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<rss xmlns:itunes="http://www.itunes.com/dtds/podcast-1.0.dtd" xmlns:atom="http://www.w3.org/2005/Atom" xmlns:podcast="https://podcastindex.org/namespace/1.0" xmlns:media="http://search.yahoo.com/mrss/" version="2.0"><channel><title>Motley Fool Hidden Gems Investing</title><link>https://www.spreaker.com/podcast/motley-fool-hidden-gems-investing--7453718</link><description><![CDATA[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.]]></description><atom:link href="https://www.spreaker.com/show/7453718/episodes/feed" rel="self" type="application/rss+xml"/><language>en</language><category>Investing</category><copyright>Copyright aser</copyright><image><url>https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg</url><title>Motley Fool Hidden Gems Investing</title><link>https://www.spreaker.com/podcast/motley-fool-hidden-gems-investing--7453718</link></image><lastBuildDate>Mon, 12 Oct 2026 10:32:15 +0000</lastBuildDate><itunes:author>aser</itunes:author><itunes:owner><itunes:name>aser</itunes:name><itunes:email>feeds@spreaker.com</itunes:email></itunes:owner><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:subtitle>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.</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:category text="Business"><itunes:category text="Investing"/></itunes:category><itunes:explicit>false</itunes:explicit><podcast:guid>241b4e0f-91b1-5495-917a-72d5aaa66da9</podcast:guid><itunes:type>episodic</itunes:type><item><title>The Private Equity Playbook Most Small Business Owners Never Get Access To</title><link>https://www.spreaker.com/episode/the-private-equity-playbook-most-small-business-owners-never-get-access-to--75706767</link><description><![CDATA[Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, and founder of Contrarian Thinking — about the private equity frameworks she's now deploying for everyday small business owners. They get into why most founders have accidentally built a job rather than a business, what the $650 billion wave of PE capital moving into Main Street means for owners who are unprepared for acquisition, and the five tools any business owner can implement immediately to start running their company the way private equity actually does.  Host: Rachel Warren   Guest: Codie Sanchez   Producers: Kristi Waterworth, Lauren Budabin    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]]></description><guid isPermaLink="false">3670b82c-05d6-11f1-bdf8-b70808b64149</guid><pubDate>Sun, 11 Oct 2026 04:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706767/arml7152743771.mp3" length="50878649" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New...</itunes:subtitle><itunes:summary><![CDATA[Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, and founder of Contrarian Thinking — about the private equity frameworks she's now deploying for everyday small business owners. They get into why most founders have accidentally built a job rather than a business, what the $650 billion wave of PE capital moving into Main Street means for owners who are unprepared for acquisition, and the five tools any business owner can implement immediately to start running their company the way private equity actually does.  Host: Rachel Warren   Guest: Codie Sanchez   Producers: Kristi Waterworth, Lauren Budabin    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]]></itunes:summary><itunes:duration>1267</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Your Retirement Savings on Track?</title><link>https://www.spreaker.com/episode/are-your-retirement-savings-on-track--75706776</link><description><![CDATA[Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question.Topics covered:-Benchmarks provided by financial-services firms-Factors that will determine whether you need to save more or less than the benchmarks-Latest thinking on safe withdrawal rates in retirement-Retirement calculators to considerHost: Robert Brokamp, CFP®Engineer: Bart Shannon    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.]]></description><guid isPermaLink="false">358d43c6-05d6-11f1-bdf8-d78cda1285d7</guid><pubDate>Sat, 10 Oct 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706776/arml3806168651.mp3" length="28302081" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question.Topics covered:-Benchmarks provided by financial-services firms-Factors that will determine whether...</itunes:subtitle><itunes:summary><![CDATA[Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question.Topics covered:-Benchmarks provided by financial-services firms-Factors that will determine whether you need to save more or less than the benchmarks-Latest thinking on safe withdrawal rates in retirement-Retirement calculators to considerHost: Robert Brokamp, CFP®Engineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>878</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Finding Rule Breakers, IRL Investing, and Making Mistakes</title><link>https://www.spreaker.com/episode/finding-rule-breakers-irl-investing-and-making-mistakes--75706782</link><description><![CDATA[Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, while still leaving room for surprising challengers. The team also looks at Disney and the growing value of real-world experiences, tests their knowledge of investing history, and shares some painful investing mistakes. Plus, Rick and Lou put AMC Entertainment and C.H. Robinson on the radar.Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:     What Makes a Rule Breaker    AI’s Disruption Story    IRL Value    Disney’s Parks Value    Investing Game    Stocks On Our Radar   Companies discussed: Amazon (AMZN), Tesla (TSLA), Netflix (NFLX), Nvidia (NVDA), Alphabet (GOOGL), Meta Platforms (META), CoreWeave (CRWV), Walt Disney (DIS), TKO Group Holdings (TKO), Comcast (CMCSA), Live Nation Entertainment (LYV), Costco Wholesale (COST), Nintendo (NTDOY), Sony Group (SONY), Toyota Motor (TM), Altria Group (MO), Philip Morris International (PM), Coca-Cola (KO), Corning (GLW), Mattel (MAT), Hasbro (HAS), AT&amp;T (T), Spire (SR), GE Aerospace (GE), 3M (MMM), Home Depot (HD), Boeing (BA), AMC Entertainment Holdings (AMC), C.H. Robinson Worldwide (CHRW), RXO (RXO)  Host: Travis HoiumGuests: Lou Whiteman, Rick MunarrizEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">35b08fd4-05d6-11f1-bdf8-c7b41ba2cc9b</guid><pubDate>Fri, 09 Oct 2026 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706782/arml2313308973.mp3" length="98930809" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor...</itunes:subtitle><itunes:summary><![CDATA[Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, while still leaving room for surprising challengers. The team also looks at Disney and the growing value of real-world experiences, tests their knowledge of investing history, and shares some painful investing mistakes. Plus, Rick and Lou put AMC Entertainment and C.H. Robinson on the radar.Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:     What Makes a Rule Breaker    AI’s Disruption Story    IRL Value    Disney’s Parks Value    Investing Game    Stocks On Our Radar   Companies discussed: Amazon (AMZN), Tesla (TSLA), Netflix (NFLX), Nvidia (NVDA), Alphabet (GOOGL), Meta Platforms (META), CoreWeave (CRWV), Walt Disney (DIS), TKO Group Holdings (TKO), Comcast (CMCSA), Live Nation Entertainment (LYV), Costco Wholesale (COST), Nintendo (NTDOY), Sony Group (SONY), Toyota Motor (TM), Altria Group (MO), Philip Morris International (PM), Coca-Cola (KO), Corning (GLW), Mattel (MAT), Hasbro (HAS), AT&amp;T (T), Spire (SR), GE Aerospace (GE), 3M (MMM), Home Depot (HD), Boeing (BA), AMC Entertainment Holdings (AMC), C.H. Robinson Worldwide (CHRW), RXO (RXO)  Host: Travis HoiumGuests: Lou Whiteman, Rick MunarrizEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>2468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Might (and Myths) of Economic Moats</title><link>https://www.spreaker.com/episode/the-might-and-myths-of-economic-moats--75706775</link><description><![CDATA[For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its competitors from posing a real threat to its business. Lou, Jon, and Tyler break down what makes a good economic moat, what are some of the “false flags” in moat analysis, and examples of companies with both wide and narrow moats.Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss:- What is an economic moat?- The prototypical model: McDonalds- Misconceptions about moat analysis- Strong “no moat businesses”- Companies with good and bad moatsCompanies discussed: MCD, WM, USLM, TBBB, V, MA, ABNB, FICOHost: Tyler CroweGuests: Lou Whiteman, Jon QuastEngineer: 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.]]></description><guid isPermaLink="false">35d4b1e8-05d6-11f1-bdf8-1bd35425291e</guid><pubDate>Thu, 08 Oct 2026 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706775/arml3870236324.mp3" length="65199373" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it...</itunes:subtitle><itunes:summary><![CDATA[For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its competitors from posing a real threat to its business. Lou, Jon, and Tyler break down what makes a good economic moat, what are some of the “false flags” in moat analysis, and examples of companies with both wide and narrow moats.Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss:- What is an economic moat?- The prototypical model: McDonalds- Misconceptions about moat analysis- Strong “no moat businesses”- Companies with good and bad moatsCompanies discussed: MCD, WM, USLM, TBBB, V, MA, ABNB, FICOHost: Tyler CroweGuests: Lou Whiteman, Jon QuastEngineer: 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.]]></itunes:summary><itunes:duration>1625</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells</title><link>https://www.spreaker.com/episode/is-the-ai-bubble-about-to-burst-plus-apple-bets-on-doorbells--75706768</link><description><![CDATA[Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks down Google’s multibillion-dollar nuclear power deal with Constellation Energy and the enormous energy demands coming from data centers. Finally, they discuss Apple’s latest push into the smart home and whether doorbells, cameras, and a new home hub can move the needle.    They discuss:  - AI Bubble Risks  - Investing Beyond AI  - Google’s nuclear deal  - Nuclear Power Constraints  - Apple’s Smart Home  - LG’s End Game    Companies discussed: Micron Technology (MU), Alphabet (GOOGL), Constellation Energy (CEG), Microsoft (MSFT), Apple (AAPL), LG Electronics (066570.KS), Amazon (AMZN), ADT (ADT).    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]]></description><guid isPermaLink="false">35f19df8-05d6-11f1-bdf8-4ff001aef006</guid><pubDate>Wed, 07 Oct 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706768/arml8327046733.mp3" length="48261576" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending...</itunes:subtitle><itunes:summary><![CDATA[Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks down Google’s multibillion-dollar nuclear power deal with Constellation Energy and the enormous energy demands coming from data centers. Finally, they discuss Apple’s latest push into the smart home and whether doorbells, cameras, and a new home hub can move the needle.    They discuss:  - AI Bubble Risks  - Investing Beyond AI  - Google’s nuclear deal  - Nuclear Power Constraints  - Apple’s Smart Home  - LG’s End Game    Companies discussed: Micron Technology (MU), Alphabet (GOOGL), Constellation Energy (CEG), Microsoft (MSFT), Apple (AAPL), LG Electronics (066570.KS), Amazon (AMZN), ADT (ADT).    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]]></itunes:summary><itunes:duration>1201</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming</title><link>https://www.spreaker.com/episode/paramount-warner-bros-the-110-billion-bet-that-could-reshape-streaming--75706777</link><description><![CDATA[Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can compete with Netflix, Disney, and YouTube, and why debt could define its future. They also look at potential winners like movie theaters and live sports, while debating whether Peacock needs a partner or buyer. Plus, Lou pitches a radical Disney-Netflix combination.Travis Hoium, Lou Whiteman, and Matt Frankel discuss:- Paramount-Warner Bros. Deal- Bundling Paramount+ and HBO Max- Biggest Winners- Future of Streaming Sports- Peacock’s Tough Spot- How Disney/Netflix WinCompanies discussed: Skydance (SKYD), Netflix (NFLX), Walt Disney (DIS), Alphabet (GOOGL, GOOG), TKO Group Holdings (TKO), Apple (AAPL), AT&amp;T (T), Comcast (CMCSA)Host: Travis HoiumGuests: Lou Whiteman, Matt FrankelEngineer: Dan BoydDisclosure: 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]]></description><guid isPermaLink="false">360e16a4-05d6-11f1-bdf8-b706911c8111</guid><pubDate>Tue, 06 Oct 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706777/arml7873122590.mp3" length="48378464" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether...</itunes:subtitle><itunes:summary><![CDATA[Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can compete with Netflix, Disney, and YouTube, and why debt could define its future. They also look at potential winners like movie theaters and live sports, while debating whether Peacock needs a partner or buyer. Plus, Lou pitches a radical Disney-Netflix combination.Travis Hoium, Lou Whiteman, and Matt Frankel discuss:- Paramount-Warner Bros. Deal- Bundling Paramount+ and HBO Max- Biggest Winners- Future of Streaming Sports- Peacock’s Tough Spot- How Disney/Netflix WinCompanies discussed: Skydance (SKYD), Netflix (NFLX), Walt Disney (DIS), Alphabet (GOOGL, GOOG), TKO Group Holdings (TKO), Apple (AAPL), AT&amp;T (T), Comcast (CMCSA)Host: Travis HoiumGuests: Lou Whiteman, Matt FrankelEngineer: Dan BoydDisclosure: 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]]></itunes:summary><itunes:duration>1204</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Facing Our Investing Fears</title><link>https://www.spreaker.com/episode/facing-our-investing-fears--75706785</link><description><![CDATA[Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remind listeners of past risks that didn’t come to fruition with some great long-term investments. The episode then moves into what is driving the Fear and Greed Index lower before ending with a discussion of where higher bond yields can actually be a good thing.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Risks from S-1 filings for Amazon, Alphabet, and Meta Platforms  -Anthropic’s unusual risk factor section  -What’s driving the Fear and Greed Index lower  -Three stocks that have dropped that are worth buying  -When higher bond yields can help investors    Companies discussed: Anthropic, Amazon (AMZN), Alphabet (GOOG)(GOOGL), Meta Platforms (META), Dream Finders Home (DFH), Brookfield (BN), Shopify (SHOP), Realty Income (O), Eli Lilly (LLY), Regeneron Pharmaceuticals (REGN)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">362ed948-05d6-11f1-bdf8-ff2a7ab333f1</guid><pubDate>Mon, 05 Oct 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706785/arml6440577718.mp3" length="59777646" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remind...</itunes:subtitle><itunes:summary><![CDATA[Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remind listeners of past risks that didn’t come to fruition with some great long-term investments. The episode then moves into what is driving the Fear and Greed Index lower before ending with a discussion of where higher bond yields can actually be a good thing.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Risks from S-1 filings for Amazon, Alphabet, and Meta Platforms  -Anthropic’s unusual risk factor section  -What’s driving the Fear and Greed Index lower  -Three stocks that have dropped that are worth buying  -When higher bond yields can help investors    Companies discussed: Anthropic, Amazon (AMZN), Alphabet (GOOG)(GOOGL), Meta Platforms (META), Dream Finders Home (DFH), Brookfield (BN), Shopify (SHOP), Realty Income (O), Eli Lilly (LLY), Regeneron Pharmaceuticals (REGN)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1489</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why the Wealthiest People in the Room Are Often the Most Miserable — And What to Do About It</title><link>https://www.spreaker.com/episode/why-the-wealthiest-people-in-the-room-are-often-the-most-miserable-and-what-to-do-about-it--75706769</link><description><![CDATA[ After 40 years managing money for some of the most successful people on Wall Street, Matt Ludmer came to a conclusion that surprised even him: accumulating more rarely made his clients happier. Motley Fool analyst Rachel Warren sits down with Matt Ludmer — founder of Aligned Wealth Management and author of The Right Mountain — to explore the gap between financial achievement and genuine fulfillment. They dig into the three-pot portfolio strategy Matt developed after managing insurance company money that changed how his clients think about market volatility, why crossing wealth thresholds rarely reduces financial anxiety, and what it actually means to be on the right mountain.  Host: Rachel Warren  Guest: Matt Ludmer  Producers: Bart Shannon, Lauren Budabin    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.]]></description><guid isPermaLink="false">36522a74-05d6-11f1-bdf8-777cec9d40cd</guid><pubDate>Sun, 04 Oct 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706769/arml9970534476.mp3" length="80419080" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle> After 40 years managing money for some of the most successful people on Wall Street, Matt Ludmer came to a conclusion that surprised even him: accumulating more rarely made his clients happier. Motley Fool analyst Rachel Warren sits down with Matt...</itunes:subtitle><itunes:summary><![CDATA[ After 40 years managing money for some of the most successful people on Wall Street, Matt Ludmer came to a conclusion that surprised even him: accumulating more rarely made his clients happier. Motley Fool analyst Rachel Warren sits down with Matt Ludmer — founder of Aligned Wealth Management and author of The Right Mountain — to explore the gap between financial achievement and genuine fulfillment. They dig into the three-pot portfolio strategy Matt developed after managing insurance company money that changed how his clients think about market volatility, why crossing wealth thresholds rarely reduces financial anxiety, and what it actually means to be on the right mountain.  Host: Rachel Warren  Guest: Matt Ludmer  Producers: Bart Shannon, Lauren Budabin    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.]]></itunes:summary><itunes:duration>2005</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Act Now to Lower Taxes for 2026</title><link>https://www.spreaker.com/episode/act-now-to-lower-taxes-for-2026--75706798</link><description><![CDATA[In this next installment of our Financial Planning Challenge, Host Robert Brokamp and guest Fool Amanda Kish discuss fourth-quarter tax planning to make sure you are paying as much as you’re supposed to – but not a penny more.  Topics discussed:-Maxing out tax-advantaged savings accounts-Tax-loss harvesting-Donating appreciated stock, and new rules for deducting charitable contributions for 2026-Getting your withholdings right to avoid penalties-Roth conversions-And more!  Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFA, CFP®Engineer: Bart Shannon    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.]]></description><guid isPermaLink="false">356abc52-05d6-11f1-bdf8-4f4796e7a4ef</guid><pubDate>Sat, 03 Oct 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706798/arml7124398673.mp3" length="57434982" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In this next installment of our Financial Planning Challenge, Host Robert Brokamp and guest Fool Amanda Kish discuss fourth-quarter tax planning to make sure you are paying as much as you’re supposed to – but not a penny more.  Topics...</itunes:subtitle><itunes:summary><![CDATA[In this next installment of our Financial Planning Challenge, Host Robert Brokamp and guest Fool Amanda Kish discuss fourth-quarter tax planning to make sure you are paying as much as you’re supposed to – but not a penny more.  Topics discussed:-Maxing out tax-advantaged savings accounts-Tax-loss harvesting-Donating appreciated stock, and new rules for deducting charitable contributions for 2026-Getting your withholdings right to avoid penalties-Roth conversions-And more!  Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFA, CFP®Engineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1788</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nike’s Fall, Netflix Growth, and What We Learned in Q3</title><link>https://www.spreaker.com/episode/nike-s-fall-netflix-growth-and-what-we-learned-in-q3--75706801</link><description><![CDATA[We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play “Over/Under”. As always, we end with the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Hall discuss:  - What We Learned Thru Q3  - Consumer Health  - Is Nike Toast?  - Over/Under  - Netflix Growth  - Stocks On Our Radar    Companies discussed: Nike (NKE), Netlfix (NFLX), Meta Platforms (META), Alphabet (GOOG, GOOGL), Accenture (ACN), CareTrust REIT (CTRE).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Hall  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]]></description><guid isPermaLink="false">354a2c26-05d6-11f1-bdf8-f7b3f2316781</guid><pubDate>Fri, 02 Oct 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706801/arml4755039703.mp3" length="96069211" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play “Over/Under”. As always, we end with the stocks on...</itunes:subtitle><itunes:summary><![CDATA[We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play “Over/Under”. As always, we end with the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Hall discuss:  - What We Learned Thru Q3  - Consumer Health  - Is Nike Toast?  - Over/Under  - Netflix Growth  - Stocks On Our Radar    Companies discussed: Nike (NKE), Netlfix (NFLX), Meta Platforms (META), Alphabet (GOOG, GOOGL), Accenture (ACN), CareTrust REIT (CTRE).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Hall  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]]></itunes:summary><itunes:duration>2396</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Private Assets Are Coming to Your Portfolio…Be Ready</title><link>https://www.spreaker.com/episode/private-assets-are-coming-to-your-portfolio-be-ready--75706778</link><description><![CDATA[For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it possible. Lou, Jon, and Tyler break down who actually benefits from these proposed changes, and what investors need to look out for if they dabble in private assets. Plus, Accenture bucks the AI narrative (for now) and a listener question about portfolio sizing    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Jon Quast discuss:  - Accenture earnings surprise  - Did we sell to early?  - New rules to make private assets available to everyone  - Tips for investing in private assets vs. public equities  - Mailbag: How much speculation is the right amount?    Companies discussed: ACN, IT, TTD, SPCX, AMZN, NFLX, TSLA    Host: Tyler Crowe  Guests: Jon Quast, Lou Whiteman  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]]></description><guid isPermaLink="false">350bf2b2-05d6-11f1-bdf8-2b783d7eb528</guid><pubDate>Thu, 01 Oct 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706778/arml2435933471.mp3" length="66516906" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it possible. Lou, Jon, and Tyler break down who...</itunes:subtitle><itunes:summary><![CDATA[For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it possible. Lou, Jon, and Tyler break down who actually benefits from these proposed changes, and what investors need to look out for if they dabble in private assets. Plus, Accenture bucks the AI narrative (for now) and a listener question about portfolio sizing    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Jon Quast discuss:  - Accenture earnings surprise  - Did we sell to early?  - New rules to make private assets available to everyone  - Tips for investing in private assets vs. public equities  - Mailbag: How much speculation is the right amount?    Companies discussed: ACN, IT, TTD, SPCX, AMZN, NFLX, TSLA    Host: Tyler Crowe  Guests: Jon Quast, Lou Whiteman  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]]></itunes:summary><itunes:duration>1657</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Dots Are Here!</title><link>https://www.spreaker.com/episode/the-dots-are-here--75706779</link><description><![CDATA[OpenAI introduced Dots yesterday following Meta’s Muse becoming a smash hit over the past month. But is this a desperate attempt to stay relevant or a breakthrough in AI? We discuss that and cover Anthropic’s latest numbers and the delayed IPO of Aura.    Travis Hoium, Rachel Warren, and Lou Whiteman discuss:  - Dots Are Here!  - Should Muse Worry?  - Anthropic’s Prospectus Leak  - What We’re Looking For in the S-1  - Aura’s IPO Delay  - A Closing Window    Companies discussed: Meta Platforms (META).    Host: Travis Hoium  Guests: Rachel Warren, Lou Whiteman  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]]></description><guid isPermaLink="false">1d0b8b00-05d6-11f1-9a41-37cd31a09c84</guid><pubDate>Wed, 30 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706779/arml3619080620.mp3" length="51689030" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI introduced Dots yesterday following Meta’s Muse becoming a smash hit over the past month. But is this a desperate attempt to stay relevant or a breakthrough in AI? We discuss that and cover Anthropic’s latest numbers and the delayed IPO of...</itunes:subtitle><itunes:summary><![CDATA[OpenAI introduced Dots yesterday following Meta’s Muse becoming a smash hit over the past month. But is this a desperate attempt to stay relevant or a breakthrough in AI? We discuss that and cover Anthropic’s latest numbers and the delayed IPO of Aura.    Travis Hoium, Rachel Warren, and Lou Whiteman discuss:  - Dots Are Here!  - Should Muse Worry?  - Anthropic’s Prospectus Leak  - What We’re Looking For in the S-1  - Aura’s IPO Delay  - A Closing Window    Companies discussed: Meta Platforms (META).    Host: Travis Hoium  Guests: Rachel Warren, Lou Whiteman  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]]></itunes:summary><itunes:duration>1287</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Airlines are All-In on Premium Seating</title><link>https://www.spreaker.com/episode/airlines-are-all-in-on-premium-seating--75706812</link><description><![CDATA[If it was just one airline, it would be an outlier, but the entire airline industry is moving towards premiumization of the cabin. Alaska Airlines was the most recent company to announce that it is investing to cater to wealthier clientele with better (and more) first class cabins. Lou, Matt, and Tyler break down the strategy behind this industry wide move and whether it finally makes the airline industry a worthwhile investment. Plus, do you buy what these companies are selling and a lister question on growth in essential sectors.Have a question? Email us; podcasts@fool.comTyler Crowe, Lou Whiteman, and Matt Frankel discuss:- The strategy of premium everything in airlines- Will airlines ever make great buy-and-hold stocks?- Do you Buy it? Delayed IPOs, AI safety, big investment plans, orbital compute- Mailbag: Growth in consumer staplesCompanies discussed: ALK, DAL, UAL, LUV, AER, ULCC, SPCX, COST, ADM, PM, NVDAHost: Tyler CroweGuests: Lou Whiteman, Matt FrankelEngineer: Dan BoydDisclosure: 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]]></description><guid isPermaLink="false">1ced8a74-05d6-11f1-9a41-035122540645</guid><pubDate>Tue, 29 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706812/arml5678193801.mp3" length="56431431" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If it was just one airline, it would be an outlier, but the entire airline industry is moving towards premiumization of the cabin. Alaska Airlines was the most recent company to announce that it is investing to cater to wealthier clientele with better...</itunes:subtitle><itunes:summary><![CDATA[If it was just one airline, it would be an outlier, but the entire airline industry is moving towards premiumization of the cabin. Alaska Airlines was the most recent company to announce that it is investing to cater to wealthier clientele with better (and more) first class cabins. Lou, Matt, and Tyler break down the strategy behind this industry wide move and whether it finally makes the airline industry a worthwhile investment. Plus, do you buy what these companies are selling and a lister question on growth in essential sectors.Have a question? Email us; podcasts@fool.comTyler Crowe, Lou Whiteman, and Matt Frankel discuss:- The strategy of premium everything in airlines- Will airlines ever make great buy-and-hold stocks?- Do you Buy it? Delayed IPOs, AI safety, big investment plans, orbital compute- Mailbag: Growth in consumer staplesCompanies discussed: ALK, DAL, UAL, LUV, AER, ULCC, SPCX, COST, ADM, PM, NVDAHost: Tyler CroweGuests: Lou Whiteman, Matt FrankelEngineer: Dan BoydDisclosure: 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]]></itunes:summary><itunes:duration>1405</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When $150 Billion Looks Small</title><link>https://www.spreaker.com/episode/when-150-billion-looks-small--75706773</link><description><![CDATA[Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and Tyler argue that NVDIA’s buyback may have been a little…light. Plus, navigating the new reality of the defense &amp; security industry and the mailbag.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Rachel Warren:    - NVIDIA’s $150 billion buy back plan  - The case for a $500 billion buyback  - NVIDIA’s AI safety plan and what the market doesn’t like  - What to make of all these new defense companies  - Mailbag: Thoughts on Klarna?    Companies discussed: NVDA, GOOGL, META, AMZN, BEAG, RKLB, KLAR    Host: Tyler Crowe  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]]></description><guid isPermaLink="false">1cd18284-05d6-11f1-9a41-8b1da344f0bd</guid><pubDate>Mon, 28 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706773/arml9027236571.mp3" length="58105382" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and...</itunes:subtitle><itunes:summary><![CDATA[Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and Tyler argue that NVDIA’s buyback may have been a little…light. Plus, navigating the new reality of the defense &amp; security industry and the mailbag.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Rachel Warren:    - NVIDIA’s $150 billion buy back plan  - The case for a $500 billion buyback  - NVIDIA’s AI safety plan and what the market doesn’t like  - What to make of all these new defense companies  - Mailbag: Thoughts on Klarna?    Companies discussed: NVDA, GOOGL, META, AMZN, BEAG, RKLB, KLAR    Host: Tyler Crowe  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]]></itunes:summary><itunes:duration>1447</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Man Who Built the Apple Store Never Tried to Sell You Anything</title><link>https://www.spreaker.com/episode/the-man-who-built-the-apple-store-never-tried-to-sell-you-anything--75706789</link><description><![CDATA[Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story.   Motley Fool host Jason Moser sits down with Ron Johnson — creator of the Apple Store and author of Shop Different — to explore what Steve Jobs really cared about, why Apple's new CEO John Turnus doesn't need to be in a hurry, and what Ron's very public stumble at JCPenney taught him that two decades of success at Target and Apple never could.  Host: Jason Moser  Guest: Ron Johnson  Producers: Bart Shannon, Lauren Budabin  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.]]></description><guid isPermaLink="false">1cb5503c-05d6-11f1-9a41-b7e1bd93f160</guid><pubDate>Sun, 27 Sep 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706789/arml7585473840.mp3" length="64676238" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story.   Motley Fool host Jason Moser sits down with Ron Johnson — creator...</itunes:subtitle><itunes:summary><![CDATA[Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story.   Motley Fool host Jason Moser sits down with Ron Johnson — creator of the Apple Store and author of Shop Different — to explore what Steve Jobs really cared about, why Apple's new CEO John Turnus doesn't need to be in a hurry, and what Ron's very public stumble at JCPenney taught him that two decades of success at Target and Apple never could.  Host: Jason Moser  Guest: Ron Johnson  Producers: Bart Shannon, Lauren Budabin  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.]]></itunes:summary><itunes:duration>1611</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More</title><link>https://www.spreaker.com/episode/mailbag-accounts-for-early-retirement-roth-conversions-closed-end-funds-and-more--75706783</link><description><![CDATA[Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or through an ETF or fund?-How to avoid the 10% early distribution penalty if retiring before age 59 1/2-The pros and cons of closed-end funds-Is 90% in stocks too aggressive for a portion of a retirement portfolio?-Sell stocks or take out a loan to pay for graduate school?-Do Roth conversions make sense in your 60s?  Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">1be1495e-05d6-11f1-9a41-3344951a916a</guid><pubDate>Sat, 26 Sep 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706783/arml2885817502.mp3" length="62746340" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or through an ETF or fund?-How to avoid the 10% early...</itunes:subtitle><itunes:summary><![CDATA[Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or through an ETF or fund?-How to avoid the 10% early distribution penalty if retiring before age 59 1/2-The pros and cons of closed-end funds-Is 90% in stocks too aggressive for a portion of a retirement portfolio?-Sell stocks or take out a loan to pay for graduate school?-Do Roth conversions make sense in your 60s?  Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1563</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mark Zuckerberg’s Second Act?</title><link>https://www.spreaker.com/episode/mark-zuckerberg-s-second-act--75706797</link><description><![CDATA[Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental change in how we use technology?    Plus, we discuss Oracle’s data center problem, the best tech hardware of 2026, and TPUs in space.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Meta’s New Hardware  - Muse’s Future  - Oracle Declard Force Majeure  - Ranking Tech Hardware  - TPUs in Space  - Stocks On Our Radar    Companies discussed: Meta Platforms (META), Alphabet (GOOG), Stitch Fix (SFIX), Royal Caribbean (RCL), Oracle (ORCL).    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.    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]]></description><guid isPermaLink="false">1c023e84-05d6-11f1-9a41-d3986febec35</guid><pubDate>Fri, 25 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706797/arml3961923608.mp3" length="97397442" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental change in how we use technology?...</itunes:subtitle><itunes:summary><![CDATA[Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental change in how we use technology?    Plus, we discuss Oracle’s data center problem, the best tech hardware of 2026, and TPUs in space.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Meta’s New Hardware  - Muse’s Future  - Oracle Declard Force Majeure  - Ranking Tech Hardware  - TPUs in Space  - Stocks On Our Radar    Companies discussed: Meta Platforms (META), Alphabet (GOOG), Stitch Fix (SFIX), Royal Caribbean (RCL), Oracle (ORCL).    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.    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]]></itunes:summary><itunes:duration>2429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oracle Calls Force Majeure Already?</title><link>https://www.spreaker.com/episode/oracle-calls-force-majeure-already--75706811</link><description><![CDATA[Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so intent on getting ahead of this right now and the implications it may have down the road. Plus, maybe fintech doesn’t have that many barriers to entry after all and a listener question about spinoffs    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Jon Quast discuss:    - Oracle is already preparing for delayed data centers  - Is its commitments to OpenAI a reason behind it?  - Mailbag: How to handle spinoffs  - Latin American and European fintechs are coming to America  - Mailbag: European AI Infrastructure stocks?    Companies discussed: ORCL, OWL, BE, MDT, MMED, GEV, GEHC, SOFI, XYZ, TOST, FOUR    Host: Tyler Crowe  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]]></description><guid isPermaLink="false">1c2467f2-05d6-11f1-9a41-23718b83d57a</guid><pubDate>Thu, 24 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706811/arml3890629772.mp3" length="65931873" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break...</itunes:subtitle><itunes:summary><![CDATA[Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so intent on getting ahead of this right now and the implications it may have down the road. Plus, maybe fintech doesn’t have that many barriers to entry after all and a listener question about spinoffs    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Jon Quast discuss:    - Oracle is already preparing for delayed data centers  - Is its commitments to OpenAI a reason behind it?  - Mailbag: How to handle spinoffs  - Latin American and European fintechs are coming to America  - Mailbag: European AI Infrastructure stocks?    Companies discussed: ORCL, OWL, BE, MDT, MMED, GEV, GEHC, SOFI, XYZ, TOST, FOUR    Host: Tyler Crowe  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]]></itunes:summary><itunes:duration>1643</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Musings About the Agentic Future</title><link>https://www.spreaker.com/episode/musings-about-the-agentic-future--75706800</link><description><![CDATA[Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential threat.  Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:- Muse v Amazon- How Muse Will Make Money- Shopify’s Bet- Expedia on Muse- Who Wins an Agentic Future?  Companies discussed: Expedia (EXPE), Meta Platforms (META), Alphabet (GOOG).  Host: Travis HoiumGuests: Lou Whiteman, Tyler CroweEngineer: 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]]></description><guid isPermaLink="false">1c41775c-05d6-11f1-9a41-bbdcf8a6e3b7</guid><pubDate>Wed, 23 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706800/arml8923856371.mp3" length="54479848" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon...</itunes:subtitle><itunes:summary><![CDATA[Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential threat.  Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:- Muse v Amazon- How Muse Will Make Money- Shopify’s Bet- Expedia on Muse- Who Wins an Agentic Future?  Companies discussed: Expedia (EXPE), Meta Platforms (META), Alphabet (GOOG).  Host: Travis HoiumGuests: Lou Whiteman, Tyler CroweEngineer: 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]]></itunes:summary><itunes:duration>1357</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Looming Constraint of the Space Industry</title><link>https://www.spreaker.com/episode/the-looming-constraint-of-the-space-industry--75706788</link><description><![CDATA[Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising and listener questions    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:  - SpaceX’s plan to sunset the falcon 9 by 2028  - Who’s ready to step up in the industry  - navigating the minefields of the space industry  - Look out for dividend cuts  - Mailbag: European AI Infrastructure stocks?    Companies discussed: SPCX, RKLB, VOYG, FLY, KRMN, CPB, AMCR, CC, GPMT, ONL, UPS, ASML, SIEGY, SBGSY, PRYMY, CRWV, NBIS    Host: Tyler Crowe  Guests: Lou Whiteman, Matt Frankel  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]]></description><guid isPermaLink="false">1c5e0cdc-05d6-11f1-9a41-93d1d5f40a1d</guid><pubDate>Tue, 22 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706788/arml8351525151.mp3" length="59053516" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could...</itunes:subtitle><itunes:summary><![CDATA[Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising and listener questions    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:  - SpaceX’s plan to sunset the falcon 9 by 2028  - Who’s ready to step up in the industry  - navigating the minefields of the space industry  - Look out for dividend cuts  - Mailbag: European AI Infrastructure stocks?    Companies discussed: SPCX, RKLB, VOYG, FLY, KRMN, CPB, AMCR, CC, GPMT, ONL, UPS, ASML, SIEGY, SBGSY, PRYMY, CRWV, NBIS    Host: Tyler Crowe  Guests: Lou Whiteman, Matt Frankel  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]]></itunes:summary><itunes:duration>1471</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Diesel’s All-Time High</title><link>https://www.spreaker.com/episode/diesel-s-all-time-high--75706831</link><description><![CDATA[The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consumers could be impacted. Additionally, Warren Buffett has officially retired and the team discusses the pros and cons of Berkshire Hathaway’s now fully implemented succession plan before ending with a question from our mailbag about when to buy stocks.    Jon Quast, Matt Frankel, and Tyler Crowe discuss:  -Diesel’s record high price and its economic impacts  -The challenge of getting prices back down  -Berkshire Hathaway’s succession plan  -The potential of a Berkshire dividend  -Mailbag: Down stocks showing signs of life    Companies discussed: Valero (VLO), UPS (UPS), FedEx (FDX), Berkshire Hathaway (BRK.A)(BRK.B), Coca-Cola (KO), Conagra Brands (CAG), Target (TGT)    Host: Jon Quast  Guests: Matt Frankel, Tyler Crowe  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]]></description><guid isPermaLink="false">1c7be0a4-05d6-11f1-9a41-fbc0432b5199</guid><pubDate>Mon, 21 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706831/arml5110239447.mp3" length="62356156" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consumers could be impacted. Additionally, Warren...</itunes:subtitle><itunes:summary><![CDATA[The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consumers could be impacted. Additionally, Warren Buffett has officially retired and the team discusses the pros and cons of Berkshire Hathaway’s now fully implemented succession plan before ending with a question from our mailbag about when to buy stocks.    Jon Quast, Matt Frankel, and Tyler Crowe discuss:  -Diesel’s record high price and its economic impacts  -The challenge of getting prices back down  -Berkshire Hathaway’s succession plan  -The potential of a Berkshire dividend  -Mailbag: Down stocks showing signs of life    Companies discussed: Valero (VLO), UPS (UPS), FedEx (FDX), Berkshire Hathaway (BRK.A)(BRK.B), Coca-Cola (KO), Conagra Brands (CAG), Target (TGT)    Host: Jon Quast  Guests: Matt Frankel, Tyler Crowe  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]]></itunes:summary><itunes:duration>1553</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Harvard's Judgment Professor: The Curse of Optionality, and the One Habit That Builds Better Judgment</title><link>https://www.spreaker.com/episode/harvard-s-judgment-professor-the-curse-of-optionality-and-the-one-habit-that-builds-better-judgment--75706796</link><description><![CDATA[Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part 2 of his conversation with Motley Fool's Rachel Warren, Reza Satchu breaks down his three-word framework for spotting real conviction versus hype (authenticity, momentum, inevitability), why capital allocation is the sharpest test of a CEO's judgment, his biggest regret as a founder (waiting too long to fire people), and the "curse of optionality" that keeps talented people from ever committing to anything. He closes with the one small, repeatable habit he wants every investor and founder to build to train their own judgment muscle.     Host: Rachel Warren   Guest: Reza Satchu   Producers: Dennis Golin, Lauren Budabin     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.]]></description><guid isPermaLink="false">1c984db6-05d6-11f1-9a41-bf7d88f93df6</guid><pubDate>Sun, 20 Sep 2026 17:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706796/arml8844899694.mp3" length="77324261" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part 2 of his conversation with Motley Fool's Rachel...</itunes:subtitle><itunes:summary><![CDATA[Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part 2 of his conversation with Motley Fool's Rachel Warren, Reza Satchu breaks down his three-word framework for spotting real conviction versus hype (authenticity, momentum, inevitability), why capital allocation is the sharpest test of a CEO's judgment, his biggest regret as a founder (waiting too long to fire people), and the "curse of optionality" that keeps talented people from ever committing to anything. He closes with the one small, repeatable habit he wants every investor and founder to build to train their own judgment muscle.     Host: Rachel Warren   Guest: Reza Satchu   Producers: Dennis Golin, Lauren Budabin     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.]]></itunes:summary><itunes:duration>1928</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Current State of the Financial Independence Movement</title><link>https://www.spreaker.com/episode/the-current-state-of-the-financial-independence-movement--75706816</link><description><![CDATA[We all want to eventually get to the point when work is optional. But some people make it a goal to get there much sooner – perhaps even by their 30s or 40s. One fellow who knows a lot about how to do it is Brad Barrett, the co-founder of the ChooseFI website and the co-host of the ChooseFI podcast. In this episode, Robert Brokamp spoke with Brad about:-The evolution of the financial independence, retirement early (FIRE) movement, and why many have dropped the RE and focus on the FI.-The savings rates and spending mindsets that are the foundations of financial independence-Identifying the “why” that motivates you to make sometimes hard choices-The flourishing FI community that crowd-sources ideas and provides support when living a somewhat counter-cultural lifestyle  Send your financial planning questions for our upcoming mailbag episode to podcasts@fool.com.  Host: Robert Brokamp, CFP®, EAGuest: Brad Barrett, CPAEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">1bc5028a-05d6-11f1-9a41-1b831847435b</guid><pubDate>Sat, 19 Sep 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706816/arml1839482634.mp3" length="87580740" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We all want to eventually get to the point when work is optional. But some people make it a goal to get there much sooner – perhaps even by their 30s or 40s. One fellow who knows a lot about how to do it is Brad Barrett, the co-founder of the ChooseFI...</itunes:subtitle><itunes:summary><![CDATA[We all want to eventually get to the point when work is optional. But some people make it a goal to get there much sooner – perhaps even by their 30s or 40s. One fellow who knows a lot about how to do it is Brad Barrett, the co-founder of the ChooseFI website and the co-host of the ChooseFI podcast. In this episode, Robert Brokamp spoke with Brad about:-The evolution of the financial independence, retirement early (FIRE) movement, and why many have dropped the RE and focus on the FI.-The savings rates and spending mindsets that are the foundations of financial independence-Identifying the “why” that motivates you to make sometimes hard choices-The flourishing FI community that crowd-sources ideas and provides support when living a somewhat counter-cultural lifestyle  Send your financial planning questions for our upcoming mailbag episode to podcasts@fool.com.  Host: Robert Brokamp, CFP®, EAGuest: Brad Barrett, CPAEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>2184</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Consumer Check-In &amp; AI’s Progress</title><link>https://www.spreaker.com/episode/consumer-check-in-ai-s-progress--75706817</link><description><![CDATA[Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the stocks on our radar.     Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:  - Are Consumers OK?  - Interest Rate Takes  - AI This Week  - Bargain Stocks  - End of an Era  - Stocks On Our Radar    Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes (MTH), Chipotle (CMG), Sweetgreen (SG), Dutch Bros (BROS), Wendy’s (WEN), Wingstop (WING), GM (GM), Ford (F), Ferrari (RACE), Tesla (TSLA), Meta (META), Alphabet (GOOG, GOOGL).    Host: Travis Hoium  Guests: Lou Whiteman, Dan Caplinger  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]]></description><guid isPermaLink="false">1ba97790-05d6-11f1-9a41-5f3508a79304</guid><pubDate>Fri, 18 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706817/arml7785872512.mp3" length="97353836" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the...</itunes:subtitle><itunes:summary><![CDATA[Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the stocks on our radar.     Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:  - Are Consumers OK?  - Interest Rate Takes  - AI This Week  - Bargain Stocks  - End of an Era  - Stocks On Our Radar    Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes (MTH), Chipotle (CMG), Sweetgreen (SG), Dutch Bros (BROS), Wendy’s (WEN), Wingstop (WING), GM (GM), Ford (F), Ferrari (RACE), Tesla (TSLA), Meta (META), Alphabet (GOOG, GOOGL).    Host: Travis Hoium  Guests: Lou Whiteman, Dan Caplinger  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]]></itunes:summary><itunes:duration>2428</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When is it a Trend? When is it Hype?</title><link>https://www.spreaker.com/episode/when-is-it-a-trend-when-is-it-hype--75706804</link><description><![CDATA[Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enthusiasm that far surpasses the industry’s progress. Jon, Matt, and Tyler share war stories of the hype cycles they got caught up in and how investors can avoid that fate. Plus, Lennar’s earnings in a rate hike cycle and the mailbag.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Homebuilders in a rate hike cycle.  - Are there housing stocks that aren’t playing the waiting game?  - Hype cycles vs. durable trends  - What part of the cycle fits you best?  - Mailbag: Pullback stock ideas.    Companies discussed: LEN, FIGR, UPST, INVH, AMH, OKLO, PTON, FIVE, XYZ, MELI, AXON, BN    Host: Tyler Crowe  Guests: Jon Quast, Matt Frankel  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]]></description><guid isPermaLink="false">1b89776a-05d6-11f1-9a41-93cf30f6bf7f</guid><pubDate>Thu, 17 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706804/arml5380319500.mp3" length="70609945" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that...</itunes:subtitle><itunes:summary><![CDATA[Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enthusiasm that far surpasses the industry’s progress. Jon, Matt, and Tyler share war stories of the hype cycles they got caught up in and how investors can avoid that fate. Plus, Lennar’s earnings in a rate hike cycle and the mailbag.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Homebuilders in a rate hike cycle.  - Are there housing stocks that aren’t playing the waiting game?  - Hype cycles vs. durable trends  - What part of the cycle fits you best?  - Mailbag: Pullback stock ideas.    Companies discussed: LEN, FIGR, UPST, INVH, AMH, OKLO, PTON, FIVE, XYZ, MELI, AXON, BN    Host: Tyler Crowe  Guests: Jon Quast, Matt Frankel  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]]></itunes:summary><itunes:duration>1760</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Do AI Moats Exist?</title><link>https://www.spreaker.com/episode/do-ai-moats-exist--75706837</link><description><![CDATA[We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI.     Travis Hoium, Lou Whiteman, and Matt Frankel discuss:  - AI Moats  - Fragile Competitive Advantage  - Valuing AI Stocks  - Metrics to Watch  - Stock Opportunities    Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT).    Host: Travis Hoium  Guests: Lou Whiteman, Matt Frankel  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]]></description><guid isPermaLink="false">1b6d3a14-05d6-11f1-9a41-e77d8fbf5dc4</guid><pubDate>Wed, 16 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706837/arml1641659645.mp3" length="50894673" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we...</itunes:subtitle><itunes:summary><![CDATA[We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI.     Travis Hoium, Lou Whiteman, and Matt Frankel discuss:  - AI Moats  - Fragile Competitive Advantage  - Valuing AI Stocks  - Metrics to Watch  - Stock Opportunities    Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT).    Host: Travis Hoium  Guests: Lou Whiteman, Matt Frankel  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]]></itunes:summary><itunes:duration>1267</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When the Government Becomes Your Co-investor</title><link>https://www.spreaker.com/episode/when-the-government-becomes-your-co-investor--75706842</link><description><![CDATA[The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation decisions. That has changed under the current administration and has profound impacts on how these business work. Matt, Lou, and Tyler break down the consequences of governments shaping business decisions as an equity investor. Plus, earnings from a Hidden Gems favorite and a listener question    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:  - Forgent Power solutions earnings and outlook  - The administration's active role in business deals  - Mailbag: How to deal with volatility    Companies discussed: FPS, ELMT, MP, INTC, BA, EADSY    Host: Tyler Crowe  Guests: Lou Whiteman, Matt Frankel  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]]></description><guid isPermaLink="false">1b500750-05d6-11f1-9a41-97771ffaa3c4</guid><pubDate>Tue, 15 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706842/arml4824217389.mp3" length="70169487" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly...</itunes:subtitle><itunes:summary><![CDATA[The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation decisions. That has changed under the current administration and has profound impacts on how these business work. Matt, Lou, and Tyler break down the consequences of governments shaping business decisions as an equity investor. Plus, earnings from a Hidden Gems favorite and a listener question    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:  - Forgent Power solutions earnings and outlook  - The administration's active role in business deals  - Mailbag: How to deal with volatility    Companies discussed: FPS, ELMT, MP, INTC, BA, EADSY    Host: Tyler Crowe  Guests: Lou Whiteman, Matt Frankel  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]]></itunes:summary><itunes:duration>1749</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Leaders Want to Slow Down Development For…</title><link>https://www.spreaker.com/episode/ai-leaders-want-to-slow-down-development-for--75706787</link><description><![CDATA[The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment. Travis, Rachel and Tyler take a look at some of the less said reasons why this appers to have hit a fever pitch and whether that changes how investors should view the upcoming Anthropic and OpenAI IPOs. Plus, an investing trend palette cleanser and how to view dividends.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Rachel Warren, and Travis Hoium discuss:  - OpenAI, Anothropic, and more sound the AI alarm  - A safety problem or a business fundamentals problem  - Consumer discretionary stocks: Value or value trap?  - AI accelerating drug discovery  - Mailbag: How important are dividends?    Companies discussed: GOOGL, AMZN, NVDA, AVGO, AMZN, MEDP, IQV, KRYS, MRNA, KNSA, DIS    Host: Tyler Crowe  Guests: Travis Hoium, 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]]></description><guid isPermaLink="false">1b335c18-05d6-11f1-9a41-8f66f619ad66</guid><pubDate>Mon, 14 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706787/arml1938271582.mp3" length="66691268" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the...</itunes:subtitle><itunes:summary><![CDATA[The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment. Travis, Rachel and Tyler take a look at some of the less said reasons why this appers to have hit a fever pitch and whether that changes how investors should view the upcoming Anthropic and OpenAI IPOs. Plus, an investing trend palette cleanser and how to view dividends.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Rachel Warren, and Travis Hoium discuss:  - OpenAI, Anothropic, and more sound the AI alarm  - A safety problem or a business fundamentals problem  - Consumer discretionary stocks: Value or value trap?  - AI accelerating drug discovery  - Mailbag: How important are dividends?    Companies discussed: GOOGL, AMZN, NVDA, AVGO, AMZN, MEDP, IQV, KRYS, MRNA, KNSA, DIS    Host: Tyler Crowe  Guests: Travis Hoium, 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]]></itunes:summary><itunes:duration>1662</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do</title><link>https://www.spreaker.com/episode/harvard-s-judgment-professor-why-numbers-don-t-make-decisions-people-do--75706853</link><description><![CDATA[Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Fool's Rachel Warren sits down with Reza Satchu, HBS senior lecturer and six-time company founder, to unpack why judgment — not intellect or data — is the scarcest asset in the age of AI, whether it can actually be taught, and the real story behind walking away from a billion-dollar buyout offer on his student housing company, only to sell it a year later for $1.7 billion.     Host: Rachel Warren   Guest: Reza Satchu   Producers: Dennis Golin, Lauren Budabin     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.]]></description><guid isPermaLink="false">1b14e2ba-05d6-11f1-9a41-cf5032fc001f</guid><pubDate>Sun, 13 Sep 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706853/arml6867028188.mp3" length="49065245" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Fool's Rachel Warren sits down with Reza Satchu, HBS...</itunes:subtitle><itunes:summary><![CDATA[Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Fool's Rachel Warren sits down with Reza Satchu, HBS senior lecturer and six-time company founder, to unpack why judgment — not intellect or data — is the scarcest asset in the age of AI, whether it can actually be taught, and the real story behind walking away from a billion-dollar buyout offer on his student housing company, only to sell it a year later for $1.7 billion.     Host: Rachel Warren   Guest: Reza Satchu   Producers: Dennis Golin, Lauren Budabin     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.]]></itunes:summary><itunes:duration>1221</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Three Lesser-Known But Powerful 401(k) Features</title><link>https://www.spreaker.com/episode/three-lesser-known-but-powerful-401-k-features--75706781</link><description><![CDATA[In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially because many plans don’t offer them.In this episode, Robert discusses:-Advocating with your employer for more features and better investment choices-How a self-directed brokerage within can help both the stock and non-stock side of your portfolio-How to implement the mega backdoor Roth-How the rule of 55 (or 50) can allow some people to make withdrawals a few to several years before age 59 1/2 and avoid the 10% early distribution penalty.Have a question for our upcoming financial planning mailbag episode? Email it to podcasts@fool.com.  Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">1a476bc8-05d6-11f1-9a41-13cd52d83362</guid><pubDate>Sat, 12 Sep 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706781/arml5522366534.mp3" length="37834875" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially because many plans don’t offer...</itunes:subtitle><itunes:summary><![CDATA[In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially because many plans don’t offer them.In this episode, Robert discusses:-Advocating with your employer for more features and better investment choices-How a self-directed brokerage within can help both the stock and non-stock side of your portfolio-How to implement the mega backdoor Roth-How the rule of 55 (or 50) can allow some people to make withdrawals a few to several years before age 59 1/2 and avoid the 10% early distribution penalty.Have a question for our upcoming financial planning mailbag episode? Email it to podcasts@fool.com.  Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>940</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple Folds &amp; Meta Muses</title><link>https://www.spreaker.com/episode/apple-folds-meta-muses--75706822</link><description><![CDATA[Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It’s a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo phone and consumers feel the pressure from higher prices.   Travis Hoium, Lou Whiteman, and Jason Hall discuss:- Meta Muse- Consumer AI Adoption- Apple Duo- Time Machine- Inflation Data- Stocks On Our Radar  Companies discussed: Meta Platforms (META), Apple (AAPL), Alphabet (GOOG, GOOGL), TJX Companies (TJX), Howmet Aerospace (HWM), Tesla (TSLA), Disney (DIS), Uber (UBER), Costco (COST).  Host: Travis HoiumGuests: Lou Whiteman, Jason HallEngineer: 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.]]></description><guid isPermaLink="false">1a64247a-05d6-11f1-9a41-0b7f5581a2cd</guid><pubDate>Fri, 11 Sep 2026 20:29:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706822/arml8595449071.mp3" length="97481741" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It’s a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo...</itunes:subtitle><itunes:summary><![CDATA[Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It’s a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care? Plus, Apple unveiled the new Duo phone and consumers feel the pressure from higher prices.   Travis Hoium, Lou Whiteman, and Jason Hall discuss:- Meta Muse- Consumer AI Adoption- Apple Duo- Time Machine- Inflation Data- Stocks On Our Radar  Companies discussed: Meta Platforms (META), Apple (AAPL), Alphabet (GOOG, GOOGL), TJX Companies (TJX), Howmet Aerospace (HWM), Tesla (TSLA), Disney (DIS), Uber (UBER), Costco (COST).  Host: Travis HoiumGuests: Lou Whiteman, Jason HallEngineer: 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.]]></itunes:summary><itunes:duration>2432</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple Launches New Products in Time for New CEO</title><link>https://www.spreaker.com/episode/apple-launches-new-products-in-time-for-new-ceo--75706803</link><description><![CDATA[While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as little surprise that one of the first things it announced was a major change to the iPhone, the iPhone Duo. Matt, Jon, and Tyler break down how this launch could impact the bottom line and whether this is a sign of what Apple will look like under Ternus. Plus, Chewy &amp; Casey’s General Store earnings and what makes a good acquirer.  Have a question? Email us; podcasts@fool.com   Tyler Crowe, Jon Quast, and MAtt Frankel discuss:- Chewy’s earnings- Casey’s General Store earnings- Apple’s new iPhone Duo- New CEO, new Focus?- Mailbag: is acquisition a good strategy?  Companies discussed: CHWY, CASY, APPL, AJG  Host: Tyler CroweGuests: Jon Quast, Matt FrankelEngineer: Dennis Golin    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.]]></description><guid isPermaLink="false">1a80760c-05d6-11f1-9a41-dfbbcfb1aed8</guid><pubDate>Thu, 10 Sep 2026 22:06:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706803/arml1215988440.mp3" length="69221870" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as little surprise that one of the...</itunes:subtitle><itunes:summary><![CDATA[While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as little surprise that one of the first things it announced was a major change to the iPhone, the iPhone Duo. Matt, Jon, and Tyler break down how this launch could impact the bottom line and whether this is a sign of what Apple will look like under Ternus. Plus, Chewy &amp; Casey’s General Store earnings and what makes a good acquirer.  Have a question? Email us; podcasts@fool.com   Tyler Crowe, Jon Quast, and MAtt Frankel discuss:- Chewy’s earnings- Casey’s General Store earnings- Apple’s new iPhone Duo- New CEO, new Focus?- Mailbag: is acquisition a good strategy?  Companies discussed: CHWY, CASY, APPL, AJG  Host: Tyler CroweGuests: Jon Quast, Matt FrankelEngineer: Dennis Golin    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.]]></itunes:summary><itunes:duration>1725</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meta Has Its Muse</title><link>https://www.spreaker.com/episode/meta-has-its-muse--75706807</link><description><![CDATA[Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your calendar and even shop for you all with the context of your personal data. We answer if this is a game-changer or another incremental change.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Meta Muse- Meta’s Data Problem- Consumer AI- Adoption Timelines- AlphaGenome- AI in Health    Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), Shopify (SHOP).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">1aa09216-05d6-11f1-9a41-b37f3b585c91</guid><pubDate>Thu, 10 Sep 2026 00:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706807/arml6621636275.mp3" length="49208174" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your calendar and even shop for you all with the context of...</itunes:subtitle><itunes:summary><![CDATA[Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your calendar and even shop for you all with the context of your personal data. We answer if this is a game-changer or another incremental change.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Meta Muse- Meta’s Data Problem- Consumer AI- Adoption Timelines- AlphaGenome- AI in Health    Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), Shopify (SHOP).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1225</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>GE Aerospace Goes Vertical (Integration)</title><link>https://www.spreaker.com/episode/ge-aerospace-goes-vertical-integration--75706786</link><description><![CDATA[After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flipping it on its head. Lou, Travis, and Tyler dissect the GE aerospace deal, how it impacts the aerospace &amp; defense indsutry, and whether we’re on the precipice of integration. Plus, cybersecurity threats and reverse stock splits.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:  - GE Aerospace acquires Consolidated Precision Prodcuts  - The winners and losers of the deal  - Boston Scientific’s cybersecurity hack fallout  - Will cybersecurity make these industries less appealing to investors?  - Mailbag: when is a reverse stock split good?    Companies discussed: GE, HWM, BA, HONA, RTX, BSX, NVO, CRWD, IBM, BKNG    Host: Tyler Crowe  Guests: Travis Hoium, Lou Whiteman  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]]></description><guid isPermaLink="false">1abcffaa-05d6-11f1-9a41-33211c1f5650</guid><pubDate>Tue, 08 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706786/arml9759220462.mp3" length="53130510" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years...</itunes:subtitle><itunes:summary><![CDATA[After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been teaching for years (specialization, capital light) and flipping it on its head. Lou, Travis, and Tyler dissect the GE aerospace deal, how it impacts the aerospace &amp; defense indsutry, and whether we’re on the precipice of integration. Plus, cybersecurity threats and reverse stock splits.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:  - GE Aerospace acquires Consolidated Precision Prodcuts  - The winners and losers of the deal  - Boston Scientific’s cybersecurity hack fallout  - Will cybersecurity make these industries less appealing to investors?  - Mailbag: when is a reverse stock split good?    Companies discussed: GE, HWM, BA, HONA, RTX, BSX, NVO, CRWD, IBM, BKNG    Host: Tyler Crowe  Guests: Travis Hoium, Lou Whiteman  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]]></itunes:summary><itunes:duration>1323</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bloom Energy’s “Time-to-Power” Moat</title><link>https://www.spreaker.com/episode/bloom-energy-s-time-to-power-moat--75706874</link><description><![CDATA[A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and how companies such as Emphase and Bloom could benefit. And in the final segment, the team answers a question about how trillion-dollar IPOs can send ripple effects through the market.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Why return on invested capital (ROIC) is important  -Things to look for when companies are investing profits  -What needs to go right for Enphase Energy  -Bloom Energy’s potential moat  -How trillion-dollars IPOs could create market ripples    Companies discussed: Coca-Cola (KO), WM (WM), S&amp;P Global (SPGI), Enphase Energy (ENPH), Bloom Energy (BE), Vertiv (VRT), Eaton (ETN), Schneider Electric (SBGSY), Space Exploration Technologies (SPCX), Rocket Lab (RKLB), Alphabet (GOOG)(GOOGL), Amazon (AMZN)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">1adc3082-05d6-11f1-9a41-9383cf1c3bb5</guid><pubDate>Mon, 07 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706874/arml3572087205.mp3" length="71053740" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the...</itunes:subtitle><itunes:summary><![CDATA[A completely mailbag episode. In the first segment, Jon, Matt, and Rachel take a question regarding return on invested capital (ROIC), and how this metric plays into investment decisions. In the second segment, a listener asks about bottlenecks in the power generation space and how companies such as Emphase and Bloom could benefit. And in the final segment, the team answers a question about how trillion-dollar IPOs can send ripple effects through the market.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Why return on invested capital (ROIC) is important  -Things to look for when companies are investing profits  -What needs to go right for Enphase Energy  -Bloom Energy’s potential moat  -How trillion-dollars IPOs could create market ripples    Companies discussed: Coca-Cola (KO), WM (WM), S&amp;P Global (SPGI), Enphase Energy (ENPH), Bloom Energy (BE), Vertiv (VRT), Eaton (ETN), Schneider Electric (SBGSY), Space Exploration Technologies (SPCX), Rocket Lab (RKLB), Alphabet (GOOG)(GOOGL), Amazon (AMZN)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1771</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Purpose, People, and Core Pursuits: Key Ingredients to a Happy Retirement</title><link>https://www.spreaker.com/episode/purpose-people-and-core-pursuits-key-ingredients-to-a-happy-retirement--75706809</link><description><![CDATA[If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 2 of their conversation, host Robert Brokamp spoke with Wes about:-The importance of “core pursuits” (aka, “hobbies on steroids”) and adventure-The “friendship recession” and how to build a community in retirement-The value of SWAN (sleep well at night) money-Turning your portfolio into a paycheck via multi-asset class income investing  Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth    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.]]></description><guid isPermaLink="false">1af886e2-05d6-11f1-9a41-bf1dac8c0d13</guid><pubDate>Sun, 06 Sep 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706809/arml6199374699.mp3" length="60744303" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire...</itunes:subtitle><itunes:summary><![CDATA[If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 2 of their conversation, host Robert Brokamp spoke with Wes about:-The importance of “core pursuits” (aka, “hobbies on steroids”) and adventure-The “friendship recession” and how to build a community in retirement-The value of SWAN (sleep well at night) money-Turning your portfolio into a paycheck via multi-asset class income investing  Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth    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.]]></itunes:summary><itunes:duration>1513</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Much Does It Take to Be Happy in Retirement?</title><link>https://www.spreaker.com/episode/how-much-does-it-take-to-be-happy-in-retirement--75706805</link><description><![CDATA[If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 1 of their conversation, host Robert Brokamp spoke with Wes about:-His decade-plus quest to find the most important characteristics of happy retirees-What his updated research says about the investable net worth and income of happy retirees-Why even wealthy retirees fear running out of money, and how to relieve that anxiety-The relationship between retirement happiness and carrying a mortgageTune in tomorrow for Part 2!  Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth    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.]]></description><guid isPermaLink="false">1a21ad0c-05d6-11f1-9a41-8f5240754af1</guid><pubDate>Sat, 05 Sep 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706805/arml5604280062.mp3" length="52272401" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire...</itunes:subtitle><itunes:summary><![CDATA[If there’s one person who knows about both the financial and non-financial ingredients to a happy retirement, it’s Wes Moss. Wes is a Certified Financial Planner, the chief investment strategist at Capital Investment Advisors, the host of the Retire Sooner podcast, and the author of five books, including “The Retire Sooner Method: The Five Secrets Behind America’s Happiest (and Unhappiest) Retirees.”In Part 1 of their conversation, host Robert Brokamp spoke with Wes about:-His decade-plus quest to find the most important characteristics of happy retirees-What his updated research says about the investable net worth and income of happy retirees-Why even wealthy retirees fear running out of money, and how to relieve that anxiety-The relationship between retirement happiness and carrying a mortgageTune in tomorrow for Part 2!  Host: Robert Brokamp, CFP®, EAGuest: Wes Moss, CFP®Engineer: Kristi Waterworth    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.]]></itunes:summary><itunes:duration>1301</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla’s Robotaxi Non-Event &amp; GPT-6 Is Here!</title><link>https://www.spreaker.com/episode/tesla-s-robotaxi-non-event-gpt-6-is-here--75706914</link><description><![CDATA[Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Tesla’s “Event”  - GPT-6  - Adobe’s New CEO  - 10-Year Predictions  - Retail’s Health  - Radar Stocks    Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick’s Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU).    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]]></description><guid isPermaLink="false">1a05b9ee-05d6-11f1-9a41-3318aa6746d1</guid><pubDate>Fri, 04 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706914/arml5176213331.mp3" length="97685410" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending....</itunes:subtitle><itunes:summary><![CDATA[Tesla held a robotaxi event this week but didn’t invite media or investors. Even Elon Musk sat the event out. What does that say about the future of autonomous vehicles? Plus, we discuss GPT-6, Adobe’s new CEO, and the health of consumer spending.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Tesla’s “Event”  - GPT-6  - Adobe’s New CEO  - 10-Year Predictions  - Retail’s Health  - Radar Stocks    Companies discussed: Reddit (RDDT), CECO (CECO), Tesla (TSLA), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Shopify (SHOP), Walmart (WMT), Amazon (AMZN), Meta Platforms (META), Adobe (ADBE), Dick’s Sporting Goods (DKS), On Holding (ONON), Lululemon (LULU).    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]]></itunes:summary><itunes:duration>2437</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is the Data Center Investing Trend in Trouble?</title><link>https://www.spreaker.com/episode/is-the-data-center-investing-trend-in-trouble--75706808</link><description><![CDATA[Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflake. The crew then turns the conversation on the data center slowdown before ending the episode with a listener question regarding an asymmetric upside stock that’s down big since buying a position.Jon Quast, Matt Frankel, and Lou Whiteman discuss:-Snowflake’s hot quarter-Some things to watch with Snowflake for now-Increasing opposition to the data center buildout-Whether the current slowdown continues and what it means for top data center stocks-Mailbag: My stock is down. Should I buy more?Companies discussed: Snowflake (SNOW), Marvell (MRVL), Celestica (CLS), Sterling Infrastructure (STRL)  Host: Jon QuastGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">19e89f8a-05d6-11f1-9a41-ff5d75dc412a</guid><pubDate>Thu, 03 Sep 2026 21:08:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706808/arml3042715569.mp3" length="61622222" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some...</itunes:subtitle><itunes:summary><![CDATA[Description: Snowflake stock is surging towards all-time highs after reporting its latest quarterly earnings, and on today’s show, Jon, Matt, and Lou break down what’s going right for the company in contrast to past years. They also point out some concerns to monitor for Snowflake. The crew then turns the conversation on the data center slowdown before ending the episode with a listener question regarding an asymmetric upside stock that’s down big since buying a position.Jon Quast, Matt Frankel, and Lou Whiteman discuss:-Snowflake’s hot quarter-Some things to watch with Snowflake for now-Increasing opposition to the data center buildout-Whether the current slowdown continues and what it means for top data center stocks-Mailbag: My stock is down. Should I buy more?Companies discussed: Snowflake (SNOW), Marvell (MRVL), Celestica (CLS), Sterling Infrastructure (STRL)  Host: Jon QuastGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1535</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla Robotaxi Day &amp; the Competition’s Response</title><link>https://www.spreaker.com/episode/tesla-robotaxi-day-the-competition-s-response--75706810</link><description><![CDATA[Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell’s incredible run.     Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Tesla’s Robotaxi Day- What We Need to Hear- AV Competition- Vision vs LiDAR- Dell’s Earnings- AI Momentum    Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">19cb6a50-05d6-11f1-9a41-a7c9baf9360e</guid><pubDate>Wed, 02 Sep 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706810/arml8299583617.mp3" length="45494269" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the...</itunes:subtitle><itunes:summary><![CDATA[Tesla is having a Robotaxi day tomorrow and we still don’t know details about the event. But that doesn’t mean investors aren’t expecting a lot nearly two years after the Robotaxi was first announced. We discuss the implications for Tesla and why the competition may not be worried. Plus, we cover Dell’s incredible run.     Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Tesla’s Robotaxi Day- What We Need to Hear- AV Competition- Vision vs LiDAR- Dell’s Earnings- AI Momentum    Companies discussed: Tesla (TSLA), Alphabet (GOOG, GOOGL), Dell (DELL).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1132</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech Gets the Regulatory Shakedown</title><link>https://www.spreaker.com/episode/big-tech-gets-the-regulatory-shakedown--75706815</link><description><![CDATA[Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple.    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:    - Amazon vs FTC- Future of Amazon Retail- Meta’s Settlement- Is Meta Becoming Bit Tobacco?- John Ternus’ First Day- How Apple Can succeed    Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META).    Host: Travis HoiumGuests: Lou Whiteman, and Matt FrankelEngineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">198d5e36-05d6-11f1-9a41-6b7019949d5c</guid><pubDate>Tue, 01 Sep 2026 20:41:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706815/arml9639389752.mp3" length="48846733" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We...</itunes:subtitle><itunes:summary><![CDATA[Amazon and Meta Platforms are facing increased scrutiny from regulators and states and that’s not only affecting their stock price, it could affect their business long-term. We discuss whether FTC probes and settlements are a big deal long-term. We end by laying out what John Ternus needs to do to get off on the right foot at Apple.    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:    - Amazon vs FTC- Future of Amazon Retail- Meta’s Settlement- Is Meta Becoming Bit Tobacco?- John Ternus’ First Day- How Apple Can succeed    Companies discussed: Amazon (AMZN), Apple (AAPL), Meta (META).    Host: Travis HoiumGuests: Lou Whiteman, and Matt FrankelEngineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1216</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A $13 Billion Bet on Robots?</title><link>https://www.spreaker.com/episode/a-13-billion-bet-on-robots--75706825</link><description><![CDATA[Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Face at a $13 billion valuation. Jon, Matt, and Rachel discuss the future of robotics as well as tackle two listener questions regarding what can make and break an investment thesis.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Nvidia’s potential acquisition of Hugging Face-Hugging Face’s new robot: Microduck-What is an investment thesis?-Things that break an investment thesis-Things that make an investment thesis    Companies discussed: Nvidia (NVDA), Tesla (TSLA), Nextdoor (NXDR), Zscaler (ZS), Realty Income (O)    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">011b775c-05d6-11f1-a338-af2ecad1cd82</guid><pubDate>Mon, 31 Aug 2026 21:14:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706825/arml9756880134.mp3" length="69461907" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly...</itunes:subtitle><itunes:summary><![CDATA[Hugging Face is pushing forward open-source large-language models, which potentially keep closed AI models from becoming too powerful. Now Hugging Face is pushing open-source robotic software with its latest consumer device, and Nvidia is reportedly looking to acquire Hugging Face at a $13 billion valuation. Jon, Matt, and Rachel discuss the future of robotics as well as tackle two listener questions regarding what can make and break an investment thesis.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Nvidia’s potential acquisition of Hugging Face-Hugging Face’s new robot: Microduck-What is an investment thesis?-Things that break an investment thesis-Things that make an investment thesis    Companies discussed: Nvidia (NVDA), Tesla (TSLA), Nextdoor (NXDR), Zscaler (ZS), Realty Income (O)    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1731</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Not All Revenue Growth Is Created Equal — A Harvard Fellow's Framework for Spotting the Real Thing</title><link>https://www.spreaker.com/episode/not-all-revenue-growth-is-created-equal-a-harvard-fellow-s-framework-for-spotting-the-real-thing--75706846</link><description><![CDATA[Wall Street treats demand like a line on a chart. Rob Snyder says that's exactly why investors  keep getting burned. Motley Fool analyst Rachel Warren talks with Rob Snyder — Harvard  Innovation Labs fellow, serial startup founder, and author of The Power of Pull — about why  customers almost never buy things because they were convinced to, what that means for how  you evaluate a publicly traded company's growth story, and how the AI boom is exposing which  software businesses have genuine demand and which ones are papering it over with an  ever-growing sales and marketing budget. He also shares the one financial metric he trusts  above all others — and the surprisingly mundane AI use cases he's most excited about.  Host: Rachel Warren  Guest: Rob Snyder  Producers: Kristi Waterworth, Lauren Budabin    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.]]></description><guid isPermaLink="false">00fe40e2-05d6-11f1-a338-efb1130dd319</guid><pubDate>Sun, 30 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706846/arml9052956844.mp3" length="52090540" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Wall Street treats demand like a line on a chart. Rob Snyder says that's exactly why investors  keep getting burned. Motley Fool analyst Rachel Warren talks with Rob Snyder — Harvard  Innovation Labs fellow, serial startup founder, and author of The...</itunes:subtitle><itunes:summary><![CDATA[Wall Street treats demand like a line on a chart. Rob Snyder says that's exactly why investors  keep getting burned. Motley Fool analyst Rachel Warren talks with Rob Snyder — Harvard  Innovation Labs fellow, serial startup founder, and author of The Power of Pull — about why  customers almost never buy things because they were convinced to, what that means for how  you evaluate a publicly traded company's growth story, and how the AI boom is exposing which  software businesses have genuine demand and which ones are papering it over with an  ever-growing sales and marketing budget. He also shares the one financial metric he trusts  above all others — and the surprisingly mundane AI use cases he's most excited about.  Host: Rachel Warren  Guest: Rob Snyder  Producers: Kristi Waterworth, Lauren Budabin    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.]]></itunes:summary><itunes:duration>1297</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Prepare to Pass on Your Possessions</title><link>https://www.spreaker.com/episode/prepare-to-pass-on-your-possessions--75706790</link><description><![CDATA[n this next installment of our 2026 Financial Planning Challenge, host Robert Brokamp is joined by fellow Fool Stephanie Marini to discuss the most unpleasant area of financial planning: estate planning. But it’s necessary, because while it’s nearly impossible to predict the future when it comes to most aspects of personal finance, there’s one thing we can guarantee: You and everyone you know will one day pass away – leaving assets and stuff behind to be divvied up.  Topics covered:-While it’s important to seek the counsel of an attorney in your state, you can do a lot of estate planning on your own by updating beneficiary, payable on death, and transfer on death designations on your accounts and insurance policies-What should be included in your will-When to consider a trust-Creating your “financial vault” – the document that will let your loved ones know what to do and where to find everything when you’re no longer able to manage your finances (temporarily or eternally)  Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon    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.]]></description><guid isPermaLink="false">00578b6c-05d6-11f1-a338-fb166a1032d7</guid><pubDate>Sat, 29 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706790/arml8116434289.mp3" length="70170760" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>n this next installment of our 2026 Financial Planning Challenge, host Robert Brokamp is joined by fellow Fool Stephanie Marini to discuss the most unpleasant area of financial planning: estate planning. But it’s necessary, because while it’s nearly...</itunes:subtitle><itunes:summary><![CDATA[n this next installment of our 2026 Financial Planning Challenge, host Robert Brokamp is joined by fellow Fool Stephanie Marini to discuss the most unpleasant area of financial planning: estate planning. But it’s necessary, because while it’s nearly impossible to predict the future when it comes to most aspects of personal finance, there’s one thing we can guarantee: You and everyone you know will one day pass away – leaving assets and stuff behind to be divvied up.  Topics covered:-While it’s important to seek the counsel of an attorney in your state, you can do a lot of estate planning on your own by updating beneficiary, payable on death, and transfer on death designations on your accounts and insurance policies-What should be included in your will-When to consider a trust-Creating your “financial vault” – the document that will let your loved ones know what to do and where to find everything when you’re no longer able to manage your finances (temporarily or eternally)  Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1749</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jensen Huang's AI Capex Pulse Check</title><link>https://www.spreaker.com/episode/jensen-huang-s-ai-capex-pulse-check--75706860</link><description><![CDATA[Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar.    Jon Quast, Jason Hall, and Matt Frankel discuss:  - Nvidia’s prediction for AI capex spend  - Marvell’s accelerating growth  - CrowdStrike’s “Mythos moment” tailwind  - Winners and losers in AI cybersecurity  - Dick’s worst day ever  - As always, stocks on our radar    Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick’s Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS)    Host: Jon Quast  Guests: Jason Hall, Matt Frankel  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]]></description><guid isPermaLink="false">003bf730-05d6-11f1-a338-3f97c77eccb9</guid><pubDate>Fri, 28 Aug 2026 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706860/arml4669516250.mp3" length="96682880" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners...</itunes:subtitle><itunes:summary><![CDATA[Nvidia's Jensen Huang stunned investors with a bold prediction for AI capex spending, and Marvell's blowout earnings seem to back him up. Plus, CrowdStrike's "Mythos moment" is reshaping the cybersecurity landscape, separating the AI-security winners from the laggards. Jon, Jason, and Matt also talk about turnarounds in light of Dick's Sporting Goods suffering its worst single-day drop before finishing up with stocks on our radar.    Jon Quast, Jason Hall, and Matt Frankel discuss:  - Nvidia’s prediction for AI capex spend  - Marvell’s accelerating growth  - CrowdStrike’s “Mythos moment” tailwind  - Winners and losers in AI cybersecurity  - Dick’s worst day ever  - As always, stocks on our radar    Companies discussed: Nvidia (NVDA), Marvell (MRVL), CrowdStrike (CRWD), SentinelOne (S), Okta (OKTA), PayPal (PYPL), AppLovin (APP), Sterling Infrastructure (STRL), Dick’s Sporting Goods (DKS), Atlanta Braves Holdings (BATRA), Forget Power Solutions (FPS)    Host: Jon Quast  Guests: Jason Hall, Matt Frankel  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]]></itunes:summary><itunes:duration>2412</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>NVIDIA Earnings Blow Everyone Away</title><link>https://www.spreaker.com/episode/nvidia-earnings-blow-everyone-away--75706839</link><description><![CDATA[With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything AI related. Jon, Matt, and Tyler dissect NVIDIA’s most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike’s earnings and a mailbag question about local vs. cloud AI.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - NVIDIA’s earnings and guidance update  - The winners and losers from NVIDIA’s earnings  - Crowdstrike’s earnings  - Is Crowdstrike’s stock a buy?  - Mailbag: Is local AI a hyperscaler problem?    Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX,    Host: Tyler Crowe  Guests: Jon Quast, Matt Frankel  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]]></description><guid isPermaLink="false">0073d9d4-05d6-11f1-a338-6f2fcf918fc9</guid><pubDate>Thu, 27 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706839/arml3607985917.mp3" length="69051473" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup...</itunes:subtitle><itunes:summary><![CDATA[With a company as large and as meticulously covered as NVIDIA, you would think there wouldn’t be anything that surprises us anymore. So much for that thesis. NVIDIA's most recent earnings and guidance blew past everyone’s expectations and setup another stellar year for anything AI related. Jon, Matt, and Tyler dissect NVIDIA’s most recent earnings as well as the “hidden” winners and losers from the most recent earnings results. Plus, Crowdstrike’s earnings and a mailbag question about local vs. cloud AI.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - NVIDIA’s earnings and guidance update  - The winners and losers from NVIDIA’s earnings  - Crowdstrike’s earnings  - Is Crowdstrike’s stock a buy?  - Mailbag: Is local AI a hyperscaler problem?    Companies discussed: NVDA, HP, DELL, CRDO, ONTO, IESC, GRMN, RBRK, ZS, SPCX,    Host: Tyler Crowe  Guests: Jon Quast, Matt Frankel  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]]></itunes:summary><itunes:duration>1721</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meta Platforms Settles Major Lawsuit, Pays $18 Billion</title><link>https://www.spreaker.com/episode/meta-platforms-settles-major-lawsuit-pays-18-billion--75706834</link><description><![CDATA[Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion and for several changes to its social media apps. Lou, Rachel, and Tyler dig into the details of the settlement and how it will impact Meta. Plus, Intuit’s earnings and the listener mailbag.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Rachel Warren, and Lou Whiteman discuss:  - Meta’s $18 billion settlement  - Was this a “best case scenario” for Meta?  - Intuit’s earnings: SasSpocalyse or corporate complacency?  - Mailbag: Will Uber’s European fines impact its future?    Companies discussed: META, GOOGL, INTU, UBER    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">008f2626-05d6-11f1-a338-e3a7aa4f62ef</guid><pubDate>Wed, 26 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706834/arml4638976527.mp3" length="50328834" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion...</itunes:subtitle><itunes:summary><![CDATA[Meta Platforms has been the subject of several lawsuits. By some estimates, the potential fines for these lawsuits were as high as the market cap of the entire company. Today, the company settled several of these high-profile lawsuits for $18 billion and for several changes to its social media apps. Lou, Rachel, and Tyler dig into the details of the settlement and how it will impact Meta. Plus, Intuit’s earnings and the listener mailbag.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Rachel Warren, and Lou Whiteman discuss:  - Meta’s $18 billion settlement  - Was this a “best case scenario” for Meta?  - Intuit’s earnings: SasSpocalyse or corporate complacency?  - Mailbag: Will Uber’s European fines impact its future?    Companies discussed: META, GOOGL, INTU, UBER    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1253</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dick’s Sporting Goods has a Foot Locker Problem</title><link>https://www.spreaker.com/episode/dick-s-sporting-goods-has-a-foot-locker-problem--75706835</link><description><![CDATA[When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick’s challenging quarter. Plus, unhearalded earnings reports and listener questions    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Rachel Warren, and Matt Frankel discuss:  - Dick’s Sportinf Goods earnings and guidance cut.  - Was it “geopolitical concerns” or just Foot Locker?  - The woes of Walker &amp; Dunlop  - CVS HEalth’s turnaround candidacy  - Is UPS a value or a value trap?    Companies discussed: DKS, NKE, ONON, ASO, UA, CROX, WD, CVS, UPS, AMZN    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">00aac1ec-05d6-11f1-a338-77789656de50</guid><pubDate>Tue, 25 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706835/arml6942418299.mp3" length="58867662" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and...</itunes:subtitle><itunes:summary><![CDATA[When Dick’s Sporting Goods acquired Foot Locker last year, it was supposed to be a transformative deal that would serve a “broader range of consumers”. Fast forward to today, and the company is still struggling with the integration. Matt, Rachel, and Tyler take a look at the Dick’s challenging quarter. Plus, unhearalded earnings reports and listener questions    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Rachel Warren, and Matt Frankel discuss:  - Dick’s Sportinf Goods earnings and guidance cut.  - Was it “geopolitical concerns” or just Foot Locker?  - The woes of Walker &amp; Dunlop  - CVS HEalth’s turnaround candidacy  - Is UPS a value or a value trap?    Companies discussed: DKS, NKE, ONON, ASO, UA, CROX, WD, CVS, UPS, AMZN    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1466</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>1 Earnings Report That Could Move the Market</title><link>https://www.spreaker.com/episode/1-earnings-report-that-could-move-the-market--75706848</link><description><![CDATA[On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical infrastructure of AI as well as why an investor would keep holding a stock after there’s an acquisition announcement.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -What we’re watching with Nvidia’s report on Wednesday  -How Nvidia’s report could ripple through the stock market  -Overbuilding with data centers or not?  -What is Jevon’s Paradox?  -What to watch after acquisition announcements    Companies discussed: Nvidia (NVDA), AMD (AMD), Warner Bros Discovery (WBD), Paramount Skydance (PSKY)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">00c6aa7e-05d6-11f1-a338-6bdd0f63ef52</guid><pubDate>Mon, 24 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706848/arml5596817972.mp3" length="64765091" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our...</itunes:subtitle><itunes:summary><![CDATA[On Wednesday, the world’s most valuable company will report financial results and they’re expected to be spectacular. But Nvidia’s management has to say could have huge economic ramifications. Jon, Matt, and Rachel also take questions from our mailbag, talking about the physical infrastructure of AI as well as why an investor would keep holding a stock after there’s an acquisition announcement.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -What we’re watching with Nvidia’s report on Wednesday  -How Nvidia’s report could ripple through the stock market  -Overbuilding with data centers or not?  -What is Jevon’s Paradox?  -What to watch after acquisition announcements    Companies discussed: Nvidia (NVDA), AMD (AMD), Warner Bros Discovery (WBD), Paramount Skydance (PSKY)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1614</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>America Is 10x Behind China in AI Infrastructure — The CEO Building the Solution</title><link>https://www.spreaker.com/episode/america-is-10x-behind-china-in-ai-infrastructure-the-ceo-building-the-solution--75706869</link><description><![CDATA[The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exowatt — backed by Sam Altman and Andreessen Horowitz — about why the AI build-out is hitting a wall that no amount of chips or software can fix. They get into why a one-year grid delay costs a hyperscaler $12 billion in missed revenue, why China has 10 times more capacity than the US to build AI infrastructure, and what investors need to actually be tracking as hundreds of billions of dollars flow into the AI build-out — including whether the data centers being built today will still be operating in ten years.     Host: Rachel Warren   Guest: Hannan Happi   Producers: Dennis Golin, Lauren Budabin     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.]]></description><guid isPermaLink="false">00e1eb36-05d6-11f1-a338-0b627cc5c840</guid><pubDate>Sun, 23 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706869/arml1804525880.mp3" length="74400060" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exowatt — backed by Sam Altman and Andreessen Horowitz...</itunes:subtitle><itunes:summary><![CDATA[The AI race isn't being won in the model lab — it's being won in the power grid. And right now, America is losing. Motley Fool analyst Rachel Warren talks with Hannan Happi, co-founder and CEO of Exowatt — backed by Sam Altman and Andreessen Horowitz — about why the AI build-out is hitting a wall that no amount of chips or software can fix. They get into why a one-year grid delay costs a hyperscaler $12 billion in missed revenue, why China has 10 times more capacity than the US to build AI infrastructure, and what investors need to actually be tracking as hundreds of billions of dollars flow into the AI build-out — including whether the data centers being built today will still be operating in ten years.     Host: Rachel Warren   Guest: Hannan Happi   Producers: Dennis Golin, Lauren Budabin     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.]]></itunes:summary><itunes:duration>1855</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Crucial Steps for the “Pre-Go” Years Before Retirement</title><link>https://www.spreaker.com/episode/crucial-steps-for-the-pre-go-years-before-retirement--75706828</link><description><![CDATA[We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO and founder of Sensible Money, a fee-only planning firm in Arizona. She is also the author of three books, including her latest: “Living Off Your Acorns: Your Guide to the Four Phases of Retirement.”    Topics covered:    -How to systematically de-risk your portfolio as you get closer to retirement-Deciding when to retire, and planning for the possibility that it may be sooner than you prefer-Strategies for lowering your tax bill over the course of retirement-The benefits of categorizing the often-complex decisions about retirement as green, yellow, and red-The “arrival fallacy” and steps to take to ensure your retirement is as fulfilling as possible    Host: Robert Brokamp, CFP®, EAGuest: Dana Anspach, CFP®, RMA®Engineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">002065ce-05d6-11f1-a338-5b2efde4af97</guid><pubDate>Sat, 22 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706828/arml6779764964.mp3" length="73641419" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner...</itunes:subtitle><itunes:summary><![CDATA[We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies with Dana Anspach, who has been a financial planner since 1995 and is the CEO and founder of Sensible Money, a fee-only planning firm in Arizona. She is also the author of three books, including her latest: “Living Off Your Acorns: Your Guide to the Four Phases of Retirement.”    Topics covered:    -How to systematically de-risk your portfolio as you get closer to retirement-Deciding when to retire, and planning for the possibility that it may be sooner than you prefer-Strategies for lowering your tax bill over the course of retirement-The benefits of categorizing the often-complex decisions about retirement as green, yellow, and red-The “arrival fallacy” and steps to take to ensure your retirement is as fulfilling as possible    Host: Robert Brokamp, CFP®, EAGuest: Dana Anspach, CFP®, RMA®Engineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1836</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Cancer Vaccines &amp; Data Center Drama</title><link>https://www.spreaker.com/episode/cancer-vaccines-data-center-drama--75706861</link><description><![CDATA[The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against the AI buildout at a high. We discuss this and more this week.  Travis Hoium, Lou Whiteman, and Jim Gillies discuss:  - Why Interest Rates Matter- The Bond Market Wins- Moderna’s Big Week- Take My Money!- Data Center PR Problem- Stocks On Our Radar  Companies discussed: NVIDIA (NVDA), Peloton (PTON), Moderna (MRNA), Union Pacific (UNP), Apple (AAPL).  Host: Travis HoiumGuests: Lou Whiteman, Jim GilliesEngineer: 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.]]></description><guid isPermaLink="false">00053d62-05d6-11f1-a338-9383828a13ea</guid><pubDate>Fri, 21 Aug 2026 20:44:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706861/arml8709799436.mp3" length="97780537" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against...</itunes:subtitle><itunes:summary><![CDATA[The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have had their own drama with public pushback against the AI buildout at a high. We discuss this and more this week.  Travis Hoium, Lou Whiteman, and Jim Gillies discuss:  - Why Interest Rates Matter- The Bond Market Wins- Moderna’s Big Week- Take My Money!- Data Center PR Problem- Stocks On Our Radar  Companies discussed: NVIDIA (NVDA), Peloton (PTON), Moderna (MRNA), Union Pacific (UNP), Apple (AAPL).  Host: Travis HoiumGuests: Lou Whiteman, Jim GilliesEngineer: 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.]]></itunes:summary><itunes:duration>2439</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is AI the Answer to Big-Box Retail’s Woes?</title><link>https://www.spreaker.com/episode/is-ai-the-answer-to-big-box-retail-s-woes--75706772</link><description><![CDATA[The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon also discuss drone deliveries before finishing the episode with a listener question about the next generation of real-estate brokerages.  Have a question? Email us; podcasts@fool.com   Tyler Crowe, Matt Frankel, and Jon Quast discuss:- The tariff refund for big box retailers- What retailers are doing with AI assistants and agentic AI- Uber’s partnership with Zipline- Amazon’s big “splash” with drone delivery- Why AGNT stock hasn’t been a winning investment…yet  Companies discussed: HD, LOW, TJX, WMT, TGT, UBER, AMZN, BRK.A, BRK.B, AGNT, REAX  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: 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.]]></description><guid isPermaLink="false">ffea0254-05d5-11f1-a338-833d41dd451c</guid><pubDate>Thu, 20 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706772/arml2651506467.mp3" length="72680547" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the...</itunes:subtitle><itunes:summary><![CDATA[The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants with cheesy names) to bring their businesses into the future. Tyler, Matt, and Jon also discuss drone deliveries before finishing the episode with a listener question about the next generation of real-estate brokerages.  Have a question? Email us; podcasts@fool.com   Tyler Crowe, Matt Frankel, and Jon Quast discuss:- The tariff refund for big box retailers- What retailers are doing with AI assistants and agentic AI- Uber’s partnership with Zipline- Amazon’s big “splash” with drone delivery- Why AGNT stock hasn’t been a winning investment…yet  Companies discussed: HD, LOW, TJX, WMT, TGT, UBER, AMZN, BRK.A, BRK.B, AGNT, REAX  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: 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.]]></itunes:summary><itunes:duration>1812</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Behind The Most Exciting Stock Pop In Years!</title><link>https://www.spreaker.com/episode/behind-the-most-exciting-stock-pop-in-years--75706823</link><description><![CDATA[Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this could change how we look at cancer in the future. We discuss why the stock is up over 100%. Plus, we end the show with the latest from OpenAI and Anthropic.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Target Earnings- Is Target Stock a Buy?- Moderna’s HUGE News- Scaling Qs- Is AI Growth Slowing?- Speed Running to an IPO    Companies discussed: Target (TGT), Moderna (MRNA), Merck (MRK).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">ffca9dce-05d5-11f1-a338-b76a415e0f19</guid><pubDate>Thu, 20 Aug 2026 14:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706823/arml2060370932.mp3" length="48422688" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and,...</itunes:subtitle><itunes:summary><![CDATA[Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encouraging it was fast tracked through the trial and, while there are questions, this could change how we look at cancer in the future. We discuss why the stock is up over 100%. Plus, we end the show with the latest from OpenAI and Anthropic.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Target Earnings- Is Target Stock a Buy?- Moderna’s HUGE News- Scaling Qs- Is AI Growth Slowing?- Speed Running to an IPO    Companies discussed: Target (TGT), Moderna (MRNA), Merck (MRK).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1205</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Bond Market Selloff is Showing up in Earnings Reports</title><link>https://www.spreaker.com/episode/the-bond-market-selloff-is-showing-up-in-earnings-reports--75706897</link><description><![CDATA[Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and how it’s showing up in stocks. Plus, Klarna’s and Home Depot’s earnings and how they are feeling the strains of the debt market.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:    - The selloff in bonds and how it’s affecting stocks- Why AI companies are getting caught up in the bond market moves.- Klarna’s earnings- Home Depot’s earnings    Companies discussed: META, GOOG, MSFT, KLAR, HD    Host: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">ffaf51cc-05d5-11f1-a338-dffb96923c41</guid><pubDate>Tue, 18 Aug 2026 21:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706897/arml1499953300.mp3" length="56101877" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the...</itunes:subtitle><itunes:summary><![CDATA[Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going on with bonds. Lou, Matt, and Tyler dissect the recent moves in bond markets and how it’s showing up in stocks. Plus, Klarna’s and Home Depot’s earnings and how they are feeling the strains of the debt market.    Have a question? Email us; podcasts@fool.com     Tyler Crowe, Lou Whiteman, and Matt Frankel discuss:    - The selloff in bonds and how it’s affecting stocks- Why AI companies are getting caught up in the bond market moves.- Klarna’s earnings- Home Depot’s earnings    Companies discussed: META, GOOG, MSFT, KLAR, HD    Host: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1397</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Berkshire Hathaway Hasn’t Done This in Over 3 Years</title><link>https://www.spreaker.com/episode/berkshire-hathaway-hasn-t-done-this-in-over-3-years--75706791</link><description><![CDATA[Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a listener question regarding how to spot a winning stock early before finishing the episode by running some Berkshire stocks through some Hidden Gems mental frameworks.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Berkshire buys stocks again-Greg Abel’s changing approach-Hidden Gems Investing’s favorite AI scoring categories-Why housing stocks could be Hidden Gems-Why the AI industry is still a great place to look for Hidden Gems    Companies discussed: Berkshire Hathaway (BRK.A)(BRK.B), Alphabet (GOOG)(GOOGL), D.R. Horton (DHI), Kroger (KR), Delta (DAL), Rocket Lab (RKLB), Dream Finders Homes (DFH), Forgent Power Solutions (FPS)    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth    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]]></description><guid isPermaLink="false">ff93a77e-05d5-11f1-a338-9741d9ee3b7e</guid><pubDate>Mon, 17 Aug 2026 23:47:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706791/arml2200717790.mp3" length="71967793" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a...</itunes:subtitle><itunes:summary><![CDATA[Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break down Berkshire’s latest moves before answering a listener question regarding how to spot a winning stock early before finishing the episode by running some Berkshire stocks through some Hidden Gems mental frameworks.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Berkshire buys stocks again-Greg Abel’s changing approach-Hidden Gems Investing’s favorite AI scoring categories-Why housing stocks could be Hidden Gems-Why the AI industry is still a great place to look for Hidden Gems    Companies discussed: Berkshire Hathaway (BRK.A)(BRK.B), Alphabet (GOOG)(GOOGL), D.R. Horton (DHI), Kroger (KR), Delta (DAL), Rocket Lab (RKLB), Dream Finders Homes (DFH), Forgent Power Solutions (FPS)    Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth    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]]></itunes:summary><itunes:duration>1794</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce</title><link>https://www.spreaker.com/episode/mastercard-ceo-ai-shopping-agents-machine-to-machine-payments-and-the-new-infrastructure-of-commerce--75706794</link><description><![CDATA[What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay protocol, explains why machine-to-machine payments could transform B2B commerce, and reveals why Mastercard just acquired the world's largest stablecoin platform. He also gets into what the AI revolution really means for employment, why proprietary transaction data is Mastercard's deepest competitive moat, and how he personally stays sharp running a $500 billion company.     Host: Tom Gardner   Guest: Michael Miebach   Producers: Bart Shannon, Lauren Budabin     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.]]></description><guid isPermaLink="false">ff772716-05d5-11f1-a338-d32e6c380732</guid><pubDate>Sun, 16 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706794/arml9310069345.mp3" length="66914277" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay...</itunes:subtitle><itunes:summary><![CDATA[What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO Michael Miebach breaks down the company's Agent Pay protocol, explains why machine-to-machine payments could transform B2B commerce, and reveals why Mastercard just acquired the world's largest stablecoin platform. He also gets into what the AI revolution really means for employment, why proprietary transaction data is Mastercard's deepest competitive moat, and how he personally stays sharp running a $500 billion company.     Host: Tom Gardner   Guest: Michael Miebach   Producers: Bart Shannon, Lauren Budabin     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.]]></itunes:summary><itunes:duration>1667</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Your Social Security Benefit Is Actually Calculated</title><link>https://www.spreaker.com/episode/how-your-social-security-benefit-is-actually-calculated--75706826</link><description><![CDATA[Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener’s real-world question and turns it into a clear, step-by-step guide to how your benefit is actually built. Key concepts discussed:-The “35 highest-earning years” rule—demystified: How Social Security treats your top earning years, wage inflation adjustments, and what “zero years” can do to your average.-AIME, bend points, and PIA: The three core building blocks of your benefit and why the formula is designed to replace a higher share of income for lower earners.-Claiming strategy matters more than you think: How taking benefits early vs. waiting (up to age 70) permanently changes your payout—and why family benefits (spousal/survivor) should be part of the decision.-How to estimate your benefit with better tools: Where the Social Security statement can mislead (especially if income will drop later), plus the best calculators and resources to model realistic future earnings and claiming ages.Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon and Kristi Waterworth    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.]]></description><guid isPermaLink="false">feb005dc-05d5-11f1-a338-6b863f4f4332</guid><pubDate>Sat, 15 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706826/arml5784370167.mp3" length="32347629" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener’s real-world question and turns it into a clear, step-by-step guide to how your benefit is...</itunes:subtitle><itunes:summary><![CDATA[Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener’s real-world question and turns it into a clear, step-by-step guide to how your benefit is actually built. Key concepts discussed:-The “35 highest-earning years” rule—demystified: How Social Security treats your top earning years, wage inflation adjustments, and what “zero years” can do to your average.-AIME, bend points, and PIA: The three core building blocks of your benefit and why the formula is designed to replace a higher share of income for lower earners.-Claiming strategy matters more than you think: How taking benefits early vs. waiting (up to age 70) permanently changes your payout—and why family benefits (spousal/survivor) should be part of the decision.-How to estimate your benefit with better tools: Where the Social Security statement can mislead (especially if income will drop later), plus the best calculators and resources to model realistic future earnings and claiming ages.Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon and Kristi Waterworth    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.]]></itunes:summary><itunes:duration>803</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>IPO Fever Heats Up For OpenAI and Anthropic</title><link>https://www.spreaker.com/episode/ipo-fever-heats-up-for-openai-and-anthropic--75706863</link><description><![CDATA[Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?Travis Hoium, Lou Whiteman, and Jason Moser discuss:- AI IPO Setup- Insatiable Demand- Debt Gets Involved- Restaurant Recovery?- Buying a Franchise- Radar StocksCompanies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX).Host: Travis HoiumGuests: Lou Whiteman, Jason MoserEngineer: Bart ShannonAdvertisements 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.]]></description><guid isPermaLink="false">fecb0f4e-05d5-11f1-a338-eb3333c2f0c4</guid><pubDate>Fri, 14 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706863/arml9132960230.mp3" length="100441800" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got...</itunes:subtitle><itunes:summary><![CDATA[Demand for AI is exploding and two companies – OpenAI and Anthropic – are driving the industry forward. Everything from hyperscalers to neoclouds to memory stocks are hanging on the demand for tokens they need. We discuss that demand, how debt got involved, and what could go wrong. Plus, what sports franchise would you buy?Travis Hoium, Lou Whiteman, and Jason Moser discuss:- AI IPO Setup- Insatiable Demand- Debt Gets Involved- Restaurant Recovery?- Buying a Franchise- Radar StocksCompanies discussed: Quantum Computing (QUBT), Firefly (FLY), Alphabet (GOOG), Amazon (AMZN), SpaceX (SPCX).Host: Travis HoiumGuests: Lou Whiteman, Jason MoserEngineer: Bart ShannonAdvertisements 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.]]></itunes:summary><itunes:duration>2506</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Cisco &amp; Cerebras Orders up, Stocks Down</title><link>https://www.spreaker.com/episode/cisco-cerebras-orders-up-stocks-down--75706854</link><description><![CDATA[Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-radar stocks.Have a question? Email us; podcasts@fool.com   Tyler Crowe, Matt Frankel, and Jon Quast discuss:     Cisco earnings. Strong hardware, weak software    Cerebras, making sense of its confusing earnings    Can innovations like Cerebras threaten the AI incumbants?    Hidden Gems earnings lightning round   Companies discussed: CSCO, ANET, DELL, CRBS, NVDA, XMTR, MQ, TBBBHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">fee62f54-05d5-11f1-a338-a7d78e73e137</guid><pubDate>Thu, 13 Aug 2026 21:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706854/arml2597067543.mp3" length="67502876" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major...</itunes:subtitle><itunes:summary><![CDATA[Both Cisco Systems and Cerebras earnings reports showed two companies with bulging order books, but even that couldn’t satiate the markets appetite. Jon, Matt, and Tyler break down their respective earnings reports and look at some of the major challenges these companies will face and the challenges they present to investors. Plus, a lightning round of earnings reports on our favorite under-the-radar stocks.Have a question? Email us; podcasts@fool.com   Tyler Crowe, Matt Frankel, and Jon Quast discuss:     Cisco earnings. Strong hardware, weak software    Cerebras, making sense of its confusing earnings    Can innovations like Cerebras threaten the AI incumbants?    Hidden Gems earnings lightning round   Companies discussed: CSCO, ANET, DELL, CRBS, NVDA, XMTR, MQ, TBBBHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1682</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Neoclouds Shine</title><link>https://www.spreaker.com/episode/neoclouds-shine--75706838</link><description><![CDATA[The AI buildout has one big beneficiary today and that’s neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they’re seing incredible demand for the assets they’re building. We discuss the short-term demand and where these stocks face risks long-term. Plus, we discuss Cava’s results and what inflation is telling us.Travis Hoium, Tyler Crowe, and Rachel Warren discuss:  - Coreweave’s Results- Neocloud Financing- Cava’s Traffic Growth- Why Restaurants Are Hard- Inflation Eases- Energy’s Impact Prices  Companies discussed: Coreweave (CRWV), Nebius (NBIS), Cava (CAVA).  Host: Travis HoiumGuests: Tyler Crowe, Rachel WarrenEngineer: Kristi Waterworth   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]]></description><guid isPermaLink="false">ff0121ce-05d5-11f1-a338-c7edc8ee9149</guid><pubDate>Wed, 12 Aug 2026 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706838/arml6644637805.mp3" length="52527768" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The AI buildout has one big beneficiary today and that’s neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they’re seing incredible demand for the assets they’re building. We discuss the short-term demand and where these...</itunes:subtitle><itunes:summary><![CDATA[The AI buildout has one big beneficiary today and that’s neoclouds Coreweave and Nebius. These companies buy and rent out GPUs for AI and they’re seing incredible demand for the assets they’re building. We discuss the short-term demand and where these stocks face risks long-term. Plus, we discuss Cava’s results and what inflation is telling us.Travis Hoium, Tyler Crowe, and Rachel Warren discuss:  - Coreweave’s Results- Neocloud Financing- Cava’s Traffic Growth- Why Restaurants Are Hard- Inflation Eases- Energy’s Impact Prices  Companies discussed: Coreweave (CRWV), Nebius (NBIS), Cava (CAVA).  Host: Travis HoiumGuests: Tyler Crowe, Rachel WarrenEngineer: Kristi Waterworth   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]]></itunes:summary><itunes:duration>1308</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats Up</title><link>https://www.spreaker.com/episode/rocketlab-s-neutron-update-on-holdings-earnings-and-the-evtol-rivalry-heats-up--75706875</link><description><![CDATA[Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s earnings and opportunities in the space economy. Plus, ON Holdings decides to prioritize margins, and eVTOL companies Archer Aviation &amp; Joby Aviation try to one up each other.  Have a question? Email us; podcasts@fool.com   Tyler Crowe, Travis Hoium, and Matt Frankel discuss:  - RocketLab’s earnings and the Neutron schedule- Investing opportunities in the space economy- On Holdings earnings- The give and take of DTC sales for retailers- eVTOL acquisitions  Companies discussed: RKLB, ONON, NKE, UA, ACHR, JOBY, BA  Host: Tyler CroweGuests: Travis Hoium, Matt FrankelEngineer: Kristi Waterworth  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]]></description><guid isPermaLink="false">ff1faa7c-05d5-11f1-a338-b3aae4cc94c0</guid><pubDate>Wed, 12 Aug 2026 04:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706875/arml2432952344.mp3" length="61251214" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s...</itunes:subtitle><itunes:summary><![CDATA[Whenever RocketLab reports earnings these days, investors and analysts are far more interested in Neutron rocket updates than anything else. No wonder it was the most discussed topic on the conference call. Travis, Matt, and Tyler dissect Rocketlab’s earnings and opportunities in the space economy. Plus, ON Holdings decides to prioritize margins, and eVTOL companies Archer Aviation &amp; Joby Aviation try to one up each other.  Have a question? Email us; podcasts@fool.com   Tyler Crowe, Travis Hoium, and Matt Frankel discuss:  - RocketLab’s earnings and the Neutron schedule- Investing opportunities in the space economy- On Holdings earnings- The give and take of DTC sales for retailers- eVTOL acquisitions  Companies discussed: RKLB, ONON, NKE, UA, ACHR, JOBY, BA  Host: Tyler CroweGuests: Travis Hoium, Matt FrankelEngineer: Kristi Waterworth  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]]></itunes:summary><itunes:duration>1526</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Internet Is Changing Fast</title><link>https://www.spreaker.com/episode/the-internet-is-changing-fast--75706802</link><description><![CDATA[Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.  Jon Quast, Matt Frankel, and Tyler Crowe discuss:  -Agentic AI internet traffic surpassing human traffic-The investment opportunities if agentic traffic increases exponentially-The government’s investment in mining education-Whether there are buying opportunities for mining stocks-Why Intel is raising cash  Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL)  Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Kristi Waterworth  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]]></description><guid isPermaLink="false">ff3a4c9c-05d5-11f1-a338-cfc5d2eb0a08</guid><pubDate>Tue, 11 Aug 2026 01:43:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706802/arml1830462004.mp3" length="64303181" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for...</itunes:subtitle><itunes:summary><![CDATA[Lost in the commotion of earnings season, Cloudflare co-founder and CEO Matthew Prince made an extraordinary claim about how internet traffic is changing at an exponential rate, motivating Jon to ask Matt and Tyler to dissect the news and look for investment opportunities. The trio also discusses the latest news in the mining industry as well as Intel’s latest equity sale.  Jon Quast, Matt Frankel, and Tyler Crowe discuss:  -Agentic AI internet traffic surpassing human traffic-The investment opportunities if agentic traffic increases exponentially-The government’s investment in mining education-Whether there are buying opportunities for mining stocks-Why Intel is raising cash  Companies discussed: Cloudflare (NET), GE Vernova (GEV), Quanta Services (PWR), Intel (INTC), Alphabet (GOOG)(GOOGL), Oracle (ORCL)  Host: Jon QuastGuests: Matt Frankel, Tyler CroweEngineer: Kristi Waterworth  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]]></itunes:summary><itunes:duration>1602</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mastercard CEO: The $15.6 Trillion Threat Most Investors Are Ignoring</title><link>https://www.spreaker.com/episode/mastercard-ceo-the-15-6-trillion-threat-most-investors-are-ignoring--75706893</link><description><![CDATA[By 2030, cyber fraud is projected to cause $15.6 trillion in damage — enough to make it the third largest economy in the world. So how does the company processing 180 billion transactions a year stay ahead of it? Motley Fool CEO Tom Gardner sits down with Mastercard CEO Michael Miebach on the day of Mastercard's second quarter earnings to break down how the world's most powerful payment network actually works, why cybersecurity has become Mastercard's fastest growing business, and what the rise of stablecoins really means for everyday investors — threat or opportunity.     Host: Tom Gardner  Guest: Michael Miebach  Producers: Bart Shannon, Lauren Budabin    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.]]></description><guid isPermaLink="false">ff588a36-05d5-11f1-a338-17f50a491976</guid><pubDate>Sun, 09 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706893/arml7976804345.mp3" length="65717569" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>By 2030, cyber fraud is projected to cause $15.6 trillion in damage — enough to make it the third largest economy in the world. So how does the company processing 180 billion transactions a year stay ahead of it? Motley Fool CEO Tom Gardner sits down...</itunes:subtitle><itunes:summary><![CDATA[By 2030, cyber fraud is projected to cause $15.6 trillion in damage — enough to make it the third largest economy in the world. So how does the company processing 180 billion transactions a year stay ahead of it? Motley Fool CEO Tom Gardner sits down with Mastercard CEO Michael Miebach on the day of Mastercard's second quarter earnings to break down how the world's most powerful payment network actually works, why cybersecurity has become Mastercard's fastest growing business, and what the rise of stablecoins really means for everyday investors — threat or opportunity.     Host: Tom Gardner  Guest: Michael Miebach  Producers: Bart Shannon, Lauren Budabin    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.]]></itunes:summary><itunes:duration>1638</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/02fa303fc6f4abaa9896dfc461ebbeb3.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>In Retirement, More Spending Leads to Higher Taxes</title><link>https://www.spreaker.com/episode/in-retirement-more-spending-leads-to-higher-taxes--75706849</link><description><![CDATA[That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come. Robert Brokamp breaks down the hidden math behind retirement spending, and what you can do now to keep more of your money.Key topics discussed:-The tax "snowball" effect: how one year of higher spending can force bigger withdrawals in following years just to cover the tax bill, compounding the cost over time-Uncle Sam loves seniors: tax benefits for the 65-and-older crowd result in a lot of tax-free income – but spending beyond certain levels can result in a quickly accelerating tax bill-Two hidden costs of spending more: how bigger withdrawals can trigger taxes on Social Security benefits and surprise IRMAA surcharges on Medicare premiums-How to soften the blow: why building up Roth assets and paying off debt before retirement can protect you from these tax trapsHost: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">fe94ea68-05d5-11f1-a338-5786819546d4</guid><pubDate>Sat, 08 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706849/arml1341312500.mp3" length="30114577" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to...</itunes:subtitle><itunes:summary><![CDATA[That vacation, RV, or home renovation you're planning in retirement might cost a lot more than the price tag suggests. One extra withdrawal from your IRA can set off a chain reaction of higher taxes and even surprise Medicare surcharges — for years to come. Robert Brokamp breaks down the hidden math behind retirement spending, and what you can do now to keep more of your money.Key topics discussed:-The tax "snowball" effect: how one year of higher spending can force bigger withdrawals in following years just to cover the tax bill, compounding the cost over time-Uncle Sam loves seniors: tax benefits for the 65-and-older crowd result in a lot of tax-free income – but spending beyond certain levels can result in a quickly accelerating tax bill-Two hidden costs of spending more: how bigger withdrawals can trigger taxes on Social Security benefits and surprise IRMAA surcharges on Medicare premiums-How to soften the blow: why building up Roth assets and paying off debt before retirement can protect you from these tax trapsHost: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>747</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Trade Desk’s Woes &amp; A New AI Donut?</title><link>https://www.spreaker.com/episode/the-trade-desk-s-woes-a-new-ai-donut--75706937</link><description><![CDATA[As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Jobs Report  - Earnings Season Recap  - The Trade Desk  - Value or Trap?  - Google’s Brain Drain  - Stocks on our Radar    Companies discussed: Alphabet (GOOG), Apple (AAPL), The Trade Desk (TTD), Shift4 (FOUR), Micron (MU), Salesforce (CRM), Adobe (ADBE), GM (GM), Symbotic (SYM), ServiceNow (NOW), .    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]]></description><guid isPermaLink="false">fe774198-05d5-11f1-a338-7f91e4dd25c1</guid><pubDate>Fri, 07 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706937/arml7888816589.mp3" length="95983146" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar....</itunes:subtitle><itunes:summary><![CDATA[As earnings season winds to a close, the team discusses what we learned this quarter and why a new jobs report may actually be good for the market. Plus, we discuss The Trade Desk’s bad week, Google’s brain drain, and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Jobs Report  - Earnings Season Recap  - The Trade Desk  - Value or Trap?  - Google’s Brain Drain  - Stocks on our Radar    Companies discussed: Alphabet (GOOG), Apple (AAPL), The Trade Desk (TTD), Shift4 (FOUR), Micron (MU), Salesforce (CRM), Adobe (ADBE), GM (GM), Symbotic (SYM), ServiceNow (NOW), .    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]]></itunes:summary><itunes:duration>2394</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Wild Swings of Earnings Season Continue</title><link>https://www.spreaker.com/episode/the-wild-swings-of-earnings-season-continue--75706898</link><description><![CDATA[The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Travis Hoium, and Jon Quast discuss:  - MercadoLibre’s rapid revenue growth and contracting margins  - Has Unity Software finally turned the corner?  - The changing strategy for Celsius Holdings  - Applovin’s revenue continues to decelerate    Companies discussed: MELI, AMZN, U, APP, CELH    Host: Tyler Crowe  Guests: Travis Hoium, 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]]></description><guid isPermaLink="false">fe593e32-05d5-11f1-a338-13826c9620a4</guid><pubDate>Thu, 06 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706898/arml2447693658.mp3" length="51227784" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect...</itunes:subtitle><itunes:summary><![CDATA[The amount of stocks moving 10% or more in either direction this most recent quarter has been staggering. Even companies that post decent, even some might call good, results are dropping double digits or more. Today, Jon, Travis, and Tyler dissect earnings results from several Motley Fool favorites that are moving double digits today to try and make sense of these sharp stock moves.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Travis Hoium, and Jon Quast discuss:  - MercadoLibre’s rapid revenue growth and contracting margins  - Has Unity Software finally turned the corner?  - The changing strategy for Celsius Holdings  - Applovin’s revenue continues to decelerate    Companies discussed: MELI, AMZN, U, APP, CELH    Host: Tyler Crowe  Guests: Travis Hoium, 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]]></itunes:summary><itunes:duration>1275</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Shopify Shines and Uber Declines</title><link>https://www.spreaker.com/episode/shopify-shines-and-uber-declines--75706806</link><description><![CDATA[Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the parks business to drive results.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Uber’s Results  - Why Shares Fell  - Disney’s Parks Growth  - Where Does ESPN Go?  - Shopify’s Blowout  - Can Growth Sustain?    Companies discussed: Uber (UBER), Disney (DIS), Shopify (SHOP).    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]]></description><guid isPermaLink="false">fe3b1e52-05d5-11f1-a338-2ff1b24d66d4</guid><pubDate>Wed, 05 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706806/arml2380099930.mp3" length="47648174" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and...</itunes:subtitle><itunes:summary><![CDATA[Earnings season continues to give strong results, but that doesn’t mean each stock is rising on the news. Today, we saw Shopify jump and Uber fall after earnings that both showed strong adoption for their products. In addition, we discuss Disney and its growing reliance on the parks business to drive results.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Uber’s Results  - Why Shares Fell  - Disney’s Parks Growth  - Where Does ESPN Go?  - Shopify’s Blowout  - Can Growth Sustain?    Companies discussed: Uber (UBER), Disney (DIS), Shopify (SHOP).    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]]></itunes:summary><itunes:duration>1186</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Palantir Makes its Case Against Frontier AI</title><link>https://www.spreaker.com/episode/palantir-makes-its-case-against-frontier-ai--75706866</link><description><![CDATA[Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify’s mixed earnings results    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Travis Hoium, and Lou Whiteman discuss:  - Palantir’s earnings and guidance  - The case for model-agnostic AI  -Caterpillar’s incredible quarter  -Is Spotify a growth stock or a value stock    Companies discussed: PLTR, CAT, DE, SPOT, NFLX    Host: Tyler Crowe  Guests: Travis Hoium, Lou Whiteman  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]]></description><guid isPermaLink="false">fe1c6412-05d5-11f1-a338-47724d699d91</guid><pubDate>Tue, 04 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706866/arml9780760208.mp3" length="55270468" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s...</itunes:subtitle><itunes:summary><![CDATA[Shares of Palantir had an stellar day after reporting even more stellar earnings results. Many of the questions about getting commercial customers into its ecosystem appear to have been answered, and CEO Alex Karp made the case that Palantir’s offerings posed fewer risks than the AI models coming out today. Travis, Lou, and Tyler break down its earnings, plus a blowout quarter for Caterpillar and what to make of Spotify’s mixed earnings results    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Travis Hoium, and Lou Whiteman discuss:  - Palantir’s earnings and guidance  - The case for model-agnostic AI  -Caterpillar’s incredible quarter  -Is Spotify a growth stock or a value stock    Companies discussed: PLTR, CAT, DE, SPOT, NFLX    Host: Tyler Crowe  Guests: Travis Hoium, Lou Whiteman  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]]></itunes:summary><itunes:duration>1376</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Mega-Mergers Back?</title><link>https://www.spreaker.com/episode/are-mega-mergers-back--75706885</link><description><![CDATA[Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the latest in interest rates and what we’re watching this week.     Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - AstraZeneca + BMS?  - Why Merge Now?  - Rising Interest Rates?  - The Market’s Reaction  - SpaceX Earnings Ahead  - Can Uber Impress?    Companies discussed: AstraZeneca (AZN), Bristol-Meyers Squibb (BMY), Uber (UBER), SpaceX (SPCX).    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]]></description><guid isPermaLink="false">fdfd8eb6-05d5-11f1-a338-b38bf45cbd39</guid><pubDate>Mon, 03 Aug 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706885/arml3002300562.mp3" length="44314897" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the latest in interest rates and what we’re watching this...</itunes:subtitle><itunes:summary><![CDATA[Mergers could be back in 2026 as companies try to get deals done while regulators allow them. But are buyouts always a good idea? We discuss a potential deal in pharma today, plus we go over the latest in interest rates and what we’re watching this week.     Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - AstraZeneca + BMS?  - Why Merge Now?  - Rising Interest Rates?  - The Market’s Reaction  - SpaceX Earnings Ahead  - Can Uber Impress?    Companies discussed: AstraZeneca (AZN), Bristol-Meyers Squibb (BMY), Uber (UBER), SpaceX (SPCX).    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]]></itunes:summary><itunes:duration>1102</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not</title><link>https://www.spreaker.com/episode/part-2-your-index-fund-is-a-bet-on-ai-whether-you-know-it-or-not--75706852</link><description><![CDATA[Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren continues her conversation with Bethany, turning the lens on the market right now. She discusses why the free cash flow of the Magnificent Seven is quietly turning negative, why the circular financing inside the AI ecosystem makes it nearly impossible to see what's really going on, and why the S&amp;P 500 index fund you think is keeping you diversified is actually one of the most concentrated AI bets you can make.   Host: Rachel Warren   Guest: Bethany McLean   Producers: Bart Shannon, Lauren Budabin     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. ]]></description><guid isPermaLink="false">fdde5802-05d5-11f1-a338-d3c3b017266f</guid><pubDate>Sun, 02 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706852/arml5524127087.mp3" length="62110652" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren...</itunes:subtitle><itunes:summary><![CDATA[Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the market isn't asking. Motley Fool analyst Rachel Warren continues her conversation with Bethany, turning the lens on the market right now. She discusses why the free cash flow of the Magnificent Seven is quietly turning negative, why the circular financing inside the AI ecosystem makes it nearly impossible to see what's really going on, and why the S&amp;P 500 index fund you think is keeping you diversified is actually one of the most concentrated AI bets you can make.   Host: Rachel Warren   Guest: Bethany McLean   Producers: Bart Shannon, Lauren Budabin     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. ]]></itunes:summary><itunes:duration>1547</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Insurance-palooza! All You Need to Know to Protect Your Income and Wealth</title><link>https://www.spreaker.com/episode/insurance-palooza-all-you-need-to-know-to-protect-your-income-and-wealth--75706899</link><description><![CDATA[It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking about insurance. Host Robert Brokamp is joined by Foolish colleague Amanda Kish to discuss:-The types of insurance every person should consider-How to determine the right amounts of coverage-Considerations when buying a new policy or evaluating a current policy-When it makes sense to get professional help with insurance  Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFP®, CFAEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">fdbd9496-05d5-11f1-a338-8f4a012d8af2</guid><pubDate>Sat, 01 Aug 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706899/arml2563676033.mp3" length="65563079" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to...</itunes:subtitle><itunes:summary><![CDATA[It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wealth. This month, we’re going to talk about how to protect it. Yes, we’re talking about insurance. Host Robert Brokamp is joined by Foolish colleague Amanda Kish to discuss:-The types of insurance every person should consider-How to determine the right amounts of coverage-Considerations when buying a new policy or evaluating a current policy-When it makes sense to get professional help with insurance  Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFP®, CFAEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1634</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When Leverage Goes Wrong on Wall Street</title><link>https://www.spreaker.com/episode/when-leverage-goes-wrong-on-wall-street--75706922</link><description><![CDATA[The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn?    Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Situational Awareness  - Leverage Gone Wrong  - Hyperscaler Divergence  - Would You Rather?  - Tesla in China  - Stocks On Our Radar    Companies discussed: Tesla (TSLA), GM (GM), Eli Lilly (LLY), Novo Nordisk (NVO), JPMorgan (JPM) SoFi (SOFI), SpaceX (SPCX), Costco (COST), Target (TGT), L3Harris (LHX), Keysight (KEYS).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></description><guid isPermaLink="false">cfa89cf4-05d5-11f1-b323-737aa19e36ec</guid><pubDate>Fri, 31 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706922/arml1619512810.mp3" length="96987549" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn?    Plus, we discuss why hyperscalers are moving in...</itunes:subtitle><itunes:summary><![CDATA[The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn?    Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Situational Awareness  - Leverage Gone Wrong  - Hyperscaler Divergence  - Would You Rather?  - Tesla in China  - Stocks On Our Radar    Companies discussed: Tesla (TSLA), GM (GM), Eli Lilly (LLY), Novo Nordisk (NVO), JPMorgan (JPM) SoFi (SOFI), SpaceX (SPCX), Costco (COST), Target (TGT), L3Harris (LHX), Keysight (KEYS).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></itunes:summary><itunes:duration>2419</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Microsoft Shows the Mag7 What AI Investment Looks Like</title><link>https://www.spreaker.com/episode/microsoft-shows-the-mag7-what-ai-investment-looks-like--75706907</link><description><![CDATA[Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Meta and Microsoft’s earnings reports.  - The best MAg 7 stock to buy now  -Hidden Gems earning highlights  -Maibag: Buy single stocks or bet on several companies in the same industry?    Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE.    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">cf89b9d8-05d5-11f1-b323-23a20cbf4953</guid><pubDate>Thu, 30 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706907/arml5091367161.mp3" length="52362707" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s...</itunes:subtitle><itunes:summary><![CDATA[Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Meta and Microsoft’s earnings reports.  - The best MAg 7 stock to buy now  -Hidden Gems earning highlights  -Maibag: Buy single stocks or bet on several companies in the same industry?    Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE.    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1304</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Consumer Is All Right!</title><link>https://www.spreaker.com/episode/the-consumer-is-all-right--75706813</link><description><![CDATA[Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despite some great numbers from Bloom Energy.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - SoFi’s Results  - Is SoFi Just a Bank?  - Visa’s Strong Growth  - P&amp;G Is Fine?  - Bloom Energy Growth  - The AI Trade    Companies discussed: SoFi (SOFI), Procter &amp; Gamble (PG), Visa (V), Bloom Energy BE).    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]]></description><guid isPermaLink="false">cf6a3040-05d5-11f1-b323-0b7ca344ed9c</guid><pubDate>Wed, 29 Jul 2026 20:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706813/arml8022936741.mp3" length="49414117" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade,...</itunes:subtitle><itunes:summary><![CDATA[Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Where there are more questions is in the AI trade, which continues to falter, despite some great numbers from Bloom Energy.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - SoFi’s Results  - Is SoFi Just a Bank?  - Visa’s Strong Growth  - P&amp;G Is Fine?  - Bloom Energy Growth  - The AI Trade    Companies discussed: SoFi (SOFI), Procter &amp; Gamble (PG), Visa (V), Bloom Energy BE).    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]]></itunes:summary><itunes:duration>1230</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Paypal to Stripe: You’re Going to Have to Do Better Than That</title><link>https://www.spreaker.com/episode/paypal-to-stripe-you-re-going-to-have-to-do-better-than-that--75706855</link><description><![CDATA[Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. Plus, does Boeing finally have its act together, and why EV adoption is still so slow.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - PayPal Earnings and Stripe acquisition  - Boeing’s earnings (without Air Force One)  - The investment opportunities as a Boeing supplier  - Mailbag: Why not more EV adoption? Why no LCID love?    Companies discussed: PYPL, BA, LMT, GD, EADSY, TDG, MOGA, GE, HWM, LCID, GM, TSLA    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">cf4ccadc-05d5-11f1-b323-9318b1344453</guid><pubDate>Tue, 28 Jul 2026 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706855/arml3745441880.mp3" length="60721726" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the...</itunes:subtitle><itunes:summary><![CDATA[Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPal's recent earnings and how that changes the dynamic of this acquisition drama. Plus, does Boeing finally have its act together, and why EV adoption is still so slow.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - PayPal Earnings and Stripe acquisition  - Boeing’s earnings (without Air Force One)  - The investment opportunities as a Boeing supplier  - Mailbag: Why not more EV adoption? Why no LCID love?    Companies discussed: PYPL, BA, LMT, GD, EADSY, TDG, MOGA, GE, HWM, LCID, GM, TSLA    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1513</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Hottest IPO of 2026 Will Shock You</title><link>https://www.spreaker.com/episode/the-hottest-ipo-of-2026-will-shock-you--75706821</link><description><![CDATA[Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI.    Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:  - NVIDIA’s OpenAI Guarantee  - More NVIDIA Investments  - A Hot IPO  - Memory Gets More Crowded  - Merger Mania?  - Case for Smaller Acquisitions    Companies discussed: NVIDIA (NVDA), United (UAL), Delta (DAL), Norfolk Southern (NSC), Union Pacific (UNP).    Host: Travis Hoium  Guests: Lou Whiteman, Tyler Crowe  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]]></description><guid isPermaLink="false">cf3130c4-05d5-11f1-b323-bb1229eadd8c</guid><pubDate>Mon, 27 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706821/arml4104194565.mp3" length="50388935" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI....</itunes:subtitle><itunes:summary><![CDATA[Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds of billions of investments made to supply OpenAI.    Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:  - NVIDIA’s OpenAI Guarantee  - More NVIDIA Investments  - A Hot IPO  - Memory Gets More Crowded  - Merger Mania?  - Case for Smaller Acquisitions    Companies discussed: NVIDIA (NVDA), United (UAL), Delta (DAL), Norfolk Southern (NSC), Union Pacific (UNP).    Host: Travis Hoium  Guests: Lou Whiteman, Tyler Crowe  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]]></itunes:summary><itunes:duration>1254</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines</title><link>https://www.spreaker.com/episode/part-1-how-to-spot-a-corporate-fraud-before-it-makes-the-headlines--75706859</link><description><![CDATA[The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel Warren sits down with Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, to dig into the psychology behind corporate disaster. She discusses why most fraud starts with self-delusion rather than malice, why the auditors and lawyers and board of directors may not be protecting you the way you think, and why the line between a visionary CEO and a fraudster is thinner — and more unsettling — than most investors realize.     Host: Rachel Warren   Guest: Bethany McLean   Producers: Bart Shannon, Lauren Budabin     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.]]></description><guid isPermaLink="false">cf12cef4-05d5-11f1-b323-6f0ceaa4c79f</guid><pubDate>Sun, 26 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706859/arml9049881111.mp3" length="66995818" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel Warren sits down with Bethany McLean, veteran...</itunes:subtitle><itunes:summary><![CDATA[The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel Warren sits down with Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, to dig into the psychology behind corporate disaster. She discusses why most fraud starts with self-delusion rather than malice, why the auditors and lawyers and board of directors may not be protecting you the way you think, and why the line between a visionary CEO and a fraudster is thinner — and more unsettling — than most investors realize.     Host: Rachel Warren   Guest: Bethany McLean   Producers: Bart Shannon, Lauren Budabin     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.]]></itunes:summary><itunes:duration>1669</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Father of the 4% Rule Says Retirees Can Take Out Much More</title><link>https://www.spreaker.com/episode/the-father-of-the-4-rule-says-retirees-can-take-out-much-more--75706820</link><description><![CDATA[William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his latest book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” In this re-airing of an interview from last August, Bengen joined Motley Fool retirement expert Robert Brokamp to discuss:- how factors such as market valuation and inflation affect the safe withdrawal rate- whether retirees should decrease or increase their allocation to stocks as they get older- Bengen’s suggested withdrawal rate for current retirees  Host: Robert Brokamp, CFP®, EAGuest: William BengenEngineers: Adam Landfair and Bart Shannon    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.]]></description><guid isPermaLink="false">ce41980c-05d5-11f1-b323-7b6788f6427b</guid><pubDate>Sat, 25 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706820/arml7637783912.mp3" length="32155482" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his latest book, “A Richer Retirement:...</itunes:subtitle><itunes:summary><![CDATA[William Bengen established 4% as the safe withdrawal rate more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his latest book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.” In this re-airing of an interview from last August, Bengen joined Motley Fool retirement expert Robert Brokamp to discuss:- how factors such as market valuation and inflation affect the safe withdrawal rate- whether retirees should decrease or increase their allocation to stocks as they get older- Bengen’s suggested withdrawal rate for current retirees  Host: Robert Brokamp, CFP®, EAGuest: William BengenEngineers: Adam Landfair and Bart Shannon    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.]]></itunes:summary><itunes:duration>1330</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Alphabet’s Stock Drop Tells Us About the Market Today</title><link>https://www.spreaker.com/episode/what-alphabet-s-stock-drop-tells-us-about-the-market-today--75706832</link><description><![CDATA[Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Hall discuss:  - Alphabet’s Free Cash Flow  - Who Blinks?  - Tesla’s Stock Drop  - The Price Is Right  - Intel’s Earnings  - Stocks On Our Radar    Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims &amp; Hers (HIMS), Palantir (PLTR).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Hall  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]]></description><guid isPermaLink="false">ce5f97a8-05d5-11f1-b323-5f22f82d741f</guid><pubDate>Fri, 24 Jul 2026 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706832/arml4915049461.mp3" length="95625007" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks...</itunes:subtitle><itunes:summary><![CDATA[Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Hall discuss:  - Alphabet’s Free Cash Flow  - Who Blinks?  - Tesla’s Stock Drop  - The Price Is Right  - Intel’s Earnings  - Stocks On Our Radar    Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims &amp; Hers (HIMS), Palantir (PLTR).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Hall  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]]></itunes:summary><itunes:duration>2385</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mag 7 Starts Burning Cash (for Real)</title><link>https://www.spreaker.com/episode/mag-7-starts-burning-cash-for-real--75706814</link><description><![CDATA[Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when PayPal and AirBnb report in the coming weeks.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Jon Quastl, and Lou Whiteman discuss:  - Alphabet’s first quarter of cash burn as a public company  - Tesla’s burning through cash even before spending ramps up.  - Pet stores dragging down Tractor Supply’s earnings.  - RTX’s monster order numbers  - What to Expect: PayPal and AirBnb    Companies discussed: GOOG, TSLA, APPL, IBM, TSCO, RTX, LTM, PYPL, ABNB    Host: Tyler Crowe  Guests: Jon Quast, Lou Whiteman  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]]></description><guid isPermaLink="false">ce7d52e8-05d5-11f1-b323-97c6fddc64c8</guid><pubDate>Thu, 23 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706814/arml8694917694.mp3" length="60133731" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler...</itunes:subtitle><itunes:summary><![CDATA[Earnings season is in full swing, and the first two of the Mag 7 (Alphabet and Tesla) set a rather dour tone. While the on paper results were different in many ways, there was one common theme that spooked investors: cash burn. Jon, Lou, and Tyler break down the quarter where mag 7 stocks went cash flow negative and what that means. Plus, earnings from Tractor Supply, RTX, and what to watch when PayPal and AirBnb report in the coming weeks.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Jon Quastl, and Lou Whiteman discuss:  - Alphabet’s first quarter of cash burn as a public company  - Tesla’s burning through cash even before spending ramps up.  - Pet stores dragging down Tractor Supply’s earnings.  - RTX’s monster order numbers  - What to Expect: PayPal and AirBnb    Companies discussed: GOOG, TSLA, APPL, IBM, TSCO, RTX, LTM, PYPL, ABNB    Host: Tyler Crowe  Guests: Jon Quast, Lou Whiteman  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]]></itunes:summary><itunes:duration>1498</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Alphabet’s New Model &amp; Novo’s Lawsuit</title><link>https://www.spreaker.com/episode/alphabet-s-new-model-novo-s-lawsuit--75706857</link><description><![CDATA[A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova’s stock falling after a great earnings report.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Gemini’s Model Dud?  - Gemini Pro Delay  - Novo Sues Eli Lilly  - Novo’s Desperation  - GE Vernova Earnings  - Energy’s Peak    Companies discussed: GE Vernova (GEV), Alphabet (GOOG), Novo Nordisk (NVO), Eli Lilly (LLY).    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]]></description><guid isPermaLink="false">ce9b2c5a-05d5-11f1-b323-1b98991215ff</guid><pubDate>Wed, 22 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706857/arml8929801184.mp3" length="47657534" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova’s stock falling after a great...</itunes:subtitle><itunes:summary><![CDATA[A new Gemini model is out and the AI world isn’t impressed. But is this Alphabet knowing its business better than anyone else or a loss of the company’s magic? Plus, we discuss Novo Nordisk suing Eli Lilly and GE Vernova’s stock falling after a great earnings report.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Gemini’s Model Dud?  - Gemini Pro Delay  - Novo Sues Eli Lilly  - Novo’s Desperation  - GE Vernova Earnings  - Energy’s Peak    Companies discussed: GE Vernova (GEV), Alphabet (GOOG), Novo Nordisk (NVO), Eli Lilly (LLY).    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]]></itunes:summary><itunes:duration>1186</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Capital Market Earnings Crashout</title><link>https://www.spreaker.com/episode/capital-market-earnings-crashout--75706917</link><description><![CDATA[Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the two stocks today. Plus, what to make of the oil markets using Halliburton’s earnings results and what is the best banking ETF today?    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Equifax &amp; MSCI earnings and stock reactions  - AI costs eating into profits  - Halliburton’s comments on the oil market  - Mailbag: Best Banking ETF to buy now?    Companies discussed: EFX, MSCI, MS, HAL, XLF, VFH, BRK, V, MA, JPM, KBE, KBWB    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">ceb8d2d2-05d5-11f1-b323-83395a63073e</guid><pubDate>Tue, 21 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706917/arml2282261184.mp3" length="56699916" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the...</itunes:subtitle><itunes:summary><![CDATA[Shares of capital market company MSCI and credit rating agency Equifax both posted double digit declines after posting earnings that were…ok? Matt, Lou, and Tyler dive into what went right and wrong in the most recent earnings and what to make of the two stocks today. Plus, what to make of the oil markets using Halliburton’s earnings results and what is the best banking ETF today?    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Equifax &amp; MSCI earnings and stock reactions  - AI costs eating into profits  - Halliburton’s comments on the oil market  - Mailbag: Best Banking ETF to buy now?    Companies discussed: EFX, MSCI, MS, HAL, XLF, VFH, BRK, V, MA, JPM, KBE, KBWB    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1412</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chinese AI Just Made History</title><link>https://www.spreaker.com/episode/chinese-ai-just-made-history--75706975</link><description><![CDATA[Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China’s Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others. And the show closes with a mailbag question about digital advertising.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The World Cup drove adoption of prediction markets-The difference between investing and gambling-How China’s Kimi K3 model could disrupt the AI space-Whether Nvidia stock could be a hidden beneficiary-Mailbag: The outlook for digital advertisingCompanies discussed: Kalshi, DraftKings (DKNG), Flutter Entertainment (FLUT), Meta Platforms (META), Anthropic, OpenAI, Nvidia (NVDA), Alphabet (GOOG)(GOOGL)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth   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]]></description><guid isPermaLink="false">ced69a92-05d5-11f1-b323-cbe2cbcf0a3a</guid><pubDate>Mon, 20 Jul 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706975/arml5456519840.mp3" length="49512305" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an...</itunes:subtitle><itunes:summary><![CDATA[Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. On today’s show, Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China’s Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others. And the show closes with a mailbag question about digital advertising.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The World Cup drove adoption of prediction markets-The difference between investing and gambling-How China’s Kimi K3 model could disrupt the AI space-Whether Nvidia stock could be a hidden beneficiary-Mailbag: The outlook for digital advertisingCompanies discussed: Kalshi, DraftKings (DKNG), Flutter Entertainment (FLUT), Meta Platforms (META), Anthropic, OpenAI, Nvidia (NVDA), Alphabet (GOOG)(GOOGL)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth   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]]></itunes:summary><itunes:duration>1540</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning</title><link>https://www.spreaker.com/episode/the-old-software-moat-is-dead-how-to-spot-the-enterprise-ai-companies-that-are-actually-winning--75706864</link><description><![CDATA[Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool analyst Rachel Warren talks with Adam Field, Chief AI Officer at Tungsten Automation — a company serving 25,000 organizations including 40% of the Fortune 100 — about what separates real AI transformation from expensive spin. They get into why most enterprise AI pilots quietly die before they scale, what "boring AI" actually means and why it's the most important signal investors aren't paying attention to, and why the competitive moat that once made legacy software giants unassailable has effectively disappeared overnight.  Host: Rachel Warren  Guest: Adam Field  Producers: Adam Landfair, Lauren Budabin  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.]]></description><guid isPermaLink="false">cef463b0-05d5-11f1-b323-17492050b9e8</guid><pubDate>Sun, 19 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706864/arml6735352290.mp3" length="37481389" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool analyst Rachel Warren talks with Adam Field, Chief AI...</itunes:subtitle><itunes:summary><![CDATA[Most companies say they're doing AI. A surprising number are doing very little — and a Chief AI Officer at one of the world's largest automation platforms has the receipts to prove it. Motley Fool analyst Rachel Warren talks with Adam Field, Chief AI Officer at Tungsten Automation — a company serving 25,000 organizations including 40% of the Fortune 100 — about what separates real AI transformation from expensive spin. They get into why most enterprise AI pilots quietly die before they scale, what "boring AI" actually means and why it's the most important signal investors aren't paying attention to, and why the competitive moat that once made legacy software giants unassailable has effectively disappeared overnight.  Host: Rachel Warren  Guest: Adam Field  Producers: Adam Landfair, Lauren Budabin  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.]]></itunes:summary><itunes:duration>1552</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Truth About Spending in Retirement and Why It’s Good News</title><link>https://www.spreaker.com/episode/the-truth-about-spending-in-retirement-and-why-it-s-good-news--75706847</link><description><![CDATA[Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses over the course of retirement is wrong. Host Robert Brokamp speaks with David Blanchett, the head of retirement research at Prudential Financial and a portfolio manager for PGIM, about what the data shows about real-life retirement spending. Topics covered include:  -Why retirees may not need as much inflation protection as is commonly recommended-Healthcare expenses: the retirement wildcard-Why the reality of retirement spending could result in a higher withdrawal rate-Other factors that suggest retirees could withdraw more than the “4% rule”  Host: Robert Brokamp, CFP®, EAGuest: David Blanchett: Ph.D., CFP®, CFAEngineer: Bart Shannon, Kristi Waterworth    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.]]></description><guid isPermaLink="false">ce23e168-05d5-11f1-b323-bb5ff9255ad0</guid><pubDate>Sat, 18 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706847/arml7164426954.mp3" length="20322287" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses over the course of retirement is wrong. Host Robert...</itunes:subtitle><itunes:summary><![CDATA[Knowing how much income you’ll need in retirement is a key variable in determining how much you need to have saved before you stop working. But what many people believe about how spending progresses over the course of retirement is wrong. Host Robert Brokamp speaks with David Blanchett, the head of retirement research at Prudential Financial and a portfolio manager for PGIM, about what the data shows about real-life retirement spending. Topics covered include:  -Why retirees may not need as much inflation protection as is commonly recommended-Healthcare expenses: the retirement wildcard-Why the reality of retirement spending could result in a higher withdrawal rate-Other factors that suggest retirees could withdraw more than the “4% rule”  Host: Robert Brokamp, CFP®, EAGuest: David Blanchett: Ph.D., CFP®, CFAEngineer: Bart Shannon, Kristi Waterworth    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.]]></itunes:summary><itunes:duration>837</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tech Hits a Wall &amp; Netflix Plunges</title><link>https://www.spreaker.com/episode/tech-hits-a-wall-netflix-plunges--75706824</link><description><![CDATA[Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss:- Tech Crashing- What We’re Watching- Netflix Earnings- History of Tech- Gemini Delayed- Radar StocksCompanies discussed: TransDigm (TDG), Uber (UBER), Alphabet (GOOG, GOOGL), Micron (MU), Netflix (NFLX).Host: Travis HoiumGuests: Lou Whiteman, Emily FlippenEngineer: 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.]]></description><guid isPermaLink="false">ce065242-05d5-11f1-b323-c3ea6404efee</guid><pubDate>Fri, 17 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706824/arml4159695933.mp3" length="58215062" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman,...</itunes:subtitle><itunes:summary><![CDATA[Tech stocks have dropped this week as earnings have given investors reason for concern. IBM left a lot to be desired and Netflix dragged on the market as well. We make sense of it all and give you the stocks on our radar.Travis Hoium, Lou Whiteman, and Emily Flippen discuss:- Tech Crashing- What We’re Watching- Netflix Earnings- History of Tech- Gemini Delayed- Radar StocksCompanies discussed: TransDigm (TDG), Uber (UBER), Alphabet (GOOG, GOOGL), Micron (MU), Netflix (NFLX).Host: Travis HoiumGuests: Lou Whiteman, Emily FlippenEngineer: 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.]]></itunes:summary><itunes:duration>2416</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Uber’s New Acquisition and GE Aerospace’s Search for Parts</title><link>https://www.spreaker.com/episode/uber-s-new-acquisition-and-ge-aerospace-s-search-for-parts--75706884</link><description><![CDATA[Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that’s why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber’s reasons for doing this now and whether a push into delivery can fend of the challenges from robotaxis. Plus, GE Aerospace’s having a hard time sourcing materials and whether emerging industries are worth betting on now.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Uber’s acquisition of Delivery Hero- How “sticky” are ridesharing apps- GE Aerospace’s earnings- Can AI infrastructure cause supply chain headaches for others?- Mailbag: How to view emerging industries &amp; technologiesCompanies discussed: UBER, DASH, GOOGL, GE, GEV, TMC,Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">cde82114-05d5-11f1-b323-771e92841063</guid><pubDate>Thu, 16 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706884/arml2350489779.mp3" length="37392810" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that’s why the company announced the acquisition of...</itunes:subtitle><itunes:summary><![CDATA[Shares of Uber are right about where they were a little over two years ago. The company has been grappling with how to navigate the world of robotaxis. One way is to lean into delivery services, and that’s why the company announced the acquisition of Delivery Hero today for $14.8 billion. Matt, Jon, And Tyler discuss Uber’s reasons for doing this now and whether a push into delivery can fend of the challenges from robotaxis. Plus, GE Aerospace’s having a hard time sourcing materials and whether emerging industries are worth betting on now.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Uber’s acquisition of Delivery Hero- How “sticky” are ridesharing apps- GE Aerospace’s earnings- Can AI infrastructure cause supply chain headaches for others?- Mailbag: How to view emerging industries &amp; technologiesCompanies discussed: UBER, DASH, GOOGL, GE, GEV, TMC,Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1549</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Does PayPal Have a Buyer?</title><link>https://www.spreaker.com/episode/does-paypal-have-a-buyer--75706906</link><description><![CDATA[Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We discuss that and Johnson &amp; Johnson’s earnings, plus how Uber has become the incumbent in autonomous vehicles.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- PayPal’s Offer- How Stripe Gets a Deal Done- Why PayPal Says “No”- J&amp;J’s Earnings- Uber in DC- How Uber Became the IncumbentCompanies discussed: Uber (UBER), Johnson &amp; Johnson (JNJ), Uber (UBER).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth   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]]></description><guid isPermaLink="false">cdc9b71a-05d5-11f1-b323-efc17914878c</guid><pubDate>Wed, 15 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706906/arml8249818149.mp3" length="37942272" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We discuss that and Johnson &amp;amp; Johnson’s earnings, plus how Uber has become the incumbent in autonomous...</itunes:subtitle><itunes:summary><![CDATA[Stripe is reportedly circling PayPal in a deal that could end a frustrating run for the fintech giant, but is it a good enough deal to get done? We discuss that and Johnson &amp; Johnson’s earnings, plus how Uber has become the incumbent in autonomous vehicles.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- PayPal’s Offer- How Stripe Gets a Deal Done- Why PayPal Says “No”- J&amp;J’s Earnings- Uber in DC- How Uber Became the IncumbentCompanies discussed: Uber (UBER), Johnson &amp; Johnson (JNJ), Uber (UBER).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth   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]]></itunes:summary><itunes:duration>1179</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Banks Cash In, IBM Crashes Out</title><link>https://www.spreaker.com/episode/big-banks-cash-in-ibm-crashes-out--75706840</link><description><![CDATA[BM gave its investors a heads up about the upcoming quarter, and the market didn’t like what management had to say. The company’s pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM’s clients. Plus, the big banks all had blowout earnings reports, and it isn’t just from cashing in on the SpaceX IPO.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- IBM’s no good, horrible, no good, very bad day.- Shifting spending habits from enterprise clients.- America’s biggest banks reaping huge windfalls- Mailbag: How to buy Treasuries?- Mailbag: What to make of ToastCompanies discussed: IBM, MU, GS, BAC, JPM, WFC, C, TOSTHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">cdab2f20-05d5-11f1-b323-8f31fb80e6b2</guid><pubDate>Tue, 14 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706840/arml8330306780.mp3" length="35137936" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>BM gave its investors a heads up about the upcoming quarter, and the market didn’t like what management had to say. The company’s pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for...</itunes:subtitle><itunes:summary><![CDATA[BM gave its investors a heads up about the upcoming quarter, and the market didn’t like what management had to say. The company’s pre-released earnings were lower than analyst expectations, and its raising questions about the spending priorities for IBM’s clients. Plus, the big banks all had blowout earnings reports, and it isn’t just from cashing in on the SpaceX IPO.Have a question? Email us; podcasts@fool.com Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- IBM’s no good, horrible, no good, very bad day.- Shifting spending habits from enterprise clients.- America’s biggest banks reaping huge windfalls- Mailbag: How to buy Treasuries?- Mailbag: What to make of ToastCompanies discussed: IBM, MU, GS, BAC, JPM, WFC, C, TOSTHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1455</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2 Hidden Businesses to Watch as AI Keeps Heating Up</title><link>https://www.spreaker.com/episode/2-hidden-businesses-to-watch-as-ai-keeps-heating-up--75706856</link><description><![CDATA[Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them from a listener regarding selling stocks to pay for school, avoiding student loan debt.  Jon Quast, Matt Frankel, and Rachel Warren discuss:-Taiwan Semiconductor’s accelerated growth in June-Meta Platforms’ greatly expanded data center in Louisiana-How Comfort Systems USA benefits from the trends-How Celestica benefits from the trends-Listener question: Should I sell stocks to pay for school?  Companies discussed: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), Comfort Systems (FIX), Celestica (CLS)  Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth  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]]></description><guid isPermaLink="false">cd8e5184-05d5-11f1-b323-9b9fe4859aa7</guid><pubDate>Mon, 13 Jul 2026 20:33:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706856/arml9410264118.mp3" length="39564940" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data...</itunes:subtitle><itunes:summary><![CDATA[Many investors feel like the AI trend peaked and some AI stocks are taking it on the chin in response. However, Taiwan Semiconductor is showing an accelerated growth rate and Meta Platforms is nearly doubling the scope of one of its important data centers, suggesting the AI buildout is still on. In light of this, Matt and Rachel each highlight a hidden company that can benefit from the trends. Finally, Jon throws a question to them from a listener regarding selling stocks to pay for school, avoiding student loan debt.  Jon Quast, Matt Frankel, and Rachel Warren discuss:-Taiwan Semiconductor’s accelerated growth in June-Meta Platforms’ greatly expanded data center in Louisiana-How Comfort Systems USA benefits from the trends-How Celestica benefits from the trends-Listener question: Should I sell stocks to pay for school?  Companies discussed: Taiwan Semiconductor Manufacturing (TSM), Meta Platforms (META), Comfort Systems (FIX), Celestica (CLS)  Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth  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]]></itunes:summary><itunes:duration>1230</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why Most AI Projects Will Fail — And How to Find the Companies That Won't</title><link>https://www.spreaker.com/episode/why-most-ai-projects-will-fail-and-how-to-find-the-companies-that-won-t--75706933</link><description><![CDATA[ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. With OpenAI burning $3 billion a month and Gartner projecting that up to 40% of enterprise AI projects will be abandoned by 2027, the blank-check era for AI spending is over — and the reckoning is coming faster than most investors realize. Motley Fool analyst Rachel Warren sits down with Steve to unpack what Wall Street is missing: why the next wave of AI winners won't be the flashy model makers, how to spot the difference between a real AI strategy and expensive spin, and the single metric that separates transformative technology from hype.  Host: Rachel Warren  Guest: Steve Lucas  Producers: Bart Shannon, Lauren Budabin    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.]]></description><guid isPermaLink="false">cd726672-05d5-11f1-b323-0f08527476e0</guid><pubDate>Sun, 12 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706933/arml6570207620.mp3" length="39030561" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. With OpenAI burning $3 billion a month and Gartner projecting that up to 40% of enterprise AI projects...</itunes:subtitle><itunes:summary><![CDATA[ROI supersedes AI. That's the blunt verdict from Steve Lucas, Chairman and CEO of Boomi, who has spent 30 years at the top of enterprise software. With OpenAI burning $3 billion a month and Gartner projecting that up to 40% of enterprise AI projects will be abandoned by 2027, the blank-check era for AI spending is over — and the reckoning is coming faster than most investors realize. Motley Fool analyst Rachel Warren sits down with Steve to unpack what Wall Street is missing: why the next wave of AI winners won't be the flashy model makers, how to spot the difference between a real AI strategy and expensive spin, and the single metric that separates transformative technology from hype.  Host: Rachel Warren  Guest: Steve Lucas  Producers: Bart Shannon, Lauren Budabin    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.]]></itunes:summary><itunes:duration>1617</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trump Accounts Are Live, But Are They the Best Choice?</title><link>https://www.spreaker.com/episode/trump-accounts-are-live-but-are-they-the-best-choice--75706862</link><description><![CDATA[If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel O’Leary discuss the details, pros, and cons. Topics covered:-Eligibility and contribution limits for Trump Accounts-The tax advantages, including potentially converting them to Roth accounts-The drawbacks, limitations, and potential penalties if money is withdrawn before age 59 1/2-The best use cases for Trump Accounts, and other types of accounts that might be more appropriate for the youngsters in your lifeHost: Robert Brokamp, CFP®, EAGuest: Joel O’LearyEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">ccad459a-05d5-11f1-b323-273e4a192c33</guid><pubDate>Sat, 11 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706862/arml4170840587.mp3" length="41219721" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel...</itunes:subtitle><itunes:summary><![CDATA[If you'd like to help a child, grandchild, or other young person get started investing, you have a few options when it comes to the type of account to open. Starting this month, a new option is available: Trump Accounts. Fools Robert Brokamp and Joel O’Leary discuss the details, pros, and cons. Topics covered:-Eligibility and contribution limits for Trump Accounts-The tax advantages, including potentially converting them to Roth accounts-The drawbacks, limitations, and potential penalties if money is withdrawn before age 59 1/2-The best use cases for Trump Accounts, and other types of accounts that might be more appropriate for the youngsters in your lifeHost: Robert Brokamp, CFP®, EAGuest: Joel O’LearyEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1708</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What History Teaches Us About Today’s Market</title><link>https://www.spreaker.com/episode/what-history-teaches-us-about-today-s-market--75706880</link><description><![CDATA[There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar.    Travis Hoium, Andy Cross, and Lou Whitman discuss:  - 80s Lessons  - .com Infrastrucuture  - Internet Disruptors  - How AI Plays Out  - Hidden Gems  - Stocks on our Radar    Companies discussed: Delta (DAL), Primo Brands (PRMB), Aritzia (ATZ), NVIDIA (NVDA), Apple (AAPL), TSMC (TSM), Intuit (INTU).    Host: Travis Hoium  Guests: Andy Cross, Lou Whitman  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]]></description><guid isPermaLink="false">cccb36ae-05d5-11f1-b323-03ff4da13d1b</guid><pubDate>Fri, 10 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706880/arml3820289378.mp3" length="57973390" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the...</itunes:subtitle><itunes:summary><![CDATA[There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar.    Travis Hoium, Andy Cross, and Lou Whitman discuss:  - 80s Lessons  - .com Infrastrucuture  - Internet Disruptors  - How AI Plays Out  - Hidden Gems  - Stocks on our Radar    Companies discussed: Delta (DAL), Primo Brands (PRMB), Aritzia (ATZ), NVIDIA (NVDA), Apple (AAPL), TSMC (TSM), Intuit (INTU).    Host: Travis Hoium  Guests: Andy Cross, Lou Whitman  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]]></itunes:summary><itunes:duration>2406</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meta Has Been Busy</title><link>https://www.spreaker.com/episode/meta-has-been-busy--75706943</link><description><![CDATA[It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Meta’s new AI models and pricing stragegy  - Is Meta have a strategy or just “trying things”?  - Mailbag: Is GE Vernova overvalued?  - Mailbag: Can American Tower overcome these challenges    Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">cce759ce-05d5-11f1-b323-1bc108d60de9</guid><pubDate>Thu, 09 Jul 2026 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706943/arml1778577110.mp3" length="40049960" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction...</itunes:subtitle><itunes:summary><![CDATA[It’s not just you, the number of major announcements Meta Platforms has put out in recent months is unusually high, even by Meta Platforms standards. Matt, Jon, and Tyler debate whether all of these new AI, semiconductor manufacturing, and prediction market initiatives are value adding ideas or wasted capital . Plus, is GE Vernova worth its current price tag and what to make of communications REIT American Tower    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Meta’s new AI models and pricing stragegy  - Is Meta have a strategy or just “trying things”?  - Mailbag: Is GE Vernova overvalued?  - Mailbag: Can American Tower overcome these challenges    Companies discussed: META, AVGO, TSM, NVDA, AMD, AMZN, GOOGL, GEV, SMEGF, AMT    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1659</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oil Pulls the Market Lower Again</title><link>https://www.spreaker.com/episode/oil-pulls-the-market-lower-again--75706923</link><description><![CDATA[Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellites could disrupt telecom.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Oil Is Up Again  - Market Breather?  - Can a Cheap EV Win?  - Why Americans Buy Big  - Is AMT’s Debt a Problem?  - Will Satellites Disrupt Telecom?    Companies discussed: American Tower (AMT), Verizon (VZ), AT&amp;T (T), General Motors (GM), Ford (F), Stellantis (STLA), Micron (MU), Sandisk (SDSK).    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]]></description><guid isPermaLink="false">cd03aec6-05d5-11f1-b323-fb043698b7fd</guid><pubDate>Wed, 08 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706923/arml3613936865.mp3" length="33890202" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs...</itunes:subtitle><itunes:summary><![CDATA[Oil rose sharply early on Wednesday and the market didn’t like what it saw. But oil may not be the big driver of stocks that it was a few months ago and the pullback may simply be a healthy breather for hot stocks. Plus, we discuss some new EVs hitting the market and how satellites could disrupt telecom.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Oil Is Up Again  - Market Breather?  - Can a Cheap EV Win?  - Why Americans Buy Big  - Is AMT’s Debt a Problem?  - Will Satellites Disrupt Telecom?    Companies discussed: American Tower (AMT), Verizon (VZ), AT&amp;T (T), General Motors (GM), Ford (F), Stellantis (STLA), Micron (MU), Sandisk (SDSK).    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]]></itunes:summary><itunes:duration>1403</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Expectations Hit a Fever Pitch</title><link>https://www.spreaker.com/episode/ai-expectations-hit-a-fever-pitch--75706868</link><description><![CDATA[Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing and the underlying trends still supporting it. Plus, defense companies are making moves at the NATO summit and investor questions.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Samsung’s big profits and big stock drop  - Amazon’s $25 billion debt deal  - Lockheed Martin goes underwater  - Are defense companies ready for the changing landscape?  - Mailbag: How to navigate the Sunk Cost Fallacy?    Companies discussed: SSLNF, MU, HXSCL, AMZN, GOOG, LMT, NOC, KTOS, AVAV, LHX, BOC, RKLB    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">cd1ec2e2-05d5-11f1-b323-1f940dcd3130</guid><pubDate>Tue, 07 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706868/arml1611526543.mp3" length="32940838" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits,...</itunes:subtitle><itunes:summary><![CDATA[Every quarter recently, semiconductor stocks keep churning out incredible numbers. And every quarter, it seems as those companies somehow “miss expectations”. The most recent example was when Samsung Electronics reported a 1,900% increase in profits, the stock dropped so much it halted trading on the Korean composite index. Lou, Matt, and Tyler dig into the expectations game Wall Street is playing and the underlying trends still supporting it. Plus, defense companies are making moves at the NATO summit and investor questions.    Have a question? Email us; podcasts@fool.com     Want to take the next step in your investing journey? Explore Motley Fool’s Epic for our portfolio-centered investing experience, premium research, tools, and guidance: fool.com/epic fool.com/epic     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Samsung’s big profits and big stock drop  - Amazon’s $25 billion debt deal  - Lockheed Martin goes underwater  - Are defense companies ready for the changing landscape?  - Mailbag: How to navigate the Sunk Cost Fallacy?    Companies discussed: SSLNF, MU, HXSCL, AMZN, GOOG, LMT, NOC, KTOS, AVAV, LHX, BOC, RKLB    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1363</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Index Funds Making the Market “Irrational”?</title><link>https://www.spreaker.com/episode/are-index-funds-making-the-market-irrational--75706882</link><description><![CDATA[Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first relates to SpaceX and ETFs. The second talks about how ETFs and index funds have potentially changed the structure of the stock market.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -High bandwidth memory for AI  -SK Hynix’s U.S. IPO  -What happens with ETFs when companies go public?  -How ETFs and Index Funds influence markets  -Rational vs irrational stock prices    Companies discussed: SK Hynix (SKHY), Micron (MU), Samsung, Nvidia (NVDA), ASML (ASML), Lam Research (LRCX), Applied Materials (AMAT), Space Exploration Technologies (SPCX), ERShares Private-Public Crossover ETF (XOVR), Fundrise Innovation Fund (VCX)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">cd3a401c-05d5-11f1-b323-23b3b06b9b08</guid><pubDate>Mon, 06 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706882/arml2491786595.mp3" length="39827808" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two...</itunes:subtitle><itunes:summary><![CDATA[Matt, Rachel, and Jon talk about SK Hynix’s upcoming U.S. IPO, explaining what high-bandwidth memory is and which companies could potentially benefit from the company’s IPO proceeds. The Motley Fool Hidden Gems Investing team then tackles two questions from the mailbag. The first relates to SpaceX and ETFs. The second talks about how ETFs and index funds have potentially changed the structure of the stock market.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -High bandwidth memory for AI  -SK Hynix’s U.S. IPO  -What happens with ETFs when companies go public?  -How ETFs and Index Funds influence markets  -Rational vs irrational stock prices    Companies discussed: SK Hynix (SKHY), Micron (MU), Samsung, Nvidia (NVDA), ASML (ASML), Lam Research (LRCX), Applied Materials (AMAT), Space Exploration Technologies (SPCX), ERShares Private-Public Crossover ETF (XOVR), Fundrise Innovation Fund (VCX)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1650</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Man Who Survived 47 Days on a Raft Has a Lesson for Every Investor</title><link>https://www.spreaker.com/episode/the-man-who-survived-47-days-on-a-raft-has-a-lesson-for-every-investor--75706890</link><description><![CDATA[Every market downturn will test you. Not your strategy, not your portfolio — you. And the investors who come out the other side aren't the ones who had the best picks going in. They're the ones who learned how to take a hit, stay in the game, and get smarter because of it. Motley Fool's Tom Gardner sits down with Louis Zamperini — World War II survivor, Olympic runner, and the man whose story inspired the bestselling book Unbroken — to talk about why the people who overcome the most become the hardest to beat, and why the moment everything in your portfolio drops 50 percent is actually the most important moment of your investing life.  Host: Tom Gardner  Guest: Louis Zamperini  Producers: Bart Shannon, Lauren Budabin    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.]]></description><guid isPermaLink="false">cd55636a-05d5-11f1-b323-33f81bc3e60d</guid><pubDate>Sun, 05 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706890/arml1180281035.mp3" length="35147881" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Every market downturn will test you. Not your strategy, not your portfolio — you. And the investors who come out the other side aren't the ones who had the best picks going in. They're the ones who learned how to take a hit, stay in the game, and get...</itunes:subtitle><itunes:summary><![CDATA[Every market downturn will test you. Not your strategy, not your portfolio — you. And the investors who come out the other side aren't the ones who had the best picks going in. They're the ones who learned how to take a hit, stay in the game, and get smarter because of it. Motley Fool's Tom Gardner sits down with Louis Zamperini — World War II survivor, Olympic runner, and the man whose story inspired the bestselling book Unbroken — to talk about why the people who overcome the most become the hardest to beat, and why the moment everything in your portfolio drops 50 percent is actually the most important moment of your investing life.  Host: Tom Gardner  Guest: Louis Zamperini  Producers: Bart Shannon, Lauren Budabin    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.]]></itunes:summary><itunes:duration>1455</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Declare Your Financial Independence!</title><link>https://www.spreaker.com/episode/declare-your-financial-independence--75706819</link><description><![CDATA[It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. Since it’s July 4th, we thought it fitting that this month we focus on financial independence – in other words, retirement. How do you know if your retirement plan is on track? And how will you know when you’re financially ready to bid adieu to the working world? Fools Robert Brokamp and Stephanie Marini discuss how to find the answers to those questions, including:-Common rules of thumb like the 50-30-20 rule and ye olde 4% rule (and why it should be 5%)-Age-based retirement savings benchmarks from financial-services firms-Free and premium calculators we use and recommend-Getting a professional second opinion from an experienced financial planner who charges by the hour or project (and where to find such a planner)Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon]]></description><guid isPermaLink="false">cc8dfea6-05d5-11f1-b323-3b50b9a6184f</guid><pubDate>Sat, 04 Jul 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706819/arml4660289697.mp3" length="31881986" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. Since it’s July 4th, we thought it fitting that this month we focus on financial independence – in other words, retirement....</itunes:subtitle><itunes:summary><![CDATA[It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. Since it’s July 4th, we thought it fitting that this month we focus on financial independence – in other words, retirement. How do you know if your retirement plan is on track? And how will you know when you’re financially ready to bid adieu to the working world? Fools Robert Brokamp and Stephanie Marini discuss how to find the answers to those questions, including:-Common rules of thumb like the 50-30-20 rule and ye olde 4% rule (and why it should be 5%)-Age-based retirement savings benchmarks from financial-services firms-Free and premium calculators we use and recommend-Getting a professional second opinion from an experienced financial planner who charges by the hour or project (and where to find such a planner)Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon]]></itunes:summary><itunes:duration>1319</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Behind Wall Street’s Scorching Quarter</title><link>https://www.spreaker.com/episode/behind-wall-street-s-scorching-quarter--75706827</link><description><![CDATA[Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Record Q2 Performance  - How AI Ruled the Day  - Meta the Neocloud?  - What Happened to Compute Constraint?  - History of U.S. Stocks  - Stocks on Our Radar    Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></description><guid isPermaLink="false">cc6fad34-05d5-11f1-b323-c39016921a4d</guid><pubDate>Fri, 03 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706827/arml9297059880.mp3" length="58332064" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks...</itunes:subtitle><itunes:summary><![CDATA[Q2 2026 was the best year on Wall Street since 2020 and AI led the way. But the gains weren’t evenly distributed and we discuss what’s sustainable and what’s not in the market. Plus, we discuss Meta becoming a neocloud and look back on the U.S. stocks that defined the past four decades.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Record Q2 Performance  - How AI Ruled the Day  - Meta the Neocloud?  - What Happened to Compute Constraint?  - History of U.S. Stocks  - Stocks on Our Radar    Companies discussed: Meta Platforms (META), Netflix (NFLX), Amazon (AMZN), Apple (AAPL), Alphabet (GOOG, GOOGL), Walmart (WMT), Home Depot (HD), Microsoft (MSFT), Cisco (CSCO), Dell (DELL), GE (GE), Columbia Banking (COLB), Axon (AXON).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></itunes:summary><itunes:duration>2421</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Challenges of the China Market</title><link>https://www.spreaker.com/episode/the-challenges-of-the-china-market--75706870</link><description><![CDATA[HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are either losing market share or seeing sales decline. Jon, Matt, and Tyler break down why the Chinese market has been such a challenge for so many companies, who could be the next company to experience this, and how investors can navigate this trend. Plus, the unconventional winners &amp; losers of the S&amp;P 500 and listener questions.  Tyler Crowe, Matt Frankel, and Jon Quast discuss:- S&amp;P 500’s (volatile) winners and losers in 2026 so far- The unexpected winners and losers- The changing Chinese market- Could Apple and memory be the next China market victims?- Mailbag: Navigating fair values for stocks  Companies discussed: CASY, TSCO, GLW, FICO, NKE, LVMH, AAPL, SBUX, DECK, CAT, MSFT,  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon  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.]]></description><guid isPermaLink="false">cc51cef4-05d5-11f1-b323-d736b82aaef7</guid><pubDate>Thu, 02 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706870/arml6759379288.mp3" length="37485562" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are either losing market share or seeing sales...</itunes:subtitle><itunes:summary><![CDATA[HAve you noticed that more and more companies are finding the Chinese market is a headwind for companies? You’re not alone. Automotive companies, clothing retailers, beauty products, and many more are either losing market share or seeing sales decline. Jon, Matt, and Tyler break down why the Chinese market has been such a challenge for so many companies, who could be the next company to experience this, and how investors can navigate this trend. Plus, the unconventional winners &amp; losers of the S&amp;P 500 and listener questions.  Tyler Crowe, Matt Frankel, and Jon Quast discuss:- S&amp;P 500’s (volatile) winners and losers in 2026 so far- The unexpected winners and losers- The changing Chinese market- Could Apple and memory be the next China market victims?- Mailbag: Navigating fair values for stocks  Companies discussed: CASY, TSCO, GLW, FICO, NKE, LVMH, AAPL, SBUX, DECK, CAT, MSFT,  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon  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.]]></itunes:summary><itunes:duration>1553</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is The Oil Crisis Over? Or Is It Just Beginning?</title><link>https://www.spreaker.com/episode/is-the-oil-crisis-over-or-is-it-just-beginning--75706892</link><description><![CDATA[Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a new stablecoin that could be disruptive to payments and why Nike’s comeback is stalling out.    Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:  - Why Oil Prices Are Dropping  - Did China Prevent an Energy Crisis?  - The New Open USD Stablecoin  - Are Stablecoins Disruptive?  - Nike’s Earnings  - Can Nike Make a Comeback?    Companies discussed: Nike (NKE), Visa (V), Mastercard (MA).    Host: Travis Hoium  Guests: Lou Whiteman, Tyler Crowe  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]]></description><guid isPermaLink="false">cc33b6da-05d5-11f1-b323-4367d63af900</guid><pubDate>Wed, 01 Jul 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706892/arml7157393182.mp3" length="29195559" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a new stablecoin that could be disruptive to payments...</itunes:subtitle><itunes:summary><![CDATA[Oil prices have plunged in recent weeks as the war in Iran appears to be coming to a halt. But why did predictions of $200 oil never materialize? We discuss the underlying dynamics. We also covered a new stablecoin that could be disruptive to payments and why Nike’s comeback is stalling out.    Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:  - Why Oil Prices Are Dropping  - Did China Prevent an Energy Crisis?  - The New Open USD Stablecoin  - Are Stablecoins Disruptive?  - Nike’s Earnings  - Can Nike Make a Comeback?    Companies discussed: Nike (NKE), Visa (V), Mastercard (MA).    Host: Travis Hoium  Guests: Lou Whiteman, Tyler Crowe  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]]></itunes:summary><itunes:duration>1207</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Picking the Winners of the Honeywell Breakup</title><link>https://www.spreaker.com/episode/picking-the-winners-of-the-honeywell-breakup--75706883</link><description><![CDATA[The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Digital Realty buying data centers  - Building materials industry consolidation  - Keeping track of what assets went where at Honeywell  - Recent successes (and failures) with spinoffs  - Mailbag: When to covered call index ETFs work?    Companies discussed: DLR, BX, CSL, OC, MLM, BLD, QXO, ON, SYNA, HON, HONA, SOLS, QNT, GE, GEV, GEHC, RTX, CARR, OTIS, DOW, DD, CTVA, CMCSA, BRK-B, SPYI, QQQI, CHPY, BTCI    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">bcd0af40-05d5-11f1-92e5-036e4bbe90fd</guid><pubDate>Tue, 30 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706883/arml2901773814.mp3" length="39715616" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects...</itunes:subtitle><itunes:summary><![CDATA[The Honeywell International of 10 years ago is now six different publicly traded companies. This week, Honeywell International split with Honeywell Aerospace to complete the pre-planned separation. Tyler, Matt, and Lou look break down the prospects for the disparate parts as standalone companies and pick which ones will be the outperformers based on recent spinoffs and separateions. Plus, a busy week of deals and an investor question about covered call ETFs    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Digital Realty buying data centers  - Building materials industry consolidation  - Keeping track of what assets went where at Honeywell  - Recent successes (and failures) with spinoffs  - Mailbag: When to covered call index ETFs work?    Companies discussed: DLR, BX, CSL, OC, MLM, BLD, QXO, ON, SYNA, HON, HONA, SOLS, QNT, GE, GEV, GEHC, RTX, CARR, OTIS, DOW, DD, CTVA, CMCSA, BRK-B, SPYI, QQQI, CHPY, BTCI    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1645</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rocket Lab Shakes Up Satellite Communications</title><link>https://www.spreaker.com/episode/rocket-lab-shakes-up-satellite-communications--75706888</link><description><![CDATA[Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab’s $8 billion acquisition of Iridium before ending with a listener question about selling stocks.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Comcast spins off NBCUniversal  -Whether NBCUniversal is an attractive takeover target  -Rocket Lab’s $8 billion acquisition  -Selling stocks you love to buy stocks you love more    Companies discussed: Rocket Lab (RKLB), Iridium (IRDM), Space Exploration Technologies (SPCX), Comcast (CMCSA), Versant Media Group (VSNT), Amazon (AMZN), Apple (AAPL)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">bcf2a88e-05d5-11f1-92e5-ff9ba08e2b7e</guid><pubDate>Mon, 29 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706888/arml7227902906.mp3" length="31239037" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab’s...</itunes:subtitle><itunes:summary><![CDATA[Jon, Matt, and Rachel dissect the latest breakup news from Comcast as the media giant intends to spin off assets under its NBCUniversal entity. This could unlock value but could shake up the streaming landscape. The team then moves on to Rocket Lab’s $8 billion acquisition of Iridium before ending with a listener question about selling stocks.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Comcast spins off NBCUniversal  -Whether NBCUniversal is an attractive takeover target  -Rocket Lab’s $8 billion acquisition  -Selling stocks you love to buy stocks you love more    Companies discussed: Rocket Lab (RKLB), Iridium (IRDM), Space Exploration Technologies (SPCX), Comcast (CMCSA), Versant Media Group (VSNT), Amazon (AMZN), Apple (AAPL)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1292</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The AI Headlines You Should Be Most Suspicious Of</title><link>https://www.spreaker.com/episode/the-ai-headlines-you-should-be-most-suspicious-of--75706902</link><description><![CDATA[The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former global CIO of Lululemon — where she helped oversee one of retail's most successful tech transformations — Julie has spent decades separating real change from corporate theater. Motley Fool analyst Rachel Warren sits down with Julie, now author of Chief Impact Officer, to unpack what AI washing actually looks like from the inside, why 87% of CEOs say psychological safety matters but only 13% believe their company has it, and what that gap means for the stocks in your portfolio.  Host: Rachel Warren  Guest: Julie Averill  Producers: Bart Shannon, Lauren Budabin    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.]]></description><guid isPermaLink="false">bd11545a-05d5-11f1-92e5-67e941b00da5</guid><pubDate>Sun, 28 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706902/arml4773209261.mp3" length="42002209" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former global CIO of Lululemon — where she helped oversee one...</itunes:subtitle><itunes:summary><![CDATA[The companies dominating AI headlines right now may not be the ones actually winning. In fact, according to Julie Averill, the loudest signals are often the ones most worth questioning. As former global CIO of Lululemon — where she helped oversee one of retail's most successful tech transformations — Julie has spent decades separating real change from corporate theater. Motley Fool analyst Rachel Warren sits down with Julie, now author of Chief Impact Officer, to unpack what AI washing actually looks like from the inside, why 87% of CEOs say psychological safety matters but only 13% believe their company has it, and what that gap means for the stocks in your portfolio.  Host: Rachel Warren  Guest: Julie Averill  Producers: Bart Shannon, Lauren Budabin    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.]]></itunes:summary><itunes:duration>1741</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>401(k) Champions and Soaring Value Stocks</title><link>https://www.spreaker.com/episode/401-k-champions-and-soaring-value-stocks--75706889</link><description><![CDATA[Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and relatives. Robert Brokamp discusses grassroots retirement education with Julie Jason, the founder and CEO of Jackson, Grant Investment Advisers and the creator of the annual 401(k) Champion Award. (Visit 401kchampion.com to nominate yourself or someone you know.)Also in this episode:-Many value stock index funds are beating the S&amp;P 500 so far this year, thanks to some surprisingly large holdings in high-flying tech stocks-Student loan borrowers can get a larger interest rate deduction if they sign up for autopay by Sept. 30-How much do workers contribute to their 401(k)s, and how many take advantage of features like catch-up contributions and Roth accounts?-At almost halfway through the year, now is a great time to evaluate whether you are having the right amount of taxes withheld from your paycheck  Host: Robert Brokamp, CFP®, EAGuest: Julie Jason, JD, LLMEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">bcb2543c-05d5-11f1-92e5-a3400adbaabf</guid><pubDate>Sat, 27 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706889/arml1002291216.mp3" length="31613328" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and relatives. Robert Brokamp discusses grassroots...</itunes:subtitle><itunes:summary><![CDATA[Most of the education about work-sponsored retirement plans comes from the employer or the plan provider. But you could be a source of knowledge and encouragement to your colleagues, friends, and relatives. Robert Brokamp discusses grassroots retirement education with Julie Jason, the founder and CEO of Jackson, Grant Investment Advisers and the creator of the annual 401(k) Champion Award. (Visit 401kchampion.com to nominate yourself or someone you know.)Also in this episode:-Many value stock index funds are beating the S&amp;P 500 so far this year, thanks to some surprisingly large holdings in high-flying tech stocks-Student loan borrowers can get a larger interest rate deduction if they sign up for autopay by Sept. 30-How much do workers contribute to their 401(k)s, and how many take advantage of features like catch-up contributions and Roth accounts?-At almost halfway through the year, now is a great time to evaluate whether you are having the right amount of taxes withheld from your paycheck  Host: Robert Brokamp, CFP®, EAGuest: Julie Jason, JD, LLMEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1308</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The New Villian in Tech</title><link>https://www.spreaker.com/episode/the-new-villian-in-tech--75706891</link><description><![CDATA[Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI. Plus, we go through what technologies may be disruptive and stocks on our radar.    Travis Hoium, Jon Quast, and Lou Whiteman discuss:  - AI, The Villian  - Why Memory Costs Hit Apple  - Who Says “Enough”?  - Is There Rationality in Tech?  - Disruptive or Sustaining Innovation  - Stock on our Radar    Companies discussed: Tractor Supply (TSCO), Lockheed Martin (LMT), Apple (AAPL), Micron (MU), NVIDIA (NVDA).    Host: Travis Hoium  Guests: Jon Quast, Lou Whiteman  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]]></description><guid isPermaLink="false">bc945572-05d5-11f1-92e5-c7105270cbce</guid><pubDate>Fri, 26 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706891/arml3153943411.mp3" length="58081217" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI....</itunes:subtitle><itunes:summary><![CDATA[Memory prices have skyrocketed because of AI demand and that’s not extending into the consumer market after Apple raised prices on nearly all of its products. We discuss why memory is up and how Silicon Valley made itself a villain in the age of AI. Plus, we go through what technologies may be disruptive and stocks on our radar.    Travis Hoium, Jon Quast, and Lou Whiteman discuss:  - AI, The Villian  - Why Memory Costs Hit Apple  - Who Says “Enough”?  - Is There Rationality in Tech?  - Disruptive or Sustaining Innovation  - Stock on our Radar    Companies discussed: Tractor Supply (TSCO), Lockheed Martin (LMT), Apple (AAPL), Micron (MU), NVIDIA (NVDA).    Host: Travis Hoium  Guests: Jon Quast, Lou Whiteman  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]]></itunes:summary><itunes:duration>2411</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nuclear Energy Gets a Big Government Boost (Again)</title><link>https://www.spreaker.com/episode/nuclear-energy-gets-a-big-government-boost-again--75706877</link><description><![CDATA[If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom’s investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm’s new chips come from?- IBM’s new less-than-nanometer chip design- Nuclear power’s getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">bc769b04-05d5-11f1-92e5-53897c9cfb4e</guid><pubDate>Thu, 25 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706877/arml9196947950.mp3" length="35503151" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear...</itunes:subtitle><itunes:summary><![CDATA[If it wasn’t apparent already, the Federal government has made expanding the fleet of nuclear reactors a strategic priority. This week, the Department of Energy announced a new financing deal that will encourage the development of 10 new nuclear reactors in the U.S. Matt, Jon, and Tyler break down what this means and whether the companies in the industry will see big gains from it. Plus, Qualcom’s investor day, IBMs breakthrough chip design, and investing in energyTyler Crowe, Matt Frankel, and Jon Quast discuss:- Qualcomm announced it wants to join the AI party- Where will Qualcomm’s new chips come from?- IBM’s new less-than-nanometer chip design- Nuclear power’s getting even more government help- Mailbag: Where to invest in energy as a young investorCompanies discussed: QCOM, AAPL, SSNLF, IBM, NVDA, GOOG, INTC, CCJ, BEP, BAM, CEG, GEV, PWR, FSLR, NEE, VSTHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1470</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Micron Day Is Here!</title><link>https://www.spreaker.com/episode/micron-day-is-here--75706916</link><description><![CDATA[Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta’s new prediction markets app and Alphabet joining the Dow Jones Industrial Average.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Memory’s Wild Ride- Micron’s Earnings- Meta &amp; Prediction Markets- Can Zuck Innovate?- Alphabet Joins the Dow- Why the Dow Doesn’t MatterCompanies discussed: Micron (MU), Meta Platforms (META), Alphabet (GOOG, GOOGL).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth   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]]></description><guid isPermaLink="false">bc577e04-05d5-11f1-92e5-a3cb26911425</guid><pubDate>Wed, 24 Jun 2026 22:56:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706916/arml1017808356.mp3" length="27033583" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta’s new prediction markets app and Alphabet joining the Dow Jones Industrial...</itunes:subtitle><itunes:summary><![CDATA[Like it or not, Micron is driving the stock market and the company’s earnings report will tell us a lot about the future of memory and compute demand. Plus, we talk about Meta’s new prediction markets app and Alphabet joining the Dow Jones Industrial Average.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Memory’s Wild Ride- Micron’s Earnings- Meta &amp; Prediction Markets- Can Zuck Innovate?- Alphabet Joins the Dow- Why the Dow Doesn’t MatterCompanies discussed: Micron (MU), Meta Platforms (META), Alphabet (GOOG, GOOGL).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth   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]]></itunes:summary><itunes:duration>1117</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Pharma Has a Case of Merger Mania</title><link>https://www.spreaker.com/episode/big-pharma-has-a-case-of-merger-mania--75706904</link><description><![CDATA[It hasn’t been in many headlines (thanks, AI), but pharmaceutical companies are on a merger &amp; acquisition spree that could break records. With more than $126 billion in deals so far this year, companies are looking for novel drug canddiates and clinical stage companies to bolster their own development pipeline. We’ll take a dive into what’s driving this M&amp;A frenzy and what companies look interesting in the pharmaceutical space today.Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Big Pharma using big wallets for M&amp;A- Who’s at risk of running off a patent cliff- Regulatory changes adding fuel to the fire- Companies doing great for patients (and investors)- Mailbag: Is Pfizer ok?  Companies discussed: LLY, MRK, UTHR, ASND, PFE, ABBV, GSK, NVO, RHHBYHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">bc381884-05d5-11f1-92e5-4f49cb8887c4</guid><pubDate>Tue, 23 Jun 2026 20:57:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706904/arml3221148777.mp3" length="30570176" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It hasn’t been in many headlines (thanks, AI), but pharmaceutical companies are on a merger &amp;amp; acquisition spree that could break records. With more than $126 billion in deals so far this year, companies are looking for novel drug canddiates and...</itunes:subtitle><itunes:summary><![CDATA[It hasn’t been in many headlines (thanks, AI), but pharmaceutical companies are on a merger &amp; acquisition spree that could break records. With more than $126 billion in deals so far this year, companies are looking for novel drug canddiates and clinical stage companies to bolster their own development pipeline. We’ll take a dive into what’s driving this M&amp;A frenzy and what companies look interesting in the pharmaceutical space today.Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Big Pharma using big wallets for M&amp;A- Who’s at risk of running off a patent cliff- Regulatory changes adding fuel to the fire- Companies doing great for patients (and investors)- Mailbag: Is Pfizer ok?  Companies discussed: LLY, MRK, UTHR, ASND, PFE, ABBV, GSK, NVO, RHHBYHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1264</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Toy Story 5 Reaches For the Sky</title><link>https://www.spreaker.com/episode/toy-story-5-reaches-for-the-sky--75706795</link><description><![CDATA[The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener’s question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5’s $160 million opening weekend-Hidden winners with growing box office sales-Microsoft’s deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth  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]]></description><guid isPermaLink="false">bc1972a8-05d5-11f1-92e5-87f40fb1030b</guid><pubDate>Mon, 22 Jun 2026 22:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706795/arml8960499173.mp3" length="32887545" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a...</itunes:subtitle><itunes:summary><![CDATA[The Hidden Gems investing team dissects the big weekend for Toy Story 5 and which stocks could be winners with a resurgent box office. From there Jon, Matt, and Rachel look at how natural gas is poised to power data centers before ending on a listener’s question regarding value investing and how things have changed since Warren Buffett got his start.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Toy Story 5’s $160 million opening weekend-Hidden winners with growing box office sales-Microsoft’s deal with Chevron to power a Texas data center-Why natural gas is increasingly a consideration-How value investing has changed over the yearsCompanies discussed: Disney (DIS), Netflix (NFLX), Apple (AAPL), EPR Properties (EPR), Chevron (CVX), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), Amazon (AMZN), EQT (EQT), GE Vernova (GEV), Caterpillar (CAT), Berkshire Hathaway (BRK.A)(BRK.B), Lumentum (LITE), Coherent (COHR), Coca-Cola (KO)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Kristi Waterworth  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]]></itunes:summary><itunes:duration>1361</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Companies That Sound Most Confident May Be the Ones to Worry About</title><link>https://www.spreaker.com/episode/the-companies-that-sound-most-confident-may-be-the-ones-to-worry-about--75706936</link><description><![CDATA[Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil LeBrun, former international CIO of McDonald's, and Dr. Jana Werner, executive advisor at AWS — co-authors of The Octopus Organization — to unpack why 70 to 90 percent of corporate transformations never deliver what they promised, what they call watermelon reporting — green on the outside, red on the inside — and the words that reveal whether a company is truly built for the future, or just really good at sounding like one.    Host: Rachel Warren  Guests: Dr. Jana Werner and Phil Le-Brun  Producers: Bart Shannon, Lauren Budabin    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.]]></description><guid isPermaLink="false">bbfba94e-05d5-11f1-92e5-f78111b98dd2</guid><pubDate>Sun, 21 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706936/arml9670424207.mp3" length="40123960" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil...</itunes:subtitle><itunes:summary><![CDATA[Every time you listen to an earnings call, you're scanning for signs that a company knows where it's going. But what if the most confident-sounding language is actually the biggest red flag? Motley Fool analyst Rachel Warren sits down with Phil LeBrun, former international CIO of McDonald's, and Dr. Jana Werner, executive advisor at AWS — co-authors of The Octopus Organization — to unpack why 70 to 90 percent of corporate transformations never deliver what they promised, what they call watermelon reporting — green on the outside, red on the inside — and the words that reveal whether a company is truly built for the future, or just really good at sounding like one.    Host: Rachel Warren  Guests: Dr. Jana Werner and Phil Le-Brun  Producers: Bart Shannon, Lauren Budabin    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.]]></itunes:summary><itunes:duration>1662</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mailbag! Maximizing Dividends, Spending in Retirement, Managing a 529</title><link>https://www.spreaker.com/episode/mailbag-maximizing-dividends-spending-in-retirement-managing-a-529--75706912</link><description><![CDATA[Host Robert Brokamp is joined by Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-How do ETFs affect the recommendation to own 25 to 50 stocks?-How can a new retiree switch from saving to spending after decades of frugality?-Since stock prices drop after a dividend payment, is it a “nothing-burger”?-How to manage a 529 as a kid gets ready to go to college?-Should you automatically reinvest dividends or use the cash to invest in something else?-What to do when you’re getting a late start on saving for retirement?Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">bb1eaada-05d5-11f1-92e5-eb51023b3a5a</guid><pubDate>Sat, 20 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706912/arml9884202353.mp3" length="34628614" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Host Robert Brokamp is joined by Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-How do ETFs affect the recommendation to own 25 to 50 stocks?-How can a new retiree switch from saving to...</itunes:subtitle><itunes:summary><![CDATA[Host Robert Brokamp is joined by Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-How do ETFs affect the recommendation to own 25 to 50 stocks?-How can a new retiree switch from saving to spending after decades of frugality?-Since stock prices drop after a dividend payment, is it a “nothing-burger”?-How to manage a 529 as a kid gets ready to go to college?-Should you automatically reinvest dividends or use the cash to invest in something else?-What to do when you’re getting a late start on saving for retirement?Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1434</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>More Layoffs, Acquisitions, and SpaceX Becomes AI Company</title><link>https://www.spreaker.com/episode/more-layoffs-acquisitions-and-spacex-becomes-ai-company--75706918</link><description><![CDATA[Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus, we discuss Fox buying Roku, SpaceX’s $60 billion acquisition, and play the World Cup of Investing.     Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Robinhood and Rivian Layoffs  - Are Layoffs Backfiring?  - Fox Buys Roku, But Why?  - SpaceX Buys Cursor  - World Cup of Investing  - Stocks On Our Radar    Companies discussed: Petrobras (PBR), Mercado Libre (MELI), ASML (ASML), Spotify (SPOT), Samsung, Tencent (TCEHY), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Life Time Holdings (LTH), Rivian (RIVN), Meta Platforms (META), Robinhood (HOOD), Roku (ROKU), Fox (FOXA), SpaceX (SPCX).    Host: Travis Hoium  Guests: Lou Whiteman, and 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.  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]]></description><guid isPermaLink="false">bb3d3bf8-05d5-11f1-92e5-2725c7f62cf5</guid><pubDate>Fri, 19 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706918/arml8578284418.mp3" length="57838437" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus, we discuss Fox buying Roku,...</itunes:subtitle><itunes:summary><![CDATA[Are layoffs starting to backfire in Silicon Valley? As Robinhood and Rivian announce job cuts, employees at Meta Platforms are starting to revolt against job cuts and reassignments into jobs they didn’t sign up for. Plus, we discuss Fox buying Roku, SpaceX’s $60 billion acquisition, and play the World Cup of Investing.     Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Robinhood and Rivian Layoffs  - Are Layoffs Backfiring?  - Fox Buys Roku, But Why?  - SpaceX Buys Cursor  - World Cup of Investing  - Stocks On Our Radar    Companies discussed: Petrobras (PBR), Mercado Libre (MELI), ASML (ASML), Spotify (SPOT), Samsung, Tencent (TCEHY), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Life Time Holdings (LTH), Rivian (RIVN), Meta Platforms (META), Robinhood (HOOD), Roku (ROKU), Fox (FOXA), SpaceX (SPCX).    Host: Travis Hoium  Guests: Lou Whiteman, and 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.  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]]></itunes:summary><itunes:duration>2401</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>IT Consulting is Not Having a Good Time</title><link>https://www.spreaker.com/episode/it-consulting-is-not-having-a-good-time--75706829</link><description><![CDATA[Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstream issues. Pluis, a dive into Accenture’s earnings and the challenges facing the IT consulting industry.Listeners, we want your voices heard. The SEC is proposing that companies cut their regular reporting in half to two times a year. We think that's a mistake for individual investors.The SEC will take public comments on this issue until July 6th. We want to #savethe10q. Go to https://www.fool.com/investing/2026/06/15/motley-fool-save-the-10q/ to read our full statement and learn how to submit a public comment to the SEC.Companies discussed: META, TSMC, SPCX, TSLA, BMI, ITRI, VRT, ACN, EXLS, GLOB, IBMHost: Tyler CroweGuests: Matt Frankel, Jon QuastlEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">bb5e217e-05d5-11f1-92e5-b3e918c9733e</guid><pubDate>Thu, 18 Jun 2026 20:48:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706829/arml2273238216.mp3" length="31225044" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters...</itunes:subtitle><itunes:summary><![CDATA[Data centers might have a climate problem. With more than 80% of data centers worldwide in regions at high risk of drought, flooding, or wildfires. The implication of these trillions in investment being at elevated risk to weather related disasters could have some major downstream issues. Pluis, a dive into Accenture’s earnings and the challenges facing the IT consulting industry.Listeners, we want your voices heard. The SEC is proposing that companies cut their regular reporting in half to two times a year. We think that's a mistake for individual investors.The SEC will take public comments on this issue until July 6th. We want to #savethe10q. Go to https://www.fool.com/investing/2026/06/15/motley-fool-save-the-10q/ to read our full statement and learn how to submit a public comment to the SEC.Companies discussed: META, TSMC, SPCX, TSLA, BMI, ITRI, VRT, ACN, EXLS, GLOB, IBMHost: Tyler CroweGuests: Matt Frankel, Jon QuastlEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1292</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Snap’s Specs Gamble</title><link>https://www.spreaker.com/episode/snap-s-specs-gamble--75706934</link><description><![CDATA[The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we talk about Rivian’s layoffs and Eli Lilly’s latest acquisition.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Snap’s new Specs  - Rivian announces more layoffs  - Eli Lilly’s acquisition spree continues    Companies discussed: Snap (SNAP), Rivian (RIVN), Eli Lilly (LLY), Tesla (TSLA), Meta Platforms (META).    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]]></description><guid isPermaLink="false">bb7f4c3c-05d5-11f1-92e5-e3b80f27e021</guid><pubDate>Wed, 17 Jun 2026 20:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706934/arml2015572394.mp3" length="26644411" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we talk about Rivian’s layoffs and Eli Lilly’s latest...</itunes:subtitle><itunes:summary><![CDATA[The smartphone could be a thing of the past if Snap has its way an Specs take over the market. But at $2,195 it could be a tall task selling these to consumers, even if they were stylish. Plus, we talk about Rivian’s layoffs and Eli Lilly’s latest acquisition.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Snap’s new Specs  - Rivian announces more layoffs  - Eli Lilly’s acquisition spree continues    Companies discussed: Snap (SNAP), Rivian (RIVN), Eli Lilly (LLY), Tesla (TSLA), Meta Platforms (META).    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]]></itunes:summary><itunes:duration>1101</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Buying Your Own Sports Team (with Stocks)</title><link>https://www.spreaker.com/episode/buying-your-own-sports-team-with-stocks--75706926</link><description><![CDATA[Pretty much every sports fan dreams of owning their favorite team. Between the bragging rights and the courtside seats, who wouldn’t want to be? While you may not be able to be a partial owner of your favorite team, there are a few opportunities to own a part of team in almost every league. We take a a look at what teams you can own through stocks and whether any are worth an investment. Plius, Robinhood’s layoff announcement and listener questions    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Robinhood’s layoffs: Good move or bad move?  - Fintechs going on a wild ride due to crypto trading  - Publicly traded sports franchises  - Why do sports teams make lousy investments  - Mailbag: What happened to Alexandria Real Estate?    Companies discussed: HOOD, COIN, SOFI, MANU, FWONK, BATRK, MSGS, ARE    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">bb9ea7da-05d5-11f1-92e5-1fce64047a68</guid><pubDate>Tue, 16 Jun 2026 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706926/arml9709700534.mp3" length="31600994" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Pretty much every sports fan dreams of owning their favorite team. Between the bragging rights and the courtside seats, who wouldn’t want to be? While you may not be able to be a partial owner of your favorite team, there are a few opportunities to...</itunes:subtitle><itunes:summary><![CDATA[Pretty much every sports fan dreams of owning their favorite team. Between the bragging rights and the courtside seats, who wouldn’t want to be? While you may not be able to be a partial owner of your favorite team, there are a few opportunities to own a part of team in almost every league. We take a a look at what teams you can own through stocks and whether any are worth an investment. Plius, Robinhood’s layoff announcement and listener questions    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Robinhood’s layoffs: Good move or bad move?  - Fintechs going on a wild ride due to crypto trading  - Publicly traded sports franchises  - Why do sports teams make lousy investments  - Mailbag: What happened to Alexandria Real Estate?    Companies discussed: HOOD, COIN, SOFI, MANU, FWONK, BATRK, MSGS, ARE    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1307</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The AI the Government Just Shut Down</title><link>https://www.spreaker.com/episode/the-ai-the-government-just-shut-down--75706830</link><description><![CDATA[There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to normal if the deal holds as well as some companies that could get some much needed relief. The team then discusses Anthropic’s Fable 5 shutdown before closing with some thoughts on Fox’s $22 billion acquisition of Roku.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -The tentative deal between the U.S. and Iran  -Hidden beneficiaries if the deal holds  -The government’s concerns with Anthropic’s Fable 5  -Fox’s acquisition of Roku and whether investors should keep holding    Companies discussed: Delta Air Lines (DAL), United Airlines (UAL), Rocket Companies (RKT), Anthropic, Space Exploration Technologies (SPCX), Fox (FOXA)(FOX), Roku (ROKU)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">bbc08e5e-05d5-11f1-92e5-c330c520466c</guid><pubDate>Mon, 15 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706830/arml5660687975.mp3" length="33352080" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to normal if the deal holds as well as some companies that...</itunes:subtitle><itunes:summary><![CDATA[There’s a tentative deal for peace in the Middle East as the U.S. and Iran are set to sign an agreement this week. Jon, Matt, and Rachel talk about how long it will take for things to get back to normal if the deal holds as well as some companies that could get some much needed relief. The team then discusses Anthropic’s Fable 5 shutdown before closing with some thoughts on Fox’s $22 billion acquisition of Roku.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -The tentative deal between the U.S. and Iran  -Hidden beneficiaries if the deal holds  -The government’s concerns with Anthropic’s Fable 5  -Fox’s acquisition of Roku and whether investors should keep holding    Companies discussed: Delta Air Lines (DAL), United Airlines (UAL), Rocket Companies (RKT), Anthropic, Space Exploration Technologies (SPCX), Fox (FOXA)(FOX), Roku (ROKU)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1380</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Hidden Forces Behind Every Investment Decision</title><link>https://www.spreaker.com/episode/the-hidden-forces-behind-every-investment-decision--75706833</link><description><![CDATA[Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots that trip up individual investors are also quietly undermining the companies you're betting on? Motley Fool analyst Rachel Warren talks with Harvard-trained behavioral scientist Julia Dhar, author of How Change Really Works, about why 60 to 75 percent of corporate transformations fail, how to spot false alignment in a leadership team, and the simple framework that separates companies worth owning from ones that just sound good on an earnings call.    Host: Rachel Warren  Guest: Julia Dhar  Producers: Bart Shannon, Lauren Budabin  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.]]></description><guid isPermaLink="false">bbde3828-05d5-11f1-92e5-270f385bd9b8</guid><pubDate>Sun, 14 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706833/arml8928057866.mp3" length="38142092" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots that trip up individual investors are also quietly...</itunes:subtitle><itunes:summary><![CDATA[Every time you buy a stock, you tell yourself a story about why it's going to work. But what if that story is the most dangerous thing in your portfolio? And what if the same behavioral blind spots that trip up individual investors are also quietly undermining the companies you're betting on? Motley Fool analyst Rachel Warren talks with Harvard-trained behavioral scientist Julia Dhar, author of How Change Really Works, about why 60 to 75 percent of corporate transformations fail, how to spot false alignment in a leadership team, and the simple framework that separates companies worth owning from ones that just sound good on an earnings call.    Host: Rachel Warren  Guest: Julia Dhar  Producers: Bart Shannon, Lauren Budabin  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.]]></itunes:summary><itunes:duration>1580</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Your Roth Won’t Be Tax-Free If You Break These Rules</title><link>https://www.spreaker.com/episode/your-roth-won-t-be-tax-free-if-you-break-these-rules--75706836</link><description><![CDATA[Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the future. One way to protect your retirement from higher taxes is to have at least some money in Roth accounts. With the Roth, contributions aren't tax-deductible, but withdrawals are tax-free… but only if you follow the rules, which can be complicated. Robert Brokamp explains what you need to heed.Also in this episode:-The Social Security time bomb ticks louder with the recent release of the latest trustees report-Americans are keeping their cars longer than ever, which is saving them money -- and changing the automotive industry-The earnings of companies in the S&amp;P 500 are soaring, but some of that impressive growth is not actually due to business operations-Healthier people tend to be wealthier, and a recent study finds that riding a bike can provide all kinds of physical and psychological benefitsHost: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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.]]></description><guid isPermaLink="false">bafe28d2-05d5-11f1-92e5-9bcbe99b7c2c</guid><pubDate>Sat, 13 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706836/arml2193440465.mp3" length="26113626" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the future. One way to protect your retirement from...</itunes:subtitle><itunes:summary><![CDATA[Tax rates are as low as they've been in decades. Yet due to ballooning government deficits and increasingly underfunded entitlements, it's reasonable to have a hedge against higher tax rates in the future. One way to protect your retirement from higher taxes is to have at least some money in Roth accounts. With the Roth, contributions aren't tax-deductible, but withdrawals are tax-free… but only if you follow the rules, which can be complicated. Robert Brokamp explains what you need to heed.Also in this episode:-The Social Security time bomb ticks louder with the recent release of the latest trustees report-Americans are keeping their cars longer than ever, which is saving them money -- and changing the automotive industry-The earnings of companies in the S&amp;P 500 are soaring, but some of that impressive growth is not actually due to business operations-Healthier people tend to be wealthier, and a recent study finds that riding a bike can provide all kinds of physical and psychological benefitsHost: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1079</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>It’s SpaceX IPO Day!</title><link>https://www.spreaker.com/episode/it-s-spacex-ipo-day--75706950</link><description><![CDATA[SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - SpaceX IPO  - Who Will Sell SpaceX Stock?  - What’s Wrong At Adobe?  - Either or Neither  - Is Apple All Right  - Stocks On Our Radar    Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM), Casey’s General Stores (CASY), Target (TGT), Walmart (WMT), Microsoft (MSFT), Adobe (ADBE), Intuit (INTU), Tesla (TSLA).    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]]></description><guid isPermaLink="false">bade1d30-05d5-11f1-92e5-0348fb8e9327</guid><pubDate>Fri, 12 Jun 2026 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706950/arml9655536398.mp3" length="57760861" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on our radar.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[SpaceX is officially public and we explain not only why that matters, but also how it may benefit companies like Alphabet long-term. We also explore what’s wrong at Adobe, why Apple has become boring, and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - SpaceX IPO  - Who Will Sell SpaceX Stock?  - What’s Wrong At Adobe?  - Either or Neither  - Is Apple All Right  - Stocks On Our Radar    Companies discussed: SpaceX (SPCX), Microsoft (MSFT), Alphabet (GOOG), FormFactor (FORM), Casey’s General Stores (CASY), Target (TGT), Walmart (WMT), Microsoft (MSFT), Adobe (ADBE), Intuit (INTU), Tesla (TSLA).    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]]></itunes:summary><itunes:duration>2397</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Digging into the bottlenecks of AI</title><link>https://www.spreaker.com/episode/digging-into-the-bottlenecks-of-ai--75706956</link><description><![CDATA[Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal year, there is likely a long list of companies that will benefit. We dig into some of the bottlenecks and pinch points of this massive buildout. Plus, why do international stocks trade at such a discount to American ones?    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Oracle’s earnings results and capital spending plans  - Is Oracle’s backlog and spending plans connected to the Anthropic and OpenAI IPOs?  -Identifying some pinch points of AI buildout  - Question: Why do European stocks trade at a discount to the US market    Companies discussed: ORCL, TSLA, PDFS, LRCX, KLAC, ASML, PLD, VWDRY, GEV, STLA, RACE, CNH, PHG, NBCLF, AJINF, VYMI, BRK    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">babd9aba-05d5-11f1-92e5-ab5d2ad00865</guid><pubDate>Thu, 11 Jun 2026 20:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706956/arml7895317727.mp3" length="40270505" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital...</itunes:subtitle><itunes:summary><![CDATA[Oracle’s earnings results made one thing abundantly clear, the spending rate for data centers and AI infrastructure isn’t slowing down any time soon. While the market didn’t respond too favorably to the announcement it was increasing its capital spending for the upcoming fiscal year, there is likely a long list of companies that will benefit. We dig into some of the bottlenecks and pinch points of this massive buildout. Plus, why do international stocks trade at such a discount to American ones?    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Oracle’s earnings results and capital spending plans  - Is Oracle’s backlog and spending plans connected to the Anthropic and OpenAI IPOs?  -Identifying some pinch points of AI buildout  - Question: Why do European stocks trade at a discount to the US market    Companies discussed: ORCL, TSLA, PDFS, LRCX, KLAC, ASML, PLD, VWDRY, GEV, STLA, RACE, CNH, PHG, NBCLF, AJINF, VYMI, BRK    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1669</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Will EV Stocks Make a Comeback in 2026?</title><link>https://www.spreaker.com/episode/will-ev-stocks-make-a-comeback-in-2026--75706961</link><description><![CDATA[Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company’s prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Rivian’s R2 launch  - The decline of EVs in the U.S.  - Will autonomy be a value add for EV companies?  - Hidden gems in the EV market    Companies discussed: Rivian (RIVN), Tesla (TSLA), Quantumscape (QS), General Motors (GM), Lucid (LCID), Uber (UBER), NXP Semiconductors (NXPI).    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]]></description><guid isPermaLink="false">ba9f79a4-05d5-11f1-92e5-cbf286acd1dd</guid><pubDate>Wed, 10 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706961/arml2136471334.mp3" length="31545675" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a...</itunes:subtitle><itunes:summary><![CDATA[Five years ago, electric vehicles were the talk of the market. But in the U.S., sales of electric vehicles are falling and competition is heating up. With that backdrop, Rivian has introduced the R2 and investors still think this will be a game-changer for the company. We discuss the vehicle and company’s prospects, whether autonomy will be a tailwind, and get to hidden gems on our watchlist in this episode.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Rivian’s R2 launch  - The decline of EVs in the U.S.  - Will autonomy be a value add for EV companies?  - Hidden gems in the EV market    Companies discussed: Rivian (RIVN), Tesla (TSLA), Quantumscape (QS), General Motors (GM), Lucid (LCID), Uber (UBER), NXP Semiconductors (NXPI).    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]]></itunes:summary><itunes:duration>1305</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Opportunities in Europe’s “Digital Sovereignty”?</title><link>https://www.spreaker.com/episode/opportunities-in-europe-s-digital-sovereignty--75706876</link><description><![CDATA[There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Apple fighting with the EU about Siri AI  - What happens to big tech when Europe wants its own tech  - Companies that could benefit from a European digital infrastructure boom  - What’s the CAPE ratio and why is it flashing warning signals?  - In highly valued markets, should investors look at defensive stocks?  - What’s the best place to park your cash “on the sidelines”?    Companies discussed: AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR, FIX, CSCO SBGSY, WM, NEE, BRK.B    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">ba819d26-05d5-11f1-92e5-b7c81b2b3e0f</guid><pubDate>Tue, 09 Jun 2026 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706876/arml4696975115.mp3" length="34852621" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but...</itunes:subtitle><itunes:summary><![CDATA[There’s no big headline to point to here, but several small data points and policy decisions all point to one thing: Europe wants to build its own digital infrastructure. That could have profound implications for the mega tech companies in the US, but it could also mean opportunities in helping Europe build out a digital infrastructure for AI and autonomy. Plus, what to make of the Shiller CAPE ratio and how to use cash positions.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Apple fighting with the EU about Siri AI  - What happens to big tech when Europe wants its own tech  - Companies that could benefit from a European digital infrastructure boom  - What’s the CAPE ratio and why is it flashing warning signals?  - In highly valued markets, should investors look at defensive stocks?  - What’s the best place to park your cash “on the sidelines”?    Companies discussed: AAPL, ASML, AMZN, GOOG, AMAT, META, VRT, PWR, FIX, CSCO SBGSY, WM, NEE, BRK.B    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1443</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Another Semiconductor Stock Is Headed to the S&amp;P 500</title><link>https://www.spreaker.com/episode/another-semiconductor-stock-is-headed-to-the-s-p-500--75706878</link><description><![CDATA[The S&amp;P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives into the mailbag with Rachel leading the discussion on Bristol-Myers Squibb and Matt providing some reflections on age-related investing considerations.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Marvel’s trillion-dollar opportunity  -Whether Flex is overvalued right now  -Why Bristol-Myers Squibb stock has gone nowhere for five years  -How to think about investing when you’re young    Companies discussed: Pool (POOL), Campbell Soup Company (CPB), Flex (FLEX), Marvell Technology (MRVL), Bristol-Myers Squibb (BMY), Pfizer (PFE), Merck (MRK), Nvidia (NVDA), Amazon (AMZN), Apple (AAPL), Public Storage (PSA), and NVR (NVR)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">ba5d3206-05d5-11f1-92e5-8b3f32e0a02b</guid><pubDate>Mon, 08 Jun 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706878/arml9382694073.mp3" length="40036666" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The S&amp;amp;P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden...</itunes:subtitle><itunes:summary><![CDATA[The S&amp;P 500 index is removing Pool Corp and Campbell Soup Company from the index and replacing them with Marvell Technology and Flex. Jon, Matt, and Rachel explain what these two new companies do as well as weigh in on whether they could be hidden gems. After this, the team dives into the mailbag with Rachel leading the discussion on Bristol-Myers Squibb and Matt providing some reflections on age-related investing considerations.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Marvel’s trillion-dollar opportunity  -Whether Flex is overvalued right now  -Why Bristol-Myers Squibb stock has gone nowhere for five years  -How to think about investing when you’re young    Companies discussed: Pool (POOL), Campbell Soup Company (CPB), Flex (FLEX), Marvell Technology (MRVL), Bristol-Myers Squibb (BMY), Pfizer (PFE), Merck (MRK), Nvidia (NVDA), Amazon (AMZN), Apple (AAPL), Public Storage (PSA), and NVR (NVR)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1659</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Invisible Layer Protecting the World's Biggest Companies</title><link>https://www.spreaker.com/episode/the-invisible-layer-protecting-the-world-s-biggest-companies--75706793</link><description><![CDATA[Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million users to billions of AI agents — and the bad actors have frontier models helping them find the cracks? Motley Fool analyst Jason Moser talks with Zscaler CFO Kevin Rubin about zero trust security, the agentic AI threat landscape, and why the cybersecurity buildout may be one of the most durable investment themes of the next decade.  Host: Jason Moser  Guest: Kevin Rubin  Producers: Bart Shannon, Lauren Budabin    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.]]></description><guid isPermaLink="false">ba382772-05d5-11f1-92e5-c3e9a8eeb42c</guid><pubDate>Sun, 07 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706793/arml2129653703.mp3" length="34774602" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million users to billions of AI agents —...</itunes:subtitle><itunes:summary><![CDATA[Every time you log into a corporate network, send a file, or spin up an AI agent, something has to decide what's allowed and what isn't. So what happens when the number of things asking for access goes from 50 million users to billions of AI agents — and the bad actors have frontier models helping them find the cracks? Motley Fool analyst Jason Moser talks with Zscaler CFO Kevin Rubin about zero trust security, the agentic AI threat landscape, and why the cybersecurity buildout may be one of the most durable investment themes of the next decade.  Host: Jason Moser  Guest: Kevin Rubin  Producers: Bart Shannon, Lauren Budabin    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.]]></itunes:summary><itunes:duration>1440</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Much to Save for Your Financial Goals</title><link>https://www.spreaker.com/episode/how-much-to-save-for-your-financial-goals--75706841</link><description><![CDATA[It’s Month 6 of our 2026 Financial Planning Challenge! In this installment, Fools Robert Brokamp and Stephanie Marini suggest ways to prioritize and quantify your financial goals, and highlight some tools that will help you crunch the numbers.  Also in this episode:-A recent study finds that taxes can take more than a third of your investment over the long term-According to a Wall Street Journal analysis, the five largest home insurers didn’t pay out on more than 44% of claims last year, up from 36% a decade earlier-The share of national income attributable to corporate profits is at an all-time high-Visit Fool.com/calculators, Dinkytown.net, or Calculator.net to find tools that can quantify and solve just about any financial conundrum  Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon    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]]></description><guid isPermaLink="false">ba17b5a0-05d5-11f1-92e5-cb77e6f7f005</guid><pubDate>Sat, 06 Jun 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706841/arml6756918018.mp3" length="37173078" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s Month 6 of our 2026 Financial Planning Challenge! In this installment, Fools Robert Brokamp and Stephanie Marini suggest ways to prioritize and quantify your financial goals, and highlight some tools that will help you crunch the numbers.  Also...</itunes:subtitle><itunes:summary><![CDATA[It’s Month 6 of our 2026 Financial Planning Challenge! In this installment, Fools Robert Brokamp and Stephanie Marini suggest ways to prioritize and quantify your financial goals, and highlight some tools that will help you crunch the numbers.  Also in this episode:-A recent study finds that taxes can take more than a third of your investment over the long term-According to a Wall Street Journal analysis, the five largest home insurers didn’t pay out on more than 44% of claims last year, up from 36% a decade earlier-The share of national income attributable to corporate profits is at an all-time high-Visit Fool.com/calculators, Dinkytown.net, or Calculator.net to find tools that can quantify and solve just about any financial conundrum  Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1540</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>IPO Season: Why Patience Is The Name of the Game</title><link>https://www.spreaker.com/episode/ipo-season-why-patience-is-the-name-of-the-game--75706945</link><description><![CDATA[The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest in businesses without speculating.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Today’s market crash  - IPO season  - Autonomy is here  - Who is making irresponsible predictions?  - Stocks on our radar    Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></description><guid isPermaLink="false">b9f815ec-05d5-11f1-92e5-9388608cee03</guid><pubDate>Fri, 05 Jun 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706945/arml9543619928.mp3" length="57942756" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where...</itunes:subtitle><itunes:summary><![CDATA[The biggest IPOs ever are coming and investors are (understandably) excited. But historically this is a time caution is needed and we discuss why these deals in particular may need some seasoning. We also discuss the advances in autonomy and where there’s opportunities to invest in businesses without speculating.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Today’s market crash  - IPO season  - Autonomy is here  - Who is making irresponsible predictions?  - Stocks on our radar    Companies discussed: SpaceX, Uber (UBER), Quantinuum (QNT), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Tesla (TSLA), WeRide (WRD), Shopify (SHOP), Merlin (MRLN).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></itunes:summary><itunes:duration>2405</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Broadcom’s Stock Whiplash</title><link>https://www.spreaker.com/episode/broadcom-s-stock-whiplash--75706944</link><description><![CDATA[It seems like no matter the size of a company, it is possible we’ll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it’s all about the expectations game. Today’s move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Broadcom’s good earnings  - Playing the expectations game in a volatile market.  - Stocks doing well in downtrodden industries  - Listener questions: How will the Spacex, Anthropic, and OpenAI IPOs impact cash on the sidelines and ETFs?    Companies discussed: AVGO, NVDA, TSMC, RHP, XPO, ODFL, OSCR    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">b9d6c3d8-05d5-11f1-92e5-db910ca89e76</guid><pubDate>Thu, 04 Jun 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706944/arml6917268228.mp3" length="42226907" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It seems like no matter the size of a company, it is possible we’ll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But...</itunes:subtitle><itunes:summary><![CDATA[It seems like no matter the size of a company, it is possible we’ll see a double-digit percentage move in its stock on an earnings release. Today, it was Broadcom's turn to drop nearly 15% after the company reported what look like solid numbers. But when it comes to quarterly earnings, it’s all about the expectations game. Today’s move was clear that expectations are high for AI. Plus, stocks bucking their sector trends and how these mega IPOs will impact indices.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Broadcom’s good earnings  - Playing the expectations game in a volatile market.  - Stocks doing well in downtrodden industries  - Listener questions: How will the Spacex, Anthropic, and OpenAI IPOs impact cash on the sidelines and ETFs?    Companies discussed: AVGO, NVDA, TSMC, RHP, XPO, ODFL, OSCR    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1750</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Alphabet’s $80 Billion Flex</title><link>https://www.spreaker.com/episode/alphabet-s-80-billion-flex--75706844</link><description><![CDATA[Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead.    Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:  - Alphabet’s $80 billion flex  - AI supplier whack a mole  - Bitcoin’s Michael Saylor problem    Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE).    Host: Travis Hoium  Guests: Lou Whiteman, Tyler Crowe  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]]></description><guid isPermaLink="false">b9b4f41a-05d5-11f1-92e5-5be499e6cf4a</guid><pubDate>Wed, 03 Jun 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706844/arml8039461120.mp3" length="35002921" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might...</itunes:subtitle><itunes:summary><![CDATA[Alphabet is raising over $80 billion to help its AI buildout, assisted by Berkshire Hathaway. We discuss what that says about the ROI of AI today and how balance sheets play into the equation. Then we discuss the AI supplier hype and why Bitcoin might have a tough year ahead.    Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:  - Alphabet’s $80 billion flex  - AI supplier whack a mole  - Bitcoin’s Michael Saylor problem    Companies discussed: Alphabet (GOOG, GOOGL), Berkshire Hathaway (BRKA, BRKB), Micron (MU), Amazon (AMZN), Microsoft (MSFT), Bitcoin (BTC), Strategy (MSTR), Dell (DELL), Hewlett Packard Enterprise (HPE).    Host: Travis Hoium  Guests: Lou Whiteman, Tyler Crowe  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]]></itunes:summary><itunes:duration>1449</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Turnaround Stories and Shorting Stocks</title><link>https://www.spreaker.com/episode/turnaround-stories-and-shorting-stocks--75706843</link><description><![CDATA[Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt, and Tyler all look at the status of the Dollar General turnaround story and what does it take to invest successfully in turnarounds. Plus, thoughts on the Citron Research verdict and whether crowdfunded real estate opportunities are worth it.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Dollar General’s earnings  - Has Dollar General turned the corner?  - Investing in turnaround stocks: What to look for?  - Citron Research’s Andrew Left found guilty of securities fraud  - The value of short selling research  - The “ickiness” of the short seller business model  - Listener question: Are crowdfunded real estate funds worth it? What to look for?    Companies discussed: DG, DLTR, RIG, GTX, SMPL    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">b98ec218-05d5-11f1-92e5-4f8ce98ffc98</guid><pubDate>Tue, 02 Jun 2026 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706843/arml8355879444.mp3" length="35342196" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt,...</itunes:subtitle><itunes:summary><![CDATA[Dollar General was a stock market darling for much of the 2010s, but fell on hard times a few years ago. Numerous value investors have been betting that “it’s not that bad”, but that turnaround strategy has taken much longer than expected. Lou, Matt, and Tyler all look at the status of the Dollar General turnaround story and what does it take to invest successfully in turnarounds. Plus, thoughts on the Citron Research verdict and whether crowdfunded real estate opportunities are worth it.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Dollar General’s earnings  - Has Dollar General turned the corner?  - Investing in turnaround stocks: What to look for?  - Citron Research’s Andrew Left found guilty of securities fraud  - The value of short selling research  - The “ickiness” of the short seller business model  - Listener question: Are crowdfunded real estate funds worth it? What to look for?    Companies discussed: DG, DLTR, RIG, GTX, SMPL    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1463</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia’s Next Big Growth Lever?</title><link>https://www.spreaker.com/episode/nvidia-s-next-big-growth-lever--75706959</link><description><![CDATA[Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway’s homebuilder acquisition before closing with a question regarding passive investing trends.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Nvidia’s new Vera CPU  -The potential fallout in the CPU markout  -Berkshire Hathaway’s latest acquisition  -Passive investing’s impact on the stock market    Companies discussed: Nvidia (NVDA), AMD (AMD), Intel (INTC), Qualcomm (QCOM), Berkshire Hathaway (BRK.A)(BRK.B), Taylor Morrison (TMHC)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">b94674a4-05d5-11f1-92e5-a3628f73bd8a</guid><pubDate>Mon, 01 Jun 2026 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706959/arml6971939807.mp3" length="36592402" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about...</itunes:subtitle><itunes:summary><![CDATA[Nvidia announced its new CPU at an event in Taipei and Jon, Rachel, and Matt talked about why potential customers may be interested in buying as well as the potential impacts to primary CPU players such as Intel and AMD. The team also talks about Berkshire Hathaway’s homebuilder acquisition before closing with a question regarding passive investing trends.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Nvidia’s new Vera CPU  -The potential fallout in the CPU markout  -Berkshire Hathaway’s latest acquisition  -Passive investing’s impact on the stock market    Companies discussed: Nvidia (NVDA), AMD (AMD), Intel (INTC), Qualcomm (QCOM), Berkshire Hathaway (BRK.A)(BRK.B), Taylor Morrison (TMHC)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1515</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The AI Buildout Is Just Getting Started</title><link>https://www.spreaker.com/episode/the-ai-buildout-is-just-getting-started--75706927</link><description><![CDATA[Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail investors more precise exposure than traditional sector funds, and what the rise of agentic AI, physical robotics, and tokenization means for your portfolio.    Host: Rachel Warren  Guest: Jay Jacobs  Producers: Bart Shannon, Lauren Budabin    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]]></description><guid isPermaLink="false">a8835402-05d5-11f1-8c9c-fbd1326b2d40</guid><pubDate>Sun, 31 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706927/arml8635776428.mp3" length="29256939" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs...</itunes:subtitle><itunes:summary><![CDATA[Token consumption grew 17 times last year — not 17%, 17 times. So why are some investors still underexposed to the biggest structural shift in a generation? Motley Fool Contributing Analyst Rachel Warren talks with Jay Jacobs, US Head of Equity ETFs at BlackRock, about the firm's 2026 Thematic Outlook: why the AI infrastructure boom is still in its infancy, how thematic ETFs can give retail investors more precise exposure than traditional sector funds, and what the rise of agentic AI, physical robotics, and tokenization means for your portfolio.    Host: Rachel Warren  Guest: Jay Jacobs  Producers: Bart Shannon, Lauren Budabin    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]]></itunes:summary><itunes:duration>1210</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Your Plan for Retirement Too Safe?</title><link>https://www.spreaker.com/episode/is-your-plan-for-retirement-too-safe--75706946</link><description><![CDATA[Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than necessary and spending less in retirement than you could. Robert Brokamp looks at some rules of thumbs that may be overly cautious.Also in this episode:-A study finds that financial mistakes can be a predictor of dementia-Saving more for retirement not only boosts your portfolio but lowers the amount you need to have saved before you retire because you learn to live on less-The father of the so-called “4% rule” says it’s 5.5% for someone retiring today-Money management tools not only track your spending but help you plan for retirement  Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">a7bced08-05d5-11f1-8c9c-774327117399</guid><pubDate>Sat, 30 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706946/arml3560652084.mp3" length="24383376" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than necessary and spending less in retirement than you...</itunes:subtitle><itunes:summary><![CDATA[Determining when you can retire requires making several assumptions about the future. Some of the commonly recommended assumptions are very conservative, and may result in you working longer than necessary and spending less in retirement than you could. Robert Brokamp looks at some rules of thumbs that may be overly cautious.Also in this episode:-A study finds that financial mistakes can be a predictor of dementia-Saving more for retirement not only boosts your portfolio but lowers the amount you need to have saved before you retire because you learn to live on less-The father of the so-called “4% rule” says it’s 5.5% for someone retiring today-Money management tools not only track your spending but help you plan for retirement  Host: Robert Brokamp, CFP®, EAEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1007</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Conundrum of Investing in AI Today</title><link>https://www.spreaker.com/episode/the-conundrum-of-investing-in-ai-today--75706971</link><description><![CDATA[Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our lessons of a lifetime investing and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Anthropic’s $65 billion raise  - Corporate America’s ROI on AI  - What do consumers want?  - Our favorite investing quotes and books  - Stocks on our radar    Companies discussed: FedEx (FDX), FedEx Freight (FDXF), Astronics (ATRO), Transmedics (TMDX), Alphabet (GOOG, GOOGL), Amazon (AMZN).    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.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]]></description><guid isPermaLink="false">a7d87ece-05d5-11f1-8c9c-77d84150b350</guid><pubDate>Fri, 29 May 2026 20:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706971/arml6985039513.mp3" length="57888164" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our...</itunes:subtitle><itunes:summary><![CDATA[Money continues to pour into AI companies like Anthropic, who announced a $65 billion fundraising round this week. But companies are starting to scrutinize their AI investments, which may not be paying off as hoped. Plus, we discuss some of our lessons of a lifetime investing and the stocks on our radar.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Anthropic’s $65 billion raise  - Corporate America’s ROI on AI  - What do consumers want?  - Our favorite investing quotes and books  - Stocks on our radar    Companies discussed: FedEx (FDX), FedEx Freight (FDXF), Astronics (ATRO), Transmedics (TMDX), Alphabet (GOOG, GOOGL), Amazon (AMZN).    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.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]]></itunes:summary><itunes:duration>2403</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Snowflake Has a Hot New Product</title><link>https://www.spreaker.com/episode/snowflake-has-a-hot-new-product--75706928</link><description><![CDATA[Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that are impacted. And finally, they finish up talking about some hidden opportunities exposed by Fertitta Entertainment’s acquisition of Caeser’s Entertainment.    Jon Quast, Matt Frankel, and Travis Hoium discuss:  -Snowflake’s latest quarter  -Cloud computing versus AI software  -Plunging demand for mortgage refinancing  -Caeser’s sale to Fertitta Entertainment  -The sneaky potential benefit to VICI Properties    Companies discussed: Snowflake (SNOW), Amazon (AMZN), Rocket Companies (RKT), Caesar’s Entertainment (CZR), VICI Properties (VICI)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">a7f4af2c-05d5-11f1-8c9c-ef3fe1c73605</guid><pubDate>Thu, 28 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706928/arml9746182176.mp3" length="29397243" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the...</itunes:subtitle><itunes:summary><![CDATA[Jon, Matt, and Travis start the episode by talking about Snowflake’s latest financial results that were catalyzed by one of its newest AI product offerings. The team then talks about the sluggish environment for refinancing mortgages as well as the publicly-traded companies that are impacted. And finally, they finish up talking about some hidden opportunities exposed by Fertitta Entertainment’s acquisition of Caeser’s Entertainment.    Jon Quast, Matt Frankel, and Travis Hoium discuss:  -Snowflake’s latest quarter  -Cloud computing versus AI software  -Plunging demand for mortgage refinancing  -Caeser’s sale to Fertitta Entertainment  -The sneaky potential benefit to VICI Properties    Companies discussed: Snowflake (SNOW), Amazon (AMZN), Rocket Companies (RKT), Caesar’s Entertainment (CZR), VICI Properties (VICI)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1216</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The $1 Trillion Club Gets a Little More Crowded</title><link>https://www.spreaker.com/episode/the-1-trillion-club-gets-a-little-more-crowded--75706929</link><description><![CDATA[Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition spree, and growth plans before ending with Zscaler’s earnings and why the stock fell 30% today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Micron’s trip to $1 trillion- Eli Lilly’s Winning Streak- Zscaler earningsCompanies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS).Host: Travis HoiumGuests: Lou Whiteman, and Rachel WarrenEngineer: Austin Morgan, Bart Shannon    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]]></description><guid isPermaLink="false">a8101794-05d5-11f1-8c9c-ffac58630729</guid><pubDate>Wed, 27 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706929/arml2949787624.mp3" length="29385497" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition...</itunes:subtitle><itunes:summary><![CDATA[Micron has had a turnaround for the ages, going from a free cash flow negative company to a $1 trillion valuation in a little over a year. What does it tell us about the AI buildout? Plus, we get to Eli Lilly’s incredible trial results, acquisition spree, and growth plans before ending with Zscaler’s earnings and why the stock fell 30% today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Micron’s trip to $1 trillion- Eli Lilly’s Winning Streak- Zscaler earningsCompanies discussed: Micron (MU), Eli Lilly (LLY), Zscaler (ZS).Host: Travis HoiumGuests: Lou Whiteman, and Rachel WarrenEngineer: Austin Morgan, Bart Shannon    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]]></itunes:summary><itunes:duration>1215</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Has Ferrari Lost Its Mind?</title><link>https://www.spreaker.com/episode/has-ferrari-lost-its-mind--75706900</link><description><![CDATA[Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a company that sells vehicles that are more show item than utility. Plus, we discuss why the market is bullish on an Iran agreement and how AI spending may take a hit.    Travis Hoium, Matt Frankel, and Lou Whiteman discuss:  - Ferrari Luce  - The market thinks the Iran conflict is coming to an end  - Is AI compute spending slowing down    Companies discussed: Ferrari (RACE), Apple (AAPL), Uber (UBER), Duolingo (DUOL).    Host: Travis Hoium  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">a82bece4-05d5-11f1-8c9c-f712bfb6978d</guid><pubDate>Tue, 26 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706900/arml1134765808.mp3" length="30641796" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a company that sells vehicles that are more show item than utility. Plus, we discuss why the market is...</itunes:subtitle><itunes:summary><![CDATA[Ferrari Luce has been announced and it’s getting widely criticised by for the design, which is very un-Ferrari. But maybe that’s the point for a company that sells vehicles that are more show item than utility. Plus, we discuss why the market is bullish on an Iran agreement and how AI spending may take a hit.    Travis Hoium, Matt Frankel, and Lou Whiteman discuss:  - Ferrari Luce  - The market thinks the Iran conflict is coming to an end  - Is AI compute spending slowing down    Companies discussed: Ferrari (RACE), Apple (AAPL), Uber (UBER), Duolingo (DUOL).    Host: Travis Hoium  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1267</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Time To Diversify Internationally?</title><link>https://www.spreaker.com/episode/time-to-diversify-internationally--75706931</link><description><![CDATA[It’s a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Magnificent 7 stocks vs international diversification  -How to diversify into Japan and India  -Stocks that have lost momentum: MercadoLibre and SoFi  -The threat to SentinelOne from Anthropic’s Mythos    Companies discussed: Apple (APPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), General Motors (GM), Berkshire Hathaway (BRK.A)(BRK.B), Realty Income (O), Digital Realty (DLR), Pinterest (PINS), Walt Disney (DIS), Toyota (TM), Sony Group (SONY), iShares MSCI Japan ETF (EWJ), iShares India 50 ETF (INDY), iShares MSCI India ETF (INDA), Vanguard Total International Stock ETF (VXUS), iShares Core MSCI Total International Stock ETF (IXUS), Vanguard International High Dividend ETF (VYMI), Nestle (NSRGY), MercadoLibre (MELI), SoFi (SOFI), SentinelOne (S), Nvidia (NVDA), Crowdstrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">a84a9180-05d5-11f1-8c9c-17130da14150</guid><pubDate>Mon, 25 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706931/arml5675110180.mp3" length="34926234" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI.    Jon Quast, Matt Frankel,...</itunes:subtitle><itunes:summary><![CDATA[It’s a deep dive into the Hidden Gems Investing mailbag as Jon, Matt, and Rachel handle questions regarding international diversification, stocks that have lost momentum, and the changing cybersecurity landscape due to AI.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Magnificent 7 stocks vs international diversification  -How to diversify into Japan and India  -Stocks that have lost momentum: MercadoLibre and SoFi  -The threat to SentinelOne from Anthropic’s Mythos    Companies discussed: Apple (APPL), Amazon (AMZN), Microsoft (MSFT), Meta Platforms (META), Alphabet (GOOG)(GOOGL), General Motors (GM), Berkshire Hathaway (BRK.A)(BRK.B), Realty Income (O), Digital Realty (DLR), Pinterest (PINS), Walt Disney (DIS), Toyota (TM), Sony Group (SONY), iShares MSCI Japan ETF (EWJ), iShares India 50 ETF (INDY), iShares MSCI India ETF (INDA), Vanguard Total International Stock ETF (VXUS), iShares Core MSCI Total International Stock ETF (IXUS), Vanguard International High Dividend ETF (VYMI), Nestle (NSRGY), MercadoLibre (MELI), SoFi (SOFI), SentinelOne (S), Nvidia (NVDA), Crowdstrike (CRWD), Palo Alto Networks (PANW), Zscaler (ZS)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1446</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Thriving in the Age of Overwhelm</title><link>https://www.spreaker.com/episode/thriving-in-the-age-of-overwhelm--75706938</link><description><![CDATA[Why do so many people feel overwhelmed right now? And what can investors do about it? How can you separate market signal from media noise when headlines are designed to hijack your attention? Motley Fool Analyst Rachel Warren talks with Fred Marshall, author of Thrive: The Antidote to Future Shock, about staying calm, focused, and effective in a world changing faster than our ability to adapt.   Host: Rachel Warren   Guest: Fred Marshall   Producers: Bart Shannon, Lauren Budabin     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]]></description><guid isPermaLink="false">a86780ba-05d5-11f1-8c9c-835c461c0fa6</guid><pubDate>Sun, 24 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706938/arml4261000060.mp3" length="35499676" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why do so many people feel overwhelmed right now? And what can investors do about it? How can you separate market signal from media noise when headlines are designed to hijack your attention? Motley Fool Analyst Rachel Warren talks with Fred Marshall,...</itunes:subtitle><itunes:summary><![CDATA[Why do so many people feel overwhelmed right now? And what can investors do about it? How can you separate market signal from media noise when headlines are designed to hijack your attention? Motley Fool Analyst Rachel Warren talks with Fred Marshall, author of Thrive: The Antidote to Future Shock, about staying calm, focused, and effective in a world changing faster than our ability to adapt.   Host: Rachel Warren   Guest: Fred Marshall   Producers: Bart Shannon, Lauren Budabin     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]]></itunes:summary><itunes:duration>1470</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Give Your Family the Gift of an Estate Plan, and Ask the Same of Them</title><link>https://www.spreaker.com/episode/give-your-family-the-gift-of-an-estate-plan-and-ask-the-same-of-them--75706851</link><description><![CDATA[Bad news, Fools: You and everyone you know is going to eventually pass away. And before then, you or the people you love may become physically or mentally incapacitated. But despite these certainties and possibilities, most people don’t have an estate plan, and if they do, it’s often outdated. Robert Brokamp speaks with attorney Jill Mastroianni, the host of the Death Readiness podcast, about how to protect your assets, your family, and yourself with an updated estate plan.Also in this episode:-Interest rates all over the world are rising, and bond prices are falling.-You likely pay your financial advisor more than you pay your doctor. Are you getting your money’s worth?-After more than 25 years, Intel finally exceeded its dot-com peak. It just goes to show: While the overall U.S. stock market usually recovers from a bear market in a few years, individual stocks are a very different story.-One widow knew exactly what to do when her husband died because he created and regularly updated a “Letter From Your Dead Husband” while he was still alive.  Host: Robert Brokamp, CFP®, EAGuest: Jill MastroianniEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">a7a248e0-05d5-11f1-8c9c-9fa6182b899f</guid><pubDate>Sat, 23 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706851/arml3329539910.mp3" length="43491389" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Bad news, Fools: You and everyone you know is going to eventually pass away. And before then, you or the people you love may become physically or mentally incapacitated. But despite these certainties and possibilities, most people don’t have an estate...</itunes:subtitle><itunes:summary><![CDATA[Bad news, Fools: You and everyone you know is going to eventually pass away. And before then, you or the people you love may become physically or mentally incapacitated. But despite these certainties and possibilities, most people don’t have an estate plan, and if they do, it’s often outdated. Robert Brokamp speaks with attorney Jill Mastroianni, the host of the Death Readiness podcast, about how to protect your assets, your family, and yourself with an updated estate plan.Also in this episode:-Interest rates all over the world are rising, and bond prices are falling.-You likely pay your financial advisor more than you pay your doctor. Are you getting your money’s worth?-After more than 25 years, Intel finally exceeded its dot-com peak. It just goes to show: While the overall U.S. stock market usually recovers from a bear market in a few years, individual stocks are a very different story.-One widow knew exactly what to do when her husband died because he created and regularly updated a “Letter From Your Dead Husband” while he was still alive.  Host: Robert Brokamp, CFP®, EAGuest: Jill MastroianniEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1803</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>SpaceX IPO Nears &amp; Retail Makes a Comeback</title><link>https://www.spreaker.com/episode/spacex-ipo-nears-retail-makes-a-comeback--75706964</link><description><![CDATA[We learned how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO. Plus, we discuss positive retail earnings, NVIDIA’s results, and software making a comeback.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - SpaceX S-1  - NVIDIA earnings  - Target and Walmart’s results  - Software’s comeback    Companies discussed: Tesla (TSLA), Target (TGT), Walmart (WMT), NVIDIA (NVDA), Onto Innovation (ONTO), IBM (IBM), Cloudflare (NET), Workday (WDAY).    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]]></description><guid isPermaLink="false">a7860748-05d5-11f1-8c9c-ef8f628ab870</guid><pubDate>Fri, 22 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706964/arml3392484661.mp3" length="57931785" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We learned how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO. Plus, we discuss positive retail earnings, NVIDIA’s results, and software making a comeback.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[We learned how much money SpaceX is (or isn’t) making from rocket launches and AI in anticipation of the company’s upcoming IPO. Plus, we discuss positive retail earnings, NVIDIA’s results, and software making a comeback.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - SpaceX S-1  - NVIDIA earnings  - Target and Walmart’s results  - Software’s comeback    Companies discussed: Tesla (TSLA), Target (TGT), Walmart (WMT), NVIDIA (NVDA), Onto Innovation (ONTO), IBM (IBM), Cloudflare (NET), Workday (WDAY).    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]]></itunes:summary><itunes:duration>2404</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The SpaceX S-1: The Good, The Bad, The Verdict</title><link>https://www.spreaker.com/episode/the-spacex-s-1-the-good-the-bad-the-verdict--75706908</link><description><![CDATA[Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering.  Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Starlink’s profitability- The space launch businesses (sort of) profitability- The unbelievably large market estimates- Is SpaceX actually just an AI company?- Can investors benefit from this corporate structure?- The leap of faith that is the valuation  Companies discussed: SPCX, AMZN, MSFT, META, VOYG,  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">a765dd7e-05d5-11f1-8c9c-fb71640af544</guid><pubDate>Thu, 21 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706908/arml1977661875.mp3" length="36417403" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public...</itunes:subtitle><itunes:summary><![CDATA[Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering.  Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Starlink’s profitability- The space launch businesses (sort of) profitability- The unbelievably large market estimates- Is SpaceX actually just an AI company?- Can investors benefit from this corporate structure?- The leap of faith that is the valuation  Companies discussed: SPCX, AMZN, MSFT, META, VOYG,  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1508</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google Flexes Its AI Muscles</title><link>https://www.spreaker.com/episode/google-flexes-its-ai-muscles--75706850</link><description><![CDATA[Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model, updated search, and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Google I/O- Is this AI for normies?- Downstream impacts for investors.Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth  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]]></description><guid isPermaLink="false">a74a9f0a-05d5-11f1-8c9c-7388a0f40bcc</guid><pubDate>Wed, 20 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706850/arml7034156366.mp3" length="35457566" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model, updated search, and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what...</itunes:subtitle><itunes:summary><![CDATA[Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model, updated search, and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Google I/O- Is this AI for normies?- Downstream impacts for investors.Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi Waterworth  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]]></itunes:summary><itunes:duration>1468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Green Shoots in Home Depot’s Earnings</title><link>https://www.spreaker.com/episode/the-green-shoots-in-home-depot-s-earnings--75706965</link><description><![CDATA[It may not look like much right now, but one small detail in Home Depot’s earnings report that should bode well for the beleaguered home improvement retail. We look at the company’s most recent results, whether the company’s stock looks attractive after a five year malaise, and what other companies in the housing and home improvement indsutryTyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Home Depot’s earnings: The good and the “meh”- Home Depot Stock: value investment or value trap?- Are interest rates really the problem for housing?- Where to invest in the “coiled spring” of home equity- Mailbag: Reinvest dividends or put the money to work elsewhere?- Mailbag: Where to invest in green energy?Companies discussed: HD, LOW, TREX, RKT, TFSL, BN, CSIQ, FSLRHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: 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]]></description><guid isPermaLink="false">a72f9b38-05d5-11f1-8c9c-cff22d9c7abe</guid><pubDate>Tue, 19 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706965/arml2738582049.mp3" length="37390443" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It may not look like much right now, but one small detail in Home Depot’s earnings report that should bode well for the beleaguered home improvement retail. We look at the company’s most recent results, whether the company’s stock looks attractive...</itunes:subtitle><itunes:summary><![CDATA[It may not look like much right now, but one small detail in Home Depot’s earnings report that should bode well for the beleaguered home improvement retail. We look at the company’s most recent results, whether the company’s stock looks attractive after a five year malaise, and what other companies in the housing and home improvement indsutryTyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Home Depot’s earnings: The good and the “meh”- Home Depot Stock: value investment or value trap?- Are interest rates really the problem for housing?- Where to invest in the “coiled spring” of home equity- Mailbag: Reinvest dividends or put the money to work elsewhere?- Mailbag: Where to invest in green energy?Companies discussed: HD, LOW, TREX, RKT, TFSL, BN, CSIQ, FSLRHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: 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]]></itunes:summary><itunes:duration>1549</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The AI Boom Runs Into an Unexpected Headwind</title><link>https://www.spreaker.com/episode/the-ai-boom-runs-into-an-unexpected-headwind--75706939</link><description><![CDATA[The market is buying everything AI related, but that love doesn’t extend to this year’s college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn’t see coming. Plus, we give a peak at retail earnings and the drama in Lululemon’s board room.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - AI’s unexpected local pushback  - Previewing retail earnings  - Lululemon’s drama    Companies discussed: Lululemon (LULU), Nike (NKE), Target (TGT), Walmart (WMT), Home Depot (HG), TJX Companies (TJX).    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]]></description><guid isPermaLink="false">a71406f2-05d5-11f1-8c9c-6fc910208da6</guid><pubDate>Mon, 18 May 2026 21:03:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706939/arml8060428873.mp3" length="30446173" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market is buying everything AI related, but that love doesn’t extend to this year’s college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn’t see coming. Plus, we give a peak at...</itunes:subtitle><itunes:summary><![CDATA[The market is buying everything AI related, but that love doesn’t extend to this year’s college graduates or the localities seeing data centers go up. We discuss the pushback to AI that many in Silicon Valley didn’t see coming. Plus, we give a peak at retail earnings and the drama in Lululemon’s board room.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - AI’s unexpected local pushback  - Previewing retail earnings  - Lululemon’s drama    Companies discussed: Lululemon (LULU), Nike (NKE), Target (TGT), Walmart (WMT), Home Depot (HG), TJX Companies (TJX).    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]]></itunes:summary><itunes:duration>1259</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Power of Thinking Inside the Box</title><link>https://www.spreaker.com/episode/the-power-of-thinking-inside-the-box--75706879</link><description><![CDATA[Why does having too much freedom often lead to business failures? How do strict boundaries drive innovation at companies like Pixar and Apple? How can investors use "satisficing" to make better choices in an overwhelmingly complex market? Motley Fool Chief Investment Officer Andy Cross talks with David Epstein, author of Inside the Box: How Constraints Make Us Bette  Host: Andy Cross  Guest: David Epstein  Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">a6f83602-05d5-11f1-8c9c-2b4cc77892f3</guid><pubDate>Sun, 17 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706879/arml6218409411.mp3" length="37958458" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why does having too much freedom often lead to business failures? How do strict boundaries drive innovation at companies like Pixar and Apple? How can investors use "satisficing" to make better choices in an overwhelmingly complex market? Motley Fool...</itunes:subtitle><itunes:summary><![CDATA[Why does having too much freedom often lead to business failures? How do strict boundaries drive innovation at companies like Pixar and Apple? How can investors use "satisficing" to make better choices in an overwhelmingly complex market? Motley Fool Chief Investment Officer Andy Cross talks with David Epstein, author of Inside the Box: How Constraints Make Us Bette  Host: Andy Cross  Guest: David Epstein  Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1572</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Free Social Security Analysis Tool, and the Yield on the S&amp;P 500 Hits an All-Time Low</title><link>https://www.spreaker.com/episode/a-free-social-security-analysis-tool-and-the-yield-on-the-s-p-500-hits-an-all-time-low--75706930</link><description><![CDATA[he age at which you file for Social Security will be one of the most important retirement-related decisions you’ll make. Robert Brokamp discusses the pros and cons of delaying with CPA and financial planner Mike Piper, the creator of Opensocialsecurity.com, a free tool that helps retirees choose the optimal age to claim benefits.  Also in this episode:-A report from Standard &amp; Poor’s finds that only 1 in 10 mutual funds that performed in top 25% from 2016-2020 remained in the top 25% from 2021-2025-Home price growth has begun lagging inflation, and many cities are still below their 2022 highs-The dividend yield on the S&amp;P 500 hits an all-time low, falling below the previous low reached at the height of the dot-come bubble-With the end of the school year near, your kids or grandkids are one year closer to college – now is a good time to evaluate your 529 plan and whether you’re saving enough  Host: Robert Brokamp, CFP®, EAGuest: Mike Piper, CFA, PFSEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">a62764fa-05d5-11f1-8c9c-cbc13b8e94cf</guid><pubDate>Sat, 16 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706930/arml8686757469.mp3" length="40057506" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>he age at which you file for Social Security will be one of the most important retirement-related decisions you’ll make. Robert Brokamp discusses the pros and cons of delaying with CPA and financial planner Mike Piper, the creator of...</itunes:subtitle><itunes:summary><![CDATA[he age at which you file for Social Security will be one of the most important retirement-related decisions you’ll make. Robert Brokamp discusses the pros and cons of delaying with CPA and financial planner Mike Piper, the creator of Opensocialsecurity.com, a free tool that helps retirees choose the optimal age to claim benefits.  Also in this episode:-A report from Standard &amp; Poor’s finds that only 1 in 10 mutual funds that performed in top 25% from 2016-2020 remained in the top 25% from 2021-2025-Home price growth has begun lagging inflation, and many cities are still below their 2022 highs-The dividend yield on the S&amp;P 500 hits an all-time low, falling below the previous low reached at the height of the dot-come bubble-With the end of the school year near, your kids or grandkids are one year closer to college – now is a good time to evaluate your 529 plan and whether you’re saving enough  Host: Robert Brokamp, CFP®, EAGuest: Mike Piper, CFA, PFSEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1660</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Our Pulse On the Stock Market Today</title><link>https://www.spreaker.com/episode/our-pulse-on-the-stock-market-today--75706858</link><description><![CDATA[A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally.    Travis Hoium, Jason Moser, and Lou Whiteman discuss:  - What worked (and what didn’t work) this earnings season  - What’s wrong with restaurant and apparel stocks?   - Should inflation talk worry investors?   - Plus, the stocks on our radar    Companies discussed:.  CBRS, NKE, CHRW, SBUX, DRI, CAVA, DECK, ONON, ISRG, GEH    Host: Travis Hoium  Guests: Jason Moser, Lou Whiteman  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]]></description><guid isPermaLink="false">a643a200-05d5-11f1-8c9c-a70b3c0d9730</guid><pubDate>Fri, 15 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706858/arml7799489527.mp3" length="58611819" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally.    Travis Hoium, Jason Moser, and Lou Whiteman discuss:  - What worked (and what didn’t...</itunes:subtitle><itunes:summary><![CDATA[A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally.    Travis Hoium, Jason Moser, and Lou Whiteman discuss:  - What worked (and what didn’t work) this earnings season  - What’s wrong with restaurant and apparel stocks?   - Should inflation talk worry investors?   - Plus, the stocks on our radar    Companies discussed:.  CBRS, NKE, CHRW, SBUX, DRI, CAVA, DECK, ONON, ISRG, GEH    Host: Travis Hoium  Guests: Jason Moser, Lou Whiteman  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]]></itunes:summary><itunes:duration>2433</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Is Supplying Blowout Earnings…Again</title><link>https://www.spreaker.com/episode/ai-is-supplying-blowout-earnings-again--75706867</link><description><![CDATA[If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s Optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Cisco’s blowout earnings  - What to do when a cyclical company has a new catalyst  - Lumentem’s even more impressive earnings  - Can a company with such a high valuation be worth it?  - Mailbag: What are some non-AI stock ideas for portfolio diversification.    Companies discussed: CSCO, NVDA, META, LITE, ANET, CWST, DECK, TREX, BRK.B, DIS    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">a65fe83e-05d5-11f1-8c9c-6f39f9f1a933</guid><pubDate>Thu, 14 May 2026 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706867/arml8732584278.mp3" length="41356718" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and...</itunes:subtitle><itunes:summary><![CDATA[If you’re making a list of the companies delivering better-than-expected earnings results this quarter, then add Cisco and Lumentum to the list. Spending on data centers and other AI infrastructure is leading both companies to soaring heights, and their valuations reflect Wall Street’s Optimism. Tyler, Matt, and Jon break down the most recent earnings results from these two AI equipment suppliers and whether they look like solid investments today.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Cisco’s blowout earnings  - What to do when a cyclical company has a new catalyst  - Lumentem’s even more impressive earnings  - Can a company with such a high valuation be worth it?  - Mailbag: What are some non-AI stock ideas for portfolio diversification.    Companies discussed: CSCO, NVDA, META, LITE, ANET, CWST, DECK, TREX, BRK.B, DIS    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1714</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Market Just Got a Huge Warning Sign</title><link>https://www.spreaker.com/episode/the-market-just-got-a-huge-warning-sign--75706947</link><description><![CDATA[Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today.    Travis Hoium, Tyler Crowe, and Lou Whiteman discuss:    - Consumer price index (CPI) surge  - Producer price index (PPI) surge  - What higher inflation means for the market    Companies discussed: Costco (COST), Walmart (WMT), Target (TGT).    Host: Travis Hoium  Guests: Tyler Crowe, and Lou Whiteman  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]]></description><guid isPermaLink="false">a67f841e-05d5-11f1-8c9c-877caf991c41</guid><pubDate>Wed, 13 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706947/arml1269509060.mp3" length="30971323" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today.    Travis Hoium, Tyler Crowe,...</itunes:subtitle><itunes:summary><![CDATA[Costs are going up for consumers and producers, which may not be a trend that stops anytime soon. We discuss what’s driving the increases and how it may eventually cause some shocks in a highly valued stock market today.    Travis Hoium, Tyler Crowe, and Lou Whiteman discuss:    - Consumer price index (CPI) surge  - Producer price index (PPI) surge  - What higher inflation means for the market    Companies discussed: Costco (COST), Walmart (WMT), Target (TGT).    Host: Travis Hoium  Guests: Tyler Crowe, and Lou Whiteman  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]]></itunes:summary><itunes:duration>1281</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Move Over, Magnificent 7, There’s a New Stock Basket in Town</title><link>https://www.spreaker.com/episode/move-over-magnificent-7-there-s-a-new-stock-basket-in-town--75706896</link><description><![CDATA[One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions.    Tyler Crowe, Matt Frankel, and Travis Hoium discuss:  - Who’s part of the “AI 11”  - What’s better for investing in trends: single stocks or the basket approach?  - The frothy valuations among the AI 11  - ON Holdings, Under Armour, and Addidas earnings.  - What to watch in the athletic apparel industry  - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets?    Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT    Host: Tyler Crowe  Guests: Matt Frankel, Travis Hoium  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]]></description><guid isPermaLink="false">a69d8748-05d5-11f1-8c9c-03fff5a961aa</guid><pubDate>Tue, 12 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706896/arml9463422617.mp3" length="39168243" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 basket, whether its better to invest in baskets or...</itunes:subtitle><itunes:summary><![CDATA[One of Wall Street’s favorite hobbies is coming up with catchy nicknames for a group of stocks. Thanks to AI, we have a new one: The “AI 11”. Tyler, Matt, and Travis break down what’s in the AI 11 basket, whether its better to invest in baskets or individual companies, the AI Bubble, the state of athletic wear, and listener questions.    Tyler Crowe, Matt Frankel, and Travis Hoium discuss:  - Who’s part of the “AI 11”  - What’s better for investing in trends: single stocks or the basket approach?  - The frothy valuations among the AI 11  - ON Holdings, Under Armour, and Addidas earnings.  - What to watch in the athletic apparel industry  - Mailbag: What to make of DKNG and FLUT with the threat of prediction markets?    Companies discussed: SNDK, INTC, WDC, MU, SSLNF, AMD, MRVL, ASML, TSM, AVGO, MSFT, NVDA, AMZN, META, GOOG, NFLX, DELL, CSCO, ONON, NKE, DECK, ADDDF, LULU, UA, DKNG, FLUT, MGM, DIS, SPOT    Host: Tyler Crowe  Guests: Matt Frankel, Travis Hoium  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]]></itunes:summary><itunes:duration>1623</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Should Investors Do With the New Wave of IPOs?</title><link>https://www.spreaker.com/episode/what-should-investors-do-with-the-new-wave-of-ipos--75706941</link><description><![CDATA[Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the new exciting opportunities.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Monday.com’s financial results for the first quarter of 2026  -The upcoming Cerebras IPO  -Mailbag: Trim my winners to raise cash or deploy new cash?    Companies discussed: Monday.com (MNDY), Cerebras, Nvidia (NVDA), OpenAI, Figma (FIG)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">a6bcce3c-05d5-11f1-8c9c-3f75d306164b</guid><pubDate>Mon, 11 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706941/arml8904972737.mp3" length="33505649" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the...</itunes:subtitle><itunes:summary><![CDATA[Fool contributors Jon, Matt, and Rachel discuss a surprisingly good quarter for an enterprise software company before pivoting to a conversation on hot, upcoming IPOs and how investors should be thinking about managing their portfolios in light of the new exciting opportunities.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Monday.com’s financial results for the first quarter of 2026  -The upcoming Cerebras IPO  -Mailbag: Trim my winners to raise cash or deploy new cash?    Companies discussed: Monday.com (MNDY), Cerebras, Nvidia (NVDA), OpenAI, Figma (FIG)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1387</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Get Rich in American History</title><link>https://www.spreaker.com/episode/how-to-get-rich-in-american-history--75706954</link><description><![CDATA[What 300-year-old investing principles still apply today? What can Teddy Roosevelt’s cattle farm disaster teach us about modern stock picking? And could you really buy real estate on the moon? In this episode, historian, investor, and author Dr. Joseph S. Moore joins the show to discuss his new book, How to Get Rich in American History.     Host: Rich Lumulleau   Guest: Joseph Moore   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">a6da1d98-05d5-11f1-8c9c-4f54abc4c0e3</guid><pubDate>Sun, 10 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706954/arml7431698121.mp3" length="40278080" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What 300-year-old investing principles still apply today? What can Teddy Roosevelt’s cattle farm disaster teach us about modern stock picking? And could you really buy real estate on the moon? In this episode, historian, investor, and author Dr....</itunes:subtitle><itunes:summary><![CDATA[What 300-year-old investing principles still apply today? What can Teddy Roosevelt’s cattle farm disaster teach us about modern stock picking? And could you really buy real estate on the moon? In this episode, historian, investor, and author Dr. Joseph S. Moore joins the show to discuss his new book, How to Get Rich in American History.     Host: Rich Lumulleau   Guest: Joseph Moore   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1669</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Maximizing Your 401(k), and Is Retirement Bad for Your Brain?</title><link>https://www.spreaker.com/episode/maximizing-your-401-k-and-is-retirement-bad-for-your-brain--75706910</link><description><![CDATA[If you’re like most working Americans, your No. 1 strategy for accumulating enough money to retire is by contributing to a defined-contribution plan such as a 401(k), 403(b), or the federal Thrift Savings Plan. Consequently, when you retire will depend largely on how well you manage your account. Robert Brokamp provides 11 tips for making the most of your employer-sponsored retirement plan.  Also in this episode:-The S&amp;P 500 is near all-time highs, but small caps and international stocks are doing even better so far in 2026.-A new study finds that retiring before 65 may accelerate cognitive decline.-The U.S. government’s debt-to-GDP ratio is now over 100%, nearing the all-time high set after the end of World War II.  Host: Robert BrokampEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">a60adfba-05d5-11f1-8c9c-2f92ae507429</guid><pubDate>Sat, 09 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706910/arml6381619383.mp3" length="27768236" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you’re like most working Americans, your No. 1 strategy for accumulating enough money to retire is by contributing to a defined-contribution plan such as a 401(k), 403(b), or the federal Thrift Savings Plan. Consequently, when you retire will...</itunes:subtitle><itunes:summary><![CDATA[If you’re like most working Americans, your No. 1 strategy for accumulating enough money to retire is by contributing to a defined-contribution plan such as a 401(k), 403(b), or the federal Thrift Savings Plan. Consequently, when you retire will depend largely on how well you manage your account. Robert Brokamp provides 11 tips for making the most of your employer-sponsored retirement plan.  Also in this episode:-The S&amp;P 500 is near all-time highs, but small caps and international stocks are doing even better so far in 2026.-A new study finds that retiring before 65 may accelerate cognitive decline.-The U.S. government’s debt-to-GDP ratio is now over 100%, nearing the all-time high set after the end of World War II.  Host: Robert BrokampEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1148</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon Musk, Chip Giant?</title><link>https://www.spreaker.com/episode/elon-musk-chip-giant--75706873</link><description><![CDATA[Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS stocks, and what technologies have staying power for the next decade.    Travis Hoium, Dan Caplinger, and Tim Beyers discuss:    - Musk’s chip dreams  - SaaS recovery  - What technologies will survive the next decade?  - Stocks on our radar    Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA).    Host: Travis Hoium  Guests: Dan Caplinger, Tim Beyers  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]]></description><guid isPermaLink="false">a5ed957c-05d5-11f1-8c9c-d3ef228cd850</guid><pubDate>Fri, 08 May 2026 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706873/arml2589179694.mp3" length="58976412" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS stocks, and what...</itunes:subtitle><itunes:summary><![CDATA[Elon Musk’s EV and rocket empire may be expanding into chips if recent plans to spend up to $119 billion in new chip fab facilities become reality. We discuss the implications for the industry and Musk’s companies, plus update on SaaS stocks, and what technologies have staying power for the next decade.    Travis Hoium, Dan Caplinger, and Tim Beyers discuss:    - Musk’s chip dreams  - SaaS recovery  - What technologies will survive the next decade?  - Stocks on our radar    Companies discussed: Tesla (TSLA), DataDog (DDOG), Sportsradar (SRAD), MercadoLibre (MELI), DigitalOcean (DOCN), Taiwan Semiconductor (TSM), Intel (INTC), AMD (AMD), NVIDIA (NVDA).    Host: Travis Hoium  Guests: Dan Caplinger, Tim Beyers  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]]></itunes:summary><itunes:duration>2448</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>1 Chip Stock Making Bold Plans</title><link>https://www.spreaker.com/episode/1-chip-stock-making-bold-plans--75706911</link><description><![CDATA[It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they’ve seen enough demand that they are getting into the manufacturing business themselves. On today’s show, we break down ARMs decision to add production capacity, how it compared to AMD’s results, Doordash’s peculiar earnings, and we dig into the mailbag.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - ARM Holdings and Advanced Micro Devices blowout earnings  - ARM’s ambitious new goal to build its own chips  - The bottlenecks to bringing on new chip capacity  - Doordash’s earnings missing guidance  - Mailbag: Why do Starbucks and Dominoes have negative shareholder equity?  - Mailbag: How will the SaaSpocalypse affect CRM and WIX?    Companies discussed: AMD, ARM, NVDA, GOOG, META, ASML, LCRX, KLAC, DASH, SBUX, DPZ, CRM, WIX    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">a5cd9e20-05d5-11f1-8c9c-93703aa35b9f</guid><pubDate>Thu, 07 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706911/arml9038643347.mp3" length="41862660" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they’ve seen enough demand that they are getting into the manufacturing business themselves. On today’s show, we break down ARMs...</itunes:subtitle><itunes:summary><![CDATA[It takes a lot of careful thought and planning to add more semiconductor manufacturing capacity. ARM Holdings has said they’ve seen enough demand that they are getting into the manufacturing business themselves. On today’s show, we break down ARMs decision to add production capacity, how it compared to AMD’s results, Doordash’s peculiar earnings, and we dig into the mailbag.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - ARM Holdings and Advanced Micro Devices blowout earnings  - ARM’s ambitious new goal to build its own chips  - The bottlenecks to bringing on new chip capacity  - Doordash’s earnings missing guidance  - Mailbag: Why do Starbucks and Dominoes have negative shareholder equity?  - Mailbag: How will the SaaSpocalypse affect CRM and WIX?    Companies discussed: AMD, ARM, NVDA, GOOG, META, ASML, LCRX, KLAC, DASH, SBUX, DPZ, CRM, WIX    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1735</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can Uber Make an “Everything” App?</title><link>https://www.spreaker.com/episode/can-uber-make-an-everything-app--75706948</link><description><![CDATA[Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today.     Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Uber’s Q1 2026 results  - Can Uber make an “everything” app?  - Disney’s momentum and challenges  - Novo Nordisk’s GLP-1 conundrum    Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO).    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]]></description><guid isPermaLink="false">a5afccb0-05d5-11f1-8c9c-8be1dc2c39e6</guid><pubDate>Wed, 06 May 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706948/arml5830106500.mp3" length="31961570" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get...</itunes:subtitle><itunes:summary><![CDATA[Uber has been in the middle of the autonomy debate and recently added hotels to the mix, so we’re wondering if they can be the “everything” app built around transportation? First quarter results indicated they have the momentum to do it. We also get to results from Disney and Novo Nordisk, which had investors cheering today.     Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Uber’s Q1 2026 results  - Can Uber make an “everything” app?  - Disney’s momentum and challenges  - Novo Nordisk’s GLP-1 conundrum    Companies discussed: Uber (UBER), Expedia (EXPE), Disney (DIS), Novo Nordisk (NOVO).    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]]></itunes:summary><itunes:duration>1322</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Shopify Retreats, Amazon Attacks</title><link>https://www.spreaker.com/episode/shopify-retreats-amazon-attacks--75706951</link><description><![CDATA[Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. We take a look at how investors should feel about the company's long-term prospects. Plus, Amazon's move into logistics caused several shipping stocks to plunge. We look at what Amazon is up to and why it is entering a new market while spending billions on data centers.   Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Shopify’s Underwhelming Quarter- Amazon Plans Logistics Push- When to sell your winnersCompanies discussed: SHOP, AMZN, UPS, FDX, GXO, STRL, AXONHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi WaterworthAdvertisements 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]]></description><guid isPermaLink="false">a58e6f34-05d5-11f1-8c9c-73224a10eb72</guid><pubDate>Wed, 06 May 2026 00:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706951/arml6487116666.mp3" length="34168846" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. We take a look at how investors should feel about the company's long-term prospects. Plus, Amazon's move into logistics caused several shipping stocks to plunge....</itunes:subtitle><itunes:summary><![CDATA[Shopify delivered a strong earnings report, but investors were underwhelmed by guidance. We take a look at how investors should feel about the company's long-term prospects. Plus, Amazon's move into logistics caused several shipping stocks to plunge. We look at what Amazon is up to and why it is entering a new market while spending billions on data centers.   Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:- Shopify’s Underwhelming Quarter- Amazon Plans Logistics Push- When to sell your winnersCompanies discussed: SHOP, AMZN, UPS, FDX, GXO, STRL, AXONHost: Tyler CroweGuests: Matt Frankel, Lou WhitemanEngineer: Kristi WaterworthAdvertisements 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]]></itunes:summary><itunes:duration>1414</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Forget Earnings Season. It’s Takeover Season.</title><link>https://www.spreaker.com/episode/forget-earnings-season-it-s-takeover-season--75706818</link><description><![CDATA[A bevy of acquisition chatter has the Motley Fool Hidden Gems Investing team digging down into what can make or break a deal. The team discusses GameStop’s proposal to buy eBay for $56 billion, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.Jon Quast, Rachel Warren, and Travis Hoium discuss:-GameStop’s $100 billion market cap ambition-The potential acquisition of eBay-Anthropic’s rumored interest in Atlassian-Other software companies that may be attractive targets-Hidden gem lessons from Berkshire HathawayCompanies discussed: GameStop (GME), eBay (EBAY), Atlassian (TEAM), Berkshire Hathaway (BRK.A)(BRK.B), United Rentals (URI)Host: Jon QuastGuests: Travis Hoium, Rachel WarrenEngineer: Kristi WaterworthAdvertisements 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]]></description><guid isPermaLink="false">a5698f34-05d5-11f1-8c9c-d7d123398596</guid><pubDate>Tue, 05 May 2026 02:28:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706818/arml6827407373.mp3" length="33656945" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A bevy of acquisition chatter has the Motley Fool Hidden Gems Investing team digging down into what can make or break a deal. The team discusses GameStop’s proposal to buy eBay for $56 billion, a rumor regarding interest from Anthropic to buy...</itunes:subtitle><itunes:summary><![CDATA[A bevy of acquisition chatter has the Motley Fool Hidden Gems Investing team digging down into what can make or break a deal. The team discusses GameStop’s proposal to buy eBay for $56 billion, a rumor regarding interest from Anthropic to buy Atlassian, and lessons from a great acquirer in Berkshire Hathaway.Jon Quast, Rachel Warren, and Travis Hoium discuss:-GameStop’s $100 billion market cap ambition-The potential acquisition of eBay-Anthropic’s rumored interest in Atlassian-Other software companies that may be attractive targets-Hidden gem lessons from Berkshire HathawayCompanies discussed: GameStop (GME), eBay (EBAY), Atlassian (TEAM), Berkshire Hathaway (BRK.A)(BRK.B), United Rentals (URI)Host: Jon QuastGuests: Travis Hoium, Rachel WarrenEngineer: Kristi WaterworthAdvertisements 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]]></itunes:summary><itunes:duration>1393</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia’s Next Big Market</title><link>https://www.spreaker.com/episode/nvidia-s-next-big-market--75706953</link><description><![CDATA[Where are we in the Nvidia story today? Is there an AI bubble? What’s Nvidia’s next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip.   Host: Andy Cross  Guest: Stephen Witt   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">a5497b5e-05d5-11f1-8c9c-a36344778cd6</guid><pubDate>Sun, 03 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706953/arml7380813755.mp3" length="28636252" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Where are we in the Nvidia story today? Is there an AI bubble? What’s Nvidia’s next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted...</itunes:subtitle><itunes:summary><![CDATA[Where are we in the Nvidia story today? Is there an AI bubble? What’s Nvidia’s next big market? Motley Fool Chief Investment Officer Andy Cross talks with Stephen Witt, author of The Thinking Machine: Jensen Huang, Nvidia and the World's Most Coveted Microchip.   Host: Andy Cross  Guest: Stephen Witt   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1184</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Analyze Funds, and You May Retire Sooner Than Planned</title><link>https://www.spreaker.com/episode/how-to-analyze-funds-and-you-may-retire-sooner-than-planned--75706942</link><description><![CDATA[According to the Investment Company Institute, more than 120 million individuals in the U.S. own some type of fund. After all, they may not have a choice; the most common way Americans save for retirement is through an employer plan such as a 401(k), and in most of those plans, the only investment choices are a menu of funds. Robert Brokamp and Amanda Kish discuss the factors to consider when evaluating mutual funds and ETFs.  Also in this episode:-Interest rates are rising, bond prices are falling, and the Fed is staying put… as is Jerome Powell.-Approximately a third of car buyers who traded in a vehicle had negative equity, and auto loan default rates are at their highest level since 2010.-Almost half of retirees stop working sooner than expected, mostly not by choice, so factor a shorter career into your retirement calculations.-We’re already a third through 2026, so revisit those New Year’s resolutions from January by getting caught up with our “Year Well Planned” challenge.  Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFA, CFP®Engineer: Bart Shannon    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]]></description><guid isPermaLink="false">a52a1944-05d5-11f1-8c9c-2761242ae36f</guid><pubDate>Sat, 02 May 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706942/arml1838307871.mp3" length="36585532" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>According to the Investment Company Institute, more than 120 million individuals in the U.S. own some type of fund. After all, they may not have a choice; the most common way Americans save for retirement is through an employer plan such as a 401(k),...</itunes:subtitle><itunes:summary><![CDATA[According to the Investment Company Institute, more than 120 million individuals in the U.S. own some type of fund. After all, they may not have a choice; the most common way Americans save for retirement is through an employer plan such as a 401(k), and in most of those plans, the only investment choices are a menu of funds. Robert Brokamp and Amanda Kish discuss the factors to consider when evaluating mutual funds and ETFs.  Also in this episode:-Interest rates are rising, bond prices are falling, and the Fed is staying put… as is Jerome Powell.-Approximately a third of car buyers who traded in a vehicle had negative equity, and auto loan default rates are at their highest level since 2010.-Almost half of retirees stop working sooner than expected, mostly not by choice, so factor a shorter career into your retirement calculations.-We’re already a third through 2026, so revisit those New Year’s resolutions from January by getting caught up with our “Year Well Planned” challenge.  Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFA, CFP®Engineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1515</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Hyperscalers Are Going Into Hyperdrive</title><link>https://www.spreaker.com/episode/hyperscalers-are-going-into-hyperdrive--75706909</link><description><![CDATA[Big tech earnings have shown that artificial intelligence has become a massive growth business for the biggest companies in the world. And it better be because they’re spending nearly $1 trillion per year on the technology, but will it pay off?    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Big tech’s AI growth  - Is the economy healthy or hanging on by a thread?  - Market predictions  - Stocks on our radar    Companies discussed: Textron (TXT), Circle (CRCL), Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Microsoft (MSFT), Meta Platforms (META).    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]]></description><guid isPermaLink="false">a5072d30-05d5-11f1-8c9c-eb868bcbb5db</guid><pubDate>Fri, 01 May 2026 20:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706909/arml2473595483.mp3" length="58622046" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big tech earnings have shown that artificial intelligence has become a massive growth business for the biggest companies in the world. And it better be because they’re spending nearly $1 trillion per year on the technology, but will it pay off?...</itunes:subtitle><itunes:summary><![CDATA[Big tech earnings have shown that artificial intelligence has become a massive growth business for the biggest companies in the world. And it better be because they’re spending nearly $1 trillion per year on the technology, but will it pay off?    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Big tech’s AI growth  - Is the economy healthy or hanging on by a thread?  - Market predictions  - Stocks on our radar    Companies discussed: Textron (TXT), Circle (CRCL), Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Microsoft (MSFT), Meta Platforms (META).    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]]></itunes:summary><itunes:duration>2433</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mag 7, Markets, and Mailbag with CEO Tom Gardner</title><link>https://www.spreaker.com/episode/mag-7-markets-and-mailbag-with-ceo-tom-gardner--75706983</link><description><![CDATA[Motley fool co-founder and CEO Tom Gardner stopped by today on the podcast. There, he and the team browke down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60 year low, and answering a guest question about the new competition for NVIDIA chips.    Tom, Tyler, and Jon discuss:  - The markets reaction to Alphabet, Microsoft, Amazon, and Meta’s earnings report  - What matters most about AI infrastructure spending  - Rising costs for the hyperscalers: fear or opportunity?  - Making sense of the lowest consumer sentiment readings of all time  - What works when everyone is miserable  - NVIDIA’s customers are building their own chips: Is this a problem    Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), Micron Technologies (MU), NVIDIA (NVDA), Walmart (WMT), Target (TGT) Kroger (KR), Dell Technologies (DELL)    Host: Tyler Crowe  Guests: Tom Gardner, 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]]></description><guid isPermaLink="false">9261b1d2-05d5-11f1-ae17-83cb3cb81cd2</guid><pubDate>Thu, 30 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706983/arml1099893470.mp3" length="45931673" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley fool co-founder and CEO Tom Gardner stopped by today on the podcast. There, he and the team browke down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60 year low, and...</itunes:subtitle><itunes:summary><![CDATA[Motley fool co-founder and CEO Tom Gardner stopped by today on the podcast. There, he and the team browke down the changing dynamics behind earnings from four of the Magnificent 7 companies, what to make of consumer sentiment at a 60 year low, and answering a guest question about the new competition for NVIDIA chips.    Tom, Tyler, and Jon discuss:  - The markets reaction to Alphabet, Microsoft, Amazon, and Meta’s earnings report  - What matters most about AI infrastructure spending  - Rising costs for the hyperscalers: fear or opportunity?  - Making sense of the lowest consumer sentiment readings of all time  - What works when everyone is miserable  - NVIDIA’s customers are building their own chips: Is this a problem    Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Microsoft (MSFT), Micron Technologies (MU), NVIDIA (NVDA), Walmart (WMT), Target (TGT) Kroger (KR), Dell Technologies (DELL)    Host: Tyler Crowe  Guests: Tom Gardner, 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]]></itunes:summary><itunes:duration>1904</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Earnings Season Hits Overdrive</title><link>https://www.spreaker.com/episode/earnings-season-hits-overdrive--75706865</link><description><![CDATA[The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we covered Bloom Energy’s rise and whether there’s risk in energy today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Spotify and streaming prices and ads- Robinhood and SoFi drop- Bloom Energy and the AI energy bubbleCompanies discussed: Spotify (SPOT), Netflix (NFLX), Robinhood (HOOD), SoFi (SOFI), Bloom Energy (BE).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Dan Boyd, Kristi WaterworthAdvertisements 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]]></description><guid isPermaLink="false">924319fc-05d5-11f1-ae17-93eb45865c17</guid><pubDate>Wed, 29 Apr 2026 20:47:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706865/arml8991052706.mp3" length="27193949" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we covered Bloom Energy’s rise and whether there’s risk in...</itunes:subtitle><itunes:summary><![CDATA[The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we covered Bloom Energy’s rise and whether there’s risk in energy today.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Spotify and streaming prices and ads- Robinhood and SoFi drop- Bloom Energy and the AI energy bubbleCompanies discussed: Spotify (SPOT), Netflix (NFLX), Robinhood (HOOD), SoFi (SOFI), Bloom Energy (BE).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Dan Boyd, Kristi WaterworthAdvertisements 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]]></itunes:summary><itunes:duration>1124</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI Misses Expectations - Should Tech Investors Worry?</title><link>https://www.spreaker.com/episode/openai-misses-expectations-should-tech-investors-worry--75706940</link><description><![CDATA[OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - OpenAI's disappointing growth and what it means for tech investors  - Whether OpenAI and its rivals will be able to scale to profitability anytime soon  - General Motors' latest earnings and why Matt is such a big believer  - Whether investors should take the time to vote their shares    Companies discussed: ORCL, CRWV, GM, F, GOOGL, GOOG    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  Engineers: Kristi Waterworth, 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]]></description><guid isPermaLink="false">92264fca-05d5-11f1-ae17-e3b74219609f</guid><pubDate>Tue, 28 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706940/arml7628651034.mp3" length="30907774" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more.    Tyler Crowe,...</itunes:subtitle><itunes:summary><![CDATA[OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team discuss the OpenAI news and much more.    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - OpenAI's disappointing growth and what it means for tech investors  - Whether OpenAI and its rivals will be able to scale to profitability anytime soon  - General Motors' latest earnings and why Matt is such a big believer  - Whether investors should take the time to vote their shares    Companies discussed: ORCL, CRWV, GM, F, GOOGL, GOOG    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  Engineers: Kristi Waterworth, 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]]></itunes:summary><itunes:duration>1278</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A New Chapter in AI’s Most Powerful Partnership</title><link>https://www.spreaker.com/episode/a-new-chapter-in-ai-s-most-powerful-partnership--75706968</link><description><![CDATA[Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Financial results from Domino’s Pizza and what it tells us about the economy  -Microsoft and OpenAI modify the terms of their partnership  -Qualcomm gets a boost from reported plans for an AI-native phone  -Mailbag: Why is the stock price not matching the business results?    Companies discussed: Domino’s Pizza (DPZ), OpenAI, Microsoft (MSFT), Qualcomm (QCOM), Nike (NKE), Unity (U)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">9205ff72-05d5-11f1-ae17-97ded7f3aeeb</guid><pubDate>Mon, 27 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706968/arml4043680085.mp3" length="38804097" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Financial results from Domino’s Pizza and what it tells us about the economy  -Microsoft and OpenAI modify the terms of their partnership  -Qualcomm gets a boost from reported plans for an...</itunes:subtitle><itunes:summary><![CDATA[Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Financial results from Domino’s Pizza and what it tells us about the economy  -Microsoft and OpenAI modify the terms of their partnership  -Qualcomm gets a boost from reported plans for an AI-native phone  -Mailbag: Why is the stock price not matching the business results?    Companies discussed: Domino’s Pizza (DPZ), OpenAI, Microsoft (MSFT), Qualcomm (QCOM), Nike (NKE), Unity (U)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1608</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Morgan Housel on History, AI, and the Future of Investing</title><link>https://www.spreaker.com/episode/morgan-housel-on-history-ai-and-the-future-of-investing--75706881</link><description><![CDATA[Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy Brian Richards sat down with Morgan for a conversation about how the AI boom is intersecting with human psychology and investing.     Host: Brian Richards  Guest: Morgan Housel   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">91e59a2a-05d5-11f1-ae17-93e31c36e8ee</guid><pubDate>Sun, 26 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706881/arml1151399598.mp3" length="32817551" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy Brian Richards sat down with Morgan for a...</itunes:subtitle><itunes:summary><![CDATA[Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy Brian Richards sat down with Morgan for a conversation about how the AI boom is intersecting with human psychology and investing.     Host: Brian Richards  Guest: Morgan Housel   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1360</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances</title><link>https://www.spreaker.com/episode/a-guide-to-the-backdoor-roth-ira-and-heirs-squandering-inheritances--75706871</link><description><![CDATA[People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much money, you can’t contribute directly to a Roth IRA. But you may still have an option. Host Robert Brokamp lays out the five steps to contributing to a backdoor Roth IRA, and highlights a landmine to avoid.  Also in this episode:-The stock market posted one of its best 10-day returns – what does history say happens next?-A new study finds that heirs spend inheritances remarkably quickly. What are ways to leave an inheritance that won’t be squandered?-The input costs for food companies almost doubled in March, and prices may rise even more over the next three to six months.-Happy 50th birthday to Vanguard’s S&amp;P 500 index fund, the first index fund available to individual investors.  Host: Robert BrokampEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">91c795b6-05d5-11f1-ae17-e7cfad2101cb</guid><pubDate>Sat, 25 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706871/arml5616151861.mp3" length="22754916" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much money, you can’t contribute directly to a Roth IRA. But...</itunes:subtitle><itunes:summary><![CDATA[People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much money, you can’t contribute directly to a Roth IRA. But you may still have an option. Host Robert Brokamp lays out the five steps to contributing to a backdoor Roth IRA, and highlights a landmine to avoid.  Also in this episode:-The stock market posted one of its best 10-day returns – what does history say happens next?-A new study finds that heirs spend inheritances remarkably quickly. What are ways to leave an inheritance that won’t be squandered?-The input costs for food companies almost doubled in March, and prices may rise even more over the next three to six months.-Happy 50th birthday to Vanguard’s S&amp;P 500 index fund, the first index fund available to individual investors.  Host: Robert BrokampEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>940</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Jobs/Cook Era at Apple, Intel &amp; AI, and Another SaaSpocalype</title><link>https://www.spreaker.com/episode/the-jobs-cook-era-at-apple-intel-ai-and-another-saaspocalype--75706903</link><description><![CDATA[AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse.    Travis Hoium, Lou Whitemand, and Jason Moser discuss:    - The Jobs/Cook era at Apple  - Intel &amp; AI  - SaaSpocalype 3.0  - Value or falling knife stocks    Companies discussed: Adobe (ADBE), Salesforce (CRM), Palantir (PLTR), The Trade Desk (TTD), Apple (AAPL), Servicenow (NOW), Southwest Airlines (LUV), Alphabet (GOOG).    Host: Travis Hoium  Guests: Lou Whitemand, Jason Moser  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]]></description><guid isPermaLink="false">91a929aa-05d5-11f1-ae17-cf0be8479c4f</guid><pubDate>Fri, 24 Apr 2026 20:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706903/arml3031812369.mp3" length="59300446" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another...</itunes:subtitle><itunes:summary><![CDATA[AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to the Jobs/Cook run at Apple, and another SaaSpocalypse.    Travis Hoium, Lou Whitemand, and Jason Moser discuss:    - The Jobs/Cook era at Apple  - Intel &amp; AI  - SaaSpocalype 3.0  - Value or falling knife stocks    Companies discussed: Adobe (ADBE), Salesforce (CRM), Palantir (PLTR), The Trade Desk (TTD), Apple (AAPL), Servicenow (NOW), Southwest Airlines (LUV), Alphabet (GOOG).    Host: Travis Hoium  Guests: Lou Whitemand, Jason Moser  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]]></itunes:summary><itunes:duration>2463</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Earnings Season Ramps Up -- And We've Seen Some Surprises</title><link>https://www.spreaker.com/episode/earnings-season-ramps-up-and-we-ve-seen-some-surprises--75706981</link><description><![CDATA[Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points investors need to know.Tyler Crowe, Matt Frankel, and Jon Quast discuss:     The biggest surprises from Tesla's earnings report and call.    Earnings from IBM, Texas Instruments, and GE Vernova.    Why Progressive is down by more than 20% from the highs.   Companies discussed: TSLA, IBM, TXN, GEV, PGRHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">9188b1b6-05d5-11f1-ae17-7f94390899a1</guid><pubDate>Thu, 23 Apr 2026 20:16:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706981/arml7545039034.mp3" length="35290643" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points...</itunes:subtitle><itunes:summary><![CDATA[Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, the team breaks down some of the key points investors need to know.Tyler Crowe, Matt Frankel, and Jon Quast discuss:     The biggest surprises from Tesla's earnings report and call.    Earnings from IBM, Texas Instruments, and GE Vernova.    Why Progressive is down by more than 20% from the highs.   Companies discussed: TSLA, IBM, TXN, GEV, PGRHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1463</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>SpaceX Goes on $60 Billion AI Buying Spree</title><link>https://www.spreaker.com/episode/spacex-goes-on-60-billion-ai-buying-spree--75706872</link><description><![CDATA[SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - SpaceX agrees to buy Cursor  - Amazon gets into GLP-1s  - Meta’s AI spyware    Companies discussed: Amazon (AMZN), Hims &amp; Hers (HIMS), Meta Platforms (META), Alphabet (GOOG, GOOGL).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Bart Shannon    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]]></description><guid isPermaLink="false">916ba31e-05d5-11f1-ae17-fb2bd806adfe</guid><pubDate>Thu, 23 Apr 2026 13:25:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706872/arml2654748690.mp3" length="28241714" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use...</itunes:subtitle><itunes:summary><![CDATA[SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we cover Amazon’s move into GLP-1s and Meta’s new AI use case.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - SpaceX agrees to buy Cursor  - Amazon gets into GLP-1s  - Meta’s AI spyware    Companies discussed: Amazon (AMZN), Hims &amp; Hers (HIMS), Meta Platforms (META), Alphabet (GOOG, GOOGL).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Bart Shannon    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]]></itunes:summary><itunes:duration>1169</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tim Cook Steps Aside – What's Next for Apple</title><link>https://www.spreaker.com/episode/tim-cook-steps-aside-what-s-next-for-apple--75706895</link><description><![CDATA[It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, the team discuss Cook's legacy, the biggest challenges and opportunities for the new leader, and more.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Tim Cook and his accomplishments at Apple  - Apple's new CEO and what his biggest challenges are  - Whether the S&amp;P 500 will include SpaceX after it goes public  - AST Spacemobil and its opportunities    Companies discussed: AAPL, ASTS, RKLB    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">914c405a-05d5-11f1-ae17-77ece7e082a5</guid><pubDate>Tue, 21 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706895/arml4103291710.mp3" length="33982140" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, the team discuss Cook's legacy, the biggest...</itunes:subtitle><itunes:summary><![CDATA[It wasn't a complete surprise, but Apple (NASDAQ: AAPL) CEO Tim Cook is stepping aside and the company's current head of hardware, Jon Ternus, will be taking the helm in September. In this episode, the team discuss Cook's legacy, the biggest challenges and opportunities for the new leader, and more.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Tim Cook and his accomplishments at Apple  - Apple's new CEO and what his biggest challenges are  - Whether the S&amp;P 500 will include SpaceX after it goes public  - AST Spacemobil and its opportunities    Companies discussed: AAPL, ASTS, RKLB    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1408</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Robotaxis Coming to a City Near You?</title><link>https://www.spreaker.com/episode/are-robotaxis-coming-to-a-city-near-you--75706962</link><description><![CDATA[Serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second largest player in the industry. Motley Fool analysts Jason Hall and Matt Frankel break this deal down before discussing developments with Tesla’s Robotaxis and answering a listening question about selling stocks.    Jon Quast, Matt Frankel, and Jason Hall discuss:    -QXO’s $17 billion acquisition of TopBuild  -Tesla’s Robotaxi expansion  -Mailbag: Did I make a mistake by selling a stock that went up?    Companies discussed: QXO (QXO), TopBuild (BLD), XPO (XPO), United Rentals (URI), Tesla (TSLA), Uber (UBER), Lyft (LYFT), Alphabet (GOOG)(GOOGL)    Host: Jon Quast  Guests: Matt Frankel, Jason Hall  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]]></description><guid isPermaLink="false">912c52fe-05d5-11f1-ae17-b7bc4d1b663f</guid><pubDate>Mon, 20 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706962/arml2515129686.mp3" length="36310044" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second largest player in the industry. Motley Fool analysts Jason Hall and Matt Frankel break this deal down before discussing developments with Tesla’s...</itunes:subtitle><itunes:summary><![CDATA[Serial acquirer QXO has made a transformative $17 billion acquisition of TopBuild to create the second largest player in the industry. Motley Fool analysts Jason Hall and Matt Frankel break this deal down before discussing developments with Tesla’s Robotaxis and answering a listening question about selling stocks.    Jon Quast, Matt Frankel, and Jason Hall discuss:    -QXO’s $17 billion acquisition of TopBuild  -Tesla’s Robotaxi expansion  -Mailbag: Did I make a mistake by selling a stock that went up?    Companies discussed: QXO (QXO), TopBuild (BLD), XPO (XPO), United Rentals (URI), Tesla (TSLA), Uber (UBER), Lyft (LYFT), Alphabet (GOOG)(GOOGL)    Host: Jon Quast  Guests: Matt Frankel, Jason Hall  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]]></itunes:summary><itunes:duration>1505</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ben Carlson on Why It’s Better to Avoid a Strikeout Than to Swing for a Home run</title><link>https://www.spreaker.com/episode/ben-carlson-on-why-it-s-better-to-avoid-a-strikeout-than-to-swing-for-a-home-run--75706887</link><description><![CDATA[We at The Motley Fool are proponents of investing in individual stocks. But does that result in betting your financial future on too few companies? In this second of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about the risks of investing in individual stocks, market valuations, balancing saving for the future vs. enjoying life today, and the career advice we give our kids.  Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, the writer behind the “A Wealth of Common Sense” blog, the co-host of the Animal Spirits podcast, and the author of “Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth,” which will be available on May 12. Listen to our April 18 episode for Part 1 of this conversation.  Host: Robert Brokamp, CFP®, EAGuest: Ben Carlson, CFAEngineers: Lauren Budabin, Bart Shannon    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]]></description><guid isPermaLink="false">910b9fc8-05d5-11f1-ae17-dfe79dc656a8</guid><pubDate>Sun, 19 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706887/arml1946930078.mp3" length="34380205" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We at The Motley Fool are proponents of investing in individual stocks. But does that result in betting your financial future on too few companies? In this second of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben...</itunes:subtitle><itunes:summary><![CDATA[We at The Motley Fool are proponents of investing in individual stocks. But does that result in betting your financial future on too few companies? In this second of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about the risks of investing in individual stocks, market valuations, balancing saving for the future vs. enjoying life today, and the career advice we give our kids.  Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, the writer behind the “A Wealth of Common Sense” blog, the co-host of the Animal Spirits podcast, and the author of “Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth,” which will be available on May 12. Listen to our April 18 episode for Part 1 of this conversation.  Host: Robert Brokamp, CFP®, EAGuest: Ben Carlson, CFAEngineers: Lauren Budabin, Bart Shannon    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]]></itunes:summary><itunes:duration>1425</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ben Carlson on Why the Stock Market Is the Best Casino in the World</title><link>https://www.spreaker.com/episode/ben-carlson-on-why-the-stock-market-is-the-best-casino-in-the-world--75706957</link><description><![CDATA[We at The Motley Fool believe that investing in the stock market is the best path to long-term wealth. But it isn’t always easy to stick with stocks. In this first of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about what we can learn from the Great Depression and Japan, how even the worst periods for investors eventually turn out fine over the long term, and how diversification can help.Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, the writer behind the “A Wealth of Common Sense” blog, the co-host of the Animal Spirits podcast, and the author of “Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth,” which will be available on May 12. Tune in on April 19 for Part 2 of this conversation.Host: Robert Brokamp, CFP®, EAGuest: Ben Carlson, CFAEngineers: Lauren Budabin, Bart Shannon    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]]></description><guid isPermaLink="false">90eee8d8-05d5-11f1-ae17-5be7a1e53cfd</guid><pubDate>Sat, 18 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706957/arml3393128798.mp3" length="38370620" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We at The Motley Fool believe that investing in the stock market is the best path to long-term wealth. But it isn’t always easy to stick with stocks. In this first of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben...</itunes:subtitle><itunes:summary><![CDATA[We at The Motley Fool believe that investing in the stock market is the best path to long-term wealth. But it isn’t always easy to stick with stocks. In this first of a two-part conversation, Motley Fool Senior Advisor Robert Brokamp speaks with Ben Carlson about what we can learn from the Great Depression and Japan, how even the worst periods for investors eventually turn out fine over the long term, and how diversification can help.Ben is the Director of Institutional Asset Management at Ritholtz Wealth Management, the writer behind the “A Wealth of Common Sense” blog, the co-host of the Animal Spirits podcast, and the author of “Risk and Reward: How to Handle Market Volatility and Build Long-Term Wealth,” which will be available on May 12. Tune in on April 19 for Part 2 of this conversation.Host: Robert Brokamp, CFP®, EAGuest: Ben Carlson, CFAEngineers: Lauren Budabin, Bart Shannon    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]]></itunes:summary><itunes:duration>1591</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Market’s New High Is Anything but Blah</title><link>https://www.spreaker.com/episode/the-market-s-new-high-is-anything-but-blah--75706963</link><description><![CDATA[As earnings season gets underway, the S&amp;P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. And the team parses news from noise in recent press releases before ending with stocks on our radar.    Jon Quast, Lou Whiteman, and Asit Sharma discuss:    - Netflix’s Q1 2026 financial results  - Broad takeaways from some big banks  - Meta Platforms catching up to Alphabet  - Alphabet catching up to OpenAI  - Blah blah blah day – news from noise  - The market’s new high – lessons we’ve learned  - Stocks on our radar    Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS),    Host: Jon Quast  Guests: Lou Whiteman, Asit Sharma  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]]></description><guid isPermaLink="false">90d22aa4-05d5-11f1-ae17-d7b8813e8bdb</guid><pubDate>Fri, 17 Apr 2026 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706963/arml5653488678.mp3" length="59611653" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>As earnings season gets underway, the S&amp;amp;P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and...</itunes:subtitle><itunes:summary><![CDATA[As earnings season gets underway, the S&amp;P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. And the team parses news from noise in recent press releases before ending with stocks on our radar.    Jon Quast, Lou Whiteman, and Asit Sharma discuss:    - Netflix’s Q1 2026 financial results  - Broad takeaways from some big banks  - Meta Platforms catching up to Alphabet  - Alphabet catching up to OpenAI  - Blah blah blah day – news from noise  - The market’s new high – lessons we’ve learned  - Stocks on our radar    Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS),    Host: Jon Quast  Guests: Lou Whiteman, Asit Sharma  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]]></itunes:summary><itunes:duration>2476</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chip Stocks and Bank Earnings Extravaganza</title><link>https://www.spreaker.com/episode/chip-stocks-and-bank-earnings-extravaganza--75706969</link><description><![CDATA[Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the show discussing three stocks they are most-looking-forward to hearing from this earnings season: Stock 1, Stock 2, and Stock 3.    Jason Hall, Jon Quast, and Matt Frankel discuss:  -Bank of America and Schwab Q1 results  -TSMC and ASML's first quarter, and the implications for AI  -3 stocks the hosts are most-looking-forward to seeing report this quarter    Companies discussed: Bank of America (BAC), Charles Schwab (SCHW), Taiwan Semiconductor (TSM), ASML (ASML), Lyft (LYFT), Uber (UBER), Goldman Sachs (GS), Nvidia (NVDA), Toast (TOST)    Host: Jason Hall  Guests: Jon Quast, Matt Frankel  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]]></description><guid isPermaLink="false">90b5b72a-05d5-11f1-ae17-bba0248013d2</guid><pubDate>Thu, 16 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706969/arml2634128315.mp3" length="35230375" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab...</itunes:subtitle><itunes:summary><![CDATA[Motley Fool contributors Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. On today’s show, this includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the show discussing three stocks they are most-looking-forward to hearing from this earnings season: Stock 1, Stock 2, and Stock 3.    Jason Hall, Jon Quast, and Matt Frankel discuss:  -Bank of America and Schwab Q1 results  -TSMC and ASML's first quarter, and the implications for AI  -3 stocks the hosts are most-looking-forward to seeing report this quarter    Companies discussed: Bank of America (BAC), Charles Schwab (SCHW), Taiwan Semiconductor (TSM), ASML (ASML), Lyft (LYFT), Uber (UBER), Goldman Sachs (GS), Nvidia (NVDA), Toast (TOST)    Host: Jason Hall  Guests: Jon Quast, Matt Frankel  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]]></itunes:summary><itunes:duration>1460</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>An Alphabet Stock Deep Dive</title><link>https://www.spreaker.com/episode/an-alphabet-stock-deep-dive--75706967</link><description><![CDATA[We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google Cloud that may have more power than you think. To end the show, we discuss some hidden gems in Alphabet’s portfolio that you may not realize are worth hundreds of billions of dollars.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - The search core  - YouTube’s scale and potential  - Google Cloud’s growth  - Hidden gems we’re excited about    Companies discussed: Alphabet (GOOG), Tesla (TSLA), Netflix (NFLX).    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]]></description><guid isPermaLink="false">90968526-05d5-11f1-ae17-db6a154d7bc6</guid><pubDate>Wed, 15 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706967/arml9975415404.mp3" length="35375846" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google Cloud that may have more power than you think. To...</itunes:subtitle><itunes:summary><![CDATA[We dig deep into Alphabet, the tech giant that has become so much more than search. To start, we cover whether search is being disrupted and then cover the adjacent businesses like YouTube and Google Cloud that may have more power than you think. To end the show, we discuss some hidden gems in Alphabet’s portfolio that you may not realize are worth hundreds of billions of dollars.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - The search core  - YouTube’s scale and potential  - Google Cloud’s growth  - Hidden gems we’re excited about    Companies discussed: Alphabet (GOOG), Tesla (TSLA), Netflix (NFLX).    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]]></itunes:summary><itunes:duration>1466</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Assessing the Rise of Chinese EV Manufacturers</title><link>https://www.spreaker.com/episode/assessing-the-rise-of-chinese-ev-manufacturers--75706920</link><description><![CDATA[Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a listener question as a chance to dive into the Chinese Electric vehicle industry, the investability of these new vehicle manufacturers, and how it may shape or change our view of investing in the automotive industry writ large    Tyler Crowe, Lou Whiteman, and Jason Hall discuss:    - The rapid growth of Chinese electric vehicles  - The increasing competitive landscape and how it impacts the investability of the sector  - Whether the rise of Chinese EVs change the investment thesis in American automakers  - Our most attractive stocks in the automotive industry today    Companies discussed: BYDDF, GELYF, SAIC, TSLA, GM, F, GTX, RACE, ORLY    Host: Tyler Crowe  Guests: Lou Whiteman, Jason Hall  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]]></description><guid isPermaLink="false">907aa2de-05d5-11f1-ae17-7bba07720b44</guid><pubDate>Tue, 14 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706920/arml2923410385.mp3" length="31669222" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a listener question as a chance to dive into the...</itunes:subtitle><itunes:summary><![CDATA[Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a listener question as a chance to dive into the Chinese Electric vehicle industry, the investability of these new vehicle manufacturers, and how it may shape or change our view of investing in the automotive industry writ large    Tyler Crowe, Lou Whiteman, and Jason Hall discuss:    - The rapid growth of Chinese electric vehicles  - The increasing competitive landscape and how it impacts the investability of the sector  - Whether the rise of Chinese EVs change the investment thesis in American automakers  - Our most attractive stocks in the automotive industry today    Companies discussed: BYDDF, GELYF, SAIC, TSLA, GM, F, GTX, RACE, ORLY    Host: Tyler Crowe  Guests: Lou Whiteman, Jason Hall  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]]></itunes:summary><itunes:duration>1312</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Goldman Sachs Kicks Off Earnings Season</title><link>https://www.spreaker.com/episode/goldman-sachs-kicks-off-earnings-season--75706949</link><description><![CDATA[Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank Goldman Sachs as well as the U.S. blockade in the Strait of Hormuz. Finally, the team ends the show with a question from a listener regarding SpaceX’s upcoming IPO.Jon Quast, Rachel Warren, and Jason Hall discuss:-Goldman Sach’s Q1 2026 financial report-Economic trends to watch during earnings season-The impacts from new U.S. blockades-A listener question about SpaceX and major stock indicesCompanies discussed: Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Cheniere Energy (LNG), S&amp;P Global (SPGI), Nasdaq (NDAQ)  Host: Jon QuastGuests: Jason Hall, Rachel WarrenEngineer: Bart Shannon  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]]></description><guid isPermaLink="false">905f38e6-05d5-11f1-ae17-ab24f6cb110f</guid><pubDate>Mon, 13 Apr 2026 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706949/arml5424572375.mp3" length="35714121" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank Goldman Sachs as well as the U.S. blockade in the...</itunes:subtitle><itunes:summary><![CDATA[Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank Goldman Sachs as well as the U.S. blockade in the Strait of Hormuz. Finally, the team ends the show with a question from a listener regarding SpaceX’s upcoming IPO.Jon Quast, Rachel Warren, and Jason Hall discuss:-Goldman Sach’s Q1 2026 financial report-Economic trends to watch during earnings season-The impacts from new U.S. blockades-A listener question about SpaceX and major stock indicesCompanies discussed: Goldman Sachs (GS), JPMorgan Chase (JPM), Bank of America (BAC), Cheniere Energy (LNG), S&amp;P Global (SPGI), Nasdaq (NDAQ)  Host: Jon QuastGuests: Jason Hall, Rachel WarrenEngineer: Bart Shannon  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]]></itunes:summary><itunes:duration>1480</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Psychedelic Revolution</title><link>https://www.spreaker.com/episode/the-psychedelic-revolution--75706894</link><description><![CDATA[What if the next big breakthrough in mental health care has nothing to do with taking a daily pill? Founders of the Integrative Psychiatry Institute, Dr. Will Van Derveer and Keith Kurlander, join the show to discuss their new book, Psychedelic Therapy: A Revolutionary Approach to Restoring Mental Health and Reclaiming Your Life. Motley Fool analyst Sanmeet Deo talks with the founders about the shift from a counterculture fringe movement to an FDA-backed clinical model, Big Pharma's strategy, and why the real investing opportunity lies in a $20,000 service.     Host: Sanmeet Deo   Guest: Will Van Derveer, Keith Kurlander   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">9043bcb0-05d5-11f1-ae17-17405d9138af</guid><pubDate>Sun, 12 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706894/arml5648438348.mp3" length="35381523" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What if the next big breakthrough in mental health care has nothing to do with taking a daily pill? Founders of the Integrative Psychiatry Institute, Dr. Will Van Derveer and Keith Kurlander, join the show to discuss their new book, Psychedelic...</itunes:subtitle><itunes:summary><![CDATA[What if the next big breakthrough in mental health care has nothing to do with taking a daily pill? Founders of the Integrative Psychiatry Institute, Dr. Will Van Derveer and Keith Kurlander, join the show to discuss their new book, Psychedelic Therapy: A Revolutionary Approach to Restoring Mental Health and Reclaiming Your Life. Motley Fool analyst Sanmeet Deo talks with the founders about the shift from a counterculture fringe movement to an FDA-backed clinical model, Big Pharma's strategy, and why the real investing opportunity lies in a $20,000 service.     Host: Sanmeet Deo   Guest: Will Van Derveer, Keith Kurlander   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Hannah Moore on How to Become a Professional Financial Planner</title><link>https://www.spreaker.com/episode/hannah-moore-on-how-to-become-a-professional-financial-planner--75706901</link><description><![CDATA[Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered:-The benefits of being a professional financial planner-The future of the profession, especially in a world of AI-How to start exploring the financial planning profession-Considerations for making a career transitionHost: Robert Brokamp, CFP®, EAGuest: Hannah Moore, CFP®, CeFTEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">902748dc-05d5-11f1-ae17-8fa240691d85</guid><pubDate>Sat, 11 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706901/arml7758953215.mp3" length="38171743" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with...</itunes:subtitle><itunes:summary><![CDATA[Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for you. Host Robert Brokamp discusses the topic with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered:-The benefits of being a professional financial planner-The future of the profession, especially in a world of AI-How to start exploring the financial planning profession-Considerations for making a career transitionHost: Robert Brokamp, CFP®, EAGuest: Hannah Moore, CFP®, CeFTEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1583</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI’s Most Dangerous Moment</title><link>https://www.spreaker.com/episode/ai-s-most-dangerous-moment--75706974</link><description><![CDATA[The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Earnings season expectations  - AI’s most dangerous moment  - Is Meta back in AI?  - Home run CEOs  - Stocks on our radar    Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Crocs (CROX), Target (TGT), Snap (SNAP), Apple (AAPL), Nike (NKE), Disney (DIS).    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]]></description><guid isPermaLink="false">900b7b16-05d5-11f1-ae17-37df97db89fc</guid><pubDate>Fri, 10 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706974/arml2881045895.mp3" length="59450816" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest companies in the world.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Earnings season expectations  - AI’s most dangerous moment  - Is Meta back in AI?  - Home run CEOs  - Stocks on our radar    Companies discussed: Alphabet (GOOG, GOOGL), Amazon (AMZN), Meta Platforms (META), Crocs (CROX), Target (TGT), Snap (SNAP), Apple (AAPL), Nike (NKE), Disney (DIS).    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]]></itunes:summary><itunes:duration>2469</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Will AI Destroy the Software Industry?</title><link>https://www.spreaker.com/episode/will-ai-destroy-the-software-industry--75706970</link><description><![CDATA[Matt Frankel, Tyler Crowe, and Jon Quast discuss:    Why software stocks are down amid AI concerns  The SaaS companies likely to be the most vulnerable  Software stocks that could win in an agentic AI world.    Companies discussed: NOW, CHGG, ADBE, TEAM, IGV, DDOG, HUBS, CNSWF, ASAN, ZS, CRWD, DUOL, CDNS, SNPS    Host: Tyler Crowe  Guests: Matt Frankel, Jon Quast  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]]></description><guid isPermaLink="false">8feb71fe-05d5-11f1-ae17-87da27c4dfc3</guid><pubDate>Thu, 09 Apr 2026 20:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706970/arml5313300818.mp3" length="37869867" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Matt Frankel, Tyler Crowe, and Jon Quast discuss:    Why software stocks are down amid AI concerns  The SaaS companies likely to be the most vulnerable  Software stocks that could win in an agentic AI world.    Companies discussed: NOW, CHGG, ADBE,...</itunes:subtitle><itunes:summary><![CDATA[Matt Frankel, Tyler Crowe, and Jon Quast discuss:    Why software stocks are down amid AI concerns  The SaaS companies likely to be the most vulnerable  Software stocks that could win in an agentic AI world.    Companies discussed: NOW, CHGG, ADBE, TEAM, IGV, DDOG, HUBS, CNSWF, ASAN, ZS, CRWD, DUOL, CDNS, SNPS    Host: Tyler Crowe  Guests: Matt Frankel, Jon Quast  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]]></itunes:summary><itunes:duration>1570</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why Alphabet is the Winner from Anthropic’s Incredible Growth</title><link>https://www.spreaker.com/episode/why-alphabet-is-the-winner-from-anthropic-s-incredible-growth--75706955</link><description><![CDATA[Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and using Google Cloud. We also discuss the rumored foldable iPhone and Delta’s earnings.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Anthropic’s growth  - Google’s big win  - Foldable iPhones  - Delta’s earnings    Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Delta Airlines (DAL).    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]]></description><guid isPermaLink="false">8fcffd2a-05d5-11f1-ae17-0f0307471520</guid><pubDate>Wed, 08 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706955/arml1573683720.mp3" length="26503256" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and using Google Cloud. We also discuss the rumored...</itunes:subtitle><itunes:summary><![CDATA[Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and using Google Cloud. We also discuss the rumored foldable iPhone and Delta’s earnings.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Anthropic’s growth  - Google’s big win  - Foldable iPhones  - Delta’s earnings    Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Delta Airlines (DAL).    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]]></itunes:summary><itunes:duration>1097</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Breaking Down Jamie Dimon’s Investing Letter</title><link>https://www.spreaker.com/episode/breaking-down-jamie-dimon-s-investing-letter--75706952</link><description><![CDATA[Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushed back at some of the things we were less sure about. Plus, dissecting Bill Ackman’s Universal Music Group bid and answering listener questions.    Tyler Crowe, Lou Whiteman, and Jason Hall discuss:    - Jamie Dimon’s message to JPMorgan investors  - Dimon’s words of warning to the private credit market  - Whether rolling back bank regulations is the best idea  - Pershing Square bids for Universal Music Group  - Bill Ackman’s investing track record  - Listener question: Are covered call ETFs a good idea    Companies discussed: JPM, OWL, PSHZF, UMGNF, JEPQ    Host: Tyler Crowe  Guests: Jason Hall, Lou Whiteman  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]]></description><guid isPermaLink="false">8fb1e286-05d5-11f1-ae17-1390f64453fb</guid><pubDate>Tue, 07 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706952/arml4350748733.mp3" length="34791858" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushed back at some of the things we were less sure...</itunes:subtitle><itunes:summary><![CDATA[Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushed back at some of the things we were less sure about. Plus, dissecting Bill Ackman’s Universal Music Group bid and answering listener questions.    Tyler Crowe, Lou Whiteman, and Jason Hall discuss:    - Jamie Dimon’s message to JPMorgan investors  - Dimon’s words of warning to the private credit market  - Whether rolling back bank regulations is the best idea  - Pershing Square bids for Universal Music Group  - Bill Ackman’s investing track record  - Listener question: Are covered call ETFs a good idea    Companies discussed: JPM, OWL, PSHZF, UMGNF, JEPQ    Host: Tyler Crowe  Guests: Jason Hall, Lou Whiteman  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]]></itunes:summary><itunes:duration>1442</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Smooth Investing When the Ride is Bumpy</title><link>https://www.spreaker.com/episode/smooth-investing-when-the-ride-is-bumpy--75706905</link><description><![CDATA[Description: The Motley Fool Hidden Gems team takes a listener question about diversification, acknowledging the volatility in the stock market as well as why diversification is a winning strategy for the long term.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Market volatility: What it is-How bad things can get-How diversification can help returns-Stocks that help long-term returnsCompanies discussed: Bank of America (BAC), Berkshire Hathaway (BRK.A)(BRK.B), Apple (AAPL), Johnson &amp; Johnson (JNJ), Prologis (PLD), PepsiCo (PEP)Got investing questions for the podcast? Email us at podcasts@fool.comHost: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart ShannonAdvertisements 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.]]></description><guid isPermaLink="false">8f939e20-05d5-11f1-ae17-078a7de68c4f</guid><pubDate>Mon, 06 Apr 2026 20:04:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706905/arml2880327271.mp3" length="36164343" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Description: The Motley Fool Hidden Gems team takes a listener question about diversification, acknowledging the volatility in the stock market as well as why diversification is a winning strategy for the long term.Jon Quast, Matt Frankel, and Rachel...</itunes:subtitle><itunes:summary><![CDATA[Description: The Motley Fool Hidden Gems team takes a listener question about diversification, acknowledging the volatility in the stock market as well as why diversification is a winning strategy for the long term.Jon Quast, Matt Frankel, and Rachel Warren discuss:-Market volatility: What it is-How bad things can get-How diversification can help returns-Stocks that help long-term returnsCompanies discussed: Bank of America (BAC), Berkshire Hathaway (BRK.A)(BRK.B), Apple (AAPL), Johnson &amp; Johnson (JNJ), Prologis (PLD), PepsiCo (PEP)Got investing questions for the podcast? Email us at podcasts@fool.comHost: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart ShannonAdvertisements 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.]]></itunes:summary><itunes:duration>1499</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Secret to Out-Innovating the Competition: Inside the Tesla Playbook</title><link>https://www.spreaker.com/episode/the-secret-to-out-innovating-the-competition-inside-the-tesla-playbook--75706924</link><description><![CDATA[What’s the secret to out-innovating the competition? Former Tesla President Jon McNeill joins the show to discuss his new book, The Algorithm: The Hypergrowth Formula that Transformed Tesla, Lululemon, General Motors and SpaceX. Motley Fool analyst Rachel Warren talks with McNeill about the five-step formula for achieving hypergrowth, the hidden metric every investor should track, and the AI revolution.  Host: Rachel Warren  Guest: Jon McNeill   Producer: Bart Shannon, Mac Greer   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.]]></description><guid isPermaLink="false">8f75c47c-05d5-11f1-ae17-a73851b75f84</guid><pubDate>Sun, 05 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706924/arml2664694002.mp3" length="62527844" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What’s the secret to out-innovating the competition? Former Tesla President Jon McNeill joins the show to discuss his new book, The Algorithm: The Hypergrowth Formula that Transformed Tesla, Lululemon, General Motors and SpaceX. Motley Fool analyst...</itunes:subtitle><itunes:summary><![CDATA[What’s the secret to out-innovating the competition? Former Tesla President Jon McNeill joins the show to discuss his new book, The Algorithm: The Hypergrowth Formula that Transformed Tesla, Lululemon, General Motors and SpaceX. Motley Fool analyst Rachel Warren talks with McNeill about the five-step formula for achieving hypergrowth, the hidden metric every investor should track, and the AI revolution.  Host: Rachel Warren  Guest: Jon McNeill   Producer: Bart Shannon, Mac Greer   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.]]></itunes:summary><itunes:duration>1559</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Which Types of Investments Should You Own and Where Should You Own Them</title><link>https://www.spreaker.com/episode/which-types-of-investments-should-you-own-and-where-should-you-own-them--75706960</link><description><![CDATA[It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds, and cash, and the account types to consider.  Topics covered:-The pros and cons of index funds, actively managed funds, and individual stocks-Choosing between cash and bonds for the safer side of your portfolio-Which types of investments should go in taxable brokerage accounts, 401(k)s, IRAs, and Roths-Two questions to ask of each of your investments: 1) If I didn’t own it, would I buy it today, and 2) is it in the right account?Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon    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]]></description><guid isPermaLink="false">8f591980-05d5-11f1-ae17-e3d0fa590641</guid><pubDate>Sat, 04 Apr 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706960/arml7927720601.mp3" length="47380688" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds, and cash, and the account types to consider....</itunes:subtitle><itunes:summary><![CDATA[It’s Month 4 of our financial planning challenge, which we’re calling “A Year Well-Planned.” This month, Fools Robert Brokamp and Stephanie Marini discuss the different ways to invest in stocks, bonds, and cash, and the account types to consider.  Topics covered:-The pros and cons of index funds, actively managed funds, and individual stocks-Choosing between cash and bonds for the safer side of your portfolio-Which types of investments should go in taxable brokerage accounts, 401(k)s, IRAs, and Roths-Two questions to ask of each of your investments: 1) If I didn’t own it, would I buy it today, and 2) is it in the right account?Host: Robert Brokamp, CFP®, EAGuest: Stephanie Marini, CFP®, CRPC®Engineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1967</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A $2 Trillion IPO &amp; the Space Economy</title><link>https://www.spreaker.com/episode/a-2-trillion-ipo-the-space-economy--75706972</link><description><![CDATA[Oil has soared to $110 per barrel, but hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like.    Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:    - Oil markets  - SpaceX’s $2 trillion IPO  - Our mini-portfolio  - Stocks on our radar    Companies discussed: TransDigm (TDG), Truist Financial (TFC), Rocket Lab (RKLB), QXO (QXO), Nelnet (NNI), Booking (BKNG), Moderna (MRNA), Freeport-McMoRan (FCX), Microsoft (MSFT), Berkshire Hathaway (BRK-B), Alphabet (GOOG), Uber (UBER), Intuit (INTU), Workday (WDAY), Disney (DIS), Nike (NKE), McCormick (MKC) York Space Systems (YSS).    Host: Travis Hoium  Guests: Lou Whiteman, Dan Caplinger  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]]></description><guid isPermaLink="false">8f3c4922-05d5-11f1-ae17-d3aa4b63e2bc</guid><pubDate>Fri, 03 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706972/arml9007190094.mp3" length="59382701" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Oil has soared to $110 per barrel, but hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like.    Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:    -...</itunes:subtitle><itunes:summary><![CDATA[Oil has soared to $110 per barrel, but hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like.    Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:    - Oil markets  - SpaceX’s $2 trillion IPO  - Our mini-portfolio  - Stocks on our radar    Companies discussed: TransDigm (TDG), Truist Financial (TFC), Rocket Lab (RKLB), QXO (QXO), Nelnet (NNI), Booking (BKNG), Moderna (MRNA), Freeport-McMoRan (FCX), Microsoft (MSFT), Berkshire Hathaway (BRK-B), Alphabet (GOOG), Uber (UBER), Intuit (INTU), Workday (WDAY), Disney (DIS), Nike (NKE), McCormick (MKC) York Space Systems (YSS).    Host: Travis Hoium  Guests: Lou Whiteman, Dan Caplinger  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]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“Alexa, Let’s Go to Outer Space”</title><link>https://www.spreaker.com/episode/alexa-let-s-go-to-outer-space--75706913</link><description><![CDATA[On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst team also takes a look at the economy through the lens of luxury furniture retailer RH before closing the show out by answering a question from our mailbag about good investing books for beginners.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Amazon’s reported interest in Globalstar  - RH and housing trends  - Best investing books for beginners    Companies discussed: Amazon (AMZN), Globalstar (GSAT), Nike (NKE), RH (RH), Berkshire Hathaway (BRK.A)(BRK.B)    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">8f1fd440-05d5-11f1-ae17-6f8391af7785</guid><pubDate>Thu, 02 Apr 2026 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706913/arml7105124811.mp3" length="30252586" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst team also takes a look at the economy through the...</itunes:subtitle><itunes:summary><![CDATA[On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst team also takes a look at the economy through the lens of luxury furniture retailer RH before closing the show out by answering a question from our mailbag about good investing books for beginners.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Amazon’s reported interest in Globalstar  - RH and housing trends  - Best investing books for beginners    Companies discussed: Amazon (AMZN), Globalstar (GSAT), Nike (NKE), RH (RH), Berkshire Hathaway (BRK.A)(BRK.B)    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1253</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oracle Lays Off 30,000 and Nike Falls Flat Once Again</title><link>https://www.spreaker.com/episode/oracle-lays-off-30-000-and-nike-falls-flat-once-again--75706915</link><description><![CDATA[OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - OpenAI’s $122 billion capital raise  - Nike’s disappointment  - Oracle lays off 30,000    Companies discussed: Alphabet (GOOG), Amazon (AMZN), Oracle (ORCL), Nike (NKE).    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]]></description><guid isPermaLink="false">8eff2ca4-05d5-11f1-ae17-6b7dc580de54</guid><pubDate>Wed, 01 Apr 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706915/arml4668312637.mp3" length="31374442" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees.    Travis Hoium,...</itunes:subtitle><itunes:summary><![CDATA[OpenAI announced a $122 billion capital raise and the market barely blinked. But this may indicate bigger challenges ahead for the AI giant. Then we discuss Nike’s disappointing earnings and why Oracle is laying off 30,000 employees.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - OpenAI’s $122 billion capital raise  - Nike’s disappointment  - Oracle lays off 30,000    Companies discussed: Alphabet (GOOG), Amazon (AMZN), Oracle (ORCL), Nike (NKE).    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]]></itunes:summary><itunes:duration>1300</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nobody Told Us This Was M&amp;A Week</title><link>https://www.spreaker.com/episode/nobody-told-us-this-was-m-a-week--75706921</link><description><![CDATA[We’re only a couple of days into the week, but we’ve already seen some large merger &amp; acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal announcements. Plus, mailbag questions    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:    - Sysco’s $26 billion deal for Restaurant Depot  - McCormick’s $44 billion deal for Unilever’s food division  - The track record of major consumer brand mergers  - Eli Lilly acquiring Centessa Pharmaceuticals  - Listener question: Thoughts on Whirlpool?    Companies discussed: SYY, MKC, UL, KHC, BUD, KMB, KDP, PFGC, USFD, LLY, CNTA, WHR    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">7ad9949e-05d5-11f1-b4a0-03f4415a4996</guid><pubDate>Tue, 31 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706921/arml2251983926.mp3" length="27747390" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re only a couple of days into the week, but we’ve already seen some large merger &amp;amp; acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal...</itunes:subtitle><itunes:summary><![CDATA[We’re only a couple of days into the week, but we’ve already seen some large merger &amp; acquisition deals that could shake up the consumer goods and the food distribution industry. If that weren’t enough, the healthcare industry has its own deal announcements. Plus, mailbag questions    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:    - Sysco’s $26 billion deal for Restaurant Depot  - McCormick’s $44 billion deal for Unilever’s food division  - The track record of major consumer brand mergers  - Eli Lilly acquiring Centessa Pharmaceuticals  - Listener question: Thoughts on Whirlpool?    Companies discussed: SYY, MKC, UL, KHC, BUD, KMB, KDP, PFGC, USFD, LLY, CNTA, WHR    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1148</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bill Ackman Says Stocks Are “Stupidly Cheap”</title><link>https://www.spreaker.com/episode/bill-ackman-says-stocks-are-stupidly-cheap--75706966</link><description><![CDATA[The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -The bull and bear cases for AI and 3rd party platforms  -SpaceX’s record-smashing IPO on tap  -Bill Ackman’s comments on Fannie Mae and Freddie Mac  -Value stocks our analysts like now    Companies discussed: Expedia (EXPE), Maplebear (CART), Uber (UBER), Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corp (FMCC), Howard Hughes Holdings (HHH), Lululemon (LULU), Microsoft (MSFT), Alphabet (GOOG)(GOOGL)    Got investing questions for the podcast? Email us at podcasts@fool.com    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">7aba1cae-05d5-11f1-b4a0-ef91f6e7e558</guid><pubDate>Mon, 30 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706966/arml1702573957.mp3" length="31860466" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend...</itunes:subtitle><itunes:summary><![CDATA[The Motley Fool’s Hidden Gems team talks about how investors are divided about whether AI is a benefit or an existential risk for third-party demand aggregators. They also discuss the latest news from space as well as dissect comments over the weekend from billionaire investor Bill Ackman.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -The bull and bear cases for AI and 3rd party platforms  -SpaceX’s record-smashing IPO on tap  -Bill Ackman’s comments on Fannie Mae and Freddie Mac  -Value stocks our analysts like now    Companies discussed: Expedia (EXPE), Maplebear (CART), Uber (UBER), Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corp (FMCC), Howard Hughes Holdings (HHH), Lululemon (LULU), Microsoft (MSFT), Alphabet (GOOG)(GOOGL)    Got investing questions for the podcast? Email us at podcasts@fool.com    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1320</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Century of Plenty: The $700 Billion AI Supercycle</title><link>https://www.spreaker.com/episode/a-century-of-plenty-the-700-billion-ai-supercycle--75706919</link><description><![CDATA[What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A Story of Progress for Generations to Come. Motley Fool analyst Rachel Warren talks with Bradley about the next 75 years, the $700 billion AI supercycle, and why the world needs an energy renaissance.  Host: Rachel Warren  Guest: Chris Bradley  Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">7a97839c-05d5-11f1-b4a0-572b86364c14</guid><pubDate>Sun, 29 Mar 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706919/arml3101409141.mp3" length="41053705" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A Story of Progress for Generations to Come. Motley...</itunes:subtitle><itunes:summary><![CDATA[What will fuel the next 75 years of global economic growth? Chris Bradley, senior partner and director of the McKinsey Global Institute, joins the show to discuss his new book, A Century of Plenty: A Story of Progress for Generations to Come. Motley Fool analyst Rachel Warren talks with Bradley about the next 75 years, the $700 billion AI supercycle, and why the world needs an energy renaissance.  Host: Rachel Warren  Guest: Chris Bradley  Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1703</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Find the Right Financial Planner for You</title><link>https://www.spreaker.com/episode/find-the-right-financial-planner-for-you--75706932</link><description><![CDATA[The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.This week, Robert Brokamp speaks with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered: -An overview of the current financial planning landscape -What to look for in a financial planner -Understanding how planners get paid -Where to find fee-only fiduciary planners who work on your terms, whether its asset management or charging by the hourHost: Robert Brokamp, CFP®, EAGuest: Hannah Moore, CFP®, CeFTEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">7a760956-05d5-11f1-b4a0-af4827860b8c</guid><pubDate>Sat, 28 Mar 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706932/arml1778239669.mp3" length="32468134" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion...</itunes:subtitle><itunes:summary><![CDATA[The Motley Fool was founded more than 30 years ago, based on the belief that you can manage your own money. However, not everyone has the time to learn how to become a do-it-yourself financial planner. Plus, you may want an objective second opinion from an expert every once in a while, just to make sure you’re covering all the bases.This week, Robert Brokamp speaks with Hannah Moore, the founder of Amplified Planning, the owner and principal financial planner at Guiding Wealth, and the creator of The Externship, a summer program for aspiring financial planners and people who want to build their own financial plan.Topics covered: -An overview of the current financial planning landscape -What to look for in a financial planner -Understanding how planners get paid -Where to find fee-only fiduciary planners who work on your terms, whether its asset management or charging by the hourHost: Robert Brokamp, CFP®, EAGuest: Hannah Moore, CFP®, CeFTEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1345</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How We Invest In a Falling Market</title><link>https://www.spreaker.com/episode/how-we-invest-in-a-falling-market--75706925</link><description><![CDATA[The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors.Travis Hoium, Andy Cross, and Lou Whiteman discuss:- Nasdaq correction- Energy’s shocking rise- The AI trade- How well do you know your market history- Stocks on our radarCompanies discussed: Netflix (NFLX), Cintas (CTAS), Delta (DAL), Jetblu (JBLU), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOG).Host: Travis HoiumGuests: Andy Cross, Lou WhitemanEngineer: Dan BoydDisclosure: 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]]></description><guid isPermaLink="false">7a581b6c-05d5-11f1-b4a0-13e42cbf57b5</guid><pubDate>Fri, 27 Mar 2026 20:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706925/arml7625162729.mp3" length="59534169" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer...</itunes:subtitle><itunes:summary><![CDATA[The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors.Travis Hoium, Andy Cross, and Lou Whiteman discuss:- Nasdaq correction- Energy’s shocking rise- The AI trade- How well do you know your market history- Stocks on our radarCompanies discussed: Netflix (NFLX), Cintas (CTAS), Delta (DAL), Jetblu (JBLU), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOG).Host: Travis HoiumGuests: Andy Cross, Lou WhitemanEngineer: Dan BoydDisclosure: 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]]></itunes:summary><itunes:duration>2473</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A New Trend in AI is Emerging: Efficiency</title><link>https://www.spreaker.com/episode/a-new-trend-in-ai-is-emerging-efficiency--75706958</link><description><![CDATA[The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help alleviate that challenge. Matt, Jon, and Tyler discuss how Google and ARM are advancing AI efficiency. Plus, social media’s bad week in court and the mailbag.  Tyler Crowe, Jon, Quast, and Matt Frankel discuss:     Meta and Alphabet losing watershed social media cases    Is a “tobacco moment” as bad as it sounds?    Advancements in AI efficiency    Mailbag: Auto invest or buy the dip?   Companies discussed:  GOOG, META, BP, DD, DOW, MMM, ARM, AAPL, MU, SNDK, INTC, NVDA, AMD  Got investing questions for the podcast? Email us at podcasts@fool.com  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: 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.]]></description><guid isPermaLink="false">7a3653ce-05d5-11f1-b4a0-eb7b96ed9e4e</guid><pubDate>Thu, 26 Mar 2026 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75706958/arml2844266538.mp3" length="32601360" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help...</itunes:subtitle><itunes:summary><![CDATA[The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help alleviate that challenge. Matt, Jon, and Tyler discuss how Google and ARM are advancing AI efficiency. Plus, social media’s bad week in court and the mailbag.  Tyler Crowe, Jon, Quast, and Matt Frankel discuss:     Meta and Alphabet losing watershed social media cases    Is a “tobacco moment” as bad as it sounds?    Advancements in AI efficiency    Mailbag: Auto invest or buy the dip?   Companies discussed:  GOOG, META, BP, DD, DOW, MMM, ARM, AAPL, MU, SNDK, INTC, NVDA, AMD  Got investing questions for the podcast? Email us at podcasts@fool.com  Host: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: 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.]]></itunes:summary><itunes:duration>1351</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sora Is No Mora</title><link>https://www.spreaker.com/episode/sora-is-no-mora--75707586</link><description><![CDATA[OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate stablecoin rewards. The irony is, Coinbase could be more profitable without rewards.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Sora is shutting down- Stablecoins in congress- Amazon’s latest robot acquisitionsCompanies discussed: Disney (DIS), Coinbase (COIN), Circle (CRCL), Amazon (AMZN).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi WaterworthAdvertisements 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]]></description><guid isPermaLink="false">7a1535c2-05d5-11f1-b4a0-ab44ea21e553</guid><pubDate>Wed, 25 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707586/arml2847937640.mp3" length="32066628" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate stablecoin rewards. The irony is, Coinbase could be...</itunes:subtitle><itunes:summary><![CDATA[OpenAI is shutting down Sora and its video generation models to focus on enterprise customers and coding. Meanwhile, Coinbase and Circle are crashing as congress considers a bill that could eliminate stablecoin rewards. The irony is, Coinbase could be more profitable without rewards.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Sora is shutting down- Stablecoins in congress- Amazon’s latest robot acquisitionsCompanies discussed: Disney (DIS), Coinbase (COIN), Circle (CRCL), Amazon (AMZN).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Kristi WaterworthAdvertisements 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]]></itunes:summary><itunes:duration>1328</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Autonomy Economy is Accelerating</title><link>https://www.spreaker.com/episode/the-autonomy-economy-is-accelerating--75707687</link><description><![CDATA[Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how autonomous driving and delivery is advancing in 2026, and we break down how investors can benefit from these major trends. Plus, OpenAI’s growing pains, and more.  Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:- OpenAI trying to pivot to monetization- Investing opportunities in AI- Autonomous taxi service Zoox starting commercial operations this year- Where the opportunities in autonomy lie- Following oil prices, private credit, and consumer credit.  Companies discussed: MSFT, GOOG, WMT, AMZN, MBLY, TSLA, LYFT, UBER, WRD, DASH, BX, KKR  Got investing questions for the podcast? Email us at podcasts@fool.com  Host: Tyler CroweGuests: Lou WhitemanEngineer: Kristi Waterworth  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]]></description><guid isPermaLink="false">79f4d9f8-05d5-11f1-b4a0-87bb420a13fc</guid><pubDate>Tue, 24 Mar 2026 22:43:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707687/arml2483010273.mp3" length="35631602" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how autonomous driving and delivery is advancing in 2026,...</itunes:subtitle><itunes:summary><![CDATA[Autonomy is popping up all over the place. What was once the world of experiments and testing stages is scaling into full blown businesses at a rapid pace. A slew of recent announcements shows how autonomous driving and delivery is advancing in 2026, and we break down how investors can benefit from these major trends. Plus, OpenAI’s growing pains, and more.  Tyler Crowe, Lou Whiteman, and Travis Hoium discuss:- OpenAI trying to pivot to monetization- Investing opportunities in AI- Autonomous taxi service Zoox starting commercial operations this year- Where the opportunities in autonomy lie- Following oil prices, private credit, and consumer credit.  Companies discussed: MSFT, GOOG, WMT, AMZN, MBLY, TSLA, LYFT, UBER, WRD, DASH, BX, KKR  Got investing questions for the podcast? Email us at podcasts@fool.com  Host: Tyler CroweGuests: Lou WhitemanEngineer: Kristi Waterworth  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]]></itunes:summary><itunes:duration>1477</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Newest Big Idea from Elon Musk: Terafab</title><link>https://www.spreaker.com/episode/the-newest-big-idea-from-elon-musk-terafab--75707550</link><description><![CDATA[The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil prices.-How to maintain a long-term perspective.-Elon Musk’s galactic ambitions with his Terafab project.-Long-term growth trends our analysts love.Companies discussed: Tesla (TSLA), IBM (IBM), Chevron (CVX), Intuitive Surgical (ISRG), Medtronic (MDT), Johnson &amp; Johnson (JNJ), Occidental Petroleum (OXY)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart Shannon  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]]></description><guid isPermaLink="false">79d4dc70-05d5-11f1-b4a0-031ce5e06b6e</guid><pubDate>Mon, 23 Mar 2026 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707550/arml5275719146.mp3" length="29313336" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil...</itunes:subtitle><itunes:summary><![CDATA[The Motley Fool’s Hidden Gem team take a look at trends moving the market as well as dissect Elon Musk’s announcement over the weekend for the Terafab project.Jon Quast, Matt Frankel, and Rachel Warren discuss:-The roller coaster ride with oil prices.-How to maintain a long-term perspective.-Elon Musk’s galactic ambitions with his Terafab project.-Long-term growth trends our analysts love.Companies discussed: Tesla (TSLA), IBM (IBM), Chevron (CVX), Intuitive Surgical (ISRG), Medtronic (MDT), Johnson &amp; Johnson (JNJ), Occidental Petroleum (OXY)Host: Jon QuastGuests: Matt Frankel, Rachel WarrenEngineer: Bart Shannon  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]]></itunes:summary><itunes:duration>1214</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Irresistible Change: How to Spot Real Growth</title><link>https://www.spreaker.com/episode/irresistible-change-how-to-spot-real-growth--75707682</link><description><![CDATA[How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breakout Success. Motley Fool contributor Rich Lumelleau talks with Gilbert about the red flags of CEO bluster, the "25% Rule" for cultural tipping points, and why the next generation of great investors will be tracking "Revenue per Token."    Host: Rich Lumulleau  Guest: Phil Gilbert   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">79b30654-05d5-11f1-b4a0-57b2e606679b</guid><pubDate>Sun, 22 Mar 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707682/arml8939679766.mp3" length="28406103" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk about his new book, Irresistible Change: A Blueprint...</itunes:subtitle><itunes:summary><![CDATA[How can investors tell the difference between a real value-creating transformation and “compliance theatre”? Phil Gilbert, serial entrepreneur and former IBM General Manager, joins the show to talk about his new book, Irresistible Change: A Blueprint for Earning Buy-In and Breakout Success. Motley Fool contributor Rich Lumelleau talks with Gilbert about the red flags of CEO bluster, the "25% Rule" for cultural tipping points, and why the next generation of great investors will be tracking "Revenue per Token."    Host: Rich Lumulleau  Guest: Phil Gilbert   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1176</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Best Places to Retire, and Play It Safer Before Retirement</title><link>https://www.spreaker.com/episode/the-best-places-to-retire-and-play-it-safer-before-retirement--75707693</link><description><![CDATA[The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those factors? Robert Brokamp and Matt Frankel discuss The Motley Fool’s recent “Best Places to Retire” report.Also in this episode:-The S&amp;P 500’s single-digit decline so far this year masks wide dispersion of the returns of individual stocks and sectors, with many posting gains or losses exceeding 20%.-A recent study shows that portfolio returns right before retirement have an outsized influence on how much an investor can spend in retirement.-Geopolitical turmoil usually results in a flight to safety that drives down the yields on Treasuries, but the Iran war has had the opposite effect.-Gyms and spas now outnumber stores selling stuff, which is good news because people who are healthier tend to also be wealthier.Host: Robert BrokampGuest: Matt FrankelEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">79919924-05d5-11f1-b4a0-fb557ff29528</guid><pubDate>Sat, 21 Mar 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707693/arml5351049075.mp3" length="33093248" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those factors? Robert Brokamp and Matt Frankel discuss...</itunes:subtitle><itunes:summary><![CDATA[The No. 1 investing goal of most Americans is retirement, and a key determinant of happiness in retirement is where you live. Which factors are most important, and where are the places that have those factors? Robert Brokamp and Matt Frankel discuss The Motley Fool’s recent “Best Places to Retire” report.Also in this episode:-The S&amp;P 500’s single-digit decline so far this year masks wide dispersion of the returns of individual stocks and sectors, with many posting gains or losses exceeding 20%.-A recent study shows that portfolio returns right before retirement have an outsized influence on how much an investor can spend in retirement.-Geopolitical turmoil usually results in a flight to safety that drives down the yields on Treasuries, but the Iran war has had the opposite effect.-Gyms and spas now outnumber stores selling stuff, which is good news because people who are healthier tend to also be wealthier.Host: Robert BrokampGuest: Matt FrankelEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Reality of Investing in 2026</title><link>https://www.spreaker.com/episode/the-reality-of-investing-in-2026--75707365</link><description><![CDATA[The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - The Iran war and how it impacts markets  - Are there safe havens?  - Picking a stock market Final 4  - Stocks on our radar    Companies discussed: Alphabet  NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), Meta (META), Amazon (AMZN), Palantir (PTLR), Micron (MU), Disney (DIS), Chipotle (CMG), RocketLab (RKLB), Waste Management (WM), Costco (COST), Vistra (VST), Tractor Supply (TSCO).    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]]></description><guid isPermaLink="false">7970594e-05d5-11f1-b4a0-bf68dbc0a03e</guid><pubDate>Fri, 20 Mar 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707365/arml6128359711.mp3" length="59397362" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we...</itunes:subtitle><itunes:summary><![CDATA[The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - The Iran war and how it impacts markets  - Are there safe havens?  - Picking a stock market Final 4  - Stocks on our radar    Companies discussed: Alphabet  NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), Meta (META), Amazon (AMZN), Palantir (PTLR), Micron (MU), Disney (DIS), Chipotle (CMG), RocketLab (RKLB), Waste Management (WM), Costco (COST), Vistra (VST), Tractor Supply (TSCO).    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]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Micron Revenue Smashes Expectations, but Wall Street Yawns</title><link>https://www.spreaker.com/episode/micron-revenue-smashes-expectations-but-wall-street-yawns--75707707</link><description><![CDATA[When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into why as well as Uber Technologies’ deal with Rivian Automotive and Alibaba’s $100 billion in AI revenue target    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Micron Technologies earnings  - Is it different this time for memory companies?  - Uber &amp; Rivian teaming up for autonomous vehicles  - Alibaba’s AI targets and investing in international AI plays.    Companies discussed: MU, NVDA, AMD, ASML, UBER, RIVN, LCID, TSLA, GOOG, AMZN, MSFT, BABA, LYFT, STLA, GM    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">794faf64-05d5-11f1-b4a0-735a196f7991</guid><pubDate>Thu, 19 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707707/arml8976991933.mp3" length="38471210" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into why as well as Uber Technologies’ deal with...</itunes:subtitle><itunes:summary><![CDATA[When companies beat revenue and earnings expectations as much a Micron Technologies did in its most recent quarter, the market often heaps on praise for stellar results. Not this time, though. We’ll get into why as well as Uber Technologies’ deal with Rivian Automotive and Alibaba’s $100 billion in AI revenue target    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Micron Technologies earnings  - Is it different this time for memory companies?  - Uber &amp; Rivian teaming up for autonomous vehicles  - Alibaba’s AI targets and investing in international AI plays.    Companies discussed: MU, NVDA, AMD, ASML, UBER, RIVN, LCID, TSLA, GOOG, AMZN, MSFT, BABA, LYFT, STLA, GM    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1595</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI’s Strategy Shift Ahead of IPO</title><link>https://www.spreaker.com/episode/openai-s-strategy-shift-ahead-of-ipo--75707584</link><description><![CDATA[OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important.  Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- OpenAI’s strategy shift- Microsoft’s warning to Amazon- Why short sellers are important  Companies discussed: SoFi (SOFI), Amazon (AMZN), Microsoft (MSFT).  Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></description><guid isPermaLink="false">793031ac-05d5-11f1-b4a0-778f7933261a</guid><pubDate>Wed, 18 Mar 2026 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707584/arml2584277474.mp3" length="25983093" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important.  Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important.  Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- OpenAI’s strategy shift- Microsoft’s warning to Amazon- Why short sellers are important  Companies discussed: SoFi (SOFI), Amazon (AMZN), Microsoft (MSFT).  Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></itunes:summary><itunes:duration>1075</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>We Didn’t See That Coming from Airlines</title><link>https://www.spreaker.com/episode/we-didn-t-see-that-coming-from-airlines--75707621</link><description><![CDATA[Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy earnings projections at a recent industry event. Plus, Mastercard’s foray into stablecoins and a sample of stories we’re watching    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Delta’s rosy outlook  - The changes in the airline industry  - Mastercard’s bet to become a crypto payments company  - The wall between fintech and traditional finance crumbling  - Bye bye, quarterly filings  - NVIDIA’s $1 trillion projection  - Who’s gonna insure that data center?    Companies discussed: DAL, AAL, LUV, UAL, BA, MA, V, COF, SOFI, JPM, BAC, TFC, RFC, PNC, NVDA, META, GOOG, AMZN    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></description><guid isPermaLink="false">79135622-05d5-11f1-b4a0-e7d82f072993</guid><pubDate>Tue, 17 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707621/arml1861087568.mp3" length="37870286" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy...</itunes:subtitle><itunes:summary><![CDATA[Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increases in fuel prices, the carrier gave shocking rosy earnings projections at a recent industry event. Plus, Mastercard’s foray into stablecoins and a sample of stories we’re watching    Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - Delta’s rosy outlook  - The changes in the airline industry  - Mastercard’s bet to become a crypto payments company  - The wall between fintech and traditional finance crumbling  - Bye bye, quarterly filings  - NVIDIA’s $1 trillion projection  - Who’s gonna insure that data center?    Companies discussed: DAL, AAL, LUV, UAL, BA, MA, V, COF, SOFI, JPM, BAC, TFC, RFC, PNC, NVDA, META, GOOG, AMZN    Host: Tyler Crowe  Guests: Matt Frankel, Lou Whiteman  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]]></itunes:summary><itunes:duration>1570</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Another Day, Another Massive AI Infrastructure Deal</title><link>https://www.spreaker.com/episode/another-day-another-massive-ai-infrastructure-deal--75707613</link><description><![CDATA[The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -The new deal between Nebius and Meta Platforms  -How the neocloud business works  -Dollar Tree’s Q4 report and takeaways  -Picking Hidden Gems stocks: Leadership    Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP)    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">78f34ac6-05d5-11f1-b4a0-5b8ac58828c4</guid><pubDate>Mon, 16 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707613/arml5438139375.mp3" length="30975622" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for...</itunes:subtitle><itunes:summary><![CDATA[The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spending by taking a look at Dollar Tree’s results for 2025. And finally, they pull back the curtain to reveal one of the factors they consider when looking for a stock to invest in for the long term.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -The new deal between Nebius and Meta Platforms  -How the neocloud business works  -Dollar Tree’s Q4 report and takeaways  -Picking Hidden Gems stocks: Leadership    Companies discussed: Nebius (NBIS), Meta Platforms (META), Dollar General (DG), Dollar Tree (DLTR), Nvidia (NVDA), Shopify (SHOP)    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1283</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>David Pogue on Apple’s Suprising Past and AI Future</title><link>https://www.spreaker.com/episode/david-pogue-on-apple-s-suprising-past-and-ai-future--75707588</link><description><![CDATA[What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, Apple: The First 50 Years, and weighs in on Apple’s next chapter.     Host: Jason Moser  Guest: David Pogue  Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">78d26e78-05d5-11f1-b4a0-47e327a7da11</guid><pubDate>Sun, 15 Mar 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707588/arml4341343252.mp3" length="36203470" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, Apple: The First 50 Years, and weighs in on Apple’s...</itunes:subtitle><itunes:summary><![CDATA[What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, Apple: The First 50 Years, and weighs in on Apple’s next chapter.     Host: Jason Moser  Guest: David Pogue  Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1501</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Make Your Money Last Forever, and the E-Shaped Economy</title><link>https://www.spreaker.com/episode/make-your-money-last-forever-and-the-e-shaped-economy--75707633</link><description><![CDATA[A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die, whichever comes first.  Also in this episode:-The K-shaped economy is starting to look more like an E as middle-income Americans tread water and are showing signs of strain.-Oil prices are skyrocketing, exceeding the so-called Hamilton Trigger – the point when an oil shock becomes a drag on the economy.-Over the past 125 years, U.S. equities have grown from 15% to 62% of the global stock market, despite the fact that 80% of the U.S. stock market in 1900 was in industries that are small or extinct today.-Download your Social Security statement to see how much you’re projected to receive at various claiming ages – just make sure you know how to interpret the projections.  Host: Robert Brokamp, CFP®Engineer: Bart Shannon     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]]></description><guid isPermaLink="false">78b0906e-05d5-11f1-b4a0-eb456d118fe6</guid><pubDate>Sat, 14 Mar 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707633/arml6985272038.mp3" length="27524006" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die, whichever comes first.  Also in this episode:-The...</itunes:subtitle><itunes:summary><![CDATA[A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die, whichever comes first.  Also in this episode:-The K-shaped economy is starting to look more like an E as middle-income Americans tread water and are showing signs of strain.-Oil prices are skyrocketing, exceeding the so-called Hamilton Trigger – the point when an oil shock becomes a drag on the economy.-Over the past 125 years, U.S. equities have grown from 15% to 62% of the global stock market, despite the fact that 80% of the U.S. stock market in 1900 was in industries that are small or extinct today.-Download your Social Security statement to see how much you’re projected to receive at various claiming ages – just make sure you know how to interpret the projections.  Host: Robert Brokamp, CFP®Engineer: Bart Shannon     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]]></itunes:summary><itunes:duration>1139</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Stagflation Creeping Into the Picture?</title><link>https://www.spreaker.com/episode/is-stagflation-creeping-into-the-picture--75707642</link><description><![CDATA[GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says about the economy and what we’re going as investors.     Travis Hoium, Lou Whiteman, and Jason Moser discuss:    - Q4 2025 GDP data  - Uber’s autonomous momentum  - Adobe’s earnings  - Executive free agents  - Stocks on our radar    Companies discussed: Alphabet (GOOG), Adobe (ADBE), Tesla (TSLA), Target (TGT), Costco (COST), Best Buy (BBY), Apple (AAPL), Amazon (AMZN), NVIDIA (NVDA), Boeing (BA), 3M (MMM), Netflix (NFLX), Globus Medical (GMED), Aerovironment (AVAV).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></description><guid isPermaLink="false">78901938-05d5-11f1-b4a0-3771f6d02091</guid><pubDate>Fri, 13 Mar 2026 21:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707642/arml5471565444.mp3" length="59417917" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says...</itunes:subtitle><itunes:summary><![CDATA[GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says about the economy and what we’re going as investors.     Travis Hoium, Lou Whiteman, and Jason Moser discuss:    - Q4 2025 GDP data  - Uber’s autonomous momentum  - Adobe’s earnings  - Executive free agents  - Stocks on our radar    Companies discussed: Alphabet (GOOG), Adobe (ADBE), Tesla (TSLA), Target (TGT), Costco (COST), Best Buy (BBY), Apple (AAPL), Amazon (AMZN), NVIDIA (NVDA), Boeing (BA), 3M (MMM), Netflix (NFLX), Globus Medical (GMED), Aerovironment (AVAV).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></itunes:summary><itunes:duration>2468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Atlassian’s Layoffs are AI-Inspired</title><link>https://www.spreaker.com/episode/atlassian-s-layoffs-are-ai-inspired--75707632</link><description><![CDATA[Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that. Plus, some napkin math on the Strategic Petroleum Reserve release and Dollar General’s most recent earnings    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Altassian’s Layoffs  - The challenges facing SaaS companies in an age of efficiency  - Assessing the impact of the SPR release and how it changes our investing approach  - Dollar General’s earnings and its ongoing turnaround project    Companies discussed: TEAM, XYZ, DG, FIVE, WMT, TGT    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">787085b4-05d5-11f1-b4a0-c7312fcf06ba</guid><pubDate>Thu, 12 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707632/arml6734480972.mp3" length="37654203" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that. Plus, some napkin math on the Strategic Petroleum...</itunes:subtitle><itunes:summary><![CDATA[Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that. Plus, some napkin math on the Strategic Petroleum Reserve release and Dollar General’s most recent earnings    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Altassian’s Layoffs  - The challenges facing SaaS companies in an age of efficiency  - Assessing the impact of the SPR release and how it changes our investing approach  - Dollar General’s earnings and its ongoing turnaround project    Companies discussed: TEAM, XYZ, DG, FIVE, WMT, TGT    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1561</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Who in Big Tech Is Ready for Agentic AI?</title><link>https://www.spreaker.com/episode/who-in-big-tech-is-ready-for-agentic-ai--75707485</link><description><![CDATA[Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Amazon goes after Perplexity’s agents  - Meta’s scattered AI strategy  - Oracle earnings    Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL).    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]]></description><guid isPermaLink="false">784ece74-05d5-11f1-b4a0-efd5f208f144</guid><pubDate>Wed, 11 Mar 2026 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707485/arml9505452165.mp3" length="26970890" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its...</itunes:subtitle><itunes:summary><![CDATA[Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Amazon goes after Perplexity’s agents  - Meta’s scattered AI strategy  - Oracle earnings    Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL).    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]]></itunes:summary><itunes:duration>1116</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Exciting (But Crowded) Opportunities</title><link>https://www.spreaker.com/episode/exciting-but-crowded-opportunities--75707637</link><description><![CDATA[A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype.     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - What space investments look exciting  - Areas of the sector that are overcrowded  - Why they are cautious about buying into the nuclear hype  - Investing stories they are following right now    Companies discussed: MOG.A, SES, OKLO, SMR, HHH, JOBY, ACHR    Host: Tyler Crowe  Guests: Lou Whiteman, Matt Frankel  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]]></description><guid isPermaLink="false">78312068-05d5-11f1-b4a0-6bb90a72b71e</guid><pubDate>Tue, 10 Mar 2026 20:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707637/arml9781190303.mp3" length="33838832" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype.     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - What space investments look exciting  - Areas of the sector that are...</itunes:subtitle><itunes:summary><![CDATA[A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype.     Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:  - What space investments look exciting  - Areas of the sector that are overcrowded  - Why they are cautious about buying into the nuclear hype  - Investing stories they are following right now    Companies discussed: MOG.A, SES, OKLO, SMR, HHH, JOBY, ACHR    Host: Tyler Crowe  Guests: Lou Whiteman, Matt Frankel  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]]></itunes:summary><itunes:duration>1402</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Surging Oil Prices Spark Market Jitters</title><link>https://www.spreaker.com/episode/surging-oil-prices-spark-market-jitters--75707608</link><description><![CDATA[The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team also talks about how trends in semiconductors are reshaping the S&amp;P 500, as well as looking at why Hims and Hers stock is soaring.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Oil’s rapid price increase and market jitters.  -The S&amp;P 500 reshuffling.  -Trends in AI and data centers.  -Hims and Hers stock’s big jump.    Companies discussed: OXY, VRT, LITE, COHR, SATS, MTCH, MOH, LW, PAYC, ORCL, HIMS, NVO    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">780ee516-05d5-11f1-b4a0-4324baed5e99</guid><pubDate>Mon, 09 Mar 2026 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707608/arml5216595250.mp3" length="29667587" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team also talks about how trends in semiconductors are...</itunes:subtitle><itunes:summary><![CDATA[The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team also talks about how trends in semiconductors are reshaping the S&amp;P 500, as well as looking at why Hims and Hers stock is soaring.    Jon Quast, Matt Frankel, and Rachel Warren discuss:    -Oil’s rapid price increase and market jitters.  -The S&amp;P 500 reshuffling.  -Trends in AI and data centers.  -Hims and Hers stock’s big jump.    Companies discussed: OXY, VRT, LITE, COHR, SATS, MTCH, MOH, LW, PAYC, ORCL, HIMS, NVO    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1229</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A New Kind of Intelligence</title><link>https://www.spreaker.com/episode/a-new-kind-of-intelligence--75707574</link><description><![CDATA[What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new book, AQ: A New Kind of Intelligence for a World That's Always Changing.     Host: Rachel Warren   Guest: Liz Tran   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">77f115f4-05d5-11f1-b4a0-33abbf7dd72d</guid><pubDate>Sun, 08 Mar 2026 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707574/arml2713447902.mp3" length="34481815" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new book, AQ: A New Kind of Intelligence for a World...</itunes:subtitle><itunes:summary><![CDATA[What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new book, AQ: A New Kind of Intelligence for a World That's Always Changing.     Host: Rachel Warren   Guest: Liz Tran   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Much Should You Have in the Stock Market?</title><link>https://www.spreaker.com/episode/how-much-should-you-have-in-the-stock-market--75707695</link><description><![CDATA[One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of our 2026 Financial Planning Challenge, Amanda Kish joins host Robert Brokamp to discuss:-Risk capacity vs. risk tolerance-How factors such as your job and your past behavior could influence your portfolio-Biases that may result in sub-optimal decisions-Broad allocation guidance to consider-Recommended tools for tracking and analyzing your portfolioHost: Robert Brokamp, CFP®Guest: Amanda Kish, CFP®, CFAEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">77d12212-05d5-11f1-b4a0-1bf043bd7eda</guid><pubDate>Sat, 07 Mar 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707695/arml1665390412.mp3" length="30195416" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of our 2026 Financial Planning Challenge, Amanda Kish...</itunes:subtitle><itunes:summary><![CDATA[One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of our 2026 Financial Planning Challenge, Amanda Kish joins host Robert Brokamp to discuss:-Risk capacity vs. risk tolerance-How factors such as your job and your past behavior could influence your portfolio-Biases that may result in sub-optimal decisions-Broad allocation guidance to consider-Recommended tools for tracking and analyzing your portfolioHost: Robert Brokamp, CFP®Guest: Amanda Kish, CFP®, CFAEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1251</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What We’re Doing (or Not Doing) as the Market Drops</title><link>https://www.spreaker.com/episode/what-we-re-doing-or-not-doing-as-the-market-drops--75707531</link><description><![CDATA[The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what we’re doing (or not doing) in today’s market. Then we deep dive into an unloved company, Disney.    Travis Hoium, Emily Flippen, and Lou Whiteman discuss:    - Iran, the market, and what we’re doing now  - Broadcom earnings  - Disney deep dive  - Stocks on our radar    Companies discussed: Stantech (STN), Honeywell (HON), Disney (DIS), Broadcom (AVGO), NVIDIA (NVDA).    Host: Travis Hoium  Guests: Emily Flippen, Lou Whiteman  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]]></description><guid isPermaLink="false">77b2a788-05d5-11f1-b4a0-bf3f004eca59</guid><pubDate>Fri, 06 Mar 2026 21:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707531/arml9423458078.mp3" length="59810605" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what we’re doing (or not doing) in today’s market. Then we deep dive into an unloved company, Disney.    Travis...</itunes:subtitle><itunes:summary><![CDATA[The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what we’re doing (or not doing) in today’s market. Then we deep dive into an unloved company, Disney.    Travis Hoium, Emily Flippen, and Lou Whiteman discuss:    - Iran, the market, and what we’re doing now  - Broadcom earnings  - Disney deep dive  - Stocks on our radar    Companies discussed: Stantech (STN), Honeywell (HON), Disney (DIS), Broadcom (AVGO), NVIDIA (NVDA).    Host: Travis Hoium  Guests: Emily Flippen, Lou Whiteman  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]]></itunes:summary><itunes:duration>2484</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Broadcom’s CEO said What?</title><link>https://www.spreaker.com/episode/broadcom-s-ceo-said-what--75707614</link><description><![CDATA[Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom’s earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort’s attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements 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.]]></description><guid isPermaLink="false">77931a58-05d5-11f1-b4a0-0bfecec33896</guid><pubDate>Thu, 05 Mar 2026 21:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707614/arml2705540613.mp3" length="33121696" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related...</itunes:subtitle><itunes:summary><![CDATA[Broadcom hasn’t been the first company on investor’s minds when it comes to AI Infrastructure, but CEO Hock Tan was certainly making the case that it should after the company’s first quarter earnings report. Between its anticipated surge in AI related revenue and its plans to say ahead of supply chain shortages, Broadcom wants to be mentioned in the same sentence with NVIDIA.Tyler Crowe, Matt Frankel, and Jon Quast discuss:- Broadcom’s earnings- Better Buy: Broadcom vs. NVIDIA- The signal vs. the noise in stock buybacks- Vail Resort’s attempts to lure in Gen ZCompanies discussed: AVGO, NVDA, BRK-B, TTD, MTNHost: Tyler CroweGuests: Matt Frankel, Jon QuastEngineer: Bart ShannonAdvertisements 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.]]></itunes:summary><itunes:duration>1372</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Does Apple Have a New Hit On Its Hands?</title><link>https://www.spreaker.com/episode/does-apple-have-a-new-hit-on-its-hands--75707626</link><description><![CDATA[Apple has introduced a number of new products this week, including a new phone and displays. But the Macbook Neo is a low-cost Mac that could make the company’s PCs more popular for kids and families. Whether it moves the needle for the stock will take time to tell.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Apple’s new products  - Does AI need new hardware  - Are airline stocks in trouble?    Companies discussed: Apple (AAPL), Delta (DAL), American Airlines (AAL), United (UAL).    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]]></description><guid isPermaLink="false">7774a848-05d5-11f1-b4a0-43ce567a4f88</guid><pubDate>Wed, 04 Mar 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707626/arml2918182025.mp3" length="29156378" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Apple has introduced a number of new products this week, including a new phone and displays. But the Macbook Neo is a low-cost Mac that could make the company’s PCs more popular for kids and families. Whether it moves the needle for the stock will...</itunes:subtitle><itunes:summary><![CDATA[Apple has introduced a number of new products this week, including a new phone and displays. But the Macbook Neo is a low-cost Mac that could make the company’s PCs more popular for kids and families. Whether it moves the needle for the stock will take time to tell.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Apple’s new products  - Does AI need new hardware  - Are airline stocks in trouble?    Companies discussed: Apple (AAPL), Delta (DAL), American Airlines (AAL), United (UAL).    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]]></itunes:summary><itunes:duration>1207</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oil Jumps &amp; Stocks Drop – What’s Next?</title><link>https://www.spreaker.com/episode/oil-jumps-stocks-drop-what-s-next--75707656</link><description><![CDATA[The market is dropping and oil is up today as the Middle East continues to be on investors’ minds. But is this a panic the market will get over or the kind of action that will push the economy into recession?    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:  - Rising oil prices and today’s market  - Target’s ho hum business  - Do insider buys really matter?    Companies discussed: Target (TGT), SoFi (SOFI), Shift4 (FOUR), ServiceNow (NOW).    Host: Travis Hoium  Guests: Lou Whiteman, Matt Frankel  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]]></description><guid isPermaLink="false">7755dfbc-05d5-11f1-b4a0-7f75a73cc575</guid><pubDate>Tue, 03 Mar 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707656/arml7482794056.mp3" length="28281044" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market is dropping and oil is up today as the Middle East continues to be on investors’ minds. But is this a panic the market will get over or the kind of action that will push the economy into recession?    Travis Hoium, Lou Whiteman, and Matt...</itunes:subtitle><itunes:summary><![CDATA[The market is dropping and oil is up today as the Middle East continues to be on investors’ minds. But is this a panic the market will get over or the kind of action that will push the economy into recession?    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:  - Rising oil prices and today’s market  - Target’s ho hum business  - Do insider buys really matter?    Companies discussed: Target (TGT), SoFi (SOFI), Shift4 (FOUR), ServiceNow (NOW).    Host: Travis Hoium  Guests: Lou Whiteman, Matt Frankel  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]]></itunes:summary><itunes:duration>1171</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>NASA Doubles Down on the Moon</title><link>https://www.spreaker.com/episode/nasa-doubles-down-on-the-moon--75707653</link><description><![CDATA[The Motley Fool’s Hidden Gems team discusses some of its favorite investing principles, using Berkshire Hathaway as an example. After digging into Berkshire’s latest update, the team turns to discussing some of its favorite investing trends, which includes AI infrastructure spending and the modern space race.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Berkshire Hathaway’s leadership transition  -Greg Abel’s first letter to shareholders  -OpenAI’s historic funding round  -NASA’s updated timeline for its Artemis missions    Companies discussed: BRK.A, BRK.B, NVDA, AMZN, LMT, BA, NOC, LUNR, KTOS    Host: Jon Quast  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">77380794-05d5-11f1-b4a0-5799b7955978</guid><pubDate>Mon, 02 Mar 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707653/arml3069558811.mp3" length="29486961" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Motley Fool’s Hidden Gems team discusses some of its favorite investing principles, using Berkshire Hathaway as an example. After digging into Berkshire’s latest update, the team turns to discussing some of its favorite investing trends, which...</itunes:subtitle><itunes:summary><![CDATA[The Motley Fool’s Hidden Gems team discusses some of its favorite investing principles, using Berkshire Hathaway as an example. After digging into Berkshire’s latest update, the team turns to discussing some of its favorite investing trends, which includes AI infrastructure spending and the modern space race.    Jon Quast, Matt Frankel, and Rachel Warren discuss:  -Berkshire Hathaway’s leadership transition  -Greg Abel’s first letter to shareholders  -OpenAI’s historic funding round  -NASA’s updated timeline for its Artemis missions    Companies discussed: BRK.A, BRK.B, NVDA, AMZN, LMT, BA, NOC, LUNR, KTOS    Host: Jon Quast  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1221</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with IBM CFO Jim Kavanaugh</title><link>https://www.spreaker.com/episode/interview-with-ibm-cfo-jim-kavanaugh--75707563</link><description><![CDATA[AI, hybrid cloud, and quantum - three big shifts happening at IBM. Motley Fool co-founder Tom Gardner and Motley Fool contributor Matt Frankel recently talked with IBM CFO Jim Kavanaugh about the new IBM.    Host: Tom Gardner, Matt Frankel  Guest: Jim Kavanaugh  Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">7715bfea-05d5-11f1-b4a0-ebb425f72821</guid><pubDate>Sun, 01 Mar 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707563/arml7450288808.mp3" length="41573076" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AI, hybrid cloud, and quantum - three big shifts happening at IBM. Motley Fool co-founder Tom Gardner and Motley Fool contributor Matt Frankel recently talked with IBM CFO Jim Kavanaugh about the new IBM.    Host: Tom Gardner, Matt Frankel  Guest: Jim...</itunes:subtitle><itunes:summary><![CDATA[AI, hybrid cloud, and quantum - three big shifts happening at IBM. Motley Fool co-founder Tom Gardner and Motley Fool contributor Matt Frankel recently talked with IBM CFO Jim Kavanaugh about the new IBM.    Host: Tom Gardner, Matt Frankel  Guest: Jim Kavanaugh  Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1725</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Matters About Market History, and the Worldwide Bull Market</title><link>https://www.spreaker.com/episode/what-matters-about-market-history-and-the-worldwide-bull-market--75707713</link><description><![CDATA[Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which past trends are likely to persist? Robert Brokamp speaks with Ryan Detrick, the Chief Market Strategist at Carson Group and a regular source of insightful and fun stats about stocks.Also in this episode:-Markets all over the world are in a bull market, and a record number of stocks in the S&amp;P 500 are outperforming the index-Mortgage rates drop to four-year lows as home price growth slows-How many calendar years has the stock market declined more than 10%?-Tackle your financial tasks by having a “financial health week” as we recently did at The Motley FoolHost: Robert BrokampGuest: Ryan DetrickEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">6e9d963c-038f-11f1-ad30-d34f6d7e6f0e</guid><pubDate>Sat, 28 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707713/arml2285184454.mp3" length="31599568" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which past trends are likely to persist? Robert Brokamp...</itunes:subtitle><itunes:summary><![CDATA[Investors believe that the stock market is the best path to long-term wealth, and the historical data backs them up. But how much does history matter in an ever-changing investing landscape, and which past trends are likely to persist? Robert Brokamp speaks with Ryan Detrick, the Chief Market Strategist at Carson Group and a regular source of insightful and fun stats about stocks.Also in this episode:-Markets all over the world are in a bull market, and a record number of stocks in the S&amp;P 500 are outperforming the index-Mortgage rates drop to four-year lows as home price growth slows-How many calendar years has the stock market declined more than 10%?-Tackle your financial tasks by having a “financial health week” as we recently did at The Motley FoolHost: Robert BrokampGuest: Ryan DetrickEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1309</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Paramount Gets Warner Bros. Discovery, But Netflix Comes Out a Winner</title><link>https://www.spreaker.com/episode/paramount-gets-warner-bros-discovery-but-netflix-comes-out-a-winner--75707474</link><description><![CDATA[Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be on the block.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Paramount wins WBD  - NVIDIA’s “disappointing” quarter  - Earnings roundup  - Joby and Uber  - Stocks on our radar    Companies discussed: Rocket Lab (RKLB), Mercadolibre (MELI), Netflix (NFLX), Warner Bros Discovery (WBD), NVIDIA (NVDA), Alphabet (GOOG, GOOGL), The Trade Desk (TTD), Snowflake (SNOW), Joby (JOBY), Uber (UBER), Doordash (DASH), Lyft (LYFT), Spotify (SPOT), Live Nation (LYV), Disney (DIS), New York Time (NYT), Garmin (GRMN), Peloton (PTON), Berkshire Hathaway (BRK-B, BRK-A), PayPal (PYPL).    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]]></description><guid isPermaLink="false">6e82afca-038f-11f1-ad30-67db36a64f90</guid><pubDate>Fri, 27 Feb 2026 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707474/arml5586065188.mp3" length="59352895" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be on the block.    Travis Hoium, Lou Whiteman, and...</itunes:subtitle><itunes:summary><![CDATA[Paramount has won the bidding war for Warner Bros. Discovery, but it was Netflix stock that soared on the news. We cover the latest in buyout news and give some ideas for more companies that should be on the block.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Paramount wins WBD  - NVIDIA’s “disappointing” quarter  - Earnings roundup  - Joby and Uber  - Stocks on our radar    Companies discussed: Rocket Lab (RKLB), Mercadolibre (MELI), Netflix (NFLX), Warner Bros Discovery (WBD), NVIDIA (NVDA), Alphabet (GOOG, GOOGL), The Trade Desk (TTD), Snowflake (SNOW), Joby (JOBY), Uber (UBER), Doordash (DASH), Lyft (LYFT), Spotify (SPOT), Live Nation (LYV), Disney (DIS), New York Time (NYT), Garmin (GRMN), Peloton (PTON), Berkshire Hathaway (BRK-B, BRK-A), PayPal (PYPL).    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]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>NVIDIA Posts Earnings. Wall Street Says “That’s It?”</title><link>https://www.spreaker.com/episode/nvidia-posts-earnings-wall-street-says-that-s-it--75707620</link><description><![CDATA[NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA’s earnings and investigates into some of the challenges for the future    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - NVIDIA’s earnings  - The evolving landscape for CPUs and GPUs  - The bull vs. bear look at MercadoLibre's earnings  - The Trade Desk’s quarterly results    Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">6e654386-038f-11f1-ad30-13e6784fc050</guid><pubDate>Thu, 26 Feb 2026 21:52:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707620/arml6241676572.mp3" length="33002256" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down...</itunes:subtitle><itunes:summary><![CDATA[NVIDIA has been the belle of the quarterly earnings ball for quite some time. Investors have been waiting to see how much NIVIDA beat earnings estimates. Even though earnings did beat expectations, the market reaction was “meh”. The gang breaks down NVIDIA’s earnings and investigates into some of the challenges for the future    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - NVIDIA’s earnings  - The evolving landscape for CPUs and GPUs  - The bull vs. bear look at MercadoLibre's earnings  - The Trade Desk’s quarterly results    Companies discussed: NVDA, AMD, GOOG, MELI, AMZN, TTD, WMT, ROKU    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1367</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Who Pays for PayPal?</title><link>https://www.spreaker.com/episode/who-pays-for-paypal--75707413</link><description><![CDATA[The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Potential buyers for PayPal  - Axon earnings  - Cava Earnings    Companies discussed: PayPal (PYPL), Adyen, Axon (AXON), Cava (CAVA).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Kristi Waterworth    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]]></description><guid isPermaLink="false">6e47a880-038f-11f1-ad30-fb9eb12a45f6</guid><pubDate>Wed, 25 Feb 2026 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707413/arml1280569938.mp3" length="28605029" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Potential buyers...</itunes:subtitle><itunes:summary><![CDATA[The market is buzzing with rumors of companies interested in buying Paypal. We look into whether there’s fire behind the smoke. We also cover earnings from Axon and Cava.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Potential buyers for PayPal  - Axon earnings  - Cava Earnings    Companies discussed: PayPal (PYPL), Adyen, Axon (AXON), Cava (CAVA).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Kristi Waterworth    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]]></itunes:summary><itunes:duration>1184</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Party Like it’s 2027</title><link>https://www.spreaker.com/episode/party-like-it-s-2027--75707623</link><description><![CDATA[Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willing to give up our Fool card for. There’s also a look at how we think the percolating market matters of today will play out a year from now.    They unpack:  - Unlikely stocks that they are championing right now.    - Potential buyout chatter for PayPal.   - What comes next for the Warner Bros. Discovery romcom love triangle?    Companies discussed: LOB, UPBD, HIMS, PYPL, WBD, NFLX, PSKY     Host: Rick Munarriz,   Guests: Jason Hall, Travis Hoium  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]]></description><guid isPermaLink="false">6e2a0316-038f-11f1-ad30-2759b694a5a8</guid><pubDate>Tue, 24 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707623/arml2542300345.mp3" length="26322257" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willing to give up our Fool card for. There’s also a...</itunes:subtitle><itunes:summary><![CDATA[Why does the shortest month of the year sometimes feel like the longest? Today on Motley Fool Money, Rick Munarriz and fellow analysts Jason Hall and Travis Hoium, dive into stocks that they are willing to give up our Fool card for. There’s also a look at how we think the percolating market matters of today will play out a year from now.    They unpack:  - Unlikely stocks that they are championing right now.    - Potential buyout chatter for PayPal.   - What comes next for the Warner Bros. Discovery romcom love triangle?    Companies discussed: LOB, UPBD, HIMS, PYPL, WBD, NFLX, PSKY     Host: Rick Munarriz,   Guests: Jason Hall, Travis Hoium  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]]></itunes:summary><itunes:duration>1089</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Disruption Stories: The 2 Stocks Our Analysts Think Could Be Most At Risk</title><link>https://www.spreaker.com/episode/disruption-stories-the-2-stocks-our-analysts-think-could-be-most-at-risk--75707410</link><description><![CDATA[We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift.    Asit Sharma, David Meier, and Tim Beyers discuss:  - Disruption stories from history.  - The three signs of disruption and why they matter now more than ever.  - Two companies that may be at serious risk for disruption now and for the long term.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: FIG, TOST, CRM, HUBS, TTD    Host: Tim Beyers  Guests: Asit Sharma, David Meier  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]]></description><guid isPermaLink="false">6e0fd41e-038f-11f1-ad30-f790ab78f353</guid><pubDate>Mon, 23 Feb 2026 21:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707410/arml2189480521.mp3" length="36427739" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift.    Asit Sharma, David...</itunes:subtitle><itunes:summary><![CDATA[We look back at stories of companies that were disrupted -- Siebel Systems and Apple (NASDAQ: AAPL( -- to better understand how disruption emerges and whether history can be a guide for disruption during the AI paradigm shift.    Asit Sharma, David Meier, and Tim Beyers discuss:  - Disruption stories from history.  - The three signs of disruption and why they matter now more than ever.  - Two companies that may be at serious risk for disruption now and for the long term.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: FIG, TOST, CRM, HUBS, TTD    Host: Tim Beyers  Guests: Asit Sharma, David Meier  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]]></itunes:summary><itunes:duration>1510</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Spot Winning Innovation</title><link>https://www.spreaker.com/episode/how-to-spot-winning-innovation--75707445</link><description><![CDATA[What’s the key to successful and enduring innovation? Motley Fool contributor Rachel Warren talks with innovation consultant Lorraine Marchand, author of No Fear, No Failure, about the "Five Cs" of innovation and how investors can distinguish between reckless risks and intelligent failure.     Host: Rachel Warren   Guest: Lorraine Marchand   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">6df2abaa-038f-11f1-ad30-a308229648ef</guid><pubDate>Sun, 22 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707445/arml1385371877.mp3" length="34313256" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What’s the key to successful and enduring innovation? Motley Fool contributor Rachel Warren talks with innovation consultant Lorraine Marchand, author of No Fear, No Failure, about the "Five Cs" of innovation and how investors can distinguish between...</itunes:subtitle><itunes:summary><![CDATA[What’s the key to successful and enduring innovation? Motley Fool contributor Rachel Warren talks with innovation consultant Lorraine Marchand, author of No Fear, No Failure, about the "Five Cs" of innovation and how investors can distinguish between reckless risks and intelligent failure.     Host: Rachel Warren   Guest: Lorraine Marchand   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1422</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Investment Accounts for Kids</title><link>https://www.spreaker.com/episode/investment-accounts-for-kids--75707617</link><description><![CDATA[One of the most powerful gifts you can give a child is a head start on building wealth. Plus, it gives you the opportunity to teach the next generation all about the ups and downs of investing – in real time. However, choosing the right account for a kid can be surprisingly complex. Robert Brokamp discusses the pros and cons of five of the most common options, including the new Trump accounts.Also in this episode:-International stocks are off to a stellar start in 2026, outperforming U.S. stocks by the biggest margin since 1995-The data center buildout to support the AI arms race is driving up electricity prices, and may have the same impact on home prices-A recent report identified three criteria that tend to make a stock market downturn more likely-Include your pet in your estate plan to ensure she or he goes to the caring home of your choice (and not a shelter), and set aside money for expensesHost: Robert BrokampEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">6dd8901c-038f-11f1-ad30-2f3387743c48</guid><pubDate>Sat, 21 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707617/arml6142597906.mp3" length="31614133" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>One of the most powerful gifts you can give a child is a head start on building wealth. Plus, it gives you the opportunity to teach the next generation all about the ups and downs of investing – in real time. However, choosing the right account for a...</itunes:subtitle><itunes:summary><![CDATA[One of the most powerful gifts you can give a child is a head start on building wealth. Plus, it gives you the opportunity to teach the next generation all about the ups and downs of investing – in real time. However, choosing the right account for a kid can be surprisingly complex. Robert Brokamp discusses the pros and cons of five of the most common options, including the new Trump accounts.Also in this episode:-International stocks are off to a stellar start in 2026, outperforming U.S. stocks by the biggest margin since 1995-The data center buildout to support the AI arms race is driving up electricity prices, and may have the same impact on home prices-A recent report identified three criteria that tend to make a stock market downturn more likely-Include your pet in your estate plan to ensure she or he goes to the caring home of your choice (and not a shelter), and set aside money for expensesHost: Robert BrokampEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1310</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs News &amp; Markets in Chaos</title><link>https://www.spreaker.com/episode/tariffs-news-markets-in-chaos--75707816</link><description><![CDATA[President Trump’s tariffs have been overturned, throwing the market into even more chaos in 2026. We discuss our initial thoughts and go through Doordash’s results and what new technologies we think are game-changers long-term.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Trump tariffs, GLP data, and inflation  - Walmart’s earnings  - Doordash’s results  - Real/Not Real  - Stocks on our radar    Companies discussed: Walmart (WMT), Tesla (TSLA), Doordash (DASH) Hims &amp; Hers (HIMS), Lucid (LCID), Mobileye (MBLY), Alphabet (GOOG, GOOGL).    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]]></description><guid isPermaLink="false">6dbda360-038f-11f1-ad30-bf523d7e7145</guid><pubDate>Fri, 20 Feb 2026 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707816/arml8918632172.mp3" length="59610745" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>President Trump’s tariffs have been overturned, throwing the market into even more chaos in 2026. We discuss our initial thoughts and go through Doordash’s results and what new technologies we think are game-changers long-term.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[President Trump’s tariffs have been overturned, throwing the market into even more chaos in 2026. We discuss our initial thoughts and go through Doordash’s results and what new technologies we think are game-changers long-term.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Trump tariffs, GLP data, and inflation  - Walmart’s earnings  - Doordash’s results  - Real/Not Real  - Stocks on our radar    Companies discussed: Walmart (WMT), Tesla (TSLA), Doordash (DASH) Hims &amp; Hers (HIMS), Lucid (LCID), Mobileye (MBLY), Alphabet (GOOG, GOOGL).    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]]></itunes:summary><itunes:duration>2476</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Earnings, Earnings, and (You Guessed it) More Earnings</title><link>https://www.spreaker.com/episode/earnings-earnings-and-you-guessed-it-more-earnings--75707462</link><description><![CDATA[Earnings results are flooding in from companies across numerous industries Some look great, some look ok, and some the market didn’t like one bit. Today, we break down earnings results from several consumer companies to see spending trends, the gang gets into a spirited back and forth about insurance company Lemonade, and we try to figure out what spooked the market about Klarna’s results.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Earnings results from Walmart, Booking Holdings, Etsy, and Ebay  - Ebay’s acquisition of Etsy’s Depop business.  - The bull and bear case on Lemonade  - Klarna’s big stock drop    Companies discussed: WMT, BKNG, ETSY, EBAY, AMZN, LMND, PGR, KLAR    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">6da38ca0-038f-11f1-ad30-170944a67aed</guid><pubDate>Thu, 19 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707462/arml5542453670.mp3" length="33630707" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings results are flooding in from companies across numerous industries Some look great, some look ok, and some the market didn’t like one bit. Today, we break down earnings results from several consumer companies to see spending trends, the gang...</itunes:subtitle><itunes:summary><![CDATA[Earnings results are flooding in from companies across numerous industries Some look great, some look ok, and some the market didn’t like one bit. Today, we break down earnings results from several consumer companies to see spending trends, the gang gets into a spirited back and forth about insurance company Lemonade, and we try to figure out what spooked the market about Klarna’s results.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Earnings results from Walmart, Booking Holdings, Etsy, and Ebay  - Ebay’s acquisition of Etsy’s Depop business.  - The bull and bear case on Lemonade  - Klarna’s big stock drop    Companies discussed: WMT, BKNG, ETSY, EBAY, AMZN, LMND, PGR, KLAR    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1394</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Warren Buffett’s Last Hurrah</title><link>https://www.spreaker.com/episode/warren-buffett-s-last-hurrah--75707680</link><description><![CDATA[We got the final filing of Berkshire Hathaway’s stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix’s latest saga buying Warner Bros. Discovery and why homebuilders are building fewer homes.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Buffet’s final stock buys  - Netflix gives Paramount one more shot  - Homebuilder trends    Companies discussed: Toll Brothers (TOL), Apple (AAPL), Netflix (NFLX), Warner Bros. Discovery (WBD).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Kristi Waterworth    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]]></description><guid isPermaLink="false">6d8a1b12-038f-11f1-ad30-133b032e381c</guid><pubDate>Wed, 18 Feb 2026 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707680/arml2083115522.mp3" length="27527127" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We got the final filing of Berkshire Hathaway’s stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix’s latest saga buying Warner Bros. Discovery and why...</itunes:subtitle><itunes:summary><![CDATA[We got the final filing of Berkshire Hathaway’s stock holdings this week and it once again showed Warren Buffett selling tech stocks to buy consumer goods companies. Then we discussed Netflix’s latest saga buying Warner Bros. Discovery and why homebuilders are building fewer homes.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Buffet’s final stock buys  - Netflix gives Paramount one more shot  - Homebuilder trends    Companies discussed: Toll Brothers (TOL), Apple (AAPL), Netflix (NFLX), Warner Bros. Discovery (WBD).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Kristi Waterworth    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]]></itunes:summary><itunes:duration>1139</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Three Stocks for a Tougher Economy</title><link>https://www.spreaker.com/episode/three-stocks-for-a-tougher-economy--75707602</link><description><![CDATA[In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Dan Caplinger as each gives a stock pick they think can outperform in a “worst case” economic environment of rising inflation, lower-than-expected rate cuts, and slowing economic growth.    - Dan argues that Dollar General can keep delivering value to consumers  - Sanmeet introduces us to a company that is “fitting” into the mold   - Emily wraps up with a pitch for a pest-control parent company     Companies discussed: PLNT, DG, ROL    Host: Emily Flippen, Dan Caplinger, Sanmeet Deo  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]]></description><guid isPermaLink="false">6d7077ca-038f-11f1-ad30-8b5a6b9907ab</guid><pubDate>Tue, 17 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707602/arml5197086888.mp3" length="27104551" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Dan Caplinger as each gives a stock pick they think can outperform in a “worst case” economic environment of rising inflation, lower-than-expected rate...</itunes:subtitle><itunes:summary><![CDATA[In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Dan Caplinger as each gives a stock pick they think can outperform in a “worst case” economic environment of rising inflation, lower-than-expected rate cuts, and slowing economic growth.    - Dan argues that Dollar General can keep delivering value to consumers  - Sanmeet introduces us to a company that is “fitting” into the mold   - Emily wraps up with a pitch for a pest-control parent company     Companies discussed: PLNT, DG, ROL    Host: Emily Flippen, Dan Caplinger, Sanmeet Deo  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]]></itunes:summary><itunes:duration>1122</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Unity and Zillow Resilient Brands?</title><link>https://www.spreaker.com/episode/are-unity-and-zillow-resilient-brands--75707665</link><description><![CDATA[Why do companies with strong consumer appeal tend to outperform? The team breaks down the elements of a resilient brand and then uses that lends to discuss recent financial results from Unity Software (NYSEL U) and Zillow Group (NASDAQ: Z).    Alicia Alfiere, Rick Munarriz, and Tim Beyers discuss:  - The thinking behind David Gardner's fifth trait of a Rule Breaker: strong consumer appeal.  - The world's most valuable brands and what makes the best brands resilient.  - What fresh results from Unity Software and Zillow say about the resiliency of their brands.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AMZN, MSFT, AAPL, U, Z    Host: Tim Beyers  Guests: Alicia Alfiere, 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.    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]]></description><guid isPermaLink="false">6d529a84-038f-11f1-ad30-cbb1f5f167ab</guid><pubDate>Mon, 16 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707665/arml8897891539.mp3" length="31880665" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why do companies with strong consumer appeal tend to outperform? The team breaks down the elements of a resilient brand and then uses that lends to discuss recent financial results from Unity Software (NYSEL U) and Zillow Group (NASDAQ: Z).    Alicia...</itunes:subtitle><itunes:summary><![CDATA[Why do companies with strong consumer appeal tend to outperform? The team breaks down the elements of a resilient brand and then uses that lends to discuss recent financial results from Unity Software (NYSEL U) and Zillow Group (NASDAQ: Z).    Alicia Alfiere, Rick Munarriz, and Tim Beyers discuss:  - The thinking behind David Gardner's fifth trait of a Rule Breaker: strong consumer appeal.  - The world's most valuable brands and what makes the best brands resilient.  - What fresh results from Unity Software and Zillow say about the resiliency of their brands.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AMZN, MSFT, AAPL, U, Z    Host: Tim Beyers  Guests: Alicia Alfiere, 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.    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]]></itunes:summary><itunes:duration>1321</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Thriving with Anxiety</title><link>https://www.spreaker.com/episode/thriving-with-anxiety--75707655</link><description><![CDATA[How can we harness our anxiety in everything from parenting to investing? Motley Fool analyst Jason Moser talks with psychologist Dr. David Rosmarin, author of Thriving with Anxiety: Nine Tools To Make Your Anxiety Work for You.     Host: Jason Moser  Guest: Dr. David Rosmarin  Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">6d34d602-038f-11f1-ad30-c75b7514acb4</guid><pubDate>Sun, 15 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707655/arml4000450116.mp3" length="34572035" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>How can we harness our anxiety in everything from parenting to investing? Motley Fool analyst Jason Moser talks with psychologist Dr. David Rosmarin, author of Thriving with Anxiety: Nine Tools To Make Your Anxiety Work for You.     Host: Jason Moser...</itunes:subtitle><itunes:summary><![CDATA[How can we harness our anxiety in everything from parenting to investing? Motley Fool analyst Jason Moser talks with psychologist Dr. David Rosmarin, author of Thriving with Anxiety: Nine Tools To Make Your Anxiety Work for You.     Host: Jason Moser  Guest: Dr. David Rosmarin  Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1433</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Couple’s Financial Manifesto, Revisited</title><link>https://www.spreaker.com/episode/a-couple-s-financial-manifesto-revisited--75707670</link><description><![CDATA[It’s Valentine’s Day, and there’s nothing more romantic than talking about money with your partner. Well, maybe not. But it is important because studies show that financial acrimony can lead to marital disharmony.  Soon after they got married, Motley Fool Money host Robert Brokamp and his wife, Elizabeth, wrote what they called their financial manifesto – an agreement about how they’d manage money as a couple. Twenty-six years and four kids later, Robert and Elizabeth discuss what was in it, what worked, and what didn't.Also in this episode:-The dowdy Dow has its day, crossing 50,000 and beating the S&amp;P 500 and the Nasdaq over the past few months-The job market is giving mixed signals, with the unemployment rate dropping – but so are job openings-The CBO projects that Uncle Sam’s debt-to-GDP ratio will exceed its all-time high over the coming years-Send us your tips, tricks, and recommendations for monitoring your finances and maintaining money harmony as a coupleHost: Robert BrokampGuest: Elizabeth BrokampEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">6d19dbfe-038f-11f1-ad30-dfd2c5b201a8</guid><pubDate>Sat, 14 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707670/arml8959992474.mp3" length="30728520" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s Valentine’s Day, and there’s nothing more romantic than talking about money with your partner. Well, maybe not. But it is important because studies show that financial acrimony can lead to marital disharmony.  Soon after they got married, Motley...</itunes:subtitle><itunes:summary><![CDATA[It’s Valentine’s Day, and there’s nothing more romantic than talking about money with your partner. Well, maybe not. But it is important because studies show that financial acrimony can lead to marital disharmony.  Soon after they got married, Motley Fool Money host Robert Brokamp and his wife, Elizabeth, wrote what they called their financial manifesto – an agreement about how they’d manage money as a couple. Twenty-six years and four kids later, Robert and Elizabeth discuss what was in it, what worked, and what didn't.Also in this episode:-The dowdy Dow has its day, crossing 50,000 and beating the S&amp;P 500 and the Nasdaq over the past few months-The job market is giving mixed signals, with the unemployment rate dropping – but so are job openings-The CBO projects that Uncle Sam’s debt-to-GDP ratio will exceed its all-time high over the coming years-Send us your tips, tricks, and recommendations for monitoring your finances and maintaining money harmony as a coupleHost: Robert BrokampGuest: Elizabeth BrokampEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1273</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Week's Growth Wasn’t Enough For Wall Street</title><link>https://www.spreaker.com/episode/the-week-s-growth-wasn-t-enough-for-wall-street--75707671</link><description><![CDATA[We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of trucking and logistics stock this week, plus stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:    - The top earnings reports of the week.  - Artificial intelligence coming for trucking stocks?  - We debate: Value or falling knife?  - Stocks on our radar    Companies discussed: Shopify (SHOP), Workday (WDAY), Adobe (ADBE), Spotify (SPOT), Pinterest (PINS), Intuit (INTU) Cloudflare (NET), Airbnb (ABNB), Ferrari (RACE).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></description><guid isPermaLink="false">6cfc4a8a-038f-11f1-ad30-a73220fa7ae9</guid><pubDate>Fri, 13 Feb 2026 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707671/arml2570309890.mp3" length="59619833" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of...</itunes:subtitle><itunes:summary><![CDATA[We saw a rush of earnings reports this week and while results looked solid, stocks often cratered on fear of AI and disruption. We discuss our takeaways and where there may be value for investors. Then we discuss how a tiny company took a bite out of trucking and logistics stock this week, plus stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:    - The top earnings reports of the week.  - Artificial intelligence coming for trucking stocks?  - We debate: Value or falling knife?  - Stocks on our radar    Companies discussed: Shopify (SHOP), Workday (WDAY), Adobe (ADBE), Spotify (SPOT), Pinterest (PINS), Intuit (INTU) Cloudflare (NET), Airbnb (ABNB), Ferrari (RACE).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></itunes:summary><itunes:duration>2477</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Shopify’s Whiplash Day</title><link>https://www.spreaker.com/episode/shopify-s-whiplash-day--75707654</link><description><![CDATA[It looked like Shopify’s stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call. The gang discusses why management’s comments had such a profound effect on the stock. Plus, a look at Moderna after the recent FDA approval and stocks on our radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - The market’s sharp reaction to Shopify’s earnings  - e-commerce in the era of agentic commerce  - The FDA’s refusal to review Moderna’s new flu vaccine  - Stocks on our radar    Companies discussed: SHOP, AMZN, GOOG, PINS, WMT, MRNA, TREX, CROX, SAFRY    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">6ce18042-038f-11f1-ad30-27a412d65fb3</guid><pubDate>Thu, 12 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707654/arml4102961413.mp3" length="34495151" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It looked like Shopify’s stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call. The gang discusses why management’s comments had...</itunes:subtitle><itunes:summary><![CDATA[It looked like Shopify’s stock was headed for a great day when it reported earnings, only for the stock to give up all its gains and then some when management started talking on the conference call. The gang discusses why management’s comments had such a profound effect on the stock. Plus, a look at Moderna after the recent FDA approval and stocks on our radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - The market’s sharp reaction to Shopify’s earnings  - e-commerce in the era of agentic commerce  - The FDA’s refusal to review Moderna’s new flu vaccine  - Stocks on our radar    Companies discussed: SHOP, AMZN, GOOG, PINS, WMT, MRNA, TREX, CROX, SAFRY    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1430</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Subscription Prices Are Going Up Again</title><link>https://www.spreaker.com/episode/subscription-prices-are-going-up-again--75707676</link><description><![CDATA[Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will disrupt the company.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Spotify and subscription price increases  - Retail sales  - Unity’s 30% haircut    Companies discussed: Spotify (SPOT), Netflix (NFLX), Disney (DIS), Unity (U).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Kristi Waterworth    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]]></description><guid isPermaLink="false">6cc6345e-038f-11f1-ad30-0bbe0035e37f</guid><pubDate>Wed, 11 Feb 2026 22:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707676/arml9614337761.mp3" length="23997922" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will disrupt the company.    Travis Hoium, Lou Whiteman,...</itunes:subtitle><itunes:summary><![CDATA[Subscription prices are going up across the board and that may be the norm for the foreseeable future. Then we discuss the state of retail spending and why Unity’s stock dropped 30% on fear AI will disrupt the company.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:    - Spotify and subscription price increases  - Retail sales  - Unity’s 30% haircut    Companies discussed: Spotify (SPOT), Netflix (NFLX), Disney (DIS), Unity (U).    Host: Travis Hoium  Guests: Lou Whiteman, Rachel Warren  Engineer: Dan Boyd, Kristi Waterworth    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]]></itunes:summary><itunes:duration>992</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rule Breaker Earnings Roundup</title><link>https://www.spreaker.com/episode/rule-breaker-earnings-roundup--75707647</link><description><![CDATA[In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. They discuss:    - How Spotify continues to convert free to paid users, and how monetization efforts are evolving in a more cost-conscious environment   - Whether or not DataDog’s usage-based business model is under threat as software companies see pullbacks across the board  - Ferrari’s attempt to reassure investors that it has growth left in it, even as its EV ambitions evolve    Companies discussed: SPOT, DDOG, RACE    Host: Emily Flippen, Jason Hall, Toby Bordelon  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]]></description><guid isPermaLink="false">6caa690e-038f-11f1-ad30-4fe1639e9c91</guid><pubDate>Tue, 10 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707647/arml4276607475.mp3" length="33081317" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. They discuss:    - How Spotify continues to convert...</itunes:subtitle><itunes:summary><![CDATA[In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Toby Bordelon to break down earnings from three of the most volatile Rule-Breaking stocks out there. They discuss:    - How Spotify continues to convert free to paid users, and how monetization efforts are evolving in a more cost-conscious environment   - Whether or not DataDog’s usage-based business model is under threat as software companies see pullbacks across the board  - Ferrari’s attempt to reassure investors that it has growth left in it, even as its EV ambitions evolve    Companies discussed: SPOT, DDOG, RACE    Host: Emily Flippen, Jason Hall, Toby Bordelon  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]]></itunes:summary><itunes:duration>1371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Capex Is Off the Charts: Who Stands to Lose?</title><link>https://www.spreaker.com/episode/ai-capex-is-off-the-charts-who-stands-to-lose--75707622</link><description><![CDATA[Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Beyers to talk through the numbers and name two that may be at risk.    Jason Hall, Travis Hoium, and Tim Beyers discuss:  - Fallout from quarterly reports from Kyndryl (KD) and monday..com (MNDY) and what may be next for both.  - Why the capex spending won't slow anytime soon.  - Whether the debt-fueled growth at CoreWeave (CRWV) and Oracle (ORCL) is sustainable over the long term.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: KD, MNDY, GOOG, AMZN, CRWV, ORCL    Host: Tim Beyers  Guests: Jason Hall, Travis Hoium  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]]></description><guid isPermaLink="false">6c8f7cde-038f-11f1-ad30-3737d93c32cd</guid><pubDate>Mon, 09 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707622/arml5537168943.mp3" length="37877396" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Beyers to talk through the numbers and name two that...</itunes:subtitle><itunes:summary><![CDATA[Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending tech titans? Jason Hall and Travis Hoium join Tim Beyers to talk through the numbers and name two that may be at risk.    Jason Hall, Travis Hoium, and Tim Beyers discuss:  - Fallout from quarterly reports from Kyndryl (KD) and monday..com (MNDY) and what may be next for both.  - Why the capex spending won't slow anytime soon.  - Whether the debt-fueled growth at CoreWeave (CRWV) and Oracle (ORCL) is sustainable over the long term.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: KD, MNDY, GOOG, AMZN, CRWV, ORCL    Host: Tim Beyers  Guests: Jason Hall, Travis Hoium  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]]></itunes:summary><itunes:duration>1571</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years</title><link>https://www.spreaker.com/episode/2-go-to-market-indicators-6-stock-ideas-for-the-next-5-years--75707686</link><description><![CDATA[Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ideas for the next five years.     Hosts: Andy Cross   Guest: Tom Gardner   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">f7d3268a-038d-11f1-ba90-f730b491fb3c</guid><pubDate>Sun, 08 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707686/arml5417676343.mp3" length="35165169" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ideas for the next five years.     Hosts: Andy Cross ...</itunes:subtitle><itunes:summary><![CDATA[Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from the dot-com bubble. Plus, Tom shares six stock ideas for the next five years.     Hosts: Andy Cross   Guest: Tom Gardner   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1458</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Take Control of Your Cash Flow, and Energy Stocks on Fire</title><link>https://www.spreaker.com/episode/take-control-of-your-cash-flow-and-energy-stocks-on-fire--75707684</link><description><![CDATA[Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert’s nickname at The Motley Fool) explain how to calculate and automate the amounts you need to pay off your debts, build a safety net, and save enough to accomplish your financial goals.Also in this episode:-While many tech stocks struggle, energy stocks are gushing-The bond market has struggled mightily since the pandemic, but the future looks brighter-Cisco finally surpasses its previous high reached in March of 2000-Accomplish the financial tasks that are sticking in your craw – your bottom line and your peace of mind will thank youHost: Robert BrokampGuest: Stephanie MariniEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">0daaa284-0380-11f1-96b7-b3b51b702fec</guid><pubDate>Sat, 07 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707684/arml5459268056.mp3" length="30280880" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert’s nickname at The Motley Fool) explain how to calculate and automate the amounts you...</itunes:subtitle><itunes:summary><![CDATA[Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie and Bro (Robert’s nickname at The Motley Fool) explain how to calculate and automate the amounts you need to pay off your debts, build a safety net, and save enough to accomplish your financial goals.Also in this episode:-While many tech stocks struggle, energy stocks are gushing-The bond market has struggled mightily since the pandemic, but the future looks brighter-Cisco finally surpasses its previous high reached in March of 2000-Accomplish the financial tasks that are sticking in your craw – your bottom line and your peace of mind will thank youHost: Robert BrokampGuest: Stephanie MariniEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1254</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech’s $650 Billion Bet on AI</title><link>https://www.spreaker.com/episode/big-tech-s-650-billion-bet-on-ai--75707706</link><description><![CDATA[What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on.     Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Big tech’s $650 billion bet on AI  - This week’s SaaS-pocalypse  - We play Gold, Silver, and Bronze  - Stocks on our radar    Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Microsoft (MSFT), Meta Platforms (META), Coupang (CPNG), Cava (CAVA), Chipotle (CMG), Starbucks (SBUX), Portillo’s (PTLO), Texas Roadhouse (TXRH), Markel (MKL).    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]]></description><guid isPermaLink="false">6c737250-038f-11f1-ad30-636909d36291</guid><pubDate>Fri, 06 Feb 2026 22:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707706/arml4752152546.mp3" length="59352621" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on.     Travis...</itunes:subtitle><itunes:summary><![CDATA[What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s both enthusiasm and fear about this much spending, so we try to make sense of what’s going on.     Travis Hoium, Lou Whiteman, and Jon Quast discuss:    - Big tech’s $650 billion bet on AI  - This week’s SaaS-pocalypse  - We play Gold, Silver, and Bronze  - Stocks on our radar    Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Microsoft (MSFT), Meta Platforms (META), Coupang (CPNG), Cava (CAVA), Chipotle (CMG), Starbucks (SBUX), Portillo’s (PTLO), Texas Roadhouse (TXRH), Markel (MKL).    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]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Did Anthropic Just Give Investors Another “DeepSeek Moment?”</title><link>https://www.spreaker.com/episode/did-anthropic-just-give-investors-another-deepseek-moment--75707357</link><description><![CDATA[Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This “DeepSeek Moment” caused investors to rethink their assumptions. The rapid rise of enterprise AI tools appears to have investors rethinking things again.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Which stocks may be more safe  - Sudden shifts in the job market  - How the economy impacts our investing  - Stocks on our radar    Companies discussed: CRWD, TOST, UPS, AMZN, POWL, ZS, GDDY    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">866d2bfa-020f-11f1-a99d-336efb5994a7</guid><pubDate>Thu, 05 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707357/arml9048446711.mp3" length="31672222" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the...</itunes:subtitle><itunes:summary><![CDATA[Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of the market’s reaction to DeepSeek in 2025 – a Chinese startup that seemed like it could deliver the same AI capabilities with a fraction of the hardware requirements. This “DeepSeek Moment” caused investors to rethink their assumptions. The rapid rise of enterprise AI tools appears to have investors rethinking things again.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Which stocks may be more safe  - Sudden shifts in the job market  - How the economy impacts our investing  - Stocks on our radar    Companies discussed: CRWD, TOST, UPS, AMZN, POWL, ZS, GDDY    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1312</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Disney Has Its CEO</title><link>https://www.spreaker.com/episode/disney-has-its-ceo--75707730</link><description><![CDATA[Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Disney’s new CEO- Bob Iger’s legacy- Chipotle’s declining results- The Big Pharma GLP-1 battleCompanies discussed: Novo Nordisk (NOVO), Eli Lilly (LLY), Disney (DIS), Chipotle (CMG).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Dan Boyd, Kristi Waterworth    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]]></description><guid isPermaLink="false">fc9266ca-020e-11f1-b100-abae3b3c34d4</guid><pubDate>Wed, 04 Feb 2026 21:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707730/arml4322238067.mp3" length="25982075" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.Travis...</itunes:subtitle><itunes:summary><![CDATA[Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the company may be setup for success. Then, we cover Chipotle’s earnings and the latest in GLP-1s.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:- Disney’s new CEO- Bob Iger’s legacy- Chipotle’s declining results- The Big Pharma GLP-1 battleCompanies discussed: Novo Nordisk (NOVO), Eli Lilly (LLY), Disney (DIS), Chipotle (CMG).Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: Dan Boyd, Kristi Waterworth    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]]></itunes:summary><itunes:duration>1075</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When AI Starts Building the Game</title><link>https://www.spreaker.com/episode/when-ai-starts-building-the-game--75707715</link><description><![CDATA[Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Loren Horst to discuss:    - PayPal’s surprise CEO change, and whether a single-digit earnings multiple is an opportunity or a warning sign  - Alphabet’s Project Genie demo and what the concept of “prompt-to-play” could mean for the gaming industry   - Roblox’s push into premium advertising and whether or not the brand retains a moat     Companies discussed: PYPL, KSPI, RBLX, U, GOOGL, MSFT    Host: Emily Flippen, Jason Hall, Loren Horst  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]]></description><guid isPermaLink="false">df874492-0141-11f1-947c-7b2ad00e3c20</guid><pubDate>Tue, 03 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707715/arml3746511832.mp3" length="29790487" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Loren Horst to discuss:...</itunes:subtitle><itunes:summary><![CDATA[Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Loren Horst to discuss:    - PayPal’s surprise CEO change, and whether a single-digit earnings multiple is an opportunity or a warning sign  - Alphabet’s Project Genie demo and what the concept of “prompt-to-play” could mean for the gaming industry   - Roblox’s push into premium advertising and whether or not the brand retains a moat     Companies discussed: PYPL, KSPI, RBLX, U, GOOGL, MSFT    Host: Emily Flippen, Jason Hall, Loren Horst  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]]></itunes:summary><itunes:duration>1234</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Biotech Beat NVIDIA in 2025. Can It Do It Again?</title><link>https://www.spreaker.com/episode/biotech-beat-nvidia-in-2025-can-it-do-it-again--75707669</link><description><![CDATA[Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025?    Karl Thiel, Tom King, and Tim Beyers discuss:  - Slow rolling chaos at FDA and its effects on drug approvals.  - How to think about risk when investing in biotech.  - Earnings predictions for Lilly and Novo as well as a review of results from DNA researcher Twist Bioscience (NASDAQ: TWST).    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: RGNX, LLY, NVO, TWST    Host: Tim Beyers  Guests: Karl Thiel, 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]]></description><guid isPermaLink="false">724e2322-0075-11f1-90fb-8762c5b0a86a</guid><pubDate>Mon, 02 Feb 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707669/arml9816382819.mp3" length="34197145" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in...</itunes:subtitle><itunes:summary><![CDATA[Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Will they help the industry once again outperform AI champ NVIDIA (NASDAQ: NVDA), as the industry did in 2025?    Karl Thiel, Tom King, and Tim Beyers discuss:  - Slow rolling chaos at FDA and its effects on drug approvals.  - How to think about risk when investing in biotech.  - Earnings predictions for Lilly and Novo as well as a review of results from DNA researcher Twist Bioscience (NASDAQ: TWST).    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: RGNX, LLY, NVO, TWST    Host: Tim Beyers  Guests: Karl Thiel, 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]]></itunes:summary><itunes:duration>1417</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Droneshield CEO Oleg Vornik</title><link>https://www.spreaker.com/episode/interview-with-droneshield-ceo-oleg-vornik--75707643</link><description><![CDATA[Droneshield is an Australian-based defense technology company that specializes in counter-drone technology. Motley Fool co-founder and CEO Tom Gardner and Motley Fool data engineer Beegee Alop recently talked with Droneshield CEO Oleg Vornik about counterdrones, the civilian and military markets, and lessons on leadership.   Hosts: Tom Gardner, Beegee Alop  Guest: Oleg Vornik    Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">176abada-ff10-11f0-9586-f365e1f520a0</guid><pubDate>Sun, 01 Feb 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707643/arml6488138899.mp3" length="31689235" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Droneshield is an Australian-based defense technology company that specializes in counter-drone technology. Motley Fool co-founder and CEO Tom Gardner and Motley Fool data engineer Beegee Alop recently talked with Droneshield CEO Oleg Vornik about...</itunes:subtitle><itunes:summary><![CDATA[Droneshield is an Australian-based defense technology company that specializes in counter-drone technology. Motley Fool co-founder and CEO Tom Gardner and Motley Fool data engineer Beegee Alop recently talked with Droneshield CEO Oleg Vornik about counterdrones, the civilian and military markets, and lessons on leadership.   Hosts: Tom Gardner, Beegee Alop  Guest: Oleg Vornik    Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1313</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Two Retirement Experts Discuss How They’ll Decide When to Retire</title><link>https://www.spreaker.com/episode/two-retirement-experts-discuss-how-they-ll-decide-when-to-retire--75707467</link><description><![CDATA[After saving for retirement for decades, you’ll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with Fool contributor Dan Caplinger, both of whom are near retirement age, about how they’re approaching the decision of when to call it a career.Also in this episode:-December saw the highest number of home contract cancellations in several years-Home prices declined in November, a slowdown from the heady post-pandemic days of skyrocketing prices-A Bankrate study found that 75% of homes on the market are unaffordable to the median-income American household-Our favorite retirement calculatorsHost: Robert BrokampGuest: Dan CaplingerEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">cbdcd4b8-febf-11f0-8ec5-4bc1b256cd9d</guid><pubDate>Sat, 31 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707467/arml8567159565.mp3" length="34473155" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>After saving for retirement for decades, you’ll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with Fool contributor Dan Caplinger, both of whom are near retirement age, about how they’re approaching...</itunes:subtitle><itunes:summary><![CDATA[After saving for retirement for decades, you’ll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with Fool contributor Dan Caplinger, both of whom are near retirement age, about how they’re approaching the decision of when to call it a career.Also in this episode:-December saw the highest number of home contract cancellations in several years-Home prices declined in November, a slowdown from the heady post-pandemic days of skyrocketing prices-A Bankrate study found that 75% of homes on the market are unaffordable to the median-income American household-Our favorite retirement calculatorsHost: Robert BrokampGuest: Dan CaplingerEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can Elon Musk Form a Super-Company?</title><link>https://www.spreaker.com/episode/can-elon-musk-form-a-super-company--75707710</link><description><![CDATA[Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? Then, we cover the week’s big tech earnings and how Google is positioned for the future of AI.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - SpaceX and xAI’s potential merger  - Big tech earnings  - Dumpster diving in SaaS  - Google’s Chrome update    Companies discussed: The Trade Desk (TTD), Axon (AXON), Toast (TOST), Netflix (NFLX), Salesforce (CRM), ServiceNow (NOW), CH Robinson (CHRW), Mama’s Creations (MAMA), Tesla (TSLA), Alphabet (GOOG, GOOGL), Apple (AAPL), Microsoft (MSFT).    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.    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]]></description><guid isPermaLink="false">433b5eca-fe26-11f0-9bd3-8f9817b726c9</guid><pubDate>Fri, 30 Jan 2026 22:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707710/arml4068221638.mp3" length="59397104" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? Then, we cover the week’s big tech earnings and how Google is positioned for the future of AI....</itunes:subtitle><itunes:summary><![CDATA[Reports are swirling that Elon Musk is aiming to combine xAI and SpaceX ahead of the SpaceX IPO in 2026. What does that mean for Tesla shareholders? Then, we cover the week’s big tech earnings and how Google is positioned for the future of AI.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - SpaceX and xAI’s potential merger  - Big tech earnings  - Dumpster diving in SaaS  - Google’s Chrome update    Companies discussed: The Trade Desk (TTD), Axon (AXON), Toast (TOST), Netflix (NFLX), Salesforce (CRM), ServiceNow (NOW), CH Robinson (CHRW), Mama’s Creations (MAMA), Tesla (TSLA), Alphabet (GOOG, GOOGL), Apple (AAPL), Microsoft (MSFT).    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.    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]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla’s Daring Move</title><link>https://www.spreaker.com/episode/tesla-s-daring-move--75707662</link><description><![CDATA[For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Meta’s and Microsoft’s earnings.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Tesla’s earnings  - Elon Musk’s announcement that Tesla will discontinue production of the Model S and X.  - Meta’s massive capital spending plan  - Microsoft’s future getting closely tied to OpenAI  - Stocks on our radar    Companies discussed: TSLA, META, MSFT, GOOG, LUV, AAON, BMI    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">60a94a80-fd54-11f0-8db9-f338e3d329e5</guid><pubDate>Thu, 29 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707662/arml6753776849.mp3" length="32172261" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report looks like the sign that the company has picked a...</itunes:subtitle><itunes:summary><![CDATA[For several years, Tesla has been straddling the fence between an electric vehicle manufacturer and its ambition to pursue autonomous driving and humanoid robots. This most recent quarterly report looks like the sign that the company has picked a side. Plus, the ups and downs of Meta’s and Microsoft’s earnings.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Tesla’s earnings  - Elon Musk’s announcement that Tesla will discontinue production of the Model S and X.  - Meta’s massive capital spending plan  - Microsoft’s future getting closely tied to OpenAI  - Stocks on our radar    Companies discussed: TSLA, META, MSFT, GOOG, LUV, AAON, BMI    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1333</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Starbucks Is Back, But Is It a Buy?</title><link>https://www.spreaker.com/episode/starbucks-is-back-but-is-it-a-buy--75707372</link><description><![CDATA[Earnings season is in full swing and we’re here to break down Starbucks and GM, who reported earlier this week. After that, we’ll talk about why silver has skyrocketed in 2026 and what to expect from precious metals in the future.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Starbucks earnings  - GM Earnings  - GM’s autonomy plans  - Will silver’s run continue?    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]]></description><guid isPermaLink="false">e78cbb96-fc8b-11f0-b07a-775804972287</guid><pubDate>Wed, 28 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707372/arml9454458193.mp3" length="29764893" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings season is in full swing and we’re here to break down Starbucks and GM, who reported earlier this week. After that, we’ll talk about why silver has skyrocketed in 2026 and what to expect from precious metals in the future.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[Earnings season is in full swing and we’re here to break down Starbucks and GM, who reported earlier this week. After that, we’ll talk about why silver has skyrocketed in 2026 and what to expect from precious metals in the future.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Starbucks earnings  - GM Earnings  - GM’s autonomy plans  - Will silver’s run continue?    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]]></itunes:summary><itunes:duration>1233</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Owning the Operating System</title><link>https://www.spreaker.com/episode/owning-the-operating-system--75707666</link><description><![CDATA[In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss:  - Nvidia’s $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints   - How restaurant tech is pushing the limits on throughput   - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security    Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR    Host: Emily Flippen, Jason Hall, Asit Sharma  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]]></description><guid isPermaLink="false">50576608-fbc4-11f0-9980-3b7514c9e80f</guid><pubDate>Tue, 27 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707666/arml1626437953.mp3" length="31530853" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it....</itunes:subtitle><itunes:summary><![CDATA[In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to dive into three recent stories where the operating system underneath a business has started to matter more than the companies above it. They discuss:  - Nvidia’s $2 billion investment into CoreWeave and how AI infrastructure is colliding with physical constraints   - How restaurant tech is pushing the limits on throughput   - A rare-earth deal between private companies and the U.S. government highlighting what are issues of national security    Companies discussed: NVDA, CRWV, TOST, SHOP, CAVA, SG, WING, USAR    Host: Emily Flippen, Jason Hall, Asit Sharma  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]]></itunes:summary><itunes:duration>1306</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>It's the Big Tech Earnings Game! AAPL, META, MSFT</title><link>https://www.spreaker.com/episode/it-s-the-big-tech-earnings-game-aapl-meta-msft--75707704</link><description><![CDATA[Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets?  Hosts discuss + 3 bullet points of topics: Rick Munarriz and Sanmeet Deo:- Discuss Big Tech spending plans for 2026.- Review analyst expectations for AAPL, META, and MSFT.- Play a game of "beat, raise, or miss" and offer some other predictions.Don’t wait!     Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!  Tickers: Companies discussed: AAPL, META, MSFTHost: Rick MunarrizGuests: Sanmeet DeoProducer: Anand ChokkaveluEngineer: Bart Shannon  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 paid for the sponsorship of this episode.]]></description><guid isPermaLink="false">4084c4f8-fafe-11f0-b11b-2bedac9215bd</guid><pubDate>Mon, 26 Jan 2026 21:42:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707704/arml9945642163.mp3" length="23340818" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets?  Hosts discuss + 3 bullet points of topics: Rick Munarriz and...</itunes:subtitle><itunes:summary><![CDATA[Big Tech earnings are baaaaack. Apple (NASDAQ: AAPL), Meta (NASDAQ: META), and Microsoft (NASDAQ: MSFT) report earnings this week. Will they beat, raise, or miss the Street's targets?  Hosts discuss + 3 bullet points of topics: Rick Munarriz and Sanmeet Deo:- Discuss Big Tech spending plans for 2026.- Review analyst expectations for AAPL, META, and MSFT.- Play a game of "beat, raise, or miss" and offer some other predictions.Don’t wait!     Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!  Tickers: Companies discussed: AAPL, META, MSFTHost: Rick MunarrizGuests: Sanmeet DeoProducer: Anand ChokkaveluEngineer: Bart Shannon  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 paid for the sponsorship of this episode.]]></itunes:summary><itunes:duration>965</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Janus Henderson Investors Portfolio Manager Denny Fish</title><link>https://www.spreaker.com/episode/interview-with-janus-henderson-investors-portfolio-manager-denny-fish--75707726</link><description><![CDATA[Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with Fish about the investing landscape, AI, CES, and building resilient portfolios.     Hosts: Andy Cross, Asit Sharma   Guest: Denny Fish   Producer: Bart Shannon, Mac Greer   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 ]]></description><guid isPermaLink="false">354aa8a2-f958-11f0-8458-ffbef52ace52</guid><pubDate>Sun, 25 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707726/arml2848877782.mp3" length="31111343" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with Fish about the investing landscape, AI, CES, and...</itunes:subtitle><itunes:summary><![CDATA[Denny Fish is a Portfolio Manager for the Janice Henderson Investors Global Technology and Innovation Fund. Motley Fool Chief Investment Officer Andy Cross and analyst Asit Sharma recently talked with Fish about the investing landscape, AI, CES, and building resilient portfolios.     Hosts: Andy Cross, Asit Sharma   Guest: Denny Fish   Producer: Bart Shannon, Mac Greer   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 ]]></itunes:summary><itunes:duration>1289</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tax-Smart Retirement Planning and the Long-Term Return of Gold</title><link>https://www.spreaker.com/episode/tax-smart-retirement-planning-and-the-long-term-return-of-gold--75707717</link><description><![CDATA[Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp discusses how to choose the right account with financial planner and CPA Sean Mullaney, who writes the FITaxGuy blog and is the co-author, along with Cody Garrett, of “Tax Planning To and Through Early Retirement.”  Also in this episode:-The stock market is broadening, with small caps, value stocks, and international stocks outperforming U.S. large-cap stocks since November-Last week was the anniversary of gold hitting a then-record $850 in 1980, which was followed by a slump that lasted more than two decades-A new study estimates how much of the cost of tariffs has been absorbed by consumers, importers, and retailers-Now is the time to protect the money you’ll need in the next three to five years  Host: Robert BrokampGuest: Sean MullaneyEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">e4da1158-f8e6-11f0-8a78-2f1453fe9e7a</guid><pubDate>Sat, 24 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707717/arml2697800271.mp3" length="33630691" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp discusses how to choose the right account with...</itunes:subtitle><itunes:summary><![CDATA[Before you start socking away money for retirement, you'll need to pick an account type. But choose wisely— because it'll shape your tax bill today and potentially decades from now. Robert Brokamp discusses how to choose the right account with financial planner and CPA Sean Mullaney, who writes the FITaxGuy blog and is the co-author, along with Cody Garrett, of “Tax Planning To and Through Early Retirement.”  Also in this episode:-The stock market is broadening, with small caps, value stocks, and international stocks outperforming U.S. large-cap stocks since November-Last week was the anniversary of gold hitting a then-record $850 in 1980, which was followed by a slump that lasted more than two decades-A new study estimates how much of the cost of tariffs has been absorbed by consumers, importers, and retailers-Now is the time to protect the money you’ll need in the next three to five years  Host: Robert BrokampGuest: Sean MullaneyEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1394</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>FSD’s Big Week, Abel Makes a Mark on Berkshire, and 24/7 Trading</title><link>https://www.spreaker.com/episode/fsd-s-big-week-abel-makes-a-mark-on-berkshire-and-24-7-trading--75707697</link><description><![CDATA[Tesla’s robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel making a mark on Berkshire Hathaway, Apple’s chatbot, and 24/7 trading.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - FSD is here…kind of  - Greg Abel cleans house  - Apple’s Siri chatbot  - NYSE tokenizing stocks    Companies discussed: Tesla (TSLA), Disney (DIS), Microsoft (MSFT), Berkshire (BRK), Spotify (SPOT), Sysco (SYY), Rocket Lab (RKLB), Elf Beauty (ELF), Intercontinental Exchange (ICE), Apple (AAPL).    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]]></description><guid isPermaLink="false">394ecd88-f8a5-11f0-8a60-976e8c5695e6</guid><pubDate>Fri, 23 Jan 2026 21:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707697/arml5425799034.mp3" length="59829260" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tesla’s robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel making a mark on Berkshire Hathaway, Apple’s...</itunes:subtitle><itunes:summary><![CDATA[Tesla’s robotaxis are finally driving without a safety driver in the front seat (they are reportedly in a chase car) and we discussed the future business models for Tesla. Then, we covered Greg Abel making a mark on Berkshire Hathaway, Apple’s chatbot, and 24/7 trading.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - FSD is here…kind of  - Greg Abel cleans house  - Apple’s Siri chatbot  - NYSE tokenizing stocks    Companies discussed: Tesla (TSLA), Disney (DIS), Microsoft (MSFT), Berkshire (BRK), Spotify (SPOT), Sysco (SYY), Rocket Lab (RKLB), Elf Beauty (ELF), Intercontinental Exchange (ICE), Apple (AAPL).    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]]></itunes:summary><itunes:duration>2485</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2026: The Year of the Mega IPOs?</title><link>https://www.spreaker.com/episode/2026-the-year-of-the-mega-ipos--75707395</link><description><![CDATA[It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. SpaceX could be the first of many    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Rocket Lab’s test failure   - SpaceX’s IPO rumors and who could quickly follow  - Investing advice when analyzing IPOs  - IPOs on our radar    Companies discussed: RKLB, TSLA, EQPT    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">c633fca4-f7d9-11f0-b104-e7f0cb32e45f</guid><pubDate>Thu, 22 Jan 2026 21:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707395/arml9496586964.mp3" length="27074588" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this...</itunes:subtitle><itunes:summary><![CDATA[It only took us a couple of weeks into 2026, but it appears this year is shaping up to be the year that many of the largest private companies finally go public. It could start sooner than expected as SpaceX has hired bankers for a potential IPO this year. SpaceX could be the first of many    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Rocket Lab’s test failure   - SpaceX’s IPO rumors and who could quickly follow  - Investing advice when analyzing IPOs  - IPOs on our radar    Companies discussed: RKLB, TSLA, EQPT    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1121</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Good, The Bad, and the Unknown at Netflix</title><link>https://www.spreaker.com/episode/the-good-the-bad-and-the-unknown-at-netflix--75707745</link><description><![CDATA[Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the bond market, which is looming over the market today.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Netflix earnings  - Netflix going all-cash for WBD  - Bond markets in turmoil    Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD).    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]]></description><guid isPermaLink="false">91c2d7d6-f709-11f0-911b-070a993b36b8</guid><pubDate>Wed, 21 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707745/arml7798601927.mp3" length="31444243" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the bond market, which is looming over the market...</itunes:subtitle><itunes:summary><![CDATA[Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the bond market, which is looming over the market today.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Netflix earnings  - Netflix going all-cash for WBD  - Bond markets in turmoil    Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD).    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]]></itunes:summary><itunes:duration>1303</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Fast Casual Comeback Tour</title><link>https://www.spreaker.com/episode/the-fast-casual-comeback-tour--75707801</link><description><![CDATA[Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmeet Deo and Jason Hall to break down what has caused the rebound, how consumer tastes have changed, and if fast casual stocks are set up for continued strong performance in the year ahead.    Companies discussed: CAVA, CMG, SG, WING, EAT, SBUX, MAMA, JBFCF, YUM    Host: Emily Flippen, Sanmeet Deo, 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]]></description><guid isPermaLink="false">9d7187e0-f645-11f0-ab05-5f960507b76e</guid><pubDate>Tue, 20 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707801/arml3499881788.mp3" length="32328808" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmeet Deo and Jason Hall to break down what has caused...</itunes:subtitle><itunes:summary><![CDATA[Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmeet Deo and Jason Hall to break down what has caused the rebound, how consumer tastes have changed, and if fast casual stocks are set up for continued strong performance in the year ahead.    Companies discussed: CAVA, CMG, SG, WING, EAT, SBUX, MAMA, JBFCF, YUM    Host: Emily Flippen, Sanmeet Deo, 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]]></itunes:summary><itunes:duration>1340</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>TSM or NVDA: Who Ya Got?</title><link>https://www.spreaker.com/episode/tsm-or-nvda-who-ya-got--75707821</link><description><![CDATA[Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026?    Jason Hall, Travis Hoium, and Tim Beyers discuss:  - TSM's spectacular Q4 and capex spending plan.  - Which company tops the AI value chain: TSM or NVDA.  - Good corporate citizens in a nod to companies that exhibit the values espoused by Dr. Martin Luther King Jr., whom we honor today.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Tickers: Companies discussed: TSM, NVDA, SBGSY, HPE, HPQ    Host: Tim Beyers  Guests: Jason Hall, Travis Hoium  Producer: Anand Chokkavelu  Engineer: Dan Boyd]]></description><guid isPermaLink="false">956c1a8e-f563-11f0-a5d8-0f37142131a9</guid><pubDate>Mon, 19 Jan 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707821/arml4261035408.mp3" length="38394647" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026?    Jason Hall, Travis Hoium, and Tim Beyers discuss:  - TSM's spectacular Q4...</itunes:subtitle><itunes:summary><![CDATA[Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026?    Jason Hall, Travis Hoium, and Tim Beyers discuss:  - TSM's spectacular Q4 and capex spending plan.  - Which company tops the AI value chain: TSM or NVDA.  - Good corporate citizens in a nod to companies that exhibit the values espoused by Dr. Martin Luther King Jr., whom we honor today.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Tickers: Companies discussed: TSM, NVDA, SBGSY, HPE, HPQ    Host: Tim Beyers  Guests: Jason Hall, Travis Hoium  Producer: Anand Chokkavelu  Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1592</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Redwire CEO Peter Cannito</title><link>https://www.spreaker.com/episode/interview-with-redwire-ceo-peter-cannito--75707363</link><description><![CDATA[Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of Redwire.    Host: Lou Whiteman  Guest: Peter Cannito    Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">6ea91d66-f423-11f0-94d1-cf3f0f396bea</guid><pubDate>Sun, 18 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707363/arml7251676921.mp3" length="29338080" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of Redwire.    Host: Lou Whiteman  Guest: Peter...</itunes:subtitle><itunes:summary><![CDATA[Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of Redwire.    Host: Lou Whiteman  Guest: Peter Cannito    Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1215</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What to Know About a Stock’s Workforce</title><link>https://www.spreaker.com/episode/what-to-know-about-a-stock-s-workforce--75707724</link><description><![CDATA[The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses factors to consider with Dr. Ben Zweig, the CEO of Revelio Labs and the author “Job Architecture: Building a Language for Workforce Intelligence.”Also in this episode:  -The S&amp;P 500 has been an outstanding buy-and-hold investment, partially because the index is always changing-The Social Security trust fund will likely be depleted by 2032, so the U.S. senators who will be elected or re-elected this year will have a say in any potential solutions-The prices of many essential expenses are growing at rate above overall inflation while wage and job growth may be weakening-A study finds the optimal sitting-standing ratio to make you more comfortable and productive at work    Host: Robert BrokampGuest: Ben ZweigEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">026c3abe-f3b7-11f0-9ff3-57c8a0397117</guid><pubDate>Sat, 17 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707724/arml5244068108.mp3" length="29260812" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses factors to consider with Dr. Ben Zweig, the CEO of...</itunes:subtitle><itunes:summary><![CDATA[The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses factors to consider with Dr. Ben Zweig, the CEO of Revelio Labs and the author “Job Architecture: Building a Language for Workforce Intelligence.”Also in this episode:  -The S&amp;P 500 has been an outstanding buy-and-hold investment, partially because the index is always changing-The Social Security trust fund will likely be depleted by 2032, so the U.S. senators who will be elected or re-elected this year will have a say in any potential solutions-The prices of many essential expenses are growing at rate above overall inflation while wage and job growth may be weakening-A study finds the optimal sitting-standing ratio to make you more comfortable and productive at work    Host: Robert BrokampGuest: Ben ZweigEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1212</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Will Netflix Go All-Cash for WBD?</title><link>https://www.spreaker.com/episode/will-netflix-go-all-cash-for-wbd--75707714</link><description><![CDATA[Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We break it down.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Netflix offering all cash for WBD  - FSD’s monthly subscription  - Google’s new AI products  - Bank earnings    Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD), Tesla (TSLA), JPMorgan Chase (JPM), Alphabet (GOOG), Adobe (ADBE), The Trade Desk (TTD), Paypal (PYPL), Hims &amp; Hers (HIMS), Six Flags (FUN), Toast (TOST), L3 Harris (LHX).    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]]></description><guid isPermaLink="false">d2f0f8e0-f31d-11f0-9237-53f55440f975</guid><pubDate>Fri, 16 Jan 2026 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707714/arml9732961088.mp3" length="59404135" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We break it down.    Travis Hoium, Lou Whiteman, and Jon...</itunes:subtitle><itunes:summary><![CDATA[Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We break it down.    Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - Netflix offering all cash for WBD  - FSD’s monthly subscription  - Google’s new AI products  - Bank earnings    Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD), Tesla (TSLA), JPMorgan Chase (JPM), Alphabet (GOOG), Adobe (ADBE), The Trade Desk (TTD), Paypal (PYPL), Hims &amp; Hers (HIMS), Six Flags (FUN), Toast (TOST), L3 Harris (LHX).    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]]></itunes:summary><itunes:duration>2468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bank Profits Rise Amid Credit Card Uncertainty</title><link>https://www.spreaker.com/episode/bank-profits-rise-amid-credit-card-uncertainty--75707815</link><description><![CDATA[Matt Frankel, Tyler Crowe, and Jon Quast discuss:  - Earnings from six of the largest U.S. banks  - The president's proposed cap on credit card interest rates  - Stocks on our radar    Companies discussed: JPM, BAC, C, WFC, GS, MS, COF, SOFI, KLAR, FIVE, ASR    Host: Matt Frankel  Guests: Tyler Crowe, Jon Quast  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]]></description><guid isPermaLink="false">93d59eca-f257-11f0-bfce-0b8a8d32dd17</guid><pubDate>Thu, 15 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707815/arml6076594095.mp3" length="32525333" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Matt Frankel, Tyler Crowe, and Jon Quast discuss:  - Earnings from six of the largest U.S. banks  - The president's proposed cap on credit card interest rates  - Stocks on our radar    Companies discussed: JPM, BAC, C, WFC, GS, MS, COF, SOFI, KLAR,...</itunes:subtitle><itunes:summary><![CDATA[Matt Frankel, Tyler Crowe, and Jon Quast discuss:  - Earnings from six of the largest U.S. banks  - The president's proposed cap on credit card interest rates  - Stocks on our radar    Companies discussed: JPM, BAC, C, WFC, GS, MS, COF, SOFI, KLAR, FIVE, ASR    Host: Matt Frankel  Guests: Tyler Crowe, Jon Quast  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]]></itunes:summary><itunes:duration>1348</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google’s Hot Start to 2026</title><link>https://www.spreaker.com/episode/google-s-hot-start-to-2026--75707836</link><description><![CDATA[When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company also won a deal to power Apple’s Siri and announced a shopping protocol. It looks like 2026 may again be the year of Google.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Google powering Siri  - Google’s shopping protocol  - Delta’s results and the K-shaped economy    Companies discussed: Apple (AAPL), Alphabet (GOOG, GOOGL), Delta (DAL), United (UAL), Meta Platforms (META).    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]]></description><guid isPermaLink="false">df24a9da-f18e-11f0-ac9d-0b8115460474</guid><pubDate>Wed, 14 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707836/arml6914276279.mp3" length="32947864" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company also won a deal to power Apple’s Siri and announced...</itunes:subtitle><itunes:summary><![CDATA[When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company also won a deal to power Apple’s Siri and announced a shopping protocol. It looks like 2026 may again be the year of Google.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Google powering Siri  - Google’s shopping protocol  - Delta’s results and the K-shaped economy    Companies discussed: Apple (AAPL), Alphabet (GOOG, GOOGL), Delta (DAL), United (UAL), Meta Platforms (META).    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]]></itunes:summary><itunes:duration>1365</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>For Data Centers, Power is the New Real Estate (Literally)</title><link>https://www.spreaker.com/episode/for-data-centers-power-is-the-new-real-estate-literally--75707809</link><description><![CDATA[Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors can look for exposure without paying bubble prices.    Companies discussed: MSFT, AMZN, NEE, GOOGL, HPE, AAON, STRL, DLR, FIX, EME, AMT, EQIX, IRM, STN, SBGSY    Host: Emily Flippen, Dan Caplinger, Anders Bylund  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]]></description><guid isPermaLink="false">d9ba5256-f0c6-11f0-ab4b-2f5ad72a27c5</guid><pubDate>Tue, 13 Jan 2026 21:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707809/arml5364964969.mp3" length="32941893" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors...</itunes:subtitle><itunes:summary><![CDATA[Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildout, the risks of “overbuild,” and where investors can look for exposure without paying bubble prices.    Companies discussed: MSFT, AMZN, NEE, GOOGL, HPE, AAON, STRL, DLR, FIX, EME, AMT, EQIX, IRM, STN, SBGSY    Host: Emily Flippen, Dan Caplinger, Anders Bylund  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]]></itunes:summary><itunes:duration>1365</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Intel Hits a 52-Week High: Time to Buy?</title><link>https://www.spreaker.com/episode/intel-hits-a-52-week-high-time-to-buy--75707379</link><description><![CDATA[On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns.    Asit Sharma, Rick Munarriz, and Tim Beyers discuss:  - CEO Lip-Bu Tan's meeting with President Trump.  - Plans for advanced (or even AI) chipmaking on U.S. soil.  - The challenges of growing the foundry business versus the promises cooked into the current share price.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Tickers: Companies discussed: INTC, AMD, NVDA, TSM, ASML    Host: Tim Beyers  Guests: Asit Sharma, 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.    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]]></description><guid isPermaLink="false">66c149d2-effc-11f0-826a-1bfa6fc1bf70</guid><pubDate>Mon, 12 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707379/arml8591804378.mp3" length="31175353" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns.    Asit Sharma, Rick Munarriz, and Tim Beyers discuss:  -...</itunes:subtitle><itunes:summary><![CDATA[On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns.    Asit Sharma, Rick Munarriz, and Tim Beyers discuss:  - CEO Lip-Bu Tan's meeting with President Trump.  - Plans for advanced (or even AI) chipmaking on U.S. soil.  - The challenges of growing the foundry business versus the promises cooked into the current share price.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Tickers: Companies discussed: INTC, AMD, NVDA, TSM, ASML    Host: Tim Beyers  Guests: Asit Sharma, 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.    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]]></itunes:summary><itunes:duration>1291</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Zack Kass: The Next Renaissance</title><link>https://www.spreaker.com/episode/interview-with-zack-kass-the-next-renaissance--75707615</link><description><![CDATA[Zach Kass is a global AI advisor and former head of go-to-market at OpenAI, where he led the teams responsible for sales, partnerships and customer success. He was at OpenAI when the company launched ChatGPT in 2022. Motley Fool contributors Rachel Warren and Rich Lumelleau talk to Kass about his new book, The Next Renaissance: AI and the Expansion of Human Potential.    Host: Rachel Warren, Rich Lumulleau  Guest: Zack Kass    Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">608038ba-ed88-11f0-bb9b-6f8f79ab9b91</guid><pubDate>Sun, 11 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707615/arml9366009960.mp3" length="28840815" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Zach Kass is a global AI advisor and former head of go-to-market at OpenAI, where he led the teams responsible for sales, partnerships and customer success. He was at OpenAI when the company launched ChatGPT in 2022. Motley Fool contributors Rachel...</itunes:subtitle><itunes:summary><![CDATA[Zach Kass is a global AI advisor and former head of go-to-market at OpenAI, where he led the teams responsible for sales, partnerships and customer success. He was at OpenAI when the company launched ChatGPT in 2022. Motley Fool contributors Rachel Warren and Rich Lumelleau talk to Kass about his new book, The Next Renaissance: AI and the Expansion of Human Potential.    Host: Rachel Warren, Rich Lumulleau  Guest: Zack Kass    Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1194</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?</title><link>https://www.spreaker.com/episode/is-the-retirement-safe-withdrawal-rate-below-4-or-almost-6--75707873</link><description><![CDATA[The No. 1 financial goal for most Americans is retirement. Once they retire, their primary goal becomes not running out of money. Host Robert Brokamp discusses the pros, cons, and tradeoffs of various withdrawal strategies with Christine Benz, director of personal finance at Morningstar and co-author of a new report on retirement income.   Also in this episode:-Prepare for lower taxes in 2026 by having less withheld from your paycheck and contributing more to your investments-A recent Washington Post article argues that bigger houses lead to lower levels of happiness-The percentage of the global stock market that comes from U.S. stocks is near an all-time high, but non-U.S. stocks made up for lost ground in 2025-Listeners share their tips and tricks for staying on top of their investments and spending    Host: Robert BrokampGuest: Christine BenzEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">987acbca-ed7b-11f0-9a34-3fcede65b72e</guid><pubDate>Sat, 10 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707873/arml9149321252.mp3" length="34462446" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The No. 1 financial goal for most Americans is retirement. Once they retire, their primary goal becomes not running out of money. Host Robert Brokamp discusses the pros, cons, and tradeoffs of various withdrawal strategies with Christine Benz,...</itunes:subtitle><itunes:summary><![CDATA[The No. 1 financial goal for most Americans is retirement. Once they retire, their primary goal becomes not running out of money. Host Robert Brokamp discusses the pros, cons, and tradeoffs of various withdrawal strategies with Christine Benz, director of personal finance at Morningstar and co-author of a new report on retirement income.   Also in this episode:-Prepare for lower taxes in 2026 by having less withheld from your paycheck and contributing more to your investments-A recent Washington Post article argues that bigger houses lead to lower levels of happiness-The percentage of the global stock market that comes from U.S. stocks is near an all-time high, but non-U.S. stocks made up for lost ground in 2025-Listeners share their tips and tricks for staying on top of their investments and spending    Host: Robert BrokampGuest: Christine BenzEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1428</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Wall Street’s Wild Week to Start 2026</title><link>https://www.spreaker.com/episode/wall-street-s-wild-week-to-start-2026--75708270</link><description><![CDATA[The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t like, but this could be an opportunity long-term. We also touched on Alphabet potentially becoming the most valuable company in the world and what moonshots we’re interested in.    Travis Hoium, Jason Moser, and Lou Whiteman discuss:  - Pulse of the market  - $1.5 trillion for defense  - Alphabet passes Apple  - Crowdstrike’s acquisition    Companies discussed: Crowdstrike (CRWD), Alphabet (GOOG, GOOGL), Joby Aviation (JOBY), Archer Aviation (ACHR), AST Spacemobile (ASTS), Rocket Lab (RKLB).    Host: Travis Hoium  Guests: Jason Moser, Lou Whiteman  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]]></description><guid isPermaLink="false">c0bdbdba-eda6-11f0-a0ef-8fb93c4389db</guid><pubDate>Fri, 09 Jan 2026 22:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708270/arml3874048375.mp3" length="59394886" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t like, but this could be an opportunity long-term. We...</itunes:subtitle><itunes:summary><![CDATA[The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defense. Of course, there are strings attached, which investors don’t like, but this could be an opportunity long-term. We also touched on Alphabet potentially becoming the most valuable company in the world and what moonshots we’re interested in.    Travis Hoium, Jason Moser, and Lou Whiteman discuss:  - Pulse of the market  - $1.5 trillion for defense  - Alphabet passes Apple  - Crowdstrike’s acquisition    Companies discussed: Crowdstrike (CRWD), Alphabet (GOOG, GOOGL), Joby Aviation (JOBY), Archer Aviation (ACHR), AST Spacemobile (ASTS), Rocket Lab (RKLB).    Host: Travis Hoium  Guests: Jason Moser, Lou Whiteman  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]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>3 Bold Predictions to Start 2026</title><link>https://www.spreaker.com/episode/3-bold-predictions-to-start-2026--75707727</link><description><![CDATA[It’s the most wonderful time of the year. No, We’re not talking about the holdiays. We’re talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes on specific parts of the stock market along with three stocks on their radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Which AI company will reign supreme in 2026  - The case for the solar industry’s outperformance  - The long overdue revival of the housing market  - Stocks on our radar    Companies discussed: GOOG, FSLR, TSLA, GEV, GRBK, FND, ARRY, PLD    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">779707d8-ecd7-11f0-9961-e72f207e479d</guid><pubDate>Thu, 08 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707727/arml2305849265.mp3" length="29006921" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s the most wonderful time of the year. No, We’re not talking about the holdiays. We’re talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes on specific parts of the stock market along with...</itunes:subtitle><itunes:summary><![CDATA[It’s the most wonderful time of the year. No, We’re not talking about the holdiays. We’re talking about making stock investing predictions for 2026. This week, the team each give their 2026 hot takes on specific parts of the stock market along with three stocks on their radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - Which AI company will reign supreme in 2026  - The case for the solar industry’s outperformance  - The long overdue revival of the housing market  - Stocks on our radar    Companies discussed: GOOG, FSLR, TSLA, GEV, GRBK, FND, ARRY, PLD    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1201</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Investing Takeaways From CES 2026</title><link>https://www.spreaker.com/episode/big-investing-takeaways-from-ces-2026--75707733</link><description><![CDATA[CES is always an exciting time in tech because new productions – both realistic and crazy – are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the announcements at CES.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Uber and Lucid’s big reveal  - NVIDIA’s autonomy model  - Lego’s smart blocks  - Duds at CES    Companies discussed: Uber (UBER), NVIDIA (NVDA), Apple (AAPL).    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]]></description><guid isPermaLink="false">7c1621ae-ec05-11f0-bdae-ebb93e398a4b</guid><pubDate>Wed, 07 Jan 2026 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707733/arml2040376039.mp3" length="27421132" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>CES is always an exciting time in tech because new productions – both realistic and crazy – are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the announcements at CES.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[CES is always an exciting time in tech because new productions – both realistic and crazy – are introduced. This year, Uber and NVIDIA stole the headlines and we discuss what else we learned from the announcements at CES.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Uber and Lucid’s big reveal  - NVIDIA’s autonomy model  - Lego’s smart blocks  - Duds at CES    Companies discussed: Uber (UBER), NVIDIA (NVDA), Apple (AAPL).    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]]></itunes:summary><itunes:duration>1135</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Investor Outlook for 2026 and Beyond</title><link>https://www.spreaker.com/episode/ai-investor-outlook-for-2026-and-beyond--75707403</link><description><![CDATA[Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss:  - What real investors are doing: 9 in 10 AI investors plan to hold or add to AI stocks  - What changes are coming in 2026: faster, cheaper models, and accelerating adoption  - How to invest without over-indexing your portfolio to a volatile sector    Companies discussed: ALAB, MU, NVDA, AMD, PSTG, MSFT, AMZN, GOOGL    Access the The Motley Fool 2026 AI Investor Outlook Report here: fool.com/research/ai-investor-outlook    Host: Emily Flippen, Donato Riccio, Asit Sharma  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]]></description><guid isPermaLink="false">c3222f32-eb44-11f0-8f25-a38b50b4c21f</guid><pubDate>Tue, 06 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707403/arml8885522751.mp3" length="39315859" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss:  - What real investors are...</itunes:subtitle><itunes:summary><![CDATA[Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss:  - What real investors are doing: 9 in 10 AI investors plan to hold or add to AI stocks  - What changes are coming in 2026: faster, cheaper models, and accelerating adoption  - How to invest without over-indexing your portfolio to a volatile sector    Companies discussed: ALAB, MU, NVDA, AMD, PSTG, MSFT, AMZN, GOOGL    Access the The Motley Fool 2026 AI Investor Outlook Report here: fool.com/research/ai-investor-outlook    Host: Emily Flippen, Donato Riccio, Asit Sharma  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]]></itunes:summary><itunes:duration>1631</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>It’s a Small World After All</title><link>https://www.spreaker.com/episode/it-s-a-small-world-after-all--75707694</link><description><![CDATA[The first full trading week of 2026 got off to a caffeinated start. Today on Motley Fool Money, Rick Munarriz, with analysts Nick Sciple and Jon Quast, dive into the investing implications behind the capturing of Venezuelan President Nicolas Maduro over the weekend. There’s also a look at the bounce-back potential of Duolingo and Lululemon in 2026, as well as predictions for Disney in the coming year.     They unpack:  - What the shake-up in Venezuela means for investors.   - Reasons why Duolingo and Lululemon can bounce back after plummeting 46% each in 2025.   - How likely are Rick’s four predictions for Disney in 2026 to pan out.    Companies discussed: CVX, XOM, MELI, DUOL, LULU, DIS, WBD, NFLX      Host: Rick Munarriz, Jon Quast, Nick Sciple  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]]></description><guid isPermaLink="false">965df404-ea7c-11f0-bd89-dbf807ea0819</guid><pubDate>Mon, 05 Jan 2026 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707694/arml7827174747.mp3" length="28937610" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The first full trading week of 2026 got off to a caffeinated start. Today on Motley Fool Money, Rick Munarriz, with analysts Nick Sciple and Jon Quast, dive into the investing implications behind the capturing of Venezuelan President Nicolas Maduro...</itunes:subtitle><itunes:summary><![CDATA[The first full trading week of 2026 got off to a caffeinated start. Today on Motley Fool Money, Rick Munarriz, with analysts Nick Sciple and Jon Quast, dive into the investing implications behind the capturing of Venezuelan President Nicolas Maduro over the weekend. There’s also a look at the bounce-back potential of Duolingo and Lululemon in 2026, as well as predictions for Disney in the coming year.     They unpack:  - What the shake-up in Venezuela means for investors.   - Reasons why Duolingo and Lululemon can bounce back after plummeting 46% each in 2025.   - How likely are Rick’s four predictions for Disney in 2026 to pan out.    Companies discussed: CVX, XOM, MELI, DUOL, LULU, DIS, WBD, NFLX      Host: Rick Munarriz, Jon Quast, Nick Sciple  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]]></itunes:summary><itunes:duration>1198</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Zscaler Founder and CEO Jay Chaudhry</title><link>https://www.spreaker.com/episode/interview-with-zscaler-founder-and-ceo-jay-chaudhry--75707752</link><description><![CDATA[Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley Fool Chief Technology Officer Gaspare Bonventre, and Motley Fool Head of Cybersecurity Jeff Lovett recently talked with Jay Chaudhry about entrepreneurship, AI, and the business of Zscaler.     Host: Tom Gardner, Andy Cross, Gaspare Boventre, Jeff Lovett   Guest: Jay Chaudhry   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">1e275fae-e926-11f0-b2cc-b37df18290b4</guid><pubDate>Sun, 04 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707752/arml1403470846.mp3" length="39090681" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley Fool Chief Technology Officer Gaspare Bonventre, and...</itunes:subtitle><itunes:summary><![CDATA[Cloud security company Zscaler has racked up big returns for investors since going public in 2018. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, Motley Fool Chief Technology Officer Gaspare Bonventre, and Motley Fool Head of Cybersecurity Jeff Lovett recently talked with Jay Chaudhry about entrepreneurship, AI, and the business of Zscaler.     Host: Tom Gardner, Andy Cross, Gaspare Boventre, Jeff Lovett   Guest: Jay Chaudhry   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1621</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The 2026 Financial Planning Challenge</title><link>https://www.spreaker.com/episode/the-2026-financial-planning-challenge--75707810</link><description><![CDATA[The first Saturday episode of each month this year, we will focus on a key component of a financial plan – including spending, investing, insurance, retirement planning, estate planning, and taxes. If you follow along with us throughout 2026, you will end this year in the best financial shape possible — perhaps in the best shape you’ve ever been.First up is a healthy helping of “financial truth serum.”   Robert Brokamp speaks with Foolish colleague and Certified Financial Planner Amanda Kish about the five steps to documenting all you own, all you owe, and where your money is going:  1. Choose a when and how2. Complete your full financial inventory3. Track your spending for 30 days4. Calculate your personal net worth5. Establish your “Financial Baseline Summary”Have your own tips, tricks, tools, and recommendations for tracking your net worth, spending, and progress? Email them to podcasts@fool.com by Tues., Jan. 6, and we may read your suggestions the following episode.    Host: Robert BrokampGuest: Amanda KishEngineer: 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.  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]]></description><guid isPermaLink="false">f5b4c758-e45e-11f0-aade-d32278e4faed</guid><pubDate>Sat, 03 Jan 2026 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707810/arml5500422424.mp3" length="25556250" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The first Saturday episode of each month this year, we will focus on a key component of a financial plan – including spending, investing, insurance, retirement planning, estate planning, and taxes. If you follow along with us throughout 2026, you will...</itunes:subtitle><itunes:summary><![CDATA[The first Saturday episode of each month this year, we will focus on a key component of a financial plan – including spending, investing, insurance, retirement planning, estate planning, and taxes. If you follow along with us throughout 2026, you will end this year in the best financial shape possible — perhaps in the best shape you’ve ever been.First up is a healthy helping of “financial truth serum.”   Robert Brokamp speaks with Foolish colleague and Certified Financial Planner Amanda Kish about the five steps to documenting all you own, all you owe, and where your money is going:  1. Choose a when and how2. Complete your full financial inventory3. Track your spending for 30 days4. Calculate your personal net worth5. Establish your “Financial Baseline Summary”Have your own tips, tricks, tools, and recommendations for tracking your net worth, spending, and progress? Email them to podcasts@fool.com by Tues., Jan. 6, and we may read your suggestions the following episode.    Host: Robert BrokampGuest: Amanda KishEngineer: 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.  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]]></itunes:summary><itunes:duration>1057</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>An Investor’s Guide to 2026</title><link>https://www.spreaker.com/episode/an-investor-s-guide-to-2026--75707390</link><description><![CDATA[What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and Lou Whiteman discuss:  - The AI trade- How the economy is doing- What stocks will go up and down- Stocks on our radar    Companies discussed: NVIDIA (NVDA), Target (TGT), Chipotle (CMG), Intel (INTC), Lululemon (LULU), Nike (KNE), Tesla (TSLA), Alphabet (GOOG, GOOGL), Palantir (PLTR), Apple (AAPL), Amazon (AMZN), Airbnb (ABNB), Honeywell (HON), Novonordisk (NOVO).    Host: Travis HoiumGuests: Emily Flippen, Lou WhitemanEngineer: 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.]]></description><guid isPermaLink="false">e95e5184-e5b4-11f0-b1cc-f36c6a29622b</guid><pubDate>Fri, 02 Jan 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707390/arml3673144659.mp3" length="55892322" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and Lou Whiteman discuss:  - The AI trade- How the...</itunes:subtitle><itunes:summary><![CDATA[What does the new year bring to investors? We discussed the AI trade, how the economy is faring, and why commodities may not be place to look for opportunities today. Travis Hoium, Emily Flippen, and Lou Whiteman discuss:  - The AI trade- How the economy is doing- What stocks will go up and down- Stocks on our radar    Companies discussed: NVIDIA (NVDA), Target (TGT), Chipotle (CMG), Intel (INTC), Lululemon (LULU), Nike (KNE), Tesla (TSLA), Alphabet (GOOG, GOOGL), Palantir (PLTR), Apple (AAPL), Amazon (AMZN), Airbnb (ABNB), Honeywell (HON), Novonordisk (NOVO).    Host: Travis HoiumGuests: Emily Flippen, Lou WhitemanEngineer: 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.]]></itunes:summary><itunes:duration>2321</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Investing in 2026: A Plan You Can Stick With</title><link>https://www.spreaker.com/episode/investing-in-2026-a-plan-you-can-stick-with--75707867</link><description><![CDATA[Another profitable year is in the books for investors. Whether you invested in 2025 or are looking to get started, this episode is for you! Our hosts discuss some of the reasons why people struggle to make those New Year's resolutions work, and share tips on how they've built frameworks that can help you build a plan that works for you. Never made a resolution? Neither has one of today's hosts!    Companies discussed: LMND, NVDA, AMD, CELH, SHOP, DG    Host: Jason Hall, Jon Quast, Dan Caplinger  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]]></description><guid isPermaLink="false">5925e0fa-dc6d-11f0-a0ac-c740826d753a</guid><pubDate>Thu, 01 Jan 2026 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707867/arml8098730671.mp3" length="32063652" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Another profitable year is in the books for investors. Whether you invested in 2025 or are looking to get started, this episode is for you! Our hosts discuss some of the reasons why people struggle to make those New Year's resolutions work, and share...</itunes:subtitle><itunes:summary><![CDATA[Another profitable year is in the books for investors. Whether you invested in 2025 or are looking to get started, this episode is for you! Our hosts discuss some of the reasons why people struggle to make those New Year's resolutions work, and share tips on how they've built frameworks that can help you build a plan that works for you. Never made a resolution? Neither has one of today's hosts!    Companies discussed: LMND, NVDA, AMD, CELH, SHOP, DG    Host: Jason Hall, Jon Quast, Dan Caplinger  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]]></itunes:summary><itunes:duration>1328</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>3 Stocks We Love in 2026</title><link>https://www.spreaker.com/episode/3-stocks-we-love-in-2026--75707846</link><description><![CDATA[Are you looking for investment opportunities in 2026? So are we and we covered three stocks we love going into the year.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Why space is worth watching in 2026- Opportunities in healthcare- How Hims &amp; Hers is disrupting the healthcare industryCompanies discussed: Rocket Lab (RKLB), TransMedics (TMDX), Hims &amp; Hers (HIMS).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></description><guid isPermaLink="false">2c4d5750-e53e-11f0-b9aa-2b4018c3cf9a</guid><pubDate>Wed, 31 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707846/arml8372359957.mp3" length="33880650" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Are you looking for investment opportunities in 2026? So are we and we covered three stocks we love going into the year.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Why space is worth watching in 2026- Opportunities in healthcare- How...</itunes:subtitle><itunes:summary><![CDATA[Are you looking for investment opportunities in 2026? So are we and we covered three stocks we love going into the year.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Why space is worth watching in 2026- Opportunities in healthcare- How Hims &amp; Hers is disrupting the healthcare industryCompanies discussed: Rocket Lab (RKLB), TransMedics (TMDX), Hims &amp; Hers (HIMS).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></itunes:summary><itunes:duration>1404</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oil Glut, Wind Freeze, and Energy Policy in the Year Ahead</title><link>https://www.spreaker.com/episode/oil-glut-wind-freeze-and-energy-policy-in-the-year-ahead--75707731</link><description><![CDATA[Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026.     How geopolitics and sanctions may impact oil pricing in the year ahead    Whether or not the “energy transition” is still moving forward despite policy headwinds    How energy investors should be feeling heading into the New Year after a lackluster 2025   Companies discussed: FANG, EOG, XOM, CVX, PCCYF, SNPMF, ENB, ET, EPD, FLSR, SEDG, CWEN, BIP, BEP, NUE, CAT, D, EVRG, META, PSX    Host: Emily Flippen, Jason Hall, Keith SpeightsProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">8657d6ca-e5b7-11f0-b3bd-bf689e887ec2</guid><pubDate>Tue, 30 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707731/arml3300267469.mp3" length="30684073" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026.     How geopolitics and sanctions may impact oil pricing in the year...</itunes:subtitle><itunes:summary><![CDATA[Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026.     How geopolitics and sanctions may impact oil pricing in the year ahead    Whether or not the “energy transition” is still moving forward despite policy headwinds    How energy investors should be feeling heading into the New Year after a lackluster 2025   Companies discussed: FANG, EOG, XOM, CVX, PCCYF, SNPMF, ENB, ET, EPD, FLSR, SEDG, CWEN, BIP, BEP, NUE, CAT, D, EVRG, META, PSX    Host: Emily Flippen, Jason Hall, Keith SpeightsProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1271</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can These Three 2025 Losers Turn It Around?</title><link>https://www.spreaker.com/episode/can-these-three-2025-losers-turn-it-around--75707674</link><description><![CDATA[We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026. Can Super Micro Computer (NASDAQ: SMCI), Lululemon (NASDAQ: LULU), and Nike (NYSE: NKE) get back to beating the market?    Tom King, Travis Hoium, and Tim Beyers discuss:  - How losing faith with auditors cost Supermicro.  - Whether fashion trends favor Lululemon.  - The 2026 challenges facing Nike CEO Elliott Hill.    Companies discussed: SMCI, LULU, NKE    Host: Tim Beyers  Guests: Tom King, Travis Hoium  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]]></description><guid isPermaLink="false">e7cbcf9a-e041-11f0-af16-874fe6319b26</guid><pubDate>Mon, 29 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707674/arml3444871280.mp3" length="28519022" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026. Can Super Micro Computer (NASDAQ: SMCI), Lululemon (NASDAQ: LULU), and Nike (NYSE: NKE) get back to beating the market?    Tom King,...</itunes:subtitle><itunes:summary><![CDATA[We look back to look forward and predict whether three of 2025's biggest disappointments can turn it around in 2026. Can Super Micro Computer (NASDAQ: SMCI), Lululemon (NASDAQ: LULU), and Nike (NYSE: NKE) get back to beating the market?    Tom King, Travis Hoium, and Tim Beyers discuss:  - How losing faith with auditors cost Supermicro.  - Whether fashion trends favor Lululemon.  - The 2026 challenges facing Nike CEO Elliott Hill.    Companies discussed: SMCI, LULU, NKE    Host: Tim Beyers  Guests: Tom King, Travis Hoium  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]]></itunes:summary><itunes:duration>1181</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with NYU Professor Vasant Dhar: Thinking With Machines</title><link>https://www.spreaker.com/episode/interview-with-nyu-professor-vasant-dhar-thinking-with-machines--75707409</link><description><![CDATA[NYU Professor of Business Vasant Dhar is a pioneer in the field of artificial intelligence. He’s the host of the Brave New World podcast, and author of the new book, Thinking with Machines: The Brave New World of AI. Motley Fool analyst Asit Sharma recentled talked with Professor Dhar about that new world.     Host: Asit Sharma  Guest: Vasant Dhar   Producer: Bart Shannon, Mac Greer     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]]></description><guid isPermaLink="false">71c24fee-e38a-11f0-9150-f76b993ee2f6</guid><pubDate>Sun, 28 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707409/arml3236013381.mp3" length="32305133" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>NYU Professor of Business Vasant Dhar is a pioneer in the field of artificial intelligence. He’s the host of the Brave New World podcast, and author of the new book, Thinking with Machines: The Brave New World of AI. Motley Fool analyst Asit Sharma...</itunes:subtitle><itunes:summary><![CDATA[NYU Professor of Business Vasant Dhar is a pioneer in the field of artificial intelligence. He’s the host of the Brave New World podcast, and author of the new book, Thinking with Machines: The Brave New World of AI. Motley Fool analyst Asit Sharma recentled talked with Professor Dhar about that new world.     Host: Asit Sharma  Guest: Vasant Dhar   Producer: Bart Shannon, Mac Greer     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]]></itunes:summary><itunes:duration>1339</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Great Investors Do</title><link>https://www.spreaker.com/episode/what-great-investors-do--75707401</link><description><![CDATA[William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” Green also hosts a podcast with the same title. In this replay of an interview from February of this year, Robert Brokamp caught up with William for a conversation about:  - What successful investing comes down to.- The personality traits of market beaters.- Investing lessons from Charlie Munger, Howard Marks, John Templeton, and Arnold Van Den Berg (an investor you may not know about, but should)    Companies mentioned: BRK.A, BRK.B, MKL    Host: Robert BrokampGuest: William GreenEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">9469f4e6-e300-11f0-afda-e7a267b2465a</guid><pubDate>Sat, 27 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707401/arml4901084891.mp3" length="69897149" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” Green also hosts a podcast with the same title. In this replay of an interview from February of this year, Robert Brokamp caught up...</itunes:subtitle><itunes:summary><![CDATA[William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” Green also hosts a podcast with the same title. In this replay of an interview from February of this year, Robert Brokamp caught up with William for a conversation about:  - What successful investing comes down to.- The personality traits of market beaters.- Investing lessons from Charlie Munger, Howard Marks, John Templeton, and Arnold Van Den Berg (an investor you may not know about, but should)    Companies mentioned: BRK.A, BRK.B, MKL    Host: Robert BrokampGuest: William GreenEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>2905</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Most Shocking Stories of 2025</title><link>https://www.spreaker.com/episode/the-most-shocking-stories-of-2025--75707967</link><description><![CDATA[Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year. We discuss all of it.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - When tariffs shocked the world  - When ChatGPT fell behind Google  - Gold’s ouperformance  - How well do you remember 2025    Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL). Sandisk (SNDK), Medline (MDLN).    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.    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]]></description><guid isPermaLink="false">9a838e44-e041-11f0-afe5-4323e42e000e</guid><pubDate>Fri, 26 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707967/arml2393273918.mp3" length="59394370" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year. We discuss all of it.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - When tariffs shocked the world  - When...</itunes:subtitle><itunes:summary><![CDATA[Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year. We discuss all of it.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - When tariffs shocked the world  - When ChatGPT fell behind Google  - Gold’s ouperformance  - How well do you remember 2025    Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL). Sandisk (SNDK), Medline (MDLN).    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.    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]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Our Stock Market Naughty and Nice List</title><link>https://www.spreaker.com/episode/our-stock-market-naughty-and-nice-list--75707855</link><description><![CDATA[We’re making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for stocks we want to buy in 2026.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Stocks on our “Nice List”  - Stocks on our “Naughty List”  - Discount stocks we’re shopping for after the holidays    Companies discussed: Mercado Libre (MELI), Alphabet (GOOG, GOOGL), Rocket Lab (RKLB), NVIDIA (NVDA), TJX Companies (TJX), Klarna (KLAR), Fiserve (FI), Target (TGT), Starbucks (SBUX). Eli Lilly (LLY), Pfizer (PFE), Walmart (WMT), Costco (COST), and Lululemon (LULU).    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]]></description><guid isPermaLink="false">dab03b5e-e035-11f0-b610-3fd161c19e0b</guid><pubDate>Wed, 24 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707855/arml1483942492.mp3" length="23066245" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for stocks we want to buy in 2026.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[We’re making a list and checking it twice. There have been nice companies and great CEOs in 2025 but there have also been some duds. We discuss the stocks on each list and end with going shopping for stocks we want to buy in 2026.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Stocks on our “Nice List”  - Stocks on our “Naughty List”  - Discount stocks we’re shopping for after the holidays    Companies discussed: Mercado Libre (MELI), Alphabet (GOOG, GOOGL), Rocket Lab (RKLB), NVIDIA (NVDA), TJX Companies (TJX), Klarna (KLAR), Fiserve (FI), Target (TGT), Starbucks (SBUX). Eli Lilly (LLY), Pfizer (PFE), Walmart (WMT), Costco (COST), and Lululemon (LULU).    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]]></itunes:summary><itunes:duration>954</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Economic Data Catch-Up</title><link>https://www.spreaker.com/episode/economic-data-catch-up--75707753</link><description><![CDATA[Emily Flippen is joined by Jason Hall and Jeff Santoro to sort through the first real wave of economic releases since the government shutdown, and discuss what investors should do when data comes with warning labels.     What CPI, retail sales, and job reports say (or don’t say) about consumer strength    How investors should think about investing with imperfect data    What reports are still coming, where revisions might hit, and what we’re watching heading into the new year   Companies discussed: CTRE, WMT, COST    Host: Emily Flippen, Jeff Santoro, Jason HallProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">e21ba4da-df51-11f0-a746-53fbd256ab2f</guid><pubDate>Tue, 23 Dec 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707753/arml5066323011.mp3" length="30223091" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Emily Flippen is joined by Jason Hall and Jeff Santoro to sort through the first real wave of economic releases since the government shutdown, and discuss what investors should do when data comes with warning labels.     What CPI, retail sales, and...</itunes:subtitle><itunes:summary><![CDATA[Emily Flippen is joined by Jason Hall and Jeff Santoro to sort through the first real wave of economic releases since the government shutdown, and discuss what investors should do when data comes with warning labels.     What CPI, retail sales, and job reports say (or don’t say) about consumer strength    How investors should think about investing with imperfect data    What reports are still coming, where revisions might hit, and what we’re watching heading into the new year   Companies discussed: CTRE, WMT, COST    Host: Emily Flippen, Jeff Santoro, Jason HallProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1252</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can These Three 2025 Winners Keep Winning?</title><link>https://www.spreaker.com/episode/can-these-three-2025-winners-keep-winning--75707988</link><description><![CDATA[We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE: NEM) beat the market again?    Alicia Alfiere, Keith Speights, and Tim Beyers discuss:  - What would drive outperformance for Micron.  - Why 2025 was so good to Robinhood.  - The macro factor Newmont investors shouldn't ignore.    Tickers: Companies discussed: MU, HOOD, NEM    Host: Tim Beyers  Guests: Alicia Alfiere, Keith Speights  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]]></description><guid isPermaLink="false">e154df8c-df6d-11f0-b10d-ef4f5873379c</guid><pubDate>Mon, 22 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707988/arml2590228307.mp3" length="34757705" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE: NEM) beat the market again?    Alicia Alfiere,...</itunes:subtitle><itunes:summary><![CDATA[We look back to look forward and predict whether three of 2025's biggest winners can keep winning in 2026. Can Micron Technology (NASDAQ: MU), Robinhood Markets (NASDAQ: HOOD), and Newmont Corp (NYSE: NEM) beat the market again?    Alicia Alfiere, Keith Speights, and Tim Beyers discuss:  - What would drive outperformance for Micron.  - Why 2025 was so good to Robinhood.  - The macro factor Newmont investors shouldn't ignore.    Tickers: Companies discussed: MU, HOOD, NEM    Host: Tim Beyers  Guests: Alicia Alfiere, Keith Speights  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]]></itunes:summary><itunes:duration>1441</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with MichaelAaron Flicker: Hacking the Human Mind</title><link>https://www.spreaker.com/episode/interview-with-michaelaaron-flicker-hacking-the-human-mind--75707705</link><description><![CDATA[MIchaelAaron Flicker is the co-author of Hacking The Human Mind: The Behavioral Science Secrets Behind 17 of the World’s Best Brands.   Motley Fool contributor Rich Lumelleau and Motley Fool Head of Strategic Operations Shannon Jones recently talked with Flicker about his new book, including loss aversion, sunk costs, and the power of pratfalls.     Host: Rich Lumulleau, Shannon Jones   Guest: MichaelAaron Flicker   Producer: Bart Shannon, Mac Greer     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 ]]></description><guid isPermaLink="false">dbe331c6-daa3-11f0-bd48-9736d052403e</guid><pubDate>Sun, 21 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707705/arml1233238916.mp3" length="39445487" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>MIchaelAaron Flicker is the co-author of Hacking The Human Mind: The Behavioral Science Secrets Behind 17 of the World’s Best Brands.   Motley Fool contributor Rich Lumelleau and Motley Fool Head of Strategic Operations Shannon Jones recently talked...</itunes:subtitle><itunes:summary><![CDATA[MIchaelAaron Flicker is the co-author of Hacking The Human Mind: The Behavioral Science Secrets Behind 17 of the World’s Best Brands.   Motley Fool contributor Rich Lumelleau and Motley Fool Head of Strategic Operations Shannon Jones recently talked with Flicker about his new book, including loss aversion, sunk costs, and the power of pratfalls.     Host: Rich Lumulleau, Shannon Jones   Guest: MichaelAaron Flicker   Producer: Bart Shannon, Mac Greer     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 ]]></itunes:summary><itunes:duration>1636</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Review and Rebalance Your Portfolio</title><link>https://www.spreaker.com/episode/how-to-review-and-rebalance-your-portfolio--75707755</link><description><![CDATA[It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Robert Brokamp and Certified Financial Planner Sean Gates how to do it and how much re-arranging is necessary.  Also in this episode:-Why Schwab expects a “vibesession” in 2026-Why inflation feels worse for many Americans-Debunking a myth about the relationship between retirement and life expectancy-Spend money, and get reimbursed for those expenses, from flexible spending accounts and 529s before the end of the year    Host: Robert BrokampGuest: Sean GatesEngineer: Bart Shannon]]></description><guid isPermaLink="false">952b26d4-dd06-11f0-abf1-7f9bbe674e54</guid><pubDate>Sat, 20 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707755/arml8092295364.mp3" length="33397597" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Robert Brokamp and Certified Financial Planner Sean...</itunes:subtitle><itunes:summary><![CDATA[It’s almost 2026, and soon you’ll be receiving your year-end statements for all your investment accounts. You’ll also hear a lot of advice about reviewing and rebalancing your portfolio in January. Robert Brokamp and Certified Financial Planner Sean Gates how to do it and how much re-arranging is necessary.  Also in this episode:-Why Schwab expects a “vibesession” in 2026-Why inflation feels worse for many Americans-Debunking a myth about the relationship between retirement and life expectancy-Spend money, and get reimbursed for those expenses, from flexible spending accounts and 529s before the end of the year    Host: Robert BrokampGuest: Sean GatesEngineer: Bart Shannon]]></itunes:summary><itunes:duration>1384</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI Wants Another $100 Billion</title><link>https://www.spreaker.com/episode/openai-wants-another-100-billion--75707912</link><description><![CDATA[The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Gemini’s comeback, and give top executives candy or coal in their stockings.    Travis Hoium, Lou Whiteman, and Asit Sharma discuss:  - OpenAI’s reported $100 billion capital raise  - Gemini’s performance and cost advantage  - Which executives get candy and who gets coal?  - Stocks on our radar    Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL), Coreweave (CRWV), Chipotle (CMG), Starbucks (SBUX), Apple (AAPL), Berkshire Hathaway (BRK-A, BRK-B).    Host: Travis Hoium  Guests: Lou Whiteman, Asit Sharma  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]]></description><guid isPermaLink="false">382d0296-dd23-11f0-b2a2-7f8f85ebd188</guid><pubDate>Fri, 19 Dec 2025 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707912/arml3214931174.mp3" length="59117025" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Gemini’s comeback, and give top executives candy or coal in their stockings.    Travis...</itunes:subtitle><itunes:summary><![CDATA[The AI trade continues to be the biggest topic on the market and this week we got reports that OpenAI is looking to raise another $100 billion. We discuss that, Gemini’s comeback, and give top executives candy or coal in their stockings.    Travis Hoium, Lou Whiteman, and Asit Sharma discuss:  - OpenAI’s reported $100 billion capital raise  - Gemini’s performance and cost advantage  - Which executives get candy and who gets coal?  - Stocks on our radar    Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL), Coreweave (CRWV), Chipotle (CMG), Starbucks (SBUX), Apple (AAPL), Berkshire Hathaway (BRK-A, BRK-B).    Host: Travis Hoium  Guests: Lou Whiteman, Asit Sharma  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]]></itunes:summary><itunes:duration>2456</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Hidden Gem Stocks We Love at the End of the Year</title><link>https://www.spreaker.com/episode/hidden-gem-stocks-we-love-at-the-end-of-the-year--75707845</link><description><![CDATA[While many people are checking off items on their holiday shopping lists, we're making a list (and checking it twice) of stocks we would be happy to buy as 2025 comes to a close. Our list includes 3 giants in their respective fields, but are still Hidden Gems for investors who know what to look for.    Companies discussed: LULU, GOOGL, GOOG, ABNB    Host: Jason Hall, Jon Quast, Dan Caplinger  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]]></description><guid isPermaLink="false">fe925a22-dc55-11f0-b7cd-23eeb3a47668</guid><pubDate>Thu, 18 Dec 2025 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707845/arml3094604353.mp3" length="27848516" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>While many people are checking off items on their holiday shopping lists, we're making a list (and checking it twice) of stocks we would be happy to buy as 2025 comes to a close. Our list includes 3 giants in their respective fields, but are still...</itunes:subtitle><itunes:summary><![CDATA[While many people are checking off items on their holiday shopping lists, we're making a list (and checking it twice) of stocks we would be happy to buy as 2025 comes to a close. Our list includes 3 giants in their respective fields, but are still Hidden Gems for investors who know what to look for.    Companies discussed: LULU, GOOGL, GOOG, ABNB    Host: Jason Hall, Jon Quast, Dan Caplinger  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]]></itunes:summary><itunes:duration>1153</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ford Takes $19.5 Billion EV Hit. Is the EV Revolution Over</title><link>https://www.spreaker.com/episode/ford-takes-19-5-billion-ev-hit-is-the-ev-revolution-over--75707692</link><description><![CDATA[Electric vehicles were supposed to disrupt the auto industry, but sales are down, subsidies are going away, and Ford is pivoting away from EVs and taking $19.5 billion in charges to shift to hybrids. What strategy is the right one long-term?    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Ford’s $19.5 billion EV writedown  - Does Detriot have the right strategy?  - What’s next for Rivian and Tesla    Companies discussed: Ford (F), Rivian (RIVN), Tesla (TSLA), General Motors (GM), Lucid (LCID).    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]]></description><guid isPermaLink="false">761fcd0c-db90-11f0-9e64-67aa25313048</guid><pubDate>Wed, 17 Dec 2025 21:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707692/arml6834533570.mp3" length="30850706" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Electric vehicles were supposed to disrupt the auto industry, but sales are down, subsidies are going away, and Ford is pivoting away from EVs and taking $19.5 billion in charges to shift to hybrids. What strategy is the right one long-term?    Travis...</itunes:subtitle><itunes:summary><![CDATA[Electric vehicles were supposed to disrupt the auto industry, but sales are down, subsidies are going away, and Ford is pivoting away from EVs and taking $19.5 billion in charges to shift to hybrids. What strategy is the right one long-term?    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Ford’s $19.5 billion EV writedown  - Does Detriot have the right strategy?  - What’s next for Rivian and Tesla    Companies discussed: Ford (F), Rivian (RIVN), Tesla (TSLA), General Motors (GM), Lucid (LCID).    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]]></itunes:summary><itunes:duration>1278</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The 2025 IPO Comeback Tour</title><link>https://www.spreaker.com/episode/the-2025-ipo-comeback-tour--75707729</link><description><![CDATA[In today’s episode of Motley Fool Money, Emily Flippen is joined by Sanmeet Deo and Jason Hall to break down why the IPO market took off in 2025, which new listings may look like future Rule Breakers, and what investors should be keeping an eye on for new IPOs in 2026:  - Why the IPO market heated up in 2025 and what it means for the future performance of newly listed companies  - What separates true Rule Breaker contenders from fakers when listing on public markets  - What the 2026 IPO market has in store, and if it ever makes sense to buy on day one    Companies discussed: CRWV, FIG, KLAR, CRCL, SPCE, CHYM, SpaceX    Host: Emily Flippen, Jason Hall, Sanmeet Deo  Producer: Anand Chokkavelu  Engineer: Dan Boyd]]></description><guid isPermaLink="false">0ea340fe-dac4-11f0-afb8-0388d6b8ceff</guid><pubDate>Tue, 16 Dec 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707729/arml3245224018.mp3" length="30117455" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In today’s episode of Motley Fool Money, Emily Flippen is joined by Sanmeet Deo and Jason Hall to break down why the IPO market took off in 2025, which new listings may look like future Rule Breakers, and what investors should be keeping an eye on for...</itunes:subtitle><itunes:summary><![CDATA[In today’s episode of Motley Fool Money, Emily Flippen is joined by Sanmeet Deo and Jason Hall to break down why the IPO market took off in 2025, which new listings may look like future Rule Breakers, and what investors should be keeping an eye on for new IPOs in 2026:  - Why the IPO market heated up in 2025 and what it means for the future performance of newly listed companies  - What separates true Rule Breaker contenders from fakers when listing on public markets  - What the 2026 IPO market has in store, and if it ever makes sense to buy on day one    Companies discussed: CRWV, FIG, KLAR, CRCL, SPCE, CHYM, SpaceX    Host: Emily Flippen, Jason Hall, Sanmeet Deo  Producer: Anand Chokkavelu  Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1247</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Would You Buy the SpaceX IPO?</title><link>https://www.spreaker.com/episode/would-you-buy-the-spacex-ipo--75707382</link><description><![CDATA[Bloomberg and Reuters are now both reporting that SpaceX plans to go public in 2026 at a valuation that could reach $1.5 trillion, making it the biggest IPO of all time. Would you buy the SpaceX IPO? Leave a comment to let us know.    Rick Munarriz, Karl Thiel, and Tim Beyers:  - Talk about the prospective SpaceX IPO.  - Debate the company’s status as a Rule Breaker.  - Make a call on whether we’d buy the SpaceX IPO.  - Answer listener Mindset questions!    Companies discussed: RKLB, SpaceX    Host: Tim Beyers  Guests: Rick Munarriz, Karl Thiel  Producer: Anand Chokkavelu  Engineer: Annie Pope, 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]]></description><guid isPermaLink="false">343e8a0c-d9fd-11f0-8fe3-3778af60833b</guid><pubDate>Mon, 15 Dec 2025 21:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707382/arml8189439922.mp3" length="28347372" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Bloomberg and Reuters are now both reporting that SpaceX plans to go public in 2026 at a valuation that could reach $1.5 trillion, making it the biggest IPO of all time. Would you buy the SpaceX IPO? Leave a comment to let us know.    Rick Munarriz,...</itunes:subtitle><itunes:summary><![CDATA[Bloomberg and Reuters are now both reporting that SpaceX plans to go public in 2026 at a valuation that could reach $1.5 trillion, making it the biggest IPO of all time. Would you buy the SpaceX IPO? Leave a comment to let us know.    Rick Munarriz, Karl Thiel, and Tim Beyers:  - Talk about the prospective SpaceX IPO.  - Debate the company’s status as a Rule Breaker.  - Make a call on whether we’d buy the SpaceX IPO.  - Answer listener Mindset questions!    Companies discussed: RKLB, SpaceX    Host: Tim Beyers  Guests: Rick Munarriz, Karl Thiel  Producer: Anand Chokkavelu  Engineer: Annie Pope, 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]]></itunes:summary><itunes:duration>1174</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Axon President Josh Isner</title><link>https://www.spreaker.com/episode/interview-with-axon-president-josh-isner--75707911</link><description><![CDATA[Axon Enterprise produces the Taser, body cameras, and cloud-based software services. And the law enforcement technology company has produced big returns for investors. Motley Fool analyst Jason Moser recently talked with Axon President Josh Isner about the recent quarter, recent acquisitions, and the future of Axon.      Host: Jason Moser   Guest: Josh Isner  Producer: Bart Shannon, Mac Greer    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]]></description><guid isPermaLink="false">ec239b9c-d7bb-11f0-af0a-1f99177672b3</guid><pubDate>Sun, 14 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707911/arml5001331745.mp3" length="34219654" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Axon Enterprise produces the Taser, body cameras, and cloud-based software services. And the law enforcement technology company has produced big returns for investors. Motley Fool analyst Jason Moser recently talked with Axon President Josh Isner...</itunes:subtitle><itunes:summary><![CDATA[Axon Enterprise produces the Taser, body cameras, and cloud-based software services. And the law enforcement technology company has produced big returns for investors. Motley Fool analyst Jason Moser recently talked with Axon President Josh Isner about the recent quarter, recent acquisitions, and the future of Axon.      Host: Jason Moser   Guest: Josh Isner  Producer: Bart Shannon, Mac Greer    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]]></itunes:summary><itunes:duration>1418</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Roth Advice Gone Wrong and Mandatory Roth Catch-Up Contributions in 2026</title><link>https://www.spreaker.com/episode/roth-advice-gone-wrong-and-mandatory-roth-catch-up-contributions-in-2026--75707899</link><description><![CDATA[These days, we're hearing a lot about the many benefits of Roth accounts. However, they’re not the best choice for every investor. Host Robert Brokamp speaks with Megan Brinsfield, CFP, CPA, president of Motley Fool Wealth Management (a sister company of The Motley Fool), about when the advice to Roth goes wrong.  Also in this episode:-The Fed lowers interest rates, sending value and small-cap stocks soaring-Request your required minimum distributions at least a few days before Dec. 31, including if you inherited a retirement account-Every year the Nasdaq 100 drops, it drops big-Starting next year, catch-up 401(k) contributions from higher-earning workers age 50 or older must go into a Roth account – who’s affected and how to prevent suboptimal consequences  Host: Robert BrokampGuest: Megan BrinsfieldEngineer: 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.  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]]></description><guid isPermaLink="false">fd48fabe-d7bd-11f0-bbc6-631f796c7d7f</guid><pubDate>Sat, 13 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707899/arml4530023184.mp3" length="31082264" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>These days, we're hearing a lot about the many benefits of Roth accounts. However, they’re not the best choice for every investor. Host Robert Brokamp speaks with Megan Brinsfield, CFP, CPA, president of Motley Fool Wealth Management (a sister company...</itunes:subtitle><itunes:summary><![CDATA[These days, we're hearing a lot about the many benefits of Roth accounts. However, they’re not the best choice for every investor. Host Robert Brokamp speaks with Megan Brinsfield, CFP, CPA, president of Motley Fool Wealth Management (a sister company of The Motley Fool), about when the advice to Roth goes wrong.  Also in this episode:-The Fed lowers interest rates, sending value and small-cap stocks soaring-Request your required minimum distributions at least a few days before Dec. 31, including if you inherited a retirement account-Every year the Nasdaq 100 drops, it drops big-Starting next year, catch-up 401(k) contributions from higher-earning workers age 50 or older must go into a Roth account – who’s affected and how to prevent suboptimal consequences  Host: Robert BrokampGuest: Megan BrinsfieldEngineer: 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.  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]]></itunes:summary><itunes:duration>1288</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Did Disney Win or Lose the OpenAI Deal?</title><link>https://www.spreaker.com/episode/did-disney-win-or-lose-the-openai-deal--75707782</link><description><![CDATA[Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks.    Travis Hoium, Dan Caplinger, and Jon Quast discuss:  - Disney’s licensing deal with OpenAI  - Oracle’s earnings and AI buildout  - Lululemon earnings recap  - CEO free agent picks    Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG).    Host: Travis Hoium  Guests: Dan Caplinger, 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]]></description><guid isPermaLink="false">e2049818-d7a3-11f0-ad47-63fa4d5040ea</guid><pubDate>Fri, 12 Dec 2025 21:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707782/arml7083950426.mp3" length="59754619" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent...</itunes:subtitle><itunes:summary><![CDATA[Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks.    Travis Hoium, Dan Caplinger, and Jon Quast discuss:  - Disney’s licensing deal with OpenAI  - Oracle’s earnings and AI buildout  - Lululemon earnings recap  - CEO free agent picks    Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG).    Host: Travis Hoium  Guests: Dan Caplinger, 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]]></itunes:summary><itunes:duration>2482</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Over 300 Stocks Doubled in 2025 -- 3 We Love and 3 We Don't</title><link>https://www.spreaker.com/episode/over-300-stocks-doubled-in-2025-3-we-love-and-3-we-don-t--75708196</link><description><![CDATA[2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are legit and which could be doomed to revert back in 2026? This episode features discussions on energy, technology, real estate, and more. And our analysts aren't in perfect agreement on the outlook for these stocks in the coming year.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  -Solar energy and nuclear energy.  -Quantum computing and AI trends.  -A real estate meme stock.  -Stocks on our radar.    Companies discussed: LMND, MU, NXT, OPEN, QBTS, OKLO, EME, DIS, MELI    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">ed55e466-d6d0-11f0-ba83-739c48eb6bb7</guid><pubDate>Thu, 11 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708196/arml6136700860.mp3" length="37378776" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are legit and which could be doomed to revert back in...</itunes:subtitle><itunes:summary><![CDATA[2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are legit and which could be doomed to revert back in 2026? This episode features discussions on energy, technology, real estate, and more. And our analysts aren't in perfect agreement on the outlook for these stocks in the coming year.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  -Solar energy and nuclear energy.  -Quantum computing and AI trends.  -A real estate meme stock.  -Stocks on our radar.    Companies discussed: LMND, MU, NXT, OPEN, QBTS, OKLO, EME, DIS, MELI    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1550</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Don’t Call It a Comeback</title><link>https://www.spreaker.com/episode/don-t-call-it-a-comeback--75707835</link><description><![CDATA[Some of the most well-known companies in the world have dropped in 2025, so can they make a comeback? We dig into the fortunes of Chipotle, Target and Crocs.    Travis Hoium, Jon Quast, and Rachel Warren discuss:  - Chipotle’s drop and falling same-store sales  - Target’s lost identity  - Crocs’ value    Companies discussed: Chipotle (CMG), Target (TGT), Crocs (CROX).    Host: Travis Hoium  Guests: Jon Quast, 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]]></description><guid isPermaLink="false">b698e594-d609-11f0-8a50-e3b438ed808d</guid><pubDate>Wed, 10 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707835/arml2728649710.mp3" length="31988915" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Some of the most well-known companies in the world have dropped in 2025, so can they make a comeback? We dig into the fortunes of Chipotle, Target and Crocs.    Travis Hoium, Jon Quast, and Rachel Warren discuss:  - Chipotle’s drop and falling...</itunes:subtitle><itunes:summary><![CDATA[Some of the most well-known companies in the world have dropped in 2025, so can they make a comeback? We dig into the fortunes of Chipotle, Target and Crocs.    Travis Hoium, Jon Quast, and Rachel Warren discuss:  - Chipotle’s drop and falling same-store sales  - Target’s lost identity  - Crocs’ value    Companies discussed: Chipotle (CMG), Target (TGT), Crocs (CROX).    Host: Travis Hoium  Guests: Jon Quast, 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]]></itunes:summary><itunes:duration>1325</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>$70 billion and Chill</title><link>https://www.spreaker.com/episode/70-billion-and-chill--75707856</link><description><![CDATA[$70 billion can get a lot…  but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate mega-mergers to determine when they’re accretive or dilutive.    They cover:  - What Netflix is actually buying - and why Warner Bros said “yes” to Netflix over Paramount and Comcast.  - Whether or not this smart capital allocation or peak hubris on the part of Netflix  - A framework for judging mega-mergers in your own portfolio and how to evaluate when they do (or don’t!) make sense    Companies discussed: WBD, NFLX, DIS, PARA, CMCSA    Host: Emily Flippen, Dan Caplinger, 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]]></description><guid isPermaLink="false">1e04652c-d543-11f0-b47b-cb8b46afdbbc</guid><pubDate>Tue, 09 Dec 2025 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707856/arml1290534280.mp3" length="35581318" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>$70 billion can get a lot…  but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate...</itunes:subtitle><itunes:summary><![CDATA[$70 billion can get a lot…  but in the case of Netflix, it can’t buy anything better than Warner Bros Discovery. Host Emily Flippen is joined by Jason Hall and Dan Caplinger to break down what it means for investors, streamers, and how to evaluate mega-mergers to determine when they’re accretive or dilutive.    They cover:  - What Netflix is actually buying - and why Warner Bros said “yes” to Netflix over Paramount and Comcast.  - Whether or not this smart capital allocation or peak hubris on the part of Netflix  - A framework for judging mega-mergers in your own portfolio and how to evaluate when they do (or don’t!) make sense    Companies discussed: WBD, NFLX, DIS, PARA, CMCSA    Host: Emily Flippen, Dan Caplinger, 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]]></itunes:summary><itunes:duration>1475</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Profitability Predictions and Paramount Punches Back</title><link>https://www.spreaker.com/episode/profitability-predictions-and-paramount-punches-back--75707737</link><description><![CDATA[We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also take a critics-eye view of the Netflix-Warner Bros. deal amid Paramount’s hostile counter offer.    Rick Munarriz, Sanmeet Deo, and Tim Beyers:  - Review last week’s results from SentinelOne and Snowflake.  - Predict which of the two will reach GAAP profitability first.  - Give a critics choice take on the Netflix-Warner Bros deal, including some thoughts on Paramount’s just-launched hostile takeover.    Companies discussed: S, SNOW, NFLX, WBD, PSKY    Host: Tim Beyers  Guests: Rick Munarriz, Sanmeet Deo  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]]></description><guid isPermaLink="false">c7a93278-d47c-11f0-87b9-f3bd2ae510c2</guid><pubDate>Mon, 08 Dec 2025 21:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707737/arml1488873787.mp3" length="32872204" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also take a critics-eye view of the Netflix-Warner Bros. deal amid Paramount’s hostile counter offer.    Rick Munarriz,...</itunes:subtitle><itunes:summary><![CDATA[We review the results from SentinelOne (S) and Snowflake (SNOW) and predict which stock is more likely to record profits first. We also take a critics-eye view of the Netflix-Warner Bros. deal amid Paramount’s hostile counter offer.    Rick Munarriz, Sanmeet Deo, and Tim Beyers:  - Review last week’s results from SentinelOne and Snowflake.  - Predict which of the two will reach GAAP profitability first.  - Give a critics choice take on the Netflix-Warner Bros deal, including some thoughts on Paramount’s just-launched hostile takeover.    Companies discussed: S, SNOW, NFLX, WBD, PSKY    Host: Tim Beyers  Guests: Rick Munarriz, Sanmeet Deo  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]]></itunes:summary><itunes:duration>1362</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Mercado Libre Senior Vice President Leandro Cuccioli</title><link>https://www.spreaker.com/episode/interview-with-mercado-libre-senior-vice-president-leandro-cuccioli--75707426</link><description><![CDATA[E-commerce powerhouse Mercado Libre is Latin America’s largest company by market cap and is often called the Amazon of Latin America. Motley Fool analyst Asit Sharma recently talked with Leandro Cuccioli about opportunity, volatility, and the business of Mercado Libre.     Host: Asit Sharma  Guest: Leandro Cuccioli    Producer: Bart Shannon, Mac Greer  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]]></description><guid isPermaLink="false">68d4bff2-d255-11f0-9669-93650b0da594</guid><pubDate>Sun, 07 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707426/arml6644101398.mp3" length="32712411" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>E-commerce powerhouse Mercado Libre is Latin America’s largest company by market cap and is often called the Amazon of Latin America. Motley Fool analyst Asit Sharma recently talked with Leandro Cuccioli about opportunity, volatility, and the business...</itunes:subtitle><itunes:summary><![CDATA[E-commerce powerhouse Mercado Libre is Latin America’s largest company by market cap and is often called the Amazon of Latin America. Motley Fool analyst Asit Sharma recently talked with Leandro Cuccioli about opportunity, volatility, and the business of Mercado Libre.     Host: Asit Sharma  Guest: Leandro Cuccioli    Producer: Bart Shannon, Mac Greer  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]]></itunes:summary><itunes:duration>1356</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Before the Crisis: How You and Your Relatives Can Prepare for Financial Caregiving</title><link>https://www.spreaker.com/episode/before-the-crisis-how-you-and-your-relatives-can-prepare-for-financial-caregiving--75707769</link><description><![CDATA[If an illness or death befell your parents, spouse, kids, or any other close relative, would you be able to access their financial information and handle their affairs? If something happened to you, would your spouse and family know what to do and where to find everything? If the answer is no – as it is for most people – then Beth Pinsker has a roadmap for you. Beth is a Certified Financial Planner, a columnist for MarketWatch, and the author of My Mother's Money: A Guide to Financial Caregiving. Host Robert Brokamp and Beth discuss the documents you need and where to put them.   Also in this episode:-Somber news on the employment front-Bonds are having one of their best years of the past two decades-As rates on cash decline, money market funds still offer compelling yields – and, in some cases, tax benefits-Use tax-loss harvesting to reduce your tax bill and rebalance your portfolio    Host: Robert BrokampGuest: Beth PinskerEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">26216bee-d195-11f0-b510-47b50faceb26</guid><pubDate>Sat, 06 Dec 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707769/arml1014236760.mp3" length="29837700" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If an illness or death befell your parents, spouse, kids, or any other close relative, would you be able to access their financial information and handle their affairs? If something happened to you, would your spouse and family know what to do and...</itunes:subtitle><itunes:summary><![CDATA[If an illness or death befell your parents, spouse, kids, or any other close relative, would you be able to access their financial information and handle their affairs? If something happened to you, would your spouse and family know what to do and where to find everything? If the answer is no – as it is for most people – then Beth Pinsker has a roadmap for you. Beth is a Certified Financial Planner, a columnist for MarketWatch, and the author of My Mother's Money: A Guide to Financial Caregiving. Host Robert Brokamp and Beth discuss the documents you need and where to put them.   Also in this episode:-Somber news on the employment front-Bonds are having one of their best years of the past two decades-As rates on cash decline, money market funds still offer compelling yields – and, in some cases, tax benefits-Use tax-loss harvesting to reduce your tax bill and rebalance your portfolio    Host: Robert BrokampGuest: Beth PinskerEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1236</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Netflix Makes a Shocking Acquisition</title><link>https://www.spreaker.com/episode/netflix-makes-a-shocking-acquisition--75707948</link><description><![CDATA[Netflix announced it will buy Warner Bros. Discovery’s studios and streaming assets, beating Paramount Skydance and Comcast who were also bidding for the assets. We discuss the implications for the streaming industry and winners and losers. Plus, Meta cuts spending on the metaverase and stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Netflix buys WBD  - Mark Zuckerberg cuts metaverase spending  - Where will disruption come from next?  - Stocks on our radar    Companies discussed: Netflix (NFLX), Disney (DIS), Hims &amp; Hers (HIMS), Meta Platforms (META), Alphabet (GOOG), Delta (DAL), Salesforce (CRM).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></description><guid isPermaLink="false">15e2a25e-d224-11f0-a91b-fb1ef9814c3e</guid><pubDate>Fri, 05 Dec 2025 21:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707948/arml6335513606.mp3" length="59775390" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Netflix announced it will buy Warner Bros. Discovery’s studios and streaming assets, beating Paramount Skydance and Comcast who were also bidding for the assets. We discuss the implications for the streaming industry and winners and losers. Plus, Meta...</itunes:subtitle><itunes:summary><![CDATA[Netflix announced it will buy Warner Bros. Discovery’s studios and streaming assets, beating Paramount Skydance and Comcast who were also bidding for the assets. We discuss the implications for the streaming industry and winners and losers. Plus, Meta cuts spending on the metaverase and stocks on our radar.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - Netflix buys WBD  - Mark Zuckerberg cuts metaverase spending  - Where will disruption come from next?  - Stocks on our radar    Companies discussed: Netflix (NFLX), Disney (DIS), Hims &amp; Hers (HIMS), Meta Platforms (META), Alphabet (GOOG), Delta (DAL), Salesforce (CRM).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></itunes:summary><itunes:duration>2483</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>An Anthropic IPO Could be Here Sooner Than We Thought!</title><link>https://www.spreaker.com/episode/an-anthropic-ipo-could-be-here-sooner-than-we-thought--75707896</link><description><![CDATA[We’ve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Anthropic’s IPO  - The competitive landscape of the large language models  - Klarna’s Buy Now, Pay Later offering looking more and more like a credit card  - Stocks on our radar    Companies discussed: CRWV, FRMI, GOOGL, NVDA, MSFT, META, RIVN, KLAR, SEZL, AMEX, V, MA, KNSL, ALMU, BMI    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">ad47710a-d158-11f0-b124-3bb95c2e4c00</guid><pubDate>Thu, 04 Dec 2025 21:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707896/arml4454336150.mp3" length="33180709" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’ve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is...</itunes:subtitle><itunes:summary><![CDATA[We’ve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Anthropic’s IPO  - The competitive landscape of the large language models  - Klarna’s Buy Now, Pay Later offering looking more and more like a credit card  - Stocks on our radar    Companies discussed: CRWV, FRMI, GOOGL, NVDA, MSFT, META, RIVN, KLAR, SEZL, AMEX, V, MA, KNSL, ALMU, BMI    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1375</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Helicopters Are Out, eVTOLs Are In?</title><link>https://www.spreaker.com/episode/helicopters-are-out-evtols-are-in--75707799</link><description><![CDATA[We discuss the latest shopping data after Black Friday and then dive into the eVTOL industry. What are they? Who do you need to know? And how will these companies make money?    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Retail sales  - What is an eVTOL?  - How eVTOLs plan to make money  - Our favorite eVTOL stocks    Companies discussed: Joby Aviation (JOBY), Archer Aviation (ACHR), Eve Holding (EVEX), Beta Technologies (BETA).    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]]></description><guid isPermaLink="false">9655bf9e-d084-11f0-ae06-c74f573409ad</guid><pubDate>Wed, 03 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707799/arml8328709041.mp3" length="34949479" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss the latest shopping data after Black Friday and then dive into the eVTOL industry. What are they? Who do you need to know? And how will these companies make money?    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Retail sales  -...</itunes:subtitle><itunes:summary><![CDATA[We discuss the latest shopping data after Black Friday and then dive into the eVTOL industry. What are they? Who do you need to know? And how will these companies make money?    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Retail sales  - What is an eVTOL?  - How eVTOLs plan to make money  - Our favorite eVTOL stocks    Companies discussed: Joby Aviation (JOBY), Archer Aviation (ACHR), Eve Holding (EVEX), Beta Technologies (BETA).    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]]></itunes:summary><itunes:duration>1449</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rule-Breaking Stocks for Your Holiday Shopping List</title><link>https://www.spreaker.com/episode/rule-breaking-stocks-for-your-holiday-shopping-list--75707663</link><description><![CDATA[Holiday shopping isn’t just about deals at the mall -  it can be a great time to think about the businesses benefitting from all that spending. In today’s episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to talk holiday consumer trends and two “Rule Breaking” stocks they’re putting on their 2025 wishlists.    Emily, Jason, and Asit discuss:  - How Black Friday and holiday shopping trends are shaping the story for consumer-facing businesses.  - Jason and Asit each share one Rule-Breaker style stock they think belongs on investors’ holiday lists.  - How to build your own holiday shopping list of stocks without chasing every hot deal or fad.    Companies discussed: TBBB, ALAB, WMT, AMZN, TJX, TGT, KSS, SHOP    Host: Emily Flippen, Jason Hall, Asit Sharma  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]]></description><guid isPermaLink="false">f2125860-cfbc-11f0-baee-27ada26c33e1</guid><pubDate>Tue, 02 Dec 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707663/arml7372563677.mp3" length="29219940" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Holiday shopping isn’t just about deals at the mall -  it can be a great time to think about the businesses benefitting from all that spending. In today’s episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit...</itunes:subtitle><itunes:summary><![CDATA[Holiday shopping isn’t just about deals at the mall -  it can be a great time to think about the businesses benefitting from all that spending. In today’s episode of Motley Fool Money, Host Emily Flippen is joined by analysts Jason Hall and Asit Sharma to talk holiday consumer trends and two “Rule Breaking” stocks they’re putting on their 2025 wishlists.    Emily, Jason, and Asit discuss:  - How Black Friday and holiday shopping trends are shaping the story for consumer-facing businesses.  - Jason and Asit each share one Rule-Breaker style stock they think belongs on investors’ holiday lists.  - How to build your own holiday shopping list of stocks without chasing every hot deal or fad.    Companies discussed: TBBB, ALAB, WMT, AMZN, TJX, TGT, KSS, SHOP    Host: Emily Flippen, Jason Hall, Asit Sharma  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]]></itunes:summary><itunes:duration>1210</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Better Buy: Zscaler or Workday?</title><link>https://www.spreaker.com/episode/better-buy-zscaler-or-workday--75707860</link><description><![CDATA[We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got?    Asit Sharma, David Meier, and Tim Beyers:  - Review last week’s results from Zscaler and Workday.  - Predict which of the two will outperform more over the next 10 years.  - Tackle investors’ pressing Mindset questions. Have a Mindset question you’d want answered on a future show? Reach out to Tim at tbeyers@fool.com.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: ZS, WDAY    Host: Tim Beyers  Guests: Asit Sharma, David Meier  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]]></description><guid isPermaLink="false">7ac5339a-cefe-11f0-aff9-db19370b8d77</guid><pubDate>Mon, 01 Dec 2025 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707860/arml8808226852.mp3" length="33806608" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got?    Asit Sharma, David Meier, and Tim Beyers:  - Review last week’s results from Zscaler and Workday.  -...</itunes:subtitle><itunes:summary><![CDATA[We review the results from Zscaler (ZS) and Workday (WDAY) and predict which stock is more likely to outperform over the next 10 years. Who ya got?    Asit Sharma, David Meier, and Tim Beyers:  - Review last week’s results from Zscaler and Workday.  - Predict which of the two will outperform more over the next 10 years.  - Tackle investors’ pressing Mindset questions. Have a Mindset question you’d want answered on a future show? Reach out to Tim at tbeyers@fool.com.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: ZS, WDAY    Host: Tim Beyers  Guests: Asit Sharma, David Meier  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]]></itunes:summary><itunes:duration>1401</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Rocket Lab CEO Peter Beck</title><link>https://www.spreaker.com/episode/interview-with-rocket-lab-ceo-peter-beck--75707827</link><description><![CDATA[Aerospace company Rocket Lab has produced big returns for long-term investors. Motley Fool co-founder and CEO Tom Gardner and analyst Seth Jason recently talked with Rocket Lab Founder and CEO Peter Beck about business, engineering, and entrepreneurship.     Host: Tom Gardner, Seth Jason  Guest: Peter Beck    Producer: Bart Shannon, Mac Greer    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]]></description><guid isPermaLink="false">19c211b4-cd62-11f0-8a3c-df87a1e6c1ed</guid><pubDate>Sun, 30 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707827/arml3957507772.mp3" length="28493067" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Aerospace company Rocket Lab has produced big returns for long-term investors. Motley Fool co-founder and CEO Tom Gardner and analyst Seth Jason recently talked with Rocket Lab Founder and CEO Peter Beck about business, engineering, and...</itunes:subtitle><itunes:summary><![CDATA[Aerospace company Rocket Lab has produced big returns for long-term investors. Motley Fool co-founder and CEO Tom Gardner and analyst Seth Jason recently talked with Rocket Lab Founder and CEO Peter Beck about business, engineering, and entrepreneurship.     Host: Tom Gardner, Seth Jason  Guest: Peter Beck    Producer: Bart Shannon, Mac Greer    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]]></itunes:summary><itunes:duration>1180</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview With J.L. Collins, the Godfather of Financial Independence</title><link>https://www.spreaker.com/episode/interview-with-j-l-collins-the-godfather-of-financial-independence--75707956</link><description><![CDATA[Financial independence isn’t just about early retirement. It’s giving your future self freedom.J.L. Collins is the best-selling author of “The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life.” In this replay from earlier this year, Robert Brokamp caught up with Collins for a conversation about:  -The challenges and appeal of being a super-saver-How to use the 4% rule-Lessons from past market crashes-The “self-cleansing” value of index funds    Company discussed: VTI  Host: Robert BrokampGuest: J.L. CollinsEngineer: 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.]]></description><guid isPermaLink="false">9e9d258c-ccc1-11f0-9ac3-b366f6d84b70</guid><pubDate>Sat, 29 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707956/arml6011227290.mp3" length="67284947" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Financial independence isn’t just about early retirement. It’s giving your future self freedom.J.L. Collins is the best-selling author of “The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life.” In this replay from...</itunes:subtitle><itunes:summary><![CDATA[Financial independence isn’t just about early retirement. It’s giving your future self freedom.J.L. Collins is the best-selling author of “The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life.” In this replay from earlier this year, Robert Brokamp caught up with Collins for a conversation about:  -The challenges and appeal of being a super-saver-How to use the 4% rule-Lessons from past market crashes-The “self-cleansing” value of index funds    Company discussed: VTI  Host: Robert BrokampGuest: J.L. CollinsEngineer: 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.]]></itunes:summary><itunes:duration>2796</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Black Friday’s Best Stock Gifts and Investing Lessons</title><link>https://www.spreaker.com/episode/black-friday-s-best-stock-gifts-and-investing-lessons--75707982</link><description><![CDATA[Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it’s a reminder that retailers have to play a new game and that’s driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what’s on our radar this week.    Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP).    Host: Travis Hoium  Guests: Dan Caplinger, Asit Sharma  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]]></description><guid isPermaLink="false">e7da2d4c-ca48-11f0-90ae-f3b05cbba591</guid><pubDate>Fri, 28 Nov 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707982/arml7947545115.mp3" length="59775092" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it’s a reminder that retailers have to play a new game and that’s driving the winners and losers in retail. Plus, we discuss the stocks we would give as...</itunes:subtitle><itunes:summary><![CDATA[Black Friday is finally here and this one-day holiday has somehow become a month-long event. But it’s a reminder that retailers have to play a new game and that’s driving the winners and losers in retail. Plus, we discuss the stocks we would give as gifts and what’s on our radar this week.    Companies discussed: Amazon (AMZN), Alphabet (GOOG, GOOGL), Spotify (SPOT), Garmin (GRMN), Roblox (RBLX), Astera Labs (ALAB), Ferrari (RACE), GE Aerospace (GE), Berkshire Hathaway (BRK-A, BRK-B), Target (TGT), Shopify (SHOP).    Host: Travis Hoium  Guests: Dan Caplinger, Asit Sharma  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]]></itunes:summary><itunes:duration>2483</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s a Waymo Anyway?</title><link>https://www.spreaker.com/episode/what-s-a-waymo-anyway--75707811</link><description><![CDATA[Waymo is in expansion mode as competitors fail to get fully autonomous vehicles (without a safety driver) off the ground. We discuss Waymo’s approach and whether there’s a sustainable lead in autonomy. Plus, what other stocks should you have on your radar in 2026? Travis Hoium, Rachel Warren, and Jon Quast discuss:  - Waymo’s dominance- Can Waymo bring costs down?- AV stocks to watch- The future of ride-sharing  Companies discussed: Uber (UBER), Lyft (LYFT), Alphabet (GOOG), WeRide (WRD), Doordash (DASH).    Host: Travis HoiumGuests: Rachel Warren, Jon QuastEngineer: 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.]]></description><guid isPermaLink="false">3cc82c9e-caff-11f0-a581-db744afca710</guid><pubDate>Wed, 26 Nov 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707811/arml5068109717.mp3" length="32127397" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Waymo is in expansion mode as competitors fail to get fully autonomous vehicles (without a safety driver) off the ground. We discuss Waymo’s approach and whether there’s a sustainable lead in autonomy. Plus, what other stocks should you have on your...</itunes:subtitle><itunes:summary><![CDATA[Waymo is in expansion mode as competitors fail to get fully autonomous vehicles (without a safety driver) off the ground. We discuss Waymo’s approach and whether there’s a sustainable lead in autonomy. Plus, what other stocks should you have on your radar in 2026? Travis Hoium, Rachel Warren, and Jon Quast discuss:  - Waymo’s dominance- Can Waymo bring costs down?- AV stocks to watch- The future of ride-sharing  Companies discussed: Uber (UBER), Lyft (LYFT), Alphabet (GOOG), WeRide (WRD), Doordash (DASH).    Host: Travis HoiumGuests: Rachel Warren, Jon QuastEngineer: 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.]]></itunes:summary><itunes:duration>1331</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Pitfalls of Selling Stocks (and How to Avoid Them)</title><link>https://www.spreaker.com/episode/the-pitfalls-of-selling-stocks-and-how-to-avoid-them--75707786</link><description><![CDATA[Some of the biggest mistakes investors make aren’t the stocks they buy - they’re the ones they sell. In today’s episode of Motley Fool Money, host Emily Flippen is joined by Fool analysts Jason Hall and Jeff Santoro to look back at some of The Motley Fool’s most painful sell decisions, from Netflix and beyond. They dig into:     Why selling is so emotionally tempting and is often the biggest mistake for retail investors    How a single 5, 10, or 100-bagger can offset other losers    How to build a framework to help investors hold onto winners without holding everything forever   Companies discussed: NFLX, SE, FLSR, CMG, GRMN, RCL, MELI, ISRG, TGT, WMT    Host: Emily Flippen, Jason Hall, Jeff SantoroProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">174ec224-c993-11f0-8f61-1bc8854b9c89</guid><pubDate>Tue, 25 Nov 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707786/arml1470635960.mp3" length="28222270" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Some of the biggest mistakes investors make aren’t the stocks they buy - they’re the ones they sell. In today’s episode of Motley Fool Money, host Emily Flippen is joined by Fool analysts Jason Hall and Jeff Santoro to look back at some of The Motley...</itunes:subtitle><itunes:summary><![CDATA[Some of the biggest mistakes investors make aren’t the stocks they buy - they’re the ones they sell. In today’s episode of Motley Fool Money, host Emily Flippen is joined by Fool analysts Jason Hall and Jeff Santoro to look back at some of The Motley Fool’s most painful sell decisions, from Netflix and beyond. They dig into:     Why selling is so emotionally tempting and is often the biggest mistake for retail investors    How a single 5, 10, or 100-bagger can offset other losers    How to build a framework to help investors hold onto winners without holding everything forever   Companies discussed: NFLX, SE, FLSR, CMG, GRMN, RCL, MELI, ISRG, TGT, WMT    Host: Emily Flippen, Jason Hall, Jeff SantoroProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1168</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Reckless Earnings Predictions: ZM, BBY, DE</title><link>https://www.spreaker.com/episode/reckless-earnings-predictions-zm-bby-de--75707825</link><description><![CDATA[We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere &amp; Co. (reports tomorrow morning).    Rick Munarriz, David Meier, and Tim Beyers:  - Forecast a “miss, beat, or beat and raise” for ZM, BBY, and DE earnings reports this week.  - Look at the potential growth drivers for each.  - Play another round of Faker or Breaker with three stocks stuck in turnarounds - are they in dark clouds we can see through?    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: ZM, BBY, DE, AI, HNST, YELP    Host: Tim Beyers  Guests: Rick Munarriz, David Meier  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]]></description><guid isPermaLink="false">1ca4169a-c978-11f0-8777-3bcb09f27522</guid><pubDate>Mon, 24 Nov 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707825/arml4875031273.mp3" length="33932747" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere &amp;amp; Co. (reports tomorrow morning).    Rick Munarriz, David Meier, and Tim Beyers:  - Forecast a...</itunes:subtitle><itunes:summary><![CDATA[We enter Thanksgiving week with a plate full of reckless predictions featuring Zoom (reports today), Best Buy (reports tomorrow morning), and Deere &amp; Co. (reports tomorrow morning).    Rick Munarriz, David Meier, and Tim Beyers:  - Forecast a “miss, beat, or beat and raise” for ZM, BBY, and DE earnings reports this week.  - Look at the potential growth drivers for each.  - Play another round of Faker or Breaker with three stocks stuck in turnarounds - are they in dark clouds we can see through?    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: ZM, BBY, DE, AI, HNST, YELP    Host: Tim Beyers  Guests: Rick Munarriz, David Meier  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]]></itunes:summary><itunes:duration>1406</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Mark Matson: Experiencing the American Dream</title><link>https://www.spreaker.com/episode/interview-with-mark-matson-experiencing-the-american-dream--75707764</link><description><![CDATA[What’s the first step in building wealth? How do we know if we’re on track financially? What does abundance look like? Motley Fool contributor Rich Lumelleau talks with Matson Money Founder and CEO Mark Matson, author of Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life.     Host: Rich Lumelleau   Guest: Mark Matson  Producer: Bart Shannon, Mac Greer    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]]></description><guid isPermaLink="false">2203444e-c7c5-11f0-9b57-b3fb462c0d12</guid><pubDate>Sun, 23 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707764/arml7207842996.mp3" length="26978044" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What’s the first step in building wealth? How do we know if we’re on track financially? What does abundance look like? Motley Fool contributor Rich Lumelleau talks with Matson Money Founder and CEO Mark Matson, author of Experiencing The American...</itunes:subtitle><itunes:summary><![CDATA[What’s the first step in building wealth? How do we know if we’re on track financially? What does abundance look like? Motley Fool contributor Rich Lumelleau talks with Matson Money Founder and CEO Mark Matson, author of Experiencing The American Dream: How to Invest Your Time, Energy, and Money to Create an Extraordinary Life.     Host: Rich Lumelleau   Guest: Mark Matson  Producer: Bart Shannon, Mac Greer    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]]></itunes:summary><itunes:duration>1117</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Advocate for a Better 401(k) and Tax-Smart Charitable Giving</title><link>https://www.spreaker.com/episode/advocate-for-a-better-401-k-and-tax-smart-charitable-giving--75707823</link><description><![CDATA[For many Americans, contributing to an employer-sponsored plan is the primary way they’re saving for retirement. Unfortunately, not all of these plans are excellent, and you’re stuck with the investment choices and features chosen by your employer.Or are you? Longtime Motley Fool colleagues Robert Brokamp and Buck Hartzell talk about how the Motley Fool’s 401(k) was actually not very good in the early days, how they worked with the company to improve the plan, and how you might be able to get your employer to do the same.    Also in this episode: How to lower your tax bill with charitable contributions, including why you maybe should give more in 2025 due to a provision in the new tax bill. Two worthy organizations to consider: the Fool Community Foundation (FoolFoundation.org), which creates new wealth-building opportunities for Americans living paycheck to paycheck, and Together We Bake (TogetherWeBake.org), which provides workforce development for women with limited resources facing barriers to employment.    Host: Robert BrokampGuest: Buck HartzellEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">16756a12-c734-11f0-bc46-ffabbeefd8b9</guid><pubDate>Sat, 22 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707823/arml1705159628.mp3" length="32391638" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For many Americans, contributing to an employer-sponsored plan is the primary way they’re saving for retirement. Unfortunately, not all of these plans are excellent, and you’re stuck with the investment choices and features chosen by your employer.Or...</itunes:subtitle><itunes:summary><![CDATA[For many Americans, contributing to an employer-sponsored plan is the primary way they’re saving for retirement. Unfortunately, not all of these plans are excellent, and you’re stuck with the investment choices and features chosen by your employer.Or are you? Longtime Motley Fool colleagues Robert Brokamp and Buck Hartzell talk about how the Motley Fool’s 401(k) was actually not very good in the early days, how they worked with the company to improve the plan, and how you might be able to get your employer to do the same.    Also in this episode: How to lower your tax bill with charitable contributions, including why you maybe should give more in 2025 due to a provision in the new tax bill. Two worthy organizations to consider: the Fool Community Foundation (FoolFoundation.org), which creates new wealth-building opportunities for Americans living paycheck to paycheck, and Together We Bake (TogetherWeBake.org), which provides workforce development for women with limited resources facing barriers to employment.    Host: Robert BrokampGuest: Buck HartzellEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1342</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Market Volatility and Opportunities We See Today</title><link>https://www.spreaker.com/episode/market-volatility-and-opportunities-we-see-today--75707852</link><description><![CDATA[The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame.    Travis Hoium, Dan Caplinger, and Jon Quast discuss:  - Why the market is down  - Bitcoin’s drop  - Where we see bargains  - CEO Hall of Fame    Companies discussed: Bitcoin (BTC), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Five Below (FIVE), Mercado Libre (MELI), Meta (META), Chipotle (CMG), Starbucks (SBUX).    Host: Travis Hoium  Guests: Dan Caplinger, 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]]></description><guid isPermaLink="false">90acf834-c722-11f0-b3b0-8f7cfaaa0a5c</guid><pubDate>Fri, 21 Nov 2025 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707852/arml8766301981.mp3" length="59350119" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame.    Travis Hoium, Dan Caplinger,...</itunes:subtitle><itunes:summary><![CDATA[The market has gotten volatile the last few weeks and some sectors are dropping, like Bitcoin. How are we handling the drop and where are opportunities emerging? Plus, we discuss what CEOs belong in the Hall of Fame.    Travis Hoium, Dan Caplinger, and Jon Quast discuss:  - Why the market is down  - Bitcoin’s drop  - Where we see bargains  - CEO Hall of Fame    Companies discussed: Bitcoin (BTC), Alphabet (GOOG), NVIDIA (NVDA), Apple (AAPL), Five Below (FIVE), Mercado Libre (MELI), Meta (META), Chipotle (CMG), Starbucks (SBUX).    Host: Travis Hoium  Guests: Dan Caplinger, 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]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Semis and Housing and Retail, oh My!</title><link>https://www.spreaker.com/episode/semis-and-housing-and-retail-oh-my--75707914</link><description><![CDATA[This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending.     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Another quarter of monster numbers from NVIDIA  - Home Depot and Lowe's thoughts on the housing and home improvement market.  - Walmart’s quarterly numbers make Target’s management look silly.    Companies discussed: NVDA, META, AMZN, GOOG, MSFT, PLTR, HD, LOW, TGT, WMT, BBWI    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">146a80c6-c64f-11f0-a497-77e9a8ebe761</guid><pubDate>Thu, 20 Nov 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707914/arml1288822176.mp3" length="28667855" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI,...</itunes:subtitle><itunes:summary><![CDATA[This week is one of the biggest weeks in earnings as NVIDIA, Home Depot, Lowes, Walmart, and Target all reported earnings. All three provide both a look into the financials of great business and a deeper look into three of the biggest markets: AI, housing, and consumer spending.     Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Another quarter of monster numbers from NVIDIA  - Home Depot and Lowe's thoughts on the housing and home improvement market.  - Walmart’s quarterly numbers make Target’s management look silly.    Companies discussed: NVDA, META, AMZN, GOOG, MSFT, PLTR, HD, LOW, TGT, WMT, BBWI    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1187</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google Steals the Show in AI</title><link>https://www.spreaker.com/episode/google-steals-the-show-in-ai--75707712</link><description><![CDATA[Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we talk about the drop in Bitcoin and how Target lost its mojo.    Travis Hoium, Rachel Warren, and Jon Quast discuss:  - Gemini 3 is out  - Anthropic’s capital raise  - Bitcoin is down, but is it out?  - Why Target is falling behind in retail    Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Target (TGT), Bitcoin (BTC), Coinbase (COIN), Circle (CRCL).    Host: Travis Hoium  Guests: Rachel Warren, 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]]></description><guid isPermaLink="false">8817955e-c587-11f0-9c9e-cf2687b241c0</guid><pubDate>Wed, 19 Nov 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707712/arml9787024586.mp3" length="29288419" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we talk about the drop in Bitcoin and how Target lost...</itunes:subtitle><itunes:summary><![CDATA[Gemini 3 is out and it may change the landscape in artificial intelligence. Benchmarks have it performing better than GPT-5 and Google is leaning into its competitive advantages in AI tech. Plus, we talk about the drop in Bitcoin and how Target lost its mojo.    Travis Hoium, Rachel Warren, and Jon Quast discuss:  - Gemini 3 is out  - Anthropic’s capital raise  - Bitcoin is down, but is it out?  - Why Target is falling behind in retail    Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Target (TGT), Bitcoin (BTC), Coinbase (COIN), Circle (CRCL).    Host: Travis Hoium  Guests: Rachel Warren, 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]]></itunes:summary><itunes:duration>1213</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bull vs Bear: Chinese Stock Showdown</title><link>https://www.spreaker.com/episode/bull-vs-bear-chinese-stock-showdown--75707863</link><description><![CDATA[Chinese stocks are back in the headlines, and we’re putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between longtime China investor Emily Flippen and resident skeptic Toby Bordelon.    On today’s show, Emily, Jason, and Toby:  - Go head-to-head on PDD Holdings  - Debate whether Baidu can self-drive its future  - Do a speed round between Weibo and iQiYi - deep value or value traps?    Companies discussed: BIDU, PDD, WB, IQ    Host: Emily Flippen, Jason Hall, Toby Bordelon  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]]></description><guid isPermaLink="false">e2a41d16-c4c5-11f0-b926-dbd9c7fe7a19</guid><pubDate>Tue, 18 Nov 2025 21:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707863/arml7694444934.mp3" length="25773126" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Chinese stocks are back in the headlines, and we’re putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between longtime China investor Emily Flippen and resident...</itunes:subtitle><itunes:summary><![CDATA[Chinese stocks are back in the headlines, and we’re putting them on trial. Motley Fool Money flips the script as Jason Hall steps into the host chair to referee a fast-paced bull/bear debate between longtime China investor Emily Flippen and resident skeptic Toby Bordelon.    On today’s show, Emily, Jason, and Toby:  - Go head-to-head on PDD Holdings  - Debate whether Baidu can self-drive its future  - Do a speed round between Weibo and iQiYi - deep value or value traps?    Companies discussed: BIDU, PDD, WB, IQ    Host: Emily Flippen, Jason Hall, Toby Bordelon  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]]></itunes:summary><itunes:duration>1066</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Three Non-AI Stocks to Buy: MRK, UPS, CVX</title><link>https://www.spreaker.com/episode/three-non-ai-stocks-to-buy-mrk-ups-cvx--75707900</link><description><![CDATA[There are plenty of potential winners outside the world of AI. Anthony Schiavone and Karl Thiel join Tim Beyers in discussing three big names that may be worth betting on.    Anthony Schiavone, Karl Thiel, and Tim Beyers:  - Cover MRK’s $9.2 billion acquisition of CDTX.  - Cover the earnings news from UPS and CVX.  - Make a buy, sell, or hold call on each stock.  - Play a game of Back It or Bin It featuring three dividend-payers.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: MRK, CDTX, UPS, CVX, WAB, HAS, CF    Host: Tim Beyers  Guests: Anthony Schiavone, Karl Thiel  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]]></description><guid isPermaLink="false">921448f6-c3ff-11f0-a9b6-3788b7d9b933</guid><pubDate>Mon, 17 Nov 2025 21:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707900/arml6789791065.mp3" length="30181023" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There are plenty of potential winners outside the world of AI. Anthony Schiavone and Karl Thiel join Tim Beyers in discussing three big names that may be worth betting on.    Anthony Schiavone, Karl Thiel, and Tim Beyers:  - Cover MRK’s $9.2 billion...</itunes:subtitle><itunes:summary><![CDATA[There are plenty of potential winners outside the world of AI. Anthony Schiavone and Karl Thiel join Tim Beyers in discussing three big names that may be worth betting on.    Anthony Schiavone, Karl Thiel, and Tim Beyers:  - Cover MRK’s $9.2 billion acquisition of CDTX.  - Cover the earnings news from UPS and CVX.  - Make a buy, sell, or hold call on each stock.  - Play a game of Back It or Bin It featuring three dividend-payers.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: MRK, CDTX, UPS, CVX, WAB, HAS, CF    Host: Tim Beyers  Guests: Anthony Schiavone, Karl Thiel  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]]></itunes:summary><itunes:duration>1250</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Sezzle CEO Charlie Youakim</title><link>https://www.spreaker.com/episode/interview-with-sezzle-ceo-charlie-youakim--75707865</link><description><![CDATA[Sezzle is a fintech company known for its buy now, pay later services. At our annual Motley Fool member event, Motley Fool co-founder and CEO Tom Gardner talked with Sezzle co-founder and CEO Charlie Youakim about entrepreneurship, competition, and the business of buy now, pay later.     Host: Tom Gardner   Producer: Bart Shannon, Mac Greer     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 ]]></description><guid isPermaLink="false">91c99e96-c26a-11f0-81a8-2f2cea8c0d1e</guid><pubDate>Sun, 16 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707865/arml5120271402.mp3" length="27491192" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sezzle is a fintech company known for its buy now, pay later services. At our annual Motley Fool member event, Motley Fool co-founder and CEO Tom Gardner talked with Sezzle co-founder and CEO Charlie Youakim about entrepreneurship, competition, and...</itunes:subtitle><itunes:summary><![CDATA[Sezzle is a fintech company known for its buy now, pay later services. At our annual Motley Fool member event, Motley Fool co-founder and CEO Tom Gardner talked with Sezzle co-founder and CEO Charlie Youakim about entrepreneurship, competition, and the business of buy now, pay later.     Host: Tom Gardner   Producer: Bart Shannon, Mac Greer     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 ]]></itunes:summary><itunes:duration>1138</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Many Reasons to Roth, and How Long You'll Live</title><link>https://www.spreaker.com/episode/the-many-reasons-to-roth-and-how-long-you-ll-live--75707832</link><description><![CDATA[When saving for retirement, the first decision is how much. But the next decision is where: Do you contribute to a traditional retirement account or a Roth? By far, the majority of retirement assets are in traditional accounts, but that may not be the right choice for you. Motley Fool retirement experts Robert Brokamp and Dan Caplinger discuss five reasons why you might want to go with the Roth.  Also in this episode:  -Life expectancy is a crucial variable in retirement calculations – what should you assume?-The ratio of household wealth to income is at an all-time high-Almost 1 in 4 adults provide financial support to aging parents, often to their detriment-Aim to max out your retirement accounts in 2025, but don’t wait until Dec. 31 – especially with 401(k)s    Host: Robert BrokampGuest: Dan CaplingerEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">594e127e-c1d2-11f0-a7ab-4305909a92d7</guid><pubDate>Sat, 15 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707832/arml9020146850.mp3" length="27110909" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When saving for retirement, the first decision is how much. But the next decision is where: Do you contribute to a traditional retirement account or a Roth? By far, the majority of retirement assets are in traditional accounts, but that may not be the...</itunes:subtitle><itunes:summary><![CDATA[When saving for retirement, the first decision is how much. But the next decision is where: Do you contribute to a traditional retirement account or a Roth? By far, the majority of retirement assets are in traditional accounts, but that may not be the right choice for you. Motley Fool retirement experts Robert Brokamp and Dan Caplinger discuss five reasons why you might want to go with the Roth.  Also in this episode:  -Life expectancy is a crucial variable in retirement calculations – what should you assume?-The ratio of household wealth to income is at an all-time high-Almost 1 in 4 adults provide financial support to aging parents, often to their detriment-Aim to max out your retirement accounts in 2025, but don’t wait until Dec. 31 – especially with 401(k)s    Host: Robert BrokampGuest: Dan CaplingerEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1122</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is the “Santa Rally” Cancelled This Year?</title><link>https://www.spreaker.com/episode/is-the-santa-rally-cancelled-this-year--75707828</link><description><![CDATA[The stock market has slumped the first two weeks of November as investors worry about layoffs, consumer spending, and returns of the AI buildout. We discuss what we’re looking at and how we would invest if the market drops 30%. Plus, we discuss the bond market’s current view of risk, the state of streaming, and stocks on our radar.    Travis Hoium, Emily Flippen, and Jon Quast discuss:  - Is the top in for 2025?  - What bonds are telling us  - The future of streaming  - Calls and puts  - Stocks on our radar    Companies discussed: Oracle (ORCL), Axon (AXON), Zillow (Z), Spotify (SPOT), Celsius (CELH), Monster (MNST), Dollar General (DG), Unity (U), Roku (ROKU), Airbnb (ABNB), Disney (DIS), Netflix (NFLX).    Host: Travis Hoium  Guests: Emily Flippen, 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]]></description><guid isPermaLink="false">4634020e-c1a3-11f0-a5c9-a3dc2b868ee1</guid><pubDate>Fri, 14 Nov 2025 21:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707828/arml2752717537.mp3" length="59394980" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The stock market has slumped the first two weeks of November as investors worry about layoffs, consumer spending, and returns of the AI buildout. We discuss what we’re looking at and how we would invest if the market drops 30%. Plus, we discuss the...</itunes:subtitle><itunes:summary><![CDATA[The stock market has slumped the first two weeks of November as investors worry about layoffs, consumer spending, and returns of the AI buildout. We discuss what we’re looking at and how we would invest if the market drops 30%. Plus, we discuss the bond market’s current view of risk, the state of streaming, and stocks on our radar.    Travis Hoium, Emily Flippen, and Jon Quast discuss:  - Is the top in for 2025?  - What bonds are telling us  - The future of streaming  - Calls and puts  - Stocks on our radar    Companies discussed: Oracle (ORCL), Axon (AXON), Zillow (Z), Spotify (SPOT), Celsius (CELH), Monster (MNST), Dollar General (DG), Unity (U), Roku (ROKU), Airbnb (ABNB), Disney (DIS), Netflix (NFLX).    Host: Travis Hoium  Guests: Emily Flippen, 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]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Au revoir, Warren….</title><link>https://www.spreaker.com/episode/au-revoir-warren--75707833</link><description><![CDATA[Warren Buffett’s surprise announcement this past May that he would be stepping down as Berkshire Hathaway’s CEO lefty a few lingering questions that many ardent Berkshire followers wanted to know. Many of those questions were answered in this week’s letter he penned to shareholders that will be his new Thanksgiving tradition.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - The end of the government shutdown and the market’s “meh” response throughout.  - Buffett quietly exiting stage left and his lasting impact on all of us.  - Stocks on our radar.    Companies discussed: BRK-A, BRK-B, CSIQ, APPN, DECK    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">e79bae3c-c0d9-11f0-8758-bb9f175c4d37</guid><pubDate>Thu, 13 Nov 2025 21:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707833/arml8172564116.mp3" length="29750542" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Warren Buffett’s surprise announcement this past May that he would be stepping down as Berkshire Hathaway’s CEO lefty a few lingering questions that many ardent Berkshire followers wanted to know. Many of those questions were answered in this week’s...</itunes:subtitle><itunes:summary><![CDATA[Warren Buffett’s surprise announcement this past May that he would be stepping down as Berkshire Hathaway’s CEO lefty a few lingering questions that many ardent Berkshire followers wanted to know. Many of those questions were answered in this week’s letter he penned to shareholders that will be his new Thanksgiving tradition.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - The end of the government shutdown and the market’s “meh” response throughout.  - Buffett quietly exiting stage left and his lasting impact on all of us.  - Stocks on our radar.    Companies discussed: BRK-A, BRK-B, CSIQ, APPN, DECK    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1232</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can AI Drive Peloton’s Comeback?</title><link>https://www.spreaker.com/episode/can-ai-drive-peloton-s-comeback--75707709</link><description><![CDATA[We discuss Pfizer’s $10 billion deal to buy Metsera and finally get into weight loss. Plus, Peloton is making a compeback and Circle is growing on the back of stablecoins, but Coinbase may be the real winner here.    Travis Hoium, Rachel Warren, and Jon Quast discuss:  - Pfizer buying Metsera  - Peloton’s comeback  - Circle’s growth and why Coinbase is a winner    Companies discussed: Pfizer (PFE), Peloton (PTON), Circle (CRCL), Coinbase (COIN).    Host: Travis Hoium  Guests: Rachel Warren, 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]]></description><guid isPermaLink="false">7de5eeec-c00e-11f0-aca5-7be00f340f07</guid><pubDate>Wed, 12 Nov 2025 21:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707709/arml7346028570.mp3" length="34026582" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss Pfizer’s $10 billion deal to buy Metsera and finally get into weight loss. Plus, Peloton is making a compeback and Circle is growing on the back of stablecoins, but Coinbase may be the real winner here.    Travis Hoium, Rachel Warren, and...</itunes:subtitle><itunes:summary><![CDATA[We discuss Pfizer’s $10 billion deal to buy Metsera and finally get into weight loss. Plus, Peloton is making a compeback and Circle is growing on the back of stablecoins, but Coinbase may be the real winner here.    Travis Hoium, Rachel Warren, and Jon Quast discuss:  - Pfizer buying Metsera  - Peloton’s comeback  - Circle’s growth and why Coinbase is a winner    Companies discussed: Pfizer (PFE), Peloton (PTON), Circle (CRCL), Coinbase (COIN).    Host: Travis Hoium  Guests: Rachel Warren, 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]]></itunes:summary><itunes:duration>1410</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Quantum Computing… In Space!</title><link>https://www.spreaker.com/episode/quantum-computing-in-space--75707854</link><description><![CDATA[We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket.    Emily Flippen, Jason Hall, and Keith Speights:  - Break down CoreWeave’s latest results, including booming backlog, heavy capex, and whether an AI infrastructure arms race can still reward shareholders.  - Compare CoreWeave’s reality to “up-and-coming” quantum names like Rigetti, IonQ, D-Wave, and QUBT – and make the case for (or against) taking the tech-giant route with Alphabet or Microsoft instead.  - Explain why Rocket Lab’s record revenue, rising margins, and growing backlog are bright spots in a bruised space sector – and how government shutdown drama factors into the story.  - Dig into AST SpaceMobile’s satellite-to-cell strategy, big-name carrier partners, ambitious launch plans, and why 2026 could be a make-or-break year for the stock.    Companies discussed: CRWV, RGTI, RKLB, SPCE, ASTS    Host: Emily Flippen, Jason Hall, Keith Speights  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]]></description><guid isPermaLink="false">810ec27a-bf40-11f0-a2b8-df243947118e</guid><pubDate>Tue, 11 Nov 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707854/arml7664140265.mp3" length="27008704" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in...</itunes:subtitle><itunes:summary><![CDATA[We’re mashing up quantum computing, AI infrastructure, and space stocks as we dig into a handful of headline-grabbing earnings reports. From GPU farms on the ground to satellites in orbit, we’re asking what’s investable now… and what still belongs in the “sci-fi someday” bucket.    Emily Flippen, Jason Hall, and Keith Speights:  - Break down CoreWeave’s latest results, including booming backlog, heavy capex, and whether an AI infrastructure arms race can still reward shareholders.  - Compare CoreWeave’s reality to “up-and-coming” quantum names like Rigetti, IonQ, D-Wave, and QUBT – and make the case for (or against) taking the tech-giant route with Alphabet or Microsoft instead.  - Explain why Rocket Lab’s record revenue, rising margins, and growing backlog are bright spots in a bruised space sector – and how government shutdown drama factors into the story.  - Dig into AST SpaceMobile’s satellite-to-cell strategy, big-name carrier partners, ambitious launch plans, and why 2026 could be a make-or-break year for the stock.    Companies discussed: CRWV, RGTI, RKLB, SPCE, ASTS    Host: Emily Flippen, Jason Hall, Keith Speights  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]]></itunes:summary><itunes:duration>1118</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tales of Unexpected Losses: AXON, TREX, WRBY</title><link>https://www.spreaker.com/episode/tales-of-unexpected-losses-axon-trex-wrby--75707919</link><description><![CDATA[Wall Street didn’t take kindly to the financial reports from Axon, Trex, and Warby Parker. Should investors be buying amid the bloodbath? We answer that question on today’s show.    Emily Flippen, Jason Hall, and Tim Beyers:  - Report what Wall Street didn’t like about AXON, TREX, and WRBY earnings.  - Make a buy, sell, or hold call on each stock.  - Play another game of Faker or Breaker.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AXON, TREX, WRBY, ACHR, HIPO, SKY    Host: Tim Beyers  Guests: Emily Flippen, 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]]></description><guid isPermaLink="false">97671992-be6d-11f0-9595-8315955b961e</guid><pubDate>Mon, 10 Nov 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707919/arml4921831250.mp3" length="30942215" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Wall Street didn’t take kindly to the financial reports from Axon, Trex, and Warby Parker. Should investors be buying amid the bloodbath? We answer that question on today’s show.    Emily Flippen, Jason Hall, and Tim Beyers:  - Report what Wall Street...</itunes:subtitle><itunes:summary><![CDATA[Wall Street didn’t take kindly to the financial reports from Axon, Trex, and Warby Parker. Should investors be buying amid the bloodbath? We answer that question on today’s show.    Emily Flippen, Jason Hall, and Tim Beyers:  - Report what Wall Street didn’t like about AXON, TREX, and WRBY earnings.  - Make a buy, sell, or hold call on each stock.  - Play another game of Faker or Breaker.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AXON, TREX, WRBY, ACHR, HIPO, SKY    Host: Tim Beyers  Guests: Emily Flippen, 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]]></itunes:summary><itunes:duration>1278</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Steph Wagner: A Woman’s Guide to Financial Freedom</title><link>https://www.spreaker.com/episode/interview-with-steph-wagner-a-woman-s-guide-to-financial-freedom--75707939</link><description><![CDATA[Steph Wagner is the author of Fly, A Woman's Guide to Financial Freedom and Building a Life You Love. Motley Fool contributor Rachel Warren recently talked with Wagner about financial empowerment, retirement, and building a life you love.     Host: Rachel WarrenProducer: Bart Shannon, Mac Greer    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]]></description><guid isPermaLink="false">ea515834-bc2e-11f0-bc06-0bfd72badf26</guid><pubDate>Sun, 09 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707939/arml1574304417.mp3" length="33703054" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Steph Wagner is the author of Fly, A Woman's Guide to Financial Freedom and Building a Life You Love. Motley Fool contributor Rachel Warren recently talked with Wagner about financial empowerment, retirement, and building a life you love.     Host:...</itunes:subtitle><itunes:summary><![CDATA[Steph Wagner is the author of Fly, A Woman's Guide to Financial Freedom and Building a Life You Love. Motley Fool contributor Rachel Warren recently talked with Wagner about financial empowerment, retirement, and building a life you love.     Host: Rachel WarrenProducer: Bart Shannon, Mac Greer    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]]></itunes:summary><itunes:duration>1393</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Gen X Can Rescue Their Retirement</title><link>https://www.spreaker.com/episode/how-gen-x-can-rescue-their-retirement--75707906</link><description><![CDATA[The oldest members of Generation X reach 60 this year. Yet most have much less than $300,000 saved for retirement, while also carrying more student loan and credit card debt than any other generation. Robert Brokamp discusses the challenges and solutions with Kerry Hannon, co-author of Retirement Bites: A Gen X Guide to Securing Your Financial Future.   Also in this episode:  -Stock market valuations are high, but there are reasons to believe the bull market can continue-Unused 529 college savings money can be transferred to a Roth IRA and not be subject to federal taxes (if done right). But what about state taxes?-Recent reports from Vanguard and J.P. Morgan Asset Management have sobering projections for U.S. stocks over the next 10 to 15 years-Over the holidays, eat, drink, be merry, and discuss estate planning with your family    Host: Robert BrokampGuest: Kerry HannonEngineer: 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.  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]]></description><guid isPermaLink="false">5e6943e6-bbec-11f0-9e71-a73d6f3b7204</guid><pubDate>Sat, 08 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707906/arml6930285743.mp3" length="30164618" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The oldest members of Generation X reach 60 this year. Yet most have much less than $300,000 saved for retirement, while also carrying more student loan and credit card debt than any other generation. Robert Brokamp discusses the challenges and...</itunes:subtitle><itunes:summary><![CDATA[The oldest members of Generation X reach 60 this year. Yet most have much less than $300,000 saved for retirement, while also carrying more student loan and credit card debt than any other generation. Robert Brokamp discusses the challenges and solutions with Kerry Hannon, co-author of Retirement Bites: A Gen X Guide to Securing Your Financial Future.   Also in this episode:  -Stock market valuations are high, but there are reasons to believe the bull market can continue-Unused 529 college savings money can be transferred to a Roth IRA and not be subject to federal taxes (if done right). But what about state taxes?-Recent reports from Vanguard and J.P. Morgan Asset Management have sobering projections for U.S. stocks over the next 10 to 15 years-Over the holidays, eat, drink, be merry, and discuss estate planning with your family    Host: Robert BrokampGuest: Kerry HannonEngineer: 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.  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]]></itunes:summary><itunes:duration>1245</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Investors Get Cold Feet in a Hot Stock Market</title><link>https://www.spreaker.com/episode/investors-get-cold-feet-in-a-hot-stock-market--75708019</link><description><![CDATA[Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar.    Jon Quast, Lou Whiteman and Emily Flippen discuss:  - The fear and greed index is showing extreme fear.  -Berkshire Hathaway is sitting on $382 billion.  -Tesla approves Elon Musk's performance award that includes important operational milestones.  -Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut.  - Stocks on our radar.    Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN    Host: Jon Quast  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.    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]]></description><guid isPermaLink="false">056ca1c2-bc26-11f0-872b-1753179d2da5</guid><pubDate>Fri, 07 Nov 2025 22:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708019/arml9274301061.mp3" length="59436364" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The...</itunes:subtitle><itunes:summary><![CDATA[Investor sentiment has dropped down to extreme fear as the financial headlines increasingly stoke concerns. Many stocks have dropped into bear territory but our analysts are decided to celebrate the "holiday" and give some of these bears a hug. The team also tackles Berkshire Hathaway's record pile of cash, Elon Musk's $1 trillion payday, and restaurant stocks before wrapping up with stocks on our radar.    Jon Quast, Lou Whiteman and Emily Flippen discuss:  - The fear and greed index is showing extreme fear.  -Berkshire Hathaway is sitting on $382 billion.  -Tesla approves Elon Musk's performance award that includes important operational milestones.  -Denny's is being acquired, Papa John's bid is pulled, and Yum! Brands may be looking for a buyer for Pizza Hut.  - Stocks on our radar.    Companies discussed: BRK.A, BRK.B, TSLA, EATZ, DPZ, PZZA, YUM, CASY, SBUX, DENN, SG, DASH, AXON, LULU, IT, SMCI, CMG, DUOL, TTD, STN    Host: Jon Quast  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.    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]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Unity Soars and Airlines Could Be in Trouble</title><link>https://www.spreaker.com/episode/unity-soars-and-airlines-could-be-in-trouble--75707922</link><description><![CDATA[Matt Frankel, Tyler Crowe, and Jon Quast discuss:  - Unity Software's strong progress toward a turnaround  - Cancelled flights expected at 40 airports  - Stocks on our radar    Companies discussed: U, PINS, RCL, WM, AGM    Host: Matt Frankel  Guests: Tyler Crowe, Jon Quast  Producer: Anand Chokkavelu  Engineer: Dan Boyd]]></description><guid isPermaLink="false">3e717b38-bb53-11f0-9bfd-bb23228a36ce</guid><pubDate>Thu, 06 Nov 2025 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707922/arml5627657780.mp3" length="30073619" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Matt Frankel, Tyler Crowe, and Jon Quast discuss:  - Unity Software's strong progress toward a turnaround  - Cancelled flights expected at 40 airports  - Stocks on our radar    Companies discussed: U, PINS, RCL, WM, AGM    Host: Matt Frankel  Guests:...</itunes:subtitle><itunes:summary><![CDATA[Matt Frankel, Tyler Crowe, and Jon Quast discuss:  - Unity Software's strong progress toward a turnaround  - Cancelled flights expected at 40 airports  - Stocks on our radar    Companies discussed: U, PINS, RCL, WM, AGM    Host: Matt Frankel  Guests: Tyler Crowe, Jon Quast  Producer: Anand Chokkavelu  Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1242</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Consumer Brands Shake Things Up…With Mergers</title><link>https://www.spreaker.com/episode/consumer-brands-shake-things-up-with-mergers--75707921</link><description><![CDATA[2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers &amp; acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman.    Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:    - Kimberly-Clark’s deal to acquire Kenvue  - The numerous portfolio shakeups in consumer brands  - Jerome Powell’s comments on AI bubbles  - What AI businesses are thriving vs those spinning their wheels    Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG          Host: Tyler Crowe   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]]></description><guid isPermaLink="false">7f80334e-ba8b-11f0-8687-cf8134bbfdb0</guid><pubDate>Wed, 05 Nov 2025 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707921/arml1539889703.mp3" length="26864717" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers &amp;amp; acquisitions, asset...</itunes:subtitle><itunes:summary><![CDATA[2025 has been quite the year for consumer brands, but not in a good way. The industry writ large has underperformed for the past three years and many of the worlds largest consumer brand companies are resorting to mergers &amp; acquisitions, asset sales, and spin offs to rejuvenate their prospects. The team looks at this as well as checking how frothy the AI market looks to the Federal Reserve chairman.    Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:    - Kimberly-Clark’s deal to acquire Kenvue  - The numerous portfolio shakeups in consumer brands  - Jerome Powell’s comments on AI bubbles  - What AI businesses are thriving vs those spinning their wheels    Companies discussed: NVDA, AMXN, MSFT, GOOG, META, KMB, KVUE, JNJ, KHC, UL, NSRGY, PEP, K, DKS, PNG          Host: Tyler Crowe   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]]></itunes:summary><itunes:duration>1108</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When Rule Breakers Find Religion (or, at least profits)</title><link>https://www.spreaker.com/episode/when-rule-breakers-find-religion-or-at-least-profits--75707877</link><description><![CDATA[Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro to dig into what these “reformed Rule Breakers” are getting right - and where the risks still lurk.    They discuss third quarter earnings reports for:  - Shopify and how its business stacks up against Amazon and agentic shopping in the battle for online commerce.  - Spotify’s margin makeover, and how the business has created scale in an industry many were skeptical of  - Uber’s transformation from “broken IPO” to cash-flow machine, and how its pricing algorithm has unlocked margin potential    Companies discussed: SHOP, SPOT, UBER, GRAB    Host: Emily Flippen, Jason Hall, Jeff Santoro  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.    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]]></description><guid isPermaLink="false">ae78d774-b9c2-11f0-a8d4-f79288efb501</guid><pubDate>Tue, 04 Nov 2025 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707877/arml9640267739.mp3" length="28242186" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro...</itunes:subtitle><itunes:summary><![CDATA[Spotify, Shopify, and Uber were once the poster children for “growth at any cost.” Today, they’re talking cash flow, margins, and discipline. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Jason Hall and Jeff Santoro to dig into what these “reformed Rule Breakers” are getting right - and where the risks still lurk.    They discuss third quarter earnings reports for:  - Shopify and how its business stacks up against Amazon and agentic shopping in the battle for online commerce.  - Spotify’s margin makeover, and how the business has created scale in an industry many were skeptical of  - Uber’s transformation from “broken IPO” to cash-flow machine, and how its pricing algorithm has unlocked margin potential    Companies discussed: SHOP, SPOT, UBER, GRAB    Host: Emily Flippen, Jason Hall, Jeff Santoro  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.    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]]></itunes:summary><itunes:duration>1165</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech Earnings and Reckless Predictions</title><link>https://www.spreaker.com/episode/big-tech-earnings-and-reckless-predictions--75707875</link><description><![CDATA[Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead?    Rick Munarriz, Sanmeet Deo, and Tim Beyers:  - Discuss macro takeaways from last week’s Big Tech earnings.  - Dig into the details for the unusual news in each report.  - Make a few reckless predictions of what’s to come from Big Tech.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AAPL, AMZN, GOOGL, META, MSFT    Host: Tim Beyers  Guests: Rick Munarriz, Sanmeet Deo  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]]></description><guid isPermaLink="false">e6c1f29e-b8ed-11f0-9974-0b62edb8e6b3</guid><pubDate>Mon, 03 Nov 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707875/arml2429770509.mp3" length="30441817" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead?    Rick Munarriz, Sanmeet Deo, and Tim Beyers:  - Discuss macro takeaways from last week’s Big Tech earnings.  - Dig into the details for the...</itunes:subtitle><itunes:summary><![CDATA[Five of the Big Tech Behemoths reported last week. What did we learn and what should we expect looking ahead?    Rick Munarriz, Sanmeet Deo, and Tim Beyers:  - Discuss macro takeaways from last week’s Big Tech earnings.  - Dig into the details for the unusual news in each report.  - Make a few reckless predictions of what’s to come from Big Tech.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AAPL, AMZN, GOOGL, META, MSFT    Host: Tim Beyers  Guests: Rick Munarriz, Sanmeet Deo  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]]></itunes:summary><itunes:duration>1257</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why Income Investors Should Look Beyond Index Funds</title><link>https://www.spreaker.com/episode/why-income-investors-should-look-beyond-index-funds--75707969</link><description><![CDATA[Should investors take stock in preferred stock? Motley Fool analysts Matt Argersinger and Anthony Schiavone talk with Infrastructure Capital Advisors CEO Jay Hatfield about preferred stocks and why income investors should look beyond index funds.    Host: Matt Argersinger, Anthony Schiavone   Producer: Bart Shannon, Mac Greer    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]]></description><guid isPermaLink="false">b3874a74-b61c-11f0-837e-1324dc2f73e2</guid><pubDate>Sun, 02 Nov 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707969/arml5310412627.mp3" length="26816184" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Should investors take stock in preferred stock? Motley Fool analysts Matt Argersinger and Anthony Schiavone talk with Infrastructure Capital Advisors CEO Jay Hatfield about preferred stocks and why income investors should look beyond index funds....</itunes:subtitle><itunes:summary><![CDATA[Should investors take stock in preferred stock? Motley Fool analysts Matt Argersinger and Anthony Schiavone talk with Infrastructure Capital Advisors CEO Jay Hatfield about preferred stocks and why income investors should look beyond index funds.    Host: Matt Argersinger, Anthony Schiavone   Producer: Bart Shannon, Mac Greer    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]]></itunes:summary><itunes:duration>1106</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Morgan Housel on the Forces That Drive Our Spending</title><link>https://www.spreaker.com/episode/morgan-housel-on-the-forces-that-drive-our-spending--75707925</link><description><![CDATA[What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor? Morgan Housel answers those questions and provides insights from his latest book, The Art of Spending.  Also in this episode:  -International stocks have notched a 30% gain so far this year-The Fed cut rates but dampened expectations for December-The job market is always in flux, as demonstrated by a slew of recent layoffs-The most tax-efficient way to give to charities may be donating appreciated shares of stock    Host: Robert BrokampGuest: Morgan HouselEngineer: Bart Shannon     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]]></description><guid isPermaLink="false">9c7ec4f4-b5b5-11f0-99f8-e3ad5e66eb95</guid><pubDate>Sat, 01 Nov 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707925/arml3219946998.mp3" length="25684912" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor? Morgan Housel answers those questions and provides insights from his latest book, The Art of Spending.  Also in...</itunes:subtitle><itunes:summary><![CDATA[What makes the U.S. consumer and investor unique? Are we biologically programmed to be dissatisfied? Should you want your kids to be poor? Morgan Housel answers those questions and provides insights from his latest book, The Art of Spending.  Also in this episode:  -International stocks have notched a 30% gain so far this year-The Fed cut rates but dampened expectations for December-The job market is always in flux, as demonstrated by a slew of recent layoffs-The most tax-efficient way to give to charities may be donating appreciated shares of stock    Host: Robert BrokampGuest: Morgan HouselEngineer: Bart Shannon     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]]></itunes:summary><itunes:duration>1059</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech Breaks the Bank for AI</title><link>https://www.spreaker.com/episode/big-tech-breaks-the-bank-for-ai--75708032</link><description><![CDATA[Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar.    Travis Hoium, Lou Whiteman, and Asit Sharma discuss:  - Alphabet’s big cloud quarter  - Meta’s AI questions  - Amazon and AWS growth  - Netflix’s surprising stock split    Companies discussed: Nike (NKE), On Holding (ONON), Alphabet (GOOG), Meta (META), Netflix (NFLX), Coinbase (COIN), Microsoft (MSFT), Chipotle (CMG).     Host: Travis Hoium  Guests: Lou Whiteman, Asit Sharma  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]]></description><guid isPermaLink="false">3241e2c6-b699-11f0-aeee-9f78fdef132e</guid><pubDate>Fri, 31 Oct 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708032/arml5236045113.mp3" length="59442467" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar.    Travis Hoium,...</itunes:subtitle><itunes:summary><![CDATA[Big tech earnings were the talk of the market this week and we covered a blowout from Alphabet, questions about Meta, and why Amazon has its mojo back. To finish the show, we play “Trick or Treat” and discuss the stocks on our radar.    Travis Hoium, Lou Whiteman, and Asit Sharma discuss:  - Alphabet’s big cloud quarter  - Meta’s AI questions  - Amazon and AWS growth  - Netflix’s surprising stock split    Companies discussed: Nike (NKE), On Holding (ONON), Alphabet (GOOG), Meta (META), Netflix (NFLX), Coinbase (COIN), Microsoft (MSFT), Chipotle (CMG).     Host: Travis Hoium  Guests: Lou Whiteman, Asit Sharma  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]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Alphabet Soars While Meta Sinks</title><link>https://www.spreaker.com/episode/alphabet-soars-while-meta-sinks--75707941</link><description><![CDATA[2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Meta’s ambitious spending plan sending the stock down  -Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews  -One year without Brian Niccol at Chipotle   -One year with Brian Niccol at Starbucks    Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">5b35b840-b5ce-11f0-826e-7be40c25754e</guid><pubDate>Thu, 30 Oct 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707941/arml7236416145.mp3" length="27065144" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these...</itunes:subtitle><itunes:summary><![CDATA[2025 has been the year of AI capex (so far). Companies have been announcing huge spending increases and signing deals to secure critical supplies like semiconductors for years into the future. So far, the market has responded well to these announcements. Except today when Meta announced the most ambitious AI capital spending plan of the Magnificent 7 companies and the market blinked.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Meta’s ambitious spending plan sending the stock down  -Microsoft’s and Alphabet’s earnings and outlook getting mixed reviews  -One year without Brian Niccol at Chipotle   -One year with Brian Niccol at Starbucks    Companies discussed: META, GOOG, MSFT, CMG, SBUX, AMZN    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1116</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Microsoft Gets $135 Billion OpenAI Stake</title><link>https://www.spreaker.com/episode/microsoft-gets-135-billion-openai-stake--75708202</link><description><![CDATA[Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine.    Travis Hoium, Lou Whitemand, and Rachel Warren discuss:  - Microsoft’s $135 billion OpenAI stake  - Rolling layoffs in Corporate America  - NVIDIA’s deals in robotics, aviation, and medicine    Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS).    Host: Travis Hoium  Guests: Lou Whitemand, 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]]></description><guid isPermaLink="false">d5023fac-b503-11f0-85b3-63e307fe3faa</guid><pubDate>Wed, 29 Oct 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708202/arml5728417308.mp3" length="30730035" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss...</itunes:subtitle><itunes:summary><![CDATA[Microsoft has agreed to a deal that will allow OpenAI to become a for-profit company, likely paving the way for an IPO. The tech giant’s stake will be worth $135 billion and comes with another $250 billion in cloud computing revenue. We also discuss recent jobs news and the future of AI in transportation and medicine.    Travis Hoium, Lou Whitemand, and Rachel Warren discuss:  - Microsoft’s $135 billion OpenAI stake  - Rolling layoffs in Corporate America  - NVIDIA’s deals in robotics, aviation, and medicine    Companies discussed: Microsoft (MSFT), Amazon (AMZN), Target (TGT), NVIDIA (NVDA), UPS (UPS).    Host: Travis Hoium  Guests: Lou Whitemand, 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]]></itunes:summary><itunes:duration>1269</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ripple Effects of the Government Shutdown</title><link>https://www.spreaker.com/episode/ripple-effects-of-the-government-shutdown--75707862</link><description><![CDATA[Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fed’s next move to the on-the-ground impact for contractors, biotechs, and housing.    Companies discussed: NOC, PLTR, BAH, ACN, MSFT, LLY, AMTM    Host: Emily Flippen, Jason Hall, Keith Speights  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]]></description><guid isPermaLink="false">fc310be0-b426-11f0-ae3d-3f45437aadee</guid><pubDate>Tue, 28 Oct 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707862/arml7405338043.mp3" length="31101244" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fed’s next move to the on-the-ground impact for...</itunes:subtitle><itunes:summary><![CDATA[Host Emily Flippen is joined by Motley Fool analysts Jason Hall and Keith Speights to unpack how a prolonged U.S. government shutdown ripples through markets - from missing economic reports and the Fed’s next move to the on-the-ground impact for contractors, biotechs, and housing.    Companies discussed: NOC, PLTR, BAH, ACN, MSFT, LLY, AMTM    Host: Emily Flippen, Jason Hall, Keith Speights  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]]></itunes:summary><itunes:duration>1284</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI’s Power Problem</title><link>https://www.spreaker.com/episode/ai-s-power-problem--75707732</link><description><![CDATA[AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast?    Nick Sciple, Seth Jayson, and Tim Beyers:  - Discuss the vast sums being invested in power infrastructure, and whether current plans will be enough to meet demand.  - Cover the opportunities and complications from filling the void with existing and emerging nuclear technology.  - Playing a nuclear-themed game of Faker or Breaker.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: NUE, GEV, OKLO, MSFT, DXCM, NNE, SMR    Host: Tim Beyers  Guests: Nick Sciple, Seth Jayson  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]]></description><guid isPermaLink="false">27d52216-b36b-11f0-a66a-434b70e0e9d6</guid><pubDate>Mon, 27 Oct 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707732/arml7852863834.mp3" length="37938315" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast?    Nick Sciple, Seth Jayson, and Tim Beyers:  - Discuss the vast sums being invested in power infrastructure, and...</itunes:subtitle><itunes:summary><![CDATA[AIs are hungry and growing more insatiable by the day. Will we be able to sustainably generate the power needed to feed the AI beast?    Nick Sciple, Seth Jayson, and Tim Beyers:  - Discuss the vast sums being invested in power infrastructure, and whether current plans will be enough to meet demand.  - Cover the opportunities and complications from filling the void with existing and emerging nuclear technology.  - Playing a nuclear-themed game of Faker or Breaker.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: NUE, GEV, OKLO, MSFT, DXCM, NNE, SMR    Host: Tim Beyers  Guests: Nick Sciple, Seth Jayson  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]]></itunes:summary><itunes:duration>1569</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Scott D. Anthony: Epic Disruptions</title><link>https://www.spreaker.com/episode/interview-with-scott-d-anthony-epic-disruptions--75707831</link><description><![CDATA[Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World. Motley Fool analyst Sanmeet Deo recently talked with Anthony about innovation, AI, and the business of disruption.   Host: Sanmeet DeoProducer: Bart Shannon, Mac GreerAdvertisements 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]]></description><guid isPermaLink="false">f5c90e38-adfa-11f0-bdc5-db25ba59befd</guid><pubDate>Sun, 26 Oct 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707831/arml1804837841.mp3" length="36342482" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World. Motley Fool analyst Sanmeet Deo recently talked with Anthony about...</itunes:subtitle><itunes:summary><![CDATA[Scott D. Anthony is a professor of strategy at Dartmouth's Tuck School of Business and author of the new book, Epic Disruptions: 11 Innovations that Shaped Our Modern World. Motley Fool analyst Sanmeet Deo recently talked with Anthony about innovation, AI, and the business of disruption.   Host: Sanmeet DeoProducer: Bart Shannon, Mac GreerAdvertisements 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]]></itunes:summary><itunes:duration>1503</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sahil Bloom on the 5 Types of Wealth</title><link>https://www.spreaker.com/episode/sahil-bloom-on-the-5-types-of-wealth--75708198</link><description><![CDATA[Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life, which became a New York Times bestseller. In this rebroadcast of an interview from earlier this year, Motley Fool personal finance expert Robert Brokamp caught up with Bloom for a conversation about:    -Why social, physical, mental, and time wealth are just as important as financial wealth-The transformative power of creating an energy calendar-What social media gets wrong about health advice-Why to never think twice about an investment in yourself    Host: Robert BrokampGuest: Sahil BloomEngineers: Rick Engdahl and 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.  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]]></description><guid isPermaLink="false">cd529248-ad01-11f0-ae3c-d735c8d83cb5</guid><pubDate>Sat, 25 Oct 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708198/arml1412809893.mp3" length="65584482" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life, which became a New York...</itunes:subtitle><itunes:summary><![CDATA[Sahil Bloom writes The Curiosity Chronicle newsletter and is the managing partner of SRB Ventures, a venture investment firm. He is also the author of The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life, which became a New York Times bestseller. In this rebroadcast of an interview from earlier this year, Motley Fool personal finance expert Robert Brokamp caught up with Bloom for a conversation about:    -Why social, physical, mental, and time wealth are just as important as financial wealth-The transformative power of creating an energy calendar-What social media gets wrong about health advice-Why to never think twice about an investment in yourself    Host: Robert BrokampGuest: Sahil BloomEngineers: Rick Engdahl and 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.  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]]></itunes:summary><itunes:duration>2721</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Investing After Cloud Outages &amp; The End for Electric Vehicles?</title><link>https://www.spreaker.com/episode/investing-after-cloud-outages-the-end-for-electric-vehicles--75708091</link><description><![CDATA[We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech.    Travis Hoium, Lou Whiteman, and Jason Hall discuss:  - Cloud outages  - GM’s results and the EV future  - The rise of the co-CEO  - Apple’s iPhone growth    Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Hall  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]]></description><guid isPermaLink="false">16ebd626-af5a-11f0-9dbe-6399c1651a0b</guid><pubDate>Fri, 24 Oct 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708091/arml7437746052.mp3" length="59870052" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech.    Travis Hoium, Lou Whiteman, and Jason Hall discuss:  -...</itunes:subtitle><itunes:summary><![CDATA[We discuss how cloud outages may impact stocks beyond Amazon. Plus, GM’s great results may show how weak EV sales will be in the U.S. and the how Co-CEO roles have become so popular in tech.    Travis Hoium, Lou Whiteman, and Jason Hall discuss:  - Cloud outages  - GM’s results and the EV future  - The rise of the co-CEO  - Apple’s iPhone growth    Companies discussed: Apple (AAPL), Amazon (AMZN), Alphabet (GOOG, GOOGL), General Motors (GM), Tesla (TSLA), NVIDIA (NVDA), General Electric (GE), Walmart (WMT), Meta (META), Netflix (NFLX).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Hall  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]]></itunes:summary><itunes:duration>2483</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla’s Margins Face Headwinds</title><link>https://www.spreaker.com/episode/tesla-s-margins-face-headwinds--75707990</link><description><![CDATA[There are a plethora of so-called stock market calendar effects. What are they and how should Foolish investors think about them? Matt and Jon also take a look at Tesla’s latest financial report as well as make some bullish stock predictions for two companies that were previously booted from the S&amp;P 500.   Jon Quast and Matt Frankel discuss:    - Calendar related trading patterns such as tax-loss harvesting season, the Santa Claus rally, and the January Barometer.  - Tesla’s financial results for the third quarter of 2025.  - Stocks on our radar – companies that were removed from the S&amp;P 500 within the last 18 months    Companies discussed: ETSY, ENPH, AMZN, TSLA    Host: Jon QuastGuest: Matt FrankelEngineer: 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.]]></description><guid isPermaLink="false">843b5436-b040-11f0-ab6c-2f66574ea82b</guid><pubDate>Thu, 23 Oct 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707990/arml9860703559.mp3" length="27180793" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There are a plethora of so-called stock market calendar effects. What are they and how should Foolish investors think about them? Matt and Jon also take a look at Tesla’s latest financial report as well as make some bullish stock predictions for two...</itunes:subtitle><itunes:summary><![CDATA[There are a plethora of so-called stock market calendar effects. What are they and how should Foolish investors think about them? Matt and Jon also take a look at Tesla’s latest financial report as well as make some bullish stock predictions for two companies that were previously booted from the S&amp;P 500.   Jon Quast and Matt Frankel discuss:    - Calendar related trading patterns such as tax-loss harvesting season, the Santa Claus rally, and the January Barometer.  - Tesla’s financial results for the third quarter of 2025.  - Stocks on our radar – companies that were removed from the S&amp;P 500 within the last 18 months    Companies discussed: ETSY, ENPH, AMZN, TSLA    Host: Jon QuastGuest: Matt FrankelEngineer: 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.]]></itunes:summary><itunes:duration>1121</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Travis Kelce’s Six Flags Activist Role &amp; the Rise of Celebrity Investors</title><link>https://www.spreaker.com/episode/travis-kelce-s-six-flags-activist-role-the-rise-of-celebrity-investors--75707892</link><description><![CDATA[We discuss the growing prevalence of celebrities being involved in big investment moves by VC and hedge funds, including Travis Kelce taking a role in Jana Partners’ 9% stake in Six Flags. We also debate the launch of ChatGPT Atlas and a potential deal between Warner Bros. Discovery and Skydance.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Six Flags activists  - ChatGPT gets a browser  - Interest in a Warner Bros. Discovery buyout    Companies discussed: Warner Bros. Discovery (WBD), Alphabet (GOOG, GOOGL), Six Flags (FUN).    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]]></description><guid isPermaLink="false">3eb29bc2-af5f-11f0-a573-6f1ba2a710e4</guid><pubDate>Wed, 22 Oct 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707892/arml9999798765.mp3" length="31693569" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss the growing prevalence of celebrities being involved in big investment moves by VC and hedge funds, including Travis Kelce taking a role in Jana Partners’ 9% stake in Six Flags. We also debate the launch of ChatGPT Atlas and a potential...</itunes:subtitle><itunes:summary><![CDATA[We discuss the growing prevalence of celebrities being involved in big investment moves by VC and hedge funds, including Travis Kelce taking a role in Jana Partners’ 9% stake in Six Flags. We also debate the launch of ChatGPT Atlas and a potential deal between Warner Bros. Discovery and Skydance.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Six Flags activists  - ChatGPT gets a browser  - Interest in a Warner Bros. Discovery buyout    Companies discussed: Warner Bros. Discovery (WBD), Alphabet (GOOG, GOOGL), Six Flags (FUN).    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]]></itunes:summary><itunes:duration>1309</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Polymarket, Kalshi, and the Line Between Investing or Gambling</title><link>https://www.spreaker.com/episode/polymarket-kalshi-and-the-line-between-investing-or-gambling--75707898</link><description><![CDATA[Prediction markets are having a moment - from Fed odds to football. In this episode of Motley Fool Money, host Emily Flippen, with analysts Jason Hall and Sanmeet Deo, break down what prediction markets are, why they exploded, how regulators view them, and the smartest ways investors might (or might not) get exposure.  Companies discussed: HOOD, ICE    Host: Emily Flippen, Jason Hall, Sanmeet DeoProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">6d46b12a-aea7-11f0-a64e-ab3f92fe409a</guid><pubDate>Tue, 21 Oct 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707898/arml5257959090.mp3" length="25085841" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Prediction markets are having a moment - from Fed odds to football. In this episode of Motley Fool Money, host Emily Flippen, with analysts Jason Hall and Sanmeet Deo, break down what prediction markets are, why they exploded, how regulators view...</itunes:subtitle><itunes:summary><![CDATA[Prediction markets are having a moment - from Fed odds to football. In this episode of Motley Fool Money, host Emily Flippen, with analysts Jason Hall and Sanmeet Deo, break down what prediction markets are, why they exploded, how regulators view them, and the smartest ways investors might (or might not) get exposure.  Companies discussed: HOOD, ICE    Host: Emily Flippen, Jason Hall, Sanmeet DeoProducer: Anand ChokkaveluEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1034</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AWS Goes AWOL: Are we Too Dependent on the Cloud?</title><link>https://www.spreaker.com/episode/aws-goes-awol-are-we-too-dependent-on-the-cloud--75707905</link><description><![CDATA[AWS goes down again. Is it time to re-assess risk in the cloud and AI-era, where so much of the digital assistance we get is housed someplace we can’t see and controlled by someone we don’t know?    David Meier, Tom King, and Tim Beyers:  - Discuss the failures that led to the AWS outage this morning and which companies are services were impacted as a result.  - Debate whether companies have become too dependent on AWS and its peers, especially when virtually all the in-demand AI services we’re banking on are hosted in these clouds.  - Play another game of Faker or Breaker with three companies impacted by the AWS outage.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AMZN, LYFT, UBER, HOOD, COIN, RBLX    Host: Tim Beyers  Guests: David Meier, 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]]></description><guid isPermaLink="false">8c3228da-adf8-11f0-80d7-d39fcdb6dffd</guid><pubDate>Mon, 20 Oct 2025 21:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707905/arml8866231511.mp3" length="30382213" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AWS goes down again. Is it time to re-assess risk in the cloud and AI-era, where so much of the digital assistance we get is housed someplace we can’t see and controlled by someone we don’t know?    David Meier, Tom King, and Tim Beyers:  - Discuss...</itunes:subtitle><itunes:summary><![CDATA[AWS goes down again. Is it time to re-assess risk in the cloud and AI-era, where so much of the digital assistance we get is housed someplace we can’t see and controlled by someone we don’t know?    David Meier, Tom King, and Tim Beyers:  - Discuss the failures that led to the AWS outage this morning and which companies are services were impacted as a result.  - Debate whether companies have become too dependent on AWS and its peers, especially when virtually all the in-demand AI services we’re banking on are hosted in these clouds.  - Play another game of Faker or Breaker with three companies impacted by the AWS outage.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: AMZN, LYFT, UBER, HOOD, COIN, RBLX    Host: Tim Beyers  Guests: David Meier, 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]]></itunes:summary><itunes:duration>1254</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Motley Fool Co-Founder Tom Gardner: The Quarterly Call</title><link>https://www.spreaker.com/episode/motley-fool-co-founder-tom-gardner-the-quarterly-call--75707791</link><description><![CDATA[In our second Quarterly Call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas. For today's Motley Fool Money episode, we're sharing the audio version of that Quarterly Call.  00:50  Where We Are Now12:20  What To Do About It15:00  Five Investment IdeasGuest: Tom Gardner  Producers: Mac Greer, 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.  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]]></description><guid isPermaLink="false">7293245c-ac8f-11f0-876c-338c69ec0924</guid><pubDate>Sun, 19 Oct 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707791/arml3796023619.mp3" length="29603082" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In our second Quarterly Call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas. For today's Motley Fool Money episode, we're sharing the audio version of that...</itunes:subtitle><itunes:summary><![CDATA[In our second Quarterly Call, Motley Fool CEO and co-founder Tom Gardner talked about the current market and what to do about it. Tom also shared five investment ideas. For today's Motley Fool Money episode, we're sharing the audio version of that Quarterly Call.  00:50  Where We Are Now12:20  What To Do About It15:00  Five Investment IdeasGuest: Tom Gardner  Producers: Mac Greer, 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.  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]]></itunes:summary><itunes:duration>1222</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Making the Most of Medicare, and the Bull Turns 3</title><link>https://www.spreaker.com/episode/making-the-most-of-medicare-and-the-bull-turns-3--75708055</link><description><![CDATA[Retirement will be an opportunity to do many things you always wanted to do. But it may also be a time when you have to do something you’ve never had to do – namely, get your own health insurance. Most retirees will get their health insurance through Medicare, which in many ways is far more complicated than the health insurance they were receiving from their employers. Robert Brokamp speaks with CoverRight CEO Richard Chan about Medicare essentials where to go to get help during the current open enrollment period.    Also in this episode:  -The S&amp;P 500 is up 90% since the current bull market began in October of 2022, but some investments have done even better – while others, not quite as good-The average price of a new automobile crossed $50,000 for the first time ever, yet down payments on purchases are as low as they’ve been since 2021-Those annoying texts telling you that you owe toll-booth money? They’re a scam, and have raked in more than $1 billion over the past three years-Two rules of thumb for determining how much life insurance coverage you should have    Host: Robert BrokampGuest: Richard ChanEngineer: 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.  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]]></description><guid isPermaLink="false">2a23423e-aadb-11f0-acc6-9f960e72f4bd</guid><pubDate>Sat, 18 Oct 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708055/arml3063059894.mp3" length="22861289" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Retirement will be an opportunity to do many things you always wanted to do. But it may also be a time when you have to do something you’ve never had to do – namely, get your own health insurance. Most retirees will get their health insurance through...</itunes:subtitle><itunes:summary><![CDATA[Retirement will be an opportunity to do many things you always wanted to do. But it may also be a time when you have to do something you’ve never had to do – namely, get your own health insurance. Most retirees will get their health insurance through Medicare, which in many ways is far more complicated than the health insurance they were receiving from their employers. Robert Brokamp speaks with CoverRight CEO Richard Chan about Medicare essentials where to go to get help during the current open enrollment period.    Also in this episode:  -The S&amp;P 500 is up 90% since the current bull market began in October of 2022, but some investments have done even better – while others, not quite as good-The average price of a new automobile crossed $50,000 for the first time ever, yet down payments on purchases are as low as they’ve been since 2021-Those annoying texts telling you that you owe toll-booth money? They’re a scam, and have raked in more than $1 billion over the past three years-Two rules of thumb for determining how much life insurance coverage you should have    Host: Robert BrokampGuest: Richard ChanEngineer: 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.  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]]></itunes:summary><itunes:duration>941</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Investing Has Changed In the Last 5 Years</title><link>https://www.spreaker.com/episode/how-investing-has-changed-in-the-last-5-years--75708075</link><description><![CDATA[Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the “cockroaches” that could be hiding in the market.    Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:  - How highly shorted stocks and memes have outperformed the market  - TSMC and ASML’s earnings  - Hidden leverage in the market  - Google’s new medical AI    Companies discussed: Taiwan Semiconductor (TSM), ASML (ASML), AMC (AMC), Gamestop (GME), Bitcoin (BTC), Alphabet (GOOG), Palantir (PLTR), Coinbase (COIN), NVIDIA (NVDA), AMD (AMD), Joby (JOBY), Delta (DAL).    Host: Travis Hoium  Guests: Lou Whiteman, Dan Caplinger  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]]></description><guid isPermaLink="false">e90bdb60-ab9a-11f0-bcd6-3f63d50217f1</guid><pubDate>Fri, 17 Oct 2025 20:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708075/arml7057441335.mp3" length="59496715" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the...</itunes:subtitle><itunes:summary><![CDATA[Stocks with a high short interest have outperformed the market over the past five years, but is this meme trading or a new trend in long-term investing? Plus, the crew talks about Taiwan Semiconductor’s earnings, Google’s medical AI, and the “cockroaches” that could be hiding in the market.    Travis Hoium, Lou Whiteman, and Dan Caplinger discuss:  - How highly shorted stocks and memes have outperformed the market  - TSMC and ASML’s earnings  - Hidden leverage in the market  - Google’s new medical AI    Companies discussed: Taiwan Semiconductor (TSM), ASML (ASML), AMC (AMC), Gamestop (GME), Bitcoin (BTC), Alphabet (GOOG), Palantir (PLTR), Coinbase (COIN), NVIDIA (NVDA), AMD (AMD), Joby (JOBY), Delta (DAL).    Host: Travis Hoium  Guests: Lou Whiteman, Dan Caplinger  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]]></itunes:summary><itunes:duration>2468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Private Assets Meet Public Markets</title><link>https://www.spreaker.com/episode/private-assets-meet-public-markets--75707792</link><description><![CDATA[One way or another, companies will find a way to let individuals own private assets in their retirement accounts. At this point, a new news story appears with a big bank or asset manager looking to sell private assets to individuals. This week, we discuss how investors should view private asset opportunities in their investing accounts, big bank earnings, and stocks on our radar.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Earnings, outlooks, and conference call commentary from the big banks third quarter.  -Private asset’s role in an investors portfolio  -Stocks on our radar    Companies discussed: WFC, BAC, MS, GS, JPM, BLK, BK, TRIP, ABNB, ESRG, SLG, SLM    Host: Tyler Crowe   Guests: Matt Frankel, Jon Quast  Engineer: Dan Boyd]]></description><guid isPermaLink="false">2e9014b0-aad0-11f0-8ab3-0f2b7a81b3cb</guid><pubDate>Thu, 16 Oct 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707792/arml9556891606.mp3" length="26867086" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>One way or another, companies will find a way to let individuals own private assets in their retirement accounts. At this point, a new news story appears with a big bank or asset manager looking to sell private assets to individuals. This week, we...</itunes:subtitle><itunes:summary><![CDATA[One way or another, companies will find a way to let individuals own private assets in their retirement accounts. At this point, a new news story appears with a big bank or asset manager looking to sell private assets to individuals. This week, we discuss how investors should view private asset opportunities in their investing accounts, big bank earnings, and stocks on our radar.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Earnings, outlooks, and conference call commentary from the big banks third quarter.  -Private asset’s role in an investors portfolio  -Stocks on our radar    Companies discussed: WFC, BAC, MS, GS, JPM, BLK, BK, TRIP, ABNB, ESRG, SLG, SLM    Host: Tyler Crowe   Guests: Matt Frankel, Jon Quast  Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1108</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>ASML’s Earnings &amp; How to Follow Earnings Season</title><link>https://www.spreaker.com/episode/asml-s-earnings-how-to-follow-earnings-season--75707838</link><description><![CDATA[ASML reported earnings on Wednesday and we discuss if the company continues to be a leader in the AI boom. Then, we discuss the Fed pushing markets higher this week and hot we read earnings reports not that earnings season is upon us.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - ASML earnings  - The Fed moving markets  - How the Fed is stuck between a slowing economy and inflation  - How we read earnings reports    Companies discussed: ASML (ASML).    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]]></description><guid isPermaLink="false">524266b4-aa04-11f0-a86e-8744461682e2</guid><pubDate>Wed, 15 Oct 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707838/arml2316889281.mp3" length="27374387" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>ASML reported earnings on Wednesday and we discuss if the company continues to be a leader in the AI boom. Then, we discuss the Fed pushing markets higher this week and hot we read earnings reports not that earnings season is upon us.    Travis Hoium,...</itunes:subtitle><itunes:summary><![CDATA[ASML reported earnings on Wednesday and we discuss if the company continues to be a leader in the AI boom. Then, we discuss the Fed pushing markets higher this week and hot we read earnings reports not that earnings season is upon us.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - ASML earnings  - The Fed moving markets  - How the Fed is stuck between a slowing economy and inflation  - How we read earnings reports    Companies discussed: ASML (ASML).    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]]></itunes:summary><itunes:duration>1129</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Kids Aren’t Alright (Banks, However, Are)</title><link>https://www.spreaker.com/episode/the-kids-aren-t-alright-banks-however-are--75708080</link><description><![CDATA[In this episode of Motley Fool Money, long-time analysts Emily Flippen, Jeff Santoro, and Jason Hall dive into bank earnings, Robinhood’s meteoric rise, and take a look at how alcohol consumption has changed the landscape for vice investments.    Companies discussed: JPM, GS, WFC, HOOD, STZ, SAM    Host: Emily Flippen, Jason Hall, Jeff Santoro  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]]></description><guid isPermaLink="false">a1d5a888-a939-11f0-894f-9f22baed0be3</guid><pubDate>Tue, 14 Oct 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708080/arml9186793791.mp3" length="28955131" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In this episode of Motley Fool Money, long-time analysts Emily Flippen, Jeff Santoro, and Jason Hall dive into bank earnings, Robinhood’s meteoric rise, and take a look at how alcohol consumption has changed the landscape for vice investments....</itunes:subtitle><itunes:summary><![CDATA[In this episode of Motley Fool Money, long-time analysts Emily Flippen, Jeff Santoro, and Jason Hall dive into bank earnings, Robinhood’s meteoric rise, and take a look at how alcohol consumption has changed the landscape for vice investments.    Companies discussed: JPM, GS, WFC, HOOD, STZ, SAM    Host: Emily Flippen, Jason Hall, Jeff Santoro  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]]></itunes:summary><itunes:duration>1195</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>3 Broken Breakers Worth Buying</title><link>https://www.spreaker.com/episode/3-broken-breakers-worth-buying--75708062</link><description><![CDATA[Long-time Rule Breakers Karl Thiel, Rick Munarriz and Tim Beyers offer up three stocks that face dark clouds they can see through. Who are your favorite Broken Breakers?    Karl Thiel, Rick Munarriz, and Tim Beyers:  - Discuss the implications of mass restructuring at the federal agencies governing biotech and health care innovations.  - Profile 3 stocks broken by bad decisions, bad luck, or bad timing, but which still have plenty of Rule Breaking potential.  - Play another game of Yes, And! with three stocks from the Rule Breakers Database.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: ARGX, CELH, CRM, TTD, BMY, PGNY    Host: Tim Beyers  Guests: Karl Thiel, 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.    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]]></description><guid isPermaLink="false">674088c6-a873-11f0-8de3-ff14d5492802</guid><pubDate>Mon, 13 Oct 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708062/arml6789820129.mp3" length="41456228" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Long-time Rule Breakers Karl Thiel, Rick Munarriz and Tim Beyers offer up three stocks that face dark clouds they can see through. Who are your favorite Broken Breakers?    Karl Thiel, Rick Munarriz, and Tim Beyers:  - Discuss the implications of mass...</itunes:subtitle><itunes:summary><![CDATA[Long-time Rule Breakers Karl Thiel, Rick Munarriz and Tim Beyers offer up three stocks that face dark clouds they can see through. Who are your favorite Broken Breakers?    Karl Thiel, Rick Munarriz, and Tim Beyers:  - Discuss the implications of mass restructuring at the federal agencies governing biotech and health care innovations.  - Profile 3 stocks broken by bad decisions, bad luck, or bad timing, but which still have plenty of Rule Breaking potential.  - Play another game of Yes, And! with three stocks from the Rule Breakers Database.    Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: ARGX, CELH, CRM, TTD, BMY, PGNY    Host: Tim Beyers  Guests: Karl Thiel, 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.    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]]></itunes:summary><itunes:duration>1716</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Docusign CEO Allan Thygesen</title><link>https://www.spreaker.com/episode/interview-with-docusign-ceo-allan-thygesen--75707975</link><description><![CDATA[Docusign is a leader in the e-signatures and contract management tools market. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, and contributor Toby Bordelon talk with Docusign CEO Allan Thygesen about opportunity, innovation, and the business of Docusign.     Host: Tom Gardner, Andy Cross, Toby Bordelon  Producer: Bart Shannon, Mac Greer    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]]></description><guid isPermaLink="false">e606763e-a661-11f0-b160-ebf6a316af28</guid><pubDate>Sun, 12 Oct 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707975/arml9305692362.mp3" length="27751047" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Docusign is a leader in the e-signatures and contract management tools market. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, and contributor Toby Bordelon talk with Docusign CEO Allan Thygesen about...</itunes:subtitle><itunes:summary><![CDATA[Docusign is a leader in the e-signatures and contract management tools market. Motley Fool co-founder and CEO Tom Gardner, Motley Fool Chief Investment Officer Andy Cross, and contributor Toby Bordelon talk with Docusign CEO Allan Thygesen about opportunity, innovation, and the business of Docusign.     Host: Tom Gardner, Andy Cross, Toby Bordelon  Producer: Bart Shannon, Mac Greer    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]]></itunes:summary><itunes:duration>1145</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Enjoying a Richer Retirement, and an IRA Scam</title><link>https://www.spreaker.com/episode/enjoying-a-richer-retirement-and-an-ira-scam--75707929</link><description><![CDATA[How does spending change over the course of your life, and why it might mean you could spend more in retirement. Robert Brokamp discusses those topics and more – including why the 4% withdrawal rate is likely too low -- with financial planning expert David Blanchett, who is a managing director, portfolio manager, and head of retirement research at PGIM DC Solutions.    Also in this episode:  -The federal government shutdown will delay the release of many figures important to your finances-A recent New York Times article told the tale of how $120,000 worth investments got illegally transferred out of a victim’s IRA – how to prevent it from happening to you-The percentage of items in the CPI that are experiencing annualized price growth above 3% is on the rise-A recent report estimates that there’s $2.1 trillion in left-behind and forgotten 401(k)s – how to find a long-lost account    Host: Robert BrokampGuest: David BlanchettEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">7cefc7c2-a62f-11f0-93af-6fd44e546f0d</guid><pubDate>Sat, 11 Oct 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707929/arml2726474212.mp3" length="34221957" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>How does spending change over the course of your life, and why it might mean you could spend more in retirement. Robert Brokamp discusses those topics and more – including why the 4% withdrawal rate is likely too low -- with financial planning expert...</itunes:subtitle><itunes:summary><![CDATA[How does spending change over the course of your life, and why it might mean you could spend more in retirement. Robert Brokamp discusses those topics and more – including why the 4% withdrawal rate is likely too low -- with financial planning expert David Blanchett, who is a managing director, portfolio manager, and head of retirement research at PGIM DC Solutions.    Also in this episode:  -The federal government shutdown will delay the release of many figures important to your finances-A recent New York Times article told the tale of how $120,000 worth investments got illegally transferred out of a victim’s IRA – how to prevent it from happening to you-The percentage of items in the CPI that are experiencing annualized price growth above 3% is on the rise-A recent report estimates that there’s $2.1 trillion in left-behind and forgotten 401(k)s – how to find a long-lost account    Host: Robert BrokampGuest: David BlanchettEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1414</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Can History Teach Us About Investing in 2025?</title><link>https://www.spreaker.com/episode/what-can-history-teach-us-about-investing-in-2025--75707866</link><description><![CDATA[What can we learn about investing in 1999 or 2007 that can be applied today? While history doesn’t repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how we’re applying that today.    Travis Hoium, Jon Quast, and Jason Moser discuss:  - How 2025 compares to 1999 and 2007  - What we wish we knew  - Energy’s role in AI  - How well do you know investing history?    Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Waste Management (WM), Rubrik (RBRK).    Host: Travis Hoium  Guests: Jon Quast, Jason Moser  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]]></description><guid isPermaLink="false">9075c88e-a60f-11f0-8dd7-3339ee236ab4</guid><pubDate>Fri, 10 Oct 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707866/arml6635220212.mp3" length="59849227" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What can we learn about investing in 1999 or 2007 that can be applied today? While history doesn’t repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how we’re applying that today.    Travis Hoium, Jon Quast, and...</itunes:subtitle><itunes:summary><![CDATA[What can we learn about investing in 1999 or 2007 that can be applied today? While history doesn’t repeat, it often rhymes and we discuss what we wish we would have known 25 years ago and how we’re applying that today.    Travis Hoium, Jon Quast, and Jason Moser discuss:  - How 2025 compares to 1999 and 2007  - What we wish we knew  - Energy’s role in AI  - How well do you know investing history?    Companies discussed: Alphabet (GOOG), NVIDIA (NVDA), Waste Management (WM), Rubrik (RBRK).    Host: Travis Hoium  Guests: Jon Quast, Jason Moser  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]]></itunes:summary><itunes:duration>2482</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>ETFs are for the Memes (again)</title><link>https://www.spreaker.com/episode/etfs-are-for-the-memes-again--75708011</link><description><![CDATA[Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will have this time around. Also, we review Ferrari’s less-than-stellar guidance for the next several years and cover stocks on our radar.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Ferrari’s decision to pare its electric vehicle lineup and its lower 2030 financial guidance  - Roundhill Investment’s decision to relaunch the Meme Stock ETF  - Stocks on our radar    Companies discussed: RACE, TSLA, GM, LVMH.F, HESAY, RH, HOOD, SOUN, OKLO, BE, TGT, FSLR, FND, HD, LOW    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">224df0f6-a54d-11f0-899e-b7be4f89b435</guid><pubDate>Thu, 09 Oct 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708011/arml3649923377.mp3" length="36333173" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will...</itunes:subtitle><itunes:summary><![CDATA[Meme stocks, those companies that individuals love to speculate with, are roaring back in 2025. So much so that the Meme Stock ETF is coming back after being discontinued in 2023. Today’s show breaks down how much staying power the meme stock ETF will have this time around. Also, we review Ferrari’s less-than-stellar guidance for the next several years and cover stocks on our radar.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Ferrari’s decision to pare its electric vehicle lineup and its lower 2030 financial guidance  - Roundhill Investment’s decision to relaunch the Meme Stock ETF  - Stocks on our radar    Companies discussed: RACE, TSLA, GM, LVMH.F, HESAY, RH, HOOD, SOUN, OKLO, BE, TGT, FSLR, FND, HD, LOW    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1502</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The AI App Store Moment</title><link>https://www.spreaker.com/episode/the-ai-app-store-moment--75707829</link><description><![CDATA[OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - ChatGPT gets apps  - Disruption from ChatGPT  - App opportunities  - Trillion dollar question for ChatGPT    Companies discussed: Zillow (Z), Target (TGT), Amazon (AMZN), Booking (BKNG), Expedia (EXPE), Figma (FIG), Spotify (SPOT).    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]]></description><guid isPermaLink="false">b2951c46-a473-11f0-ae21-a39c73a0f7cf</guid><pubDate>Wed, 08 Oct 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707829/arml1192528943.mp3" length="37228737" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon,...</itunes:subtitle><itunes:summary><![CDATA[OpenAI has launched apps within ChatGPT in its bid to both add functionality and improve monetization of the product. We discuss how this is both an opportunity and a threat to the biggest tech companies in the world, including Zillow, Amazon, Booking.com, and Target.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - ChatGPT gets apps  - Disruption from ChatGPT  - App opportunities  - Trillion dollar question for ChatGPT    Companies discussed: Zillow (Z), Target (TGT), Amazon (AMZN), Booking (BKNG), Expedia (EXPE), Figma (FIG), Spotify (SPOT).    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]]></itunes:summary><itunes:duration>1540</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs, Social Shopping, and an EV Reset</title><link>https://www.spreaker.com/episode/tariffs-social-shopping-and-an-ev-reset--75707716</link><description><![CDATA[As Prime Day kicks off, we’re asking the big questions.     Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories:   - Whether 2025’s tariff push is actually “working” (and who’s really paying)  - How a U.S. sale of TikTok could reshape social commerce just as Amazon’s big event feels less special  - What the Sept. 30 expiration of federal EV tax credits means for demand at Tesla, BYD, Ford, and beyond   - Plus, a lightning round of stocks positioned to benefit from these trends    Companies discussed: AMZN, PDD, TSLA, BYDDY, F, SYM    Host: Emily Flippen, Jason Hall, Dan Caplinger  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]]></description><guid isPermaLink="false">c3071c0c-a3b8-11f0-9a6c-ab12841d2fe1</guid><pubDate>Tue, 07 Oct 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707716/arml9779474906.mp3" length="40747863" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>As Prime Day kicks off, we’re asking the big questions.     Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories:   - Whether 2025’s tariff push is actually “working” (and who’s really paying)  - How a U.S. sale of...</itunes:subtitle><itunes:summary><![CDATA[As Prime Day kicks off, we’re asking the big questions.     Emily Flippen is joined by Jason Hall and Dan Caplinger to tackle three timely stories:   - Whether 2025’s tariff push is actually “working” (and who’s really paying)  - How a U.S. sale of TikTok could reshape social commerce just as Amazon’s big event feels less special  - What the Sept. 30 expiration of federal EV tax credits means for demand at Tesla, BYD, Ford, and beyond   - Plus, a lightning round of stocks positioned to benefit from these trends    Companies discussed: AMZN, PDD, TSLA, BYDDY, F, SYM    Host: Emily Flippen, Jason Hall, Dan Caplinger  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]]></itunes:summary><itunes:duration>1686</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The AI Infrastructure Opportunity: 3 Fools Weigh In</title><link>https://www.spreaker.com/episode/the-ai-infrastructure-opportunity-3-fools-weigh-in--75708044</link><description><![CDATA[Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next?    Asit Sharma, Yasser El-Shimy, and Tim Beyers:  - Discuss their views of the AI spending race and three stocks poised to profit regardless.  - Make three reckless predictions for the A.I. industry.  - Play another game of Faker or Breaker with three recent IPO stocks.    Motley Fool Supernova is back! To learn more about the successor to the portfolios that brought Fools 9 years of greater than 21% annualized returns, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Tickers: Companies discussed: BABA, AMD, NET, INTC, TOST    Host: Tim Beyers  Guests: Asit Sharma, Yasser El-Shimy  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]]></description><guid isPermaLink="false">94a20a4e-a2ef-11f0-8b16-8fa5277f822d</guid><pubDate>Mon, 06 Oct 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708044/arml6379593679.mp3" length="43136800" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next?    Asit...</itunes:subtitle><itunes:summary><![CDATA[Asit Sharma, Yasser El-Shimy, and Tim Beyers debate whether the hundreds of billions presently committed to AI infrastructure will pay off for shareholders. Are we in a bubble? Which companies will profit irrespective of what comes next?    Asit Sharma, Yasser El-Shimy, and Tim Beyers:  - Discuss their views of the AI spending race and three stocks poised to profit regardless.  - Make three reckless predictions for the A.I. industry.  - Play another game of Faker or Breaker with three recent IPO stocks.    Motley Fool Supernova is back! To learn more about the successor to the portfolios that brought Fools 9 years of greater than 21% annualized returns, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Tickers: Companies discussed: BABA, AMD, NET, INTC, TOST    Host: Tim Beyers  Guests: Asit Sharma, Yasser El-Shimy  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]]></itunes:summary><itunes:duration>1786</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Barry Ritholtz: How Not To Invest</title><link>https://www.spreaker.com/episode/interview-with-barry-ritholtz-how-not-to-invest--75707871</link><description><![CDATA[What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them.        Winning the game        Passive vs. active investing        Common mistakes        When to sell       Emotions and investing     Host: Andy Cross, Jason Moser    Producer: Bart Shannon, Mac Greer  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]]></description><guid isPermaLink="false">954c9404-a17e-11f0-a224-8f443b0710ed</guid><pubDate>Sun, 05 Oct 2025 12:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707871/arml2334109952.mp3" length="34098489" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them.  ...</itunes:subtitle><itunes:summary><![CDATA[What are the biggest mistakes investors make? Motley Fool Chief Investment Officer Andy Cross and analyst Jason Moser talk with Barry Ritholtz, author of How Not to Invest: The ideas, numbers, and behaviors that destroy wealth―and how to avoid them.        Winning the game        Passive vs. active investing        Common mistakes        When to sell       Emotions and investing     Host: Andy Cross, Jason Moser    Producer: Bart Shannon, Mac Greer  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]]></itunes:summary><itunes:duration>1409</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Make the Most of Your Cash and Credit Cards</title><link>https://www.spreaker.com/episode/make-the-most-of-your-cash-and-credit-cards--75707803</link><description><![CDATA[The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money (www.fool.com/money), about how to find the highest yields for your cash and how to choose the best credit card for your situation.    Also in this week’s episode:  -A recent ADP report confirms that we’re in a “no-fire, no-hire” job market-A study puts popular AI tools to an estate-planning test – which came out on top?-Just in time for Halloween season, the S&amp;P 500 has reached a spooky level – how has the classic 60/40 portfolio performed when the market is so richly valued?-The recent government shutdown demonstrates (once again) that everyone should have an emergency fund    Tickers discussed: SPY    Host: Robert BrokampGuest: Brendan ByrnesEngineer: 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.]]></description><guid isPermaLink="false">735c1d26-9fec-11f0-9db5-a71c187cec2f</guid><pubDate>Sat, 04 Oct 2025 12:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707803/arml5463326932.mp3" length="34060566" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money (www.fool.com/money), about how to find the highest yields...</itunes:subtitle><itunes:summary><![CDATA[The Federal Reserve is lowering interest rates, which can be good for borrowers but not so good for savers. Robert Brokamp speaks with Brendan Byrnes, managing director of Motley Fool Money (www.fool.com/money), about how to find the highest yields for your cash and how to choose the best credit card for your situation.    Also in this week’s episode:  -A recent ADP report confirms that we’re in a “no-fire, no-hire” job market-A study puts popular AI tools to an estate-planning test – which came out on top?-Just in time for Halloween season, the S&amp;P 500 has reached a spooky level – how has the classic 60/40 portfolio performed when the market is so richly valued?-The recent government shutdown demonstrates (once again) that everyone should have an emergency fund    Tickers discussed: SPY    Host: Robert BrokampGuest: Brendan ByrnesEngineer: 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.]]></itunes:summary><itunes:duration>1408</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple’s Headset Strategy &amp; Tesla’s EV Sales Windfall</title><link>https://www.spreaker.com/episode/apple-s-headset-strategy-tesla-s-ev-sales-windfall--75707916</link><description><![CDATA[We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Apple’s headset strategy  - Tesla’s delivery numbers  - Earnings trends to watch  - Over/Under    Companies discussed: Apple (AAPL), Alphabet (GOOG), NVIDIA (NVDA) MercadoLibre (MELI), Delta (DAL).    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.    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]]></description><guid isPermaLink="false">581f1ea0-a09b-11f0-a3f2-83fda582f13e</guid><pubDate>Fri, 03 Oct 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707916/arml8580387469.mp3" length="59435444" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[We discuss what Apple and Meta Platforms see as the future of tech hardware and whether or not Tesla’s latest delivery boon is a peak for the company. Later in the show, we play over/under before covering the stocks on our radar.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Apple’s headset strategy  - Tesla’s delivery numbers  - Earnings trends to watch  - Over/Under    Companies discussed: Apple (AAPL), Alphabet (GOOG), NVIDIA (NVDA) MercadoLibre (MELI), Delta (DAL).    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.    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]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Open AI’s Worth Half a Trillion Dollars</title><link>https://www.spreaker.com/episode/open-ai-s-worth-half-a-trillion-dollars--75708085</link><description><![CDATA[In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use.     Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - OpenAI becomes a $500 billion company with staggering growth projections  - Berkshire Hathaway acquires Occidental Petroleum’s chemical division  - Fair Isaac Corporation upends the credit score market  - The market’s performance during and after government shutdowns  - Stocks on their radar    Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">7786b22e-9fcb-11f0-9023-4f3b57a8fb98</guid><pubDate>Thu, 02 Oct 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708085/arml8427765634.mp3" length="29467067" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit...</itunes:subtitle><itunes:summary><![CDATA[In a little less than 10 years, OpenAI has gone from an idea to a half-trillion dollar company, and its ambitions for the next several years are much, much, bigger. Plus, Fair Isaac Corporation is opening a new front in the battle for your credit score and Berkshire Hathaway puts its massive cash pile to use.     Tyler Crowe, Matt Frankel, and Jon Quast discuss:    - OpenAI becomes a $500 billion company with staggering growth projections  - Berkshire Hathaway acquires Occidental Petroleum’s chemical division  - Fair Isaac Corporation upends the credit score market  - The market’s performance during and after government shutdowns  - Stocks on their radar    Companies discussed: FRMI, DLR, ORCL, BRK.A, BRK.b, OXY, FICO, EXPN, EFX, TRU, UPST, MELI, ETSY, CW    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1216</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Winners &amp; Losers from ChatGPT’s Shopping Launch</title><link>https://www.spreaker.com/episode/winners-losers-from-chatgpt-s-shopping-launch--75707778</link><description><![CDATA[OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world.    Travis Hoium, Lou Whiteman and Rachel Warren discuss:  - ChatGPT shopping launch  - Winners in agentic shopping  - Losers in agentic shopping  - How big tech will adjust to the new world of commerce    Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL).    Host: Travis Hoium  Guests: Lou Whiteman and 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]]></description><guid isPermaLink="false">dbf55bd4-9f03-11f0-b85d-23b0594758ec</guid><pubDate>Wed, 01 Oct 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707778/arml3673758180.mp3" length="36924634" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world.    Travis Hoium, Lou...</itunes:subtitle><itunes:summary><![CDATA[OpenAI has launched shopping within ChatGPT and this could be a disruptive force to companies like Amazon, Google, Shopify, and Etsy. We discuss who the winners could be and who will be a loser in this agentic shopping world.    Travis Hoium, Lou Whiteman and Rachel Warren discuss:  - ChatGPT shopping launch  - Winners in agentic shopping  - Losers in agentic shopping  - How big tech will adjust to the new world of commerce    Companies discussed: Shopify (SHOP), Etsy (ETSY), Amazon (AMZN), Alphabet (GOOG, GOOGL).    Host: Travis Hoium  Guests: Lou Whiteman and 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]]></itunes:summary><itunes:duration>1527</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Asian Food Chains Moving Stateside</title><link>https://www.spreaker.com/episode/asian-food-chains-moving-stateside--75707870</link><description><![CDATA[American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of the newest Asian food chains looking to expand across the United States    The team dives into:  - Whether or not Jollibee’s rise is sustainable  - The re-emergence of Luckin Coffee and changing consumer tastes  - If the experiential dining of Kura Sushi and Haidilao Hot Pot are replicable  - Which chain offers investors the best opportunity today    Companies discussed: JBFCF, LKNCY, KRUS, HDALF    Host: Emily Flippen, Jason Hall, Sanmeet Deo  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]]></description><guid isPermaLink="false">0293b7a8-9e3d-11f0-843b-03fcee939ecc</guid><pubDate>Tue, 30 Sep 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707870/arml3437714538.mp3" length="37640759" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of the newest Asian food chains looking to expand...</itunes:subtitle><itunes:summary><![CDATA[American palates are shifting, and investors are starting to take notice. In today’s episode of Motley Fool Money, host Emily Flippen is joined by analysts Sanmeet Deo and Jason Hall to unpack four of the newest Asian food chains looking to expand across the United States    The team dives into:  - Whether or not Jollibee’s rise is sustainable  - The re-emergence of Luckin Coffee and changing consumer tastes  - If the experiential dining of Kura Sushi and Haidilao Hot Pot are replicable  - Which chain offers investors the best opportunity today    Companies discussed: JBFCF, LKNCY, KRUS, HDALF    Host: Emily Flippen, Jason Hall, Sanmeet Deo  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]]></itunes:summary><itunes:duration>1557</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s a Supernova Stock? 3 Ideas For Your Watchlist</title><link>https://www.spreaker.com/episode/what-s-a-supernova-stock-3-ideas-for-your-watchlist--75707884</link><description><![CDATA[David Meier, Rick Munarriz, and Tim Beyers preview the Oct. 1 return of Motley Fool Supernova with three stocks with Rule Breaker DNA that are worthy of your watchlist.     David Meier, Rick Munarriz, and Tim Beyers discuss:  - Supernova’s return with the real-money Odyssey and Phoenix portfolios.- Why CAVA, Camping World, and Warby Parker belong on your Rule Breakers watchlist.- A preview of new tools and what to expect when the new Supernova missions lift-off on Oct. 1.    For a full breakdown of everything planned for Supernova when it relaunches on Oct. 1, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: CAVA, CWH, WRBY,  Host: Tim BeyersGuests: David Meier, Rick MunarrizProducer: Anand ChokkaveluEngineer: Bart Shannon    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 paid for the sponsorship of this episode.]]></description><guid isPermaLink="false">222f0e2a-9d6e-11f0-9fef-93764c52b52f</guid><pubDate>Mon, 29 Sep 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707884/arml4344421646.mp3" length="37543630" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>David Meier, Rick Munarriz, and Tim Beyers preview the Oct. 1 return of Motley Fool Supernova with three stocks with Rule Breaker DNA that are worthy of your watchlist.     David Meier, Rick Munarriz, and Tim Beyers discuss:  - Supernova’s return with...</itunes:subtitle><itunes:summary><![CDATA[David Meier, Rick Munarriz, and Tim Beyers preview the Oct. 1 return of Motley Fool Supernova with three stocks with Rule Breaker DNA that are worthy of your watchlist.     David Meier, Rick Munarriz, and Tim Beyers discuss:  - Supernova’s return with the real-money Odyssey and Phoenix portfolios.- Why CAVA, Camping World, and Warby Parker belong on your Rule Breakers watchlist.- A preview of new tools and what to expect when the new Supernova missions lift-off on Oct. 1.    For a full breakdown of everything planned for Supernova when it relaunches on Oct. 1, please navigate to supernovaisback.fool.com. And in the meantime, be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!    Companies discussed: CAVA, CWH, WRBY,  Host: Tim BeyersGuests: David Meier, Rick MunarrizProducer: Anand ChokkaveluEngineer: Bart Shannon    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 paid for the sponsorship of this episode.]]></itunes:summary><itunes:duration>1553</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with David Gardner: Rule Breaker Investing</title><link>https://www.spreaker.com/episode/interview-with-david-gardner-rule-breaker-investing--75708110</link><description><![CDATA[Motley Fool Co-Founder David Gardner has racked up big returns by bucking the conventional wisdom. Rule Breakers Senior Vice-President of Strategy Brian Richards talks with David about his new book, Rule Breaker Investing: How to Build the Best Stocks of the Future and Build Lasting Wealth. Topics include:     Buy high, sell higher    Traits of a Rule Breaker stock    Building a Rule Breaker portfolio   Host: Brian RichardsGuest: David GardnerProducer: Bart Shannon, Mac Greer    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.]]></description><guid isPermaLink="false">cb51eda4-9bb8-11f0-9b7c-df9614e93bbd</guid><pubDate>Sun, 28 Sep 2025 12:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708110/arml4836699283.mp3" length="33302945" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley Fool Co-Founder David Gardner has racked up big returns by bucking the conventional wisdom. Rule Breakers Senior Vice-President of Strategy Brian Richards talks with David about his new book, Rule Breaker Investing: How to Build the Best Stocks...</itunes:subtitle><itunes:summary><![CDATA[Motley Fool Co-Founder David Gardner has racked up big returns by bucking the conventional wisdom. Rule Breakers Senior Vice-President of Strategy Brian Richards talks with David about his new book, Rule Breaker Investing: How to Build the Best Stocks of the Future and Build Lasting Wealth. Topics include:     Buy high, sell higher    Traits of a Rule Breaker stock    Building a Rule Breaker portfolio   Host: Brian RichardsGuest: David GardnerProducer: Bart Shannon, Mac Greer    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.]]></itunes:summary><itunes:duration>1376</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why Investors Earn Less Than Their Funds, and the Small-Cap Surge</title><link>https://www.spreaker.com/episode/why-investors-earn-less-than-their-funds-and-the-small-cap-surge--75707797</link><description><![CDATA[When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are more associated with underperformance.     Also in this episode:  -The Russell 2000 finally surpassed its 2021 peak – what’s behind the small-cap surge?-The Treasury Department has released preliminary guidance about “no tax on tips”-The spread in yields between investment-grade corporates and Treasuries is the smallest it’s been since 1998-A lesson from the life and recent death of financial journalist Jonathan Clements: Don’t delay your bucket list until retirement    Investments discussed: VOO, QQQ, VTWO, IWC    Host: Robert BrokampGuest: Jeff PtakEngineer: 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.]]></description><guid isPermaLink="false">db30e524-9b34-11f0-a1d8-e74aef8e79db</guid><pubDate>Sat, 27 Sep 2025 15:44:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707797/arml5985353756.mp3" length="33350208" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor...</itunes:subtitle><itunes:summary><![CDATA[When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are more associated with underperformance.     Also in this episode:  -The Russell 2000 finally surpassed its 2021 peak – what’s behind the small-cap surge?-The Treasury Department has released preliminary guidance about “no tax on tips”-The spread in yields between investment-grade corporates and Treasuries is the smallest it’s been since 1998-A lesson from the life and recent death of financial journalist Jonathan Clements: Don’t delay your bucket list until retirement    Investments discussed: VOO, QQQ, VTWO, IWC    Host: Robert BrokampGuest: Jeff PtakEngineer: 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.]]></itunes:summary><itunes:duration>1378</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Hidden Opportunities in AI</title><link>https://www.spreaker.com/episode/the-hidden-opportunities-in-ai--75708045</link><description><![CDATA[Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Meta’s changing AI plans and we play “Higher or Lower”.Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - AI’s hidden gems- Tiktok’s sale- Where there are opportunities today- Meta’s AI plans  Companies discussed: Oracle (ORCL), Alphabet (GOOG), Meta Platforms (META), Chipotle (CMG), Cava (CAVA), NVIDIA (NVDA), Vertiv (VRT).    Host: Travis HoiumGuests: Lou Whiteman, Jon QuastEngineer: 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.]]></description><guid isPermaLink="false">a1b23a98-9b19-11f0-b65e-7359c996efb3</guid><pubDate>Fri, 26 Sep 2025 21:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708045/arml2450175982.mp3" length="56377931" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Meta’s changing AI plans and we play “Higher or Lower”.Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - AI’s hidden gems- Tiktok’s sale- Where...</itunes:subtitle><itunes:summary><![CDATA[Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Meta’s changing AI plans and we play “Higher or Lower”.Travis Hoium, Lou Whiteman, and Jon Quast discuss:  - AI’s hidden gems- Tiktok’s sale- Where there are opportunities today- Meta’s AI plans  Companies discussed: Oracle (ORCL), Alphabet (GOOG), Meta Platforms (META), Chipotle (CMG), Cava (CAVA), NVIDIA (NVDA), Vertiv (VRT).    Host: Travis HoiumGuests: Lou Whiteman, Jon QuastEngineer: 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.]]></itunes:summary><itunes:duration>2338</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Navigating the Housing Market’s Mixed Signals</title><link>https://www.spreaker.com/episode/navigating-the-housing-market-s-mixed-signals--75707774</link><description><![CDATA[Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down into the confounding numbers in the housing market and some recent homebuilder earnings reports. Also, they react to Starbucks restructuring and serve up some stocks on their radar.  Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Starbucks unveils a $1 billion restructuring plan  - The good, the bad, and the outlook for homebuilder stocks.  - Stocks on our radar.    Companies discussed: SBUX, CMG, KBH, LEN, MIAX, FND, TTD, ICE, SPGI, NDAQ, HD, LOW, AMZN, DHI    Hosts: Tyler Crowe Guests: Matt Frankel, 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.]]></description><guid isPermaLink="false">ee1376a4-9a47-11f0-8faf-6bfedaadac7b</guid><pubDate>Thu, 25 Sep 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707774/arml1375814178.mp3" length="30242772" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down into the confounding numbers in the housing market...</itunes:subtitle><itunes:summary><![CDATA[Investors looking at housing and homebuilders are probably wondering what to make of the seemingly contradictory messages out of the housing market. In this episode, Tyler, Matt, and Jon drill down into the confounding numbers in the housing market and some recent homebuilder earnings reports. Also, they react to Starbucks restructuring and serve up some stocks on their radar.  Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Starbucks unveils a $1 billion restructuring plan  - The good, the bad, and the outlook for homebuilder stocks.  - Stocks on our radar.    Companies discussed: SBUX, CMG, KBH, LEN, MIAX, FND, TTD, ICE, SPGI, NDAQ, HD, LOW, AMZN, DHI    Hosts: Tyler Crowe Guests: Matt Frankel, 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.]]></itunes:summary><itunes:duration>1249</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why Did DTC Retailers Fail?</title><link>https://www.spreaker.com/episode/why-did-dtc-retailers-fail--75707931</link><description><![CDATA[We examine the failure of formerly highly valued retail brands like Allbirds, Peloton, and Casper, who were once highly valued only to fall on hard times. Why did they fail to live up to lofty expectations and will agentic shoppic agents lead to another shift in the industry?    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Why have DTC stocks plunged?- What omnichannel strategies have succeeded?- What’s the future of agentic shopping?    Companies discussed: Peloton (PTON), Allbirds (BIRD), Stitch Fix (SFIX), Nike (NKE), Lululemon (LULU).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></description><guid isPermaLink="false">dc4bc5c0-996b-11f0-93e7-237ff45891f5</guid><pubDate>Wed, 24 Sep 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707931/arml2140574773.mp3" length="30968538" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We examine the failure of formerly highly valued retail brands like Allbirds, Peloton, and Casper, who were once highly valued only to fall on hard times. Why did they fail to live up to lofty expectations and will agentic shoppic agents lead to...</itunes:subtitle><itunes:summary><![CDATA[We examine the failure of formerly highly valued retail brands like Allbirds, Peloton, and Casper, who were once highly valued only to fall on hard times. Why did they fail to live up to lofty expectations and will agentic shoppic agents lead to another shift in the industry?    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Why have DTC stocks plunged?- What omnichannel strategies have succeeded?- What’s the future of agentic shopping?    Companies discussed: Peloton (PTON), Allbirds (BIRD), Stitch Fix (SFIX), Nike (NKE), Lululemon (LULU).    Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></itunes:summary><itunes:duration>1279</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Underappreciated Rule-Breaking Small Caps</title><link>https://www.spreaker.com/episode/underappreciated-rule-breaking-small-caps--75707913</link><description><![CDATA[On today’s episode of Motley Fool Money, analysts Emily Flippen, Jason Hall, and Toby Bordelon spotlight three off-the-radar small caps with very different stories.    The team dives into:  - Why the renewable energy industry deserves a second look, even with policy headwinds  - If Phinia offers a pragmatic hedge against a slower-than-expected EV transition  - A rapidly expanding premium Chinese tea-house that has changing unit economics    Companies discussed: ENPH, FLNC, PHIN, TSLA, CHA, LKNCY    Host: Emily Flippen, Jason Hall, Toby Bordelon  Producer: Anand Chokkavelu  Engineer: Bart Shannon, 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]]></description><guid isPermaLink="false">79935afa-98bd-11f0-bdbb-cbdb78ef90ec</guid><pubDate>Tue, 23 Sep 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707913/arml6912922113.mp3" length="38928953" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>On today’s episode of Motley Fool Money, analysts Emily Flippen, Jason Hall, and Toby Bordelon spotlight three off-the-radar small caps with very different stories.    The team dives into:  - Why the renewable energy industry deserves a second look,...</itunes:subtitle><itunes:summary><![CDATA[On today’s episode of Motley Fool Money, analysts Emily Flippen, Jason Hall, and Toby Bordelon spotlight three off-the-radar small caps with very different stories.    The team dives into:  - Why the renewable energy industry deserves a second look, even with policy headwinds  - If Phinia offers a pragmatic hedge against a slower-than-expected EV transition  - A rapidly expanding premium Chinese tea-house that has changing unit economics    Companies discussed: ENPH, FLNC, PHIN, TSLA, CHA, LKNCY    Host: Emily Flippen, Jason Hall, Toby Bordelon  Producer: Anand Chokkavelu  Engineer: Bart Shannon, 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]]></itunes:summary><itunes:duration>1611</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Great Rule Breakers Healthcare Debate: Progyny or Hims &amp; Hers?</title><link>https://www.spreaker.com/episode/the-great-rule-breakers-healthcare-debate-progyny-or-hims-hers--75707839</link><description><![CDATA[Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims &amp; Hers. Leave a comment to get in on the debate!    Alicia Alfiere, Sanmeet Deo, and Tim Beyers discuss:  - Progyny vs. Hims &amp; Hers - who goes on the watchlist?  - Intel and NVIDIA’s big $5 billion deal.  - Reflections on Rule Breaker Investing.    Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing. It’s on shelves now; get it before it’s gone!    Companies discussed: PGNY, HIMS, INTC, NVDA    Host: Tim Beyers  Guests: Alicia Alfiere, Sanmeet Deo  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]]></description><guid isPermaLink="false">63fcc240-97ea-11f0-a3c1-3b6b80e13df4</guid><pubDate>Mon, 22 Sep 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707839/arml1507863767.mp3" length="33274191" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims &amp;amp; Hers. Leave a comment to get in on the debate!    Alicia Alfiere, Sanmeet Deo, and Tim Beyers discuss:  - Progyny vs. Hims &amp;amp; Hers -...</itunes:subtitle><itunes:summary><![CDATA[Which is the better healthcare Breaker? Alicia Alfiere, Sanmeet Deo, and Tim Beyers pit Progyny against Hims &amp; Hers. Leave a comment to get in on the debate!    Alicia Alfiere, Sanmeet Deo, and Tim Beyers discuss:  - Progyny vs. Hims &amp; Hers - who goes on the watchlist?  - Intel and NVIDIA’s big $5 billion deal.  - Reflections on Rule Breaker Investing.    Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing. It’s on shelves now; get it before it’s gone!    Companies discussed: PGNY, HIMS, INTC, NVDA    Host: Tim Beyers  Guests: Alicia Alfiere, Sanmeet Deo  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]]></itunes:summary><itunes:duration>1375</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Karat Packaging CEO Alan Yu: From Boba Tea Shop to Packaging Powerhouse</title><link>https://www.spreaker.com/episode/interview-with-karat-packaging-ceo-alan-yu-from-boba-tea-shop-to-packaging-powerhouse--75708014</link><description><![CDATA[What began as a single Boba tea shop in 2000 has transformed into a leading supplier of sustainable packaging for local startups to national brands like Panda Express and Chipotle. Motley Fool CEO Tom Gardner and Chief Investment Officer Andy Cross talk with Alan Yu about the evolving business of packaging:     Boba Tea beginnings    Eco-friendly alternatives    Partnership and leadership    Strategic expansion   Host: Tom Gardner, Andy CrossProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">c65df6b2-94c9-11f0-aafb-2b71e32c2d2a</guid><pubDate>Sun, 21 Sep 2025 10:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708014/arml4245815492.mp3" length="61708874" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What began as a single Boba tea shop in 2000 has transformed into a leading supplier of sustainable packaging for local startups to national brands like Panda Express and Chipotle. Motley Fool CEO Tom Gardner and Chief Investment Officer Andy Cross...</itunes:subtitle><itunes:summary><![CDATA[What began as a single Boba tea shop in 2000 has transformed into a leading supplier of sustainable packaging for local startups to national brands like Panda Express and Chipotle. Motley Fool CEO Tom Gardner and Chief Investment Officer Andy Cross talk with Alan Yu about the evolving business of packaging:     Boba Tea beginnings    Eco-friendly alternatives    Partnership and leadership    Strategic expansion   Host: Tom Gardner, Andy CrossProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1536</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Retirement Tools and Affording Impulse Purchases</title><link>https://www.spreaker.com/episode/retirement-tools-and-affording-impulse-purchases--75708119</link><description><![CDATA[Retirement is largely a math game, and calculators can help you crunch the numbers. Sean Gates of Motley Fool Wealth Management joins Robert Brokamp to discuss what to look for in a high-quality retirement tool, and to offer some recommendations.   Also in this episode:-How the Fed rate cut will affect your finances -REITs have similar long-term returns as the S&amp;P 500 but dissimilar short-term returns, which can add diversification to your portfolio – whether you like it or not -How the 0.01% rule can help determine whether you can afford an impulse purchase -The job market is slowing down, so it might be time to bulk up your resume  Investments discussed: VNQ    Host: Robert BrokampGuest: Sean GatesEngineer: Bart Shannon    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]]></description><guid isPermaLink="false">5ec45d3a-95bd-11f0-9a59-dff22d416a6d</guid><pubDate>Sat, 20 Sep 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708119/arml8703158029.mp3" length="36529343" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Retirement is largely a math game, and calculators can help you crunch the numbers. Sean Gates of Motley Fool Wealth Management joins Robert Brokamp to discuss what to look for in a high-quality retirement tool, and to offer some recommendations....</itunes:subtitle><itunes:summary><![CDATA[Retirement is largely a math game, and calculators can help you crunch the numbers. Sean Gates of Motley Fool Wealth Management joins Robert Brokamp to discuss what to look for in a high-quality retirement tool, and to offer some recommendations.   Also in this episode:-How the Fed rate cut will affect your finances -REITs have similar long-term returns as the S&amp;P 500 but dissimilar short-term returns, which can add diversification to your portfolio – whether you like it or not -How the 0.01% rule can help determine whether you can afford an impulse purchase -The job market is slowing down, so it might be time to bulk up your resume  Investments discussed: VNQ    Host: Robert BrokampGuest: Sean GatesEngineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1511</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech Is Fun Again &amp; The Fed Speaks</title><link>https://www.spreaker.com/episode/big-tech-is-fun-again-the-fed-speaks--75708000</link><description><![CDATA[Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - The Fed’s rate cut  - NVIDIA invests in Intel  - Meta can’t quit the metaverse  - Rule Breaker investing  - Google’s AI muscle    Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></description><guid isPermaLink="false">73d8e92c-95a2-11f0-9050-b39a809ad275</guid><pubDate>Fri, 19 Sep 2025 21:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708000/arml8311139266.mp3" length="59489418" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation.    Travis Hoium, Lou Whiteman,...</itunes:subtitle><itunes:summary><![CDATA[Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation.    Travis Hoium, Lou Whiteman, and Jason Moser discuss:  - The Fed’s rate cut  - NVIDIA invests in Intel  - Meta can’t quit the metaverse  - Rule Breaker investing  - Google’s AI muscle    Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON).    Host: Travis Hoium  Guests: Lou Whiteman, Jason Moser  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]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia and Intel Make a $5 Billion Bargain</title><link>https://www.spreaker.com/episode/nvidia-and-intel-make-a-5-billion-bargain--75707933</link><description><![CDATA[Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial reports before wrapping up with stocks on our radar.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Nvidia takes a $5 billion stake in Intel as the pair begins co-developing products  - Would it be a good thing if companies were no longer required to report quarterly financial results?  - Stocks on our radar.    Companies discussed: NVDA, INTC, AMD, XMTR, TTD, GM, CLS    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">069368ce-94c6-11f0-be2d-2f364daf1f60</guid><pubDate>Thu, 18 Sep 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707933/arml3797004706.mp3" length="30050025" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team...</itunes:subtitle><itunes:summary><![CDATA[Intel has benefitted from multiple major investments in 2025 but perhaps none more headline-grabbing than this: Nvidia and Intel agree to co-develop products for data centers and PCs. Nvidia also made a $5 billion investment. In this episode, our team breaks down the deal as well as talks about a proposal from President Trump to eliminate quarterly financial reports before wrapping up with stocks on our radar.    Tyler Crowe, Matt Frankel, and Jon Quast discuss:  - Nvidia takes a $5 billion stake in Intel as the pair begins co-developing products  - Would it be a good thing if companies were no longer required to report quarterly financial results?  - Stocks on our radar.    Companies discussed: NVDA, INTC, AMD, XMTR, TTD, GM, CLS    Host: Tyler Crowe  Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1241</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>EV and Autonomy State of the Union</title><link>https://www.spreaker.com/episode/ev-and-autonomy-state-of-the-union--75707842</link><description><![CDATA[Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Waymo’s rapid expansion  - Rivian breaks ground  - Tesla’s Robotaxi challenges  - Our top EV/autonomous stock    Companies discussed: Alphabet (GOOG, GOOGL), Mobileye (MBLY), Tesla (TSLA), Lyft (LYFT), Uber (UBER).    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]]></description><guid isPermaLink="false">f487ad36-9405-11f0-be21-a759fd709c41</guid><pubDate>Wed, 17 Sep 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707842/arml1505371555.mp3" length="31794259" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Waymo’s...</itunes:subtitle><itunes:summary><![CDATA[Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Waymo’s rapid expansion  - Rivian breaks ground  - Tesla’s Robotaxi challenges  - Our top EV/autonomous stock    Companies discussed: Alphabet (GOOG, GOOGL), Mobileye (MBLY), Tesla (TSLA), Lyft (LYFT), Uber (UBER).    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]]></itunes:summary><itunes:duration>1313</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Labubu Economy</title><link>https://www.spreaker.com/episode/the-labubu-economy--75707993</link><description><![CDATA[Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually wins when crazes hit the market, evaluate the value of owning or licensing intellectual property, and wrap up with a lightning round of stocks we’d use to play a craze.  Companies discussed: PMRTY, HAS, FNKO, BILI, EBAY, META, COST    Host: Emily Flippen, Sanmeet Deo, Asit SharmaProducer: Anand ChokkaveluEngineer: Bart Shannon    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" ]]></description><guid isPermaLink="false">977d7e7c-9338-11f0-9f97-7fd4cfd8d1e5</guid><pubDate>Tue, 16 Sep 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707993/arml5293931231.mp3" length="33062942" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually wins when crazes hit the market, evaluate the value...</itunes:subtitle><itunes:summary><![CDATA[Blind boxes, dopamine hits, and “adorably ugly” IP - today Emily Flippen alongside analysts Sanmeet Deo and Asit Sharma unpack the collectibles economy and the anatomy of a craze. We ask who actually wins when crazes hit the market, evaluate the value of owning or licensing intellectual property, and wrap up with a lightning round of stocks we’d use to play a craze.  Companies discussed: PMRTY, HAS, FNKO, BILI, EBAY, META, COST    Host: Emily Flippen, Sanmeet Deo, Asit SharmaProducer: Anand ChokkaveluEngineer: Bart Shannon    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" ]]></itunes:summary><itunes:duration>1366</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fools Duel Over DocuSign: Is It Still a Breaker?</title><link>https://www.spreaker.com/episode/fools-duel-over-docusign-is-it-still-a-breaker--75708036</link><description><![CDATA[We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you!  Tim Beyers and Rick Munarriz discuss:  - DocuSign’s prospects - is now the time to buy?  - The Big Macro and resilient industries.  - Three recent winners - who’s the Faker, who’s the Breaker?    David’s Gardner’s new book — Rule Breaker Investing — hits shelves and will be available for purchase. Get it before it’s gone!    Tickers: Companies discussed: DOCU, ALAB, OPEN, RDDT    Host: Tim Beyers  Guest: 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.    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]]></description><guid isPermaLink="false">c9f368d6-9274-11f0-abf7-7f8ac1cd7a56</guid><pubDate>Mon, 15 Sep 2025 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708036/arml6278425172.mp3" length="35505306" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you!  Tim Beyers and Rick Munarriz discuss:  - DocuSign’s prospects - is now the time to buy?  -...</itunes:subtitle><itunes:summary><![CDATA[We duel, you decide. Rick Munarriz and Tim Beyers debate whether DocuSign is a Breaker worth buying. Leave a comment to let us know which argument swayed you!  Tim Beyers and Rick Munarriz discuss:  - DocuSign’s prospects - is now the time to buy?  - The Big Macro and resilient industries.  - Three recent winners - who’s the Faker, who’s the Breaker?    David’s Gardner’s new book — Rule Breaker Investing — hits shelves and will be available for purchase. Get it before it’s gone!    Tickers: Companies discussed: DOCU, ALAB, OPEN, RDDT    Host: Tim Beyers  Guest: 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.    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]]></itunes:summary><itunes:duration>1468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Dan Ariely: Investing in the Irrational</title><link>https://www.spreaker.com/episode/interview-with-dan-ariely-investing-in-the-irrational--75708005</link><description><![CDATA[Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks with Ariely about the rational and irrational:     Inspiration for studying human behavior    Swiss Army Knife problem    Emotions and investing    Extrinsic and intrinsic motivation   Host: Rich LumulleauProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">627c131e-8cfd-11f0-9e12-4727d1456695</guid><pubDate>Sun, 14 Sep 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708005/arml1165013397.mp3" length="48831460" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks with Ariely about the rational and irrational:...</itunes:subtitle><itunes:summary><![CDATA[Dan Ariely, a Professor of Behavioral Economics at Duke University, is the bestselling author of Misbelief, Dollars and Sense, and Predictably Irrational. Motley Fool contributor Rich Lumelleau talks with Ariely about the rational and irrational:     Inspiration for studying human behavior    Swiss Army Knife problem    Emotions and investing    Extrinsic and intrinsic motivation   Host: Rich LumulleauProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1214</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>401(k) Millionaires and Maximizing Your HSA</title><link>https://www.spreaker.com/episode/401-k-millionaires-and-maximizing-your-hsa--75707893</link><description><![CDATA[No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. Roger Young, CFP®, discusses some suggestions from a T. Rowe Price report.    Also in this episode:  -401(k) millionaires are at an all-time high -- how did they do it?  -The bond market is having its best year since 2020  -Gold is crushing the Nasdaq and the S&amp;P 500, and Silver is doing even better  -What determines your home’s cost basis, and how to keep track of all the necessary documents    Host: Robert Brokamp  Guest: Roger Young  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]]></description><guid isPermaLink="false">380f4648-9002-11f0-b000-b79d3fc09cd1</guid><pubDate>Sat, 13 Sep 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707893/arml3670318140.mp3" length="37542114" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. Roger Young, CFP®, discusses some suggestions from a T. Rowe Price report.    Also in this episode:  -401(k)...</itunes:subtitle><itunes:summary><![CDATA[No account has more tax benefits than the health savings account. You can make the most of those benefits by managing your HSA wisely. Roger Young, CFP®, discusses some suggestions from a T. Rowe Price report.    Also in this episode:  -401(k) millionaires are at an all-time high -- how did they do it?  -The bond market is having its best year since 2020  -Gold is crushing the Nasdaq and the S&amp;P 500, and Silver is doing even better  -What determines your home’s cost basis, and how to keep track of all the necessary documents    Host: Robert Brokamp  Guest: Roger Young  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]]></itunes:summary><itunes:duration>1553</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Media Merger Mania Strikes Again</title><link>https://www.spreaker.com/episode/media-merger-mania-strikes-again--75708133</link><description><![CDATA[We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers.    Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:  - Paramount’s interest in Warner Bros Discovery  - Oracle’s huge deal with OpenAI  - Adobe’s AI story  - Rank media, autonomous vehicle, and restaurant stocks    Companies discussed: Netflix (NFLX), Disney (DIS), Warner Bros Discovery (WBD), Comcast (CMCSA), Fox (FOX), Tesla (TSLA), Rivian (RIVN), Uber (UBER), Mobileye (MBLY), WeRide (WRD), Chipotle (CMG), Darden (DRI), Cava (CAVA), Portillo’s (PTLO), Wingstop (WING)    Host: Travis Hoium  Guests: Lou Whiteman, Rick Munarriz  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]]></description><guid isPermaLink="false">b2ff4562-9019-11f0-acd4-6363e58b1158</guid><pubDate>Fri, 12 Sep 2025 20:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708133/arml8531043092.mp3" length="59924162" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers.    Travis Hoium, Lou Whiteman, and Rick Munarriz...</itunes:subtitle><itunes:summary><![CDATA[We discuss the potential for another major media merger as Paramount Skydance eyes Warner Bros Discovery, and there’s a new richest person in the world as Oracle tries to take on big tech hyperscalers.    Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:  - Paramount’s interest in Warner Bros Discovery  - Oracle’s huge deal with OpenAI  - Adobe’s AI story  - Rank media, autonomous vehicle, and restaurant stocks    Companies discussed: Netflix (NFLX), Disney (DIS), Warner Bros Discovery (WBD), Comcast (CMCSA), Fox (FOX), Tesla (TSLA), Rivian (RIVN), Uber (UBER), Mobileye (MBLY), WeRide (WRD), Chipotle (CMG), Darden (DRI), Cava (CAVA), Portillo’s (PTLO), Wingstop (WING)    Host: Travis Hoium  Guests: Lou Whiteman, Rick Munarriz  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]]></itunes:summary><itunes:duration>2485</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Mortgage Market Gets its Groove Back</title><link>https://www.spreaker.com/episode/the-mortgage-market-gets-its-groove-back--75708067</link><description><![CDATA[Ever since interest rates started to rise in 2022, the American mortgage market has been stuck. With recent economic data, though, mortgage rates have been coming down and it’s bringing buyers and refinancers out of the woodwork. Plus, Oracle’s record breaking market day and the continued rise of the exchange traded fund.      Tyler Crowe, Matt Frankel, and Jon Quast discuss:      - Mortgage applications jumped the most in over three years  - Oracle’s multi-year backlog and the implications for AI  - Exchange Traded Funds outnumbering stocks for the first tim  - Stocks (and ETFs) on our radar.    Companies discussed: RKT, UPST, ORCL, STX, AMD, QTUM, VTWO    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">eb612acc-8e7c-11f0-861b-f3bf924a7823</guid><pubDate>Thu, 11 Sep 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708067/arml3531738818.mp3" length="31148938" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Ever since interest rates started to rise in 2022, the American mortgage market has been stuck. With recent economic data, though, mortgage rates have been coming down and it’s bringing buyers and refinancers out of the woodwork. Plus, Oracle’s record...</itunes:subtitle><itunes:summary><![CDATA[Ever since interest rates started to rise in 2022, the American mortgage market has been stuck. With recent economic data, though, mortgage rates have been coming down and it’s bringing buyers and refinancers out of the woodwork. Plus, Oracle’s record breaking market day and the continued rise of the exchange traded fund.      Tyler Crowe, Matt Frankel, and Jon Quast discuss:      - Mortgage applications jumped the most in over three years  - Oracle’s multi-year backlog and the implications for AI  - Exchange Traded Funds outnumbering stocks for the first tim  - Stocks (and ETFs) on our radar.    Companies discussed: RKT, UPST, ORCL, STX, AMD, QTUM, VTWO    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1286</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple’s New iPhones and Oracle’s AI Bounce</title><link>https://www.spreaker.com/episode/apple-s-new-iphones-and-oracle-s-ai-bounce--75707966</link><description><![CDATA[We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:      Apple’s newest products    Jobs data and the latest on inflation    Oracle’s blowout numbers    Companies discussed: AAPL (AAPL), Oracle (ORCL).   Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></description><guid isPermaLink="false">8d401ada-8e76-11f0-8371-278464d77968</guid><pubDate>Wed, 10 Sep 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707966/arml9579845044.mp3" length="30959174" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:      Apple’s newest products    Jobs data and the...</itunes:subtitle><itunes:summary><![CDATA[We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss:      Apple’s newest products    Jobs data and the latest on inflation    Oracle’s blowout numbers    Companies discussed: AAPL (AAPL), Oracle (ORCL).   Host: Travis HoiumGuests: Lou Whiteman, Rachel WarrenEngineer: 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.]]></itunes:summary><itunes:duration>1279</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dave Gilboa, co-Founder and co-CEO of Warby Parker</title><link>https://www.spreaker.com/episode/dave-gilboa-co-founder-and-co-ceo-of-warby-parker--75707880</link><description><![CDATA[Warby Parker’s has serious AI glasses plans with Google.   Tom Gardner, Tim Beyers, and Dave Gilboa discuss:        Explaining Warby Parker’s business to a 10-year-old       Plans for those AI glasses       Capital allocation at Warby Parker      Hosts: Tom Gardner and Tim Beyers  Guest: Dave Gilboa  Engineer: 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. Visit ⁠megaphone.fm/adchoices]]></description><guid isPermaLink="false">266706c0-8db3-11f0-bf26-033e9c0f1d0c</guid><pubDate>Tue, 09 Sep 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707880/arml9754324598.mp3" length="34275783" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Warby Parker’s has serious AI glasses plans with Google.   Tom Gardner, Tim Beyers, and Dave Gilboa discuss:        Explaining Warby Parker’s business to a 10-year-old       Plans for those AI glasses       Capital allocation at Warby Parker...</itunes:subtitle><itunes:summary><![CDATA[Warby Parker’s has serious AI glasses plans with Google.   Tom Gardner, Tim Beyers, and Dave Gilboa discuss:        Explaining Warby Parker’s business to a 10-year-old       Plans for those AI glasses       Capital allocation at Warby Parker      Hosts: Tom Gardner and Tim Beyers  Guest: Dave Gilboa  Engineer: 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. Visit ⁠megaphone.fm/adchoices]]></itunes:summary><itunes:duration>1417</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Our Biggest Regret</title><link>https://www.spreaker.com/episode/our-biggest-regret--75707943</link><description><![CDATA[Parting is such sweet sorrow. Today on Motley Fool Money, Rick Munarriz, with analysts Lou Whiteman and Jason Hall discuss selling decisions they wish they could have back. They also look at some stocks that could thrive in the new normal after last week’s problematic jobs report. There’s also a sporty look at some of this year’s biggest winners and losers.    They unpack:  - Painful decisions to sell that continue to haunt them.   - Three stocks that should move higher as the Fed nudges rates lower.   - A game that separates this year’s risers from sinkers.    Companies discussed: AX, L, MSFT, NFLX, SBUX, MEG, ZG, TSLA, NVDA,      Host: Rick Munarriz, Jason Hall, Lou Whiteman   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]]></description><guid isPermaLink="false">5e726656-8cee-11f0-90a0-8f4ee57c279c</guid><pubDate>Mon, 08 Sep 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707943/arml3582710243.mp3" length="27237991" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Parting is such sweet sorrow. Today on Motley Fool Money, Rick Munarriz, with analysts Lou Whiteman and Jason Hall discuss selling decisions they wish they could have back. They also look at some stocks that could thrive in the new normal after last...</itunes:subtitle><itunes:summary><![CDATA[Parting is such sweet sorrow. Today on Motley Fool Money, Rick Munarriz, with analysts Lou Whiteman and Jason Hall discuss selling decisions they wish they could have back. They also look at some stocks that could thrive in the new normal after last week’s problematic jobs report. There’s also a sporty look at some of this year’s biggest winners and losers.    They unpack:  - Painful decisions to sell that continue to haunt them.   - Three stocks that should move higher as the Fed nudges rates lower.   - A game that separates this year’s risers from sinkers.    Companies discussed: AX, L, MSFT, NFLX, SBUX, MEG, ZG, TSLA, NVDA,      Host: Rick Munarriz, Jason Hall, Lou Whiteman   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]]></itunes:summary><itunes:duration>1123</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Tom Slater, Head of U.S. Equities at Baillie Gifford</title><link>https://www.spreaker.com/episode/interview-with-tom-slater-head-of-u-s-equities-at-baillie-gifford--75707634</link><description><![CDATA[Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-term investing. Topics discussed include:     Finding long-term winners    Managing your mindset    Culture and leadership    Allocation    E-commerce winners   Host: Andy CrossProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">a2a9e138-8a04-11f0-bed0-13ce612a5d94</guid><pubDate>Sun, 07 Sep 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707634/arml9320350268.mp3" length="33993246" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-term investing. Topics discussed include:...</itunes:subtitle><itunes:summary><![CDATA[Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-term investing. Topics discussed include:     Finding long-term winners    Managing your mindset    Culture and leadership    Allocation    E-commerce winners   Host: Andy CrossProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1405</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When to Hire an Advisor, and It Pays to Hug Your Job</title><link>https://www.spreaker.com/episode/when-to-hire-an-advisor-and-it-pays-to-hug-your-job--75707848</link><description><![CDATA[Even if you’re a do-it-yourself investor, there are times when getting professional financial help can be one of the best investments you’ll make. Robert Brokamp talks with Bankrate’s Dayana Yochim about how a financial planner can help you navigate a money-related life event, relieve financial stress, prioritize your goals, and make sure you get money stuff done.    Also in this episode:  -Through most of the 2000s, wage growth for job switchers was higher than for job stayers. But not now.  -The number of ETFs now exceeds the number of stocks – is that good or bad news?  -It’s an odd time for the housing market, as evidenced by the fact that new homes cost less than existing homes.  -Tips for making the most of your 401(k)    Host: Robert Brokamp  Guest: Dayana Yochim  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]]></description><guid isPermaLink="false">feefa760-8a6e-11f0-a887-c3db7656b18b</guid><pubDate>Sat, 06 Sep 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75707848/arml7360547167.mp3" length="32127668" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Even if you’re a do-it-yourself investor, there are times when getting professional financial help can be one of the best investments you’ll make. Robert Brokamp talks with Bankrate’s Dayana Yochim about how a financial planner can help you navigate a...</itunes:subtitle><itunes:summary><![CDATA[Even if you’re a do-it-yourself investor, there are times when getting professional financial help can be one of the best investments you’ll make. Robert Brokamp talks with Bankrate’s Dayana Yochim about how a financial planner can help you navigate a money-related life event, relieve financial stress, prioritize your goals, and make sure you get money stuff done.    Also in this episode:  -Through most of the 2000s, wage growth for job switchers was higher than for job stayers. But not now.  -The number of ETFs now exceeds the number of stocks – is that good or bad news?  -It’s an odd time for the housing market, as evidenced by the fact that new homes cost less than existing homes.  -Tips for making the most of your 401(k)    Host: Robert Brokamp  Guest: Dayana Yochim  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]]></itunes:summary><itunes:duration>1327</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jobs, AI, &amp; Elon Musk’s Trillion Dollar Payday</title><link>https://www.spreaker.com/episode/jobs-ai-elon-musk-s-trillion-dollar-payday--75708170</link><description><![CDATA[The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market.    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:  - This week’s jobs data  - Anthropic’s funding  - Google antitrust win  - Elon Musk’s potential trillion dollar payday    Companies discussed: Tesla (TSLA), Alphabet (GOOG), Lululemon (LULU), Nike (NKE), On Holding (ONON), Figma (FIG), Coreweave (CRWV).    Host: Travis Hoium  Guests: Lou Whiteman, Matt Frankel  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]]></description><guid isPermaLink="false">49ffa982-8a95-11f0-be90-a34727ff0383</guid><pubDate>Fri, 05 Sep 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708170/arml5893928139.mp3" length="59876755" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market.    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:  - This week’s jobs data  -...</itunes:subtitle><itunes:summary><![CDATA[The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market.    Travis Hoium, Lou Whiteman, and Matt Frankel discuss:  - This week’s jobs data  - Anthropic’s funding  - Google antitrust win  - Elon Musk’s potential trillion dollar payday    Companies discussed: Tesla (TSLA), Alphabet (GOOG), Lululemon (LULU), Nike (NKE), On Holding (ONON), Figma (FIG), Coreweave (CRWV).    Host: Travis Hoium  Guests: Lou Whiteman, Matt Frankel  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]]></itunes:summary><itunes:duration>2483</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Best Investment in 2025 (So Far...) Isn’t What You Think</title><link>https://www.spreaker.com/episode/the-best-investment-in-2025-so-far-isn-t-what-you-think--75708837</link><description><![CDATA[We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to put on investors radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:      - Gold outperforming the S&amp;P 500 and crypto in 2025  - The gold mining stock at the top of the best performer list  - Figma’s earnings  - IPOs on deck worth an extra look    Companies discussed: NEM, PLTR, STX, FIG, XYZ, SOFI, GEMI, BRCR, FIGR, BROS    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></description><guid isPermaLink="false">248277d8-89c9-11f0-8328-2be25c238993</guid><pubDate>Thu, 04 Sep 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708837/arml2702350212.mp3" length="29839149" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to...</itunes:subtitle><itunes:summary><![CDATA[We’re racing to the end of 2025 and a year where AI and tariffs have dominated the headlines, gold has been the best investment so far. The team looks at why gold is rising, Figma’s sharp post-earnings decline, and crack open three IPO prospectuses to put on investors radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:      - Gold outperforming the S&amp;P 500 and crypto in 2025  - The gold mining stock at the top of the best performer list  - Figma’s earnings  - IPOs on deck worth an extra look    Companies discussed: NEM, PLTR, STX, FIG, XYZ, SOFI, GEMI, BRCR, FIGR, BROS    Host: Tyler Crowe   Guests: Matt Frankel, 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]]></itunes:summary><itunes:duration>1232</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI Helps Google Win in Court</title><link>https://www.spreaker.com/episode/openai-helps-google-win-in-court--75709034</link><description><![CDATA[Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Google keeps Chrome  - Kraft Heinz split  - IPO frenzy    Companies discussed: Alphabet (GOOG, GOOGL), Kraft Heinz (KHZ), Coreweave (CRWV), Circle (CRCL).    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]]></description><guid isPermaLink="false">522b348e-88fe-11f0-ad3b-bf32da4f8d36</guid><pubDate>Wed, 03 Sep 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709034/arml7826570957.mp3" length="31120208" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today.    Travis Hoium, Lou Whiteman,...</itunes:subtitle><itunes:summary><![CDATA[Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Google keeps Chrome  - Kraft Heinz split  - IPO frenzy    Companies discussed: Alphabet (GOOG, GOOGL), Kraft Heinz (KHZ), Coreweave (CRWV), Circle (CRCL).    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]]></itunes:summary><itunes:duration>1285</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Buy High, Buy Higher</title><link>https://www.spreaker.com/episode/buy-high-buy-higher--75708805</link><description><![CDATA[It’s never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity leader that they believe can keep beating the market. There’s also a short-form look at three long-term opportunities with an improv game that has a stock market bent.     They unpack:  - A stock that soared 44% last week, but can keep moving higher in the long run.   - A cybersecurity leader that has bounced back after a whopper of a blunder last summer.   - The bullish case for three stocks, one point at a time.    Companies discussed: MDB, CRWD, S, MELI, DUOL, WRBY      Host: Rick Munarriz, Tim Beyers, 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. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices]]></description><guid isPermaLink="false">001599ea-8837-11f0-89bd-b351ec6e509f</guid><pubDate>Tue, 02 Sep 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708805/arml4806731213.mp3" length="31584598" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity leader that they believe can keep beating the...</itunes:subtitle><itunes:summary><![CDATA[It’s never too late to make the right investing decision. Today on Motley Fool Money, Rick Munarriz, with analysts Tim Beyers and Jason Hall dig into a document database developer and a cybersecurity leader that they believe can keep beating the market. There’s also a short-form look at three long-term opportunities with an improv game that has a stock market bent.     They unpack:  - A stock that soared 44% last week, but can keep moving higher in the long run.   - A cybersecurity leader that has bounced back after a whopper of a blunder last summer.   - The bullish case for three stocks, one point at a time.    Companies discussed: MDB, CRWD, S, MELI, DUOL, WRBY      Host: Rick Munarriz, Tim Beyers, 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. Learn more about your ad choices. Visit ⁠megaphone.fm/adchoices]]></itunes:summary><itunes:duration>1305</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Charlie Wheelan: Naked Economics</title><link>https://www.spreaker.com/episode/interview-with-charlie-wheelan-naked-economics--75708865</link><description><![CDATA[Charlie Wheelan has spent his career making complex ideas understandable and accessible. He’s the faculty director for the Dartmouth Tuck Center for Business, Government &amp; Society, and the best-selling author of Naked Economics, Naked Money, and Naked Statistics. Motley Fool analyst Buck Hartzell and Motley Fool contributor Rich Lumelleau talk with Wheelan about tariffs, technology, and business.     Tariffs and trade    Manufacturing and technology    National debt    AI and investing   Host: Buck Hartzell, Rich LumelleauProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">dfdc1f5e-625d-11f0-83c2-a7e8623d8064</guid><pubDate>Sun, 31 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708865/arml5546577280.mp3" length="48648877" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Charlie Wheelan has spent his career making complex ideas understandable and accessible. He’s the faculty director for the Dartmouth Tuck Center for Business, Government &amp;amp; Society, and the best-selling author of Naked Economics, Naked Money,...</itunes:subtitle><itunes:summary><![CDATA[Charlie Wheelan has spent his career making complex ideas understandable and accessible. He’s the faculty director for the Dartmouth Tuck Center for Business, Government &amp; Society, and the best-selling author of Naked Economics, Naked Money, and Naked Statistics. Motley Fool analyst Buck Hartzell and Motley Fool contributor Rich Lumelleau talk with Wheelan about tariffs, technology, and business.     Tariffs and trade    Manufacturing and technology    National debt    AI and investing   Host: Buck Hartzell, Rich LumelleauProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1210</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Father of the 4% Rule Says Retirees Can Withdraw Much More</title><link>https://www.spreaker.com/episode/the-father-of-the-4-rule-says-retirees-can-withdraw-much-more--75708754</link><description><![CDATA[William Bengen established 4% as the initial safe withdrawal rate in retirement more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.”Bengen joined Motley Fool retirement expert Robert Brokamp to discuss:- how factors such as market valuation and inflation affect the safe withdrawal rate- whether retirees should decrease or increase their allocation to stocks as they get older- Bengen’s suggested withdrawal rate for current retireesHost: Robert BrokampGuest: William BengenEngineer: 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.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]]></description><guid isPermaLink="false">dfbee858-625d-11f0-83c2-ab63044e1baa</guid><pubDate>Sat, 30 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708754/arml7309308005.mp3" length="53864668" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>William Bengen established 4% as the initial safe withdrawal rate in retirement more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his new book, “A Richer...</itunes:subtitle><itunes:summary><![CDATA[William Bengen established 4% as the initial safe withdrawal rate in retirement more than 30 years ago. But in subsequent research, he has concluded that 4% is likely much too low. That research is thoroughly explained in his new book, “A Richer Retirement: Supercharging the 4% Rule to Spend More and Enjoy More.”Bengen joined Motley Fool retirement expert Robert Brokamp to discuss:- how factors such as market valuation and inflation affect the safe withdrawal rate- whether retirees should decrease or increase their allocation to stocks as they get older- Bengen’s suggested withdrawal rate for current retireesHost: Robert BrokampGuest: William BengenEngineer: 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.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]]></itunes:summary><itunes:duration>1340</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Trillion Dollar AI Question</title><link>https://www.spreaker.com/episode/the-trillion-dollar-ai-question--75708829</link><description><![CDATA[AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss:    - AI capex trends- Housing prices decline- KPop Demon Hunters and Netflix content- We play “Cut Down Day”  Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Axon (AXON), Netflix (NFLX), Amazon (AMZN), Tesla (TSLA), Shopify (SHOP), Meta Platforms (META), Mercado Libre (MELI), Intuitive Surgical (ISGR), Chipotle (CMG), Palantir (PLTR), Aerovironment (AVAV)    Host: Travis HoiumGuests: Lou Whiteman,Tim BeyersEngineer: 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.]]></description><guid isPermaLink="false">dfa0f26c-625d-11f0-83c2-73e5f8ee4bf5</guid><pubDate>Fri, 29 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708829/arml6518107243.mp3" length="58318054" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss:    - AI...</itunes:subtitle><itunes:summary><![CDATA[AI spending is approaching $1 trillion per year, but will there be a return from that spending. And the crew discusses the latest housing trends and how KPop Demon Hunters could change media. Travis Hoium, Lou Whiteman, and Tim Beyers discuss:    - AI capex trends- Housing prices decline- KPop Demon Hunters and Netflix content- We play “Cut Down Day”  Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Axon (AXON), Netflix (NFLX), Amazon (AMZN), Tesla (TSLA), Shopify (SHOP), Meta Platforms (META), Mercado Libre (MELI), Intuitive Surgical (ISGR), Chipotle (CMG), Palantir (PLTR), Aerovironment (AVAV)    Host: Travis HoiumGuests: Lou Whiteman,Tim BeyersEngineer: 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.]]></itunes:summary><itunes:duration>2418</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nano Banana Steals the Spotlight From NVIDIA</title><link>https://www.spreaker.com/episode/nano-banana-steals-the-spotlight-from-nvidia--75708862</link><description><![CDATA[Can NVIDIA’s recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI?    Travis Hoium, Jon Quast, and Dan Caplinger discuss:  - NVIDIA’s earnings- Nano Banana from Google Gemini- Spotify gets social- Dollar General show momentum in retail.    Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Microsoft (MSFT), Meta Platforms (META), Dollar General (DG), Dollarama (DOL), Spotify (SPOT).    Host: Travis HoiumGuests: Jon Quast, Dan CaplingerEngineer: 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.]]></description><guid isPermaLink="false">df819ffc-625d-11f0-83c2-6f088bb8e50f</guid><pubDate>Thu, 28 Aug 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708862/arml9389964791.mp3" length="33411351" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Can NVIDIA’s recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI?    Travis Hoium, Jon Quast, and Dan Caplinger discuss:  - NVIDIA’s earnings- Nano Banana from Google Gemini- Spotify gets social- Dollar General...</itunes:subtitle><itunes:summary><![CDATA[Can NVIDIA’s recent earnings continue to bolster the market? Or maybe Nano Banana is the savior of AI?    Travis Hoium, Jon Quast, and Dan Caplinger discuss:  - NVIDIA’s earnings- Nano Banana from Google Gemini- Spotify gets social- Dollar General show momentum in retail.    Companies discussed: NVIDIA (NVDA), Alphabet (GOOG), Microsoft (MSFT), Meta Platforms (META), Dollar General (DG), Dollarama (DOL), Spotify (SPOT).    Host: Travis HoiumGuests: Jon Quast, Dan CaplingerEngineer: 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.]]></itunes:summary><itunes:duration>1381</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple’s Elon Problem &amp; AI Future</title><link>https://www.spreaker.com/episode/apple-s-elon-problem-ai-future--75708873</link><description><![CDATA[Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees.  Travis Hoium, Lou Whiteman, and Rachel Warren discuss:     Elon Musk suing Apple    Apple’s AI future with Siri and potential acquisitions    The government’s Intel stake and (potential) defense deals    Fox vs YouTube TV   Companies discussed: Alphabet (GOOG), Apple (AAPL), Intel (INTC), Fox (FOX)    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.]]></description><guid isPermaLink="false">df62481e-625d-11f0-83c2-97b4449a1248</guid><pubDate>Wed, 27 Aug 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708873/arml7128182292.mp3" length="30774138" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks...</itunes:subtitle><itunes:summary><![CDATA[Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees.  Travis Hoium, Lou Whiteman, and Rachel Warren discuss:     Elon Musk suing Apple    Apple’s AI future with Siri and potential acquisitions    The government’s Intel stake and (potential) defense deals    Fox vs YouTube TV   Companies discussed: Alphabet (GOOG), Apple (AAPL), Intel (INTC), Fox (FOX)    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.]]></itunes:summary><itunes:duration>1271</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When Rates Move, Who Wins?</title><link>https://www.spreaker.com/episode/when-rates-move-who-wins--75708759</link><description><![CDATA[Lower interest rates are more than a macro headline - for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors.   Today on Motley Fool Money, analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likely to be impacted after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole    Companies discussed: WD, RKT, GRBK, O, PYPL, ABNB, PAYC, TSLA    Host: Emily Flippen, Jason Hall, David Meier  Producer: Anand Chokkavelu  Engineer: Bart Shannon    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]]></description><guid isPermaLink="false">df41992a-625d-11f0-83c2-fbd8df34971c</guid><pubDate>Tue, 26 Aug 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708759/arml5562955703.mp3" length="35073584" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Lower interest rates are more than a macro headline - for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors.   Today on Motley Fool Money, analysts Emily Flippen, Jason Hall, and David...</itunes:subtitle><itunes:summary><![CDATA[Lower interest rates are more than a macro headline - for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors.   Today on Motley Fool Money, analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likely to be impacted after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole    Companies discussed: WD, RKT, GRBK, O, PYPL, ABNB, PAYC, TSLA    Host: Emily Flippen, Jason Hall, David Meier  Producer: Anand Chokkavelu  Engineer: Bart Shannon    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]]></itunes:summary><itunes:duration>1450</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Weight Loss. Weight Loss. Don’t Tell Me.</title><link>https://www.spreaker.com/episode/weight-loss-weight-loss-don-t-tell-me--75708889</link><description><![CDATA[There are new ways to tackle weight loss, but the stocks leading the way are lagging. Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall dig into the problems with weight loss stocks. There’s also a look at some investments that can survive next month’s potential volatility as well as a long-term view at disruptors of the future that you probably didn’t see coming.   They unpack:      Three companies that can ride high through what could be a volatile September.       A reality check for GLP-1 and other weight loss stocks.       Finding the next great disruptor that could be hiding in plain sight.     Companies discussed: VKTX, NVO, LLY, UNH, TREX, DIS, TBBB, LEN   Host: Rick Munarriz, Karl Thiel, Jason Hall   Producer: Anand Chokkavelu  Engineer: Bart Shannon    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.]]></description><guid isPermaLink="false">df1f84e8-625d-11f0-83c2-b77568974ebd</guid><pubDate>Mon, 25 Aug 2025 20:32:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708889/arml9049373850.mp3" length="35150025" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There are new ways to tackle weight loss, but the stocks leading the way are lagging. Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall dig into the problems with weight loss stocks. There’s also a look at some...</itunes:subtitle><itunes:summary><![CDATA[There are new ways to tackle weight loss, but the stocks leading the way are lagging. Today on Motley Fool Money, Rick Munarriz, with analysts Karl Thiel and Jason Hall dig into the problems with weight loss stocks. There’s also a look at some investments that can survive next month’s potential volatility as well as a long-term view at disruptors of the future that you probably didn’t see coming.   They unpack:      Three companies that can ride high through what could be a volatile September.       A reality check for GLP-1 and other weight loss stocks.       Finding the next great disruptor that could be hiding in plain sight.     Companies discussed: VKTX, NVO, LLY, UNH, TREX, DIS, TBBB, LEN   Host: Rick Munarriz, Karl Thiel, Jason Hall   Producer: Anand Chokkavelu  Engineer: Bart Shannon    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.]]></itunes:summary><itunes:duration>1453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Stride CEO James Rhyu: Disrupting K-12 and Beyond</title><link>https://www.spreaker.com/episode/interview-with-stride-ceo-james-rhyu-disrupting-k-12-and-beyond--75709092</link><description><![CDATA[Is the educational system ripe for disruption? Stride is a for-profit education company that provides online and blended education programs - programs from K-12 through career certification and training. Motley Fool CEO Tom Gardner and analyst Sanmeet Deo talk with Stride CEO James Rhyu about opportunity, disruption, AI, and leadership.     Opportunity and disruption    AI and the future of education    Leadership   Host: Tom Gardner, Sanmeet DeoProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">ec0176ee-7a27-11f0-9e52-2f660fadc15a</guid><pubDate>Sun, 24 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709092/arml5132312528.mp3" length="55228412" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Is the educational system ripe for disruption? Stride is a for-profit education company that provides online and blended education programs - programs from K-12 through career certification and training. Motley Fool CEO Tom Gardner and analyst Sanmeet...</itunes:subtitle><itunes:summary><![CDATA[Is the educational system ripe for disruption? Stride is a for-profit education company that provides online and blended education programs - programs from K-12 through career certification and training. Motley Fool CEO Tom Gardner and analyst Sanmeet Deo talk with Stride CEO James Rhyu about opportunity, disruption, AI, and leadership.     Opportunity and disruption    AI and the future of education    Leadership   Host: Tom Gardner, Sanmeet DeoProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1374</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Factor Home Equity Into Your Financial Plan</title><link>https://www.spreaker.com/episode/how-to-factor-home-equity-into-your-financial-plan--75708735</link><description><![CDATA[Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash.    Also in this episode:  -Which types of stocks have performed best since the current rally began on April 8  -Why is car insurance so expensive, and what to do about it  -How to benefit from the $84 trillion “Great Wealth Transfer” that will take place when Boomers leave inheritances to their heirs    Companies discussed: MCD    Host: Robert Brokamp  Guest: Matt Frankel  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.]]></description><guid isPermaLink="false">dee37e94-625d-11f0-83c2-4b3b3e4818a0</guid><pubDate>Sat, 23 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708735/arml1910831549.mp3" length="31122850" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash.    Also in this episode:  -Which types of stocks have performed best since the...</itunes:subtitle><itunes:summary><![CDATA[Home prices are near all-time highs, and homeowners have never had so much equity. Matt Frankel and Robert Brokamp discuss why, when, and how to turn your home into cash.    Also in this episode:  -Which types of stocks have performed best since the current rally began on April 8  -Why is car insurance so expensive, and what to do about it  -How to benefit from the $84 trillion “Great Wealth Transfer” that will take place when Boomers leave inheritances to their heirs    Companies discussed: MCD    Host: Robert Brokamp  Guest: Matt Frankel  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.]]></itunes:summary><itunes:duration>1285</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Walmart Stands Tall In a Rocky Retail Environment</title><link>https://www.spreaker.com/episode/walmart-stands-tall-in-a-rocky-retail-environment--75708940</link><description><![CDATA[The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different?    Travis Hoium, Jon Quast, and Matt Frankel discuss:  - Retail earnings and takeaways for investors  - Opendoor’s pop  - The return of SPACs  - Meta’s new AI strategy    Companies discussed: Meta Platforms (META), Alphabet (GOOG), Dollar General (DG), NXP Semiconductor (NXPI), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), TJ Maxx (TJX), Costco (COST), On Holding (ONON), Nike (NKE).    Host: Travis Hoium  Guests: Jon Quast, Matt Frankel  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]]></description><guid isPermaLink="false">dec5ce1c-625d-11f0-83c2-2b42e5589b3a</guid><pubDate>Fri, 22 Aug 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708940/arml7035974017.mp3" length="60117142" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different?    Travis Hoium, Jon Quast, and Matt Frankel discuss:  - Retail earnings and...</itunes:subtitle><itunes:summary><![CDATA[The retail earnings flood hit this week and it told us a lot about consumer spending, plus the market is once again buying into meme stocks and SPACs. Is this time different?    Travis Hoium, Jon Quast, and Matt Frankel discuss:  - Retail earnings and takeaways for investors  - Opendoor’s pop  - The return of SPACs  - Meta’s new AI strategy    Companies discussed: Meta Platforms (META), Alphabet (GOOG), Dollar General (DG), NXP Semiconductor (NXPI), Walmart (WMT), Target (TGT), Home Depot (HD), Lowe’s (LOW), TJ Maxx (TJX), Costco (COST), On Holding (ONON), Nike (NKE).    Host: Travis Hoium  Guests: Jon Quast, Matt Frankel  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]]></itunes:summary><itunes:duration>2493</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Wal Mart Shows Other Retailers How It’s Done</title><link>https://www.spreaker.com/episode/wal-mart-shows-other-retailers-how-it-s-done--75708956</link><description><![CDATA[Second quarter earnings results have been littered with slumping sales and disappointing guidance. Wal Mart threw that narrative on its head when it said it was raising sales guidance for the rest of the year. What’s in Wal Mart’s secret sauce? Also, investing lessons from Meta’s AI strategic changes, a smorgasboard of market news, and stocks on our radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:      - Wal Mart’s increased sales guidance standing out from its peers  - Meta’s hiring freeze   - Chipotle drone delivery?  - Cracker Barrel’s rebranding  - SPACs are back?    Companies discussed: WMT, TGT, META, CMG, CBRL, TRIP, TREX    Host: Tyler Crowe   Guests: Matt Frankel, 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.]]></description><guid isPermaLink="false">dea77ee4-625d-11f0-83c2-bfe8bc6a1112</guid><pubDate>Thu, 21 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708956/arml1627614142.mp3" length="34283010" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Second quarter earnings results have been littered with slumping sales and disappointing guidance. Wal Mart threw that narrative on its head when it said it was raising sales guidance for the rest of the year. What’s in Wal Mart’s secret sauce? Also,...</itunes:subtitle><itunes:summary><![CDATA[Second quarter earnings results have been littered with slumping sales and disappointing guidance. Wal Mart threw that narrative on its head when it said it was raising sales guidance for the rest of the year. What’s in Wal Mart’s secret sauce? Also, investing lessons from Meta’s AI strategic changes, a smorgasboard of market news, and stocks on our radar    Tyler Crowe, Matt Frankel, and Jon Quast discuss:      - Wal Mart’s increased sales guidance standing out from its peers  - Meta’s hiring freeze   - Chipotle drone delivery?  - Cracker Barrel’s rebranding  - SPACs are back?    Companies discussed: WMT, TGT, META, CMG, CBRL, TRIP, TREX    Host: Tyler Crowe   Guests: Matt Frankel, 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.]]></itunes:summary><itunes:duration>1417</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>When AI Execs Say the Market Looks Bubbly</title><link>https://www.spreaker.com/episode/when-ai-execs-say-the-market-looks-bubbly--75708910</link><description><![CDATA[Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships    Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:      -Open AI CEO Sam Altman’s comments about AI bubbles  -Target and Estee Lauder under new leadership  -Home Depot and Loew’s in a race to own the building products space    Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL      Host: Tyler Crowe   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]]></description><guid isPermaLink="false">de898f1a-625d-11f0-83c2-dfc56e59450c</guid><pubDate>Wed, 20 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708910/arml1363766208.mp3" length="31012154" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions...</itunes:subtitle><itunes:summary><![CDATA[Market chatter about the frothiness of the AI market seems to be picking up and has hit a fever pitch with Open AI CEO Sam Altman claiming that he too sees a bubble forming. That, and earnings from retailers looking at new leadership or acquisitions to right their respective ships    Tyler Crowe, Lou Whiteman, and Rachel Warren discuss:      -Open AI CEO Sam Altman’s comments about AI bubbles  -Target and Estee Lauder under new leadership  -Home Depot and Loew’s in a race to own the building products space    Companies discussed: PLTR, CRWV, TGT, EL, HD, LOW, QXO, MSFT, AMZN, ELF, LRLCY, GOOG, GOOGL      Host: Tyler Crowe   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]]></itunes:summary><itunes:duration>1281</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Cybersecurity, Shoes, and Homebuilders Tell Us About Change</title><link>https://www.spreaker.com/episode/what-cybersecurity-shoes-and-homebuilders-tell-us-about-change--75708891</link><description><![CDATA[Palo Alto Networks is bracing investors with its latest earnings, homebuilders are sweetening deals to attract strapped buyers, and footwear brands are rewriting the playbook. Today on Motley Fool Money, analysts Emily Flippen, Sanmeet Deo, and David Meier evaluate how industries and businesses adapt even when the landscape changes.    They debate:  - Palo Alto’s strong fourth quarter report  - How the landscape of shoe fashion has changed  -Housing headwinds    Companies discussed: PANW, FTNT, CROX, ONON, NKE, FL    Host: Emily Flippen  Guests: Sanmeet Deo, David Meier  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]]></description><guid isPermaLink="false">de6ac18e-625d-11f0-83c2-070578d1226d</guid><pubDate>Tue, 19 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708891/arml3110988172.mp3" length="30829606" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Palo Alto Networks is bracing investors with its latest earnings, homebuilders are sweetening deals to attract strapped buyers, and footwear brands are rewriting the playbook. Today on Motley Fool Money, analysts Emily Flippen, Sanmeet Deo, and David...</itunes:subtitle><itunes:summary><![CDATA[Palo Alto Networks is bracing investors with its latest earnings, homebuilders are sweetening deals to attract strapped buyers, and footwear brands are rewriting the playbook. Today on Motley Fool Money, analysts Emily Flippen, Sanmeet Deo, and David Meier evaluate how industries and businesses adapt even when the landscape changes.    They debate:  - Palo Alto’s strong fourth quarter report  - How the landscape of shoe fashion has changed  -Housing headwinds    Companies discussed: PANW, FTNT, CROX, ONON, NKE, FL    Host: Emily Flippen  Guests: Sanmeet Deo, David Meier  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]]></itunes:summary><itunes:duration>1273</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s Eating at Restaurant Stocks?</title><link>https://www.spreaker.com/episode/what-s-eating-at-restaurant-stocks--75708972</link><description><![CDATA[Summer is heating up, but restaurant stocks are cooling down. Today on Motley Fool Money, Rick Munarriz, with analysts Alicia Alfiere and Jason Hall will dig into problems at your favorite chains. There’s also a look at some companies reporting earnings this week and it’s report card time for some of this year’s biggest gainers.They unpack:     Three companies worth watching are reporting earnings this week.    Sluggish comps at many leading restaurants.    A few unexpected stocks have more than doubled this year. Can they keep the upticks coming?   Companies discussed: CMG, CAVA, WING, SG, MCD, TJX, VIK, BIDU, CELH, RBLX, PLTR  Host: Rick Munarriz, Jason Hall, Alicia Alfiere  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. 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]]></description><guid isPermaLink="false">de4bbf46-625d-11f0-83c2-83c2546c025d</guid><pubDate>Mon, 18 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708972/arml1071044440.mp3" length="24033686" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Summer is heating up, but restaurant stocks are cooling down. Today on Motley Fool Money, Rick Munarriz, with analysts Alicia Alfiere and Jason Hall will dig into problems at your favorite chains. There’s also a look at some companies reporting...</itunes:subtitle><itunes:summary><![CDATA[Summer is heating up, but restaurant stocks are cooling down. Today on Motley Fool Money, Rick Munarriz, with analysts Alicia Alfiere and Jason Hall will dig into problems at your favorite chains. There’s also a look at some companies reporting earnings this week and it’s report card time for some of this year’s biggest gainers.They unpack:     Three companies worth watching are reporting earnings this week.    Sluggish comps at many leading restaurants.    A few unexpected stocks have more than doubled this year. Can they keep the upticks coming?   Companies discussed: CMG, CAVA, WING, SG, MCD, TJX, VIK, BIDU, CELH, RBLX, PLTR  Host: Rick Munarriz, Jason Hall, Alicia Alfiere  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. 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]]></itunes:summary><itunes:duration>990</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Karooooo CEO Zak Calisto</title><link>https://www.spreaker.com/episode/interview-with-karooooo-ceo-zak-calisto--75708718</link><description><![CDATA[Heard the one about the CEO who wanted to buy the url for his company, found out it was taken, and added a few o’s to save a few million? Karooooo CEO and founder Zak Calisto talks with Motley Fool CEO Tom Gardner and analyst Emily Flippen about the business of connected vehicles and about his company’s quirky name.     Founder story    Future growth    Leadership style    Autonomous vehicles    Karooooo name   Host: Tom Gardner, Emily FlippenProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">de2ee024-625d-11f0-83c2-4ff0116d9d88</guid><pubDate>Sun, 17 Aug 2025 19:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708718/arml2768123615.mp3" length="51907697" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Heard the one about the CEO who wanted to buy the url for his company, found out it was taken, and added a few o’s to save a few million? Karooooo CEO and founder Zak Calisto talks with Motley Fool CEO Tom Gardner and analyst Emily Flippen about the...</itunes:subtitle><itunes:summary><![CDATA[Heard the one about the CEO who wanted to buy the url for his company, found out it was taken, and added a few o’s to save a few million? Karooooo CEO and founder Zak Calisto talks with Motley Fool CEO Tom Gardner and analyst Emily Flippen about the business of connected vehicles and about his company’s quirky name.     Founder story    Future growth    Leadership style    Autonomous vehicles    Karooooo name   Host: Tom Gardner, Emily FlippenProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1291</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Should You Retire Sooner, and Is Your Fund Winning?</title><link>https://www.spreaker.com/episode/should-you-retire-sooner-and-is-your-fund-winning--75708971</link><description><![CDATA[Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to a fulfilling retirement and whether more people should retire sooner.    Also in this episode:  -Chaos at the IRS  -Credit card delinquencies are rising, and rates are sky-high  -Tools to optimize your Social Security claiming strategy  -How to determine whether your mutual fund is winning    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.]]></description><guid isPermaLink="false">de11f36a-625d-11f0-83c2-bbb9db164e69</guid><pubDate>Sat, 16 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708971/arml2880084596.mp3" length="32279482" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to a fulfilling retirement and whether more people...</itunes:subtitle><itunes:summary><![CDATA[Wes Moss is a Certified Financial Planner practitioner and the author of “What the Happiest Retirees Know.” In Part 2 of this conversation with Robert Brokamp, Wes discusses the non-financial keys to a fulfilling retirement and whether more people should retire sooner.    Also in this episode:  -Chaos at the IRS  -Credit card delinquencies are rising, and rates are sky-high  -Tools to optimize your Social Security claiming strategy  -How to determine whether your mutual fund is winning    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.]]></itunes:summary><itunes:duration>1333</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Warren Buffett Is Making Big Buys Again</title><link>https://www.spreaker.com/episode/warren-buffett-is-making-big-buys-again--75708912</link><description><![CDATA[Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!”    Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:  - Inflation is a boogeyman again  - UFC gets a $7.7 billion deal with Paramount  - Buffett makes a big buy  - Stocks on our radar    Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH)    Host: Travis Hoium  Guests: Lou Whiteman, Rick Munarriz  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]]></description><guid isPermaLink="false">ddf1a6e6-625d-11f0-83c2-4716407956c7</guid><pubDate>Fri, 15 Aug 2025 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708912/arml3459146213.mp3" length="59510089" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!”    Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:  - Inflation is a boogeyman again  - UFC gets a...</itunes:subtitle><itunes:summary><![CDATA[Warren Buffett bought $1.6 billion of United Health stock in Q2, inflation may be ticking higher after all, and play “Ohh, No! or Let’s Go!!”    Travis Hoium, Lou Whiteman, and Rick Munarriz discuss:  - Inflation is a boogeyman again  - UFC gets a $7.7 billion deal with Paramount  - Buffett makes a big buy  - Stocks on our radar    Companies discussed: Lululemon (LULU), TKO Group (TKO), Rigetti Computing (RGTI), Eli Lilly (LLY), Reddit (RDDT), Celsius (CELH), Crocs (CROX), Alphabet (GOOG), NVIDIA (NVDA), United Health (UNH)    Host: Travis Hoium  Guests: Lou Whiteman, Rick Munarriz  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]]></itunes:summary><itunes:duration>2468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Making Sense of Market Hyperbole</title><link>https://www.spreaker.com/episode/making-sense-of-market-hyperbole--75709105</link><description><![CDATA[There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors without context and sifting through the signal versus the noise. Plus, space investing is having its week in the sun and wrapping up second quarter earnings.    Matt Frankel, Jon Quast, and Tyler Crowe discuss:  – The massive cash pile sitting on the sidelines  – How they invest when broader signals say the market’s overvalued.  – The fast changing landscape in the space indsury  – Second quarter earnings surprises from Dlocal, Circle Internet Group, and Sea Limited.    Companies discussed: BAC, BA, LMT, RKLB, FLY, NOC, DLO, CRCL, SE    Host: Tyler Crowe  Guests: Matt Frankel, 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.]]></description><guid isPermaLink="false">ddd193b0-625d-11f0-83c2-839e35ad2186</guid><pubDate>Thu, 14 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709105/arml3609647746.mp3" length="31725828" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors without context and sifting through the signal versus...</itunes:subtitle><itunes:summary><![CDATA[There are some stunningly large data points pulling the market in different directions between cash on the sidelines and market valuations. These numbers can be a little paralyzing for investors without context and sifting through the signal versus the noise. Plus, space investing is having its week in the sun and wrapping up second quarter earnings.    Matt Frankel, Jon Quast, and Tyler Crowe discuss:  – The massive cash pile sitting on the sidelines  – How they invest when broader signals say the market’s overvalued.  – The fast changing landscape in the space indsury  – Second quarter earnings surprises from Dlocal, Circle Internet Group, and Sea Limited.    Companies discussed: BAC, BA, LMT, RKLB, FLY, NOC, DLO, CRCL, SE    Host: Tyler Crowe  Guests: Matt Frankel, 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.]]></itunes:summary><itunes:duration>1310</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why Restaurant Stocks Have Gone Bad</title><link>https://www.spreaker.com/episode/why-restaurant-stocks-have-gone-bad--75708864</link><description><![CDATA[Restaurants are starting to see a drop in traffic and pressure from higher commodity prices and labor costs. So, it’s no surprise restaurant stocks are down big this year, but the size of the drop in names like Cava and Chipotle are shocking. Plus, we cover the one restaurant tech stock you need to know.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Cava’s big earnings drop  - Why Chipotle has struggled  - Restaurants as an economic warning  - 1 restaurant tech stock that’s still growing    Companies discussed: Cava (CAVA), Chipotle (CMG),    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.]]></description><guid isPermaLink="false">ddb39004-625d-11f0-83c2-eb063b030efe</guid><pubDate>Wed, 13 Aug 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708864/arml9652173195.mp3" length="31142153" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Restaurants are starting to see a drop in traffic and pressure from higher commodity prices and labor costs. So, it’s no surprise restaurant stocks are down big this year, but the size of the drop in names like Cava and Chipotle are shocking. Plus, we...</itunes:subtitle><itunes:summary><![CDATA[Restaurants are starting to see a drop in traffic and pressure from higher commodity prices and labor costs. So, it’s no surprise restaurant stocks are down big this year, but the size of the drop in names like Cava and Chipotle are shocking. Plus, we cover the one restaurant tech stock you need to know.    Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Cava’s big earnings drop  - Why Chipotle has struggled  - Restaurants as an economic warning  - 1 restaurant tech stock that’s still growing    Companies discussed: Cava (CAVA), Chipotle (CMG),    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.]]></itunes:summary><itunes:duration>1286</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Business of Vice: UFC, Sports Gambling, and Tobacco’s Comeback</title><link>https://www.spreaker.com/episode/the-business-of-vice-ufc-sports-gambling-and-tobacco-s-comeback--75708992</link><description><![CDATA[Today on Motley Fool Money, analysts Emily Flippen and Nick Sciple discuss the reemergence of “sin stocks” and whether today’s market is building lasting moats for these controversial businesses or simply pulling forward returns. From billion-dollar UFC rights deals to the shifting economics of sports betting and a regulatory revival in tobacco, we’re diving into what’s driving profits in industries built on vice, who’s executing best, and where the biggest risks lie for investors.    They discuss:  - TKO Group’s billion-dollar UFC deal with Paramount  - The growing dominance of sports betting  - Changing regulatory guidance fueling tobacco’s resurgence    Companies discussed: TKO, PSKY, DKNG, FLUT, BTI, MO    Host: Emily Flippen, Nick Sciple  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.]]></description><guid isPermaLink="false">dd968658-625d-11f0-83c2-47a8e9c046a6</guid><pubDate>Tue, 12 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708992/arml2612257922.mp3" length="35482823" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Today on Motley Fool Money, analysts Emily Flippen and Nick Sciple discuss the reemergence of “sin stocks” and whether today’s market is building lasting moats for these controversial businesses or simply pulling forward returns. From billion-dollar...</itunes:subtitle><itunes:summary><![CDATA[Today on Motley Fool Money, analysts Emily Flippen and Nick Sciple discuss the reemergence of “sin stocks” and whether today’s market is building lasting moats for these controversial businesses or simply pulling forward returns. From billion-dollar UFC rights deals to the shifting economics of sports betting and a regulatory revival in tobacco, we’re diving into what’s driving profits in industries built on vice, who’s executing best, and where the biggest risks lie for investors.    They discuss:  - TKO Group’s billion-dollar UFC deal with Paramount  - The growing dominance of sports betting  - Changing regulatory guidance fueling tobacco’s resurgence    Companies discussed: TKO, PSKY, DKNG, FLUT, BTI, MO    Host: Emily Flippen, Nick Sciple  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.]]></itunes:summary><itunes:duration>1467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Predicting the Next Rule Breaker Buyout</title><link>https://www.spreaker.com/episode/predicting-the-next-rule-breaker-buyout--75708960</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dd77ad82-625d-11f0-83c2-375221c6b6e8</guid><pubDate>Mon, 11 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708960/arml7780014163.mp3" length="29212632" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1206</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Interview with Martin Reeves: Innovation and Imagination</title><link>https://www.spreaker.com/episode/interview-with-martin-reeves-innovation-and-imagination--75708942</link><description><![CDATA[Martin Reeves is a business strategist, advisor, and author of several books, including Your Strategy Needs a Strategy, The 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 LumelleauProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">dd58e6e0-625d-11f0-83c2-572a77d53871</guid><pubDate>Sun, 10 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708942/arml8118085735.mp3" length="52216065" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Martin Reeves is a business strategist, advisor, and author of several books, including Your Strategy Needs a Strategy, The Imagination Machine, and his most recent - Like: The Button That Changed the World. Motley Fool Chief Investment Officer Andy...</itunes:subtitle><itunes:summary><![CDATA[Martin Reeves is a business strategist, advisor, and author of several books, including Your Strategy Needs a Strategy, The 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 LumelleauProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1299</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Learning From the Happiest Retirees</title><link>https://www.spreaker.com/episode/learning-from-the-happiest-retirees--75709004</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dd3ae8b6-625d-11f0-83c2-eb44f0f2899a</guid><pubDate>Sat, 09 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709004/arml1900288960.mp3" length="30123895" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1244</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Autonomous Vehicles Hit an Inflection Point &amp; GPT-5 Is Here</title><link>https://www.spreaker.com/episode/autonomous-vehicles-hit-an-inflection-point-gpt-5-is-here--75709015</link><description><![CDATA[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 &amp; 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.]]></description><guid isPermaLink="false">dd1cf018-625d-11f0-83c2-7b62e330c1db</guid><pubDate>Fri, 08 Aug 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709015/arml3228713724.mp3" length="59848793" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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 &amp;amp; Hers (HIMS), Crocs (CROX), Shift4...</itunes:subtitle><itunes:summary><![CDATA[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 &amp; 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.]]></itunes:summary><itunes:duration>2482</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AppLovin, Airbnb, and More Earnings Surprises</title><link>https://www.spreaker.com/episode/applovin-airbnb-and-more-earnings-surprises--75708881</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dcff058a-625d-11f0-83c2-0b910c47d16d</guid><pubDate>Thu, 07 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708881/arml2093586641.mp3" length="30201848" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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,...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1247</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Will the NFL Bring the Magic Back to Disney Stock?</title><link>https://www.spreaker.com/episode/will-the-nfl-bring-the-magic-back-to-disney-stock--75708974</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dce18410-625d-11f0-83c2-ab9e22c66d14</guid><pubDate>Wed, 06 Aug 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708974/arml2506826180.mp3" length="29016120" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1198</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Compounders Past vs Present</title><link>https://www.spreaker.com/episode/compounders-past-vs-present--75708935</link><description><![CDATA[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 &amp; 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]]></description><guid isPermaLink="false">dcc317f0-625d-11f0-83c2-8f71eef04bb3</guid><pubDate>Tue, 05 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708935/arml5091281390.mp3" length="30824106" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 &amp; 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]]></itunes:summary><itunes:duration>1273</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Consumer Stocks Spotlight: Etsy, Roblox, and Reddit</title><link>https://www.spreaker.com/episode/consumer-stocks-spotlight-etsy-roblox-and-reddit--75708976</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dca4c548-625d-11f0-83c2-6b9f69dacfa8</guid><pubDate>Mon, 04 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708976/arml9770024754.mp3" length="32573240" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1346</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Real Risk</title><link>https://www.spreaker.com/episode/the-real-risk--75708776</link><description><![CDATA[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 HartzellProducer: Mac GreerEngineer: 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]]></description><guid isPermaLink="false">dc869df2-625d-11f0-83c2-4360c88d15ff</guid><pubDate>Sun, 03 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708776/arml2278513640.mp3" length="30260650" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 HartzellProducer: Mac GreerEngineer: 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]]></itunes:summary><itunes:duration>1249</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security</title><link>https://www.spreaker.com/episode/how-much-makes-someone-wealthy-and-why-it-pays-to-delay-social-security--75708933</link><description><![CDATA[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 BrokampGuest: Dr. Michael FinkeEngineer: Adam Landfair]]></description><guid isPermaLink="false">dc67fcd0-625d-11f0-83c2-7f3786733cd4</guid><pubDate>Sat, 02 Aug 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708933/arml1194651318.mp3" length="32156667" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 BrokampGuest: Dr. Michael FinkeEngineer: Adam Landfair]]></itunes:summary><itunes:duration>1328</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Fed’s Inflation Conundrum &amp; an AI Billionaire Battle Royale</title><link>https://www.spreaker.com/episode/the-fed-s-inflation-conundrum-an-ai-billionaire-battle-royale--75709009</link><description><![CDATA[The Fed’s Inflation Conundrum &amp; 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 HoiumGuests: Lou Whiteman, Jason MoserEngineer: 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.]]></description><guid isPermaLink="false">dc3ab6e4-625d-11f0-83c2-3b6676284e56</guid><pubDate>Fri, 01 Aug 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709009/arml7938253892.mp3" length="57941664" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Fed’s Inflation Conundrum &amp;amp; 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...</itunes:subtitle><itunes:summary><![CDATA[The Fed’s Inflation Conundrum &amp; 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 HoiumGuests: Lou Whiteman, Jason MoserEngineer: 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.]]></itunes:summary><itunes:duration>2403</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs and Trade Wars Can’t Slow Big Tech’s Momentum</title><link>https://www.spreaker.com/episode/tariffs-and-trade-wars-can-t-slow-big-tech-s-momentum--75708789</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dc1b3602-625d-11f0-83c2-5b3f7fdf008d</guid><pubDate>Thu, 31 Jul 2025 20:48:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708789/arml3381747584.mp3" length="24829585" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1023</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Coffee, Chips, and Credit Cards</title><link>https://www.spreaker.com/episode/coffee-chips-and-credit-cards--75708848</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dbf81870-625d-11f0-83c2-0f4198453baa</guid><pubDate>Wed, 30 Jul 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708848/arml7703258430.mp3" length="26942658" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1111</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Rough Day for Dividend Knights</title><link>https://www.spreaker.com/episode/a-rough-day-for-dividend-knights--75709030</link><description><![CDATA[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 ArgersingerProducer: Anand ChokkaveluEngineer: 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]]></description><guid isPermaLink="false">188da1fe-6cab-11f0-9a13-735c5954470e</guid><pubDate>Tue, 29 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709030/arml5501125464.mp3" length="28033077" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 ArgersingerProducer: Anand ChokkaveluEngineer: 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]]></itunes:summary><itunes:duration>1157</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Intel Can’t Stop Cutting</title><link>https://www.spreaker.com/episode/intel-can-t-stop-cutting--75708922</link><description><![CDATA[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 BeyersGuests: Jose NajarroProducer: Anand ChokkaveluEngineer: 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]]></description><guid isPermaLink="false">93138c5a-6be2-11f0-a243-27d3615662e0</guid><pubDate>Mon, 28 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708922/arml2127682049.mp3" length="33914432" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 BeyersGuests: Jose NajarroProducer: Anand ChokkaveluEngineer: 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]]></itunes:summary><itunes:duration>1402</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Business School is Missing</title><link>https://www.spreaker.com/episode/what-business-school-is-missing--75708981</link><description><![CDATA[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]]></description><guid isPermaLink="false">db9ada84-625d-11f0-83c2-376178500235</guid><pubDate>Sun, 27 Jul 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708981/arml8477662361.mp3" length="24322371" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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,...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1002</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Choosing a 529 and How Does Your 401(k) Compare</title><link>https://www.spreaker.com/episode/choosing-a-529-and-how-does-your-401-k-compare--75708925</link><description><![CDATA[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]]></description><guid isPermaLink="false">db7bc7b6-625d-11f0-83c2-078985899cf6</guid><pubDate>Sat, 26 Jul 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708925/arml9507266486.mp3" length="34662269" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1433</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meme Stocks Mania Returns &amp; the Fantasy Stock Draft</title><link>https://www.spreaker.com/episode/meme-stocks-mania-returns-the-fantasy-stock-draft--75709043</link><description><![CDATA[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&amp;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]]></description><guid isPermaLink="false">db5ad0ce-625d-11f0-83c2-ff37579b7a6c</guid><pubDate>Fri, 25 Jul 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709043/arml3641844554.mp3" length="59509479" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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&amp;amp;P 500 today.    Travis Hoium, Lou Whiteman, and Emily Flippen discuss:  - Meme stock mania returns  - Alphabet’s...</itunes:subtitle><itunes:summary><![CDATA[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&amp;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]]></itunes:summary><itunes:duration>2468</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Earnings Season Is in Full Swing, and Figma's IPO Is Right Around the Corner</title><link>https://www.spreaker.com/episode/earnings-season-is-in-full-swing-and-figma-s-ipo-is-right-around-the-corner--75708954</link><description><![CDATA[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]]></description><guid isPermaLink="false">db3b7daa-625d-11f0-83c2-e7e5143cdebf</guid><pubDate>Thu, 24 Jul 2025 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708954/arml9199440027.mp3" length="35800022" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1480</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Japan Gets a Trade Deal and Earnings Season Ramps Up</title><link>https://www.spreaker.com/episode/japan-gets-a-trade-deal-and-earnings-season-ramps-up--75708792</link><description><![CDATA[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]]></description><guid isPermaLink="false">db1bbd44-625d-11f0-83c2-77f0db9785d2</guid><pubDate>Wed, 23 Jul 2025 20:52:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708792/arml6516408570.mp3" length="23566705" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>971</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Block Party and Big Swings</title><link>https://www.spreaker.com/episode/block-party-and-big-swings--75708959</link><description><![CDATA[With Block joining the S&amp;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 DeoProducer: Anand ChokkaveluEngineer: 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]]></description><guid isPermaLink="false">fd52182a-6732-11f0-8ee5-4b13e990bd52</guid><pubDate>Tue, 22 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708959/arml1446300779.mp3" length="29146600" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>With Block joining the S&amp;amp;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...</itunes:subtitle><itunes:summary><![CDATA[With Block joining the S&amp;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 DeoProducer: Anand ChokkaveluEngineer: 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]]></itunes:summary><itunes:duration>1203</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Has Biotech Met Its Moment?</title><link>https://www.spreaker.com/episode/has-biotech-met-its-moment--75708875</link><description><![CDATA[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]]></description><guid isPermaLink="false">dad76b94-625d-11f0-83c2-cbf62f3c9791</guid><pubDate>Mon, 21 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708875/arml6446733352.mp3" length="33301303" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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....</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1376</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Roland Rott, CEO of GE Healthcare Imaging on AI</title><link>https://www.spreaker.com/episode/roland-rott-ceo-of-ge-healthcare-imaging-on-ai--75708870</link><description><![CDATA[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.]]></description><guid isPermaLink="false">dab88d46-625d-11f0-83c2-d3e408a60a96</guid><pubDate>Sun, 20 Jul 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708870/arml6299400974.mp3" length="33013585" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1364</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Christine Benz on the Keys to a Happy, Prosperous Retirement</title><link>https://www.spreaker.com/episode/christine-benz-on-the-keys-to-a-happy-prosperous-retirement--75708818</link><description><![CDATA[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.]]></description><guid isPermaLink="false">da971508-625d-11f0-83c2-2bd22beaa20b</guid><pubDate>Sat, 19 Jul 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708818/arml4383871479.mp3" length="57303063" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>2376</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Netflix Continues to Dominate</title><link>https://www.spreaker.com/episode/netflix-continues-to-dominate--75708931</link><description><![CDATA[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.]]></description><guid isPermaLink="false">da74c2dc-625d-11f0-83c2-778d75de95a8</guid><pubDate>Fri, 18 Jul 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708931/arml8361809193.mp3" length="59467611" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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.  -...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>2466</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Trade Desk Joins the S&amp;P 500</title><link>https://www.spreaker.com/episode/the-trade-desk-joins-the-s-p-500--75708943</link><description><![CDATA[The Trade Desk is now included in the S&amp;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&amp;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.]]></description><guid isPermaLink="false">da4af4fc-625d-11f0-83c2-bfad6e9fb7a0</guid><pubDate>Thu, 17 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708943/arml5768472736.mp3" length="51137881" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Trade Desk is now included in the S&amp;amp;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...</itunes:subtitle><itunes:summary><![CDATA[The Trade Desk is now included in the S&amp;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&amp;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.]]></itunes:summary><itunes:duration>1272</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is The Stock Market In Bubble Territory?</title><link>https://www.spreaker.com/episode/is-the-stock-market-in-bubble-territory--75708968</link><description><![CDATA[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 &amp; 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&amp;J  - Bold predictions this earnings season    Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson &amp; 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.]]></description><guid isPermaLink="false">26580dfc-6282-11f0-9507-33b5dd23e5a5</guid><pubDate>Wed, 16 Jul 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708968/arml5568358050.mp3" length="26196672" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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 &amp;amp; Johnson.     (00:21) Travis Hoium, Lou Whiteman, and Rachel Warren discuss:  - Is the market in a...</itunes:subtitle><itunes:summary><![CDATA[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 &amp; 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&amp;J  - Bold predictions this earnings season    Companies discussed: Brookfield Asset Management (BAM), Brookfield Renewable Partners (BEP), Johnson &amp; 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.]]></itunes:summary><itunes:duration>1080</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bold Earning Season Predictions</title><link>https://www.spreaker.com/episode/bold-earning-season-predictions--75708606</link><description><![CDATA[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.]]></description><guid isPermaLink="false">161bae2a-61b6-11f0-b810-c7f73044af4f</guid><pubDate>Tue, 15 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708606/arml3055701534.mp3" length="30567833" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1262</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can Toast Thrive in the Restaurant Renaissance?</title><link>https://www.spreaker.com/episode/can-toast-thrive-in-the-restaurant-renaissance--75709010</link><description><![CDATA[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.]]></description><guid isPermaLink="false">80f1603c-60e9-11f0-b73b-dbaedd82d953</guid><pubDate>Mon, 14 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709010/arml1193683018.mp3" length="33669455" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1391</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Data Scientist Hilary Mason on AI and the Future of Fiction</title><link>https://www.spreaker.com/episode/data-scientist-hilary-mason-on-ai-and-the-future-of-fiction--75708872</link><description><![CDATA[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.]]></description><guid isPermaLink="false">530684e6-5cf6-11f0-8ca2-87f56a9da579</guid><pubDate>Sun, 13 Jul 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708872/arml2940911674.mp3" length="26231564" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1082</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tom Gardner: A Message to All Investors</title><link>https://www.spreaker.com/episode/tom-gardner-a-message-to-all-investors--75708920</link><description><![CDATA[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]]></description><guid isPermaLink="false">3bc9ce26-5cee-11f0-8787-2b1d3b0f09b3</guid><pubDate>Sat, 12 Jul 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708920/arml8733324572.mp3" length="37515468" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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  -...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1552</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI, Superman, and Solar’s Kryptonite</title><link>https://www.spreaker.com/episode/ai-superman-and-solar-s-kryptonite--75709049</link><description><![CDATA[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]]></description><guid isPermaLink="false">d19e9afa-5dc8-11f0-877b-57d3a0e42ed8</guid><pubDate>Fri, 11 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709049/arml7058247863.mp3" length="59847763" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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,...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>2482</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Taiwan Semi’s $100 billion plan and housing is hot!</title><link>https://www.spreaker.com/episode/taiwan-semi-s-100-billion-plan-and-housing-is-hot--75708838</link><description><![CDATA[Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild &amp; 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]]></description><guid isPermaLink="false">485c9236-5dcf-11f0-b0ef-ebe978a8ea90</guid><pubDate>Thu, 10 Jul 2025 20:55:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708838/arml1369297098.mp3" length="31549916" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild &amp;amp; Ferrero International go shopping.    Tyler Crowe and Matt Frankel discuss:  - Taiwan Semiconductor’s most recent earnings...</itunes:subtitle><itunes:summary><![CDATA[Taiwan Semiconductor’s earnings beat Wall Street expectations, the housing market is picking up steam after, and TopBuild &amp; 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]]></itunes:summary><itunes:duration>1303</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Starbucks' China Challenge and Decoding Meta's AI Push</title><link>https://www.spreaker.com/episode/starbucks-china-challenge-and-decoding-meta-s-ai-push--75709041</link><description><![CDATA[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]]></description><guid isPermaLink="false">5107f23e-5cff-11f0-a13d-af9677d2711a</guid><pubDate>Wed, 09 Jul 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709041/arml2525149759.mp3" length="29414455" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1214</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Amazon the Best Prime Day Deal?</title><link>https://www.spreaker.com/episode/is-amazon-the-best-prime-day-deal--75708989</link><description><![CDATA[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.]]></description><guid isPermaLink="false">4ec6b4b8-5c34-11f0-af39-53c3c46861df</guid><pubDate>Tue, 08 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708989/arml8573953101.mp3" length="21484449" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>884</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dinosaurs Roar for Comcast and CoreWeave Goes Shopping</title><link>https://www.spreaker.com/episode/dinosaurs-roar-for-comcast-and-coreweave-goes-shopping--75709099</link><description><![CDATA[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]]></description><guid isPermaLink="false">8c532a68-5b6d-11f0-8be5-e72b8d0a49af</guid><pubDate>Mon, 07 Jul 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709099/arml5169103453.mp3" length="28329695" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1169</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>RBI Replay: What You’ve Done to Create Financial Freedom Vol. 3</title><link>https://www.spreaker.com/episode/rbi-replay-what-you-ve-done-to-create-financial-freedom-vol-3--75709067</link><description><![CDATA[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]]></description><guid isPermaLink="false">484d7e68-581b-11f0-b4bb-7fbb6d872ea4</guid><pubDate>Sat, 05 Jul 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709067/arml2315206245.mp3" length="70273684" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>2917</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>First Half Lookback</title><link>https://www.spreaker.com/episode/first-half-lookback--75709000</link><description><![CDATA[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.]]></description><guid isPermaLink="false">c1c463f6-5848-11f0-ae94-8b0d517e9117</guid><pubDate>Fri, 04 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709000/arml2461133950.mp3" length="59435268" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Jobs, Cars, AI and Financial Freedom!</title><link>https://www.spreaker.com/episode/jobs-cars-ai-and-financial-freedom--75709028</link><description><![CDATA[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]]></description><guid isPermaLink="false">fea4be56-584d-11f0-9f08-df44ac210907</guid><pubDate>Thu, 03 Jul 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709028/arml5549518474.mp3" length="34192449" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1413</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Another Big IPO Headed Our Way!</title><link>https://www.spreaker.com/episode/another-big-ipo-headed-our-way--75708990</link><description><![CDATA[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]]></description><guid isPermaLink="false">71447c64-577a-11f0-8d98-f791876b329c</guid><pubDate>Wed, 02 Jul 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708990/arml2384384092.mp3" length="26840933" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>1107</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI-Powered Warfare</title><link>https://www.spreaker.com/episode/ai-powered-warfare--75708988</link><description><![CDATA[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]]></description><guid isPermaLink="false">9bbd1eae-56c8-11f0-a48f-6f87dd6c598f</guid><pubDate>Wed, 02 Jul 2025 00:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708988/arml1998416665.mp3" length="66807443" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>2772</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nike is Back in the Race</title><link>https://www.spreaker.com/episode/nike-is-back-in-the-race--75709022</link><description><![CDATA[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.]]></description><guid isPermaLink="false">d5922a44-3c37-11f0-a510-fb1ab5a5ed48</guid><pubDate>Mon, 30 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709022/arml2462998114.mp3" length="31305855" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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:...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1293</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>GitLab CFO on Remote Culture Success, AI Integration</title><link>https://www.spreaker.com/episode/gitlab-cfo-on-remote-culture-success-ai-integration--75709101</link><description><![CDATA[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.]]></description><guid isPermaLink="false">d7f1b598-3c37-11f0-a510-efda3899f1a5</guid><pubDate>Sat, 28 Jun 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709101/arml5061471423.mp3" length="84232259" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>3498</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Amazon Wants More Power</title><link>https://www.spreaker.com/episode/amazon-wants-more-power--75708984</link><description><![CDATA[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 &amp; 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.]]></description><guid isPermaLink="false">d80c6776-3c37-11f0-a510-632b33b45a10</guid><pubDate>Fri, 27 Jun 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708984/arml3594669889.mp3" length="60259559" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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 &amp;amp; Hers messy breakup with Novo...</itunes:subtitle><itunes:summary><![CDATA[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 &amp; 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.]]></itunes:summary><itunes:duration>2499</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Boeing Cruising to New Altitudes?</title><link>https://www.spreaker.com/episode/boeing-cruising-to-new-altitudes--75709003</link><description><![CDATA[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.]]></description><guid isPermaLink="false">d841b98a-3c37-11f0-a510-d3d33c7a6ff9</guid><pubDate>Thu, 26 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709003/arml5497033057.mp3" length="28392249" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1172</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Everything Is a Circle</title><link>https://www.spreaker.com/episode/everything-is-a-circle--75708835</link><description><![CDATA[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.]]></description><guid isPermaLink="false">d826eede-3c37-11f0-a510-2f003aa08d25</guid><pubDate>Wed, 25 Jun 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708835/arml6163245162.mp3" length="32576329" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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.  -...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1346</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Breaking Up is Hard to Do: It's Not Me, It's You</title><link>https://www.spreaker.com/episode/breaking-up-is-hard-to-do-it-s-not-me-it-s-you--75708839</link><description><![CDATA[Novo Nordisk parts ways with Hims &amp; 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 &amp; 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]]></description><guid isPermaLink="false">d85c9f34-3c37-11f0-a510-234b6921db1c</guid><pubDate>Tue, 24 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708839/arml7621413292.mp3" length="25214256" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Novo Nordisk parts ways with Hims &amp;amp; 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 &amp;amp; Hers.  - Waymo and Uber's big Atlanta debut.  - What...</itunes:subtitle><itunes:summary><![CDATA[Novo Nordisk parts ways with Hims &amp; 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 &amp; 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]]></itunes:summary><itunes:duration>1039</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla’s Key Robotaxi Rollout</title><link>https://www.spreaker.com/episode/tesla-s-key-robotaxi-rollout--75708901</link><description><![CDATA[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.]]></description><guid isPermaLink="false">d87748d4-3c37-11f0-a510-7f0150f3a8c5</guid><pubDate>Mon, 23 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708901/arml1718032134.mp3" length="36351659" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>1503</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Seth Godin on AI, Branding, and Attention</title><link>https://www.spreaker.com/episode/seth-godin-on-ai-branding-and-attention--75709047</link><description><![CDATA[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.]]></description><guid isPermaLink="false">d7d6e272-3c37-11f0-a510-07d050605639</guid><pubDate>Sat, 21 Jun 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709047/arml8597532081.mp3" length="82454973" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>3424</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Economy is Solid. Economy is Uncertain.</title><link>https://www.spreaker.com/episode/economy-is-solid-economy-is-uncertain--75708855</link><description><![CDATA[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.]]></description><guid isPermaLink="false">d7bbb36c-3c37-11f0-a510-0bc701bcff90</guid><pubDate>Fri, 20 Jun 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708855/arml8811217005.mp3" length="60239398" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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.]]></itunes:summary><itunes:duration>2498</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Albertson’s Carries Baggage</title><link>https://www.spreaker.com/episode/albertson-s-carries-baggage--75708957</link><description><![CDATA[The grocer is in a pickle. Can a longtime employee and new CEO turn it around?    (00:21) David Meier and Mary Long discuss:  - The macro factors influencing Powell’s interest rate decision.  - Andy Jassy’s letter to Amazon employees.  - Albertson’s turnaround and market-beating potential (or lack thereof).    Companies discussed: AMZN, META, MSFT, ACI, KR    Host: Mary Long  Guest: David Meier  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.]]></description><guid isPermaLink="false">d785ce82-3c37-11f0-a510-bbb20a2293cb</guid><pubDate>Wed, 18 Jun 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708957/arml7106466957.mp3" length="24312634" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The grocer is in a pickle. Can a longtime employee and new CEO turn it around?    (00:21) David Meier and Mary Long discuss:  - The macro factors influencing Powell’s interest rate decision.  - Andy Jassy’s letter to Amazon employees.  - Albertson’s...</itunes:subtitle><itunes:summary><![CDATA[The grocer is in a pickle. Can a longtime employee and new CEO turn it around?    (00:21) David Meier and Mary Long discuss:  - The macro factors influencing Powell’s interest rate decision.  - Andy Jassy’s letter to Amazon employees.  - Albertson’s turnaround and market-beating potential (or lack thereof).    Companies discussed: AMZN, META, MSFT, ACI, KR    Host: Mary Long  Guest: David Meier  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.]]></itunes:summary><itunes:duration>1002</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Opportunities in Housing and a Solar Scare</title><link>https://www.spreaker.com/episode/opportunities-in-housing-and-a-solar-scare--75708977</link><description><![CDATA[Solar stocks take a tumble.    (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:  - Why solar stocks are falling today.  - Lennar earnings.  - How to think of your house: asset vs. investment.  - Matt &amp; Jason’s top 3 homebuilders.    Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR    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.]]></description><guid isPermaLink="false">d76a498c-3c37-11f0-a510-eb76663d5bab</guid><pubDate>Tue, 17 Jun 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708977/arml1547345656.mp3" length="29307325" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Solar stocks take a tumble.    (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:  - Why solar stocks are falling today.  - Lennar earnings.  - How to think of your house: asset vs. investment.  - Matt &amp;amp; Jason’s top 3 homebuilders....</itunes:subtitle><itunes:summary><![CDATA[Solar stocks take a tumble.    (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:  - Why solar stocks are falling today.  - Lennar earnings.  - How to think of your house: asset vs. investment.  - Matt &amp; Jason’s top 3 homebuilders.    Companies discussed: ENPH, RUN, FSLR, SEDG, CSIQ, LEN, GRBK, MTH, LGIH, DFH, NVR    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.]]></itunes:summary><itunes:duration>1210</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Retail, Stablecoins and Dividends, Oh My!</title><link>https://www.spreaker.com/episode/big-retail-stablecoins-and-dividends-oh-my--75708871</link><description><![CDATA[Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar!    Jason Moser and Matt Argersinger discuss:  - Why Walmart and Amazon are considering launching their own stablecoins.  - Roku and Amazon expand their partnership.  - Two dividend stocks Matt thinks are worth getting on your radar.    Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR    Host: Jason Moser  Guest: Matt Argersinger  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.]]></description><guid isPermaLink="false">d74f50f0-3c37-11f0-a510-7f9a9b9d818a</guid><pubDate>Mon, 16 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708871/arml7441096012.mp3" length="26082602" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar!    Jason Moser and Matt Argersinger discuss:  - Why Walmart and Amazon are considering launching their own stablecoins.  - Roku and Amazon expand their...</itunes:subtitle><itunes:summary><![CDATA[Walmart and Amazon are looking into stablecoins and two dividend stocks to get on your radar!    Jason Moser and Matt Argersinger discuss:  - Why Walmart and Amazon are considering launching their own stablecoins.  - Roku and Amazon expand their partnership.  - Two dividend stocks Matt thinks are worth getting on your radar.    Tickers mentioned: WMT, AMZN, ROKU, TTD, OC, WHR    Host: Jason Moser  Guest: Matt Argersinger  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.]]></itunes:summary><itunes:duration>1075</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Howard Marks, The State of the Market</title><link>https://www.spreaker.com/episode/howard-marks-the-state-of-the-market--75708896</link><description><![CDATA[Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about:  - How investors should think about the deficit  - Investing in human emotion  - The inescapability of risk     Hosts: Tom Gardner, Andy Cross, Buck Hartzell  Guest: Howard Marks  Engineers: Bart Shannon, 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.]]></description><guid isPermaLink="false">d7348874-3c37-11f0-a510-174b8008bb87</guid><pubDate>Sun, 15 Jun 2025 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708896/arml2323166783.mp3" length="93261584" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about:  - How investors should think about the deficit  -...</itunes:subtitle><itunes:summary><![CDATA[Howard Marks the founder of Oak Tree Capital Management. He joins Motley Fool CEO, Tom Gardner, plus Chief Investment Officer Andy Cross and Senior Analyst Buck Hartzell for a conversation about:  - How investors should think about the deficit  - Investing in human emotion  - The inescapability of risk     Hosts: Tom Gardner, Andy Cross, Buck Hartzell  Guest: Howard Marks  Engineers: Bart Shannon, 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.]]></itunes:summary><itunes:duration>3874</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Airbnb Goes Beyond Stays</title><link>https://www.spreaker.com/episode/airbnb-goes-beyond-stays--75708884</link><description><![CDATA[Travel can slow down temporary but the demand to get away from your home is everlasting.     Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about:     - Why Airbnb is focusing on experiences and services.   - The stock’s long-term performance.   - How ideas develop at Airbnb.     Company discussed: ABNB     Hosts: Tom Gardner, Andy Cross  Guest: Ellie Mertz   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.]]></description><guid isPermaLink="false">d6574c3e-3c37-11f0-a510-03939a4199a3</guid><pubDate>Sat, 14 Jun 2025 19:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708884/arml4458715195.mp3" length="29543376" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Travel can slow down temporary but the demand to get away from your home is everlasting.     Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about:     - Why...</itunes:subtitle><itunes:summary><![CDATA[Travel can slow down temporary but the demand to get away from your home is everlasting.     Airbnb CFO, Ellie Mertz, joined Motley Fool CEO and Co-founder, Tom Gardner, and Chief Investment Officer, Andy Cross, for a conversation about:     - Why Airbnb is focusing on experiences and services.   - The stock’s long-term performance.   - How ideas develop at Airbnb.     Company discussed: ABNB     Hosts: Tom Gardner, Andy Cross  Guest: Ellie Mertz   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.]]></itunes:summary><itunes:duration>1220</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The World Grows More Uncertain</title><link>https://www.spreaker.com/episode/the-world-grows-more-uncertain--75708951</link><description><![CDATA[And yet, the market remains close to all time highs.    (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:  - Macro uncertainty and market bullishness.  - A record amount of unsold housing stock in the United States.  - Chime’s IPO.  - Earnings from RH and Adobe.    (19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Happen by Accident".    (35:00) Jason and Matt share two radar stocks: Chipotle and Whirlpool.    Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR    Host: Ricky Mulvey  Guests: Jason Moser, Matt Argersinger  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.]]></description><guid isPermaLink="false">d67614b6-3c37-11f0-a510-f30788430c23</guid><pubDate>Fri, 13 Jun 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708951/arml3775792536.mp3" length="60619068" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>And yet, the market remains close to all time highs.    (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:  - Macro uncertainty and market bullishness.  - A record amount of unsold housing stock in the United States.  - Chime’s...</itunes:subtitle><itunes:summary><![CDATA[And yet, the market remains close to all time highs.    (00:21) Jason Moser and Matt Argersinger join Ricky Mulvey to discuss:  - Macro uncertainty and market bullishness.  - A record amount of unsold housing stock in the United States.  - Chime’s IPO.  - Earnings from RH and Adobe.    (19:11) Malcolm Ethridge, Managing Partner at Capital Area Planning Group and author of "Financial Independence Doesn't Happen by Accident".    (35:00) Jason and Matt share two radar stocks: Chipotle and Whirlpool.    Companies discussed: RDFN, CHYM, RH, ADBE, CMG, WHR    Host: Ricky Mulvey  Guests: Jason Moser, Matt Argersinger  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.]]></itunes:summary><itunes:duration>2514</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is CAVA a Palate Pleaser?</title><link>https://www.spreaker.com/episode/is-cava-a-palate-pleaser--75708950</link><description><![CDATA[Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation?    Tim Beyers and Rick Munarriz discuss:  - Oracle’s AI-fueled earnings.  - Dave &amp; Busters and Chewy: who had the better earnings?  - All about the Chime IPO  - Plus … Dueling Fools returns!    Companies discussed: CAVA, ORCL, PLAY, CHWY, CHYM    Host: Tim Beyers  Guests: Rick Munarriz  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.]]></description><guid isPermaLink="false">d69806ca-3c37-11f0-a510-5b9846a4237c</guid><pubDate>Thu, 12 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708950/arml6957413988.mp3" length="27175200" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation?    Tim Beyers and Rick Munarriz discuss:  - Oracle’s AI-fueled earnings.  - Dave &amp;amp; Busters and Chewy: who had the better earnings?  - All about the...</itunes:subtitle><itunes:summary><![CDATA[Two Fools duel over CAVA’s prospects. Is there enough tasty growth to support a spicy valuation?    Tim Beyers and Rick Munarriz discuss:  - Oracle’s AI-fueled earnings.  - Dave &amp; Busters and Chewy: who had the better earnings?  - All about the Chime IPO  - Plus … Dueling Fools returns!    Companies discussed: CAVA, ORCL, PLAY, CHWY, CHYM    Host: Tim Beyers  Guests: Rick Munarriz  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.]]></itunes:summary><itunes:duration>1121</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Exploring CoreWeave: An NVIDIA-Backed AI Play</title><link>https://www.spreaker.com/episode/exploring-coreweave-an-nvidia-backed-ai-play--75708869</link><description><![CDATA[Would you be interested in a stock that’s quadrupled in less than three months?    (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss:  - Chewy earnings  - Hype Meter: CoreWeave  - Sezzle vs. Shopify    Companies discussed: CHWY, CRWV, SEZL, SHOP    Host: Anand Chokkavelu  Guests: Lou Whiteman, Rick Munarriz  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.]]></description><guid isPermaLink="false">d6c9a1b2-3c37-11f0-a510-d7ce4d613bfe</guid><pubDate>Wed, 11 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708869/arml8875196488.mp3" length="16270723" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Would you be interested in a stock that’s quadrupled in less than three months?    (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss:  - Chewy earnings  - Hype Meter: CoreWeave  - Sezzle vs. Shopify    Companies discussed: CHWY, CRWV,...</itunes:subtitle><itunes:summary><![CDATA[Would you be interested in a stock that’s quadrupled in less than three months?    (00:21) Anand Chokkavelu, Lou Whiteman, and Rick Munarriz discuss:  - Chewy earnings  - Hype Meter: CoreWeave  - Sezzle vs. Shopify    Companies discussed: CHWY, CRWV, SEZL, SHOP    Host: Anand Chokkavelu  Guests: Lou Whiteman, Rick Munarriz  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.]]></itunes:summary><itunes:duration>667</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple, SPACs and Stocks We Bought</title><link>https://www.spreaker.com/episode/apple-spacs-and-stocks-we-bought--75709040</link><description><![CDATA[Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best.    Jason Moser and Matt Frankel discuss:  - The latest news from Apple's Worldwide Developers Conference.  - Are Opendoor's best days behind it?  - The two stocks we just bought!    Companies discussed: AAPL, OPEN, AMD, WM    Host: Jason Moser  Guests: Matt Frankel  Producer: Anand Chokkavelu  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.]]></description><guid isPermaLink="false">d6e49ca6-3c37-11f0-a510-1b4271aeb785</guid><pubDate>Tue, 10 Jun 2025 20:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709040/arml8495756617.mp3" length="27076123" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best.    Jason Moser and Matt Frankel discuss:  - The latest news from Apple's Worldwide Developers Conference.  - Are Opendoor's best days behind it?  - The two stocks we...</itunes:subtitle><itunes:summary><![CDATA[Apple's WWDC 2025 hits and misses; it's not about being first, it's about being best.    Jason Moser and Matt Frankel discuss:  - The latest news from Apple's Worldwide Developers Conference.  - Are Opendoor's best days behind it?  - The two stocks we just bought!    Companies discussed: AAPL, OPEN, AMD, WM    Host: Jason Moser  Guests: Matt Frankel  Producer: Anand Chokkavelu  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.]]></itunes:summary><itunes:duration>1117</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>HBO and CNN Split Up</title><link>https://www.spreaker.com/episode/hbo-and-cnn-split-up--75709017</link><description><![CDATA[Warner Bros. Discovery is planning to break itself up into two distinct companies.  (00:21) Andy Cross and Jason Hall discuss:  - Warner Bros. Discovery splits up.  - How does it affect the streaming game of thrones?  - Reddit vs. Claude    Companies discussed: WBD, NFLX, DIS, CMCSA, RDDT    Host: Andy Cross  Guests: Jason Hall  Producer: Anand Chokkavelu  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.]]></description><guid isPermaLink="false">d6ff0ece-3c37-11f0-a510-a36d1ff70878</guid><pubDate>Mon, 09 Jun 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709017/arml5247229576.mp3" length="24499308" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Warner Bros. Discovery is planning to break itself up into two distinct companies.  (00:21) Andy Cross and Jason Hall discuss:  - Warner Bros. Discovery splits up.  - How does it affect the streaming game of thrones?  - Reddit vs. Claude    Companies...</itunes:subtitle><itunes:summary><![CDATA[Warner Bros. Discovery is planning to break itself up into two distinct companies.  (00:21) Andy Cross and Jason Hall discuss:  - Warner Bros. Discovery splits up.  - How does it affect the streaming game of thrones?  - Reddit vs. Claude    Companies discussed: WBD, NFLX, DIS, CMCSA, RDDT    Host: Andy Cross  Guests: Jason Hall  Producer: Anand Chokkavelu  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.]]></itunes:summary><itunes:duration>1009</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>J.L. Collins, Achieving Financial Independence</title><link>https://www.spreaker.com/episode/j-l-collins-achieving-financial-independence--75709075</link><description><![CDATA[Financial independence isn’t just about early retirement. It’s giving your future self freedom.     J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. Robert Brokamp caught up with Collins for a conversation about:  - The challenges and appeal of being a super-saver.   - How to use the 4% rule.  - The value of “self-cleansing” index funds for investors.     Ticker discussed: VTI    Host: Robert Brokamp  Guest: J.L. Collins  Producer: Ricky Mulvey   Engineer: Rick Engdahl    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.]]></description><guid isPermaLink="false">d6348b9a-3c37-11f0-a510-d79abede245e</guid><pubDate>Sat, 07 Jun 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709075/arml3301361154.mp3" length="68089587" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Financial independence isn’t just about early retirement. It’s giving your future self freedom.     J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. Robert Brokamp...</itunes:subtitle><itunes:summary><![CDATA[Financial independence isn’t just about early retirement. It’s giving your future self freedom.     J.L. Collins is the best-selling author of The Simple Path to Wealth: Your Road Map to Financial Independence and a Rich, Free Life. Robert Brokamp caught up with Collins for a conversation about:  - The challenges and appeal of being a super-saver.   - How to use the 4% rule.  - The value of “self-cleansing” index funds for investors.     Ticker discussed: VTI    Host: Robert Brokamp  Guest: J.L. Collins  Producer: Ricky Mulvey   Engineer: Rick Engdahl    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.]]></itunes:summary><itunes:duration>2826</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Friendship Breakup Costs Tesla</title><link>https://www.spreaker.com/episode/friendship-breakup-costs-tesla--75709018</link><description><![CDATA[You can’t maintain all of your friendships from the school year through summer vacation.  (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss:  - Earnings from CrowdStrike, lululemon, and Broadcom.  - Elon Musk’s feud with President Donald Trump and the impact on Tesla shareholders.  - Docusign’s turnaround story.  (19:03) Stacey Vanek Smith, co-host of “Everybody’s Business”, joins Ricky for a look at the tough job market facing college grads.  Then, (35:20) David and Jason pitch two radar stocks, Asana and Amazon.    Companies discussed: CRWD, LULU, TSLA, DOCU, AVGO, AMZN,  ASAN    Host: Ricky Mulvey  Guests: David Meier, Jason Moser, Stacey Vanek Smith  Engineer: Rick Engdahl  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.]]></description><guid isPermaLink="false">d60fe4e8-3c37-11f0-a510-abadb93d04ae</guid><pubDate>Fri, 06 Jun 2025 19:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709018/arml9847734820.mp3" length="58580367" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>You can’t maintain all of your friendships from the school year through summer vacation.  (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss:  - Earnings from CrowdStrike, lululemon, and Broadcom.  - Elon Musk’s feud with President...</itunes:subtitle><itunes:summary><![CDATA[You can’t maintain all of your friendships from the school year through summer vacation.  (00:45) David Meier and Jason Moser join Ricky Mulvey to discuss:  - Earnings from CrowdStrike, lululemon, and Broadcom.  - Elon Musk’s feud with President Donald Trump and the impact on Tesla shareholders.  - Docusign’s turnaround story.  (19:03) Stacey Vanek Smith, co-host of “Everybody’s Business”, joins Ricky for a look at the tough job market facing college grads.  Then, (35:20) David and Jason pitch two radar stocks, Asana and Amazon.    Companies discussed: CRWD, LULU, TSLA, DOCU, AVGO, AMZN,  ASAN    Host: Ricky Mulvey  Guests: David Meier, Jason Moser, Stacey Vanek Smith  Engineer: Rick Engdahl  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.]]></itunes:summary><itunes:duration>2429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nintendo’s Big Release</title><link>https://www.spreaker.com/episode/nintendo-s-big-release--75709103</link><description><![CDATA[Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher?    (00:21) Jason Moser and Mary Long discuss:  - The disconnect between Nintendo’s sales and its share price.  - Different strategies across the video game industry.  - Five Below’s impressive quarter.    Companies mentioned: NTDOY, MSFT, SONY, FIVE    Host: Mary Long  Guest: Jason Moser  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.]]></description><guid isPermaLink="false">d5ee1462-3c37-11f0-a510-e34fd79e0b5d</guid><pubDate>Thu, 05 Jun 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709103/arml2695961774.mp3" length="31803457" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher?    (00:21) Jason Moser and Mary Long discuss:  - The disconnect between Nintendo’s sales and its share price.  -...</itunes:subtitle><itunes:summary><![CDATA[Shares of the Japanese video game company are up almost 5x since its last console launch. Can the Switch 2 carry the stock even higher?    (00:21) Jason Moser and Mary Long discuss:  - The disconnect between Nintendo’s sales and its share price.  - Different strategies across the video game industry.  - Five Below’s impressive quarter.    Companies mentioned: NTDOY, MSFT, SONY, FIVE    Host: Mary Long  Guest: Jason Moser  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.]]></itunes:summary><itunes:duration>1314</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Bonds, Dollar Stores Say About Economy</title><link>https://www.spreaker.com/episode/what-bonds-dollar-stores-say-about-economy--75709012</link><description><![CDATA[More investors are fretting about the stability of the U.S. economy, but are there better options out there?  (00:14) Asit Sharma and Ricky Mulvey discuss:  - Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year.  - What Dollar Tree’s results reveal about the American economy.  - Why stock investors should care about the bond market’s signals.    Host: Ricky Mulvey  Guest: Asit Sharma  Producer: Mary Long  Engineer: Rick Engdahl    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.]]></description><guid isPermaLink="false">d5cc7f50-3c37-11f0-a510-87089d7ccd7f</guid><pubDate>Wed, 04 Jun 2025 20:26:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709012/arml7696075827.mp3" length="35397632" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>More investors are fretting about the stability of the U.S. economy, but are there better options out there?  (00:14) Asit Sharma and Ricky Mulvey discuss:  - Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year.  -...</itunes:subtitle><itunes:summary><![CDATA[More investors are fretting about the stability of the U.S. economy, but are there better options out there?  (00:14) Asit Sharma and Ricky Mulvey discuss:  - Earnings from CrowdStrike, and the stock’s recovery from the widespread outage last year.  - What Dollar Tree’s results reveal about the American economy.  - Why stock investors should care about the bond market’s signals.    Host: Ricky Mulvey  Guest: Asit Sharma  Producer: Mary Long  Engineer: Rick Engdahl    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.]]></itunes:summary><itunes:duration>1463</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Stock of the Summer</title><link>https://www.spreaker.com/episode/the-stock-of-the-summer--75709016</link><description><![CDATA[Which stock will have the best ice cream and beach season?    (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:  - Jason’s and Matt’s picks for the stock of the summer.  - “News or Noise” with Dollar General, Disney, and Meta.  - “Buy, Sell, or Meh” with the same three companies.    Companies discussed: EPR, AMD, SNOW, DIS, META    Build your Range Rover Sport at www.rangerover.com/us/sport    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.]]></description><guid isPermaLink="false">d5b13f92-3c37-11f0-a510-5bedb4157600</guid><pubDate>Tue, 03 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709016/arml8215913107.mp3" length="24568573" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Which stock will have the best ice cream and beach season?    (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:  - Jason’s and Matt’s picks for the stock of the summer.  - “News or Noise” with Dollar General, Disney, and Meta.  - “Buy,...</itunes:subtitle><itunes:summary><![CDATA[Which stock will have the best ice cream and beach season?    (00:21) Anand Chokkavelu, Jason Hall, and Matt Frankel discuss:  - Jason’s and Matt’s picks for the stock of the summer.  - “News or Noise” with Dollar General, Disney, and Meta.  - “Buy, Sell, or Meh” with the same three companies.    Companies discussed: EPR, AMD, SNOW, DIS, META    Build your Range Rover Sport at www.rangerover.com/us/sport    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.]]></itunes:summary><itunes:duration>1012</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Right Place, Right Time for Zscaler</title><link>https://www.spreaker.com/episode/right-place-right-time-for-zscaler--75708946</link><description><![CDATA[The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more?    (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty.    Companies discussed: ZS, NOW, ULTA, ELF    Host: Andy Cross  Guest: Asit Sharma  Producer: Anand Chokkavelu  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.]]></description><guid isPermaLink="false">d57325ae-3c37-11f0-a510-dbe3d529cc0a</guid><pubDate>Mon, 02 Jun 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708946/arml4996123905.mp3" length="36794184" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more?    (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty.    Companies discussed: ZS, NOW, ULTA,...</itunes:subtitle><itunes:summary><![CDATA[The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more?    (00:21) Andy Cross and Asit Sharma discuss May’s market bounce, plus earnings from ZScaler and Ulta Beauty.    Companies discussed: ZS, NOW, ULTA, ELF    Host: Andy Cross  Guest: Asit Sharma  Producer: Anand Chokkavelu  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.]]></itunes:summary><itunes:duration>1522</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Next Gold Rush: Emerging Markets?</title><link>https://www.spreaker.com/episode/the-next-gold-rush-emerging-markets--75708930</link><description><![CDATA[Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about:     The future of Social Security, de-dollarization, and demand for gold.     Opportunities in China, India, and Brazil.    What falls into Jan’s “hated things” bucket.      Companies discussed: TSLA, NSE: BHARTIARTL     Host: Ricky Mulvey   Guest: Jan van Eck  Producer: Mary Long  Engineer: Rick Engdahl    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.]]></description><guid isPermaLink="false">c5b11332-253b-11f0-b881-536cbdfb3f6e</guid><pubDate>Sat, 31 May 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708930/arml8464672004.mp3" length="44812404" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about:     The future of Social Security, de-dollarization, and demand for gold.     Opportunities in China, India, and Brazil....</itunes:subtitle><itunes:summary><![CDATA[Jan van Eck is the CEO of investment management firm, VanEck. Ricky Mulvey caught up with van Eck for a conversation about:     The future of Social Security, de-dollarization, and demand for gold.     Opportunities in China, India, and Brazil.    What falls into Jan’s “hated things” bucket.      Companies discussed: TSLA, NSE: BHARTIARTL     Host: Ricky Mulvey   Guest: Jan van Eck  Producer: Mary Long  Engineer: Rick Engdahl    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.]]></itunes:summary><itunes:duration>1856</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Economic Mood Brightens</title><link>https://www.spreaker.com/episode/the-economic-mood-brightens--75709052</link><description><![CDATA[Americans are feeling better about the economy. What’s that mean for stock investors?    (00:21) David Meier and Asit Sharma discuss:  - Why Americans are feeling better about the economy.  - The headwinds facing Okta, and fundamentals for long-term investors to watch.  - A retail round-up including Abercrombie &amp; Fitch and Pinduoduo.    (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages.    (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI.    Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S    Host: Ricky Mulvey  Guests: David Meier, Asit Sharma, Klaus Kleinfeld  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.]]></description><guid isPermaLink="false">c59d5a72-253b-11f0-b881-efdbc8d971b3</guid><pubDate>Fri, 30 May 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709052/arml1940471203.mp3" length="59489224" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Americans are feeling better about the economy. What’s that mean for stock investors?    (00:21) David Meier and Asit Sharma discuss:  - Why Americans are feeling better about the economy.  - The headwinds facing Okta, and fundamentals for long-term...</itunes:subtitle><itunes:summary><![CDATA[Americans are feeling better about the economy. What’s that mean for stock investors?    (00:21) David Meier and Asit Sharma discuss:  - Why Americans are feeling better about the economy.  - The headwinds facing Okta, and fundamentals for long-term investors to watch.  - A retail round-up including Abercrombie &amp; Fitch and Pinduoduo.    (19:11) Former CEO of Siemens and Alcoa, Klaus Kleinfeld, discusses his book, “Leading to Thrive: Mastering Strategies for Sustainable Success in Business and Life” and finding companies with sustainable competitive advantages.    (32:03) David and Asit discuss Southwest implementing baggage fees and two radar stocks: SentinelOne and SoundHound AI.    Companies discussed: CRM, INFA, OKTA, ANF, PDD, TJX, BBY, OTC: SIEGY, AA, LUV, SOUN, S    Host: Ricky Mulvey  Guests: David Meier, Asit Sharma, Klaus Kleinfeld  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.]]></itunes:summary><itunes:duration>2467</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia’s Big Number</title><link>https://www.spreaker.com/episode/nvidia-s-big-number--75708878</link><description><![CDATA[$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.    (00:21) Tim Beyers and Mary Long discuss:  - Market relief about the latest in Trump’s trade saga.  - A rose and a thorn from Nvidia’s latest report.  - Another trade-related announcement that affects the semiconductor supply chain.    Companies discussed: NVDA, CDNS, SNPS, SIEGY    Host: Mary Long  Guest: Tim Beyers  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.]]></description><guid isPermaLink="false">c5897b42-253b-11f0-b881-bb5e7b72033f</guid><pubDate>Thu, 29 May 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708878/arml3117908620.mp3" length="30803537" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.    (00:21) Tim Beyers and Mary Long discuss:  - Market relief about the latest in Trump’s trade saga....</itunes:subtitle><itunes:summary><![CDATA[$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price.    (00:21) Tim Beyers and Mary Long discuss:  - Market relief about the latest in Trump’s trade saga.  - A rose and a thorn from Nvidia’s latest report.  - Another trade-related announcement that affects the semiconductor supply chain.    Companies discussed: NVDA, CDNS, SNPS, SIEGY    Host: Mary Long  Guest: Tim Beyers  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.]]></itunes:summary><itunes:duration>1272</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Security, Sports, and Skiing</title><link>https://www.spreaker.com/episode/security-sports-and-skiing--75708965</link><description><![CDATA[Forget tariffs, earnings season rolls on!  Jason Moser and Matt Argersinger discuss:     Okta's good quarter versus the market's glass half-empty reaction.    Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions.    Vail Resorts has new "old" leadership, but will it be enough?   Companies Discussed: OKTA, MSFT, DKS, MTN    Host: Jason Moser  Guest: Matt Argersinger  Producer: Mary Long  Engineer: Rick Engdahl    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.]]></description><guid isPermaLink="false">c575a5fe-253b-11f0-b881-8ff9a1edf052</guid><pubDate>Wed, 28 May 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708965/arml4450906988.mp3" length="27276970" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Forget tariffs, earnings season rolls on!  Jason Moser and Matt Argersinger discuss:     Okta's good quarter versus the market's glass half-empty reaction.    Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some...</itunes:subtitle><itunes:summary><![CDATA[Forget tariffs, earnings season rolls on!  Jason Moser and Matt Argersinger discuss:     Okta's good quarter versus the market's glass half-empty reaction.    Dick's Sporting Goods brings the goods, though the acquisition of Foot Locker leaves some questions.    Vail Resorts has new "old" leadership, but will it be enough?   Companies Discussed: OKTA, MSFT, DKS, MTN    Host: Jason Moser  Guest: Matt Argersinger  Producer: Mary Long  Engineer: Rick Engdahl    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.]]></itunes:summary><itunes:duration>1125</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Salesforce Fuels AI Engine</title><link>https://www.spreaker.com/episode/salesforce-fuels-ai-engine--75708958</link><description><![CDATA[Life is good when you can make an $8 billion move in cash.    (00:21) Tim Beyers and Ricky Mulvey discuss:  - A record Memorial Day weekend for the box office.  - Salesforce’s announced acquisition of Informatica.  - Why investors may be underrating the growth of 5G.    Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work.    Companies discussed: CRM, INFA, DE, IOT    Build your Range Rover Sport at www.rangerover.com/us/sport    Host: Ricky Mulvey  Guests: Tim Beyers, Robert Brokamp  Producer: Mary Long  Engineers: Dan Boyd, Rick Engdahl    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.]]></description><guid isPermaLink="false">c56104f0-253b-11f0-b881-677fca41cadd</guid><pubDate>Tue, 27 May 2025 20:25:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708958/arml4717922077.mp3" length="40941864" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Life is good when you can make an $8 billion move in cash.    (00:21) Tim Beyers and Ricky Mulvey discuss:  - A record Memorial Day weekend for the box office.  - Salesforce’s announced acquisition of Informatica.  - Why investors may be underrating...</itunes:subtitle><itunes:summary><![CDATA[Life is good when you can make an $8 billion move in cash.    (00:21) Tim Beyers and Ricky Mulvey discuss:  - A record Memorial Day weekend for the box office.  - Salesforce’s announced acquisition of Informatica.  - Why investors may be underrating the growth of 5G.    Then, (16:14) Robert Brokamp joins Ricky for a look at annuities and how they actually work.    Companies discussed: CRM, INFA, DE, IOT    Build your Range Rover Sport at www.rangerover.com/us/sport    Host: Ricky Mulvey  Guests: Tim Beyers, Robert Brokamp  Producer: Mary Long  Engineers: Dan Boyd, Rick Engdahl    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.]]></itunes:summary><itunes:duration>1694</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>David Gardner, What Rule Breakers Value</title><link>https://www.spreaker.com/episode/david-gardner-what-rule-breakers-value--75708978</link><description><![CDATA[If you want to own best-in-class companies, you need to own stocks with a high sticker price.  Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss:  - Palantir’s current valuation, and what investors should prepare for.   - The value of paying up for “top dogs” and holding on to them for long periods of time.   - Tesla’s surprising performance over the past year.   Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG    Host: Ricky Mulvey   Guest: David Gardner  Engineer: Rick Engdah    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.l]]></description><guid isPermaLink="false">c5263c3a-253b-11f0-b881-1be04bf53a8f</guid><pubDate>Sat, 24 May 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708978/arml7936245846.mp3" length="48431309" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you want to own best-in-class companies, you need to own stocks with a high sticker price.  Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss:  -...</itunes:subtitle><itunes:summary><![CDATA[If you want to own best-in-class companies, you need to own stocks with a high sticker price.  Motley Fool Co-founder and Chief Rule Breaker, David Gardner, joined Ricky Mulvey for a conversation about how he thinks about valuation. They discuss:  - Palantir’s current valuation, and what investors should prepare for.   - The value of paying up for “top dogs” and holding on to them for long periods of time.   - Tesla’s surprising performance over the past year.   Companies discussed: PLTR, MELI, TSLA, SHOP, NFLX, AMZN, NVDA, AXON, ISRG    Host: Ricky Mulvey   Guest: David Gardner  Engineer: Rick Engdah    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.l]]></itunes:summary><itunes:duration>2007</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stock of the Summer and Unsung CEOs</title><link>https://www.spreaker.com/episode/stock-of-the-summer-and-unsung-ceos--75709002</link><description><![CDATA[Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.    (0:21): Jason Moser and Bill Mann discuss:  - What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.  - MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.  - Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.    (19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.    (33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.    Stocks discussed: AAPL, MELI, TGT, HD, LOW,  TREX, WRBY, PDD,  Host: Dylan Lewis  Guests: Jason Moser, Bill Mann, Bryan Fairbanks  Engineers: Dan Boyd]]></description><guid isPermaLink="false">c512ca24-253b-11f0-b881-f3f90a0a7ff4</guid><pubDate>Fri, 23 May 2025 20:35:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709002/arml8521371264.mp3" length="60639345" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.    (0:21): Jason Moser and Bill Mann discuss:  - What Jony Ive and Sam Altman are cooking up for hardware with...</itunes:subtitle><itunes:summary><![CDATA[Memorial Day means mowing the lawn and grilling – while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching.    (0:21): Jason Moser and Bill Mann discuss:  - What Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io.  - MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love.  - Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return.    (19:11) With summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up.    (33:19) Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo.    Stocks discussed: AAPL, MELI, TGT, HD, LOW,  TREX, WRBY, PDD,  Host: Dylan Lewis  Guests: Jason Moser, Bill Mann, Bryan Fairbanks  Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2515</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nike’s Turnaround Story</title><link>https://www.spreaker.com/episode/nike-s-turnaround-story--75709081</link><description><![CDATA[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://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.    Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM    Host: Ricky Mulvey  Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel  Producer: Mary Long  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.]]></description><guid isPermaLink="false">c4fed99c-253b-11f0-b881-e317734dab65</guid><pubDate>Thu, 22 May 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709081/arml3350946431.mp3" length="43490519" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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://www.fool.com/premium/4056/coverage/2025/05/15/pubmatic-ceo-rajeev-goel-interview?_gl=1*wfzp4p*_gcl_au*MTE4NzAwNDAyMS4xNzQ3OTM0ODk3*_ga*MzY5MTIzMDUyLjE3NDc5MjMyNTM.*_ga_B6G4KMLCV0*czE3NDc5MzQ4OTckbzMkZzEkdDE3NDc5MzkzODQkajU1JGwxJGgzMjk1NDE2NDEkZEpJOEZWXzVabC1XWnV6ZHBicHZxZ0pmcXBubWdVRElrcmc.    Companies discussed: NKE, CMG, UHC, BA, PTON, PUBM    Host: Ricky Mulvey  Guests: Jim Gillies, Andy Cross, Asit Sharma, Rajeev Goel  Producer: Mary Long  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.]]></itunes:summary><itunes:duration>1801</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Two Paths for Target</title><link>https://www.spreaker.com/episode/two-paths-for-target--75708969</link><description><![CDATA[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    Host: Mary Long  Guests: David Meier, Andy Cross, Morgan Housel  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.]]></description><guid isPermaLink="false">c4eac3c6-253b-11f0-b881-035216386c4b</guid><pubDate>Wed, 21 May 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708969/arml6941220390.mp3" length="41235273" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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    Host: Mary Long  Guests: David Meier, Andy Cross, Morgan Housel  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.]]></itunes:summary><itunes:duration>1707</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Elon Hangs On</title><link>https://www.spreaker.com/episode/elon-hangs-on--75708924</link><description><![CDATA[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  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.]]></description><guid isPermaLink="false">c4d77618-253b-11f0-b881-2beb533dbc3d</guid><pubDate>Tue, 20 May 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708924/arml1044511509.mp3" length="44895823" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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”...</itunes:subtitle><itunes:summary><![CDATA[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  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.]]></itunes:summary><itunes:duration>1859</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>There is No (Convenient) Alternative</title><link>https://www.spreaker.com/episode/there-is-no-convenient-alternative--75709074</link><description><![CDATA[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&amp;P 500, and crypto’s continued march towards legitimacy.     (16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.     Companies discussed: WMT, COIN    Host: Dylan Lewis  Guests: Asit Sharma, David Henkes, Ricky Mulvey  Engineers: Dan Boyd]]></description><guid isPermaLink="false">c4c3ad68-253b-11f0-b881-b7a97290516f</guid><pubDate>Mon, 19 May 2025 20:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709074/arml5108125671.mp3" length="49967709" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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&amp;P 500, and crypto’s continued march towards legitimacy.     (16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.     Companies discussed: WMT, COIN    Host: Dylan Lewis  Guests: Asit Sharma, David Henkes, Ricky Mulvey  Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2071</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Promise of Quantum Computing</title><link>https://www.spreaker.com/episode/the-promise-of-quantum-computing--75709058</link><description><![CDATA[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, IONQ      Motley Fool One members can access Asit’s full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors    Host: Mary Long  Guest: Asit Sharma  Producer: Ricky Mulvey  Engineer: Rick Engdahl]]></description><guid isPermaLink="false">c49d9e3e-253b-11f0-b881-7352f279947c</guid><pubDate>Sat, 17 May 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709058/arml7544448823.mp3" length="59032006" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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, IONQ      Motley Fool One members can access Asit’s full report, “Decoding Quantum” here: https://www.fool.com/premium/4627/coverage/2025/03/19/decoding-quantum-insights-for-investors    Host: Mary Long  Guest: Asit Sharma  Producer: Ricky Mulvey  Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2448</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Walmart’s Warning, Money Tips for 2025 Grads</title><link>https://www.spreaker.com/episode/walmart-s-warning-money-tips-for-2025-grads--75709098</link><description><![CDATA[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 one of athleisure’s best performers – On Holdings.    (19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025.    (32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton.    Stocks discussed: WMT, CAVA, DKS, FL, ONON, EVLV, BAH    Host: Dylan Lewis  Guests: David Meier, Andy Cross, Robert Brokamp  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.]]></description><guid isPermaLink="false">c4898534-253b-11f0-b881-d7a94209d261</guid><pubDate>Fri, 16 May 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709098/arml7269670721.mp3" length="60206041" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 one of athleisure’s best performers – On Holdings.    (19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025.    (32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton.    Stocks discussed: WMT, CAVA, DKS, FL, ONON, EVLV, BAH    Host: Dylan Lewis  Guests: David Meier, Andy Cross, Robert Brokamp  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.]]></itunes:summary><itunes:duration>2497</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Netflix, YouTube Put Ads Up Front</title><link>https://www.spreaker.com/episode/netflix-youtube-put-ads-up-front--75709033</link><description><![CDATA[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, GOOGL , NVO  Host: Ricky Mulvey  Guests: Tim Beyers, Mary Long, Karl Thiel  Engineers: Dan Boyd, Rick Engdahl    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.]]></description><guid isPermaLink="false">c475cf94-253b-11f0-b881-d3fa98a3a0a9</guid><pubDate>Thu, 15 May 2025 22:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709033/arml7139027899.mp3" length="43830916" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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, GOOGL , NVO  Host: Ricky Mulvey  Guests: Tim Beyers, Mary Long, Karl Thiel  Engineers: Dan Boyd, Rick Engdahl    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.]]></itunes:summary><itunes:duration>1815</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Business Plans and Science Projects</title><link>https://www.spreaker.com/episode/business-plans-and-science-projects--75709063</link><description><![CDATA[Do you have a real relationship or just a non-binding letter of intent?    (00:21) Nick Sciple and Mary Long discuss:  - The S&amp;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 mentioned: OKLO, BWXT, DIS, MESO    Host: Mary Long  Guests: Nick Sciple, Ricky Mulvey, SIlviu Itescu  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.]]></description><guid isPermaLink="false">c4623dd0-253b-11f0-b881-cfcdb7bd1d13</guid><pubDate>Wed, 14 May 2025 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709063/arml5998923596.mp3" length="45286648" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Do you have a real relationship or just a non-binding letter of intent?    (00:21) Nick Sciple and Mary Long discuss:  - The S&amp;amp;P’s turnaround and inflation’s slow month-over-month decline.  - A stock pop from a nuclear reactor company that doesn’t...</itunes:subtitle><itunes:summary><![CDATA[Do you have a real relationship or just a non-binding letter of intent?    (00:21) Nick Sciple and Mary Long discuss:  - The S&amp;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 mentioned: OKLO, BWXT, DIS, MESO    Host: Mary Long  Guests: Nick Sciple, Ricky Mulvey, SIlviu Itescu  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.]]></itunes:summary><itunes:duration>1875</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>ONON Fire</title><link>https://www.spreaker.com/episode/onon-fire--75708733</link><description><![CDATA[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, Robert Brokamp  Producer: Mary Long  Engineers: Dan Boyd, Rick Engdahl    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.]]></description><guid isPermaLink="false">c44e9f0a-253b-11f0-b881-33f2acf1809e</guid><pubDate>Tue, 13 May 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708733/arml4608021869.mp3" length="45801248" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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, Robert Brokamp  Producer: Mary Long  Engineers: Dan Boyd, Rick Engdahl    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.]]></itunes:summary><itunes:duration>1897</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>U.S. &amp; China Strike a Trade Deal?</title><link>https://www.spreaker.com/episode/u-s-china-strike-a-trade-deal--75708995</link><description><![CDATA[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. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks.    Companies discussed: FOX    Host: Dylan Lewis  Guests: Jason Moser, Ricky Mulvey, Mark McCaffrey  Producer: Ricky Mulvey  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.]]></description><guid isPermaLink="false">c439e934-253b-11f0-b881-33f212bff454</guid><pubDate>Mon, 12 May 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708995/arml6068288879.mp3" length="40759946" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks.    Companies discussed: FOX    Host: Dylan Lewis  Guests: Jason Moser, Ricky Mulvey, Mark McCaffrey  Producer: Ricky Mulvey  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.]]></itunes:summary><itunes:duration>1687</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Governments Shape Markets</title><link>https://www.spreaker.com/episode/how-governments-shape-markets--75709097</link><description><![CDATA[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: Rick Engdahl    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.]]></description><guid isPermaLink="false">c4103896-253b-11f0-b881-ebc3f8fa6197</guid><pubDate>Sat, 10 May 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709097/arml1570792205.mp3" length="50693070" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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: Rick Engdahl    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.]]></itunes:summary><itunes:duration>2101</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Wait and See on Rates and Tariffs</title><link>https://www.spreaker.com/episode/wait-and-see-on-rates-and-tariffs--75708918</link><description><![CDATA[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 consumer laziness.    (19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel.    (31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta.    Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT    Host: Dylan Lewis  Guests: Bill Mann, Tim Beyers, Jason Hall  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.]]></description><guid isPermaLink="false">c3fb16c8-253b-11f0-b881-2778fa22bb46</guid><pubDate>Fri, 09 May 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708918/arml8510948958.mp3" length="60620006" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 consumer laziness.    (19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel.    (31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta.    Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT    Host: Dylan Lewis  Guests: Bill Mann, Tim Beyers, Jason Hall  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.]]></itunes:summary><itunes:duration>2514</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>S&amp;P 500 Shakes Liberation Day Loss</title><link>https://www.spreaker.com/episode/s-p-500-shakes-liberation-day-loss--75708653</link><description><![CDATA[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  Producer: Mary Long  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.]]></description><guid isPermaLink="false">c3e5c002-253b-11f0-b881-37ab65bdb79f</guid><pubDate>Thu, 08 May 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708653/arml1713027895.mp3" length="47525825" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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  Producer: Mary Long  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.]]></itunes:summary><itunes:duration>1969</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Uber Hits Gas on Autonomous Vehicles</title><link>https://www.spreaker.com/episode/uber-hits-gas-on-autonomous-vehicles--75708892</link><description><![CDATA[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    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.]]></description><guid isPermaLink="false">c3d02a12-253b-11f0-b881-47ae5c38c8ea</guid><pubDate>Wed, 07 May 2025 20:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708892/arml8836024385.mp3" length="45392943" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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    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.]]></itunes:summary><itunes:duration>1880</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Palantir’s Valuation Question</title><link>https://www.spreaker.com/episode/palantir-s-valuation-question--75709027</link><description><![CDATA[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 Mulvey  Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart  Producer: Mary Long  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.]]></description><guid isPermaLink="false">c3bc1e0a-253b-11f0-b881-13347f06bf7e</guid><pubDate>Tue, 06 May 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709027/arml9081243852.mp3" length="40599701" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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”...</itunes:subtitle><itunes:summary><![CDATA[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 Mulvey  Guest: Sanmeet Deo, Robert Brokamp, Cynthia Stewart  Producer: Mary Long  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.]]></itunes:summary><itunes:duration>1680</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Warren Buffett Passes the Torch</title><link>https://www.spreaker.com/episode/warren-buffett-passes-the-torch--75709001</link><description><![CDATA[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  Engineers: 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.]]></description><guid isPermaLink="false">c3a71744-253b-11f0-b881-37d9ed7e519a</guid><pubDate>Mon, 05 May 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709001/arml2309999329.mp3" length="40330601" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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  Engineers: 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.]]></itunes:summary><itunes:duration>1669</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Friendshore First, Trade War Second</title><link>https://www.spreaker.com/episode/friendshore-first-trade-war-second--75708953</link><description><![CDATA[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 Long  Guest: Edward Fishman  Producer: Ricky Mulvey  Engineer: Rick Engdahl]]></description><guid isPermaLink="false">c3688862-253b-11f0-b881-b72e1938c08e</guid><pubDate>Sat, 03 May 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708953/arml7969416657.mp3" length="62382944" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Long  Guest: Edward Fishman  Producer: Ricky Mulvey  Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2588</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Taking the Market's Weight</title><link>https://www.spreaker.com/episode/taking-the-market-s-weight--75708997</link><description><![CDATA[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&amp;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 state of the travel industry.    (32:17) Asit and Jason break down two radar stocks: Twilio and Reddit.    Host: Ricky Mulvey  Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz  Engineer: Dan Boyd    Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/    This advertisement is sponsored content and is 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 this advertisement. 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]]></description><guid isPermaLink="false">c37c71ba-253b-11f0-b881-cf5b7916c093</guid><pubDate>Fri, 02 May 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708997/arml1231388099.mp3" length="59435478" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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,...</itunes:subtitle><itunes:summary><![CDATA[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&amp;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 state of the travel industry.    (32:17) Asit and Jason break down two radar stocks: Twilio and Reddit.    Host: Ricky Mulvey  Guests: Jason Moser, Asit Sharma, Mary Long, Rick Munarriz  Engineer: Dan Boyd    Notes: How a millions of dollars worth of NFTs temporarily disappeared: https://www.404media.co/nfts-that-cost-millions-replaced-with-error-message-after-project-downgraded-to-free-cloudflare-plan/    This advertisement is sponsored content and is 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 this advertisement. 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]]></itunes:summary><itunes:duration>2465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Best Company in Big Tech?</title><link>https://www.spreaker.com/episode/the-best-company-in-big-tech--75709090</link><description><![CDATA[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 Zaslav – the man tasked with leading the media conglomerate into the future.    Companies discussed: MSFT, META, AAPL, AMZN, WBD    Host: Dylan Lewis  Guests: Tim Beyers, Mary Long, Ryan Henderson  Producer: Mary Long  Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">c353189c-253b-11f0-b881-97819278f1f2</guid><pubDate>Thu, 01 May 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709090/arml4397962534.mp3" length="43275529" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Zaslav – the man tasked with leading the media conglomerate into the future.    Companies discussed: MSFT, META, AAPL, AMZN, WBD    Host: Dylan Lewis  Guests: Tim Beyers, Mary Long, Ryan Henderson  Producer: Mary Long  Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1792</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Starbucks Serving Up Promise or Peril?</title><link>https://www.spreaker.com/episode/is-starbucks-serving-up-promise-or-peril--75709006</link><description><![CDATA[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 Sharma, Yasser el-Shimy  Producer: Ricky Mulvey  Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">c33edf26-253b-11f0-b881-cfdc98e15016</guid><pubDate>Wed, 30 Apr 2025 20:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709006/arml4290470319.mp3" length="45167392" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Sharma, Yasser el-Shimy  Producer: Ricky Mulvey  Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1871</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Steady Business During Uncertain Times</title><link>https://www.spreaker.com/episode/a-steady-business-during-uncertain-times--75709011</link><description><![CDATA[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 Engdahl]]></description><guid isPermaLink="false">8abe7f34-0f48-11f0-881a-2f0f0f608fe1</guid><pubDate>Tue, 29 Apr 2025 22:24:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709011/arml7905793096.mp3" length="48291822" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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.  -...</itunes:subtitle><itunes:summary><![CDATA[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 Engdahl]]></itunes:summary><itunes:duration>2001</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Compounding Consumer Crunch</title><link>https://www.spreaker.com/episode/the-compounding-consumer-crunch--75709086</link><description><![CDATA[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 and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .    Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.    Host: Dylan Lewis  Guests: David Meier  Producer: Ricky Mulvey  Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">8aa8b474-0f48-11f0-881a-4b869eea0896</guid><pubDate>Mon, 28 Apr 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709086/arml4062070746.mp3" length="42779531" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .    Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.    Host: Dylan Lewis  Guests: David Meier  Producer: Ricky Mulvey  Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1771</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Rise of Prediction Markets</title><link>https://www.spreaker.com/episode/the-rise-of-prediction-markets--75709089</link><description><![CDATA[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 writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.    Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html  Company discussed: HOOD  Hosts: Mary Long, Ricky Mulvey Guests: Tarek Mansour, Jen Wieczner  Engineers: Rick Engdahl, Dan Boyd]]></description><guid isPermaLink="false">8a7d604e-0f48-11f0-881a-47630bf10d52</guid><pubDate>Sat, 26 Apr 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709089/arml1314120329.mp3" length="68916885" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.    Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html  Company discussed: HOOD  Hosts: Mary Long, Ricky Mulvey Guests: Tarek Mansour, Jen Wieczner  Engineers: Rick Engdahl, Dan Boyd]]></itunes:summary><itunes:duration>2860</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google Banks Ads, Chipotle Eyes Mexico</title><link>https://www.spreaker.com/episode/google-banks-ads-chipotle-eyes-mexico--75709104</link><description><![CDATA[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 Intuitive Surgical.    (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.    (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.    Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.     Host: Dylan Lewis  Guests: Jason Moser, Asit Sharma, Malcolm Ethridge  Engineers: Dan Boyd]]></description><guid isPermaLink="false">8a6653f4-0f48-11f0-881a-373057f786b0</guid><pubDate>Fri, 25 Apr 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709104/arml3681698120.mp3" length="58771379" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Intuitive Surgical.    (19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.    (34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.    Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.     Host: Dylan Lewis  Guests: Jason Moser, Asit Sharma, Malcolm Ethridge  Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2437</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why is Berkshire Hathaway Hoarding Cash?</title><link>https://www.spreaker.com/episode/why-is-berkshire-hathaway-hoarding-cash--75708932</link><description><![CDATA[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 discussed: DHI, CMG, BRK.A, BRK.B, AMD  Host: Ricky Mulvey Guests: Matt Argersinger, Mary Long, Asit Sharma Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">8a504668-0f48-11f0-881a-738a41a536ec</guid><pubDate>Thu, 24 Apr 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708932/arml2102443573.mp3" length="40504876" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 discussed: DHI, CMG, BRK.A, BRK.B, AMD  Host: Ricky Mulvey Guests: Matt Argersinger, Mary Long, Asit Sharma Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1676</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla’s “Moment of Truth”</title><link>https://www.spreaker.com/episode/tesla-s-moment-of-truth--75709042</link><description><![CDATA[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 Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">8a3a26da-0f48-11f0-881a-176552687f06</guid><pubDate>Wed, 23 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709042/arml6757895955.mp3" length="51644150" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2140</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google Faces a Potential Breakup</title><link>https://www.spreaker.com/episode/google-faces-a-potential-breakup--75709021</link><description><![CDATA[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://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">8a24d01e-0f48-11f0-881a-9751b85666d9</guid><pubDate>Tue, 22 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709021/arml3902741512.mp3" length="47327312" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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://www.bloomberg.com/news/features/2025-04-14/inside-gm-mary-barra-s-35-billion-bet-on-electric-cars  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1961</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Market and Fed Chair Powell</title><link>https://www.spreaker.com/episode/the-market-and-fed-chair-powell--75709031</link><description><![CDATA[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 Scoreboard episodes, go to www.fool.com/signup.  Companies discussed: NFLX, SHOP, AMZN  Host: Dylan Lewis Guests: Anand Chokkavelu, Dan Caplinger, Rick Munarriz Producer: Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">8a0f7480-0f48-11f0-881a-1ff0cc7a7371</guid><pubDate>Mon, 21 Apr 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709031/arml6088917498.mp3" length="38686324" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Scoreboard episodes, go to www.fool.com/signup.  Companies discussed: NFLX, SHOP, AMZN  Host: Dylan Lewis Guests: Anand Chokkavelu, Dan Caplinger, Rick Munarriz Producer: Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1601</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inside Nvidia’s “Thinking Machine”</title><link>https://www.spreaker.com/episode/inside-nvidia-s-thinking-machine--75708915</link><description><![CDATA[“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 from.  The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media  Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM  Hosts: Andy Cross, Jose Najarro Guest: Stephen Witt Producer: Mac Greer, Mary Long Engineer: Rick Engdahl, Austin Morgan]]></description><guid isPermaLink="false">89e07194-0f48-11f0-881a-976dcccc3271</guid><pubDate>Sat, 19 Apr 2025 16:02:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708915/arml3248719333.mp3" length="43439468" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>“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...</itunes:subtitle><itunes:summary><![CDATA[“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 from.  The full version of this conversation is able to Motley Fool members via our Fool24 livestream, available here: https://www.fool.com/premium/news-and-analysis/media  Companies/tickers discussed: NVDA, META, MSFT, AAPL, TSM  Hosts: Andy Cross, Jose Najarro Guest: Stephen Witt Producer: Mac Greer, Mary Long Engineer: Rick Engdahl, Austin Morgan]]></itunes:summary><itunes:duration>1799</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Management Weighs in on the Macro</title><link>https://www.spreaker.com/episode/management-weighs-in-on-the-macro--75709036</link><description><![CDATA[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 Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded.  (33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties  Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Daniela Rus Engineers: Dan Boyd]]></description><guid isPermaLink="false">89c9db5a-0f48-11f0-881a-eb262fcfdaa3</guid><pubDate>Fri, 18 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709036/arml3129315653.mp3" length="58717563" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Rus – author of The Heart and The Chip and The Mind’s Mirror – talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded.  (33:31) Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties  Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Daniela Rus Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2435</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Earnings Energy</title><link>https://www.spreaker.com/episode/big-earnings-energy--75708945</link><description><![CDATA[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  Companies discussed: TSM, NFLX, NVDA  Host: Ricky Mulvey Guest: Tim Beyers Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">89b2f642-0f48-11f0-881a-8bc7a3bc3a80</guid><pubDate>Thu, 17 Apr 2025 20:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708945/arml6976227227.mp3" length="43865277" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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  Companies discussed: TSM, NFLX, NVDA  Host: Ricky Mulvey Guest: Tim Beyers Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1816</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rule Changes → Chip Charges</title><link>https://www.spreaker.com/episode/rule-changes-chip-charges--75709037</link><description><![CDATA[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 Mulvey, Kevin Simzer Engineer: Dan Boyd]]></description><guid isPermaLink="false">899b3b74-0f48-11f0-881a-6bb9f7cc5fe1</guid><pubDate>Wed, 16 Apr 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709037/arml4096078238.mp3" length="39899189" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Mulvey, Kevin Simzer Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1651</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Retail Stocks a Bargain?</title><link>https://www.spreaker.com/episode/are-retail-stocks-a-bargain--75708913</link><description><![CDATA[“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 &amp; 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 discussed: ASO, ANF, XRT  Learn more about the Range Rover Sport at www.rangerover.com/us/sport  Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">8985325c-0f48-11f0-881a-5b74be035b33</guid><pubDate>Tue, 15 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708913/arml5008170583.mp3" length="46928200" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>“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...</itunes:subtitle><itunes:summary><![CDATA[“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 &amp; 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 discussed: ASO, ANF, XRT  Learn more about the Range Rover Sport at www.rangerover.com/us/sport  Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1944</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs Enter a Liminal Space</title><link>https://www.spreaker.com/episode/tariffs-enter-a-liminal-space--75709071</link><description><![CDATA[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: Mary Long Guests: Asit Sharma, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">896e8fca-0f48-11f0-881a-cf7dc8d426a5</guid><pubDate>Mon, 14 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709071/arml6227688627.mp3" length="43612632" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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)...</itunes:subtitle><itunes:summary><![CDATA[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: Mary Long Guests: Asit Sharma, Tim Beyers Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1806</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Aswath Damodaran, Investing in Uncertainty</title><link>https://www.spreaker.com/episode/aswath-damodaran-investing-in-uncertainty--75709091</link><description><![CDATA[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 event at live.fool.com.    Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT  Host: Matt Argersinger Guest: Aswath Damodaran Producer: Ricky Mulvey Engineer: Rick Engdahl, Chase Przylepa]]></description><guid isPermaLink="false">89415726-0f48-11f0-881a-67af6b8a2ea0</guid><pubDate>Sat, 12 Apr 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709091/arml7924958964.mp3" length="51993689" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 event at live.fool.com.    Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT  Host: Matt Argersinger Guest: Aswath Damodaran Producer: Ricky Mulvey Engineer: Rick Engdahl, Chase Przylepa]]></itunes:summary><itunes:duration>2155</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs, Trump, and Turmoil</title><link>https://www.spreaker.com/episode/tariffs-trump-and-turmoil--75709026</link><description><![CDATA[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 Engineer: Dan Boyd]]></description><guid isPermaLink="false">892acab0-0f48-11f0-881a-0b2517ea92b2</guid><pubDate>Fri, 11 Apr 2025 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709026/arml8980147568.mp3" length="58737172" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Day After the Market Skyrocketed</title><link>https://www.spreaker.com/episode/the-day-after-the-market-skyrocketed--75708934</link><description><![CDATA[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: NKE, LULU, AMZN, NFLX, IQ, LCID, CSCO  Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tim Beyers Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">8914de3a-0f48-11f0-881a-b76ce86edf7d</guid><pubDate>Thu, 10 Apr 2025 20:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708934/arml1214533255.mp3" length="49373588" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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: NKE, LULU, AMZN, NFLX, IQ, LCID, CSCO  Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tim Beyers Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2046</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Pause for Most Tariffs</title><link>https://www.spreaker.com/episode/a-pause-for-most-tariffs--75709080</link><description><![CDATA[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]]></description><guid isPermaLink="false">88fec456-0f48-11f0-881a-c3bcbcc61bea</guid><pubDate>Wed, 09 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709080/arml7880554125.mp3" length="49676757" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>2058</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sahil Bloom, The 5 Types of Wealth</title><link>https://www.spreaker.com/episode/sahil-bloom-the-5-types-of-wealth--75708987</link><description><![CDATA[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 energy calendar.   Company discussed: AAPL  Producer’s note: We’ve got a full company onsite meeting this Monday and Tuesday. A new Motley Fool Money episode will drop on Wednesday, April 9.  Host: Robert Brokamp Guest: Sahil Bloom Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">3b2b3ca2-0f41-11f0-91c4-c3a8b13bd9b1</guid><pubDate>Sat, 05 Apr 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708987/arml6079845921.mp3" length="64436653" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 energy calendar.   Company discussed: AAPL  Producer’s note: We’ve got a full company onsite meeting this Monday and Tuesday. A new Motley Fool Money episode will drop on Wednesday, April 9.  Host: Robert Brokamp Guest: Sahil Bloom Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2673</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Lions, and tigers, and tariffs. Oh my!</title><link>https://www.spreaker.com/episode/lions-and-tigers-and-tariffs-oh-my--75709082</link><description><![CDATA[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]]></description><guid isPermaLink="false">88a4926a-0f48-11f0-881a-73717f3d1440</guid><pubDate>Fri, 04 Apr 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709082/arml7069422354.mp3" length="58769911" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>2437</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>You Can’t Tariff Love</title><link>https://www.spreaker.com/episode/you-can-t-tariff-love--75708885</link><description><![CDATA[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 device could boost earnings for the video game maker.  Companies discussed: WINA, MTCH, OTC: NTDOY  Host: Ricky Mulvey Guests: Nick Sciple, Rick Munnariz Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">889072e4-0f48-11f0-881a-df4d51069e42</guid><pubDate>Thu, 03 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708885/arml5582390857.mp3" length="43557610" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 device could boost earnings for the video game maker.  Companies discussed: WINA, MTCH, OTC: NTDOY  Host: Ricky Mulvey Guests: Nick Sciple, Rick Munnariz Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1803</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs Loom, Tesla Underdelivers</title><link>https://www.spreaker.com/episode/tariffs-loom-tesla-underdelivers--75709046</link><description><![CDATA[“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]]></description><guid isPermaLink="false">8879f0c8-0f48-11f0-881a-ab46fb77ddf4</guid><pubDate>Wed, 02 Apr 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709046/arml9133528492.mp3" length="45596344" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>“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...</itunes:subtitle><itunes:summary><![CDATA[“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]]></itunes:summary><itunes:duration>1888</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Investors Leaving U.S. Stocks?</title><link>https://www.spreaker.com/episode/are-investors-leaving-u-s-stocks--75709050</link><description><![CDATA[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: SFTBY  Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">dda9dff8-0f35-11f0-9397-dff2e039055a</guid><pubDate>Tue, 01 Apr 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709050/arml4681046651.mp3" length="44052723" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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: SFTBY  Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1824</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple Bites Into Healthcare</title><link>https://www.spreaker.com/episode/apple-bites-into-healthcare--75709100</link><description><![CDATA[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: TSLA, META, AAPL, BLK, NEE  Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer]]></description><guid isPermaLink="false">59e8dbc8-f3c5-11ef-aacb-5f96f9d6b92b</guid><pubDate>Mon, 31 Mar 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709100/arml9634565987.mp3" length="42711780" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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,...</itunes:subtitle><itunes:summary><![CDATA[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: TSLA, META, AAPL, BLK, NEE  Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer]]></itunes:summary><itunes:duration>1768</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Right Trend, Wrong Stock</title><link>https://www.spreaker.com/episode/right-trend-wrong-stock--75708985</link><description><![CDATA[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 to figure out a workable business model. They also discuss: Expanding your definition of competition. Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped. Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”  Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI  Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">59a211ca-f3c5-11ef-aacb-bfd146c3282c</guid><pubDate>Sat, 29 Mar 2025 19:38:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708985/arml4261846684.mp3" length="67605665" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 to figure out a workable business model. They also discuss: Expanding your definition of competition. Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped. Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”  Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI  Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2805</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Volatility, Divestitures, and IPOs</title><link>https://www.spreaker.com/episode/volatility-divestitures-and-ipos--75708948</link><description><![CDATA[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]]></description><guid isPermaLink="false">597d2d42-f3c5-11ef-aacb-a724acaac24d</guid><pubDate>Fri, 28 Mar 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708948/arml1854523111.mp3" length="59150831" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>2453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Future of Google Search</title><link>https://www.spreaker.com/episode/the-future-of-google-search--75709044</link><description><![CDATA[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 consider.  Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future  NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html  Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE  Host: Ricky Mulvey Guests: Jason Moser, Anthony Schiavone Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">5959d658-f3c5-11ef-aacb-d38902ec050b</guid><pubDate>Thu, 27 Mar 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709044/arml8023095397.mp3" length="43297087" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 consider.  Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future  NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html  Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE  Host: Ricky Mulvey Guests: Jason Moser, Anthony Schiavone Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1793</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chewy Fetches Growth</title><link>https://www.spreaker.com/episode/chewy-fetches-growth--75709076</link><description><![CDATA[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: Dan Boyd, Heather Horton]]></description><guid isPermaLink="false">5936297e-f3c5-11ef-aacb-bbe064ebc1e9</guid><pubDate>Wed, 26 Mar 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709076/arml4518369627.mp3" length="45563980" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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: Dan Boyd, Heather Horton]]></itunes:summary><itunes:duration>1887</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Looking Back on Berkshire’s Outperformance</title><link>https://www.spreaker.com/episode/looking-back-on-berkshire-s-outperformance--75709032</link><description><![CDATA[Over the past five years, Warren Buffett’s returns have beaten the S&amp;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.A, BRK.B, AAPL, DIS, KTB  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">59119596-f3c5-11ef-aacb-3f756cdc5471</guid><pubDate>Tue, 25 Mar 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709032/arml7202382254.mp3" length="41269902" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Over the past five years, Warren Buffett’s returns have beaten the S&amp;amp;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...</itunes:subtitle><itunes:summary><![CDATA[Over the past five years, Warren Buffett’s returns have beaten the S&amp;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.A, BRK.B, AAPL, DIS, KTB  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1708</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How To Tune Out Market Noise</title><link>https://www.spreaker.com/episode/how-to-tune-out-market-noise--75709057</link><description><![CDATA[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? Tell us by writing into podcasts@fool.com !  Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Travis Hoium Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">58f19ba6-f3c5-11ef-aacb-6fc8ce9da7b0</guid><pubDate>Mon, 24 Mar 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709057/arml3763082590.mp3" length="46232243" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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? Tell us by writing into podcasts@fool.com !  Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Travis Hoium Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1915</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“Uncertainty is Winning”</title><link>https://www.spreaker.com/episode/uncertainty-is-winning--75709087</link><description><![CDATA[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]]></description><guid isPermaLink="false">58ae5346-f3c5-11ef-aacb-cb59c0286d1e</guid><pubDate>Sat, 22 Mar 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709087/arml1500067250.mp3" length="49579614" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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....</itunes:subtitle><itunes:summary><![CDATA[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]]></itunes:summary><itunes:duration>2054</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Market Movers: Jerome Powell and Jensen Huang</title><link>https://www.spreaker.com/episode/market-movers-jerome-powell-and-jensen-huang--75709069</link><description><![CDATA[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 Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO.  (30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma.  Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM  Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner Engineers: Dan Boyd]]></description><guid isPermaLink="false">588ca4da-f3c5-11ef-aacb-837f4a985790</guid><pubDate>Fri, 21 Mar 2025 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709069/arml8707999086.mp3" length="58792090" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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....</itunes:subtitle><itunes:summary><![CDATA[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 Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO.  (30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma.  Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM  Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2438</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Fed Keeps It Steady</title><link>https://www.spreaker.com/episode/the-fed-keeps-it-steady--75708973</link><description><![CDATA[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, GXO, GOOG, GOOGL, MSFT  Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers, Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5869525a-f3c5-11ef-aacb-e3b455949b6f</guid><pubDate>Thu, 20 Mar 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708973/arml6419316636.mp3" length="45910759" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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, GXO, GOOG, GOOGL, MSFT  Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers, Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1902</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia’s New Chips, with a Side of Valuation</title><link>https://www.spreaker.com/episode/nvidia-s-new-chips-with-a-side-of-valuation--75708998</link><description><![CDATA[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 investment decisions.  Got a question for the show? Email podcasts@fool.com  Companies/tickers discussed: NVDA, PYPL  Host: Mary Long Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">58476a82-f3c5-11ef-aacb-8b9ff9e69ada</guid><pubDate>Wed, 19 Mar 2025 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708998/arml8418542621.mp3" length="48408636" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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.  -...</itunes:subtitle><itunes:summary><![CDATA[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 investment decisions.  Got a question for the show? Email podcasts@fool.com  Companies/tickers discussed: NVDA, PYPL  Host: Mary Long Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2006</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Alphabet’s $32 Billion Cybersecurity Play</title><link>https://www.spreaker.com/episode/alphabet-s-32-billion-cybersecurity-play--75709059</link><description><![CDATA[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 accounts.  Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com  Got a question for the show? Email podcasts@fool.com  Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD]]></description><guid isPermaLink="false">582564f0-f3c5-11ef-aacb-ef1bef0f6705</guid><pubDate>Tue, 18 Mar 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709059/arml1739090438.mp3" length="45226699" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 accounts.  Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com  Got a question for the show? Email podcasts@fool.com  Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD]]></itunes:summary><itunes:duration>1873</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Pepsi, Poppi, and the Creosote Bush</title><link>https://www.spreaker.com/episode/pepsi-poppi-and-the-creosote-bush--75708902</link><description><![CDATA[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 have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?   Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.   Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool   And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm   Companies discussed: DG, WMT, PEP, KO.  Host: Dylan Lewis Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni Producer: Mary Long Engineers: Dan Boyd]]></description><guid isPermaLink="false">58035144-f3c5-11ef-aacb-dbba69493687</guid><pubDate>Mon, 17 Mar 2025 04:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708902/arml8828686953.mp3" length="37860970" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field?   Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence.   Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool   And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm   Companies discussed: DG, WMT, PEP, KO.  Host: Dylan Lewis Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni Producer: Mary Long Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1566</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Intro to Micro Caps</title><link>https://www.spreaker.com/episode/intro-to-micro-caps--75709088</link><description><![CDATA[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 an “intelligent fanatic.” - Why growing a stock position is like cultivating a relationship.  Host: Buck Hartzell Guest: Ian Cassel Producer: Mac Greer, Mary Long Engineer:  Chace Pryzlepa, RIck Engdahl]]></description><guid isPermaLink="false">57beac7e-f3c5-11ef-aacb-efd2b3d18697</guid><pubDate>Sat, 15 Mar 2025 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709088/arml4629332804.mp3" length="46600174" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 an “intelligent fanatic.” - Why growing a stock position is like cultivating a relationship.  Host: Buck Hartzell Guest: Ian Cassel Producer: Mac Greer, Mary Long Engineer:  Chace Pryzlepa, RIck Engdahl]]></itunes:summary><itunes:duration>1930</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Uncertainty-Fueled Market Correction</title><link>https://www.spreaker.com/episode/the-uncertainty-fueled-market-correction--75709077</link><description><![CDATA[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 walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks.   (32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks.  Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">579bede2-f3c5-11ef-aacb-0f393bf797a6</guid><pubDate>Fri, 14 Mar 2025 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709077/arml2158029384.mp3" length="58784036" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks.   (32:51) Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks.  Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2438</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Welcome Back to Correction Territory</title><link>https://www.spreaker.com/episode/welcome-back-to-correction-territory--75709025</link><description><![CDATA[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 Sciple Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5779912a-f3c5-11ef-aacb-2345ff2c8ec2</guid><pubDate>Thu, 13 Mar 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709025/arml3584022163.mp3" length="42804278" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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...</itunes:subtitle><itunes:summary><![CDATA[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 Sciple Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1772</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fear, Greed, and Quiet Exuberance</title><link>https://www.spreaker.com/episode/fear-greed-and-quiet-exuberance--75709060</link><description><![CDATA[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: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">57572d74-f3c5-11ef-aacb-3f8cc79c0675</guid><pubDate>Wed, 12 Mar 2025 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709060/arml3993381397.mp3" length="48479815" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>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,...</itunes:subtitle><itunes:summary><![CDATA[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: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2009</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Should Investors Prepare for a Recession?</title><link>https://www.spreaker.com/episode/should-investors-prepare-for-a-recession--75708927</link><description><![CDATA[And what’s that mean for long-term stock investors?  (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing thesis for Tesla has fundamentally changed. - No more free bags on Southwest Airlines (for most fliers).  Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare. Companies/tickers discussed: QQQ, TSLA, LUV  Build your Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl, Heather Horton]]></description><guid isPermaLink="false">573474c8-f3c5-11ef-aacb-7fce9bb57139</guid><pubDate>Tue, 11 Mar 2025 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708927/arml8059583565.mp3" length="42674070" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>And what’s that mean for long-term stock investors?  (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing thesis for Tesla has fundamentally changed. - No more free bags on Southwest Airlines (for most fliers)....</itunes:subtitle><itunes:summary><![CDATA[And what’s that mean for long-term stock investors?  (00:21) Asit Sharma and Ricky Mulvey discuss: - The tech stock sell-off. - If the investing thesis for Tesla has fundamentally changed. - No more free bags on Southwest Airlines (for most fliers).  Then, (19:18) Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare. Companies/tickers discussed: QQQ, TSLA, LUV  Build your Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl, Heather Horton]]></itunes:summary><itunes:duration>1767</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Redfin is “Under Contract”</title><link>https://www.spreaker.com/episode/redfin-is-under-contract--75709051</link><description><![CDATA[Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.    (00:21) Tim Beyers and Dylan Lewis discuss:  - Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin. - ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks.    (17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today.   Companies discussed: RDFN, RKT, NOW, MTN  Host: Dylan Lewis Guests: Tim Beyers, Anthony Schiavone, Mary Long Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">571219e6-f3c5-11ef-aacb-77041bcb6a68</guid><pubDate>Mon, 10 Mar 2025 20:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709051/arml8467043977.mp3" length="45819140" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.    (00:21) Tim Beyers and Dylan Lewis discuss:  - Rocket Company’s plans to own even more of the homebuying process with its...</itunes:subtitle><itunes:summary><![CDATA[Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks.    (00:21) Tim Beyers and Dylan Lewis discuss:  - Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin. - ServiceNow’s step into agentic AI and Salesforce’s turf with its $2.8B purchase of Moveworks.    (17:03) Vail Resorts kicked off the winter season with some rough conditions despite having snowy slopes. Motley Fool analyst Anthony Schiavone joins Mary Long to check in on the ski resort owner before the company’s quarterly report after the bell today.   Companies discussed: RDFN, RKT, NOW, MTN  Host: Dylan Lewis Guests: Tim Beyers, Anthony Schiavone, Mary Long Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1898</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Marc Benioff on Agentic AI and Salesforce’s Next Chapter</title><link>https://www.spreaker.com/episode/marc-benioff-on-agentic-ai-and-salesforce-s-next-chapter--75708999</link><description><![CDATA[Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce doesn’t plan to hire any software engineers this year. - Lessons learned from major acquisitions, like Slack and Tableau. - Where AI goes next.  Companies discussed: CRM, MSFT, LEN, DIS  Host: Dylan Lewis Guest: Marc Benioff Producer: Mary Long Engineer:  Rick Engdahl, Heather Horton]]></description><guid isPermaLink="false">56cd4b2c-f3c5-11ef-aacb-1fbe4aec8f1e</guid><pubDate>Sat, 08 Mar 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708999/arml7041111230.mp3" length="46306122" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce doesn’t plan to hire any software engineers this year. - Lessons learned from major acquisitions, like...</itunes:subtitle><itunes:summary><![CDATA[Marc Benioff is the founder and CEO of the cloud-based software company Salesforce. Dylan Lewis caught up with Benioff to discuss: - Why Salesforce doesn’t plan to hire any software engineers this year. - Lessons learned from major acquisitions, like Slack and Tableau. - Where AI goes next.  Companies discussed: CRM, MSFT, LEN, DIS  Host: Dylan Lewis Guest: Marc Benioff Producer: Mary Long Engineer:  Rick Engdahl, Heather Horton]]></itunes:summary><itunes:duration>1918</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs Tangle Markets, Businesses, Investors</title><link>https://www.spreaker.com/episode/tariffs-tangle-markets-businesses-investors--75709096</link><description><![CDATA[When uncertainty spikes, our ability to look out into the future shrinks.    (00:21) Emily Flippen and Matt Argersinger discuss: - How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks. - Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.  - What’s behind Okta’s 25% post-earnings pop.   (19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.   (31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.  Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.  Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">56ab0972-f3c5-11ef-aacb-7b4a94501348</guid><pubDate>Fri, 07 Mar 2025 21:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709096/arml8694132709.mp3" length="58744857" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When uncertainty spikes, our ability to look out into the future shrinks.    (00:21) Emily Flippen and Matt Argersinger discuss: - How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks. -...</itunes:subtitle><itunes:summary><![CDATA[When uncertainty spikes, our ability to look out into the future shrinks.    (00:21) Emily Flippen and Matt Argersinger discuss: - How the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks. - Target’s continuing troubles, and why even Costco can’t escape the retail slowdown.  - What’s behind Okta’s 25% post-earnings pop.   (19:11) Five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book Revenge of the Tipping Point.   (31:44) Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac.  Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Malcolm Gladwell.  Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Kroger CEO Kicked Out of Grocery Store</title><link>https://www.spreaker.com/episode/kroger-ceo-kicked-out-of-grocery-store--75709065</link><description><![CDATA[On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.  (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger’s business results. - Why some investors are becoming more pessimistic about Abercrombie &amp; Fitch. - A small-cap tobacco company playing in a fast-growing trend.  Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical.  Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL  Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5688fb66-f3c5-11ef-aacb-0be0bf8f9e5e</guid><pubDate>Thu, 06 Mar 2025 21:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709065/arml8646565261.mp3" length="45307136" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.  (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger’s business results. - Why some investors are becoming more pessimistic about Abercrombie...</itunes:subtitle><itunes:summary><![CDATA[On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard.  (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger’s business results. - Why some investors are becoming more pessimistic about Abercrombie &amp; Fitch. - A small-cap tobacco company playing in a fast-growing trend.  Then, (17:22) Karl Thiel joins Mary Long to discuss advanced-robotics company, Intuitive Surgical.  Companies discussed: KR, ANF, TPB, ISRG, GOOG, GOOGL  Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1876</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Crypto's New Backer</title><link>https://www.spreaker.com/episode/crypto-s-new-backer--75709066</link><description><![CDATA[BlackRock wants to buy ports; Trump wants to buy crypto.  (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The reasons for and against a national “strategic reserve” of cryptocurrency.  Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver.  Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">566575b0-f3c5-11ef-aacb-73fc9999e346</guid><pubDate>Wed, 05 Mar 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709066/arml6867138602.mp3" length="50101662" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>BlackRock wants to buy ports; Trump wants to buy crypto.  (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The reasons for and against a national “strategic...</itunes:subtitle><itunes:summary><![CDATA[BlackRock wants to buy ports; Trump wants to buy crypto.  (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The reasons for and against a national “strategic reserve” of cryptocurrency.  Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denver.  Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2076</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tariffs Become Reality</title><link>https://www.spreaker.com/episode/tariffs-become-reality--75709038</link><description><![CDATA[The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?  (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta’s market opportunity in security verification.  Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.  Companies discussed: HD, TSM, TGT, OKTA  Build your Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5642f062-f3c5-11ef-aacb-6b62c1405209</guid><pubDate>Tue, 04 Mar 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709038/arml3097152724.mp3" length="45106746" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?  (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If...</itunes:subtitle><itunes:summary><![CDATA[The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality?  (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta’s market opportunity in security verification.  Then, (17:20) Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs.  Companies discussed: HD, TSM, TGT, OKTA  Build your Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1868</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Now Serving: IPOs, Exits, Extra Cheese</title><link>https://www.spreaker.com/episode/now-serving-ipos-exits-extra-cheese--75709024</link><description><![CDATA[A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.    (00:21) Bill Barker and Dylan Lewis discuss:  - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.  - Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain. - Domino’s finally delivering what the people want: stuffed crust pizza.   (17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.  Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand   Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS  Host: Dylan Lewis Guests: Bill Barker, Nick Sciple, Mary Long Producer: Mary Long Engineers: Dan Boyd]]></description><guid isPermaLink="false">56204594-f3c5-11ef-aacb-7bab16f127bb</guid><pubDate>Mon, 03 Mar 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709024/arml9089867386.mp3" length="42987646" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.    (00:21) Bill Barker and Dylan Lewis discuss:  - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and...</itunes:subtitle><itunes:summary><![CDATA[A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza.    (00:21) Bill Barker and Dylan Lewis discuss:  - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s.  - Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery chain. - Domino’s finally delivering what the people want: stuffed crust pizza.   (17:41) Have you seen a med spa in your neighborhood? Mary Long caught up with analyst Nick Sciple to find out why this industry is booming and one company that’s selling a few products that can help you look a little younger.  Article discussed: https://www.bloomberg.com/news/articles/2025-02-19/med-spas-boom-with-botox-lip-filler-weight-loss-drugs-in-demand   Companies discussed: LKNCY, KR, DPZ, PZZA, ABBV, EOLS  Host: Dylan Lewis Guests: Bill Barker, Nick Sciple, Mary Long Producer: Mary Long Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1780</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The State of Weight-Loss Drugs</title><link>https://www.spreaker.com/episode/the-state-of-weight-loss-drugs--75709008</link><description><![CDATA[$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.   Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know about Ozempic and Mounjarno’s patent cliffs. - The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.  Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG   Host: Ricky Mulvey Guest: Karl Thiel Producer: Mary Long Engineer:  Rick Engdahl]]></description><guid isPermaLink="false">55d97d4e-f3c5-11ef-aacb-13bd47b6e724</guid><pubDate>Sat, 01 Mar 2025 17:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709008/arml9383051526.mp3" length="44079703" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.   Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss...</itunes:subtitle><itunes:summary><![CDATA[$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years.   Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know about Ozempic and Mounjarno’s patent cliffs. - The scenarios in which Novo Nordisk and Eli Lilly are actually undervalued.  Companies discussed: LLY, NOVO, HIMS, PFE, RHHBY, VKTX, GPCR, ISRG   Host: Ricky Mulvey Guest: Karl Thiel Producer: Mary Long Engineer:  Rick Engdahl]]></itunes:summary><itunes:duration>1825</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia, Apple, and Eli Lilly: Manufacturing the Future</title><link>https://www.spreaker.com/episode/nvidia-apple-and-eli-lilly-manufacturing-the-future--75708996</link><description><![CDATA[The great buildout for AI and GLP-1 drugs continues.   (00:21) Jason Moser and Matt Argersinger discuss:  - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava.   Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/   (19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.  (34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.  Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Josh Isner Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0fa597f2-d8ec-11ef-a818-3ff8ff58931d</guid><pubDate>Fri, 28 Feb 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708996/arml6250845265.mp3" length="58745163" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The great buildout for AI and GLP-1 drugs continues.   (00:21) Jason Moser and Matt Argersinger discuss:  - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the...</itunes:subtitle><itunes:summary><![CDATA[The great buildout for AI and GLP-1 drugs continues.   (00:21) Jason Moser and Matt Argersinger discuss:  - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S. - Earning updates from Home Depot, Axon, and Cava.   Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/   (19:11) Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks.  (34:53) Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties.  Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Josh Isner Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Drives Nvidia’s Growth?</title><link>https://www.spreaker.com/episode/what-drives-nvidia-s-growth--75708916</link><description><![CDATA[The tech giant is a data center business.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin.  Companies discussed: NVDA, APP, META  Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">0f8af294-d8ec-11ef-a818-d39ba411f7c6</guid><pubDate>Thu, 27 Feb 2025 21:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708916/arml8753811834.mp3" length="35151428" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The tech giant is a data center business.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital...</itunes:subtitle><itunes:summary><![CDATA[The tech giant is a data center business.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin.  Companies discussed: NVDA, APP, META  Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“The Apple of Public Safety”</title><link>https://www.spreaker.com/episode/the-apple-of-public-safety--75709064</link><description><![CDATA[Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.   (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial intelligence looks like in policing.  - What success looks like for TJX Companies.   Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.    Companies/tickers discussed: AXON, TJX, BROS  Host: Mary Long Guests: Jason Moser, Emily Flippen, Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">0f70cb9e-d8ec-11ef-a818-f35f6896ad4a</guid><pubDate>Wed, 26 Feb 2025 21:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709064/arml8674254404.mp3" length="51587814" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.   (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial...</itunes:subtitle><itunes:summary><![CDATA[Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong.   (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial intelligence looks like in policing.  - What success looks like for TJX Companies.   Then, (19:34), Emily Flippen and Ricky Mulvey take a look at Dutch Bros, a fast-growing coffee chain with a sugary valuation.    Companies/tickers discussed: AXON, TJX, BROS  Host: Mary Long Guests: Jason Moser, Emily Flippen, Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2138</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Celsius Pays for Growth</title><link>https://www.spreaker.com/episode/celsius-pays-for-growth--75709062</link><description><![CDATA[Some of the most speculative names in the market are seeing steep declines. What did you expect?  (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. - Celsius’s $1.8 billion acquisition of Alani Nu.  Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.  Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0f56d32e-d8ec-11ef-a818-13e4d49b6b18</guid><pubDate>Tue, 25 Feb 2025 21:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709062/arml3212927471.mp3" length="47401168" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Some of the most speculative names in the market are seeing steep declines. What did you expect?  (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. -...</itunes:subtitle><itunes:summary><![CDATA[Some of the most speculative names in the market are seeing steep declines. What did you expect?  (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. - Celsius’s $1.8 billion acquisition of Alani Nu.  Then, (19:30) Alison Southwick and Robert Brokamp discuss Warren Buffett’s estate plan, and the lessons for regular investors.  Companies/Tickers discussed: PLTR, MSTR, QQQ, HD, CELH, PTON, BRK.A, BRK.B  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Dylan Lewis Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1964</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Warren Buffett’s State of the Market</title><link>https://www.spreaker.com/episode/warren-buffett-s-state-of-the-market--75708993</link><description><![CDATA[Berkshire’s cash hoard is approaching “Dr. Evil” levels.    (00:21) Tim Beyers and Dylan Lewis discuss:  - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.  - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.  - Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&amp;D efforts.  (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.   Companies discussed: BRK.A, BRK.B, AAPL, MNMD  Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0f3cae72-d8ec-11ef-a818-6f5912fa80a3</guid><pubDate>Mon, 24 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708993/arml7250665376.mp3" length="48161498" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Berkshire’s cash hoard is approaching “Dr. Evil” levels.    (00:21) Tim Beyers and Dylan Lewis discuss:  - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.  - Berkshire’s growing cash position and what it...</itunes:subtitle><itunes:summary><![CDATA[Berkshire’s cash hoard is approaching “Dr. Evil” levels.    (00:21) Tim Beyers and Dylan Lewis discuss:  - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter.  - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there.  - Apple’s $500B commitment to its Advanced Manufacturing Fund, AI development, and R&amp;D efforts.  (16:33) American's pharmaceutical options for legally treating mental health issues could expand soon. MindMed is testing the effects of LSD on depression and Anxiety, the company’s CEO Rob Barrow talks Ricky Mulvey through his company's work and the future of psychedelics and mental health.   Companies discussed: BRK.A, BRK.B, AAPL, MNMD  Host: Dylan Lewis Guests: Tim Beyers, Rob Barrow, Ricky Mulvey Producer: RIcky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1995</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Malcolm Gladwell, Social Engineering and The Magic Third</title><link>https://www.spreaker.com/episode/malcolm-gladwell-social-engineering-and-the-magic-third--75708863</link><description><![CDATA[If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.   Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:   - How social engineering effects your life.  - Why real diversity can prevent leaders from doing stupid things. - The demand to return to more in-person experiences.  Host: Dylan Lewis  Guest: Malcolm Gladwell Producer:Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0f07e548-d8ec-11ef-a818-5704c6b52717</guid><pubDate>Sat, 22 Feb 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708863/arml3754830861.mp3" length="53502350" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.   Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the...</itunes:subtitle><itunes:summary><![CDATA[If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.   Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:   - How social engineering effects your life.  - Why real diversity can prevent leaders from doing stupid things. - The demand to return to more in-person experiences.  Host: Dylan Lewis  Guest: Malcolm Gladwell Producer:Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2218</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Walmart, Etsy Face Tighter Wallets</title><link>https://www.spreaker.com/episode/walmart-etsy-face-tighter-wallets--75709083</link><description><![CDATA[The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.   (00:21) Asit Sharma and Jason Moser discuss:  - Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer. - How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs - The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.    (19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.  Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/   (31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb  Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB  Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0eecae0e-d8ec-11ef-a818-3f0649be7b6d</guid><pubDate>Fri, 21 Feb 2025 21:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709083/arml1477008494.mp3" length="59848753" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.   (00:21) Asit Sharma and Jason Moser discuss:  - Walmart’s approach to tariffs, and what their results – paired with earnings...</itunes:subtitle><itunes:summary><![CDATA[The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.   (00:21) Asit Sharma and Jason Moser discuss:  - Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer. - How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs - The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.    (19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.  Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/   (31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb  Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB  Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2482</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s Cooking at Toast</title><link>https://www.spreaker.com/episode/what-s-cooking-at-toast--75708979</link><description><![CDATA[… and why the stock is “nowhere near fully valued.”  (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.  Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.  Companies discussed: TOST, MSFT, RBLX, META, SNAP  Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0ed1454c-d8ec-11ef-a818-5f62670fb068</guid><pubDate>Thu, 20 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708979/arml2907396458.mp3" length="45845453" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>… and why the stock is “nowhere near fully valued.”  (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.  Then, (18:00), Kirsten Guerra joins...</itunes:subtitle><itunes:summary><![CDATA[… and why the stock is “nowhere near fully valued.”  (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.  Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.  Companies discussed: TOST, MSFT, RBLX, META, SNAP  Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1899</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Infrastructure Behind the AI Revolution</title><link>https://www.spreaker.com/episode/the-infrastructure-behind-the-ai-revolution--75709102</link><description><![CDATA[If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.  (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble.  Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.  Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB  Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0eb641ac-d8ec-11ef-a818-6b03b72dacae</guid><pubDate>Wed, 19 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709102/arml1904536864.mp3" length="49341022" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.  (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO,...</itunes:subtitle><itunes:summary><![CDATA[If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.  (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble.  Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.  Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB  Host: Ricky Mulvey Guests: David Meier, Anthony Schiavone Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2044</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple's Next iPhone and Robotics Future</title><link>https://www.spreaker.com/episode/apple-s-next-iphone-and-robotics-future--75709019</link><description><![CDATA[Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?  (00:21) Jason Moser and Ricky Mulvey discuss: - Apple's and Meta’s robotics ambitions. - Earnings from payments company Adyen. - What Berkshire Hathaway is buying and selling  Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.  Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0e9b36f0-d8ec-11ef-a818-7b1e1ba6e976</guid><pubDate>Tue, 18 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709019/arml9662197383.mp3" length="44944451" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?  (00:21) Jason Moser and Ricky Mulvey discuss: - Apple's and Meta’s robotics ambitions. - Earnings from...</itunes:subtitle><itunes:summary><![CDATA[Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?  (00:21) Jason Moser and Ricky Mulvey discuss: - Apple's and Meta’s robotics ambitions. - Earnings from payments company Adyen. - What Berkshire Hathaway is buying and selling  Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.  Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1861</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Business of Broadway</title><link>https://www.spreaker.com/episode/the-business-of-broadway--75709054</link><description><![CDATA[There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.   Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about:  - Pitching investors to back shows even when 80% of projects don’t recoup their initial investment. - Working on original projects versus those based on existing stories. - The formula for commercially successful musicals.   Companies discussed: DIS  Host: Mary Long Guest: Jill Furman Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0e4bc548-d8ec-11ef-a818-2359a0c4ce62</guid><pubDate>Sat, 15 Feb 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709054/arml1219469203.mp3" length="41583985" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.   Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes...</itunes:subtitle><itunes:summary><![CDATA[There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.   Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about:  - Pitching investors to back shows even when 80% of projects don’t recoup their initial investment. - Working on original projects versus those based on existing stories. - The formula for commercially successful musicals.   Companies discussed: DIS  Host: Mary Long Guest: Jill Furman Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1721</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Valentines Day: Love, Money, and Stocks</title><link>https://www.spreaker.com/episode/valentines-day-love-money-and-stocks--75709072</link><description><![CDATA[The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.   (00:21) Jason Moser and Emily Flippen break down:  - The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.  - Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living. - Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.  (19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.  (30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis  Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0e31c652-d8ec-11ef-a818-ff8b5a637251</guid><pubDate>Fri, 14 Feb 2025 21:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709072/arml1981416011.mp3" length="58748131" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.   (00:21) Jason Moser and Emily Flippen break down:  - The...</itunes:subtitle><itunes:summary><![CDATA[The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.   (00:21) Jason Moser and Emily Flippen break down:  - The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.  - Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living. - Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.  (19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.  (30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis  Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Cyclical Stocks Cycle</title><link>https://www.spreaker.com/episode/cyclical-stocks-cycle--75708963</link><description><![CDATA[Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.  (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade Desk. - Robinhood blowing away expectations, and what its earnings reveal about retail investing trends. - How restaurants are responding to egg shortages.  Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.  Companies discussed: TTD, HOOD, CRBL, CELH, PEP  Host: Ricky Mulvey Guests: Alicia Alfiere, Sanmeet Deo Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0e17ecf0-d8ec-11ef-a818-5fa8e21adc98</guid><pubDate>Thu, 13 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708963/arml1340579348.mp3" length="41231011" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.  (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade...</itunes:subtitle><itunes:summary><![CDATA[Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.  (00:21) Alicia Alfiere joined Ricky Mulvey to discuss: - The expectations, and real business performance of The Trade Desk. - Robinhood blowing away expectations, and what its earnings reveal about retail investing trends. - How restaurants are responding to egg shortages.  Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.  Companies discussed: TTD, HOOD, CRBL, CELH, PEP  Host: Ricky Mulvey Guests: Alicia Alfiere, Sanmeet Deo Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1707</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Musk Applies For New Job</title><link>https://www.spreaker.com/episode/musk-applies-for-new-job--75709014</link><description><![CDATA[Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technology means for Tesla - Revitalized interest in Upstart’s AI lending platform - Developments in the buy now, pay later space Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.  To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.  Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX  Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer]]></description><guid isPermaLink="false">0dfecebe-d8ec-11ef-a818-57b7a4241148</guid><pubDate>Wed, 12 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709014/arml2288356345.mp3" length="41898083" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technology means for Tesla - Revitalized interest in Upstart’s AI lending platform - Developments in the buy now,...</itunes:subtitle><itunes:summary><![CDATA[Now he wants to run OpenAI. (00:21) Jason Moser and Mary Long discuss: - Elon Musk’s bid for OpenAI - What BYD’s rollout of self-driving technology means for Tesla - Revitalized interest in Upstart’s AI lending platform - Developments in the buy now, pay later space Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.  To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.  Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX  Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer]]></itunes:summary><itunes:duration>1734</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Shopify Takeover</title><link>https://www.spreaker.com/episode/a-shopify-takeover--75709039</link><description><![CDATA[We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:  - Shopify as a 100-year company. - What a change in de minimis rules would mean for merchants. - Shopify’s growth levers.  Company discussed: SHOP  Got a question for the show? Email us at podcasts@fool.com  Note: Ricky Mulvey has a position in SHOP  Host: Ricky Mulvey Guests: Asit Sharma, Harley Finkelstein Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0de58bfc-d8ec-11ef-a818-c3a0852eb15f</guid><pubDate>Tue, 11 Feb 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709039/arml7826998261.mp3" length="41826981" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:  - Shopify as a 100-year company. - What a change in de minimis rules would mean for merchants. - Shopify’s...</itunes:subtitle><itunes:summary><![CDATA[We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:  - Shopify as a 100-year company. - What a change in de minimis rules would mean for merchants. - Shopify’s growth levers.  Company discussed: SHOP  Got a question for the show? Email us at podcasts@fool.com  Note: Ricky Mulvey has a position in SHOP  Host: Ricky Mulvey Guests: Asit Sharma, Harley Finkelstein Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1731</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dunkin', Kendrick on Offense at Super Bowl</title><link>https://www.spreaker.com/episode/dunkin-kendrick-on-offense-at-super-bowl--75709053</link><description><![CDATA[The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.    (00:14) David Meier and Dylan Lewis discuss:  - HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them. - Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers. - McDonald’s lackluster Super Bowl ad and earnings results.   WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c   (21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.  Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD  Host: Dylan Lewis Guests: David Meier, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0dcc5b1e-d8ec-11ef-a818-677a2529e8a6</guid><pubDate>Mon, 10 Feb 2025 21:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709053/arml6677530642.mp3" length="43656255" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.    (00:14) David Meier and Dylan Lewis discuss:  - HIMS taking a big swing at the weight-loss industry, trying to seize a tight...</itunes:subtitle><itunes:summary><![CDATA[The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.    (00:14) David Meier and Dylan Lewis discuss:  - HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them. - Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers. - McDonald’s lackluster Super Bowl ad and earnings results.   WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c   (21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.  Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD  Host: Dylan Lewis Guests: David Meier, Robert Brokamp, Alison Southwick Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1808</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Great Investors Do</title><link>https://www.spreaker.com/episode/what-great-investors-do--75709094</link><description><![CDATA[The principles of investing are fairly simple to understand. Application requires some intensity.   William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:  - What successful investing comes down to. - The personality traits of market beaters. - Investing lessons from Charlie Munger, Howard Marks, and John Templeton.  Companies mentioned: BRK.A, BRK.B, MKL  Host: Robert Brokamp Guest: William Green Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0d98486a-d8ec-11ef-a818-43b6c3103c2b</guid><pubDate>Sat, 08 Feb 2025 17:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709094/arml2270939889.mp3" length="70211671" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The principles of investing are fairly simple to understand. Application requires some intensity.   William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the...</itunes:subtitle><itunes:summary><![CDATA[The principles of investing are fairly simple to understand. Application requires some intensity.   William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:  - What successful investing comes down to. - The personality traits of market beaters. - Investing lessons from Charlie Munger, Howard Marks, and John Templeton.  Companies mentioned: BRK.A, BRK.B, MKL  Host: Robert Brokamp Guest: William Green Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2914</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech’s $300B Spending Spree</title><link>https://www.spreaker.com/episode/big-tech-s-300b-spending-spree--75709079</link><description><![CDATA[DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.   (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.  - PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.  (19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.  (33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.  Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER  Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0d7e96b8-d8ec-11ef-a818-87c20818c0c4</guid><pubDate>Fri, 07 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709079/arml2770589397.mp3" length="58570176" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.   (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans...</itunes:subtitle><itunes:summary><![CDATA[DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.   (00:43) Ron Gross and Jason Moser discuss: - What the Jobs report and the tariff headfake mean for the big macro. - Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.  - PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.  (19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.  (33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.  Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER  Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Americans Take Weight-Loss Drugs, Eat Salty Snacks</title><link>https://www.spreaker.com/episode/americans-take-weight-loss-drugs-eat-salty-snacks--75709045</link><description><![CDATA[Two things can be true.  (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.  Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.  Companies discussed: NVDA, HSY, LLY  Host: Ricky Mulvey Guests: Bill Barker, Jordan Harper Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0d64bd9c-d8ec-11ef-a818-134e3691a13d</guid><pubDate>Thu, 06 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709045/arml4321281399.mp3" length="41465701" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Two things can be true.  (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - Eli Lilly’s blockbuster weight-loss drugs, and...</itunes:subtitle><itunes:summary><![CDATA[Two things can be true.  (00:14) Bill Barker and Ricky Mulvey discuss: - Legislation to ban DeepSeek on US government devices. - Hershey’s quarter, and what it reveals about American eating habits. - Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.  Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.  Companies discussed: NVDA, HSY, LLY  Host: Ricky Mulvey Guests: Bill Barker, Jordan Harper Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1716</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Do You Value Alphabet?</title><link>https://www.spreaker.com/episode/how-do-you-value-alphabet--75709073</link><description><![CDATA[Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?  (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isn’t  going anywhere. - YouTube’s secret sauce. - What Palantir really does.  Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.  Companies mentioned: GOOG, NFLX, PLTR  Host: Mary Long Guests: David Meier, Ricky Mulvey, Jordan Harper Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0d4abfa0-d8ec-11ef-a818-43ea342a153c</guid><pubDate>Wed, 05 Feb 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709073/arml6205238747.mp3" length="48284271" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?  (00:14) David Meier and Mary Long break down...</itunes:subtitle><itunes:summary><![CDATA[Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?  (00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss: - Why cloud computing isn’t  going anywhere. - YouTube’s secret sauce. - What Palantir really does.  Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.  Companies mentioned: GOOG, NFLX, PLTR  Host: Mary Long Guests: David Meier, Ricky Mulvey, Jordan Harper Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2000</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Your Political Brain vs. Your Investing Decisions</title><link>https://www.spreaker.com/episode/your-political-brain-vs-your-investing-decisions--75709013</link><description><![CDATA[Think you know how the trade wars will shake out? Don’t bet on it.  (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariffs in Canada. - Separating your political ideas from your investments. - PayPal’s $15 billion buyback authorization.  Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.  Companies mentioned: PYPL  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0d3086da-d8ec-11ef-a818-1f6327afffbc</guid><pubDate>Tue, 04 Feb 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709013/arml2390249005.mp3" length="40137217" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Think you know how the trade wars will shake out? Don’t bet on it.  (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariffs in Canada. - Separating your political ideas from your investments. - PayPal’s $15 billion buyback...</itunes:subtitle><itunes:summary><![CDATA[Think you know how the trade wars will shake out? Don’t bet on it.  (00:14) Jim Gillies and Ricky Mulvey discuss: - The reaction to potential tariffs in Canada. - Separating your political ideas from your investments. - PayPal’s $15 billion buyback authorization.  Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.  Companies mentioned: PYPL  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1661</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Global Trade, Tariffs, AI Efforts</title><link>https://www.spreaker.com/episode/global-trade-tariffs-ai-efforts--75709029</link><description><![CDATA[The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.    (00:14) Asit Sharma and Dylan Lewis discuss:  - The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800. - How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.  - OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.    (17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.  Companies discussed: CP, SFTBY, PDD PM, MO  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Nick Sciple Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0d169086-d8ec-11ef-a818-e32a01903979</guid><pubDate>Mon, 03 Feb 2025 21:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709029/arml4661153111.mp3" length="48578285" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.    (00:14) Asit Sharma and Dylan Lewis discuss:  - The Trump Administrations plans for tariffs on imports from Canada,...</itunes:subtitle><itunes:summary><![CDATA[The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.    (00:14) Asit Sharma and Dylan Lewis discuss:  - The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800. - How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.  - OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.    (17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.  Companies discussed: CP, SFTBY, PDD PM, MO  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Nick Sciple Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2013</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Does Masayoshi Son Want?</title><link>https://www.spreaker.com/episode/what-does-masayoshi-son-want--75709061</link><description><![CDATA[The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?   Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss: - Masa Son’s instincts as a salesperson and investor. - Why the founder is still driven by his roots. - Questions for anyone who’s tempted to put their life savings into SoftBank.  Tickers mentioned: SFTBY, NVDA  Host: Ricky Mulvey Guest: Lionel Barber Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0ce19d7c-d8ec-11ef-a818-3f18da1d3501</guid><pubDate>Sat, 01 Feb 2025 17:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709061/arml6733346151.mp3" length="44503956" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?   Lionel Barber is...</itunes:subtitle><itunes:summary><![CDATA[The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?   Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss: - Masa Son’s instincts as a salesperson and investor. - Why the founder is still driven by his roots. - Questions for anyone who’s tempted to put their life savings into SoftBank.  Tickers mentioned: SFTBY, NVDA  Host: Ricky Mulvey Guest: Lionel Barber Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1843</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DeepSeek Disrupts, Big Tech Responds</title><link>https://www.spreaker.com/episode/deepseek-disrupts-big-tech-responds--75708986</link><description><![CDATA[The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.   (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.  - Apple’s continued struggles to find growth with the iPhone and its China business.  (19:03) The earnings rundown continues!  - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.” - Visa and Mastercard show the consumer is still doing quite alright.  (34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.  Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW  Host: Dylan Lewis Guests: Jason Moser, Asit Sharma Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0cc7b4e8-d8ec-11ef-a818-ffbb85fe85f4</guid><pubDate>Fri, 31 Jan 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708986/arml5505408706.mp3" length="57433706" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.   (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI...</itunes:subtitle><itunes:summary><![CDATA[The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.   (00:44) Jason Moser and Asit Sharma discuss: - The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.  - Apple’s continued struggles to find growth with the iPhone and its China business.  (19:03) The earnings rundown continues!  - Tesla finishes a flat year, but has big futurey plans for 2025 and 2026. - Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.” - Visa and Mastercard show the consumer is still doing quite alright.  (34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.  Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW  Host: Dylan Lewis Guests: Jason Moser, Asit Sharma Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2382</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Hyperscalers Are Hyper-Spending</title><link>https://www.spreaker.com/episode/the-hyperscalers-are-hyper-spending--75708991</link><description><![CDATA[Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?  (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss: - Whether the DeepSeek story changes how investors should view off-the-walls AI spending. - The future of Reality Labs. - Microsoft’s $13B-and-growing AI business. - Why “fungible fleet” is a potentially ominous phrase for Sam Altman  Companies discussed: META, MSFT, NVDA  Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0cad1994-d8ec-11ef-a818-b7db874afe80</guid><pubDate>Thu, 30 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708991/arml5812403713.mp3" length="32582916" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?  (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:...</itunes:subtitle><itunes:summary><![CDATA[Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?  (00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss: - Whether the DeepSeek story changes how investors should view off-the-walls AI spending. - The future of Reality Labs. - Microsoft’s $13B-and-growing AI business. - Why “fungible fleet” is a potentially ominous phrase for Sam Altman  Companies discussed: META, MSFT, NVDA  Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1346</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Starbucks' Slow Drip Recovery</title><link>https://www.spreaker.com/episode/starbucks-slow-drip-recovery--75709055</link><description><![CDATA[New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.    (00:14) Anthony Schiavone and Dylan Lewis discuss:  - The market’s very upbeat reaction to Starbucks’ fairly lackluster results. - Brian Niccol’s “Back to Starbucks” plan and the progress so far. - Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.   (13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.  Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF  Host: Dylan Lewis Guests: Anthony Schiavone, Nick Sciple, Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0c930cac-d8ec-11ef-a818-43301f98b8b6</guid><pubDate>Wed, 29 Jan 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709055/arml2533443159.mp3" length="41538206" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.    (00:14) Anthony Schiavone and Dylan Lewis discuss:  - The market’s very upbeat reaction to Starbucks’ fairly lackluster results. - Brian Niccol’s “Back to...</itunes:subtitle><itunes:summary><![CDATA[New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.    (00:14) Anthony Schiavone and Dylan Lewis discuss:  - The market’s very upbeat reaction to Starbucks’ fairly lackluster results. - Brian Niccol’s “Back to Starbucks” plan and the progress so far. - Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.   (13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.  Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF  Host: Dylan Lewis Guests: Anthony Schiavone, Nick Sciple, Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1719</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>JetBlue Has Jet Lag</title><link>https://www.spreaker.com/episode/jetblue-has-jet-lag--75708970</link><description><![CDATA[The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?  (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds - GM’s quarterly net loss - The just-announced partnership between X and Visa.  Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.  Tickers mentioned: JBLU, UAL, DAL, GM, V  Host: Mary Long Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach Engineers: Rick Engdahl, Austin Morgan]]></description><guid isPermaLink="false">0c773860-d8ec-11ef-a818-d72e32247794</guid><pubDate>Tue, 28 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75708970/arml5046114565.mp3" length="43418783" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?  (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds - GM’s quarterly net loss - The just-announced...</itunes:subtitle><itunes:summary><![CDATA[The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?  (00:14) Jason Moser and Mary Long discuss: - Why not all airlines are facing the same headwinds - GM’s quarterly net loss - The just-announced partnership between X and Visa.  Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.  Tickers mentioned: JBLU, UAL, DAL, GM, V  Host: Mary Long Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach Engineers: Rick Engdahl, Austin Morgan]]></itunes:summary><itunes:duration>1798</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>DeepSeek and AI’s Efficiency Era</title><link>https://www.spreaker.com/episode/deepseek-and-ai-s-efficiency-era--75709085</link><description><![CDATA[The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.    (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology. - Why software prowess and efficiency will be the major themes for AI in 2025.  - What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.  (19:15) Senior Fool Analyst David Meier, interviews John Zahurancik  Fluence Energy’s President of the Americas, about the utilities side of the renewables market.  Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC  Host: Dylan Lewis Guests: Tim Beyers, David Meier, John Zahurancik Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0c5a3a6c-d8ec-11ef-a818-9f0b0c66d14e</guid><pubDate>Mon, 27 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709085/arml3226401695.mp3" length="46762249" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.    (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and...</itunes:subtitle><itunes:summary><![CDATA[The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.    (00:14) Tim Beyers and Dylan Lewis discuss: - The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology. - Why software prowess and efficiency will be the major themes for AI in 2025.  - What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.  (19:15) Senior Fool Analyst David Meier, interviews John Zahurancik  Fluence Energy’s President of the Americas, about the utilities side of the renewables market.  Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC  Host: Dylan Lewis Guests: Tim Beyers, David Meier, John Zahurancik Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1937</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Nvidia Changed the World</title><link>https://www.spreaker.com/episode/how-nvidia-changed-the-world--75709048</link><description><![CDATA[There’s more to the legendary chipmaker than its tech stack.  Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about: - The early days at Nvidia and its long path to “overnight” success.  - What drives Nvidia’s employees.  - How Jensen Huang takes long-term thinking to the extreme.   Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way  To become a premium Motley Fool member, go to www.fool.com/signup  Host: Morgan Housel Guest: Tae Kim Producer: Mac Greer, Mary Long Engineer: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">0c249e66-d8ec-11ef-a818-1fa99f3936e0</guid><pubDate>Sat, 25 Jan 2025 17:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709048/arml4165050239.mp3" length="44607294" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There’s more to the legendary chipmaker than its tech stack.  Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about: - The early days...</itunes:subtitle><itunes:summary><![CDATA[There’s more to the legendary chipmaker than its tech stack.  Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about: - The early days at Nvidia and its long path to “overnight” success.  - What drives Nvidia’s employees.  - How Jensen Huang takes long-term thinking to the extreme.   Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way  To become a premium Motley Fool member, go to www.fool.com/signup  Host: Morgan Housel Guest: Tae Kim Producer: Mac Greer, Mary Long Engineer: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>1847</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>S&amp;P 500: New Highs, Same Valuation Questions</title><link>https://www.spreaker.com/episode/s-p-500-new-highs-same-valuation-questions--75709095</link><description><![CDATA[At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.   (00:44) Jason Moser and Asit Sharma discuss: - The S&amp;P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.  - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.  (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.  AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep  (32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.   Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN  Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0c0a3fe4-d8ec-11ef-a818-2314780add27</guid><pubDate>Fri, 24 Jan 2025 21:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709095/arml6890531569.mp3" length="58818080" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.   (00:44) Jason Moser and Asit Sharma discuss: - The S&amp;amp;P 500s new highs,...</itunes:subtitle><itunes:summary><![CDATA[At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.   (00:44) Jason Moser and Asit Sharma discuss: - The S&amp;P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.  - Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech. - Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.  (19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.  AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep  (32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.   Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN  Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2439</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Gets Star Power</title><link>https://www.spreaker.com/episode/ai-gets-star-power--75709070</link><description><![CDATA[...as if it didn’t have enough already!  (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE Aerospace’s razor-and-blades business model.  Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.  Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG  To become a premium Motley Fool member, go to www.fool.com/signup  Host: Mary Long Guests: Asit Sharma, Seth Jayson Engineer: Rick Engdahl]]></description><guid isPermaLink="false">0bef30be-d8ec-11ef-a818-5b8d16c96b6e</guid><pubDate>Thu, 23 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709070/arml4662353798.mp3" length="45525167" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>...as if it didn’t have enough already!  (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE Aerospace’s razor-and-blades business model.  Then,...</itunes:subtitle><itunes:summary><![CDATA[...as if it didn’t have enough already!  (00:14) Asit Sharma and Mary Long discuss: - The new venture to build out American AI infrastructure. - How 20 data centers get a $500 billion price tag. - GE Aerospace’s razor-and-blades business model.  Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.  Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG  To become a premium Motley Fool member, go to www.fool.com/signup  Host: Mary Long Guests: Asit Sharma, Seth Jayson Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1885</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Party On Netflix!</title><link>https://www.spreaker.com/episode/party-on-netflix--75709084</link><description><![CDATA[Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?   (00:14) Jim Gillies and Dylan Lewis discuss:  - Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans. - The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.  - What updates from Interactive Brokers and Schwab say about where investor minds are at.   (17:17) What would it take to live a hundred healthy years?   Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.   Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN  Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay  You can become a premium Motley Fool member at: www.fool.com/sigup  Host: Dylan Lewis Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">0bca80ca-d8ec-11ef-a818-07e6300a0817</guid><pubDate>Wed, 22 Jan 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709084/arml4828888269.mp3" length="42461125" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?   (00:14) Jim Gillies and Dylan Lewis discuss:  - Netflix’s record subscriber...</itunes:subtitle><itunes:summary><![CDATA[Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?   (00:14) Jim Gillies and Dylan Lewis discuss:  - Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans. - The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.  - What updates from Interactive Brokers and Schwab say about where investor minds are at.   (17:17) What would it take to live a hundred healthy years?   Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.   Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN  Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay  You can become a premium Motley Fool member at: www.fool.com/sigup  Host: Dylan Lewis Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1758</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Focus on (Tangible) Value</title><link>https://www.spreaker.com/episode/focus-on-tangible-value--75709078</link><description><![CDATA[Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?  (00:14) Anthony Schiavone and Mary Long discuss: - Separating signal from noise in an attention economy. - Finding value in a fast-changing world. - Earnings from a company that straddles the digital and the physical.  Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.  Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/  Companies mentioned: PLD, $TRUMP, $MELANIA  Host: Mary Long Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick Producer: Dylan Lewis Engineer: Rick Engdahl]]></description><guid isPermaLink="false">87a2a1c0-d836-11ef-98a6-43357c237a9f</guid><pubDate>Tue, 21 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709078/arml1842881312.mp3" length="37917807" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?  (00:14)...</itunes:subtitle><itunes:summary><![CDATA[Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?  (00:14) Anthony Schiavone and Mary Long discuss: - Separating signal from noise in an attention economy. - Finding value in a fast-changing world. - Earnings from a company that straddles the digital and the physical.  Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.  Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/  Companies mentioned: PLD, $TRUMP, $MELANIA  Host: Mary Long Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick Producer: Dylan Lewis Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1568</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Future of AI and The Nature of Consciousness</title><link>https://www.spreaker.com/episode/the-future-of-ai-and-the-nature-of-consciousness--75709093</link><description><![CDATA[There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity?   Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about: - How chatbots work. - Mapping large neural models.  - What a self-aware parrot can teach us about human consciousness.   Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay   To become a premium Motley Fool member, go to www.fool.com/signup  Host: Ricky Mulvey Guest: Terrence Sejnowski Producer: Mary Long Engineer:  Rick Engdahl]]></description><guid isPermaLink="false">9ddbe430-b264-11ef-a1ef-c395e42bb996</guid><pubDate>Sat, 18 Jan 2025 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709093/arml7206308565.mp3" length="61238969" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for...</itunes:subtitle><itunes:summary><![CDATA[There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity?   Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about: - How chatbots work. - Mapping large neural models.  - What a self-aware parrot can teach us about human consciousness.   Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay   To become a premium Motley Fool member, go to www.fool.com/signup  Host: Ricky Mulvey Guest: Terrence Sejnowski Producer: Mary Long Engineer:  Rick Engdahl]]></itunes:summary><itunes:duration>2540</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>TikTok on the Clock</title><link>https://www.spreaker.com/episode/tiktok-on-the-clock--75709023</link><description><![CDATA[170 million TikTok users in the U.S. might be up for sale. What are they worth?    (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like. - Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo. - Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.  (19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.  Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/   (33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.  Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.  Host: Dylan Lewis Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey Engineers: RIck Engdahl]]></description><guid isPermaLink="false">9dc5b660-b264-11ef-a1ef-33baab2becb9</guid><pubDate>Fri, 17 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75709023/arml5729633658.mp3" length="58604015" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>170 million TikTok users in the U.S. might be up for sale. What are they worth?    (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look...</itunes:subtitle><itunes:summary><![CDATA[170 million TikTok users in the U.S. might be up for sale. What are they worth?    (00:42) Matt Argersinger and Bill Mann discuss: - The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like. - Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo. - Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.  (19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.  Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/   (33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.  Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.  Host: Dylan Lewis Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey Engineers: RIck Engdahl]]></itunes:summary><itunes:duration>2430</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Bank Energy</title><link>https://www.spreaker.com/episode/big-bank-energy--75712047</link><description><![CDATA[2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.  (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2023 give banks more credit than they may deserve. - The split between JP Morgan’s investment banking and consumer businesses. - Growing interest in private credit markets.  Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.  Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA Host: Mary Long Guests: Matt Frankel, Kirsten Guerra Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9daf2eb8-b264-11ef-a1ef-cf7c3247f28d</guid><pubDate>Thu, 16 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712047/arml3041506706.mp3" length="45808681" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.  (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2023 give banks more credit than they may deserve. -...</itunes:subtitle><itunes:summary><![CDATA[2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.  (00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss: - Why comparisons to 2023 give banks more credit than they may deserve. - The split between JP Morgan’s investment banking and consumer businesses. - Growing interest in private credit markets.  Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.  Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA Host: Mary Long Guests: Matt Frankel, Kirsten Guerra Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1897</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Investors Check the Label on Retail</title><link>https://www.spreaker.com/episode/investors-check-the-label-on-retail--75712173</link><description><![CDATA[Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.  (00:14) Nick Sciple and Dylan Lewis discuss: - Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.  - Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo. - The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.    (15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.   Companies discussed: ANF, LULU, ATZAF, ALL.   Host: Dylan Lewis Guests: Nick Sciple, Mary Long, Asit Sharma Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9d98e18a-b264-11ef-a1ef-bfd9ce2bac54</guid><pubDate>Wed, 15 Jan 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712173/arml3123114419.mp3" length="40388208" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.  (00:14) Nick Sciple and Dylan Lewis discuss: - Why Wall Street wasn’t keen on strong holiday updates...</itunes:subtitle><itunes:summary><![CDATA[Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.  (00:14) Nick Sciple and Dylan Lewis discuss: - Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.  - Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo. - The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.    (15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.   Companies discussed: ANF, LULU, ATZAF, ALL.   Host: Dylan Lewis Guests: Nick Sciple, Mary Long, Asit Sharma Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1671</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Steel Bids, TikTok Battles</title><link>https://www.spreaker.com/episode/steel-bids-tiktok-battles--75711997</link><description><![CDATA[Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor CEO personality into potential investments - TikTok’s potential buyers. Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.  Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN  Host: Mary Long Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9d83aa72-b264-11ef-a1ef-d72a7b7c0674</guid><pubDate>Tue, 14 Jan 2025 21:57:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711997/arml2200376326.mp3" length="48541510" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor CEO personality into potential investments -...</itunes:subtitle><itunes:summary><![CDATA[Fights are unfolding for companies in two very different industries: Steel and social media. (00:21) Jason Moser and Mary Long discuss: - Why so many companies want in on U.S. Steel. - How to factor CEO personality into potential investments - TikTok’s potential buyers. Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.  Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN  Host: Mary Long Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2011</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Cloudy With a Chance of Burgers</title><link>https://www.spreaker.com/episode/cloudy-with-a-chance-of-burgers--75711985</link><description><![CDATA[Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?    (00:14) David Meier and Dylan Lewis discuss:  - Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.  - Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.  - Shake Shack’s new plans to open up 1500 company-owned locations.  (16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.  Companies discussed: SONO, MRNA, SHAK, PGNY  Host: Dylan Lewis Guests: David Meier, Alicia Alfiere, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9d6dcd7e-b264-11ef-a1ef-53b8f9c0f5af</guid><pubDate>Mon, 13 Jan 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711985/arml9112153929.mp3" length="42910985" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?    (00:14) David Meier and Dylan Lewis discuss:  - Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as...</itunes:subtitle><itunes:summary><![CDATA[Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?    (00:14) David Meier and Dylan Lewis discuss:  - Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.  - Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.  - Shake Shack’s new plans to open up 1500 company-owned locations.  (16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.  Companies discussed: SONO, MRNA, SHAK, PGNY  Host: Dylan Lewis Guests: David Meier, Alicia Alfiere, Ricky Mulvey Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1777</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>David Gardner, The Case for Rational Optimism</title><link>https://www.spreaker.com/episode/david-gardner-the-case-for-rational-optimism--75712177</link><description><![CDATA[You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.  David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about: - Why buying and holding works.  - Rational optimism. - The future of space travel.  Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/  Companies discussed: NVDA, SPOT, AMC, META, RKLB  Host: Ricky Mulvey Guest: David Gardner Producer: Mary Long Engineer:  Rick Engdahl]]></description><guid isPermaLink="false">9cb977fc-b264-11ef-a1ef-a3a044f1fd14</guid><pubDate>Sat, 11 Jan 2025 17:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712177/arml8785148282.mp3" length="65818342" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.  David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about:...</itunes:subtitle><itunes:summary><![CDATA[You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.  David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about: - Why buying and holding works.  - Rational optimism. - The future of space travel.  Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/  Companies discussed: NVDA, SPOT, AMC, META, RKLB  Host: Ricky Mulvey Guest: David Gardner Producer: Mary Long Engineer:  Rick Engdahl]]></itunes:summary><itunes:duration>2731</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Amazon and Disney See Ad Dollars</title><link>https://www.spreaker.com/episode/amazon-and-disney-see-ad-dollars--75712150</link><description><![CDATA[Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.   (00:39) Ron Gross and Jason Moser discuss: - What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture. - The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.  (19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.    (33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.  Listeners, you can become a member of Stock Advisor at Fool.com/signup   Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY  Host: Dylan Lewis Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9cd0eba8-b264-11ef-a1ef-bb728e617633</guid><pubDate>Fri, 10 Jan 2025 16:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712150/arml1902040856.mp3" length="58817470" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.   (00:39) Ron Gross and Jason Moser discuss: - What the December Fed minutes, latest...</itunes:subtitle><itunes:summary><![CDATA[Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.   (00:39) Ron Gross and Jason Moser discuss: - What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture. - The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.  (19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.    (33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.  Listeners, you can become a member of Stock Advisor at Fool.com/signup   Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY  Host: Dylan Lewis Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2439</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Future According to Jensen Huang</title><link>https://www.spreaker.com/episode/the-future-according-to-jensen-huang--75712002</link><description><![CDATA[It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds. - The rollout of a digital workforce. - Why Wall Street shrugged at Nvidia’s announcements. Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best.  Companies mentioned: NVDA, PYPL Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/  Host: Mary Long Guests: David Meier, Jason Moser Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9cfdb9ee-b264-11ef-a1ef-97508780b9af</guid><pubDate>Wed, 08 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712002/arml2915293760.mp3" length="44687926" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds. - The...</itunes:subtitle><itunes:summary><![CDATA[It’s Nvidia’s world, and we’re just living in it. (00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus: - All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds. - The rollout of a digital workforce. - Why Wall Street shrugged at Nvidia’s announcements. Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best.  Companies mentioned: NVDA, PYPL Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/  Host: Mary Long Guests: David Meier, Jason Moser Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1851</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The WWE's Premiere on Netflix</title><link>https://www.spreaker.com/episode/the-wwe-s-premiere-on-netflix--75712126</link><description><![CDATA[Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The buzz around Monday Night Raw’s debut on Netflix. - What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table. - The new “100% margin” opportunities for the WWE. - Why TKO Group Holdings is one of Nick’s largest personal stock investments. Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025.  Companies discussed: TKO, NFLX  Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup  Host: “The Cincinnati Cobra” Ricky Mulvey Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp Producer: “The Virginia Kid” Mary Long Engineer: Rick “The Answer” Engdahl]]></description><guid isPermaLink="false">9d1442e0-b264-11ef-a1ef-6b4067aa42a9</guid><pubDate>Tue, 07 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712126/arml9794762173.mp3" length="49144896" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The buzz around Monday Night Raw’s debut on Netflix. -...</itunes:subtitle><itunes:summary><![CDATA[Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers. (00:14) Nick Sciple and Ricky Mulvey discuss - The buzz around Monday Night Raw’s debut on Netflix. - What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table. - The new “100% margin” opportunities for the WWE. - Why TKO Group Holdings is one of Nick’s largest personal stock investments. Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025.  Companies discussed: TKO, NFLX  Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup  Host: “The Cincinnati Cobra” Ricky Mulvey Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp Producer: “The Virginia Kid” Mary Long Engineer: Rick “The Answer” Engdahl]]></itunes:summary><itunes:duration>2036</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How To Get Started Investing</title><link>https://www.spreaker.com/episode/how-to-get-started-investing--75712032</link><description><![CDATA[If your resolution involves the word “investing,” you’ve come to the right place.  Mary Long talks with a handful of Fools and analysts about:  Investing origin stories.  Recommended materials for a DIY investing curriculum.  Advice for getting started.    Companies mentioned: DECK, LULU, META, NFLX, RKLB,  Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup  Host: Mary Long Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey Engineers: Desiree Jones, Chace Pryzlepa]]></description><guid isPermaLink="false">9ca302f6-b264-11ef-a1ef-4b976170a34b</guid><pubDate>Tue, 07 Jan 2025 20:49:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712032/arml8815068206.mp3" length="45552276" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If your resolution involves the word “investing,” you’ve come to the right place.  Mary Long talks with a handful of Fools and analysts about:  Investing origin stories.  Recommended materials for a DIY investing curriculum.  Advice for getting...</itunes:subtitle><itunes:summary><![CDATA[If your resolution involves the word “investing,” you’ve come to the right place.  Mary Long talks with a handful of Fools and analysts about:  Investing origin stories.  Recommended materials for a DIY investing curriculum.  Advice for getting started.    Companies mentioned: DECK, LULU, META, NFLX, RKLB,  Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup  Host: Mary Long Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey Engineers: Desiree Jones, Chace Pryzlepa]]></itunes:summary><itunes:duration>1887</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Unbundle, Re-Bundle, Sell Ads</title><link>https://www.spreaker.com/episode/unbundle-re-bundle-sell-ads--75712095</link><description><![CDATA[Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.    (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk. - Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.  - How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint  (16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.   Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD  Host: Dylan Lewis Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier Producer:Ricky Mulvey  Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9d2aaf12-b264-11ef-a1ef-376bfb5ea683</guid><pubDate>Mon, 06 Jan 2025 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712095/arml8502166044.mp3" length="37233773" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.    (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push into the ad market with Universal Ads, and what it...</itunes:subtitle><itunes:summary><![CDATA[Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.    (00:14) Tim Beyers and Dylan Lewis discuss: - Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk. - Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.  - How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint  (16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.   Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD  Host: Dylan Lewis Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier Producer:Ricky Mulvey  Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1540</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>OpenAI’s Magic Number? $100B</title><link>https://www.spreaker.com/episode/openai-s-magic-number-100b--75712116</link><description><![CDATA[Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.   (00:45) Asit Sharma and Bill Mann discuss:  - Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram. - One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.  - A few words of caution for fintech and investing in the U.S. in 2025.  (19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.   TMF Premium members can get the full December Stock Advisor Roundtable episode  Here on Fool.com: https://www.fool.com/premium/4056/coverage/2024/12/20/your-2025-investing-playbook Here on Spotify: https://open.spotify.com/episode/6phJxPB7VaGx5dOCMkeKNO?si=ab749bf726b4479c   You can become a member of Stock Advisor at Fool.com/signup   (34:11) Asit and Bill break down two stocks on their radar: Darden Restaurants and IMAX.  Stocks discussed: MSFT, META, SAM, DRI, IMAX,   Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Tom Gardner, Loren Horst Engineers: Rick Engdahl, Austin Morgan]]></description><guid isPermaLink="false">9c8cd9c2-b264-11ef-a1ef-475bb20c1adc</guid><pubDate>Fri, 03 Jan 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712116/arml7166429509.mp3" length="58571598" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.   (00:45) Asit Sharma and Bill Mann discuss:  - Microsoft and OpenAI’s odd definition of artificial general intelligence...</itunes:subtitle><itunes:summary><![CDATA[Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.   (00:45) Asit Sharma and Bill Mann discuss:  - Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram. - One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.  - A few words of caution for fintech and investing in the U.S. in 2025.  (19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.   TMF Premium members can get the full December Stock Advisor Roundtable episode  Here on Fool.com: https://www.fool.com/premium/4056/coverage/2024/12/20/your-2025-investing-playbook Here on Spotify: https://open.spotify.com/episode/6phJxPB7VaGx5dOCMkeKNO?si=ab749bf726b4479c   You can become a member of Stock Advisor at Fool.com/signup   (34:11) Asit and Bill break down two stocks on their radar: Darden Restaurants and IMAX.  Stocks discussed: MSFT, META, SAM, DRI, IMAX,   Host: Dylan Lewis Guests: Asit Sharma, Bill Mann, Tom Gardner, Loren Horst Engineers: Rick Engdahl, Austin Morgan]]></itunes:summary><itunes:duration>2429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2025 Goals: Invest Better, Budget Smarter</title><link>https://www.spreaker.com/episode/2025-goals-invest-better-budget-smarter--75712031</link><description><![CDATA[Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investors can get started. - Past market performance, pockets of speculation, and what matters for long-term investors. - Squid Game breaking records for Netflix. Then, (XX:XX) Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter.  Join Stock Advisor and get access to our premium podcast, Stock Advisor Roundtable: www.fool.com/signup  Companies discussed: MSTR, NFLX Host: Ricky Mulvey Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">b4626c38-c94d-11ef-9abe-d3586cec784d</guid><pubDate>Thu, 02 Jan 2025 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712031/arml7253901349.mp3" length="47812576" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investors can get started. - Past market performance, pockets of speculation, and what matters for long-term...</itunes:subtitle><itunes:summary><![CDATA[Almost 70% of Americans have a financial resolution for the New Year. What’s yours? (00:14) Tim Beyers and Ricky Mulvey discuss: - How newer investors can get started. - Past market performance, pockets of speculation, and what matters for long-term investors. - Squid Game breaking records for Netflix. Then, (XX:XX) Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter.  Join Stock Advisor and get access to our premium podcast, Stock Advisor Roundtable: www.fool.com/signup  Companies discussed: MSTR, NFLX Host: Ricky Mulvey Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1981</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2024’s Winners and Losers</title><link>https://www.spreaker.com/episode/2024-s-winners-and-losers--75712008</link><description><![CDATA[The S&amp;P 500 finished the year up about 24%, more than double the index’s average annual return.  (00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss:  - What most of the biggest winners in the S&amp;P 500 had in common. - Why more investors bought gold and Bitcoin in 2024. - A tough stretch for Walgreens Boot Alliance. - Their favorite investing discoveries from the past year.  Companies discussed: PLTR, VST, UAL, NVDA, AXON, LULU, NFLX, WBA, INTC, DLTR  Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Desireé Jones]]></description><guid isPermaLink="false">9a478676-b264-11ef-a1ef-57c683f40c1c</guid><pubDate>Tue, 31 Dec 2024 22:19:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712008/arml7210946000.mp3" length="36269775" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The S&amp;amp;P 500 finished the year up about 24%, more than double the index’s average annual return.  (00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss:  - What most of the biggest winners in the S&amp;amp;P 500 had in...</itunes:subtitle><itunes:summary><![CDATA[The S&amp;P 500 finished the year up about 24%, more than double the index’s average annual return.  (00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss:  - What most of the biggest winners in the S&amp;P 500 had in common. - Why more investors bought gold and Bitcoin in 2024. - A tough stretch for Walgreens Boot Alliance. - Their favorite investing discoveries from the past year.  Companies discussed: PLTR, VST, UAL, NVDA, AXON, LULU, NFLX, WBA, INTC, DLTR  Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Desireé Jones]]></itunes:summary><itunes:duration>1500</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Don't Be a Grinch, Keep Holding</title><link>https://www.spreaker.com/episode/don-t-be-a-grinch-keep-holding--75712007</link><description><![CDATA[We set the path for being better investors and friends in 2025.    (0:13) Jason Moser and Dylan Lewis discuss:  - How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover for the market to close 2024. - Why mounting consumer credit card debt and delinquencies might finally start to eat into discretionary spending in 2025.  - Alphabet’s agenda for the new year: AI, Gemini, and Project Mariner .  - A few resolutions to ring in the new year.  Companies discussed: TGT, WMT, GOOG, GOOGL  Host: Dylan Lewis Guests: Jason Moser Producer: Ricky Mulvey Engineers: Dez Jones]]></description><guid isPermaLink="false">9a5daa1e-b264-11ef-a1ef-a7358e47b784</guid><pubDate>Mon, 30 Dec 2024 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712007/arml4558566084.mp3" length="28276931" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We set the path for being better investors and friends in 2025.    (0:13) Jason Moser and Dylan Lewis discuss:  - How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover for the market to close 2024. - Why mounting...</itunes:subtitle><itunes:summary><![CDATA[We set the path for being better investors and friends in 2025.    (0:13) Jason Moser and Dylan Lewis discuss:  - How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover for the market to close 2024. - Why mounting consumer credit card debt and delinquencies might finally start to eat into discretionary spending in 2025.  - Alphabet’s agenda for the new year: AI, Gemini, and Project Mariner .  - A few resolutions to ring in the new year.  Companies discussed: TGT, WMT, GOOG, GOOGL  Host: Dylan Lewis Guests: Jason Moser Producer: Ricky Mulvey Engineers: Dez Jones]]></itunes:summary><itunes:duration>1167</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Your 2025 Stock Market Preview</title><link>https://www.spreaker.com/episode/your-2025-stock-market-preview--75712070</link><description><![CDATA[New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.   (00:33) Ron Gross and Asit Sharma discuss: - The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors. - The corners of the market they’re paying attention to for opportunities.  - Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.  (19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.  (33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology.  Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL. Host: Dylan Lewis Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp Engineers: Rick Engdahl ]]></description><guid isPermaLink="false">9af71a0a-b264-11ef-a1ef-2fbd5c481aa7</guid><pubDate>Fri, 27 Dec 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712070/arml9959842406.mp3" length="57031403" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.   (00:33) Ron Gross and Asit Sharma discuss: - The state of the stock market as investors head into...</itunes:subtitle><itunes:summary><![CDATA[New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.   (00:33) Ron Gross and Asit Sharma discuss: - The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors. - The corners of the market they’re paying attention to for opportunities.  - Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.  (19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.  (33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology.  Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL. Host: Dylan Lewis Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp Engineers: Rick Engdahl ]]></itunes:summary><itunes:duration>2365</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Other Business Stories Catching our Attention</title><link>https://www.spreaker.com/episode/the-other-business-stories-catching-our-attention--75712066</link><description><![CDATA[See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss: - The rise of concert ticket prices. - Why companies trying to solve the loneliness epidemic are in a difficult business. - The implications of widespread sports gambling. And a heads-up, Motley Fool Money returns on Friday, December 27.  Companies mentioned: LYV, MTCH, BUMBL, GRND, DKNG, FLUT Host: Ricky Mulvey Guests: Mary Long, Asit Sharma Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9ab4856e-b264-11ef-a1ef-d3e18b4c432f</guid><pubDate>Tue, 24 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712066/arml7307992961.mp3" length="42873171" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss: - The rise of concert ticket prices. - Why companies trying...</itunes:subtitle><itunes:summary><![CDATA[See more music, talk to strangers, play more games. Ricky Mulvey, Mary Long, and Asit Sharma take a look at the business-adjacent stories that caught their attention over 2024. They discuss: - The rise of concert ticket prices. - Why companies trying to solve the loneliness epidemic are in a difficult business. - The implications of widespread sports gambling. And a heads-up, Motley Fool Money returns on Friday, December 27.  Companies mentioned: LYV, MTCH, BUMBL, GRND, DKNG, FLUT Host: Ricky Mulvey Guests: Mary Long, Asit Sharma Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1775</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Everyday Low Prices &gt; Treasure Hunting</title><link>https://www.spreaker.com/episode/everyday-low-prices-treasure-hunting--75712013</link><description><![CDATA[If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why luxury department stores are struggling. - Disney spending $645 million to make two seasons of the Star Wars series, Andor in a ten-ish minute discussion. - What investors should consider before using options to generate income.  Companies discussed: JWN, PTON, DISHost: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9a9eba54-b264-11ef-a1ef-bb7da525d93c</guid><pubDate>Mon, 23 Dec 2024 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712013/arml7782898047.mp3" length="38248788" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why luxury department stores are struggling. - Disney spending $645 million to make two seasons of the Star...</itunes:subtitle><itunes:summary><![CDATA[If your company isn’t a growth business, what’s the advantage of being in the public markets? (00:14) Jim Gillies and Ricky Mulvey discuss: - Why luxury department stores are struggling. - Disney spending $645 million to make two seasons of the Star Wars series, Andor in a ten-ish minute discussion. - What investors should consider before using options to generate income.  Companies discussed: JWN, PTON, DISHost: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1582</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Best-of Interview: Tom Vice, CEO of Sierra Space</title><link>https://www.spreaker.com/episode/best-of-interview-tom-vice-ceo-of-sierra-space--75712010</link><description><![CDATA[Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats.  Ricky Mulvey caught up with Vice at the Sierra Space headquarters for a show that originally aired on March 30, 2024. They discuss:  - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - How rent works in outer space. - Defense systems and the hope of a space-based “McDonald’s Effect.”  Companies mentioned: MRK, PFE, MRNA, NVDA  Host: Ricky Mulvey Guest: Tom Vice Producer: Mary Long Engineers: Desireé Jones, Dan Boyd]]></description><guid isPermaLink="false">9a891df2-b264-11ef-a1ef-a3913a0783f8</guid><pubDate>Sun, 22 Dec 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712010/arml3166511199.mp3" length="44184407" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats.  Ricky Mulvey caught up with Vice at the Sierra Space...</itunes:subtitle><itunes:summary><![CDATA[Tom Vice is the CEO of Sierra Space, a company building an end-to-end business and technology platform in space to benefit life on earth. Think, space planes and inflatable space habitats.  Ricky Mulvey caught up with Vice at the Sierra Space headquarters for a show that originally aired on March 30, 2024. They discuss:  - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - How rent works in outer space. - Defense systems and the hope of a space-based “McDonald’s Effect.”  Companies mentioned: MRK, PFE, MRNA, NVDA  Host: Ricky Mulvey Guest: Tom Vice Producer: Mary Long Engineers: Desireé Jones, Dan Boyd]]></itunes:summary><itunes:duration>1830</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Space Internet Comes to Earth</title><link>https://www.spreaker.com/episode/space-internet-comes-to-earth--75712086</link><description><![CDATA[For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close that final 5% gap? Scott Wisniewski is the President and Chief Strategy Officer of AST Space Mobile, a satellite company that’s trying to bring connectivity literally everywhere – the desert, the ocean, the air, everywhere. Ricky Mulvey caught up with Wisniewski to discuss: - What universal connectivity actually achieves. - The operational challenges of getting something as large as a cell tower onto something as small as a rocket. - And the developing “land grab” in low-earth orbit.   Companies discussed: ASTS, VOD, VZ, TMUS,  Host: Ricky Mulvey Guests: Scott Wisniewski Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9b25df5c-b264-11ef-a1ef-9ff7e6db693e</guid><pubDate>Sat, 21 Dec 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712086/arml8308091022.mp3" length="47746349" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close that final 5% gap? Scott Wisniewski is the President and Chief Strategy Officer of AST Space Mobile, a...</itunes:subtitle><itunes:summary><![CDATA[For the most part, our phones work about 95% of the time. But head outside of suburbia, and things get patchy quickly. What would it take to close that final 5% gap? Scott Wisniewski is the President and Chief Strategy Officer of AST Space Mobile, a satellite company that’s trying to bring connectivity literally everywhere – the desert, the ocean, the air, everywhere. Ricky Mulvey caught up with Wisniewski to discuss: - What universal connectivity actually achieves. - The operational challenges of getting something as large as a cell tower onto something as small as a rocket. - And the developing “land grab” in low-earth orbit.   Companies discussed: ASTS, VOD, VZ, TMUS,  Host: Ricky Mulvey Guests: Scott Wisniewski Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1978</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI &amp; You, AI &amp; Reddit</title><link>https://www.spreaker.com/episode/ai-you-ai-reddit--75712111</link><description><![CDATA[For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can put the technology to use, and how companies are using it to make their products better and fuel growth. (00:33) Wharton Professor Ethan Mollick walks through his four rules for using AI, how he pushes students to use the technology, and the research from his book Co-Intelligence: Living and Working with AI.  (19:03) Reddit CEO Steve Huffman explains how the company is harnessing AI to localize content to reach new markets internationally, open up new revenue opportunities, and improve the user experience.   Stocks discussed: RDDT, GOOG, GOOGL Host: Dylan Lewis Guests: Ethan Mollick, Steve Huffman Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9b3c0bf6-b264-11ef-a1ef-5b5f8262b94e</guid><pubDate>Fri, 20 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712111/arml5579498588.mp3" length="58576865" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can put the technology to use, and how companies are using it to make their products better and fuel...</itunes:subtitle><itunes:summary><![CDATA[For our annual best-of interviews show, we look at the topic of the year – artificial intelligence – through two different lenses: how individuals can put the technology to use, and how companies are using it to make their products better and fuel growth. (00:33) Wharton Professor Ethan Mollick walks through his four rules for using AI, how he pushes students to use the technology, and the research from his book Co-Intelligence: Living and Working with AI.  (19:03) Reddit CEO Steve Huffman explains how the company is harnessing AI to localize content to reach new markets internationally, open up new revenue opportunities, and improve the user experience.   Stocks discussed: RDDT, GOOG, GOOGL Host: Dylan Lewis Guests: Ethan Mollick, Steve Huffman Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Market Takes a Breather</title><link>https://www.spreaker.com/episode/the-market-takes-a-breather--75712100</link><description><![CDATA[The S&amp;P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are sour about the recent Fed meeting, and what long-term investors should focus on. - How American diners are responding to Darden Restaurant Group’s value offers. - Rising home sales at Redfin. Then (13:29) Motley Fool Senior Analyst Alicia Alfiere and Mary Long look at Upwork and Fiverr and the gig workplace economy.  Companies discussed: DRI, TXRH, RDFN, FVRR, UPWK Host: Ricky Mulvey Guests: Anthony Schiavone, Mary Long, Alicia Alfiere Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9b523b42-b264-11ef-a1ef-4f32c84a9f84</guid><pubDate>Thu, 19 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712100/arml3581623037.mp3" length="39590649" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The S&amp;amp;P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are sour about the recent Fed meeting, and what long-term investors should focus on. - How American...</itunes:subtitle><itunes:summary><![CDATA[The S&amp;P 500 is still up about 25% this year, far outpacing historical averages. (00:14) Anthony Schiavone and Ricky Mulvey discuss: - Why traders are sour about the recent Fed meeting, and what long-term investors should focus on. - How American diners are responding to Darden Restaurant Group’s value offers. - Rising home sales at Redfin. Then (13:29) Motley Fool Senior Analyst Alicia Alfiere and Mary Long look at Upwork and Fiverr and the gig workplace economy.  Companies discussed: DRI, TXRH, RDFN, FVRR, UPWK Host: Ricky Mulvey Guests: Anthony Schiavone, Mary Long, Alicia Alfiere Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1638</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nissan = Cars with Baggage</title><link>https://www.spreaker.com/episode/nissan-cars-with-baggage--75712084</link><description><![CDATA[Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissan’s business. - How retailers are leaning into the holiday spirit. - Advice for a seasonal decoration company. Then (13:56), Stephanie Guild, Robinhood’s Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what’s excited Robinhood investors in the past year.  CNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html  Companies discussed: HMC, NSANY Host: Mary Long Guests: David Meier, Stephanie Guild, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones]]></description><guid isPermaLink="false">9b685d8c-b264-11ef-a1ef-afb02cb7fa77</guid><pubDate>Wed, 18 Dec 2024 21:36:23 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712084/arml6185204733.mp3" length="40609754" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissan’s business. - How retailers are leaning into the holiday spirit. - Advice for a seasonal decoration...</itunes:subtitle><itunes:summary><![CDATA[Who wants to buy a struggling car company? Honda does! Well, maybe. (00:14) David Meier and Mary Long discuss: - What merger rumors signal about Nissan’s business. - How retailers are leaning into the holiday spirit. - Advice for a seasonal decoration company. Then (13:56), Stephanie Guild, Robinhood’s Head of Investment Strategy, joins Ricky Mulvey to discuss her outlook for 2025 and what’s excited Robinhood investors in the past year.  CNBC story mentioned: https://www.cnbc.com/2024/12/18/holiday-decor-spending-could-help-retailers.html  Companies discussed: HMC, NSANY Host: Mary Long Guests: David Meier, Stephanie Guild, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones]]></itunes:summary><itunes:duration>1681</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Young Investors, Root for a Bear Market</title><link>https://www.spreaker.com/episode/young-investors-root-for-a-bear-market--75712096</link><description><![CDATA[Investing is a decades-long game. (00:14) Bill Barker and Ricky Mulvey discuss: - The Federal Trade Commission’s ruling on junk fees. - What killed a merger between Kroger and Albertsons. - How younger investors can prepare for the next bear market. Then, (17:28) Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting.  WSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3  Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9b7e1104-b264-11ef-a1ef-6739810cede7</guid><pubDate>Tue, 17 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712096/arml3009704422.mp3" length="37785849" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investing is a decades-long game. (00:14) Bill Barker and Ricky Mulvey discuss: - The Federal Trade Commission’s ruling on junk fees. - What killed a merger between Kroger and Albertsons. - How younger investors can prepare for the next bear market....</itunes:subtitle><itunes:summary><![CDATA[Investing is a decades-long game. (00:14) Bill Barker and Ricky Mulvey discuss: - The Federal Trade Commission’s ruling on junk fees. - What killed a merger between Kroger and Albertsons. - How younger investors can prepare for the next bear market. Then, (17:28) Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting.  WSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3  Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1563</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple Rethinks the iPhone</title><link>https://www.spreaker.com/episode/apple-rethinks-the-iphone--75712152</link><description><![CDATA[Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey discuss: - Microstrategy’s entrance into the NASDAQ 100. - How Apple is trying to kickstart growth. - A burgeoning competitor to Uber and Lyft. Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon.  Sign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews  WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.html  Companies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Anthony Schiavone Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9b9482e0-b264-11ef-a1ef-7b1c3c6b78e3</guid><pubDate>Mon, 16 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712152/arml7542505345.mp3" length="43030527" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey discuss: - Microstrategy’s entrance into the NASDAQ 100. - How Apple is trying to kickstart growth. - A...</itunes:subtitle><itunes:summary><![CDATA[Thinner, cheaper, and possibly foldable. Apple engineers are working hard to convince you to buy a new phone. (00:14) Asit Sharma and Ricky Mulvey discuss: - Microstrategy’s entrance into the NASDAQ 100. - How Apple is trying to kickstart growth. - A burgeoning competitor to Uber and Lyft. Then, (16:56) Motley Fool Senior Analyst Anthony Schiavone joins Mary Long for a look at UPS, and its frenemy relationship with Amazon.  Sign up for Breakfast News, our free daily market email newsletter: www.fool.com/breakfastnews  WSJ Story on Apple: https://www.wsj.com/tech/apple-thin-iphone-foldable-computer-plans-dbb4286c NYTimes story on Empower: https://www.nytimes.com/2024/12/16/technology/empower-ride-hailing-washington-dc.html  Companies discussed: MSTR, AAPL, UBER, LYFT, UPS, AMZN Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Anthony Schiavone Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1781</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Axon President on AI, AR, and Drones as First Responders</title><link>https://www.spreaker.com/episode/axon-president-on-ai-ar-and-drones-as-first-responders--75712102</link><description><![CDATA[Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001.  Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss:  - Why Axon is like the Apple of law enforcement. - How immersive technology improves police training and retention. - The role of drones and humanoids in public safety.   Companies discussed: AXON, MSI Host: Jason Moser Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9bab8cf6-b264-11ef-a1ef-c33520a51c9a</guid><pubDate>Sun, 15 Dec 2024 12:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712102/arml7761345763.mp3" length="37924570" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001.  Josh Isner is the President of Axon Enterprise and...</itunes:subtitle><itunes:summary><![CDATA[Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001.  Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss:  - Why Axon is like the Apple of law enforcement. - How immersive technology improves police training and retention. - The role of drones and humanoids in public safety.   Companies discussed: AXON, MSI Host: Jason Moser Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1569</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2024 in Review: Financials</title><link>https://www.spreaker.com/episode/2024-in-review-financials--75712039</link><description><![CDATA[It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.   Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:  - Green shoots for the 2025 IPO market. - Alex Chriss’s first full year at PayPal. - Two promising payments processors.  Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI  Host: Ricky Mulvey Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9c495422-b264-11ef-a1ef-034f981f08e1</guid><pubDate>Sat, 14 Dec 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712039/arml3969509001.mp3" length="33642264" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.   Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the...</itunes:subtitle><itunes:summary><![CDATA[It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date.   Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:  - Green shoots for the 2025 IPO market. - Alex Chriss’s first full year at PayPal. - Two promising payments processors.  Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI  Host: Ricky Mulvey Guests: Matt Frankel Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1390</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Year of Concentration, Crypto, China</title><link>https://www.spreaker.com/episode/the-year-of-concentration-crypto-china--75712197</link><description><![CDATA[2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024. - The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade.  (19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers - James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/  (34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield  Stocks discussed: NVDA, NBIS, FYLD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">9c33d994-b264-11ef-a1ef-875939f9843b</guid><pubDate>Fri, 13 Dec 2024 22:02:35 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712197/arml3860967485.mp3" length="57060752" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about...</itunes:subtitle><itunes:summary><![CDATA[2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally.   (00:46) Bill Mann and Matt Argersinger discuss: - Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024. - The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade.  (19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers - James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/  (34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield  Stocks discussed: NVDA, NBIS, FYLD Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>2366</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google’s Quantum Chip</title><link>https://www.spreaker.com/episode/google-s-quantum-chip--75712061</link><description><![CDATA[The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around. (00:14) Nick Sciple and Ricky Mulvey discuss: - The potential futures and lingering questions for quantum computers. - A restructuring at Warner Bros. Discovery that’s pleasing its investors. - Why the media conglomerate may be a falling knife. Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season.  Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool  Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX Host: Ricky Mulvey Guests: Mary Long, Lou Whiteman Engineers: Rick Engdahl, Chace Przylepa]]></description><guid isPermaLink="false">9c1e1104-b264-11ef-a1ef-fb53c7358502</guid><pubDate>Thu, 12 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712061/arml6670900915.mp3" length="47310024" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around. (00:14) Nick Sciple and Ricky Mulvey discuss: - The potential futures and lingering...</itunes:subtitle><itunes:summary><![CDATA[The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around. (00:14) Nick Sciple and Ricky Mulvey discuss: - The potential futures and lingering questions for quantum computers. - A restructuring at Warner Bros. Discovery that’s pleasing its investors. - Why the media conglomerate may be a falling knife. Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season.  Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool  Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX Host: Ricky Mulvey Guests: Mary Long, Lou Whiteman Engineers: Rick Engdahl, Chace Przylepa]]></itunes:summary><itunes:duration>1960</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Amazon Enters a New Lane</title><link>https://www.spreaker.com/episode/amazon-enters-a-new-lane--75712122</link><description><![CDATA[As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s next potential venture. - The rise and fall of GM’s driverless ambitions. Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”  Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Jim Gillies Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9c0839ba-b264-11ef-a1ef-87d298e8b780</guid><pubDate>Wed, 11 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712122/arml3490516522.mp3" length="43925047" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s next potential venture. - The rise and fall of GM’s driverless ambitions. Then, (18:40)...</itunes:subtitle><itunes:summary><![CDATA[As if everything weren’t already enough, Amazon now sells cars. (00:14) Asit Sharma and Mary Long discuss: - Disruptions to traditional car dealerships. - Amazon’s next potential venture. - The rise and fall of GM’s driverless ambitions. Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”  Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Jim Gillies Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1819</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Do Investors Underrate?</title><link>https://www.spreaker.com/episode/what-do-investors-underrate--75711987</link><description><![CDATA[Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. - A sporting goods retailer buying back a lot of stock. - Aritzia’s comeback year. Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&amp;P 500 and foreign stock sales.  Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ Sign up for Breakfast News: breakfast.fool.com  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9bf1a47a-b264-11ef-a1ef-9f26f17d68d8</guid><pubDate>Tue, 10 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711987/arml7832678782.mp3" length="43364842" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. - A sporting goods retailer buying back a lot of stock. - Aritzia’s comeback year. Then,...</itunes:subtitle><itunes:summary><![CDATA[Riding coattails isn’t a bad thing in investing. (00:14) Jim Gillies and Ricky Mulvey discuss: - The alleged killer of Unitedhealthcare’s CEO getting caught. - A sporting goods retailer buying back a lot of stock. - Aritzia’s comeback year. Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&amp;P 500 and foreign stock sales.  Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ Sign up for Breakfast News: breakfast.fool.com  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1795</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The $1 Trillion Ad Opportunity</title><link>https://www.spreaker.com/episode/the-1-trillion-ad-opportunity--75712098</link><description><![CDATA[Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?   (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.  - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.  - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett  Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9bdb35a0-b264-11ef-a1ef-1b0e4a93eb5b</guid><pubDate>Mon, 09 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712098/arml2469665209.mp3" length="46340502" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?   (00:14) David Meier and Dylan Lewis discuss: - The global ad market...</itunes:subtitle><itunes:summary><![CDATA[Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners?   (00:14) David Meier and Dylan Lewis discuss: - The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry.  - Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts.  - How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure. (17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett  Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR Host: Dylan Lewis Guests: David Meier, Asit Sharma, Mary Long Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1919</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Introducing the Dividend Seven</title><link>https://www.spreaker.com/episode/introducing-the-dividend-seven--75712143</link><description><![CDATA[Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:   - How a company enters into the Dividend Seven. - If Home Depot can still be a growth stock. - The metrics that dividend investors need to understand.  - Companies that have raised their dividend for decades.  Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK  Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey  Engineers: Desireé Jones, Rick Engdahl]]></description><guid isPermaLink="false">9bc50cee-b264-11ef-a1ef-37bd9d52e2a6</guid><pubDate>Sun, 08 Dec 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712143/arml9380955069.mp3" length="46889916" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:   - How a company enters into the Dividend Seven. - If Home Depot can still be a growth stock. - The metrics that dividend investors need to understand.  -...</itunes:subtitle><itunes:summary><![CDATA[Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss:   - How a company enters into the Dividend Seven. - If Home Depot can still be a growth stock. - The metrics that dividend investors need to understand.  - Companies that have raised their dividend for decades.  Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK  Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey  Engineers: Desireé Jones, Rick Engdahl]]></itunes:summary><itunes:duration>1942</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2024 in Review: Energy</title><link>https://www.spreaker.com/episode/2024-in-review-energy--75712018</link><description><![CDATA[It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&amp;P this year.   Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss: - How the US has gotten more efficient at extracting oil from the ground. - The challenges facing companies hoping to build small nuclear reactors. - Flatlining investor interest in renewables.  Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR Host: Ricky Mulvey Guest: Nick Sciple Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9a3101d0-b264-11ef-a1ef-bf936d32708f</guid><pubDate>Sat, 07 Dec 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712018/arml9994014613.mp3" length="45949716" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&amp;amp;P this year.   Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also...</itunes:subtitle><itunes:summary><![CDATA[It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&amp;P this year.   Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss: - How the US has gotten more efficient at extracting oil from the ground. - The challenges facing companies hoping to build small nuclear reactors. - Flatlining investor interest in renewables.  Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR Host: Ricky Mulvey Guest: Nick Sciple Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1903</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Your “Portfolio Wrapped”</title><link>https://www.spreaker.com/episode/your-portfolio-wrapped--75712174</link><description><![CDATA[Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.   (00:14) Jason Moser and Asit Sharma discuss: - Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested. - Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts.  - What reinvention Airbnb might be scheming up for 2025. - Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year. (19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz.  (33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.  Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">9a1a5b4c-b264-11ef-a1ef-33ded18b6323</guid><pubDate>Fri, 06 Dec 2024 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712174/arml7029563234.mp3" length="57029222" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.   (00:14) Jason Moser and Asit Sharma discuss: - Ulta leveling out, and why a cheap...</itunes:subtitle><itunes:summary><![CDATA[Some stocks defy gravity, others drive Warren Buffett to sell in less than a year. We wade through them all and put our own twist on Spotify’s annual Wrapped release.   (00:14) Jason Moser and Asit Sharma discuss: - Ulta leveling out, and why a cheap valuation isn’t enough to keep Warren Buffett and Berkshire interested. - Docusign’s strong 2024 and how Veeva Systems is seemingly back on track with their AI efforts.  - What reinvention Airbnb might be scheming up for 2025. - Spotify’s 2024 Wrapped and Jason and Asit’s “Portfolio Wrapped” for this year. (19:03) Ricky Mulvey and Mary Long dig into the early holiday box office numbers for Wicked and offer up some stocks inspired by L. Frank Baum and the world of Oz.  (33:51) Jason and Asit break down two stocks on their radar: Block and Wingstop.  Stocks discussed: ULTA, VEEV, DOCU, ABNB, SQ, WING Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Ricky Mulvey, Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2365</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bitcoin Breaks $2 Trillion</title><link>https://www.spreaker.com/episode/bitcoin-breaks-2-trillion--75712220</link><description><![CDATA[The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder of Unitedhealthcare’s CEO. - What’s contributed to Bitcoin’s rise to $100,000 per token. - Chewy’s trouble finding new customers. Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.  Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP Host: Ricky Mulvey Guests: Jason Moser, Sanmeet Deo Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">9a03e718-b264-11ef-a1ef-73f41d4834d5</guid><pubDate>Thu, 05 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712220/arml9021347248.mp3" length="45417363" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder of Unitedhealthcare’s CEO. - What’s contributed to Bitcoin’s rise to $100,000 per token. - Chewy’s trouble...</itunes:subtitle><itunes:summary><![CDATA[The crypto bulls were right. Bitcoin's market cap is now about the size of Alphabet. (00:14) Jason Moser and Ricky Mulvey discuss: - The murder of Unitedhealthcare’s CEO. - What’s contributed to Bitcoin’s rise to $100,000 per token. - Chewy’s trouble finding new customers. Then, (17:23) Motley Fool Senior Analyst Sanmeet Deo joins Ricky to check in on a mall retailer that’s showing signs of a turnaround.  Companies/Tickers discussed: UHC, BTC, PLD, KNSL, MKL, CHWY, SPG, ONON, GAP Host: Ricky Mulvey Guests: Jason Moser, Sanmeet Deo Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1881</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stop! Please Sign In Again</title><link>https://www.spreaker.com/episode/stop-please-sign-in-again--75712142</link><description><![CDATA[Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the future of logging in - Marc Benioff’s ability to turn vision into performance - Salesforce’s AI-driven future Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement.  Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool  Companies discussed: OKTA, CRM Host: Mary Long Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">99e8b3e4-b264-11ef-a1ef-17eab3359314</guid><pubDate>Wed, 04 Dec 2024 16:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712142/arml1901596558.mp3" length="39121168" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the future of logging in - Marc Benioff’s ability to turn vision into performance - Salesforce’s...</itunes:subtitle><itunes:summary><![CDATA[Okta achieves profitability; another CEO gets a software lesson from a torn Achilles. (00:14) David Meier and Mary Long discuss: - Okta’s earnings and the future of logging in - Marc Benioff’s ability to turn vision into performance - Salesforce’s AI-driven future Then, (17:37), Robert Brokamp and Alison Southwick talk about how to avoid outliving your money in retirement.  Visit our sponsor: Get 15% off the Amazfit T-Rex 3 at US.Amazfit.com/fool  Companies discussed: OKTA, CRM Host: Mary Long Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1619</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Who Won Black Friday, Cyber Monday?</title><link>https://www.spreaker.com/episode/who-won-black-friday-cyber-monday--75712062</link><description><![CDATA[More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the holiday weekend and what retailers should be cautious of. - South Korea’s tense political situation, and what it means for the country’s companies. - Why Wall Street is rewarding a more focused AT&amp;T. Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information.  Check out the Giving Done Right Podcast: https://givingdoneright.org/  Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA Host: Ricky Mulvey Guests: Bill Mann, Dave Hatter Engineer: Rick Engdahl]]></description><guid isPermaLink="false">89535468-b1b4-11ef-b0f2-133e0cab2c57</guid><pubDate>Tue, 03 Dec 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712062/arml8615438656.mp3" length="43037989" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the holiday weekend and what retailers should be cautious of. - South Korea’s tense political...</itunes:subtitle><itunes:summary><![CDATA[More shoppers bought from Shopify merchants and foot traffic declined in physical stores. (00:14) Bill Mann and Ricky Mulvey discuss: - Shopping data from the holiday weekend and what retailers should be cautious of. - South Korea’s tense political situation, and what it means for the country’s companies. - Why Wall Street is rewarding a more focused AT&amp;T. Then, (18:20) Dave Hatter, cybersecurity consultant at IntrustIT, continues his conversation with Ricky about big tech data collection, and how you can better protect your information.  Check out the Giving Done Right Podcast: https://givingdoneright.org/  Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA Host: Ricky Mulvey Guests: Bill Mann, Dave Hatter Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1782</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Intel: 3rd in a Two-Horse Race</title><link>https://www.spreaker.com/episode/intel-3rd-in-a-two-horse-race--75711902</link><description><![CDATA[Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.  - The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.  - How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term. (20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.  Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL  Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY Host: Dylan Lewis Guests: Tim Beyers, Dave Hatter, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">92dbdc4c-b0ee-11ef-95c6-2b2ac3d29856</guid><pubDate>Mon, 02 Dec 2024 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711902/arml7022315643.mp3" length="49429104" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of...</itunes:subtitle><itunes:summary><![CDATA[Under Pat Gelsinger, Intel fell behind rivals and was late to the game in AI and its foundry business. Is the outgoing CEO to blame?   (00:14) Tim Beyers and Dylan Lewis discuss: - Intel CEO Pat Gelsinger stepping down, why “GPU” is the key focus of his time at the helm of the company.  - The multi-year planning cycle that goes into chipmaking, and why we may wind up praising Gelsinger’s investment in the foundry business several years from now.  - How Fastly will have one fewer name to compete with in the content delivery network market, but why it might spell trouble for the business long-term. (20:30) What’s your data worth? Ricky Mulvey talks with Dave Hatter, a Cybersecurity Consultant at Intrust IT, about the “surveillance capitalism model” and where your digital data winds up.  Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL  Companies discussed: INTC, NVDA, AMD, ASML, TSM, FSLY, AKAM, GOOG, GOOGL, META, OTCMKTS: EXPGY Host: Dylan Lewis Guests: Tim Beyers, Dave Hatter, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2048</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dirty Words: Election, Tariffs, Spatchcock</title><link>https://www.spreaker.com/episode/dirty-words-election-tariffs-spatchcock--75712160</link><description><![CDATA[It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!  (00:33) Ron Gross and Jason Moser discuss: - The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers. - Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon.  - The topics they don’t want to touch at the Thanksgiving table: the election and tariffs.   (19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey. A reminder, you can reach us at: (703) 254-1445, radio@fool.com, or @MotleyFoolMoney on X.   (34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.  Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com  Stocks discussed: TGT, OM, COST, AXON, GTX, IOT. Host: Dylan Lewis Guests: Ron Gross, Jason Moser Engineers: Rick Engdahl]]></description><guid isPermaLink="false">bf1bc150-9802-11ef-b6c1-db6ef9a9c2a9</guid><pubDate>Fri, 29 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712160/arml2909805380.mp3" length="59302781" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!  (00:33) Ron Gross and Jason...</itunes:subtitle><itunes:summary><![CDATA[It’s our annual Thanksgiving multi-course financial meal – we’re serving up humble pie, talking about the topics we’re skipping this year at the dinner table, and answering the questions you’ve sent our way to say thanks!  (00:33) Ron Gross and Jason Moser discuss: - The market’s strong returns over the past two years, but how they aren’t being enjoyed by all investors or consumers. - Why Target and Outset Medical helped serve up some humble pie this year, and why they’re thankful for Costco and Axon.  - The topics they don’t want to touch at the Thanksgiving table: the election and tariffs.   (19:03) We offer our thanks to listeners by fielding questions from our listeners about the paths to managing money, factoring your sleep number, what to make of retailer earnings, and how to spatchcock a turkey. A reminder, you can reach us at: (703) 254-1445, radio@fool.com, or @MotleyFoolMoney on X.   (34:13) Ron and Matt break down the holiday box office slate and two stocks on their radar: Garrett Motion and Samsara.  Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com  Stocks discussed: TGT, OM, COST, AXON, GTX, IOT. Host: Dylan Lewis Guests: Ron Gross, Jason Moser Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2459</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Many Thanks, Mr. Buffett</title><link>https://www.spreaker.com/episode/many-thanks-mr-buffett--75712037</link><description><![CDATA[Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.   (00:14) Asit Sharma and Dylan Lewis discuss: - NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race. - The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years. - Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week.   Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,  Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl]]></description><guid isPermaLink="false">bfa10d88-9802-11ef-b6c1-03102ae3107e</guid><pubDate>Wed, 27 Nov 2024 21:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712037/arml1087886794.mp3" length="38679374" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.   (00:14) Asit Sharma and Dylan Lewis discuss: - NBC’s negotiations...</itunes:subtitle><itunes:summary><![CDATA[Warren Buffett sends us into the season to be thankful with his philanthropic acts and his poignant words, and gives us all a place to start the conversation with family about money.   (00:14) Asit Sharma and Dylan Lewis discuss: - NBC’s negotiations to extend their rights to broadcast rights to the Macy’s Day Parade, and why holiday live events are turning into an arms race. - The expectations for Black Friday through Cyber Monday, and two predictions on the direction of consumer spend and who will be driving it in future years. - Warren Buffett’s plans for passing his wealth on to his family and philanthropic efforts, and the words of wisdom we should all have in mind as we get together with loved ones this week.   Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,  Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1600</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stock Floats, Lemonade Flies</title><link>https://www.spreaker.com/episode/stock-floats-lemonade-flies--75712107</link><description><![CDATA[After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemonade deserves a spot in a Thanksgiving parade. Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement.  Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool  Companies discussed: DKS, KSS, M, LMND, BROS Host: Mary Long Guests: Kirsten Guerra, Robert Brokamp, Christine Benz Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">bfe3eb9e-9802-11ef-b6c1-3bdf18f39881</guid><pubDate>Tue, 26 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712107/arml5543678716.mp3" length="47427783" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths...</itunes:subtitle><itunes:summary><![CDATA[After a rough start to the year, investors now seem to think the insurance company's glass is half full rather than half empty. (00:14) Kirsten Guerra and Mary Long discuss: - How experiential shopping has lifted Dick’s Sporting Goods. - Two paths forward for Kohl’s. - Why Lemonade deserves a spot in a Thanksgiving parade. Then, (17:31) Robert Brokamp and Christine Benz continue their discussion on how to prepare for a healthy, wealthy retirement.  Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool  Companies discussed: DKS, KSS, M, LMND, BROS Host: Mary Long Guests: Kirsten Guerra, Robert Brokamp, Christine Benz Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1965</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oops! $132 Million Disappeared</title><link>https://www.spreaker.com/episode/oops-132-million-disappeared--75712053</link><description><![CDATA[Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and Ricky Mulvey discuss: - How more than a hundred million dollars can go missing. - The impact of weight-loss drugs on junk food manufacturers. - Some advice for investors looking for artificial intelligence “picks and shovels” plays. Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events.  Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime  Companies discussed: M, CAG, TPL, NFLX Host: Ricky Mulvey Guests: Jason Moser, Lucas Shaw Producer: Mary Long]]></description><guid isPermaLink="false">c0269d7c-9802-11ef-b6c1-73bdd4661bfa</guid><pubDate>Mon, 25 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712053/arml2992621861.mp3" length="43367088" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and Ricky Mulvey discuss: - How more than a hundred million dollars can go missing. - The impact of...</itunes:subtitle><itunes:summary><![CDATA[Or $154 million could be gone. Macy’s is facing questions from investors after a rogue employee made some accounting errors. (00:14) Jason Moser and Ricky Mulvey discuss: - How more than a hundred million dollars can go missing. - The impact of weight-loss drugs on junk food manufacturers. - Some advice for investors looking for artificial intelligence “picks and shovels” plays. Then, (15:41) Bloomberg’s Lucas Shaw to check in on Netflix, and the company’s strategy on live events.  Visit our sponsor: Learn more about the Range Rover Sport at www.landroverusa.com Link to NYTimes article about junk food and GLP-1 drugs: https://www.nytimes.com/2024/11/19/magazine/ozempic-junk-food.html Check out Shaw’s Screentime newsletter: https://www.bloomberg.com/screentime  Companies discussed: M, CAG, TPL, NFLX Host: Ricky Mulvey Guests: Jason Moser, Lucas Shaw Producer: Mary Long]]></itunes:summary><itunes:duration>1796</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fast Fashion’s Unknowns</title><link>https://www.spreaker.com/episode/fast-fashion-s-unknowns--75712121</link><description><![CDATA[Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low?   Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:    - The questions about how fast fashion became ultra-fast fashion. - Why Shein’s leaders may be staying quiet. - How an export and tax loophole is driving business for Shein and Temu, and why that could change.   Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/   Companies discussed: PDD, AMZN OTC: HNNMY,    Host: Mary Long Guest: Timothy McLaughlin Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">c0694906-9802-11ef-b6c1-b33318f8f4bc</guid><pubDate>Sun, 24 Nov 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712121/arml2554994486.mp3" length="39932043" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low?   Timothy...</itunes:subtitle><itunes:summary><![CDATA[Even if you don’t shop on Shein, the fast-fashion retailer may have changed online shopping for you. The site offers necklaces for under $2, hoodies under $11, and sneakers for less than $20. But, how is the company offering prices that low?   Timothy McLaughlin is a contributing writer for The Atlantic, with a story titled, “The Mysterious, Meteoric Rise of Shein”. Mary Long caught up with McLaughlin to discuss:    - The questions about how fast fashion became ultra-fast fashion. - Why Shein’s leaders may be staying quiet. - How an export and tax loophole is driving business for Shein and Temu, and why that could change.   Read Tim’s story: https://www.theatlantic.com/international/archive/2024/09/shein-ceo-chris-xu-fast-fashion/679709/   Companies discussed: PDD, AMZN OTC: HNNMY,    Host: Mary Long Guest: Timothy McLaughlin Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1652</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>You Can’t Patent LSD</title><link>https://www.spreaker.com/episode/you-can-t-patent-lsd--75712099</link><description><![CDATA[Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:   - Advice to investors looking at a highly speculative industry. - The cash and regulatory questions for these companies.  - Key differences between the cannabis market and psychedelic stocks. - The challenges of doing a double-blind test on psychedelic compounds.  Companies discussed: CMPS, CYBN, ATAI  Host: Mary Long Guest: Keith Speights Producer: Ricky Mulvey  Engineers: Rick Engdahl, Desireé Jones]]></description><guid isPermaLink="false">bed8064a-9802-11ef-b6c1-dfa71b50202d</guid><pubDate>Sat, 23 Nov 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712099/arml1040386172.mp3" length="36026498" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:   - Advice to investors looking at a highly speculative industry. - The cash and regulatory questions for these companies.  - Key...</itunes:subtitle><itunes:summary><![CDATA[Mary Long caught up with Motley Fool Contributor Keith Speights to check in on the psychedelic industry. They discuss:   - Advice to investors looking at a highly speculative industry. - The cash and regulatory questions for these companies.  - Key differences between the cannabis market and psychedelic stocks. - The challenges of doing a double-blind test on psychedelic compounds.  Companies discussed: CMPS, CYBN, ATAI  Host: Mary Long Guest: Keith Speights Producer: Ricky Mulvey  Engineers: Rick Engdahl, Desireé Jones]]></itunes:summary><itunes:duration>1490</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Expectations Over Results</title><link>https://www.spreaker.com/episode/expectations-over-results--75712187</link><description><![CDATA[The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.  (00:55) Jason Moser and Emily Flippen discuss: - How Walmart is thriving while Target struggles with “decelerating discretionary demand.” - Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.  - Snowflake’s strong report and what its new deal with Anthropic means . (19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. (34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.  Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Visit our sponsor at www.landroverusa.com  Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI. Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Dan Durn Engineers: Rick Engdahl]]></description><guid isPermaLink="false">bf0ae984-9802-11ef-b6c1-8f251d73890d</guid><pubDate>Fri, 22 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712187/arml1022819020.mp3" length="58570300" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.  (00:55) Jason Moser and Emily Flippen discuss: - How Walmart is thriving while Target struggles with “decelerating...</itunes:subtitle><itunes:summary><![CDATA[The market yawned at Nvidia’s 94% growth and cheered as Williams-Sonoma posted year-over-year declines. It’s all about expectations.  (00:55) Jason Moser and Emily Flippen discuss: - How Walmart is thriving while Target struggles with “decelerating discretionary demand.” - Market expectations affecting the reactions to Nvidia’s strong quarter and Williams-Sonoma’s seemingly weak one.  - Snowflake’s strong report and what its new deal with Anthropic means . (19:03) Adobe CFO Dan Durn walks through how the leading software company for creatives is approaching AI tooling and monetization. (34:35) Emily and Jason break down two stocks on their radar: Tesla and C3Ai.  Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL Visit our sponsor at www.landroverusa.com  Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI. Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Dan Durn Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Comcast Spins Out Cable Networks</title><link>https://www.spreaker.com/episode/comcast-spins-out-cable-networks--75712082</link><description><![CDATA[Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: - Nvidia’s quarter and data center growth. - Why Comcast is spinning off its cable assets. - Microstrategy’s unusual bond offering. Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties.  Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool  Companies discussed: NVDA, CMCSA, MSTR, EGP Host: Ricky Mulvey Guests: Bill Barker Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">bf4e0a84-9802-11ef-b6c1-1ba699f131d3</guid><pubDate>Thu, 21 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712082/arml9013237300.mp3" length="44039791" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: - Nvidia’s quarter and data center growth. - Why...</itunes:subtitle><itunes:summary><![CDATA[Comcast is shedding cable networks including MSNBC, USA Network, and CNBC from the parent, and putting them in a new company, temporarily called SpinCo. (00:14) Bill Barker and Ricky Mulvey discuss: - Nvidia’s quarter and data center growth. - Why Comcast is spinning off its cable assets. - Microstrategy’s unusual bond offering. Then, (17:04) a replay of Scoreboard, hosted by Anand Chokkavelu. Matt Argersinger and Anthony Schiavone take a look at Sunbelt REIT, Eastgroup Properties.  Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool  Companies discussed: NVDA, CMCSA, MSTR, EGP Host: Ricky Mulvey Guests: Bill Barker Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1824</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Target Misses the Mark</title><link>https://www.spreaker.com/episode/target-misses-the-mark--75712093</link><description><![CDATA[The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus: - The state of the consumer heading into the holiday shopping season. - What it takes to build out a true omnichannel operation. - How management teams land on forward guidance. Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX Host: Mary Long Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">bf908e36-9802-11ef-b6c1-179f354921b5</guid><pubDate>Wed, 20 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712093/arml8364587498.mp3" length="41913796" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus: - The state of the consumer heading into the holiday shopping...</itunes:subtitle><itunes:summary><![CDATA[The retailer is trying to be everything for everyone. That’s a pretty tall order. Is Target up for the task? (00:14) Jason Moser and Mary Long discuss earnings from Target and TJX, plus: - The state of the consumer heading into the holiday shopping season. - What it takes to build out a true omnichannel operation. - How management teams land on forward guidance. Then, (14:45) Yasser el-Shimy and Ricky Mulvey take a look at Warner Brothers Discovery and debate whether the streaming stock is a steal.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX Host: Mary Long Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1735</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Walmart’s Flywheel Keeps Spinning</title><link>https://www.spreaker.com/episode/walmart-s-flywheel-keeps-spinning--75712040</link><description><![CDATA[But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want from mac and cheese. - Why nicotine pouches may be “the biggest consumer product story this decade.” Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”  Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool  Companies discussed: WMT, COST, PMI, MO, TPB Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Christine Benz Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">239c9912-a6b1-11ef-b74d-6bae6abab700</guid><pubDate>Tue, 19 Nov 2024 21:27:24 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712040/arml7063937875.mp3" length="45629668" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want from mac and cheese. - Why nicotine pouches may be “the biggest consumer product...</itunes:subtitle><itunes:summary><![CDATA[But the retailer’s valuation is giving investors more questions. (00:14) Nick Sciple and Ricky Mulvey discuss: - Highlights from Walmart’s quarter. - What shoppers want from mac and cheese. - Why nicotine pouches may be “the biggest consumer product story this decade.” Then, (17:04) Robert Brokamp kicks off a two-part series with Christine Benz, Morningstar’s Director of Personal Finance and the author of “How to Retire: 20 Lessons for a Happy, Successful, and Wealthy Retirement.”  Visit our sponsor: Check out Public’s bond account offerings at www.public.com/motleyfool  Companies discussed: WMT, COST, PMI, MO, TPB Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Christine Benz Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1890</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Netflix: Show Me the Ad Money</title><link>https://www.spreaker.com/episode/netflix-show-me-the-ad-money--75712179</link><description><![CDATA[Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.  (00:15) Seth Jayson and Dylan Lewis discuss: - Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter. - Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry. - Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.  (14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.  Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH  Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial.  Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">c015de6a-9802-11ef-b6c1-efd7cd234575</guid><pubDate>Mon, 18 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712179/arml7778228790.mp3" length="39994612" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.  (00:15) Seth Jayson and Dylan Lewis discuss:...</itunes:subtitle><itunes:summary><![CDATA[Over 60 million households tuned in to Tyson vs. Paul – Netflix’s first livestreamed sports event – we unpack what went well, what didn’t, and how it fits into the company’s new hybrid monetization model.  (00:15) Seth Jayson and Dylan Lewis discuss: - Netflix’s foray into live sports with the Paul vs. Tyson fight, how technical issues didn’t prevent the audience numbers from hitting staggering levels, and what to watch for as the streamer goes deeper into live this winter. - Spirit Airlines’ widely anticipated bankruptcy and how it’s a reminder of how quickly fates can change in the airline industry. - Apple’s rumored “AI Wall Tablet” and why it seems like an odd entry into artificial intelligence and the smart home market.  (14:44) Coming up luxury stocks have taken a dip – Mary Long and analyst Asit Sharma check in on LVMH and some of the other big brands commanding big bucks.  Companies discussed: NFLX, DIS, SAVE, JBLU, AAPL, LVMH  Visit our sponsor: www.1password.com/MOTLEYFOOL for a two-week trial.  Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Asit Sharma Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1655</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Charles Duhigg on How Silicon Valley Learned to Lobby</title><link>https://www.spreaker.com/episode/charles-duhigg-on-how-silicon-valley-learned-to-lobby--75712163</link><description><![CDATA[Campaign contributions are just table stakes for companies trying to make legislation in their favor.   Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:   - How Airbnb mobilized voters in San Francisco. - The battle to regulate artificial intelligence. - How the crypto industry is building political power.  Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster   Companies discussed: MSFT, ABNB, COIN  Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Tim Sparks, Austin Morgan]]></description><guid isPermaLink="false">c05840ca-9802-11ef-b6c1-670fabd68459</guid><pubDate>Sun, 17 Nov 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712163/arml5882253136.mp3" length="42117030" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Campaign contributions are just table stakes for companies trying to make legislation in their favor.   Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg...</itunes:subtitle><itunes:summary><![CDATA[Campaign contributions are just table stakes for companies trying to make legislation in their favor.   Charles Duhigg is a Pulitzer Prize winning journalist, and the author of Supercommunicators and The Power of Habit. Mary Long caught up with Duhigg to talk about his latest article in The New Yorker. They discuss:   - How Airbnb mobilized voters in San Francisco. - The battle to regulate artificial intelligence. - How the crypto industry is building political power.  Check out Duhigg’s article on lobbying in Silicon Valley: https://www.newyorker.com/magazine/2024/10/14/silicon-valley-the-new-lobbying-monster   Companies discussed: MSFT, ABNB, COIN  Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Tim Sparks, Austin Morgan]]></itunes:summary><itunes:duration>1743</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Valuation 101</title><link>https://www.spreaker.com/episode/valuation-101--75712162</link><description><![CDATA[Price matters. But how do you build a case for what the right price is?   Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss: - How to put P/E ratios in context – and how to look beyond that metric.  - Levers Walmart could pull to double its earnings. - Growth stories for Netflix that go beyond subscriber count.   Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX  Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">bec73e3c-9802-11ef-b6c1-f78688b17711</guid><pubDate>Sat, 16 Nov 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712162/arml5409693222.mp3" length="54624633" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Price matters. But how do you build a case for what the right price is?   Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value...</itunes:subtitle><itunes:summary><![CDATA[Price matters. But how do you build a case for what the right price is?   Patrick Badolato is a Professor of Accounting at the University of Texas at Austin McCombs School of Business. He joined Ricky Mulvey for a conversation about how to value companies. They also discuss: - How to put P/E ratios in context – and how to look beyond that metric.  - Levers Walmart could pull to double its earnings. - Growth stories for Netflix that go beyond subscriber count.   Companies discussed: NFLX, LULU, TSMC, WMT, NVDA, NFLX, IMAX  Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2265</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Subscribers Drive Spotify and Disney</title><link>https://www.spreaker.com/episode/subscribers-drive-spotify-and-disney--75712202</link><description><![CDATA[It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.   (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.  - Why Cava and Instacart are both taking a breather post-earnings  - How the macro environment and housing market continues to weigh on activity for Home Depot.  (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.  (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.  Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool  Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA  Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl]]></description><guid isPermaLink="false">bef9ae80-9802-11ef-b6c1-5f57902cde46</guid><pubDate>Fri, 15 Nov 2024 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712202/arml1883406870.mp3" length="59344382" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.   (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound...</itunes:subtitle><itunes:summary><![CDATA[It’s that magical time of year before the holidays where you still have time to catch up on retirement contributions for 2024 and get yourself ready for the new year ahead.   (00:15) Andy Cross and Matt Argersinger discuss: - Disney’s newfound strength at the box office and in streaming, Spotify’s subscription strength and advertising opportunity, and Shopify’s return to its winning ways.  - Why Cava and Instacart are both taking a breather post-earnings  - How the macro environment and housing market continues to weigh on activity for Home Depot.  (19:04) Robert Brokamp runs through the key numbers investors need to know for their 401ks and IRAs for 2025 and the outlook for taxes and Social Security.  (34:35) Andy and Matt break down two stocks on their radar: Nike and Papa John’s.  Learn more about the Range Rover Sport at www.landroverusa.com and Get 15% off the Amazfit T-Rex 3 at us.amazefit.com/Fool  Stocks discussed: DIS, SPOT, SHOP, CAVA, CART, HD, NKE, PZZA  Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Robert Brokamp Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2461</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is ESPN Undisruptable?</title><link>https://www.spreaker.com/episode/is-espn-undisruptable--75712060</link><description><![CDATA[The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. - The future of ESPN. - Amazon’s new discount shopping venture, Haul. Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.  Sign up for Breakfast News: breakfast.fool.com  Companies discussed: DIS, AMZN, RKLB  Visit our sponsor: www.vanta.com/fool  Host: Ricky Mulvey Guests: Jason Moser, Yasser El-Shimy Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">bf3d86dc-9802-11ef-b6c1-4b36e769ff31</guid><pubDate>Thu, 14 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712060/arml9970539845.mp3" length="44118015" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. - The future of ESPN. - Amazon’s new discount shopping venture, Haul. Then, (17:36)...</itunes:subtitle><itunes:summary><![CDATA[The future is growing brighter, and more efficient, for the entertainment giant. (00:13) Jason Moser and Ricky Mulvey discuss: - Highlights from Disney’s quarter. - The future of ESPN. - Amazon’s new discount shopping venture, Haul. Then, (17:36) Motley Fool Senior Analyst Yasser El-Shimy joins Ricky for a look at Rocket Lab, why investors are getting “euphoric” about the company and risks to watch.  Sign up for Breakfast News: breakfast.fool.com  Companies discussed: DIS, AMZN, RKLB  Visit our sponsor: www.vanta.com/fool  Host: Ricky Mulvey Guests: Jason Moser, Yasser El-Shimy Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1827</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>1 Restaurant = $51 Million</title><link>https://www.spreaker.com/episode/1-restaurant-51-million--75712186</link><description><![CDATA[Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss: - The difficulties in valuing Cava. - Why the fast casual restaurant doesn’t want to lean too far into digital channels. - How Toast is able to keep growing despite macro headwinds. Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX Host: Mary Long Guests: Tim Beyers, Rick Munarriz Engineers: Rick Engdahl]]></description><guid isPermaLink="false">f550f19c-a206-11ef-9044-8383352f9aef</guid><pubDate>Wed, 13 Nov 2024 21:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712186/arml4489211788.mp3" length="47274711" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss: - The difficulties in valuing Cava. - Why the fast casual restaurant doesn’t want to lean too far into digital...</itunes:subtitle><itunes:summary><![CDATA[Cava stock is up nearly 270% since the start of the year. Does its valuation make any sense? (00:13) Tim Beyers and Mary Long discuss: - The difficulties in valuing Cava. - Why the fast casual restaurant doesn’t want to lean too far into digital channels. - How Toast is able to keep growing despite macro headwinds. Then, (17:40) Fool Contributor Rick Munarriz joins to check in on movie theater stocks, and to discuss what a $2.2 billion industry-wide renovation plan might mean for moviegoers.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: CAVA, CMG, WING, DPZ, TOST, CMK, MKS, AMC, IMAX Host: Mary Long Guests: Tim Beyers, Rick Munarriz Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1958</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Shopify’s Comeback Story</title><link>https://www.spreaker.com/episode/shopify-s-comeback-story--75712006</link><description><![CDATA[The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s latest results. - An automotive supplier that can provide a ballast for portfolios. - Why excitement about the market right now isn’t quite a mania. Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection.  Got a question for the show? Email us at podcasts@fool.com.  Companies/tickers discussed: SHOP, ALV, RCL  Visit our sponsor at www.public.com/motleyfool  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineer: Rick Engdahl  Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more]]></description><guid isPermaLink="false">f454890c-a125-11ef-9306-8f35aa69d88d</guid><pubDate>Tue, 12 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712006/arml9508703055.mp3" length="45656413" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s latest results. - An automotive supplier that can provide a ballast for portfolios. - Why...</itunes:subtitle><itunes:summary><![CDATA[The e-commerce giant is proving that growth can forgive past valuation sins. (00:26) Jim Gillies and Ricky Mulvey discuss: - Why investors are cheering Shopify’s latest results. - An automotive supplier that can provide a ballast for portfolios. - Why excitement about the market right now isn’t quite a mania. Then, (16:24) Alison Southwick and Robert Brokamp answer listener questions about allocation, gifting to kids, and ETFs with downside protection.  Got a question for the show? Email us at podcasts@fool.com.  Companies/tickers discussed: SHOP, ALV, RCL  Visit our sponsor at www.public.com/motleyfool  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineer: Rick Engdahl  Public.com disclosure: A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule. Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more]]></itunes:summary><itunes:duration>1891</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Antidote to Euphoria? Normal.</title><link>https://www.spreaker.com/episode/the-antidote-to-euphoria-normal--75711994</link><description><![CDATA[When companies or crypto go parabolic, force yourself to think: what does normal look like?   (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.  - Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.  (19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.   Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META  Host: Dylan Lewis Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo Engineers: Dez Jones, Rick Engdahl]]></description><guid isPermaLink="false">6a40780e-a06f-11ef-bdc7-bf572eb8cd9a</guid><pubDate>Mon, 11 Nov 2024 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711994/arml2132652299.mp3" length="49486097" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When companies or crypto go parabolic, force yourself to think: what does normal look like?   (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations...</itunes:subtitle><itunes:summary><![CDATA[When companies or crypto go parabolic, force yourself to think: what does normal look like?   (00:13) Tim Beyers and Dylan Lewis discuss: - Bitcoin blowing past $800 and setting fresh all-time highs, and how investors should manage the expectations being built into crypto and companies like Robinhood and Coinbase.  - Axon also feeling the euphoria – up 40% post-earnings – and why the company’s recurring revenue and potential new businesses help it live up to its big valuation.  (19:14) Motley Fool Analyst Sanmeet Deo joins Ricky Mulvey to check in on another 2024 highflyer – Reddit – and why the company’s data is a treasure trove of data for large language models.   Companies discussed: BTC, HOOD, COIN, AXON, RDDT, META  Host: Dylan Lewis Guests: Tim Beyers, RIcky Mulvey, Sanmett Deo Engineers: Dez Jones, Rick Engdahl]]></itunes:summary><itunes:duration>2051</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“Pretty soon we’ll all be trillionaires, or whatever.”</title><link>https://www.spreaker.com/episode/pretty-soon-we-ll-all-be-trillionaires-or-whatever--75712072</link><description><![CDATA[While the storylines in crypto have gone quieter, coin prices have not.  Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about: - The most genuine argument for crypto adoption. - Why more politicians have warmed up to the space. - What you have to believe, to be a Bitcoin maximalist. - A shoestring crypto operation that’s more profitable than Nike.  Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT  Host: Mary Long Guest: Zeke Faux Producer: Ricky Mulvey Engineer: Desireé Jones]]></description><guid isPermaLink="false">c047bca0-9802-11ef-b6c1-c7b915781fb8</guid><pubDate>Sun, 10 Nov 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712072/arml4414016658.mp3" length="41626325" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>While the storylines in crypto have gone quieter, coin prices have not.  Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about: - The most genuine argument for...</itunes:subtitle><itunes:summary><![CDATA[While the storylines in crypto have gone quieter, coin prices have not.  Zeke Faux is the author of “Number Go Up: Inside Crypto's Wild Rise and Staggering Fall”. Mary Long caught up with Faux for a conversation about: - The most genuine argument for crypto adoption. - Why more politicians have warmed up to the space. - What you have to believe, to be a Bitcoin maximalist. - A shoestring crypto operation that’s more profitable than Nike.  Coins discussed: BTC, SOL, ETH, DOGE, WIF, USDT  Host: Mary Long Guest: Zeke Faux Producer: Ricky Mulvey Engineer: Desireé Jones]]></itunes:summary><itunes:duration>1723</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s Exciting About Superintelligence?</title><link>https://www.spreaker.com/episode/what-s-exciting-about-superintelligence--75712025</link><description><![CDATA[Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.  They discuss: - If building general intelligence is a winner-take-all game. - How AI advancements could develop in the next decade. - Lingering questions and worries about the future of superintelligence.   Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here.   Companies mentioned: MSFT, GOOG, GOOGL, TSM, META  Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Desireé Jones]]></description><guid isPermaLink="false">beb65c98-9802-11ef-b6c1-a7a25481c2d7</guid><pubDate>Sat, 09 Nov 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712025/arml7732179037.mp3" length="38875609" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool...</itunes:subtitle><itunes:summary><![CDATA[Diseases become easier to solve. Bureaucracy is simplified. But what will work look like? OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.  They discuss: - If building general intelligence is a winner-take-all game. - How AI advancements could develop in the next decade. - Lingering questions and worries about the future of superintelligence.   Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here.   Companies mentioned: MSFT, GOOG, GOOGL, TSM, META  Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Desireé Jones]]></itunes:summary><itunes:duration>1608</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Election, The Fed, and What’s Next</title><link>https://www.spreaker.com/episode/the-election-the-fed-and-what-s-next--75712141</link><description><![CDATA[The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.   (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration.  - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir?  - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.  (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.  (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.  Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl]]></description><guid isPermaLink="false">c21f23c4-9e15-11ef-a5af-9b67fb717eca</guid><pubDate>Fri, 08 Nov 2024 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712141/arml9298719811.mp3" length="58559082" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.   (00:40) Jason Moser and...</itunes:subtitle><itunes:summary><![CDATA[The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk.   (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration.  - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir?  - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.  (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.  (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.  Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2428</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Two Growth Stocks Hit a Snag</title><link>https://www.spreaker.com/episode/two-growth-stocks-hit-a-snag--75712058</link><description><![CDATA[Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre and Celsius. - The difficult market for energy drink makers. - Schwab opening up 24 hour trading for stocks.  Companies discussed: MELI, CELH, MNST, SCHW  Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL  Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">aeed5e5a-9d3a-11ef-813c-930dbfc33d48</guid><pubDate>Thu, 07 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712058/arml5536366438.mp3" length="32171328" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre and Celsius. - The difficult market for energy drink makers. - Schwab opening up 24...</itunes:subtitle><itunes:summary><![CDATA[Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil. (00:21) Bill Mann and Ricky Mulvey discuss: - Earnings from MercadoLibre and Celsius. - The difficult market for energy drink makers. - Schwab opening up 24 hour trading for stocks.  Companies discussed: MELI, CELH, MNST, SCHW  Get a two week free trial of 1Password at www.1password.com/MOTLEYFOOL  Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1329</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Markets Love Certainty</title><link>https://www.spreaker.com/episode/markets-love-certainty--75711983</link><description><![CDATA[Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.    (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.  - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.   Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO  Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">599c7c4a-9c88-11ef-a6d6-1f2b7132c803</guid><pubDate>Wed, 06 Nov 2024 21:46:19 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711983/arml9453353603.mp3" length="35110203" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.    (00:20) Asit Sharma and Dylan Lewis discuss: - The...</itunes:subtitle><itunes:summary><![CDATA[Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.    (00:20) Asit Sharma and Dylan Lewis discuss: - The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies. - Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange. - Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon.  - Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound.   Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO  Host: Dylan Lewis Guests: Asit Sharma Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1451</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Smart Money ≠ High Returns</title><link>https://www.spreaker.com/episode/smart-money-high-returns--75712115</link><description><![CDATA[A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir’s impressive results. - Harvard’s “just ok” endowment returns. - Why individuals have advantages over institutional investors. - Stories causing them to be rationally optimistic.  Companies discussed: PLTR, ACN, CTSH, VRTX Host: Ricky Mulvey Guest: David Meier Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">2cf8ef8e-9bb6-11ef-9070-4bf5cde54ad1</guid><pubDate>Tue, 05 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712115/arml2172015814.mp3" length="42113158" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir’s impressive results. - Harvard’s “just ok” endowment returns. - Why...</itunes:subtitle><itunes:summary><![CDATA[A red hot software company is continuing to impress investors. (00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss: - Palantir’s impressive results. - Harvard’s “just ok” endowment returns. - Why individuals have advantages over institutional investors. - Stories causing them to be rationally optimistic.  Companies discussed: PLTR, ACN, CTSH, VRTX Host: Ricky Mulvey Guest: David Meier Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1743</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Breaking Down Berkshire Earnings</title><link>https://www.spreaker.com/episode/breaking-down-berkshire-earnings--75712071</link><description><![CDATA[There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary Long discuss: - What to make of Berkshire’s latest sells. - Turnaround ideas for TGI Friday’s. - Uber’s expanding network.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">804ef552-9ae4-11ef-acce-a7bc17f5c580</guid><pubDate>Mon, 04 Nov 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712071/arml7433132942.mp3" length="38578586" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary Long discuss: - What to make of Berkshire’s latest sells. - Turnaround ideas for TGI Friday’s. - Uber’s expanding network....</itunes:subtitle><itunes:summary><![CDATA[There are a lot of billions on that balance sheet. What might Buffett want to do with all of it? (00:21) Jason Moser and Mary Long discuss: - What to make of Berkshire’s latest sells. - Turnaround ideas for TGI Friday’s. - Uber’s expanding network.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1596</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sweetgreen Cofounder on Infinite Kitchens and Food Innovation</title><link>https://www.spreaker.com/episode/sweetgreen-cofounder-on-infinite-kitchens-and-food-innovation--75712024</link><description><![CDATA[Some companies drop new products. sweetgreen drops new vegetables.   Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about:   - The future of automation and eating. - Creating an “Apple-like” retail experience at a restaurant. - sweetgreen’s balance between value and growing to become profitable.  Companies discussed: SG  Host: Mary Long Guest: Nicolas Jammet Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton]]></description><guid isPermaLink="false">169793b2-97ba-11ef-98f8-cbfbffa7066d</guid><pubDate>Sun, 03 Nov 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712024/arml2821065385.mp3" length="42074406" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Some companies drop new products. sweetgreen drops new vegetables.   Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation...</itunes:subtitle><itunes:summary><![CDATA[Some companies drop new products. sweetgreen drops new vegetables.   Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about:   - The future of automation and eating. - Creating an “Apple-like” retail experience at a restaurant. - sweetgreen’s balance between value and growing to become profitable.  Companies discussed: SG  Host: Mary Long Guest: Nicolas Jammet Producer: Ricky Mulvey Engineers: Tim Sparks, Heather Horton]]></itunes:summary><itunes:duration>1742</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stocks To Buy No Matter Who Is President</title><link>https://www.spreaker.com/episode/stocks-to-buy-no-matter-who-is-president--75712015</link><description><![CDATA[When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.   Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:  What to do when you’re on edge – about investments and life.  Whether politics matter in investing.  Stocks they’re buying regardless of who’s in the White House.   The note by Tom Engle that is read at the end of the show is also available here.   Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC Host: Ricky Mulvey Guest: Alicia Alfiere, Matt Argersinger Producer: Mary Long Engineers: Desiree Jones, Rick Engdahl]]></description><guid isPermaLink="false">bea5c2fc-9802-11ef-b6c1-db267bb8e826</guid><pubDate>Sat, 02 Nov 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712015/arml7698490081.mp3" length="35638748" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.   Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:  What to do when you’re on edge – about investments and life....</itunes:subtitle><itunes:summary><![CDATA[When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying.   Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:  What to do when you’re on edge – about investments and life.  Whether politics matter in investing.  Stocks they’re buying regardless of who’s in the White House.   The note by Tom Engle that is read at the end of the show is also available here.   Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC Host: Ricky Mulvey Guest: Alicia Alfiere, Matt Argersinger Producer: Mary Long Engineers: Desiree Jones, Rick Engdahl]]></itunes:summary><itunes:duration>1474</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech's AI Spending Spree</title><link>https://www.spreaker.com/episode/big-tech-s-ai-spending-spree--75712044</link><description><![CDATA[Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.   (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend. - Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.   - Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.  (19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week.   (34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.  Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI. Host: Dylan Lewis Guests: Bill Mann, Matt Argersinger, David Gardner Engineers: Rick Engdahl]]></description><guid isPermaLink="false">6a28acb0-988b-11ef-9ec6-6b23d545bf37</guid><pubDate>Fri, 01 Nov 2024 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712044/arml5741108815.mp3" length="58546252" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.   (00:42) Bill Mann and Matt Argersinger...</itunes:subtitle><itunes:summary><![CDATA[Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go.   (00:42) Bill Mann and Matt Argersinger discuss: - How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend. - Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.   - Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.  (19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week.   (34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.  Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI. Host: Dylan Lewis Guests: Bill Mann, Matt Argersinger, David Gardner Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>2428</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Overlooked, Obscure, and... Undervalued?</title><link>https://www.spreaker.com/episode/the-overlooked-obscure-and-undervalued--75712200</link><description><![CDATA[If you want to find market-beating stocks, sometimes you have to go where few others are. (00:15) Jim Gillies and Ricky Mulvey discuss: - Why the market may be overreacting to Boot Barn’s CEO departure. - A niche-grocer that’s seen its stock 2x in the past year. - Finding “growth at a reasonable price.” Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.  Companies discussed: BOOT, SFM, AER, HSY Host: Ricky Mulvey Guests: Jim Gillies, Larry the Werewolf Producer: Mary Long Engineers: Rick Engdahl, Austin Morgan]]></description><guid isPermaLink="false">b01eec5c-97b4-11ef-85c6-53854cdfa933</guid><pubDate>Thu, 31 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712200/arml7732361160.mp3" length="35338773" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you want to find market-beating stocks, sometimes you have to go where few others are. (00:15) Jim Gillies and Ricky Mulvey discuss: - Why the market may be overreacting to Boot Barn’s CEO departure. - A niche-grocer that’s seen its stock 2x in the...</itunes:subtitle><itunes:summary><![CDATA[If you want to find market-beating stocks, sometimes you have to go where few others are. (00:15) Jim Gillies and Ricky Mulvey discuss: - Why the market may be overreacting to Boot Barn’s CEO departure. - A niche-grocer that’s seen its stock 2x in the past year. - Finding “growth at a reasonable price.” Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.  Companies discussed: BOOT, SFM, AER, HSY Host: Ricky Mulvey Guests: Jim Gillies, Larry the Werewolf Producer: Mary Long Engineers: Rick Engdahl, Austin Morgan]]></itunes:summary><itunes:duration>1461</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Golf Clap for Google</title><link>https://www.spreaker.com/episode/a-golf-clap-for-google--75711995</link><description><![CDATA[The company’s cloud segment just got A LOT more efficient. (00:21) Tim Beyers and Mary Long discuss: - The transition from “search engines” to “answer engines.” - Google’s fast-improving position within the cloud computing market. - Lessons learned from SuperMicro’s steep rise and sharp fall. Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE Host: Mary Long Guests: Tim Beyers, Bill Mann, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones]]></description><guid isPermaLink="false">efb5b9b6-96e9-11ef-b950-47e9bae5a4f8</guid><pubDate>Wed, 30 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711995/arml4274235244.mp3" length="45731669" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The company’s cloud segment just got A LOT more efficient. (00:21) Tim Beyers and Mary Long discuss: - The transition from “search engines” to “answer engines.” - Google’s fast-improving position within the cloud computing market. - Lessons learned...</itunes:subtitle><itunes:summary><![CDATA[The company’s cloud segment just got A LOT more efficient. (00:21) Tim Beyers and Mary Long discuss: - The transition from “search engines” to “answer engines.” - Google’s fast-improving position within the cloud computing market. - Lessons learned from SuperMicro’s steep rise and sharp fall. Then, (16:14) Ricky Mulvey and Bill Mann take a look at retail cycles and an investment idea that came about from coat shopping.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: GOOG, GOOGL, MSFT, AMZN, SMCI, FRCOY, IDEXY, HNNMY, COST, NKE Host: Mary Long Guests: Tim Beyers, Bill Mann, Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones]]></itunes:summary><itunes:duration>1894</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>PayPal Looks Beyond Payments</title><link>https://www.spreaker.com/episode/paypal-looks-beyond-payments--75711992</link><description><![CDATA[It’s not just a payments company. (00:34) Jason Moser and Ricky Mulvey discuss: - PayPal’s move to become a commerce platform, and how it’s impacting the business. - What’s next for Venmo. - McDonald’s traffic problems. Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.  Visit our sponsor at www.landroverusa.com  Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">f9fe6ba0-9628-11ef-a26f-af855410285e</guid><pubDate>Tue, 29 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711992/arml3527179996.mp3" length="46343449" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s not just a payments company. (00:34) Jason Moser and Ricky Mulvey discuss: - PayPal’s move to become a commerce platform, and how it’s impacting the business. - What’s next for Venmo. - McDonald’s traffic problems. Then, (16:35) Robert Brokamp...</itunes:subtitle><itunes:summary><![CDATA[It’s not just a payments company. (00:34) Jason Moser and Ricky Mulvey discuss: - PayPal’s move to become a commerce platform, and how it’s impacting the business. - What’s next for Venmo. - McDonald’s traffic problems. Then, (16:35) Robert Brokamp and Motley Fool Senior Analyst Buck Hartzell finish their series on Berkshire Hathaway, and discuss some lesser-known names trying to follow Berkshire’s path.  Visit our sponsor at www.landroverusa.com  Companies discussed: PYPL, MCD, BRK.A, BRK.B, MRK, OTC: CNSWF Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1920</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Boeing, Election Betting, Expanded Options</title><link>https://www.spreaker.com/episode/boeing-election-betting-expanded-options--75711986</link><description><![CDATA[Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat. (00:21) Asit Sharma and Dylan Lewis discuss: - Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue. - The CFPBs “open banking” push and what it means for consumers and banks.   - Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business.  (16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.  Visit our sponsor at www.landroverusa.com  Companies discussed: HOOD, BA, CVNA Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Yasser El-Shimy  Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">c79f3828-956b-11ef-a6e4-37cb2d16f898</guid><pubDate>Mon, 28 Oct 2024 20:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711986/arml5227168142.mp3" length="42681082" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat. (00:21) Asit Sharma and Dylan Lewis discuss: - Robinhood’s venture into the event derivative market and why it’s no surprise...</itunes:subtitle><itunes:summary><![CDATA[Today we’re digging into financial regulations, advanced financial instruments, and the financing Boeing needs to stay afloat. (00:21) Asit Sharma and Dylan Lewis discuss: - Robinhood’s venture into the event derivative market and why it’s no surprise to see the brokerage venture further into advanced and more speculative trading to drive transaction revenue. - The CFPBs “open banking” push and what it means for consumers and banks.   - Boeing’s plan to issue $19B in shares to pad the balance sheet and navigate a tough time for its business.  (16:32) Carvana stock has been on a wild ride Fool Analyst Yasser el-Shimy joins Mary Long to discuss why so many investors have bet against Carvana, and how that bet has played out.  Visit our sponsor at www.landroverusa.com  Companies discussed: HOOD, BA, CVNA Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Yasser El-Shimy  Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>1767</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Activision Blizzard: What Microsoft Got for $69 Billion</title><link>https://www.spreaker.com/episode/activision-blizzard-what-microsoft-got-for-69-billion--75712074</link><description><![CDATA[Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.  Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:  - The magic that made Blizzard Entertainment. - The state of the video game industry. - Why Grand Theft Auto VI is taking so long to develop.  Companies discussed: MSFT, TTWO, OTC: NTDOY  Host: Ricky Mulvey Guest: Jason Schreier Producer: Mary Long Engineer: Desireé Jones]]></description><guid isPermaLink="false">a4375062-3fc8-11ef-b18e-33601f2d5768</guid><pubDate>Sat, 26 Oct 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712074/arml9384080037.mp3" length="53259527" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.  Jason...</itunes:subtitle><itunes:summary><![CDATA[Last year, Microsoft closed its takeover of Activision Blizzard, the maker of Warcraft, Call of Duty, and Candy Crush. In the months that followed, interest rates rose, expectations changed, and Microsoft Gaming eliminated 8% of its workforce.  Jason Schreier is the author of Play Nice: The Rise, Fall, and Future of Blizzard Entertainment and a reporter at Bloomberg. Schreier joined Ricky Mulvey for a conversation about:  - The magic that made Blizzard Entertainment. - The state of the video game industry. - Why Grand Theft Auto VI is taking so long to develop.  Companies discussed: MSFT, TTWO, OTC: NTDOY  Host: Ricky Mulvey Guest: Jason Schreier Producer: Mary Long Engineer: Desireé Jones]]></itunes:summary><itunes:duration>2208</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Great Cacao Shortage</title><link>https://www.spreaker.com/episode/the-great-cacao-shortage--75712157</link><description><![CDATA[Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.  (00:44) Ron Gross and Jason Moser discuss: - Tesla’s return to growth expectations and positive returns for investors in 2024. - How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger.  - Earnings from UPS and Coke, and McDonald’s E.Coli issues. (19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st. (35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.  Visit our sponsor at www.landroverusa.com  Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY Host: Dylan Lewis Guests: Jason Moser, Ron Gross Engineers: Rick Engdahl ]]></description><guid isPermaLink="false">f7edb028-930d-11ef-b157-0b5f65b931bf</guid><pubDate>Fri, 25 Oct 2024 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712157/arml1844875389.mp3" length="58823962" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.  (00:44) Ron Gross and Jason Moser discuss: - Tesla’s return to growth expectations and positive returns for investors in 2024. - How...</itunes:subtitle><itunes:summary><![CDATA[Odds are this Halloween you’ll see less chocolate being handed out at houses and when you open up a candy bar.  (00:44) Ron Gross and Jason Moser discuss: - Tesla’s return to growth expectations and positive returns for investors in 2024. - How Southwest and American Airlines are trying to rally from an oversupplied air travel market, and Disney’s succession plans for moving on from Bob Iger.  - Earnings from UPS and Coke, and McDonald’s E.Coli issues. (19:03) Get ready for Halloween! We preview how cocoa production and the commodities market are shaping what houses will be giving out this October 31st. (35:15) Ron and Jason break down two stocks on their radar: Compass Minerals and Remitly.  Visit our sponsor at www.landroverusa.com  Stocks discussed: TSLA, LUV, AAL, DIS, UPS, KO, MCD, HSY, CMP, RELY Host: Dylan Lewis Guests: Jason Moser, Ron Gross Engineers: Rick Engdahl ]]></itunes:summary><itunes:duration>2440</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla: Full Self-Driving is Safer than Humans</title><link>https://www.spreaker.com/episode/tesla-full-self-driving-is-safer-than-humans--75712045</link><description><![CDATA[In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles. (00:21) David Meier and Ricky Mulvey discuss: - Tesla returning to growth. - Expectations for full self driving and humanoid robots. - Peloton’s deal with Costco. Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library.  Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media Companies discussed: TSLA, PTON, ESRT Host: Ricky Mulvey Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser Producer: Dylan Lewis Engineer: Rick Engdahl]]></description><guid isPermaLink="false">19542b26-9240-11ef-abc1-f73ab1ed4adc</guid><pubDate>Thu, 24 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712045/arml3116076527.mp3" length="39383903" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles. (00:21) David Meier and Ricky Mulvey discuss: - Tesla returning to growth. -...</itunes:subtitle><itunes:summary><![CDATA[In the EV maker’s latest vehicle safety report, autopilot showed one crash for every 7 million miles driven. The U.S. average is one crash for every 700,000 miles. (00:21) David Meier and Ricky Mulvey discuss: - Tesla returning to growth. - Expectations for full self driving and humanoid robots. - Peloton’s deal with Costco. Then, (15:39) Anand Chokkavelu hosts Matt Frankel and Jason Moser on Scoreboard covering Empire State Realty Trust. Scoreboard is available to members of any Motley Fool service at 7:00 pm ET on Motley Fool Live, or any time in the video library.  Motley Fool video library: https://www.fool.com/premium/news-and-analysis/media Companies discussed: TSLA, PTON, ESRT Host: Ricky Mulvey Guests: David Meier, Anand Chokkavelu, Matt Frankel, Jason Moser Producer: Dylan Lewis Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1630</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Starbucks Goes Back to Basics</title><link>https://www.spreaker.com/episode/starbucks-goes-back-to-basics--75712166</link><description><![CDATA[The coffee chain drops some bad news early, while General Motors takes a victory lap. (00:21) Kirsten Guerra and Mary Long discuss: - Starbucks’ bitter earnings - Brian Niccols’ barista-focused turnaround plan - Surprising beats from an old automaker Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business.  Visit our sponsor at www.landroverusa.com  Companies discussed: SBUX, GM, CART Host: Mary Long Guests: Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">c98ab888-9174-11ef-bc68-a7df35350273</guid><pubDate>Wed, 23 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712166/arml4123296024.mp3" length="42707133" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The coffee chain drops some bad news early, while General Motors takes a victory lap. (00:21) Kirsten Guerra and Mary Long discuss: - Starbucks’ bitter earnings - Brian Niccols’ barista-focused turnaround plan - Surprising beats from an old automaker...</itunes:subtitle><itunes:summary><![CDATA[The coffee chain drops some bad news early, while General Motors takes a victory lap. (00:21) Kirsten Guerra and Mary Long discuss: - Starbucks’ bitter earnings - Brian Niccols’ barista-focused turnaround plan - Surprising beats from an old automaker Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business.  Visit our sponsor at www.landroverusa.com  Companies discussed: SBUX, GM, CART Host: Mary Long Guests: Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1768</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Do You Need a New Phone?</title><link>https://www.spreaker.com/episode/do-you-need-a-new-phone--75712038</link><description><![CDATA[The answer is probably no, and that’s impacting telecom companies.  (00:21) Ricky Mulvey and Tim Beyers discuss:  - What a longer hardware upgrade cycle means for Verizon. - If this delay could impact the PC market, and electronics retailer Best Buy. - Major League Soccer’s record regular season. - YouTube’s advantages for streaming sports.  Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell.  Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B  Host: Ricky Mulvey Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Desireé Jones, Rick Engdahl]]></description><guid isPermaLink="false">a4086de2-3fc8-11ef-b18e-2bb1f53a6ad3</guid><pubDate>Tue, 22 Oct 2024 20:03:40 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712038/arml1672672270.mp3" length="46756834" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The answer is probably no, and that’s impacting telecom companies.  (00:21) Ricky Mulvey and Tim Beyers discuss:  - What a longer hardware upgrade cycle means for Verizon. - If this delay could impact the PC market, and electronics retailer Best Buy....</itunes:subtitle><itunes:summary><![CDATA[The answer is probably no, and that’s impacting telecom companies.  (00:21) Ricky Mulvey and Tim Beyers discuss:  - What a longer hardware upgrade cycle means for Verizon. - If this delay could impact the PC market, and electronics retailer Best Buy. - Major League Soccer’s record regular season. - YouTube’s advantages for streaming sports.  Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell.  Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B  Host: Ricky Mulvey Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Desireé Jones, Rick Engdahl]]></itunes:summary><itunes:duration>1937</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Doomers vs. Dollar-Cost Averaging</title><link>https://www.spreaker.com/episode/doomers-vs-dollar-cost-averaging--75712030</link><description><![CDATA[When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.    (00:22) Jason Moser and Dylan Lewis discuss: - Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&amp;P 500 concentration.  - What investors can learn from someone focused on tail-risk hedging. - The peace of mind hedges investors can put in place for their own portfolios   (19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time.   Visit our sponsor at www.landroverusa.com  Companies discussed: AAPL, MSFT, NVDA, SONO Host: Dylan Lewis Guests: Jason Moser, Mary Long, Asit Sharma Producer: Mary Long Engineers: RIck Engdahl]]></description><guid isPermaLink="false">8c2270dc-8fe7-11ef-9def-b7139cb4f78d</guid><pubDate>Mon, 21 Oct 2024 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712030/arml2843741900.mp3" length="47541468" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.    (00:22) Jason Moser and Dylan Lewis discuss: - Nassim Taleb’s recent calls for a market drop and why he’s focused on...</itunes:subtitle><itunes:summary><![CDATA[When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.    (00:22) Jason Moser and Dylan Lewis discuss: - Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&amp;P 500 concentration.  - What investors can learn from someone focused on tail-risk hedging. - The peace of mind hedges investors can put in place for their own portfolios   (19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time.   Visit our sponsor at www.landroverusa.com  Companies discussed: AAPL, MSFT, NVDA, SONO Host: Dylan Lewis Guests: Jason Moser, Mary Long, Asit Sharma Producer: Mary Long Engineers: RIck Engdahl]]></itunes:summary><itunes:duration>1969</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Rise and Fall of Victoria’s Secret</title><link>https://www.spreaker.com/episode/the-rise-and-fall-of-victoria-s-secret--75712001</link><description><![CDATA[When a retailer falls, it falls quickly.  Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.” - What Les Wexner understood about American consumers. - The new competition for Victoria’s Secret. - Lessons for retailers from Abercrombie &amp; Fitch.  Companies discussed: VSCO, ANF  Host: Mary Long Guests: Lauren Sherman, Chantal Fernandez Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">6d0766ac-8caa-11ef-93eb-2b4344f39225</guid><pubDate>Sun, 20 Oct 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712001/arml4654168047.mp3" length="37715779" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When a retailer falls, it falls quickly.  Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.” - What Les Wexner understood about American consumers. - The new competition for...</itunes:subtitle><itunes:summary><![CDATA[When a retailer falls, it falls quickly.  Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.” - What Les Wexner understood about American consumers. - The new competition for Victoria’s Secret. - Lessons for retailers from Abercrombie &amp; Fitch.  Companies discussed: VSCO, ANF  Host: Mary Long Guests: Lauren Sherman, Chantal Fernandez Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1560</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stocks as FOMO Insurance</title><link>https://www.spreaker.com/episode/stocks-as-fomo-insurance--75712132</link><description><![CDATA[Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?   Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:  What we can learn from King Charles’ portfolio.   The math of winners vs. losers.  How to think about expected value.   Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY  Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks, Austin Morgan]]></description><guid isPermaLink="false">a3d8fc38-3fc8-11ef-b18e-13444077b2ea</guid><pubDate>Sat, 19 Oct 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712132/arml1616325246.mp3" length="47296802" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?   Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on...</itunes:subtitle><itunes:summary><![CDATA[Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?   Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:  What we can learn from King Charles’ portfolio.   The math of winners vs. losers.  How to think about expected value.   Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY  Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks, Austin Morgan]]></itunes:summary><itunes:duration>1959</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Chips are Down (and Up!)</title><link>https://www.spreaker.com/episode/the-chips-are-down-and-up--75712167</link><description><![CDATA[Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?   (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market. - Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.  - Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.  (19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&amp;P 500 companies this century – and noticed some trends in company performance.   (33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.  Visit our sponsor at www.landroverusa.com  Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM,  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Bob Stark Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">eb0b2798-8d7f-11ef-ae1e-67ec5427b300</guid><pubDate>Fri, 18 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712167/arml1049270361.mp3" length="58570746" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?   (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment...</itunes:subtitle><itunes:summary><![CDATA[Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?   (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market. - Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.  - Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.  (19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&amp;P 500 companies this century – and noticed some trends in company performance.   (33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.  Visit our sponsor at www.landroverusa.com  Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM,  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Bob Stark Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>2429</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech Goes Nuclear</title><link>https://www.spreaker.com/episode/big-tech-goes-nuclear--75712146</link><description><![CDATA[…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. (00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.” Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.  Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA Host: Mary Long Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></description><guid isPermaLink="false">f14fe324-8cbb-11ef-bcf2-377037459336</guid><pubDate>Thu, 17 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712146/arml6087076462.mp3" length="44062926" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. (00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.” Then (18:38), Sanmeet Deo and...</itunes:subtitle><itunes:summary><![CDATA[…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. (00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.” Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.  Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA Host: Mary Long Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></itunes:summary><itunes:duration>1825</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chip Outlook Gets Cloudier</title><link>https://www.spreaker.com/episode/chip-outlook-gets-cloudier--75712154</link><description><![CDATA[Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry. Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.  Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: ASML, WBA, CVS, ME, GSK Host: Mary Long Guests: Jason Moser, Brian Orelli Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">d07dfa14-8bf8-11ef-98ba-93ef3d9c14f5</guid><pubDate>Wed, 16 Oct 2024 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712154/arml6084225891.mp3" length="43809839" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry. Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic...</itunes:subtitle><itunes:summary><![CDATA[Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry. Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.  Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: ASML, WBA, CVS, ME, GSK Host: Mary Long Guests: Jason Moser, Brian Orelli Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>1814</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Banks, Banks, Banks</title><link>https://www.spreaker.com/episode/banks-banks-banks--75712194</link><description><![CDATA[When you are the custodian of almost $10 trillion, how much more can you possibly grow? Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss: - Why Charles Schwab is welcoming a rate cutting cycle. - Goldman Sachs’s biggest red flag. - Bank of America CEO Brian Moynihan’s outlook on the American economy. Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">a39953f8-3fc8-11ef-b18e-f39d0a138691</guid><pubDate>Tue, 15 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712194/arml7929628812.mp3" length="44204707" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When you are the custodian of almost $10 trillion, how much more can you possibly grow? Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss: - Why Charles Schwab is welcoming a rate cutting cycle. -...</itunes:subtitle><itunes:summary><![CDATA[When you are the custodian of almost $10 trillion, how much more can you possibly grow? Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss: - Why Charles Schwab is welcoming a rate cutting cycle. - Goldman Sachs’s biggest red flag. - Bank of America CEO Brian Moynihan’s outlook on the American economy. Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>1830</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can a Time Traveler Beat the Market?</title><link>https://www.spreaker.com/episode/can-a-time-traveler-beat-the-market--75712094</link><description><![CDATA[Even knowing the headlines, could you predict which way stocks and treasuries would move?    (00:21) Bill Mann and Dylan Lewis discuss: - SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation. - Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited. - A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors.   (17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.  You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/  Vote Motley Fool Money as the top Money and Finance Podcast of 2024. https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL  Host: Dylan Lewis Guests: Bill Mann, Rick Mulvey, Rick Munarriz  Producer: Ricky Mulvey Engineer: Desiree Jones, Rick Engdahl]]></description><guid isPermaLink="false">670194dc-8a69-11ef-a8f3-232a88130cb3</guid><pubDate>Mon, 14 Oct 2024 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712094/arml4443190193.mp3" length="45317256" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Even knowing the headlines, could you predict which way stocks and treasuries would move?    (00:21) Bill Mann and Dylan Lewis discuss: - SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and...</itunes:subtitle><itunes:summary><![CDATA[Even knowing the headlines, could you predict which way stocks and treasuries would move?    (00:21) Bill Mann and Dylan Lewis discuss: - SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation. - Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited. - A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors.   (17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.  You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/  Vote Motley Fool Money as the top Money and Finance Podcast of 2024. https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL  Host: Dylan Lewis Guests: Bill Mann, Rick Mulvey, Rick Munarriz  Producer: Ricky Mulvey Engineer: Desiree Jones, Rick Engdahl]]></itunes:summary><itunes:duration>1877</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ex-SoftBank CFO on OpenAI, Bubbles, and When to Sell</title><link>https://www.spreaker.com/episode/ex-softbank-cfo-on-openai-bubbles-and-when-to-sell--75712138</link><description><![CDATA[With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus.   Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:  OpenAI’s latest fundraising round.  “Happiness for everyone” as an investment philosophy.  The illusion – and reality – of power.   Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance    Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY   Host: Ricky Mulvey Guest: Alok Sama Producer: Mary Long Engineer: Desireé Jones]]></description><guid isPermaLink="false">a36ac9ca-3fc8-11ef-b18e-83251732beb5</guid><pubDate>Sat, 12 Oct 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712138/arml9614017122.mp3" length="58431607" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from...</itunes:subtitle><itunes:summary><![CDATA[With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus.   Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:  OpenAI’s latest fundraising round.  “Happiness for everyone” as an investment philosophy.  The illusion – and reality – of power.   Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance    Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY   Host: Ricky Mulvey Guest: Alok Sama Producer: Mary Long Engineer: Desireé Jones]]></itunes:summary><itunes:duration>2423</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Future of Cars and Search</title><link>https://www.spreaker.com/episode/the-future-of-cars-and-search--75712213</link><description><![CDATA[Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.   (00:42) Jason Moser and Andy Cross discuss: - Why Jamie Dimon is trying to get investors past the rate story in banking. - Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy.  - Earnings updates from Delta, Pepsi, and Domino’s.  (19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.  (32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.  Visit our sponsor at www.landroverusa.com Vote here to help Motley Fool Money take home Signal’s Best Money &amp; Finance Show for 2024.    Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META Host: Dylan Lewis Guests: Jason Moser, Andy Cross Engineers: Rick Engdahl ]]></description><guid isPermaLink="false">c77182e8-880a-11ef-aab4-9302dd8d27c3</guid><pubDate>Fri, 11 Oct 2024 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712213/arml2098763585.mp3" length="58553258" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.   (00:42) Jason Moser and Andy Cross discuss: - Why Jamie Dimon is trying to get investors past the rate story in...</itunes:subtitle><itunes:summary><![CDATA[Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.   (00:42) Jason Moser and Andy Cross discuss: - Why Jamie Dimon is trying to get investors past the rate story in banking. - Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy.  - Earnings updates from Delta, Pepsi, and Domino’s.  (19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.  (32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.  Visit our sponsor at www.landroverusa.com Vote here to help Motley Fool Money take home Signal’s Best Money &amp; Finance Show for 2024.    Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ, NFLX, META Host: Dylan Lewis Guests: Jason Moser, Andy Cross Engineers: Rick Engdahl ]]></itunes:summary><itunes:duration>2428</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Recipes for Sales Growth, Mac and Cheese</title><link>https://www.spreaker.com/episode/recipes-for-sales-growth-mac-and-cheese--75712028</link><description><![CDATA[More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant is a cheap stock. - Quarterly results from Domino’s and its new mac and cheese offering. Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies.  Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing Vote for Motley Fool Money in the 2024 Signal Awards for best money and finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR  Host: Ricky Mulvey Guests: Jason Moser, Lou Whiteman Producer: Dylan Lewis Engineers: Rick Engdahl, Desireé Jones]]></description><guid isPermaLink="false">16c58082-8735-11ef-b278-8bf447398c3c</guid><pubDate>Thu, 10 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712028/arml4702318593.mp3" length="42795419" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant is a cheap stock. - Quarterly results from Domino’s and its new mac and cheese offering. Then (15:25)...</itunes:subtitle><itunes:summary><![CDATA[More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant is a cheap stock. - Quarterly results from Domino’s and its new mac and cheese offering. Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies.  Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing Vote for Motley Fool Money in the 2024 Signal Awards for best money and finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR  Host: Ricky Mulvey Guests: Jason Moser, Lou Whiteman Producer: Dylan Lewis Engineers: Rick Engdahl, Desireé Jones]]></itunes:summary><itunes:duration>1772</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Starbucks &gt; Pepsi &gt; Coke</title><link>https://www.spreaker.com/episode/starbucks-pepsi-coke--75712123</link><description><![CDATA[For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. (00:21) Jason Hall and Mary Long discuss:  Recent earnings from PepsiCo  Various forms of “flation”  WeightWatchers’ foray into the GLP-1 market   Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry.  Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Learn more about the Range Rover Sport at www.landroverusa.com  Companies mentioned: PEP, KO, SBUX, WW, LLY, OPAL Host: Mary Long Guests: Jason Hall, Adam Comora, Jonathan Maurer Producer: Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones]]></description><guid isPermaLink="false">079039aa-8671-11ef-b275-b3feb14adfff</guid><pubDate>Wed, 09 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712123/arml4928465940.mp3" length="42624441" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. (00:21) Jason Hall and Mary Long discuss:  Recent earnings from PepsiCo  Various forms of...</itunes:subtitle><itunes:summary><![CDATA[For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. (00:21) Jason Hall and Mary Long discuss:  Recent earnings from PepsiCo  Various forms of “flation”  WeightWatchers’ foray into the GLP-1 market   Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry.  Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Learn more about the Range Rover Sport at www.landroverusa.com  Companies mentioned: PEP, KO, SBUX, WW, LLY, OPAL Host: Mary Long Guests: Jason Hall, Adam Comora, Jonathan Maurer Producer: Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones]]></itunes:summary><itunes:duration>1765</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Insurers Ready for Hurricane Milton?</title><link>https://www.spreaker.com/episode/are-insurers-ready-for-hurricane-milton--75712049</link><description><![CDATA[Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage. (00:21) Matt Frankel and Ricky Mulvey discuss: - How insurers prepare for catastrophic losses. - What extreme weather events mean for homeowners, car owners, and the commercial real estate market. - Why Alex Chriss gets an A for his first year leading PayPal. Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning.  Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL  Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">c47086f4-85a1-11ef-af30-0f74b01f347b</guid><pubDate>Tue, 08 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712049/arml5917930720.mp3" length="44435713" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage. (00:21) Matt Frankel and Ricky Mulvey discuss: - How insurers prepare for catastrophic losses. - What extreme weather events mean for homeowners, car owners,...</itunes:subtitle><itunes:summary><![CDATA[Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage. (00:21) Matt Frankel and Ricky Mulvey discuss: - How insurers prepare for catastrophic losses. - What extreme weather events mean for homeowners, car owners, and the commercial real estate market. - Why Alex Chriss gets an A for his first year leading PayPal. Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning.  Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL  Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1840</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The GDP Growth Myth</title><link>https://www.spreaker.com/episode/the-gdp-growth-myth--75712106</link><description><![CDATA[Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.   (00:12) Buck Hartzell and Dylan Lewis discuss: - What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September. - Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S. - What to look for internationally, and why DLocal is a great small cap to study. (20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market.   Vote here to help Motley Fool Money take home Signal’s Best Money &amp; Finance Show for 2024.   Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCH  Host: Dylan Lewis Guests: Buck Hartzell, Mary Long, Alicia Alfiere Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">f97560a6-84e6-11ef-8ac1-5f5d3fb934bf</guid><pubDate>Mon, 07 Oct 2024 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712106/arml2820421020.mp3" length="49024951" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.   (00:12) Buck Hartzell and Dylan Lewis discuss: - What’s behind the...</itunes:subtitle><itunes:summary><![CDATA[Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.   (00:12) Buck Hartzell and Dylan Lewis discuss: - What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September. - Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S. - What to look for internationally, and why DLocal is a great small cap to study. (20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market.   Vote here to help Motley Fool Money take home Signal’s Best Money &amp; Finance Show for 2024.   Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCH  Host: Dylan Lewis Guests: Buck Hartzell, Mary Long, Alicia Alfiere Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>2031</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Restaurants Play Value Games</title><link>https://www.spreaker.com/episode/restaurants-play-value-games--75711988</link><description><![CDATA[David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about:  - How McDonald’s kicked off the value wars. - Why the price of fast food convergerged with some sit-down meals. - The publicly traded restaurants where customers are flocking.  Companies discussed: MCD, EAT, BLMN, TXRH, DRI  Host: Ricky Mulvey Guest: David Henkes Producer: Mary Long Engineer: Desireé Jones]]></description><guid isPermaLink="false">a30c6100-3fc8-11ef-b18e-f3ba6ba4f28f</guid><pubDate>Sun, 06 Oct 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711988/arml2707668621.mp3" length="37037535" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about:  - How McDonald’s kicked off the value wars. - Why the price of fast food convergerged with some...</itunes:subtitle><itunes:summary><![CDATA[David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about:  - How McDonald’s kicked off the value wars. - Why the price of fast food convergerged with some sit-down meals. - The publicly traded restaurants where customers are flocking.  Companies discussed: MCD, EAT, BLMN, TXRH, DRI  Host: Ricky Mulvey Guest: David Henkes Producer: Mary Long Engineer: Desireé Jones]]></itunes:summary><itunes:duration>1532</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Commercial Real Estate Revival</title><link>https://www.spreaker.com/episode/the-commercial-real-estate-revival--75712009</link><description><![CDATA[In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.   Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss:  The revival of commercial real estate  A company that proves the importance of “location, location, location”  What’s needed to address the US housing supply shortage.   Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: SPG, KIM, MAA, CPT  Host: Mary Long Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Tim Sparks, Desireé Jones]]></description><guid isPermaLink="false">a2fb965e-3fc8-11ef-b18e-bf1c6a276823</guid><pubDate>Sat, 05 Oct 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712009/arml5943282843.mp3" length="37485187" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.   Matt Argersinger is an advisor at The Motley Fool and heads up our...</itunes:subtitle><itunes:summary><![CDATA[In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.   Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss:  The revival of commercial real estate  A company that proves the importance of “location, location, location”  What’s needed to address the US housing supply shortage.   Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: SPG, KIM, MAA, CPT  Host: Mary Long Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Tim Sparks, Desireé Jones]]></itunes:summary><itunes:duration>1550</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>An AI IPO, 20 Years of RB</title><link>https://www.spreaker.com/episode/an-ai-ipo-20-years-of-rb--75712169</link><description><![CDATA[Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?    (00:45) Asit Sharma and Jason Moser discuss:  The dock workers strike, its daily cost, and the industries it could impact most.  Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition.   Fresh earnings from: Nike, Paychex, and McCormick.   (19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.   (35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation.  Stocks discussed: NKE, PAYX, MCK, PEP, JOBY  Motley Fool Epic members can access the full conversation with David:  Here on the TMF site (login required)   On Spotify here after linking their accounts    Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl Engineers: Rick Engdahl, Austin Morgan ]]></description><guid isPermaLink="false">47b7f868-8272-11ef-87d7-83976db4ebfb</guid><pubDate>Fri, 04 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712169/arml1794513548.mp3" length="58553707" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?    (00:45) Asit Sharma and Jason Moser discuss:  The dock workers strike, its daily cost, and the industries it could impact most.  Upcoming...</itunes:subtitle><itunes:summary><![CDATA[Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?    (00:45) Asit Sharma and Jason Moser discuss:  The dock workers strike, its daily cost, and the industries it could impact most.  Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition.   Fresh earnings from: Nike, Paychex, and McCormick.   (19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.   (35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation.  Stocks discussed: NKE, PAYX, MCK, PEP, JOBY  Motley Fool Epic members can access the full conversation with David:  Here on the TMF site (login required)   On Spotify here after linking their accounts    Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, David Gardner, Rick Engdahl Engineers: Rick Engdahl, Austin Morgan ]]></itunes:summary><itunes:duration>2428</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Open Checks, Corked Bottles</title><link>https://www.spreaker.com/episode/open-checks-corked-bottles--75712129</link><description><![CDATA[OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss:  OpenAI’s $157 billion valuation  The port strike’s potentially positive impact on two auto parts makers  Changing tastes in the beverage market   (16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock.  Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: ALV, GTX, STZ, COST, BJ, WMT Host: Mary Long Guests: Jim Gillies, Asit Sharma, Ricky Mulvey Engineer: Rick Engdahl, Desiree Jones]]></description><guid isPermaLink="false">de598644-81bc-11ef-aefc-cf4e10d7da03</guid><pubDate>Thu, 03 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712129/arml1683729317.mp3" length="43985857" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss:  OpenAI’s $157 billion valuation  The port strike’s potentially positive impact on two auto parts makers  Changing...</itunes:subtitle><itunes:summary><![CDATA[OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss:  OpenAI’s $157 billion valuation  The port strike’s potentially positive impact on two auto parts makers  Changing tastes in the beverage market   (16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock.  Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  Companies discussed: ALV, GTX, STZ, COST, BJ, WMT Host: Mary Long Guests: Jim Gillies, Asit Sharma, Ricky Mulvey Engineer: Rick Engdahl, Desiree Jones]]></itunes:summary><itunes:duration>1821</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nike’s Long Walk</title><link>https://www.spreaker.com/episode/nike-s-long-walk--75712114</link><description><![CDATA[A new CEO is hoping to turn the iconic brand around, but he’s not there yet. (00:21) Jason Moser and Ricky Mulvey discuss: - Earnings from Nike. - Tesla’s delivery numbers. - Adam Neumann returning to the office leasing business. Then, (16:06) Robert Brokamp and Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future.  Visit our sponsor at www.landroverusa.com  Companies discussed: NKE, TSLA, PYPL Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Dan Caplinger Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">87211350-80fa-11ef-9fc0-a7cc5a45f34a</guid><pubDate>Wed, 02 Oct 2024 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712114/arml2316089667.mp3" length="41569300" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A new CEO is hoping to turn the iconic brand around, but he’s not there yet. (00:21) Jason Moser and Ricky Mulvey discuss: - Earnings from Nike. - Tesla’s delivery numbers. - Adam Neumann returning to the office leasing business. Then, (16:06) Robert...</itunes:subtitle><itunes:summary><![CDATA[A new CEO is hoping to turn the iconic brand around, but he’s not there yet. (00:21) Jason Moser and Ricky Mulvey discuss: - Earnings from Nike. - Tesla’s delivery numbers. - Adam Neumann returning to the office leasing business. Then, (16:06) Robert Brokamp and Dan Caplinger continue their conversation about estate planning, and how to give your loved ones a less complicated financial future.  Visit our sponsor at www.landroverusa.com  Companies discussed: NKE, TSLA, PYPL Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Dan Caplinger Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1721</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ports On Strike</title><link>https://www.spreaker.com/episode/ports-on-strike--75712019</link><description><![CDATA[About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies are navigating the port worker’s strike. - The disagreement over automation. - Investor sentiment in artificial intelligence - One less discussed company that’s benefiting from others spending on AI. (18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court.  Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR Host: Ricky Mulvey Guests: David Meier, Robert Brokamp, Dan Caplinger Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">1aa71166-802d-11ef-b051-ebd44aefd342</guid><pubDate>Tue, 01 Oct 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712019/arml6030665661.mp3" length="41722408" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies are navigating the port worker’s strike. - The disagreement over automation. - Investor sentiment in...</itunes:subtitle><itunes:summary><![CDATA[About half of U.S. imports go through the ports where dock workers just went on strike. (00:25) David Meier and Ricky Mulvey discuss: - How companies are navigating the port worker’s strike. - The disagreement over automation. - Investor sentiment in artificial intelligence - One less discussed company that’s benefiting from others spending on AI. (18:28) Motley Fool Contributor, Dan Caplinger, joins Robert Brokamp to kick off a two part series on estate planning, and how you can help your family avoid going to court.  Companies discussed: COST, CHRW, DBI, MSFT, META, PCOR Host: Ricky Mulvey Guests: David Meier, Robert Brokamp, Dan Caplinger Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1727</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>CVS Gets an Activist Check-Up</title><link>https://www.spreaker.com/episode/cvs-gets-an-activist-check-up--75712052</link><description><![CDATA[Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?    (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.  - How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.  (15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.  Companies discussed: CVS, KBH, KMX  Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Jason Moser Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">2cfc1840-7f68-11ef-8abe-533a0d4eec2d</guid><pubDate>Mon, 30 Sep 2024 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712052/arml7406887537.mp3" length="42358823" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?    (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations...</itunes:subtitle><itunes:summary><![CDATA[Rates going down are good for homebuyers and car shoppers, right? And after five flat years, can CVS get back on track?    (00:19) Seth Jayson and Dylan Lewis discuss: - Why CVS has activists sniffing around, and how getting the insurance operations right could get the company and the stock back in motion.  - How interest rates are affecting the housing and auto markets, and other updates from KB Homes and CarMax.  (15:08) Jason Moser and Mary Long for a look at Uber, and its quest to become the everything app.  Companies discussed: CVS, KBH, KMX  Host: Dylan Lewis Guests: Seth Jayson, Mary Long, Jason Moser Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>1754</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Quantum Is the New Silicon</title><link>https://www.spreaker.com/episode/quantum-is-the-new-silicon--75712147</link><description><![CDATA[$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners.  Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.  To become a Motley Fool member, head to www.fool.com/signup.  Tickers mentioned: ASML  Host: Tim Beyers Guest: Tim White Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">b12ddea8-7c3b-11ef-8c85-33a2af9e94cb</guid><pubDate>Sun, 29 Sep 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712147/arml6905942011.mp3" length="47059965" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum...</itunes:subtitle><itunes:summary><![CDATA[$2 trillion. That’s how much value McKinsey estimates quantum technology will generate in the next 10 years. But some estimates place that number even higher. “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the transition to quantum computing, investment opportunities in the budding space, and why subatomic particles are like kindergarteners.  Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.  To become a Motley Fool member, head to www.fool.com/signup.  Tickers mentioned: ASML  Host: Tim Beyers Guest: Tim White Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1949</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Autonomous Vehicles Have No Room for Error</title><link>https://www.spreaker.com/episode/autonomous-vehicles-have-no-room-for-error--75712176</link><description><![CDATA[Driverless vehicles are already here, even if they’ve made some wrong terms.   Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:  - The progress that autonomous vehicles have made over the past few years. - Where automakers including Tesla and General Motors stand in the race. - How autonomous vehicles could deploy on a large scale.  Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket.   Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL  Host: Ricky Mulvey Guest: Travis Hoium Producer: Mary Long Engineer: Tim Sparks]]></description><guid isPermaLink="false">a28e383e-3fc8-11ef-b18e-476f6309a248</guid><pubDate>Sat, 28 Sep 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712176/arml2027700126.mp3" length="37779556" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Driverless vehicles are already here, even if they’ve made some wrong terms.   Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:  - The progress that autonomous...</itunes:subtitle><itunes:summary><![CDATA[Driverless vehicles are already here, even if they’ve made some wrong terms.   Motley Fool Contributor Travis Hoium joined Ricky Mulvey to check in on some companies leading the way on autonomous vehicles. They discuss:  - The progress that autonomous vehicles have made over the past few years. - Where automakers including Tesla and General Motors stand in the race. - How autonomous vehicles could deploy on a large scale.  Two notes. One is that Tesla’s market cap is $800 million. Also, Travis meant to include Uber in his autonomous driving stock basket.   Companies discussed: TSLA, GM, INTC, MBLY, UBER, BIDU, GOOG, GOOGL  Host: Ricky Mulvey Guest: Travis Hoium Producer: Mary Long Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1563</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Bookings, Marketing Tools, Drama</title><link>https://www.spreaker.com/episode/ai-bookings-marketing-tools-drama--75712175</link><description><![CDATA[Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers.   (01:02) Emily Flippen and Bill Mann discuss: - Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events.  - Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI.  - Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.  (19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story.   (33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.  Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V.   Host: Dylan Lewis Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">a0171132-7d0a-11ef-9994-d78c339f4164</guid><pubDate>Fri, 27 Sep 2024 20:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712175/arml9547904149.mp3" length="58825918" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers.   (01:02) Emily Flippen and...</itunes:subtitle><itunes:summary><![CDATA[Artificial Intelligence continues to drive valuations and headlines – we check in on the latest corporate intrigue at OpenAI, how generative AI is driving results for Accenture, and how Braze is bringing it to customers.   (01:02) Emily Flippen and Bill Mann discuss: - Hurricane Helene hitting the southeast U.S. and the state of insurance, reinsurance, and black swan events.  - Meta’s new Orion augmented reality prototype, and the latest drama at OpenAI.  - Why Vail is expecting fewer skiers this winter, gold is boosting Costco, and Accenture is enjoying the generative AI boom.  (19:04) Braze CEO Bill Magnuson took a break from the company’s Forge 2024 event to give analyst Tim Beyers a rundown on the company's latest innovations, how it's helping marketers harness AI, and the different ways these new offerings play into the company's growth story.   (33:27) Bill and Emily break down two stocks on their radar: Carnival Cruise Lines and Visa.  Stocks discussed: LMND, META, VAIL, COST, ACN, CCL, V.   Host: Dylan Lewis Guests: Bill Mann, Emily Flippen, TIm Beyers, Bill Magnuson Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>2440</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meta's New Specs</title><link>https://www.spreaker.com/episode/meta-s-new-specs--75712189</link><description><![CDATA[Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed.  (19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta Connect 2024. - Use cases for AR glasses - New details about Southwest Airlines' overhaul.  Then, (17:01) Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation.  Host: Ricky Mulvey Guests: Jason Moser, Buck Hartzell, Producer: Mary Long Engineers: Rick Engdahl, Kyle Carruthers]]></description><guid isPermaLink="false">c1587256-7c37-11ef-a60a-5719c9b84966</guid><pubDate>Thu, 26 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712189/arml9051877039.mp3" length="43647128" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed.  (19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta...</itunes:subtitle><itunes:summary><![CDATA[Meta’s Reality Labs division burns about a billion dollars per month. One result is Orion, augmented-reality glasses that let users see the outside world. No battery pack needed.  (19:30) Jason Moser and Ricky Mulvey discuss:- Updates from Meta Connect 2024. - Use cases for AR glasses - New details about Southwest Airlines' overhaul.  Then, (17:01) Brookfield Corporation CFO, Nick Goodman, joins Motley Fool Senior Analyst Buck Hartzell to discuss how he thinks about capital allocation.  Host: Ricky Mulvey Guests: Jason Moser, Buck Hartzell, Producer: Mary Long Engineers: Rick Engdahl, Kyle Carruthers]]></itunes:summary><itunes:duration>1807</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can Stitch Fix Get Fixed?</title><link>https://www.spreaker.com/episode/can-stitch-fix-get-fixed--75712108</link><description><![CDATA[The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around. (00:21) David Meier and Mary Long discuss:  The disconnect between the stock market and consumer confidence.  Stitch Fix’s fall.  Why great consumer products don’t always make for great investments.   Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations.  Tickers mentioned: SFIX, RTR, PLTR, BAH  Host: Mary Long Guests: David Meier, Lou Whiteman, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></description><guid isPermaLink="false">2681a7e4-7b7d-11ef-aeec-0bba9825b0ca</guid><pubDate>Wed, 25 Sep 2024 20:31:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712108/arml1001428806.mp3" length="41685999" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around. (00:21) David Meier and Mary Long discuss:  The disconnect between the stock market and consumer confidence.  Stitch Fix’s fall.  Why...</itunes:subtitle><itunes:summary><![CDATA[The fashion company has a lot to offer its customers, but StitchFix is struggling to keep those customers around. (00:21) David Meier and Mary Long discuss:  The disconnect between the stock market and consumer confidence.  Stitch Fix’s fall.  Why great consumer products don’t always make for great investments.   Then, at (14:03), Ricky Mulvey and Fool contributor Lou Whiteman take a look at Palantir, a tech company with a lot of promise and a lot of expectations.  Tickers mentioned: SFIX, RTR, PLTR, BAH  Host: Mary Long Guests: David Meier, Lou Whiteman, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></itunes:summary><itunes:duration>1726</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Makes a Turnaround Work</title><link>https://www.spreaker.com/episode/what-makes-a-turnaround-work--75712017</link><description><![CDATA[Usually, you don’t want to run toward a company that cut its dividend. (00:28) Jim Gillies and Ricky Mulvey discuss:  Nike’s strategic pivot, and what it means for its retail partners.  Why turnaround stories are difficult to implement.  Foot Locker’s impressive leadership.   Then, (15:08) Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan.  Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: NKE, FLHost: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">73c68d48-7aa2-11ef-a837-83274985f714</guid><pubDate>Tue, 24 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712017/arml9372849957.mp3" length="42267213" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Usually, you don’t want to run toward a company that cut its dividend. (00:28) Jim Gillies and Ricky Mulvey discuss:  Nike’s strategic pivot, and what it means for its retail partners.  Why turnaround stories are difficult to implement.  Foot Locker’s...</itunes:subtitle><itunes:summary><![CDATA[Usually, you don’t want to run toward a company that cut its dividend. (00:28) Jim Gillies and Ricky Mulvey discuss:  Nike’s strategic pivot, and what it means for its retail partners.  Why turnaround stories are difficult to implement.  Foot Locker’s impressive leadership.   Then, (15:08) Alison Southwick and Robert Brokamp discuss The Great Wealth Transfer, and how to factor a potential inheritance in a financial plan.  Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: NKE, FLHost: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1750</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s the Outlook on Spices?</title><link>https://www.spreaker.com/episode/what-s-the-outlook-on-spices--75712081</link><description><![CDATA[McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track?    (00:11) Jason Moser and Dylan Lewis discuss:  - Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker.  - A listener question: What to expect from spicemaker McCormick this quarter.  - How the rate environment might play into results we see from companies this upcoming earnings season.   (15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry.   Companies discussed: INTC, QCOM, MKC, INVH, AMH  Host: Dylan Lewis Guests: Jason Moser, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Dan Boyd ]]></description><guid isPermaLink="false">d7390ee8-79e7-11ef-90ab-c3f5bf9f71c4</guid><pubDate>Mon, 23 Sep 2024 20:30:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712081/arml6239823233.mp3" length="41251850" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track?    (00:11) Jason Moser and Dylan Lewis discuss:  - Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the...</itunes:subtitle><itunes:summary><![CDATA[McCormick’s been a laggard over the past few years, does it have some growth levers to get back on track?    (00:11) Jason Moser and Dylan Lewis discuss:  - Why interest is picking up for Intel, and what Qualcomm and Apollo Global see in the chipmaker.  - A listener question: What to expect from spicemaker McCormick this quarter.  - How the rate environment might play into results we see from companies this upcoming earnings season.   (15:54) Mary Long and Motley Fool Analyst Anthony Schiavone continue their conversation from last week about housing stocks and the build-to-rent industry.   Companies discussed: INTC, QCOM, MKC, INVH, AMH  Host: Dylan Lewis Guests: Jason Moser, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Dan Boyd ]]></itunes:summary><itunes:duration>1707</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Two Sides of Airbnb</title><link>https://www.spreaker.com/episode/two-sides-of-airbnb--75712125</link><description><![CDATA[The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations.   Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real estate investment. They discuss:  - Airbnb’s capital allocation strategy. - The hosting platform’s competition. - How real estate investors can get started with Airbnb. - The scaling challenges of managing short-term rentals.  Company discussed: ABNB  Host: Mary Long Guests: Alicia Alfiere, Scott Trench Producer: Ricky Mulvey Engineer: Tim Sparks  Special thanks to Alex Pailet from BiggerPockets and Alby Segall, Jean-Luc Currie, Jim Bofencamp, and Katlyn Howery from the Denver Press Club for making the event happen.]]></description><guid isPermaLink="false">a22e37e0-3fc8-11ef-b18e-4b67b1a94b99</guid><pubDate>Sun, 22 Sep 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712125/arml5347595471.mp3" length="40733777" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations.   Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real...</itunes:subtitle><itunes:summary><![CDATA[The “Airbnbust” has not arrived, but Airbnb is no longer at peak expectations.   Mary Long hosted Motley Fool Analyst Alicia Alfiere and BiggerPockets CEO Scott Trench at The Denver Press Club for a conversation about Airbnb as a stock and as a real estate investment. They discuss:  - Airbnb’s capital allocation strategy. - The hosting platform’s competition. - How real estate investors can get started with Airbnb. - The scaling challenges of managing short-term rentals.  Company discussed: ABNB  Host: Mary Long Guests: Alicia Alfiere, Scott Trench Producer: Ricky Mulvey Engineer: Tim Sparks  Special thanks to Alex Pailet from BiggerPockets and Alby Segall, Jean-Luc Currie, Jim Bofencamp, and Katlyn Howery from the Denver Press Club for making the event happen.]]></itunes:summary><itunes:duration>1686</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Reddit CEO on Ads, AI, and Search Engines</title><link>https://www.spreaker.com/episode/reddit-ceo-on-ads-ai-and-search-engines--75712184</link><description><![CDATA[“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet.  Dylan Lewis caught up with Reddit CEO Steve Huffman for a conversation about:  - What’s driving Reddit’s 50% year-over-year user growth. - How the social network targets ads. - What Reddit is doing with large language models.  Companies discussed: RDDT, GOOG, GOOGL  Host: Dylan Lewis Guest: Steve Huffman Engineers: Rick Engdahl, Tim Sparks]]></description><guid isPermaLink="false">4f3d407e-776f-11ef-85cb-b350a48fa5ac</guid><pubDate>Sat, 21 Sep 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712184/arml4413416088.mp3" length="61543794" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet.  Dylan Lewis caught up with...</itunes:subtitle><itunes:summary><![CDATA[“Reddit” was one of the top ten most searched words on Google over the past twelve months in the United States, searched more often than “map” or “calculator”. The social networking site is a central hub for the internet.  Dylan Lewis caught up with Reddit CEO Steve Huffman for a conversation about:  - What’s driving Reddit’s 50% year-over-year user growth. - How the social network targets ads. - What Reddit is doing with large language models.  Companies discussed: RDDT, GOOG, GOOGL  Host: Dylan Lewis Guest: Steve Huffman Engineers: Rick Engdahl, Tim Sparks]]></itunes:summary><itunes:duration>2553</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rates Go Down, Market Goes Up</title><link>https://www.spreaker.com/episode/rates-go-down-market-goes-up--75712069</link><description><![CDATA[Low rates are great for stocks, as long as we’re looking at a soft landing.  (00:21) Ron Gross and Asit Sharma discuss: - The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic. - Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around. - A new partnership masking bad results from Olive Garden, and FedEx’s signals about shipping trends.  (19:11) Reddit hit the market in 2024, but it’s been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading.  (33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel.  Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC,  Host: Dylan Lewis Guests: Asit Sharma, Ron Gross, Steve Huffman Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">a20e6870-3fc8-11ef-b18e-53991022cdef</guid><pubDate>Fri, 20 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712069/arml8574247943.mp3" length="58738152" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Low rates are great for stocks, as long as we’re looking at a soft landing.  (00:21) Ron Gross and Asit Sharma discuss: - The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic. - Nike’s CEO swap, what...</itunes:subtitle><itunes:summary><![CDATA[Low rates are great for stocks, as long as we’re looking at a soft landing.  (00:21) Ron Gross and Asit Sharma discuss: - The Fed’s 50 bps rate cut, the market’s reaction, and what history has to say about cuts this dramatic. - Nike’s CEO swap, what went wrong for John Donahoe and whether Elliot Hill has what it takes to turn the company around. - A new partnership masking bad results from Olive Garden, and FedEx’s signals about shipping trends.  (19:11) Reddit hit the market in 2024, but it’s been around as the front page of the internet for almost 20 years. CEO Steve Huffman joined us to talk through how the company stands out in the world of social media with its focus on community, where it has been and where it is heading.  (33:26) Ron and Asit break down two stocks on their radar: D.R. Horton and Intel.  Stocks discussed: NKE, DRI, FDX, RDDT, DHI, INTC,  Host: Dylan Lewis Guests: Asit Sharma, Ron Gross, Steve Huffman Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Gimme! Gimme! Gimme! (A Half-Point Rate Cut)</title><link>https://www.spreaker.com/episode/gimme-gimme-gimme-a-half-point-rate-cut--75712051</link><description><![CDATA[Markets, you got what you wanted.  (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is responding to. - New rules from the SEC that aim to make markets more efficient. - Tupperware Brands filing for bankruptcy.  Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series.  Visit our sponsor: www.landroverusa.com  Companies discussed: TUP, AAPL, DFH, NVR, DHI  Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Anthony Schiavone Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">a1fed9fa-3fc8-11ef-b18e-c7114fe6af34</guid><pubDate>Thu, 19 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712051/arml1027702911.mp3" length="40554235" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Markets, you got what you wanted.  (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is responding to. - New rules from the SEC that aim to make markets more efficient. - Tupperware Brands...</itunes:subtitle><itunes:summary><![CDATA[Markets, you got what you wanted.  (00:21) Bill Mann and Ricky Mulvey discuss: - The rate cut from the Federal Reserve, and what the central bank is responding to. - New rules from the SEC that aim to make markets more efficient. - Tupperware Brands filing for bankruptcy.  Then, (16:50) Mary Long and Motley Fool analyst Anthony Schiavone check in on housing stocks in the first of a two-part series.  Visit our sponsor: www.landroverusa.com  Companies discussed: TUP, AAPL, DFH, NVR, DHI  Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Anthony Schiavone Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1678</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Celebs, CRMS, and Avocado Robots</title><link>https://www.spreaker.com/episode/celebs-crms-and-avocado-robots--75712003</link><description><![CDATA[Salesforce throws a party, while Chipotle streamlines guacamole prep.  (00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss: - The enviable guest list at Dreamforce - Salesforce’s positioning in the AI arms race - The future of casual dining  Then, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company.  Check out the Range Rover Sport at www.landroverusa.com  Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY  Host: Mary Long Guests: Asit Sharma, Travis Hoium, Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">a1ee2ab0-3fc8-11ef-b18e-e7378dd2ad67</guid><pubDate>Wed, 18 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712003/arml7927376820.mp3" length="44692290" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Salesforce throws a party, while Chipotle streamlines guacamole prep.  (00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss: - The enviable guest list at Dreamforce -...</itunes:subtitle><itunes:summary><![CDATA[Salesforce throws a party, while Chipotle streamlines guacamole prep.  (00:21) Asit Sharma and Mary Long talk about two types of automation: one for agents, and another for avocados. They also discuss: - The enviable guest list at Dreamforce - Salesforce’s positioning in the AI arms race - The future of casual dining  Then, (18:41) Fool Contributor Travis Hoium joins Ricky Mulvey for a close look at Crocs, the market-beating clog company.  Check out the Range Rover Sport at www.landroverusa.com  Companies discussed: CRM, NVDA, CMG, MCD, CROX, NKE, OTC: ADDYY  Host: Mary Long Guests: Asit Sharma, Travis Hoium, Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1851</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Signs Intel’s Foundry is Heating Up</title><link>https://www.spreaker.com/episode/signs-intel-s-foundry-is-heating-up--75712133</link><description><![CDATA[Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure. - The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy. - Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.  (18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind.  Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/   Companies discussed: INTC, TSMC, AMZN, MSFT  Host: Dylan Lewis Guests: Tim Beyers, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">a1de6080-3fc8-11ef-b18e-5736ea83a663</guid><pubDate>Tue, 17 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712133/arml3855217614.mp3" length="43881419" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Intel’s three focuses for turning...</itunes:subtitle><itunes:summary><![CDATA[Intel investors have been looking for signs of life with its foundry business – a couple billion dollars in deals and its new independent subsidiary status might help.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Intel’s three focuses for turning it around: its Foundry business, AI strategy, and cost structure. - The real reason Amazon might be pushing workers to return to office five days a week, and why Andy Jassy is looking to reduce bureaucracy. - Microsoft’s new buyback authorization and dividend hike and it marches on the path to being a Dividend Aristocrat.  (18:20) Alison Southwick and Robert Brokamp look at how Gen X saves and how to catch up if you’re feeling behind.  Join us at our live podcast recording in Denver with BiggerPockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/   Companies discussed: INTC, TSMC, AMZN, MSFT  Host: Dylan Lewis Guests: Tim Beyers, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1817</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Next AI Investment Story: Power</title><link>https://www.spreaker.com/episode/the-next-ai-investment-story-power--75712191</link><description><![CDATA[One query on ChatGPT takes 10x the amount of electricity as a Google search.  (00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing with the electricity demands of AI systems. - Companies that could benefit from more energy usage. - If Under Armour can turn around.  Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.  Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV  Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events  Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial  Host: Ricky Mulvey Guests: Asit Sharma, Brendan Hughes Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">a1cde142-3fc8-11ef-b18e-ab842b7b9f35</guid><pubDate>Mon, 16 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712191/arml6377922030.mp3" length="42746355" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>One query on ChatGPT takes 10x the amount of electricity as a Google search.  (00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing with the electricity demands of AI systems. - Companies that could benefit from more energy usage. -...</itunes:subtitle><itunes:summary><![CDATA[One query on ChatGPT takes 10x the amount of electricity as a Google search.  (00:21) Ricky Mulvey and Asit Sharma discuss: - How big tech is dealing with the electricity demands of AI systems. - Companies that could benefit from more energy usage. - If Under Armour can turn around.  Then, (17:43) Brendan Hughes, the author of “Markets in Chaos” joins Ricky to discuss why he’s concerned about the level of money printing in the United States, and one area for investors to watch.  Companies discussed: NVDA, MSFT, DUK, OKLO, UA, META, FNV  Live podcast in Denver on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/?eventOrigin=group_upcoming_events  Visit our sponsor: Go to www.monarchmoney.com/fool for an extended 30-day free trial  Host: Ricky Mulvey Guests: Asit Sharma, Brendan Hughes Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1770</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stocks for the Road</title><link>https://www.spreaker.com/episode/stocks-for-the-road--75712164</link><description><![CDATA[If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.   Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss:  - An industry where investors can ignore sales growth. - What shifting consumer tastes mean for convenience stores. - One company “taking over a mountain no one else wants”.  Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA  Host: Mary Long Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">a1be55ba-3fc8-11ef-b18e-bb00503e9c4b</guid><pubDate>Sun, 15 Sep 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712164/arml6278630112.mp3" length="35230735" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.   Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road...</itunes:subtitle><itunes:summary><![CDATA[If you’re looking for a stock that’s been a multi-bagger over the past five years, then check the gas station next to a Walmart.   Mary Long caught up with Motley Fool Canada’s Jim Gillies for a look at three companies you can find on your next road trip. They discuss:  - An industry where investors can ignore sales growth. - What shifting consumer tastes mean for convenience stores. - One company “taking over a mountain no one else wants”.  Companies mentioned: TSE: ATD, OTCMKTS: SVNDY, CASY, TKO, WMT, MUSA  Host: Mary Long Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1457</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Amazon Can’t Be Contained</title><link>https://www.spreaker.com/episode/amazon-can-t-be-contained--75712145</link><description><![CDATA[40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure.  Amazon is a goliath.  Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about:  - Amazon’s early days and how it withstood years of sustained losses.  - How Amazon makes Wall Street look genteel. - The lengths that the company went to get information from competitors.  Companies discussed: AMZN, TGT, EBAY  Host: Mary Long Guest: Dana Mattioli Producer: Ricky Mulvey Engineers: Dez Jones, Austin Morgan]]></description><guid isPermaLink="false">a1aeea4e-3fc8-11ef-b18e-efaf77d87d26</guid><pubDate>Sat, 14 Sep 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712145/arml2061751218.mp3" length="45891250" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure.  Amazon is a goliath.  Dana Mattioli is an investigative journalist at the Wall Street Journal...</itunes:subtitle><itunes:summary><![CDATA[40% of everything sold online in the United States is through Amazon. Its web services division owns almost a third of the worldwide cloud infrastructure.  Amazon is a goliath.  Dana Mattioli is an investigative journalist at the Wall Street Journal and the author of “The Everything War: Amazon’s Ruthless Quest to Own the World and Remake Corporate Power.” Mary Long caught up with Mattioli for a conversation about:  - Amazon’s early days and how it withstood years of sustained losses.  - How Amazon makes Wall Street look genteel. - The lengths that the company went to get information from competitors.  Companies discussed: AMZN, TGT, EBAY  Host: Mary Long Guest: Dana Mattioli Producer: Ricky Mulvey Engineers: Dez Jones, Austin Morgan]]></itunes:summary><itunes:duration>1901</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rich Signals from Berkshire</title><link>https://www.spreaker.com/episode/rich-signals-from-berkshire--75712149</link><description><![CDATA[Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.  (00:21) Jason Moser and Matt Argersinger discuss: - The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity. - Brian Niccol’s vision for returning to Starbucks’ roots as a third place. - Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.  (19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025.   (33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.  Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Barbera Engineers: Dan Boyd]]></description><guid isPermaLink="false">a19f1f24-3fc8-11ef-b18e-ab3c73d54332</guid><pubDate>Fri, 13 Sep 2024 20:40:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712149/arml1984060955.mp3" length="58738510" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.  (00:21) Jason Moser and Matt Argersinger discuss: - The signs execs at Berkshire...</itunes:subtitle><itunes:summary><![CDATA[Normally people love reaching a milestone – but Berkshire Hathaway hitting $1T might’ve triggered a different kind of thinking for Warren Buffett and his lieutenants.  (00:21) Jason Moser and Matt Argersinger discuss: - The signs execs at Berkshire Hathaway believe the market is rich – Ajit Jain reducing his Berkshire stake, and the company winding down its buyback activity. - Brian Niccol’s vision for returning to Starbucks’ roots as a third place. - Why the market was up on RH’s results, down on Adobe’s outlook, and still hoping a Kroger/Albertson’s deal will go through.  (19:11) This week was Apple’s annual product event. Dan Barbera from MacRumors gives the scoop on the latest releases, one way the latest iPhones could fuel Vision Pro adoption, and what to expect from Apple in 2025.   (33:54) Jason and Matt break down two stocks on their radar: Top Golf Callaway and Oxford Industries.  Stocks discussed: BRK, SBUX, RH, ADBE, KR, AAPL, DNUT, OXM, MODG.  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Barbera Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Easy Money Returns</title><link>https://www.spreaker.com/episode/easy-money-returns--75712004</link><description><![CDATA[The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started.  (00:21) David Meier and Ricky Mulvey discuss: - OpenAI’s $50 billion valuation jump in one week. - A space SPAC that’s more than 10xed since April, 2024. - One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock.  Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today.  Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE  Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month.  Host: Ricky Mulvey Guests: David Meier, Asit Sharma Engineer: Dan Boyd]]></description><guid isPermaLink="false">a18ec93a-3fc8-11ef-b18e-fb1f045e4500</guid><pubDate>Thu, 12 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712004/arml7587698304.mp3" length="50356349" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started.  (00:21) David Meier and Ricky Mulvey discuss: - OpenAI’s $50 billion valuation jump in one week. - A space...</itunes:subtitle><itunes:summary><![CDATA[The European Central Bank cut rates this week and the Fed is expected to cut rates next week. When money gets cheaper, the party gets started.  (00:21) David Meier and Ricky Mulvey discuss: - OpenAI’s $50 billion valuation jump in one week. - A space SPAC that’s more than 10xed since April, 2024. - One of Warren Buffett’s top lieutenants selling $140 million of Berkshire Hathaway stock.  Then, (16:27) Asit Sharma joins Ricky to look back on Meta’s turnaround story and what it means for investors today.  Companies discussed: MSFT, ASTS, RKLB, BRK.A, BRK.B, META, LE  Visit www.factormeals.com/foolpod50 to get 50% off your first box plus 20% off your next month.  Host: Ricky Mulvey Guests: David Meier, Asit Sharma Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2087</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Southwest Changes Seats</title><link>https://www.spreaker.com/episode/southwest-changes-seats--75712185</link><description><![CDATA[The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:  Proposals for the US to develop a sovereign wealth fund  The activist battle at Southwest Airlines  Why Campbell’s dropped the “soup”   Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach. Check out the Range Rover Sport at www.landroverusa.com Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ Companies discussed: SWA, DLA, CPB  Host: Mary Long Guests: Bill Mann, Robert Brokamp, Dave Hatter Producer: Ricky Mulvey Engineer: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">a17eeb8c-3fc8-11ef-b18e-b72a0e9846c1</guid><pubDate>Wed, 11 Sep 2024 20:00:18 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712185/arml1906649561.mp3" length="38879029" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:  Proposals for the US to develop a sovereign wealth fund  The activist battle at...</itunes:subtitle><itunes:summary><![CDATA[The airline is keeping its CEO, but losing a large chunk of its board. In the fight with Elliott Management, who’s winning?(00:21) Bill Mann and Mary Long discuss:  Proposals for the US to develop a sovereign wealth fund  The activist battle at Southwest Airlines  Why Campbell’s dropped the “soup”   Then, (13:52) Robert “Bro” Brokamp continues a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about how to protect your personal data after a security breach. Check out the Range Rover Sport at www.landroverusa.com Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/ Companies discussed: SWA, DLA, CPB  Host: Mary Long Guests: Bill Mann, Robert Brokamp, Dave Hatter Producer: Ricky Mulvey Engineer: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1609</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Starbucks Can Turn Around</title><link>https://www.spreaker.com/episode/how-starbucks-can-turn-around--75712055</link><description><![CDATA[Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task.  (00:21) Jim Gillies and Ricky Mulvey discuss: - The situation that Niccol is coming into at Starbucks. - Why previous leadership at the coffee giant didn’t work out. - A sporting goods retailer that may have reached bottom.  Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure.  Visit our sponsor www.factormeals.com/foolpod50  Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/  Companies discussed: SBUX, ASO  Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Dave Hatter Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">a16e9a70-3fc8-11ef-b18e-8b4d3d7b9ff2</guid><pubDate>Tue, 10 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712055/arml5201622521.mp3" length="44414650" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task.  (00:21) Jim Gillies and Ricky Mulvey discuss: - The situation that Niccol is coming into...</itunes:subtitle><itunes:summary><![CDATA[Brian Niccol, the former CEO of Chipotle, began leading Starbucks earlier this week. Transforming the coffee shops back into third places will be a tough task.  (00:21) Jim Gillies and Ricky Mulvey discuss: - The situation that Niccol is coming into at Starbucks. - Why previous leadership at the coffee giant didn’t work out. - A sporting goods retailer that may have reached bottom.  Then, (18:22) Robert “Bro” Brokamp kicks off a two-part interview with Dave Hatter, a cybersecurity consultant at Intrust IT, about the Social Security database hack and how to make your personal information more secure.  Visit our sponsor www.factormeals.com/foolpod50  Join us at our live podcast recording in Denver with Bigger Pockets on Wednesday, September 18: https://www.meetup.com/biggerpockets/events/303028272/  Companies discussed: SBUX, ASO  Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Dave Hatter Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1839</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple’s “Glowtime” Event, AI Ambitions</title><link>https://www.spreaker.com/episode/apple-s-glowtime-event-ai-ambitions--75712077</link><description><![CDATA[Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going?   (00:21) Jason Moser and Dylan Lewis discuss:  - Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions. - The latest anti-trust case against Google and why Meta and Apple should probably be paying attention. - Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value.  (14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth.  Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS  Host: Dylan Lewis Guests: Jason Moser, Ricky Muley, Tom Shea Producer: Mary Long Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">a15ea534-3fc8-11ef-b18e-03df5f84a157</guid><pubDate>Mon, 09 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712077/arml4681299591.mp3" length="45490474" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going?   (00:21) Jason Moser and Dylan Lewis discuss:  - Apple’s “Glowtime” product event, what...</itunes:subtitle><itunes:summary><![CDATA[Big tech takes center stage with Apple’s annual iPhone event and Google’s latest anti-trust case. What do they say about where tech’s been and where it’s going?   (00:21) Jason Moser and Dylan Lewis discuss:  - Apple’s “Glowtime” product event, what to expect for the iPhone line and the company’s AI ambitions. - The latest anti-trust case against Google and why Meta and Apple should probably be paying attention. - Big Lots’ bankruptcy and why the discount retailer has struggled at a time when customers are looking for value.  (14:46) OneStream is an operating system for CFOs. Its CEO, Tom Shea, joined Ricky Mulvey for a conversation about the problems that its software solves for, its AI use case, and what's behind the company's 36% year-over-year revenue growth.  Companies discussed: AAPL, GOOG, GOOGL, META, BIG, WMT, TGT, DG, OS  Host: Dylan Lewis Guests: Jason Moser, Ricky Muley, Tom Shea Producer: Mary Long Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1884</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mailbag with Tom Gardner</title><link>https://www.spreaker.com/episode/mailbag-with-tom-gardner--75712022</link><description><![CDATA[Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about:  - Finding multi-baggers. - Under the radar opportunities. - Having a Chief Technology Officer in your family. Join Stock Advisor here: www.fool.com/signup  Members of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5  Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT  Host: Brian Stoffel Guest: Tom Gardner Producers: Mac Greer, Ricky Mulvey Engineers: Austin Morgan, Dez Jones]]></description><guid isPermaLink="false">a14ec84e-3fc8-11ef-b18e-ef29a2338966</guid><pubDate>Sun, 08 Sep 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712022/arml2627731256.mp3" length="35845756" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about:  - Finding multi-baggers. - Under the radar opportunities. - Having a Chief Technology Officer in...</itunes:subtitle><itunes:summary><![CDATA[Today’s show is a cut of our members-only podcast, Stock Advisor Roundtable. Motley Fool co-founder and CEO Tom Garnder answers member questions about:  - Finding multi-baggers. - Under the radar opportunities. - Having a Chief Technology Officer in your family. Join Stock Advisor here: www.fool.com/signup  Members of Stock Advisor and other advanced investing solutions at the Motley Fool can listen to the full show here: https://open.spotify.com/show/5qS2aRb3W5kAlffrVyok3z?si=255f8cf561f94cc5  Companies discussed: GOOG, AMZN, APPL, NVDA, SEZL, DFH, PACS, CLBT  Host: Brian Stoffel Guest: Tom Gardner Producers: Mac Greer, Ricky Mulvey Engineers: Austin Morgan, Dez Jones]]></itunes:summary><itunes:duration>1482</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Knife Juggling, Bottle Rockets, and Small Cap Investing</title><link>https://www.spreaker.com/episode/knife-juggling-bottle-rockets-and-small-cap-investing--75712012</link><description><![CDATA[The fewer eyes on a market, the less efficient it’s going to be.   Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:  - What investors should look for in younger companies. - If Walgreens has a real turnaround story brewing. - A rapidly growing travel company out of South America.  Companies discussed: WBA, SCHW, CRSP, DESP  Host: Ricky Mulvey Guest: Bill Mann  Engineer: Tim Sparks]]></description><guid isPermaLink="false">a13e0914-3fc8-11ef-b18e-9f341c28d2c0</guid><pubDate>Sat, 07 Sep 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712012/arml9237377063.mp3" length="35777861" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The fewer eyes on a market, the less efficient it’s going to be.   Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:  - What investors should look for in younger...</itunes:subtitle><itunes:summary><![CDATA[The fewer eyes on a market, the less efficient it’s going to be.   Bill Mann is the Director of Small Cap Research at The Motley Fool. He joined Ricky Mulvey to check on the small caps. They discuss:  - What investors should look for in younger companies. - If Walgreens has a real turnaround story brewing. - A rapidly growing travel company out of South America.  Companies discussed: WBA, SCHW, CRSP, DESP  Host: Ricky Mulvey Guest: Bill Mann  Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1479</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Kickoff for Private Equity Investors</title><link>https://www.spreaker.com/episode/kickoff-for-private-equity-investors--75712134</link><description><![CDATA[NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.  (00:21) Emily Flippen and Matt Argersinger discuss: - Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall. - Why private equity is interested in Smartsheet and putting money into NFL franchises this season. - The latest earnings updates from: Toro, Docusign, and ABM Industries  (20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due.  (34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith.  Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Brandon Copeland Engineers: Dan Boyd]]></description><guid isPermaLink="false">a12cbad8-3fc8-11ef-b18e-8f305f8af65f</guid><pubDate>Fri, 06 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712134/arml1450447131.mp3" length="58738426" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.  (00:21) Emily Flippen and Matt Argersinger discuss: - Weak jobs data, inverted yield...</itunes:subtitle><itunes:summary><![CDATA[NFL owners approved private equity firms investing in teams this season, we talk about the soaring franchise valuations and hear a player’s perspective on money.  (00:21) Emily Flippen and Matt Argersinger discuss: - Weak jobs data, inverted yield curve, and whether the market will cheer a larger rate cut this fall. - Why private equity is interested in Smartsheet and putting money into NFL franchises this season. - The latest earnings updates from: Toro, Docusign, and ABM Industries  (20:20) Brandon Copeland played ten years in the NFL – now the linebacker is an ivy league professor, author, and advocate for college athletes. Copeland talks through his book Your Money Playbook, the realities of an NFL contract, and how some college players are finally getting their due.  (34:45) Emily and Matt break down two stocks on their radar: McKesson and AO Smith.  Stocks discussed: SMAR, DOCU, TTC, ABM, MCK, AOS  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Brandon Copeland Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can AI Build Moats?</title><link>https://www.spreaker.com/episode/can-ai-build-moats--75712065</link><description><![CDATA[It takes more than a buncha buzzwords to build a company.  (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech company’s changing identity What C3.ai actually does  (14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.  Learn more about the Range Rover Sport www.landroverusa.com  Companies discussed: AI, NVDA, MSFT, WING  Host: Mary Long Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan]]></description><guid isPermaLink="false">a11d30ea-3fc8-11ef-b18e-4fbe5ad9d9ea</guid><pubDate>Thu, 05 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712065/arml4912359521.mp3" length="40992367" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It takes more than a buncha buzzwords to build a company.  (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech company’s changing identity What C3.ai actually does  (14:48) Sanmeet Deo joins Mary for a look at...</itunes:subtitle><itunes:summary><![CDATA[It takes more than a buncha buzzwords to build a company.  (00:21) Tim Beyers and Mary Long discuss: How jobs reports impact investment theses A tech company’s changing identity What C3.ai actually does  (14:48) Sanmeet Deo joins Mary for a look at how a chicken restaurant cooks up success.  Learn more about the Range Rover Sport www.landroverusa.com  Companies discussed: AI, NVDA, MSFT, WING  Host: Mary Long Guest: Tim Beyers, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan]]></itunes:summary><itunes:duration>1697</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>$279 Billion Lost In A Day</title><link>https://www.spreaker.com/episode/279-billion-lost-in-a-day--75712120</link><description><![CDATA[The Department of Justice has some questions about Nvidia’s business.  (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share repurchases by corporations. - Earnings from Dick’s Sporting Goods and Dollar Tree.  (18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry.  Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z  Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&amp;utm_campaign=share-btn_savedevents_share_modal&amp;utm_source=link  Host: Ricky Mulvey Guest: Jason Moser, Matt Frankel Producer: Mary Long Engineers: Dan Boyd, Chace Przylepa, Tim Sparks]]></description><guid isPermaLink="false">a10d77fe-3fc8-11ef-b18e-d3cf051d6f5d</guid><pubDate>Wed, 04 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712120/arml8551838375.mp3" length="41192096" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Department of Justice has some questions about Nvidia’s business.  (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share repurchases by corporations. - Earnings from...</itunes:subtitle><itunes:summary><![CDATA[The Department of Justice has some questions about Nvidia’s business.  (00:21) Jason Moser and Ricky Mulvey discuss: - The subpoena that instigated the chip maker's selloff. - A record amount of share repurchases by corporations. - Earnings from Dick’s Sporting Goods and Dollar Tree.  (18:10) Motley Fool contributor Matt Frankel joins Ricky to take a look at real estate brokerages Redfin and Zillow, and discuss what lower interest rates mean for the industry.  Companies discussed: NVDA, GS, DKS, WMT, DLTR, RDFN, Z  Register for our live event in Denver, CO on September 18 here: https://www.meetup.com/biggerpockets/events/303028272/?utm_medium=referral&amp;utm_campaign=share-btn_savedevents_share_modal&amp;utm_source=link  Host: Ricky Mulvey Guest: Jason Moser, Matt Frankel Producer: Mary Long Engineers: Dan Boyd, Chace Przylepa, Tim Sparks]]></itunes:summary><itunes:duration>1705</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dow Loses Chips, Boeing Loses Money</title><link>https://www.spreaker.com/episode/dow-loses-chips-boeing-loses-money--75712193</link><description><![CDATA[Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?     (00:21) Asit Sharma and Dylan Lewis discuss:  - The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here. - Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline. - Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.  (16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor.  Companies discussed: INTC, NVDA, LUV, BA  Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">a0fd0b8a-3fc8-11ef-b18e-a7cbbb85d331</guid><pubDate>Tue, 03 Sep 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712193/arml5633660646.mp3" length="46344602" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?     (00:21) Asit Sharma and Dylan Lewis discuss:  - The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here. -...</itunes:subtitle><itunes:summary><![CDATA[Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?     (00:21) Asit Sharma and Dylan Lewis discuss:  - The latest sign of Intel’s struggles – possibly being removed from the Dow – and how it got here. - Elliot Management’s increased stake in Southwest, and how the activist investor is planning on improving the airline. - Boeing’s recent analyst downgrade, and why manufacturing issues might lead to financial ones for the company’s aerospace and airline divisions.  (16:23) Alison Southwick and Robert Brokamp dig into the mailbag and some questions on asset allocation, retiring early and becoming a financial advisor.  Companies discussed: INTC, NVDA, LUV, BA  Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1920</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Missing Piece of the AI Spend Puzzle</title><link>https://www.spreaker.com/episode/missing-piece-of-the-ai-spend-puzzle--75712048</link><description><![CDATA[Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.   (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results.  - The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year.  - Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.  (19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.   (33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.  Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nell Minow Engineers: Steve Broido]]></description><guid isPermaLink="false">4c713bec-6703-11ef-bded-1b76aaaaf3ec</guid><pubDate>Tue, 03 Sep 2024 15:45:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712048/arml8928252715.mp3" length="38226571" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.   (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results.  - The global IT outage’s impact on Crowdstrike’s...</itunes:subtitle><itunes:summary><![CDATA[Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised.   (1:08) Jason Moser and Bill Mann discuss: - Nvidia’s killer quarter, and why the market yawned over the results.  - The global IT outage’s impact on Crowdstrike’s past quarter and outlook for the rest of the year.  - Chewy’s continued turnaround, Dollar General’s merchandising woes, and the new-look mature Salesforce.  (19:11) Film critic and corporate governance expert Nell Minow weights in on the summer box office and recent moves from Disney and Starbucks’ leadership teams.   (33:16) Jason and Bill break down two stocks on their radar: Birkenstock and Alimentation Couche-Tard.  Stocks discussed: NVDA, CRWD, CHWY, DG, CRM, BIRK, ANCTF  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nell Minow Engineers: Steve Broido]]></itunes:summary><itunes:duration>2372</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Analyze a Balance Sheet</title><link>https://www.spreaker.com/episode/how-to-analyze-a-balance-sheet--75712144</link><description><![CDATA[“If you thought we were in the weeds, now we’re about to start tunneling.”  Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:  - The basics of balance sheets.  - If lululemon has an inventory problem. - A cautionary tale from a mattress seller.  - Companies with strong balance sheets, (besides Berkshire Hathaway).  Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA   Host: Ricky Mulvey Guest: Jim Gillies Engineer: Tim Sparks]]></description><guid isPermaLink="false">a0dcd342-3fc8-11ef-b18e-9f3062b8e489</guid><pubDate>Sun, 01 Sep 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712144/arml6657361910.mp3" length="58910312" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>“If you thought we were in the weeds, now we’re about to start tunneling.”  Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts...</itunes:subtitle><itunes:summary><![CDATA[“If you thought we were in the weeds, now we’re about to start tunneling.”  Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can understand a company’s balance sheet. And a heads up, this show gets to some more advanced concepts than our usual fare. They discuss:  - The basics of balance sheets.  - If lululemon has an inventory problem. - A cautionary tale from a mattress seller.  - Companies with strong balance sheets, (besides Berkshire Hathaway).  Companies discussed: OTC: KSIOF, WING, LULU, SNBR, CATO, CHGG, EBAY, COST, SFM, ASO, MEDP, WINA   Host: Ricky Mulvey Guest: Jim Gillies Engineer: Tim Sparks]]></itunes:summary><itunes:duration>2443</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The State of the AI Arms Race</title><link>https://www.spreaker.com/episode/the-state-of-the-ai-arms-race--75712139</link><description><![CDATA[When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.  Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss:  Bill Gates’ initial hesitancy to invest in OpenAI.  Where LLMs go from here.  Developments in biotech.   Host: Alex Friedman Guest: Jeremy Kahn Producer: Mary Long Engineer: Dez Jones]]></description><guid isPermaLink="false">a0ccd74e-3fc8-11ef-b18e-8b2acb9f061b</guid><pubDate>Sat, 31 Aug 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712139/arml3521467465.mp3" length="45012563" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.  Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book,...</itunes:subtitle><itunes:summary><![CDATA[When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lot more competition.  Jeremy Kahn is the AI Editor at Fortune Magazine and the author of the new book, “Mastering AI: A Survival Guide to our Superpowered Future.” Alex Friedman caught up with Kahn to talk about the current AI landscape. They also discuss:  Bill Gates’ initial hesitancy to invest in OpenAI.  Where LLMs go from here.  Developments in biotech.   Host: Alex Friedman Guest: Jeremy Kahn Producer: Mary Long Engineer: Dez Jones]]></itunes:summary><itunes:duration>1864</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia’s “Burn the Ships” Moment</title><link>https://www.spreaker.com/episode/nvidia-s-burn-the-ships-moment--75712029</link><description><![CDATA[Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. - What future supercomputing systems could create. - CrowdStrike’s first call since its outage. Companies discussed: NVDA, CRWD, PANW, S Learn more about the Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guest: Tim Beyers Engineer: Tim Sparks]]></description><guid isPermaLink="false">a0ac01cc-3fc8-11ef-b18e-d709dca07143</guid><pubDate>Thu, 29 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712029/arml1807556230.mp3" length="39446467" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. - What future supercomputing systems could create. - CrowdStrike’s first call since its outage....</itunes:subtitle><itunes:summary><![CDATA[Why is the chip designer spending $50 billion on share buybacks? (00:21) Tim Beyers and Ricky Mulvey discuss: - Highlights from Nvidia’s earnings. - What future supercomputing systems could create. - CrowdStrike’s first call since its outage. Companies discussed: NVDA, CRWD, PANW, S Learn more about the Range Rover Sport at www.landroverusa.com Host: Ricky Mulvey Guest: Tim Beyers Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1632</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How Banned Chips Get to China</title><link>https://www.spreaker.com/episode/how-banned-chips-get-to-china--75712153</link><description><![CDATA[The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers. Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here. Companies discussed: CMG, JWN, ANF, CHWY, NVDA "With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html   Host: Mary Long Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">a09aad6e-3fc8-11ef-b18e-d3864b1a7c54</guid><pubDate>Wed, 28 Aug 2024 19:59:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712153/arml1368623725.mp3" length="36980909" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s...</itunes:subtitle><itunes:summary><![CDATA[The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success. (00:21) Alicia Alfiere and Mary Long discuss results from retailers, Abercrombie’s turnaround, and Chewy’s commitment to customers. Then, (12:40) New York Times reporter Ana Swanson talks with Ricky Mulvey about how Nvidia chips are ending up in China, despite America’s efforts to keep them stateside. Read Ana’s story here. Companies discussed: CMG, JWN, ANF, CHWY, NVDA "With Smugglers and Front Companies, China is Skirting American A.I. Bans." https://www.nytimes.com/2024/08/04/technology/china-ai-microchips.html   Host: Mary Long Guests: Alicia Alfiere, Ana Swanson, Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1529</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Nvidia a Vibe Stock?</title><link>https://www.spreaker.com/episode/is-nvidia-a-vibe-stock--75712027</link><description><![CDATA[In less than two years one company became the driving force of the S&amp;P 500. That rise is unprecedented.  (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results. - Temu’s owner, PDD, shedding $55 billion in value. - One possible reason why a co-CEO is talking down his company’s stock. - Red Lobster’s new CEO.  Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement.  Learn more about the Range Rover Sport at www.landroverusa.com  See how your 403(b) stacks up at www.403bwise.org  Companies discussed: NVDA, CSCO, PDD  Host: Ricky Mulvey Guests: Bill Mann, Robert Brokamp, Dan Otter, Scott Dauenhauer Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">a089cc9c-3fc8-11ef-b18e-c3dc8fdc89b8</guid><pubDate>Tue, 27 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712027/arml7260625105.mp3" length="41146086" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In less than two years one company became the driving force of the S&amp;amp;P 500. That rise is unprecedented.  (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results. - Temu’s owner, PDD, shedding $55 billion in...</itunes:subtitle><itunes:summary><![CDATA[In less than two years one company became the driving force of the S&amp;P 500. That rise is unprecedented.  (00:21) Bill Mann and Ricky Mulvey discuss: - Expectations going into Nvidia’s earnings results. - Temu’s owner, PDD, shedding $55 billion in value. - One possible reason why a co-CEO is talking down his company’s stock. - Red Lobster’s new CEO.  Then, (15:35) Robert Brokamp interviews Dan Otter and Scott Dauenhauer about the challenges that teachers face while saving for retirement.  Learn more about the Range Rover Sport at www.landroverusa.com  See how your 403(b) stacks up at www.403bwise.org  Companies discussed: NVDA, CSCO, PDD  Host: Ricky Mulvey Guests: Bill Mann, Robert Brokamp, Dan Otter, Scott Dauenhauer Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1703</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stationary Bikes are Difficult to Turn</title><link>https://www.spreaker.com/episode/stationary-bikes-are-difficult-to-turn--75712119</link><description><![CDATA[Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs. - Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies. - Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet.  (15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology.  Companies discussed: BYDDY, TSLA, PTON, BC  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, David Foulkes Producer: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Austin Morgan]]></description><guid isPermaLink="false">a078c9e2-3fc8-11ef-b18e-133d1b34968c</guid><pubDate>Mon, 26 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712119/arml2476598862.mp3" length="42178085" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Canada’s tariffs on electric vehicles from China, and what it...</itunes:subtitle><itunes:summary><![CDATA[Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Canada’s tariffs on electric vehicles from China, and what it says about global production and adoption of EVs. - Tesla’s diversified approach to manufacturing coming in handy as Canada, the U.S., Europe and China all craft trade policies. - Peloton’s return to growth… kind of. And why we’re not buying the turnaround yet.  (15:15) Mary Long talks with David Foulkes, CEO of Brunswick Corporation, on the company’s subscription boating service and the latest in marine technology.  Companies discussed: BYDDY, TSLA, PTON, BC  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, David Foulkes Producer: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Austin Morgan]]></itunes:summary><itunes:duration>1746</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meet the Fool: Tim Beyers</title><link>https://www.spreaker.com/episode/meet-the-fool-tim-beyers--75712170</link><description><![CDATA[To become an expert, you may not always need expertise. You may just need to start asking better questions.   Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about:  What convinced him to buy Amazon for the first time (and why he sold 2 years later).  Unit economics, and one company that excels at it.  The relationship between enthusiasm and education.   Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.   To become a Motley Fool member, head to www.fool.com/signup.  Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com  Host: Mary Long Guest: Tim Beyers Engineer: Dez Jones, Kyle Carruthers  Tickers mentioned: DUOL]]></description><guid isPermaLink="false">a0689c70-3fc8-11ef-b18e-27ece7a8c2a7</guid><pubDate>Sun, 25 Aug 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712170/arml4219616538.mp3" length="41333593" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>To become an expert, you may not always need expertise. You may just need to start asking better questions.   Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly...</itunes:subtitle><itunes:summary><![CDATA[To become an expert, you may not always need expertise. You may just need to start asking better questions.   Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about:  What convinced him to buy Amazon for the first time (and why he sold 2 years later).  Unit economics, and one company that excels at it.  The relationship between enthusiasm and education.   Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub.   To become a Motley Fool member, head to www.fool.com/signup.  Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com  Host: Mary Long Guest: Tim Beyers Engineer: Dez Jones, Kyle Carruthers  Tickers mentioned: DUOL]]></itunes:summary><itunes:duration>1711</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sam Altman’s Nuclear Bet</title><link>https://www.spreaker.com/episode/sam-altman-s-nuclear-bet--75712112</link><description><![CDATA[You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about:   - Why the buildout of nuclear energy stagnated and why that could change. - How Oklo is using old technology to develop new reactors. - A recycled energy source that could fuel the entire United States.  Companies mentioned: OKLO  Host: Ricky Mulvey Guest: Jake DeWitte Producer: Mary Long Engineers: Tim Sparks, Kyle Carrutherso]]></description><guid isPermaLink="false">a057d688-3fc8-11ef-b18e-4f9d8bb7103c</guid><pubDate>Sat, 24 Aug 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712112/arml8357722809.mp3" length="43997710" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about:   - Why the buildout of nuclear energy...</itunes:subtitle><itunes:summary><![CDATA[You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up with Oklo’s CEO, Jake DeWitte, for a conversation about:   - Why the buildout of nuclear energy stagnated and why that could change. - How Oklo is using old technology to develop new reactors. - A recycled energy source that could fuel the entire United States.  Companies mentioned: OKLO  Host: Ricky Mulvey Guest: Jake DeWitte Producer: Mary Long Engineers: Tim Sparks, Kyle Carrutherso]]></itunes:summary><itunes:duration>1822</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Rates Going Down, Cava Keeps Climbing</title><link>https://www.spreaker.com/episode/rates-going-down-cava-keeps-climbing--75712124</link><description><![CDATA[The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”  (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what kind of cuts investors can expect. - Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024 - Retail earnings from: Target, Lowe’s, and TJX.  (19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.  (28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.  Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">a037e03a-3fc8-11ef-b18e-8fdd0dc305fd</guid><pubDate>Fri, 23 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712124/arml3927569395.mp3" length="58984970" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”  (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what kind of cuts investors can expect. - Cava’s...</itunes:subtitle><itunes:summary><![CDATA[The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”  (00:21) Ron Gross and Matt Argersinger discuss: - The Fed’s path to lower rates and what kind of cuts investors can expect. - Cava’s blowout earnings report, and how its valuation stacks up after a stellar start to 2024 - Retail earnings from: Target, Lowe’s, and TJX.  (19:11) MFM was on-site at Podcast Movement 2024 in DC – we give you a mini-keynote on the state of the podcast industry and why more video might be in the industry and Spotify’s future.  (28:09) Ron and Matt break down two stocks on their radar: Papa John’s and Progressive.  Stocks discussed: CAVA, CMG, TGT, LOW, TJX, SPOT, PZZA, PGR  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>2446</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can Zoom be More than Zoom?</title><link>https://www.spreaker.com/episode/can-zoom-be-more-than-zoom--75712109</link><description><![CDATA[Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going.   (00:21) Jason Moser and Dylan Lewis discuss:  - Whether AI and expanded offerings can create a next act and growth pillar for Zoom. - Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up.  - The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping.   Companies discussed: ZM, LOW, HD, TGT, WMT  Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd]]></description><guid isPermaLink="false">a04790d4-3fc8-11ef-b18e-7f3c251670fe</guid><pubDate>Thu, 22 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712109/arml3144622743.mp3" length="29597398" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going.   (00:21) Jason Moser and Dylan Lewis discuss:  - Whether AI and expanded offerings can create a next act and...</itunes:subtitle><itunes:summary><![CDATA[Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going.   (00:21) Jason Moser and Dylan Lewis discuss:  - Whether AI and expanded offerings can create a next act and growth pillar for Zoom. - Why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up.  - The early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping.   Companies discussed: ZM, LOW, HD, TGT, WMT  Host: Dylan Lewis Guests: Jason Moser Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1222</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>One Lifetime of Ads =  $22,000</title><link>https://www.spreaker.com/episode/one-lifetime-of-ads-22-000--75712158</link><description><![CDATA[Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss: - The macro landscape for advertisers. - Podcasting’s shift to video. - The real value of your time to marketers. Companies discussed: TTD, PUBM, SPOT Note: No show tomorrow, we’re back on Thursday, August 22. Host: Ricky Mulvey Guests: Dylan Lewis, Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">a0181d2c-3fc8-11ef-b18e-83d7d37dd436</guid><pubDate>Tue, 20 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712158/arml6636300686.mp3" length="31505951" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss: - The macro landscape for advertisers. - Podcasting’s shift to video. -...</itunes:subtitle><itunes:summary><![CDATA[Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss: - The macro landscape for advertisers. - Podcasting’s shift to video. - The real value of your time to marketers. Companies discussed: TTD, PUBM, SPOT Note: No show tomorrow, we’re back on Thursday, August 22. Host: Ricky Mulvey Guests: Dylan Lewis, Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1301</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Silicon, Software, and Systems</title><link>https://www.spreaker.com/episode/the-silicon-software-and-systems--75712089</link><description><![CDATA[AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like. - General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven.  - The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far.  Articles mentioned on the show:  WSJ piece: Why AI Risks Are Keeping Board Members Up at Night   Salesforce’s Generative AI Guidelines   Companies discussed: AMD, NVDA, GM, CRM, NOW  Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd]]></description><guid isPermaLink="false">a007d6b0-3fc8-11ef-b18e-933dd632c3c8</guid><pubDate>Mon, 19 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712089/arml2393034047.mp3" length="27787520" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale...</itunes:subtitle><itunes:summary><![CDATA[AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Why AMD is spending $4.9B on ZT Systems, and what the company’s rack-scale ambitions look like. - General Motors’ plans to lay off over 1,000 employees, and why it might be AI-driven.  - The questions that company leadership and boards should be asking as they think about AI, and two companies that have established good AI practices so far.  Articles mentioned on the show:  WSJ piece: Why AI Risks Are Keeping Board Members Up at Night   Salesforce’s Generative AI Guidelines   Companies discussed: AMD, NVDA, GM, CRM, NOW  Host: Dylan Lewis Guests: Asit Sharma Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1146</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meet the Fool: Bill Mann</title><link>https://www.spreaker.com/episode/meet-the-fool-bill-mann--75712011</link><description><![CDATA[To get outsized returns, it can pay to find a pond where fewer people are fishing.   Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s episode, Bill talks with Mary Long about:  how travel has informed his investing philosophy.  what initially caught his eye about Chipotle.  why he thinks you should “keep turning over rocks.”    Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com  Host: Mary Long Guest: Bill Mann Engineer: Tim Sparks  Tickers mentioned: CMG, CNSWF]]></description><guid isPermaLink="false">9ff7c7b6-3fc8-11ef-b18e-27fef9f6704d</guid><pubDate>Sun, 18 Aug 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712011/arml8973963774.mp3" length="33115171" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>To get outsized returns, it can pay to find a pond where fewer people are fishing.   Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s...</itunes:subtitle><itunes:summary><![CDATA[To get outsized returns, it can pay to find a pond where fewer people are fishing.   Bill Mann is the director of Small Cap Research at The Motley Fool, lead advisor for our Global Partners service, and a frequent guest on the show. In today’s episode, Bill talks with Mary Long about:  how travel has informed his investing philosophy.  what initially caught his eye about Chipotle.  why he thinks you should “keep turning over rocks.”    Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to podcasts@fool.com  Host: Mary Long Guest: Bill Mann Engineer: Tim Sparks  Tickers mentioned: CMG, CNSWF]]></itunes:summary><itunes:duration>1368</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Dividends = Discipline</title><link>https://www.spreaker.com/episode/dividends-discipline--75711999</link><description><![CDATA[Right now, the S&amp;P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom.   Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long for a conversation about:  - Why companies pay dividends. - How to tell if a company’s payout is sustainable. - Dividend payers including Pool Corp, Nike, and Starbucks  Companies/tickers mentioned: HSY, FAST, POOL, NKE, SPG, SBUX, CMG, SPG, SCHD  Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey  Engineer: Tim Sparks]]></description><guid isPermaLink="false">9fe77eec-3fc8-11ef-b18e-f3d3a758f76f</guid><pubDate>Sat, 17 Aug 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711999/arml4541762095.mp3" length="36845756" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Right now, the S&amp;amp;P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom.   Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long...</itunes:subtitle><itunes:summary><![CDATA[Right now, the S&amp;P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom.   Matt Argesinger and Anthony Schiavone lead The Motley Fool’s Dividend Investor portfolio. They joined Mary Long for a conversation about:  - Why companies pay dividends. - How to tell if a company’s payout is sustainable. - Dividend payers including Pool Corp, Nike, and Starbucks  Companies/tickers mentioned: HSY, FAST, POOL, NKE, SPG, SBUX, CMG, SPG, SCHD  Host: Mary Long Guests: Matt Argersinger, Anthony Schiavone Producer: Ricky Mulvey  Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1524</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Market's Coiled Spring</title><link>https://www.spreaker.com/episode/the-market-s-coiled-spring--75712210</link><description><![CDATA[The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves.   (00:21) Jason Moser and Matt Argersinger discuss: - What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive. - Earnings updates from Home Depot, Walmart, and Brinker.  - Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean.  (30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue.  Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd]]></description><guid isPermaLink="false">9fd7c9ac-3fc8-11ef-b18e-ebd3953ef6a9</guid><pubDate>Fri, 16 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712210/arml4593701727.mp3" length="57187699" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves.   (00:21) Jason Moser and Matt...</itunes:subtitle><itunes:summary><![CDATA[The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves.   (00:21) Jason Moser and Matt Argersinger discuss: - What Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive. - Earnings updates from Home Depot, Walmart, and Brinker.  - Warren Buffett’s latest buys – Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean.  (30:45) Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue.  Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Walmart Wins Bargain Games</title><link>https://www.spreaker.com/episode/walmart-wins-bargain-games--75712063</link><description><![CDATA[The world’s largest retailer is crushing the market.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing power. - What broader retail sales data says about the economy. - The economic side effects of weight-loss drugs.  Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers.  Companies discussed: WMT, COST, KR, WMS, LLY  Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com  Host: Ricky Mulvey Guests: Asit Sharma, Buck Hartzell Engineer: Dan Boyd]]></description><guid isPermaLink="false">9fc839d8-3fc8-11ef-b18e-87138f633033</guid><pubDate>Thu, 15 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712063/arml9490992216.mp3" length="44672984" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The world’s largest retailer is crushing the market.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing power. - What broader retail sales data says about the economy. - The economic side effects of weight-loss...</itunes:subtitle><itunes:summary><![CDATA[The world’s largest retailer is crushing the market.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Walmart’s international growth and pricing power. - What broader retail sales data says about the economy. - The economic side effects of weight-loss drugs.  Then, (16:39) Motley Fool Analyst Buck Hartzell joins Ricky to discuss Shift4, a payments company putting up impressive growth numbers.  Companies discussed: WMT, COST, KR, WMS, LLY  Article discussed: https://www.bloomberg.com/news/features/2024-08-07/ozempic-boom-inside-usa-s-weight-loss-drug-capital?ref=biztoc.com  Host: Ricky Mulvey Guests: Asit Sharma, Buck Hartzell Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1850</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Happens if Alphabet Breaks Up?</title><link>https://www.spreaker.com/episode/what-happens-if-alphabet-breaks-up--75712137</link><description><![CDATA[Here’s why investors could win.  (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.  Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.  Learn more about the Range Rover Sport at www.landorverusa.com  Companies discussed: GOOG, GOOGL, K, ENPH, SEDG  Host: Mary Long Guests: Tim Beyers, Jason Hall, Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">9fb74c7c-3fc8-11ef-b18e-e3f6a2e39156</guid><pubDate>Wed, 14 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712137/arml1254067939.mp3" length="42162074" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Here’s why investors could win.  (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.  Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar...</itunes:subtitle><itunes:summary><![CDATA[Here’s why investors could win.  (00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector.  Then, (14:29) Jason Hall and Ricky Mulvey check in on some solar power stocks.  Learn more about the Range Rover Sport at www.landorverusa.com  Companies discussed: GOOG, GOOGL, K, ENPH, SEDG  Host: Mary Long Guests: Tim Beyers, Jason Hall, Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1745</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chipotle CEO Orders Coffee</title><link>https://www.spreaker.com/episode/chipotle-ceo-orders-coffee--75712203</link><description><![CDATA[(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle’s CEO. - What Home Depot’s quarter says about the economy. - On Holding’s impressive growth.  Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world.  Factor offer: Head to www.factormeals.com/foolpod50 and use code foolpod50 to get 50% off your first box and 20% off your next month.  Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY  Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Robert Brokamp Engineer: Dan Boyd]]></description><guid isPermaLink="false">9fa79d18-3fc8-11ef-b18e-1f21bd59e5a6</guid><pubDate>Tue, 13 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712203/arml1780175994.mp3" length="39097981" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle’s CEO. - What Home Depot’s quarter says about the economy. - On Holding’s impressive growth.  Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can...</itunes:subtitle><itunes:summary><![CDATA[(00:21) David Meier and Ricky Mulvey discuss: - Why Starbucks wants Chipotle’s CEO. - What Home Depot’s quarter says about the economy. - On Holding’s impressive growth.  Plus, (15:39) Alison Southwick and Robert Brokamp discuss how investors can prepare for a lower-rate world.  Factor offer: Head to www.factormeals.com/foolpod50 and use code foolpod50 to get 50% off your first box and 20% off your next month.  Companies discussed: SBUX, CMG, HD, TREX, ONON, NKE, OTC: ADDYY  Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Robert Brokamp Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1618</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>All Eyes on the Attention Economy</title><link>https://www.spreaker.com/episode/all-eyes-on-the-attention-economy--75712076</link><description><![CDATA[Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.    (00:21) Asit Sharma and Dylan Lewis discuss:  - Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X. - Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good.  (16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability.  Companies discussed: RDDT, DIS, W, AMZN, KO  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Jason Moser Producer: Mary Long Engineers: Dan Boyd]]></description><guid isPermaLink="false">9f97fa20-3fc8-11ef-b18e-b7383d69e277</guid><pubDate>Mon, 12 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712076/arml5756632892.mp3" length="45576128" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.    (00:21) Asit Sharma and Dylan Lewis discuss:  - Reddit’s strong growth numbers, some...</itunes:subtitle><itunes:summary><![CDATA[Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s parks segment.    (00:21) Asit Sharma and Dylan Lewis discuss:  - Reddit’s strong growth numbers, some of its monetization opportunities beyond ads, and why it could buck the trend of struggling social companies like Pinterest, Snap, and Twitter/X. - Why strong box office and streaming results weren’t enough to get investors excited about Disney, but long term the company’s prospects still look good.  (16:43) Jason Moser and Mary Long discuss Wayfair, the power of a good distribution network, and the company’s path to consistent profitability.  Companies discussed: RDDT, DIS, W, AMZN, KO  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, Jason Moser Producer: Mary Long Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1888</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nate Silver on Gambling, VCs, and AI</title><link>https://www.spreaker.com/episode/nate-silver-on-gambling-vcs-and-ai--75712199</link><description><![CDATA[What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out.   Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss:   Why Adam Neumann keeps getting money.  DraftKings’s surcharge for winning bets.  Why bubbles are bigger in meme-ified worlds.   Companies mentioned: DKNG, MSFT   Host: Ricky Mulvey Guest: Nate Silver Producer: Mary Long Engineer: Dez Jones, Chace Pryzlepa]]></description><guid isPermaLink="false">9f778ce0-3fc8-11ef-b18e-3b2a79d1e8ed</guid><pubDate>Sat, 10 Aug 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712199/arml7876079323.mp3" length="75045500" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out.   Silver joins Ricky Mulvey for a conversation about expected...</itunes:subtitle><itunes:summary><![CDATA[What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out.   Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss:   Why Adam Neumann keeps getting money.  DraftKings’s surcharge for winning bets.  Why bubbles are bigger in meme-ified worlds.   Companies mentioned: DKNG, MSFT   Host: Ricky Mulvey Guest: Nate Silver Producer: Mary Long Engineer: Dez Jones, Chace Pryzlepa]]></itunes:summary><itunes:duration>3115</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Trouble or Business as Usual?</title><link>https://www.spreaker.com/episode/big-trouble-or-business-as-usual--75712118</link><description><![CDATA[The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?   (00:21) Jason Moser and Emily Flippen discuss: - The market’s dip earlier this week and whether its business-as-usual or cause for concern. - Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.  - Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart  (19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.   (31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.  Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD  Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Bill Mann Engineers: Dan Boyd]]></description><guid isPermaLink="false">9f679b14-3fc8-11ef-b18e-db9870a8444e</guid><pubDate>Fri, 09 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712118/arml5075065031.mp3" length="57188209" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?   (00:21) Jason Moser and Emily Flippen...</itunes:subtitle><itunes:summary><![CDATA[The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?   (00:21) Jason Moser and Emily Flippen discuss: - The market’s dip earlier this week and whether its business-as-usual or cause for concern. - Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation.  - Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart  (19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.   (31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.  Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD  Host: Dylan Lewis Guests: Emily Flippen, Jason Moser, Bill Mann Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Two Growth Stories</title><link>https://www.spreaker.com/episode/two-growth-stories--75712165</link><description><![CDATA[Wall Street may be missing something about Toast.  (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could put a damper on the e-commerce platform’s growth story.  Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.  Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.  And here's the show's home on Spotify  Companies discussed: TOST, SHOP, LRCX Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd]]></description><guid isPermaLink="false">9f5806ea-3fc8-11ef-b18e-5f70820f71a9</guid><pubDate>Thu, 08 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712165/arml5558861969.mp3" length="44099411" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Wall Street may be missing something about Toast.  (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could put a damper on the e-commerce platform’s growth...</itunes:subtitle><itunes:summary><![CDATA[Wall Street may be missing something about Toast.  (00:21) Ricky Mulvey and Tim Beyers discuss: - Toast’s quarter, and move into convenience stores. - Shopify’s impressive profitability. - What could put a damper on the e-commerce platform’s growth story.  Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.  Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.  And here's the show's home on Spotify  Companies discussed: TOST, SHOP, LRCX Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1826</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Another Wild Day in the Market</title><link>https://www.spreaker.com/episode/another-wild-day-in-the-market--75712178</link><description><![CDATA[(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The importance of celebrating wins, even when you’ve got losses.  Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.  Companies mentioned: SMCI, NVDA, META, ABNB, AXON  Host: Mary Long Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey Engineers: Dan Boyd, Austin Morgan]]></description><guid isPermaLink="false">9f47e35a-3fc8-11ef-b18e-8739dd0de400</guid><pubDate>Wed, 07 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712178/arml6762627718.mp3" length="44626030" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The importance of celebrating wins, even when you’ve got...</itunes:subtitle><itunes:summary><![CDATA[(00:21) Kirsten Guerra and Mary Long discuss: - Why SuperMicro stock is down bad after boasting nearly 150% revenue growth. - Whether Airbnb's slump is due to a company problem or a macro one. -The importance of celebrating wins, even when you’ve got losses.  Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.  Companies mentioned: SMCI, NVDA, META, ABNB, AXON  Host: Mary Long Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey Engineers: Dan Boyd, Austin Morgan]]></itunes:summary><itunes:duration>1848</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“Since When Has The Fed Known Anything about The Economy?”</title><link>https://www.spreaker.com/episode/since-when-has-the-fed-known-anything-about-the-economy--75712224</link><description><![CDATA[Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.  (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others are forced to sell. - Signs that the economy is fraying, and reasons not to panic. - Celsius’s quarter.  Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security.  Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY  Learn more about the Range Rover Sport at www.landroverusa.com  Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes.  And here's the show's home on Spotify.  Got a question for the show? Email us at podcasts@fool.com  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">9f378b86-3fc8-11ef-b18e-7f6ab537d07d</guid><pubDate>Tue, 06 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712224/arml3104730407.mp3" length="44853996" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.  (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others are forced to sell. - Signs that the economy is...</itunes:subtitle><itunes:summary><![CDATA[Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.  (00:21) Jim Gillies and Ricky Mulvey discuss: - Being a buyer of stocks when others are forced to sell. - Signs that the economy is fraying, and reasons not to panic. - Celsius’s quarter.  Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security.  Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY  Learn more about the Range Rover Sport at www.landroverusa.com  Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes.  And here's the show's home on Spotify.  Got a question for the show? Email us at podcasts@fool.com  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1857</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Carry Trade, Nikkei, and Your Portfolio</title><link>https://www.spreaker.com/episode/the-carry-trade-nikkei-and-your-portfolio--75712182</link><description><![CDATA[There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.   (00:21) Jason Moser and Dylan Lewis discuss:  - The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world. - Whether investors should be paying attention to Warren Buffett’s cash position - Some keep calm and carry on advice for weathering whatever the market has in store for us.  (16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.  Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.  Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B  Host: Dylan Lewis Guests: Jason Moser, Mary Long, Lou Whiteman Producer: Ricky Mulvey Engineers: Austin Morgan, Dan Boyd]]></description><guid isPermaLink="false">9f2785b0-3fc8-11ef-b18e-d3a37acc8734</guid><pubDate>Mon, 05 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712182/arml2697497924.mp3" length="40927844" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.   (00:21) Jason Moser and Dylan Lewis discuss:  - The carry trade with the Japanese yen, and how...</itunes:subtitle><itunes:summary><![CDATA[There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts.   (00:21) Jason Moser and Dylan Lewis discuss:  - The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world. - Whether investors should be paying attention to Warren Buffett’s cash position - Some keep calm and carry on advice for weathering whatever the market has in store for us.  (16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.  Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.  Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B  Host: Dylan Lewis Guests: Jason Moser, Mary Long, Lou Whiteman Producer: Ricky Mulvey Engineers: Austin Morgan, Dan Boyd]]></itunes:summary><itunes:duration>1694</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Where Marvel Goes Next</title><link>https://www.spreaker.com/episode/where-marvel-goes-next--75712046</link><description><![CDATA[After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?  Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss:  Ike Perlmutter’s attempt to oust Bob Iger  Bubbles in comics, movies, and franchises  Takeaways from Deadpool’s $400+ million opening weekend   Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater.   Companies mentioned: DIS  Host: Ricky Mulvey Guest: Dave Gonzales Producer: Mary Long Engineer: Tim Sparks]]></description><guid isPermaLink="false">9f16d0da-3fc8-11ef-b18e-a784bf9eb0bf</guid><pubDate>Sun, 04 Aug 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712046/arml2000322522.mp3" length="46306089" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?  Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a...</itunes:subtitle><itunes:summary><![CDATA[After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?  Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss:  Ike Perlmutter’s attempt to oust Bob Iger  Bubbles in comics, movies, and franchises  Takeaways from Deadpool’s $400+ million opening weekend   Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater.   Companies mentioned: DIS  Host: Ricky Mulvey Guest: Dave Gonzales Producer: Mary Long Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1918</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Unit X and the Future of Defense</title><link>https://www.spreaker.com/episode/unit-x-and-the-future-of-defense--75712161</link><description><![CDATA[Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.   Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss:  What it’s like to disrupt Washington’s “primes”  Supersonic drones, EVOTLs, and   How investors and lawmakers can distinguish “statistical techniques” from genuine AI   Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM  Host: Ricky Mulvey Guest: Christopher Kirchoff, Raj Shah Producer: Mary Long Engineer: Tim Sparks]]></description><guid isPermaLink="false">9f06645c-3fc8-11ef-b18e-534adc22a7ea</guid><pubDate>Sat, 03 Aug 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712161/arml4750881668.mp3" length="42805027" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.   Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on...</itunes:subtitle><itunes:summary><![CDATA[Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X.   Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss:  What it’s like to disrupt Washington’s “primes”  Supersonic drones, EVOTLs, and   How investors and lawmakers can distinguish “statistical techniques” from genuine AI   Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM  Host: Ricky Mulvey Guest: Christopher Kirchoff, Raj Shah Producer: Mary Long Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1772</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech Bets on “Overinvesting”</title><link>https://www.spreaker.com/episode/big-tech-bets-on-overinvesting--75712196</link><description><![CDATA[Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.  (00:21) Ron Gross and Matt Argersinger discuss:  - Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024. - Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders. - Why Apple and Meta are holding up well during a tough earnings season for big tech. - Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.  (31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.  Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI  Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger Engineers: Dan Boyd]]></description><guid isPermaLink="false">9ef6f44a-3fc8-11ef-b18e-b76f7000f5c3</guid><pubDate>Fri, 02 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712196/arml9461933521.mp3" length="58738252" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.  (00:21) Ron Gross and Matt Argersinger discuss:  - Why recent job...</itunes:subtitle><itunes:summary><![CDATA[Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.  (00:21) Ron Gross and Matt Argersinger discuss:  - Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024. - Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders. - Why Apple and Meta are holding up well during a tough earnings season for big tech. - Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.  (31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.  Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI  Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chips, Glorious Chips!</title><link>https://www.spreaker.com/episode/chips-glorious-chips--75712140</link><description><![CDATA[Someone’s gotta make ‘em, and someone’s gotta buy ‘em.  (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center business - Meta’s “special treatment”  Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.  Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR  Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">9ee6daa6-3fc8-11ef-b18e-bfe56978f5b3</guid><pubDate>Thu, 01 Aug 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712140/arml7323061045.mp3" length="44858178" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Someone’s gotta make ‘em, and someone’s gotta buy ‘em.  (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center...</itunes:subtitle><itunes:summary><![CDATA[Someone’s gotta make ‘em, and someone’s gotta buy ‘em.  (00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss: - whether you should fall in love with companies - AMD’s data center business - Meta’s “special treatment”  Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.  Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR  Host: Mary Long Guests: Asit Sharma, Karl Thiel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1858</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“Here’s Your Unicorn Drink. Now Get Out.”</title><link>https://www.spreaker.com/episode/here-s-your-unicorn-drink-now-get-out--75712204</link><description><![CDATA[Is efficiency everything? Starbucks certainly seems to think so.  (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.  Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.  Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD  Host: Mary Long Guests: Bill Mann, Hannah Miller Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan]]></description><guid isPermaLink="false">9ed650f0-3fc8-11ef-b18e-c71333feb625</guid><pubDate>Wed, 31 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712204/arml7038292511.mp3" length="40091364" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Is efficiency everything? Starbucks certainly seems to think so.  (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.  Then, (15:10) Bloomberg media reporter Hannah Miller...</itunes:subtitle><itunes:summary><![CDATA[Is efficiency everything? Starbucks certainly seems to think so.  (00:21) Bill Mann and Mary Long discuss Microsoft’s AI timeline and what “experience” means at the world’s largest coffee chain.  Then, (15:10) Bloomberg media reporter Hannah Miller joins for a conversation on what the Paris Olympics mean for Peacock.  Companies mentioned: MSFT, SBUX, LCKNY, CMCSA, NLFX, AMZN, DIS, WBD  Host: Mary Long Guests: Bill Mann, Hannah Miller Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan]]></itunes:summary><itunes:duration>1659</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Madden Curse for Investors</title><link>https://www.spreaker.com/episode/the-madden-curse-for-investors--75712198</link><description><![CDATA[When you get to be a famous investor, it is harder to generate market-beating returns.  (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from PayPal. - Cooled expectations for Bill Ackman’s latest offering. - And if CrowdStrike is becoming a buying opportunity.  Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies.  Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL  Host: Ricky Mulvey Guests: Jason Hall, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></description><guid isPermaLink="false">9ec63300-3fc8-11ef-b18e-579d4217a615</guid><pubDate>Tue, 30 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712198/arml4237363161.mp3" length="43306609" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When you get to be a famous investor, it is harder to generate market-beating returns.  (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from PayPal. - Cooled expectations for Bill Ackman’s latest offering. - And if CrowdStrike is becoming a...</itunes:subtitle><itunes:summary><![CDATA[When you get to be a famous investor, it is harder to generate market-beating returns.  (00:21) Jason Hall and Ricky Mulvey discuss - Earnings from PayPal. - Cooled expectations for Bill Ackman’s latest offering. - And if CrowdStrike is becoming a buying opportunity.  Then, (15:01) Alison Southwick and Brian Feroldi finish up their Summer School series with a biology class and examine the life cycle of companies.  Companies mentioned: PYPL, OTC: PSHZF, DAL, CRWD, RIVN, MNDY, AMZN, AAPL  Host: Ricky Mulvey Guests: Jason Hall, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></itunes:summary><itunes:duration>1793</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>McDonald’s Returns to Value</title><link>https://www.spreaker.com/episode/mcdonald-s-returns-to-value--75712155</link><description><![CDATA[Eaters and investors are both happy to see the $5 value meal on the menu.  (00:21) Asit Sharma and Dylan Lewis discuss:  - 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors. - McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon.  (17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&amp;E’s turnaround and how her company is serving the growing electricity demand from data centers.  Companies discussed: LINE, COLD, MCD, PCG  Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Patti Poppe Producer: Mary Long, Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">9eb62050-3fc8-11ef-b18e-379d1aa956c5</guid><pubDate>Mon, 29 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712155/arml2683850799.mp3" length="48700997" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Eaters and investors are both happy to see the $5 value meal on the menu.  (00:21) Asit Sharma and Dylan Lewis discuss:  - 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors. - McDonald’s Q2...</itunes:subtitle><itunes:summary><![CDATA[Eaters and investors are both happy to see the $5 value meal on the menu.  (00:21) Asit Sharma and Dylan Lewis discuss:  - 2024’s largest IPO – cold storage company Lineage – and whether the REIT is worth watching for investors. - McDonald’s Q2 earnings, the chain’s pivot to value-oriented menu items, and why the outlook for pinched consumers likely won’t get better any time soon.  (17:44) CEO of Pacific Gas and Electric, Patti Poppe joins Ricky Mulvey to discuss PG&amp;E’s turnaround and how her company is serving the growing electricity demand from data centers.  Companies discussed: LINE, COLD, MCD, PCG  Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Patti Poppe Producer: Mary Long, Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2018</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Morgan Housel on Market History and Wild Minds</title><link>https://www.spreaker.com/episode/morgan-housel-on-market-history-and-wild-minds--75712064</link><description><![CDATA[Every stock market valuation is a number from today multiplied by a story about tomorrow.   Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss:  - Why professional money managers often underperform the market. - The relationship between success and luck for investors. - Saving like a pessimist and investing like an optimist. - What spreadsheets can’t tell you about spending.  - The benefit of losing money early in an investing journey.  Companies/Tickers Mentioned: TSLA  Host: Robert Brokamp Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">9ea5ce8a-3fc8-11ef-b18e-cbdfbcd28082</guid><pubDate>Sun, 28 Jul 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712064/arml6521832860.mp3" length="41069154" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Every stock market valuation is a number from today multiplied by a story about tomorrow.   Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This...</itunes:subtitle><itunes:summary><![CDATA[Every stock market valuation is a number from today multiplied by a story about tomorrow.   Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversation. They discuss:  - Why professional money managers often underperform the market. - The relationship between success and luck for investors. - Saving like a pessimist and investing like an optimist. - What spreadsheets can’t tell you about spending.  - The benefit of losing money early in an investing journey.  Companies/Tickers Mentioned: TSLA  Host: Robert Brokamp Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1700</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Investing Mosaic</title><link>https://www.spreaker.com/episode/the-investing-mosaic--75712159</link><description><![CDATA[How do you determine what a company’s worth? You pull a lot of information from a lot of different places.   Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:   How incentives impact valuation  The “new store growth story” at Costco  Case studies from a sneaker company and a space company   Companies/Tickers Mentioned: WINA, COST, ONON, SPCE  Host: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Dez Jones]]></description><guid isPermaLink="false">9e962b42-3fc8-11ef-b18e-13d31c208f70</guid><pubDate>Sat, 27 Jul 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712159/arml2457937384.mp3" length="47018445" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>How do you determine what a company’s worth? You pull a lot of information from a lot of different places.   Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:   How incentives impact valuation  The...</itunes:subtitle><itunes:summary><![CDATA[How do you determine what a company’s worth? You pull a lot of information from a lot of different places.   Jim Gillies joins Ricky Mulvey for a conversation on valuation and mosaic theory. They also discuss:   How incentives impact valuation  The “new store growth story” at Costco  Case studies from a sneaker company and a space company   Companies/Tickers Mentioned: WINA, COST, ONON, SPCE  Host: Ricky Mulvey Guest: Jim Gillies Producer: Mary Long Engineer: Dez Jones]]></itunes:summary><itunes:duration>1948</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Billions in Lost Business</title><link>https://www.spreaker.com/episode/billions-in-lost-business--75712205</link><description><![CDATA[We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.   (00:21) Jason Moser and Matt Argersinger discuss: - The impact of the global IT outage, where it will show up financially and how Crowdstrike responded. - Why the market is down on Tesla’s profitability - How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.   (19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.  (31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.  Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.  Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen Engineer: Dan Boyd]]></description><guid isPermaLink="false">9e85f236-3fc8-11ef-b18e-6be3178becec</guid><pubDate>Fri, 26 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712205/arml9149572644.mp3" length="58747787" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.   (00:21) Jason Moser and Matt Argersinger discuss: - The impact of...</itunes:subtitle><itunes:summary><![CDATA[We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.   (00:21) Jason Moser and Matt Argersinger discuss: - The impact of the global IT outage, where it will show up financially and how Crowdstrike responded. - Why the market is down on Tesla’s profitability - How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.   (19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.  (31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.  Stocks discussed: CRWD, MSFT, TSLA, CMG, SPOT, UPS, NVDA, TWLO, CPNG.  Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner, Emily Flippen Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>This Seat Is Taken</title><link>https://www.spreaker.com/episode/this-seat-is-taken--75712181</link><description><![CDATA[Open seating is coming to an end on Southwest flights.  (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.  Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.  Companies discussed: CMG, LUV, LULU, AMD, NVDA  Learn more about the Range Rover Sport at www.landroverusa.com.  Host: Ricky Mulvey Guests: Sanmeet Deo, Asit Sharma Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">9e762004-3fc8-11ef-b18e-c794cca8eb09</guid><pubDate>Thu, 25 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712181/arml1028868972.mp3" length="40336459" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Open seating is coming to an end on Southwest flights.  (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.  Then (11:04) Asit Sharma joins Ricky to discuss one of Warren...</itunes:subtitle><itunes:summary><![CDATA[Open seating is coming to an end on Southwest flights.  (00:21) Sanmeet Deo and Ricky Mulvey break down earnings from Chipotle and Southwest Airlines’ pressure from activist investors.  Then (11:04) Asit Sharma joins Ricky to discuss one of Warren Buffett’s favorite metrics.  Companies discussed: CMG, LUV, LULU, AMD, NVDA  Learn more about the Range Rover Sport at www.landroverusa.com.  Host: Ricky Mulvey Guests: Sanmeet Deo, Asit Sharma Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1669</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Alphabet Wants</title><link>https://www.spreaker.com/episode/what-alphabet-wants--75712023</link><description><![CDATA[…and it’s not getting from Wiz.  (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.  Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.  Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Matt Frankel Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">9e66656a-3fc8-11ef-b18e-63500532a5a1</guid><pubDate>Wed, 24 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712023/arml2656624536.mp3" length="41197078" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>…and it’s not getting from Wiz.  (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.  Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding...</itunes:subtitle><itunes:summary><![CDATA[…and it’s not getting from Wiz.  (00:21) Asit Sharma and Mary Long talk about abandoned acquisitions, AI, and robotaxis while looking at earnings from Alphabet and Tesla.  Then, (17:53) Matt Frankel and Ricky Mulvey check in on Boston Omaha, a holding company that recently lost half of its CEO team.  Companies discussed: GOOG, GOOGL, TTD, PUBM, TSLA, BOC  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Matt Frankel Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1705</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Slow, Expensive Housing Market</title><link>https://www.spreaker.com/episode/a-slow-expensive-housing-market--75712201</link><description><![CDATA[Housing supply is slowly rising. So are prices.  (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify.  Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: UPS, SPOT  Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></description><guid isPermaLink="false">9e5625ce-3fc8-11ef-b18e-034deb263ada</guid><pubDate>Tue, 23 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712201/arml4717312338.mp3" length="37041304" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Housing supply is slowly rising. So are prices.  (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify.  Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a...</itunes:subtitle><itunes:summary><![CDATA[Housing supply is slowly rising. So are prices.  (00:21) David Meier and Ricky Mulvey discuss the state of home sales and earnings from UPS and Spotify.  Then, (14:52) Alison Southwick and Brian Feroldi continue their summer school series with a language arts class for investors.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies discussed: UPS, SPOT  Host: Ricky Mulvey Guests: David Meier, Alison Southwick, Brian Feroldi Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></itunes:summary><itunes:duration>1532</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>:( Your PC Ran Into a Problem</title><link>https://www.spreaker.com/episode/your-pc-ran-into-a-problem--75712216</link><description><![CDATA[CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward?    (00:21) Tim Beyers and Dylan Lewis discuss:  - The details of the global IT outage over the weekend and CrowdStrike’s response. - CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems.  - Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first.   (17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida.   Companies discussed: CRWD, MSFT, KNSL  Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com.   Host: Dylan Lewis Guests: Tim Beyers, Bill Mann, Brian Haney Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">9e45afe6-3fc8-11ef-b18e-031ea02a2e1f</guid><pubDate>Mon, 22 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712216/arml7264928307.mp3" length="46377531" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward?    (00:21) Tim Beyers and Dylan...</itunes:subtitle><itunes:summary><![CDATA[CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward?    (00:21) Tim Beyers and Dylan Lewis discuss:  - The details of the global IT outage over the weekend and CrowdStrike’s response. - CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems.  - Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first.   (17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida.   Companies discussed: CRWD, MSFT, KNSL  Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com.   Host: Dylan Lewis Guests: Tim Beyers, Bill Mann, Brian Haney Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1921</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Getting Robbed, Making Millions, and Learning about Risk</title><link>https://www.spreaker.com/episode/getting-robbed-making-millions-and-learning-about-risk--75712035</link><description><![CDATA[What would you do if you had $10 million in cryptocurrency?  Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about:  - How Eliason’s journey in crypto affected how he thinks about risk. - Why speculative crypto games were rigged against retail traders. - How fast money corrupts those grabbing for it.  Host: Scott Kassing Guest: Nathaniel Eliason Producer: Ricky Mulvey Engineers: Tim Sparks, Kyle Carruthers]]></description><guid isPermaLink="false">9e359098-3fc8-11ef-b18e-cb5706ad1c36</guid><pubDate>Sun, 21 Jul 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712035/arml8308796512.mp3" length="43280605" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What would you do if you had $10 million in cryptocurrency?  Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation...</itunes:subtitle><itunes:summary><![CDATA[What would you do if you had $10 million in cryptocurrency?  Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about:  - How Eliason’s journey in crypto affected how he thinks about risk. - Why speculative crypto games were rigged against retail traders. - How fast money corrupts those grabbing for it.  Host: Scott Kassing Guest: Nathaniel Eliason Producer: Ricky Mulvey Engineers: Tim Sparks, Kyle Carruthers]]></itunes:summary><itunes:duration>1792</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Liz Ann Sonders on Market Concentration and Economic Cycles</title><link>https://www.spreaker.com/episode/liz-ann-sonders-on-market-concentration-and-economic-cycles--75712151</link><description><![CDATA[Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss:   - How a deluge of economic information has changed investing.  - What’s happening beneath the surface of broad market indexes. - The Magnificent Seven and the best performers in the S&amp;P 500.   Companies mentioned: SCHW, GE, NVDA  Host: Bill Mann Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Desiree Jones, Kyle Carruthers]]></description><guid isPermaLink="false">9e25acb4-3fc8-11ef-b18e-d358f89ac816</guid><pubDate>Sat, 20 Jul 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712151/arml4294712830.mp3" length="42731641" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss:   - How a deluge of...</itunes:subtitle><itunes:summary><![CDATA[Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss:   - How a deluge of economic information has changed investing.  - What’s happening beneath the surface of broad market indexes. - The Magnificent Seven and the best performers in the S&amp;P 500.   Companies mentioned: SCHW, GE, NVDA  Host: Bill Mann Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Desiree Jones, Kyle Carruthers]]></itunes:summary><itunes:duration>1769</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Small Caps are Back!</title><link>https://www.spreaker.com/episode/small-caps-are-back--75712211</link><description><![CDATA[After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.   (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad news. - The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall. - Earnings updates from Netflix, Domino’s, and Five Below.   (19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.  (33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman Engineers: Steve Broido]]></description><guid isPermaLink="false">b46a47c2-4609-11ef-861a-73941f9b94cd</guid><pubDate>Fri, 19 Jul 2024 20:01:20 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712211/arml4312020025.mp3" length="39253003" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.   (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad...</itunes:subtitle><itunes:summary><![CDATA[After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.   (00:21) Bill Mann and Jason Moser discuss: - The Russell 2000s unusual spike, and why it’s a mix of good news and bad news. - The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall. - Earnings updates from Netflix, Domino’s, and Five Below.   (19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.  (33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet. Stocks discussed: CRWD, AAPL, META, NFLX, DPZ, FIVE, DHR, GOOGL, GOOG Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Kirsten Guerra, Brett Schulman Engineers: Steve Broido]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Banks Roll On</title><link>https://www.spreaker.com/episode/big-banks-roll-on--75712075</link><description><![CDATA[The traders are making money and credit card delinquencies are hopefully plateauing.  (00:21) Matt Frankel and Ricky Mulvey discuss:  - Bank of America’s comeback story. - What big financial institutions are counting on from the Fed. - Why commercial real estate giant Prologis is getting into the data center business.  Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch.  Companies discussed: BAC, WFC, PLD, DLR  Host: Ricky Mulvey Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath Producer: Dylan Lewis Engineers: Desiree Jones, Kyle Carruthers]]></description><guid isPermaLink="false">9e0606a2-3fc8-11ef-b18e-e78e77702ae6</guid><pubDate>Thu, 18 Jul 2024 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712075/arml1857597421.mp3" length="42358731" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The traders are making money and credit card delinquencies are hopefully plateauing.  (00:21) Matt Frankel and Ricky Mulvey discuss:  - Bank of America’s comeback story. - What big financial institutions are counting on from the Fed. - Why commercial...</itunes:subtitle><itunes:summary><![CDATA[The traders are making money and credit card delinquencies are hopefully plateauing.  (00:21) Matt Frankel and Ricky Mulvey discuss:  - Bank of America’s comeback story. - What big financial institutions are counting on from the Fed. - Why commercial real estate giant Prologis is getting into the data center business.  Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch.  Companies discussed: BAC, WFC, PLD, DLR  Host: Ricky Mulvey Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath Producer: Dylan Lewis Engineers: Desiree Jones, Kyle Carruthers]]></itunes:summary><itunes:duration>1754</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Alphabet’s Next Act in Cybersecurity</title><link>https://www.spreaker.com/episode/alphabet-s-next-act-in-cybersecurity--75712172</link><description><![CDATA[Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.    (00:22) Jason Moser and Dylan Lewis discuss:  - Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024.  - Why Alphabet is eying a $23B cybersecurity acquisition. - Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track.    (16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability.  Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT  Host: Dylan Lewis Guests: Jason Moser, Alison Southwick, Brian Feroldi Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">3fcdf5d0-3f47-11ef-bcdc-83984740c20f</guid><pubDate>Wed, 17 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712172/arml5260029834.mp3" length="43702000" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.    (00:22) Jason Moser and Dylan Lewis discuss:  - Retirement lessons and a reminder to...</itunes:subtitle><itunes:summary><![CDATA[Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.    (00:22) Jason Moser and Dylan Lewis discuss:  - Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024.  - Why Alphabet is eying a $23B cybersecurity acquisition. - Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track.    (16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability.  Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT  Host: Dylan Lewis Guests: Jason Moser, Alison Southwick, Brian Feroldi Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1810</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The CEO Draft</title><link>https://www.spreaker.com/episode/the-ceo-draft--75712156</link><description><![CDATA[We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference. (7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks.  A correction: The CEO of Kinsale Capital is Michael Kehoe.  Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM  Host: Ricky Mulvey Guests: Bill Mann, Asit Sharma, Erick DeVore Engineers: Desiree Jones, Michael Towers of Marx Productions]]></description><guid isPermaLink="false">9df7097c-3fc8-11ef-b18e-cfb951fa88d8</guid><pubDate>Tue, 16 Jul 2024 20:42:15 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712156/arml4445962760.mp3" length="43091424" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference. (7:50) Then, they draft their favorite CEOs in the...</itunes:subtitle><itunes:summary><![CDATA[We’re picking CEOs for investors to watch. (1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference. (7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks.  A correction: The CEO of Kinsale Capital is Michael Kehoe.  Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM  Host: Ricky Mulvey Guests: Bill Mann, Asit Sharma, Erick DeVore Engineers: Desiree Jones, Michael Towers of Marx Productions]]></itunes:summary><itunes:duration>1784</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Live from FoolFest 2024!</title><link>https://www.spreaker.com/episode/live-from-foolfest-2024--75712214</link><description><![CDATA[We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests.  (0:49) Matt Argersinger and Andy Cross discuss: - Why dividends and some specific market indicators are in focus at FoolFest. - What to watch as earnings season picks up – Netflix’s metrics game, and whether spend returns for big-ticket items at Home Depot.  - Some of our favorite memories from a decade of FoolFests and a few trivia questions to revisit Fool stocks and the market over a 10-year period.   Companies discussed: NFLX, HD, PLD, BABA, HUBS, NVDA, ANET, PANW, MELI  Host: Dylan Lewis Guests: Matt Argersinger, Andy Cross Engineer: Desiree Jones]]></description><guid isPermaLink="false">9de6f168-3fc8-11ef-b18e-0f8c77af03a4</guid><pubDate>Mon, 15 Jul 2024 22:33:38 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712214/arml7981486992.mp3" length="37181011" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests.  (0:49) Matt Argersinger and Andy Cross discuss: - Why dividends and some specific market indicators are...</itunes:subtitle><itunes:summary><![CDATA[We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests.  (0:49) Matt Argersinger and Andy Cross discuss: - Why dividends and some specific market indicators are in focus at FoolFest. - What to watch as earnings season picks up – Netflix’s metrics game, and whether spend returns for big-ticket items at Home Depot.  - Some of our favorite memories from a decade of FoolFests and a few trivia questions to revisit Fool stocks and the market over a 10-year period.   Companies discussed: NFLX, HD, PLD, BABA, HUBS, NVDA, ANET, PANW, MELI  Host: Dylan Lewis Guests: Matt Argersinger, Andy Cross Engineer: Desiree Jones]]></itunes:summary><itunes:duration>1538</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones</title><link>https://www.spreaker.com/episode/ryan-holiday-on-decision-making-stoicism-and-comfort-zones--75712206</link><description><![CDATA[Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China.   Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good Character. Good Deeds. Dylan Lewis caught up with Holiday for a conversation about:  - How investors can implement stoic philosophy.   - Why Holiday gave up on marketing spend for his business. - The cost of getting outside of your comfort zone.   Company mentioned: AAPL  Host: Dylan Lewis Guest: Ryan Holiday Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">33496c04-3e3e-11ef-b503-0fb9028a4809</guid><pubDate>Sun, 14 Jul 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712206/arml4413735190.mp3" length="39954205" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China.   Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good...</itunes:subtitle><itunes:summary><![CDATA[Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China.   Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good Character. Good Deeds. Dylan Lewis caught up with Holiday for a conversation about:  - How investors can implement stoic philosophy.   - Why Holiday gave up on marketing spend for his business. - The cost of getting outside of your comfort zone.   Company mentioned: AAPL  Host: Dylan Lewis Guest: Ryan Holiday Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1653</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Sea Change of Mass Cognition</title><link>https://www.spreaker.com/episode/a-sea-change-of-mass-cognition--75712195</link><description><![CDATA[Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about:  How to spot true visionaries.  Missing out on an early investment opportunity in Airbnb.  Whether the AI future will be defined by incumbents or upstarts.   Companies mentioned: AMZN, LYFT, OKTA, CHGG, AAPL, MSFT  Host: Alex Friedman Guest: Mike Maples, Jr. Producer: Mary Long Engineers: Dez Jones, Tim Sparks]]></description><guid isPermaLink="false">309daaec-3f9c-11ef-bf34-07b90d32fdd3</guid><pubDate>Sat, 13 Jul 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712195/arml2164957748.mp3" length="37958611" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about:  How to spot...</itunes:subtitle><itunes:summary><![CDATA[Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about:  How to spot true visionaries.  Missing out on an early investment opportunity in Airbnb.  Whether the AI future will be defined by incumbents or upstarts.   Companies mentioned: AMZN, LYFT, OKTA, CHGG, AAPL, MSFT  Host: Alex Friedman Guest: Mike Maples, Jr. Producer: Mary Long Engineers: Dez Jones, Tim Sparks]]></itunes:summary><itunes:duration>1570</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Big Macro Gets Bigger</title><link>https://www.spreaker.com/episode/the-big-macro-gets-bigger--75712212</link><description><![CDATA[The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too.   (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending.  - Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines. - A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers.   (19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries.   (34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab.  Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW  Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell  Engineers: Steve Broido ]]></description><guid isPermaLink="false">9db79f4e-3fc8-11ef-b18e-f3870c57f70b</guid><pubDate>Fri, 12 Jul 2024 20:05:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712212/arml5219988834.mp3" length="39254997" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too.   (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the...</itunes:subtitle><itunes:summary><![CDATA[The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too.   (00:21) Ron Gross and Bill Mann discuss: - How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending.  - Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines. - A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers.   (19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries.   (34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab.  Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW  Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell  Engineers: Steve Broido ]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Other Risk Powell Is Watching</title><link>https://www.spreaker.com/episode/the-other-risk-powell-is-watching--75712043</link><description><![CDATA[Fed Chair Jerome Powell is keeping tabs on commercial real estate.  (00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.  Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&amp;T.  Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI  Check out our sponsor at www.rangeroverusa.com  Host: Ricky Mulvey Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz Producer: Mary Long Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry]]></description><guid isPermaLink="false">cf98e8a0-3fba-11ef-884e-d70e0e96ebad</guid><pubDate>Thu, 11 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712043/arml8344044564.mp3" length="43227108" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Fed Chair Jerome Powell is keeping tabs on commercial real estate.  (00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.  Then, (16:23) we play an audio-only version of...</itunes:subtitle><itunes:summary><![CDATA[Fed Chair Jerome Powell is keeping tabs on commercial real estate.  (00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.  Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&amp;T.  Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI  Check out our sponsor at www.rangeroverusa.com  Host: Ricky Mulvey Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz Producer: Mary Long Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry]]></itunes:summary><itunes:duration>1790</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>"Two Things Can Be True"</title><link>https://www.spreaker.com/episode/two-things-can-be-true--75712217</link><description><![CDATA[The market may be overvalued, but some stocks are underpriced.  (00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.  Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog.  Companies discussed: CRWD, PANW, MSFT, MNST, CELH  Host: Mary Long Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">88e400a6-3ef8-11ef-aba7-ebb29926bdc8</guid><pubDate>Wed, 10 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712217/arml6293914286.mp3" length="42516980" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The market may be overvalued, but some stocks are underpriced.  (00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.  Then, (17:28) Sanmeet...</itunes:subtitle><itunes:summary><![CDATA[The market may be overvalued, but some stocks are underpriced.  (00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.  Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog.  Companies discussed: CRWD, PANW, MSFT, MNST, CELH  Host: Mary Long Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1760</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Paramount Has a Buyer</title><link>https://www.spreaker.com/episode/paramount-has-a-buyer--75712020</link><description><![CDATA[A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal.  (00:21) Jason Moser and Ricky Mulvey discuss: - What Skydance Media is getting in the Paramount deal. - Why Netflix is winning the streaming wars. - Questions that investors should ask before putting money in a turnaround story.  Then, (15:58) Alison Southwick and Brian Feroldi kick off their summer school series with a history class on markets.  Companies discussed: PARA, NFLX, DIS, PYPL  Learn more about the Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Brian Feroldi Engineers: Dan Boyd, Desiree Jones  David Ellison interview on “The Town”: https://podcasts.apple.com/us/podcast/skydances-david-ellison-on-his-plans-for-paramount/id1612131897?i=1000661591016  Brian Feroldi’s newsletter: https://longtermmindset.co/newsletter/]]></description><guid isPermaLink="false">48b0d5ae-3e30-11ef-964e-3ffd751ea0e3</guid><pubDate>Tue, 09 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712020/arml9398976784.mp3" length="45021339" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal.  (00:21) Jason Moser and Ricky Mulvey discuss: - What Skydance Media is getting in the...</itunes:subtitle><itunes:summary><![CDATA[A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal.  (00:21) Jason Moser and Ricky Mulvey discuss: - What Skydance Media is getting in the Paramount deal. - Why Netflix is winning the streaming wars. - Questions that investors should ask before putting money in a turnaround story.  Then, (15:58) Alison Southwick and Brian Feroldi kick off their summer school series with a history class on markets.  Companies discussed: PARA, NFLX, DIS, PYPL  Learn more about the Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Brian Feroldi Engineers: Dan Boyd, Desiree Jones  David Ellison interview on “The Town”: https://podcasts.apple.com/us/podcast/skydances-david-ellison-on-his-plans-for-paramount/id1612131897?i=1000661591016  Brian Feroldi’s newsletter: https://longtermmindset.co/newsletter/]]></itunes:summary><itunes:duration>1864</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Americans are Flying, Airline Stocks are Not</title><link>https://www.spreaker.com/episode/americans-are-flying-airline-stocks-are-not--75712110</link><description><![CDATA[(00:21) Asit Sharma and Dylan Lewis discuss:  - How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand. - Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs.  (14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks.  Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF  Host: Dylan Lewis Guests: Asit Sharma, Kirsten Guerra, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">fbbc7572-3cc8-11ef-9f27-b386fd36b863</guid><pubDate>Mon, 08 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712110/arml4133430097.mp3" length="40767059" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>(00:21) Asit Sharma and Dylan Lewis discuss:  - How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand. - Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested...</itunes:subtitle><itunes:summary><![CDATA[(00:21) Asit Sharma and Dylan Lewis discuss:  - How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand. - Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs.  (14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks.  Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF  Host: Dylan Lewis Guests: Asit Sharma, Kirsten Guerra, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1687</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck</title><link>https://www.spreaker.com/episode/axios-ceo-on-media-s-existential-crisis-entrepreneurship-and-luck--75712221</link><description><![CDATA[What happens to a publisher when an AI personal assistant can just give you the news? Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caught up with VandeHei for a conversation about:  The “aha” moment that created Politico.  How AI changes our relationship with information.  Practicing good times paranoia and bad times optimism.  The case for teaching kids how to play poker.   Companies mentioned: ABNB, JPM  Host: Mary Long Guest: Jim VandeHei Producer: Ricky Mulvey  Engineers: Desiree Jones, Austin Morgan]]></description><guid isPermaLink="false">ad52856a-3aee-11ef-9721-9b09cc51261d</guid><pubDate>Sun, 07 Jul 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712221/arml3032367553.mp3" length="43189369" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What happens to a publisher when an AI personal assistant can just give you the news? Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caught up with VandeHei for a conversation about:  The...</itunes:subtitle><itunes:summary><![CDATA[What happens to a publisher when an AI personal assistant can just give you the news? Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caught up with VandeHei for a conversation about:  The “aha” moment that created Politico.  How AI changes our relationship with information.  Practicing good times paranoia and bad times optimism.  The case for teaching kids how to play poker.   Companies mentioned: ABNB, JPM  Host: Mary Long Guest: Jim VandeHei Producer: Ricky Mulvey  Engineers: Desiree Jones, Austin Morgan]]></itunes:summary><itunes:duration>1788</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How US Presidents Manage Money</title><link>https://www.spreaker.com/episode/how-us-presidents-manage-money--75712034</link><description><![CDATA[Reagan knew how to budget. Jefferson knew how to party. Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is also the founding partner of Chequers Financial Management Robert Brokamp caught up with Gorman for a conversation about:  - What FDR, a “bit of a trust fund kid,” did if he needed money. - How Ronald Reagan’s humble beginnings impacted his finances. - Why a Great Depression president was a great investor.  Host: Robert Brokamp  Guest: Megan Gorman Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">29488cf4-396a-11ef-9fbc-cfdb503c9dc0</guid><pubDate>Sat, 06 Jul 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712034/arml4246783235.mp3" length="42268116" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Reagan knew how to budget. Jefferson knew how to party. Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is also the founding partner of Chequers Financial...</itunes:subtitle><itunes:summary><![CDATA[Reagan knew how to budget. Jefferson knew how to party. Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is also the founding partner of Chequers Financial Management Robert Brokamp caught up with Gorman for a conversation about:  - What FDR, a “bit of a trust fund kid,” did if he needed money. - How Ronald Reagan’s humble beginnings impacted his finances. - Why a Great Depression president was a great investor.  Host: Robert Brokamp  Guest: Megan Gorman Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1750</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2024: Top-Heavy, AI-Fueled, Supply-Constrained</title><link>https://www.spreaker.com/episode/2024-top-heavy-ai-fueled-supply-constrained--75712218</link><description><![CDATA[It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.  (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers.  - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates.  (31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik.  Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd]]></description><guid isPermaLink="false">c45cbbc0-396a-11ef-b3e8-ef6513d0542b</guid><pubDate>Fri, 05 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712218/arml3416986281.mp3" length="57187193" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.  (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024,...</itunes:subtitle><itunes:summary><![CDATA[It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.  (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech. - Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers.  - The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates.  (31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik.  Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s Upflation?</title><link>https://www.spreaker.com/episode/what-s-upflation--75712041</link><description><![CDATA[I don’t know, what’s up with you?  Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come to be.  Read the Bloomberg article mentioned here.  Companies discussed: TSLA, TPX  Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">1f2daa2a-3978-11ef-98ed-13fe2f48e5f1</guid><pubDate>Wed, 03 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712041/arml7276470758.mp3" length="27849029" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>I don’t know, what’s up with you?  Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come to be.  Read the Bloomberg article mentioned here....</itunes:subtitle><itunes:summary><![CDATA[I don’t know, what’s up with you?  Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come to be.  Read the Bloomberg article mentioned here.  Companies discussed: TSLA, TPX  Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1149</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Chewy’s New Kitten</title><link>https://www.spreaker.com/episode/chewy-s-new-kitten--75712056</link><description><![CDATA[This investor is not a cat, though. Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029. Companies discussed: CHWY, SIX, FUN, AMZN, WMT Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks]]></description><guid isPermaLink="false">5e103bdc-38aa-11ef-9f4a-4bc1f605b5bc</guid><pubDate>Tue, 02 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712056/arml6717710371.mp3" length="26174534" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>This investor is not a cat, though. Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029. Companies discussed: CHWY, SIX, FUN, AMZN, WMT Host: Ricky Mulvey Guest:...</itunes:subtitle><itunes:summary><![CDATA[This investor is not a cat, though. Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029. Companies discussed: CHWY, SIX, FUN, AMZN, WMT Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1079</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Canada's Market: Apathy Means Opportunity</title><link>https://www.spreaker.com/episode/canada-s-market-apathy-means-opportunity--75711998</link><description><![CDATA[It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.   (00:21) Jim Gillies and Dylan Lewis discuss:  - How the TSX stacks up to the S&amp;P 500 so far in 2024. - Why investor apathy in Canada is creating some low valuations and great buying opportunities. - Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear  Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS  Host: Dylan Lewis Guests: Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">45b7a4c8-37e5-11ef-b44b-2b822d9df915</guid><pubDate>Mon, 01 Jul 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711998/arml6754052712.mp3" length="27958398" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.   (00:21) Jim Gillies and Dylan Lewis discuss:  - How the TSX stacks up to the S&amp;amp;P 500 so far in 2024. - Why investor apathy in...</itunes:subtitle><itunes:summary><![CDATA[It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market.   (00:21) Jim Gillies and Dylan Lewis discuss:  - How the TSX stacks up to the S&amp;P 500 so far in 2024. - Why investor apathy in Canada is creating some low valuations and great buying opportunities. - Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear  Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS  Host: Dylan Lewis Guests: Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1154</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Global Cold Rush</title><link>https://www.spreaker.com/episode/the-global-cold-rush--75712215</link><description><![CDATA[Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:  - The cold chain and our economy. - Finding investment opportunities inside of refrigerators. - And one reason why Unilever gave up on ice cream. - A new technology changing how we eat fruits and vegetables.  Companies mentioned: COLD, WMT, UL, YUMC  Host: Ricky Mulvey Guest: Nicola Twilley Producer: Mary Long Engineers: Desiree Jones, Chace Pryzlepa]]></description><guid isPermaLink="false">055d3234-08ca-11ef-889a-5b1658ed2453</guid><pubDate>Sun, 30 Jun 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712215/arml5877856274.mp3" length="46397278" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:  - The cold chain and our economy. - Finding...</itunes:subtitle><itunes:summary><![CDATA[Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:  - The cold chain and our economy. - Finding investment opportunities inside of refrigerators. - And one reason why Unilever gave up on ice cream. - A new technology changing how we eat fruits and vegetables.  Companies mentioned: COLD, WMT, UL, YUMC  Host: Ricky Mulvey Guest: Nicola Twilley Producer: Mary Long Engineers: Desiree Jones, Chace Pryzlepa]]></itunes:summary><itunes:duration>1922</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Two Most Important Questions in Investing</title><link>https://www.spreaker.com/episode/the-two-most-important-questions-in-investing--75712067</link><description><![CDATA[What is it worth? Why?   Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:  - The difference between price and value. - What financial metrics can and can’t tell investors. - The valuation case for a sporting goods retailer.  Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM  Host: Ricky Mulvey Guest: Jim Gillies Engineer: Tim Sparks ]]></description><guid isPermaLink="false">053f4d82-08ca-11ef-889a-7f7a26f92f1f</guid><pubDate>Sat, 29 Jun 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712067/arml7807306625.mp3" length="42252302" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What is it worth? Why?   Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:  - The difference between...</itunes:subtitle><itunes:summary><![CDATA[What is it worth? Why?   Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:  - The difference between price and value. - What financial metrics can and can’t tell investors. - The valuation case for a sporting goods retailer.  Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM  Host: Ricky Mulvey Guest: Jim Gillies Engineer: Tim Sparks ]]></itunes:summary><itunes:duration>1749</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Amazon Up, Walgreens, Nike &amp; McPlant Down</title><link>https://www.spreaker.com/episode/amazon-up-walgreens-nike-mcplant-down--75712188</link><description><![CDATA[Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?  (00:21) Jason Moser and Bill Mann discuss: - Tips for playing the long game with the 2024 election cycle ramping up - Amazon joining the $2T club, and which member is most likely to experience a big fall. - Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.  (19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.  (31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.  Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI  Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">05201462-08ca-11ef-889a-2f4b5587118c</guid><pubDate>Fri, 28 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712188/arml3793947071.mp3" length="58738000" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?  (00:21) Jason Moser and Bill Mann discuss: - Tips for playing the long game with the 2024 election cycle ramping up - Amazon joining the $2T...</itunes:subtitle><itunes:summary><![CDATA[Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?  (00:21) Jason Moser and Bill Mann discuss: - Tips for playing the long game with the 2024 election cycle ramping up - Amazon joining the $2T club, and which member is most likely to experience a big fall. - Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.  (19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.  (31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.  Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI  Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Amazon Joins the $2 Trillion Club</title><link>https://www.spreaker.com/episode/amazon-joins-the-2-trillion-club--75712171</link><description><![CDATA[Welcome to the stock market in 2024.  When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month.  (00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company.  Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media.  Companies discussed: CHWY, AMZN, PARA  Check out Puck’s newsletters: https://puck.news/newsletters/  Host: Ricky Mulvey Guests: Tim Beyers, William Cohan Producer: Dylan Lewis Engineers: Dan Boyd, Tim Sparks  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">0501afe0-08ca-11ef-889a-0bcb891480b3</guid><pubDate>Thu, 27 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712171/arml4723609444.mp3" length="45739763" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Welcome to the stock market in 2024.  When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month....</itunes:subtitle><itunes:summary><![CDATA[Welcome to the stock market in 2024.  When we recorded today’s show, Chewy was up about 60% for the month. By the time we wrote the description, Roaring Kitty had posted a picture of a dog and the stock was briefly up more than 80% on the month.  (00:21) Ricky Mulvey and Tim Beyers discuss what’s behind Chewy’s surge, Amazon’s new retail plan and journey to being a multi-trillion-dollar company.  Then, William Cohan from Puck (16:13) joins Ricky to discuss his reporting on Paramount and future after it turned down a buyout deal from Skydance Media.  Companies discussed: CHWY, AMZN, PARA  Check out Puck’s newsletters: https://puck.news/newsletters/  Host: Ricky Mulvey Guests: Tim Beyers, William Cohan Producer: Dylan Lewis Engineers: Dan Boyd, Tim Sparks  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1894</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>FedEx Paints a Macro Picture</title><link>https://www.spreaker.com/episode/fedex-paints-a-macro-picture--75712190</link><description><![CDATA[2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles.  - FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture.   (15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium.  Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC  Host: Dylan Lewis Guests: Asit Sharma, Adam Ante, Ricky Mulvey Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">04e31b66-08ca-11ef-889a-1b75e1105273</guid><pubDate>Wed, 26 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712190/arml4219459377.mp3" length="46145215" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Rivian and Volkswagen’s partnership and why capital...</itunes:subtitle><itunes:summary><![CDATA[2024 was a year of uncertainty for FedEx and the business of getting goods from A to B. Looking out to 2025, they expect shipping to pick up again.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Rivian and Volkswagen’s partnership and why capital and scale are the name of the game in electric vehicles.  - FedEx’s year focusing on costs paying off, and what their outlook says about the general macro picture.   (15:24) Adam Ante, CFO of Paycor, walks Ricky Mulvey through how the company fits into the landscape of payroll and HR software and the investment thesis behind naming an NFL Stadium.  Companies discussed: RIVN, VWAPY, FDX, PYCR, PAYC  Host: Dylan Lewis Guests: Asit Sharma, Adam Ante, Ricky Mulvey Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1911</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Starbucks Sells Energy Drinks Now</title><link>https://www.spreaker.com/episode/starbucks-sells-energy-drinks-now--75712148</link><description><![CDATA[The coffee giant is making a play into a fast growing market.  (00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.  Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades.  Companies mentioned: AAPL, AXON, SBUX, CCL  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Engineers: Dan Boyd, Austin Morgan  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">04c2d4c8-08ca-11ef-889a-0359db7b6553</guid><pubDate>Tue, 25 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712148/arml6087078939.mp3" length="42799323" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The coffee giant is making a play into a fast growing market.  (00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.  Then, (16:18) Robert Brokamp shares how...</itunes:subtitle><itunes:summary><![CDATA[The coffee giant is making a play into a fast growing market.  (00:21) Jason Moser and Ricky Mulvey discuss Apple’s plans for its next headset, Starbucks new offerings, and earnings from Carnival Cruise Line.  Then, (16:18) Robert Brokamp shares how he’s preparing for retirement, and what he’s learned from leading The Motley Fool’s “Rule Your Retirement” newsletter for two decades.  Companies mentioned: AAPL, AXON, SBUX, CCL  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp Engineers: Dan Boyd, Austin Morgan  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1772</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Customers for Life?</title><link>https://www.spreaker.com/episode/customers-for-life--75712016</link><description><![CDATA[ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.  (00:21) Bill Barker and Dylan Lewis discuss:  - How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market. - RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS. - Target and Shopify linking up for a win-win partnership.  (13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.  Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW  Host: Dylan Lewis Guests: Tim Beyers, Tim Beyers, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">04a3e45a-08ca-11ef-889a-37fad5edebe4</guid><pubDate>Mon, 24 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712016/arml1051503788.mp3" length="38485434" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.  (00:21) Bill...</itunes:subtitle><itunes:summary><![CDATA[ResMed has had the market on sleep apnea cornered for a while, but new weight-loss drugs might be creeping in. We look at what could change based on recent studies and some other businesses that have established lifelong customers.  (00:21) Bill Barker and Dylan Lewis discuss:  - How weight-loss drugs like Eli Lilly’s Zepbound might be coming for ResMed and the sleep apnea market. - RXO take a bigger piece of the brokered transportation market, scooping up Coyote Logistics from UPS. - Target and Shopify linking up for a win-win partnership.  (13:02) Tim Beyers and Ricky Mulvey discuss the value of lifetime-customer relationships, why they’re huge for the likes of Apple, and Costco, and one lesser-known name that may have one too.  Companies discussed: LLY, NVO, RMD, SPOT, AAPL, SNOW  Host: Dylan Lewis Guests: Tim Beyers, Tim Beyers, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1592</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meet the Fool: Ron Gross</title><link>https://www.spreaker.com/episode/meet-the-fool-ron-gross--75711993</link><description><![CDATA[Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.  Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts.   Share stories of your own investing journey with us at podcasts@fool.com.   Host: Mary Long Guest: Ron Gross Engineer: Dez Jones, Annie Pope]]></description><guid isPermaLink="false">0484d93e-08ca-11ef-889a-03239a4872a4</guid><pubDate>Sun, 23 Jun 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75711993/arml4622791250.mp3" length="32590208" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.  Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with...</itunes:subtitle><itunes:summary><![CDATA[Michael J. Fox might not know it, but his character on “Family Ties” set the course for one Fool’s investing career.  Ron Gross is the Director of US Investing at The Motley Fool and a frequent guest on the show. In today’s episode, Ron talks with Mary Long about his early days on Wall Street, what he’s learned from crises, and the attributes he looks for when hiring new analysts.   Share stories of your own investing journey with us at podcasts@fool.com.   Host: Mary Long Guest: Ron Gross Engineer: Dez Jones, Annie Pope]]></itunes:summary><itunes:duration>1347</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI’s ROI</title><link>https://www.spreaker.com/episode/ai-s-roi--75712183</link><description><![CDATA[In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?  RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss: -The rate of improvement for AI models -How non-Mag 7 companies are using AI -And one company that’s spending smartly on the new technology.   Take a look at the Gartner Hype Cycle.   Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks  Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL]]></description><guid isPermaLink="false">04691fc8-08ca-11ef-889a-4b8f6b9ef8db</guid><pubDate>Sat, 22 Jun 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712183/arml3866562294.mp3" length="45773153" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?  RIcky...</itunes:subtitle><itunes:summary><![CDATA[In 2023, the AI industry spent an estimated $50 billion on Nvidia chips, with the purpose of training AI models. The payoff for all that spend, according to Sequoia Capital, is $3 billion in revenue. Is that a return worth bragging about?  RIcky Mulvey talks with Fool analyst Asit Sharma about how investors might think about companies’ AI spend. They also discuss: -The rate of improvement for AI models -How non-Mag 7 companies are using AI -And one company that’s spending smartly on the new technology.   Take a look at the Gartner Hype Cycle.   Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks  Companies discussed: GOOG, MSFT, NVDA, ARM, AMD, ORCL]]></itunes:summary><itunes:duration>1896</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Millions, Billions, Trillions for Nvidia</title><link>https://www.spreaker.com/episode/millions-billions-trillions-for-nvidia--75712131</link><description><![CDATA[Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&amp;P 500 is.  (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies. - An luxury-fashion IPO that wasn’t in Italy. - AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .  (19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.  (35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.  Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL  Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Fawn Weaver Engineers: Dan Boyd, Austin Morgan]]></description><guid isPermaLink="false">044e07ce-08ca-11ef-889a-3b62743af0f7</guid><pubDate>Fri, 21 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712131/arml9643397841.mp3" length="58738342" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&amp;amp;P 500 is.  (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft,...</itunes:subtitle><itunes:summary><![CDATA[Nvidia’s been on such a tear, it’s tough to keep the zeroes straight. We talk through its status as a top dog in the market and how top-heavy the S&amp;P 500 is.  (:21) Ron Gross and Bill Mann discuss: - How Nvidia stacks up to fellow titan Microsoft, and whether investors should be worried about how much of the market’s returns are being driven by a few companies. - An luxury-fashion IPO that wasn’t in Italy. - AI pushing Accenture through a slowdown in its core business and how Darden’s Restaurant chains are holding up as pricing comes into focus for food .  (19:11) Fawn Weaver, CEO of Uncle Nearest, the fastest growing and most awarded whiskey and bourbon brand of the past few years, tells one of the greatest stories in the alcohol business and offers up a cocktail to beat the heat this summer.  (35:20) Ron and Bill break down two stocks on their radar: Old Dominion Freight Line and McCormick.  Stocks discussed: NVDA, MSFT, F, ACN, DRI, MCK, ODFL  Host: Dylan Lewis Guests: Bill Mann, Ron Gross, Fawn Weaver Engineers: Dan Boyd, Austin Morgan]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Our Listeners Can Fix Cracker Barrel</title><link>https://www.spreaker.com/episode/our-listeners-can-fix-cracker-barrel--75712180</link><description><![CDATA[Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.  (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners.  Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea.  Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG  Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Alicia Alfiere Engineer: Dan Boyd  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited)]]></description><guid isPermaLink="false">0432482c-08ca-11ef-889a-9bbf5f0e050d</guid><pubDate>Thu, 20 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712180/arml4984770182.mp3" length="42439570" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.  (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by...</itunes:subtitle><itunes:summary><![CDATA[Cracker Barrel is trading lower than it did when its restaurants were shut down during the pandemic.  (00:21) Bill Mann and Ricky Mulvey discuss Nvidia becoming the most valuable company, and review turnaround plans for Cracker Barrel sent in by Motley Fool Money listeners.  Plus, (13:55) Alicia Alfiere and Mary Long take a look at Coupang, a dominant e-commerce company in South Korea.  Companies discussed: NVDA, MSFT, CBRL, WDFC, CPNG  Host: Ricky Mulvey Guests: Bill Mann, Mary Long, Alicia Alfiere Engineer: Dan Boyd  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account (edited)]]></itunes:summary><itunes:duration>1757</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fisker: No Gas, All Brakes</title><link>https://www.spreaker.com/episode/fisker-no-gas-all-brakes--75712113</link><description><![CDATA[Sometimes, a billion bucks just isn’t enough to kickstart the engine.  (00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet.  Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities.  Learn more about the Range Rover Sport at www.landroverusa.com  Got a question for Alison and Bro? Email it to podcasts@fool.com  Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD  Host: Mary Long Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">03fb79be-08ca-11ef-889a-8f9da7cf5eca</guid><pubDate>Tue, 18 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712113/arml3230137913.mp3" length="43934865" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sometimes, a billion bucks just isn’t enough to kickstart the engine.  (00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet.  Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering...</itunes:subtitle><itunes:summary><![CDATA[Sometimes, a billion bucks just isn’t enough to kickstart the engine.  (00:21) Asit Sharma and Mary Long discuss Fisker’s bankruptcy and Wells Fargo’s latest credit card bet.  Then, at (17:22), Ailson and Bro tackle the listener mailbag, answering questions about retirement distributions, target date funds, and commodities.  Learn more about the Range Rover Sport at www.landroverusa.com  Got a question for Alison and Bro? Email it to podcasts@fool.com  Companies discussed: FSRN, TSLA, WFC, GSG, DBC, GLD  Host: Mary Long Guests: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1819</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Activists at Autodesk’s Door</title><link>https://www.spreaker.com/episode/activists-at-autodesk-s-door--75712192</link><description><![CDATA[Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Why Starboard Value is putting Autodesk’s management team and board on notice. - Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech. - Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.  Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.  Companies discussed: ADSK, AVGO, NVDA, TSLA.  Catch Jensen Huang’s Caltech commencement speech here: https://www.youtube.com/watch?v=-qXDdToZHzE&amp;t=3138s  Go to www.monarchmoney.com/fool for an extended 30-day free trial.  Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle Producer: Mary Long Engineers: Dan Boyd, Dez Jones]]></description><guid isPermaLink="false">03dfbf3a-08ca-11ef-889a-a7a0e733bb83</guid><pubDate>Mon, 17 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712192/arml8905808570.mp3" length="43386605" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Why Starboard Value is...</itunes:subtitle><itunes:summary><![CDATA[Starboard Value would like to see some changes at Autodesk and isn’t shy about it. And Jensen Huang’s commencement address at Caltech has some timeless life and investing advice.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Why Starboard Value is putting Autodesk’s management team and board on notice. - Broadcom’s 10-for-1 stock split, and why the 90s are alive and well in tech. - Nvidia CEO Jensen Huang’s advice for graduates at Caltech and wisdom from 30 years at the helm.  Then, at (18:02) Ricky Mulvey talks with Bryce Tingle, business law professor and author of the new book, “Hard Lessons in Corporate Governance,” about Elon Musk’s big pay raise.  Companies discussed: ADSK, AVGO, NVDA, TSLA.  Catch Jensen Huang’s Caltech commencement speech here: https://www.youtube.com/watch?v=-qXDdToZHzE&amp;t=3138s  Go to www.monarchmoney.com/fool for an extended 30-day free trial.  Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bryce Tingle Producer: Mary Long Engineers: Dan Boyd, Dez Jones]]></itunes:summary><itunes:duration>1796</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meet the Fool: Jason Moser</title><link>https://www.spreaker.com/episode/meet-the-fool-jason-moser--75712168</link><description><![CDATA[Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too.   Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life.   Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com   Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA   Host: Mary Long Guest: Jason Moser Engineer: Tim Sparks]]></description><guid isPermaLink="false">03c41118-08ca-11ef-889a-afb5d7b9614b</guid><pubDate>Sun, 16 Jun 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712168/arml1325393282.mp3" length="30031119" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too.   Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In...</itunes:subtitle><itunes:summary><![CDATA[Peter Lynch says that some of the best investments can be found by looking at what you use every day. The same thinking might apply to careers, too.   Jason Moser is a Senior Analyst at The Motley Fool who heads up our Virtual Revolution portfolio. In today’s episode, Jason talks with Mary Long about early investing successes, what’s shaped his investing philosophy, and how golf changed his life.   Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com   Tickers mentioned: F, BAC, BRK.A, BRK.B, MKL, GVA   Host: Mary Long Guest: Jason Moser Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1240</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meet the Fool: Asit Sharma</title><link>https://www.spreaker.com/episode/meet-the-fool-asit-sharma--75712128</link><description><![CDATA[How do you go from writing poetry to reading 10Ks for a living?   Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot.  Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com  Also: Join Stock Advisor, The Motley Fool’s flagship investing service, at www.fool.com/asit  Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Tim Sparks  Tickers mentioned: AMZN]]></description><guid isPermaLink="false">03a8b698-08ca-11ef-889a-570749c99187</guid><pubDate>Sat, 15 Jun 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712128/arml4979226638.mp3" length="28968522" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>How do you go from writing poetry to reading 10Ks for a living?   Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing...</itunes:subtitle><itunes:summary><![CDATA[How do you go from writing poetry to reading 10Ks for a living?   Asit Sharma is a Senior Analyst at The Motley Fool and a frequent guest on the show. In today’s episode, Asit talks with Mary Long about “the long and winding road” of his investing journey, mistakes he’s made along the way, and advice for navigating a career pivot.  Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send us a note (or a voice recording!) to podcasts@fool.com  Also: Join Stock Advisor, The Motley Fool’s flagship investing service, at www.fool.com/asit  Host: Mary Long Guest: Asit Sharma Producer: Ricky Mulvey Engineer: Tim Sparks  Tickers mentioned: AMZN]]></itunes:summary><itunes:duration>1196</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple Shows Intelligence, Fed Signals Caution</title><link>https://www.spreaker.com/episode/apple-shows-intelligence-fed-signals-caution--75712219</link><description><![CDATA[Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .  (00:21) Jason Moser and Emily Flippen discuss: - Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. . -Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time. - The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter.  (19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck.  (34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries.  Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">038de7dc-08ca-11ef-889a-eb6a1809ce9b</guid><pubDate>Fri, 14 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712219/arml1726508504.mp3" length="58738386" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .  (00:21) Jason Moser and Emily Flippen discuss: - Apple’s...</itunes:subtitle><itunes:summary><![CDATA[Apple arrives on the scene with its AI debut Apple Intelligence, we check in on who is winning the artificial intelligence arms race and whether we’ll actually see a Fed rate cut in 2024 .  (00:21) Jason Moser and Emily Flippen discuss: - Apple’s entrance to the world of AI, the details of Apple Intelligence and the OpenAI partnership. . -Tesla shareholders approving Elon Musk’s 2018 pay package and plans to move to Texas, and what’s next for the largest executive compensation plan of all time. - The Fed’s plan to hold steady on rates, and Adobe’s stellar quarter.  (19:11) Trex CEO Bryan Fairbanks talks through the state of outdoor decking and the company’s plans to grow by replacing the average wood deck.  (34:12) Jason and Emily break down two stocks on their radar: Autodesk and Green Thumb Industries.  Stocks discussed: AAPL, MSFT, TSLA, ADBE, ADSK, GTBIF  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oracle and the AI Boom</title><link>https://www.spreaker.com/episode/oracle-and-the-ai-boom--75712117</link><description><![CDATA[Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7 Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Austin Morgan Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">037182cc-08ca-11ef-889a-2fa8fbcfb374</guid><pubDate>Thu, 13 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75712117/arml4621209728.mp3" length="43922067" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony...</itunes:subtitle><itunes:summary><![CDATA[Is the software giant still a growth company? (00:21) Tim Beyers and Ricky Mulvey break down results from Oracle and why Microsoft is focusing on start-ups for the next leg of its AI strategy. Plus, (18:10) Mary Long and Motley Fool analyst Anthony Schiavone look at Hershey’s near-term headwinds and long-term opportunity for investors. Companies discussed: ORCL, MSFT, DOCN, HSY Article discussed: https://www.wsj.com/tech/ai/microsoft-nadella-openai-inflection-9727e77a?mod=hp_lead_pos7 Host: Ricky Mulvey Guests: Tim Beyers, Mary Long, Anthony Schiavone Engineers: Tim Sparks, Austin Morgan Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1819</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Greet the Next Bear Market</title><link>https://www.spreaker.com/episode/how-to-greet-the-next-bear-market--75714734</link><description><![CDATA[If everyone else is buying, should you be too?  (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by.  Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality.  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account  Companies discussed: PTON, UA  Host: Mary Long Guests: Jim Gillies, Alex Friedman, Richard Davis Producer: Ricky Mulvey Engineers: Dan Boyd, Dez Jones]]></description><guid isPermaLink="false">03567450-08ca-11ef-889a-eb2dc98fc18d</guid><pubDate>Wed, 12 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714734/arml3958710433.mp3" length="36953061" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If everyone else is buying, should you be too?  (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by.  Then, at (16:10) Alex Friedman talks with organizational psychologist...</itunes:subtitle><itunes:summary><![CDATA[If everyone else is buying, should you be too?  (00:21) Jim Gillies and Mary Long discuss macro news from the US and Canada. Plus, Jim reflects on down markets of days gone by.  Then, at (16:10) Alex Friedman talks with organizational psychologist Richard Davis, author of the new book “Good Judgment,” about the importance of a CEO’s personality.  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account  Companies discussed: PTON, UA  Host: Mary Long Guests: Jim Gillies, Alex Friedman, Richard Davis Producer: Ricky Mulvey Engineers: Dan Boyd, Dez Jones]]></itunes:summary><itunes:duration>1528</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Apple Didn’t Say</title><link>https://www.spreaker.com/episode/what-apple-didn-t-say--75714878</link><description><![CDATA[It’s not artificial intelligence. It’s Apple Intelligence.  (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself.  Then, (17:48) Alison Southwick and Robert Brokamp check in on the state of retirement.  Learn more about the Range Rover Sport at www.landroverusa.com  Got a question for Alison and Bro? Email it to podcasts@fool.com  Companies discussed: AAPL, MSFT, CBRL  Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Annie Pope]]></description><guid isPermaLink="false">033b9338-08ca-11ef-889a-fb918740969b</guid><pubDate>Tue, 11 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714878/arml8339990482.mp3" length="44845140" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s not artificial intelligence. It’s Apple Intelligence.  (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how...</itunes:subtitle><itunes:summary><![CDATA[It’s not artificial intelligence. It’s Apple Intelligence.  (00:21) Nick Sciple and Ricky Mulvey discuss the updates from Apple’s Worldwide Developers Conference, and what they mean for the tech giant’s customers and investors. Plus, they look at how Cracker Barrel is trying to reinvent itself.  Then, (17:48) Alison Southwick and Robert Brokamp check in on the state of retirement.  Learn more about the Range Rover Sport at www.landroverusa.com  Got a question for Alison and Bro? Email it to podcasts@fool.com  Companies discussed: AAPL, MSFT, CBRL  Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Annie Pope]]></itunes:summary><itunes:duration>1857</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>We Can Fix You, Southwest</title><link>https://www.spreaker.com/episode/we-can-fix-you-southwest--75714747</link><description><![CDATA[Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline. - Nvidia’s stock split, and why this one may matter more than most. - The new names in the S&amp;P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market.   (17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes.  Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN  Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Jason Barr Producer: Ricky Mulvey Engineers: Dan Boyd  Visit our sponsor Monarch Money: Go to monarchmoney.com/FOOL for an extended 30 day free trial.]]></description><guid isPermaLink="false">03201996-08ca-11ef-889a-8b2b419bf71e</guid><pubDate>Mon, 10 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714747/arml8041508908.mp3" length="45565758" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in...</itunes:subtitle><itunes:summary><![CDATA[Elliott Management amps up the activist activity, and puts Southwest’s leadership and board on notice.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Why Elliot Management is looking to shakeup leadership at Southwest after taking a 10%+ stake in the airline. - Nvidia’s stock split, and why this one may matter more than most. - The new names in the S&amp;P 500 – Crowdstrike, KKR, and GoDaddy – and what they say about the state of the market.   (17:57) Are the world’s tallest buildings ego-projects or promising investment opportunities? Ricky Mulvey talks with economist and skyscraper expert Jason Barr, about the state of “supertalls” and how China’s building boom is leading to an increase in homeowners without homes.  Companies discussed: LUV, NVDA, CRWD, KKR, GDDY, RHI, CMA, ILMN  Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Jason Barr Producer: Ricky Mulvey Engineers: Dan Boyd  Visit our sponsor Monarch Money: Go to monarchmoney.com/FOOL for an extended 30 day free trial.]]></itunes:summary><itunes:duration>1887</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ozempic’s Unknowns</title><link>https://www.spreaker.com/episode/ozempic-s-unknowns--75714680</link><description><![CDATA[Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”?  Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight Loss Drugs.” Ricky Mulvey caught up with Hari for a conversation about:  The medical magic that makes GLPs so effective  Whether online pharmacies can responsibly prescribe these drugs  Why there’s a much larger market for these in the US than in other parts of the world   To see where you can get a copy of “Magic Pill,” head to: www.magicpillbook.com  Host: Ricky Mulvey Guest: Johann Hari Producer: Mary Long Engineer: Tim Sparks  Companies discussed: NVO, LLY, ZM]]></description><guid isPermaLink="false">0304978e-08ca-11ef-889a-bbf082e31e02</guid><pubDate>Sun, 09 Jun 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714680/arml8105199830.mp3" length="52419821" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”?  Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New...</itunes:subtitle><itunes:summary><![CDATA[Nearly half of Americans say they’re willing to pay for weight-loss drugs. But what are the downsides to these so-called “miracle drugs”?  Johann Hari is the author of the book, “Magic Pill: The Extraordinary Benefits and Disturbing Risks of the New Weight Loss Drugs.” Ricky Mulvey caught up with Hari for a conversation about:  The medical magic that makes GLPs so effective  Whether online pharmacies can responsibly prescribe these drugs  Why there’s a much larger market for these in the US than in other parts of the world   To see where you can get a copy of “Magic Pill,” head to: www.magicpillbook.com  Host: Ricky Mulvey Guest: Johann Hari Producer: Mary Long Engineer: Tim Sparks  Companies discussed: NVO, LLY, ZM]]></itunes:summary><itunes:duration>2173</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Multifamily Overbuilt?</title><link>https://www.spreaker.com/episode/is-multifamily-overbuilt--75714765</link><description><![CDATA[Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors?  Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet.  Host: Ricky Mulvey Guest: Matt Argersinger Producer: Mary Long Engineer: Dan Boyd  Epic Bundle discount link: www.fool.com/epic  Companies discussed: MAA, PLD, DLR, SPG]]></description><guid isPermaLink="false">02e97c38-08ca-11ef-889a-03de7ade1200</guid><pubDate>Sat, 08 Jun 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714765/arml1189863392.mp3" length="30011006" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors?  Matt Argersinger and Ricky Mulvey...</itunes:subtitle><itunes:summary><![CDATA[Last year, 440,000 new apartments went on the market – a 36-year high. This year, even more new builds are coming. That’s good news for renters, but perhaps less good for developers. What about REIT investors?  Matt Argersinger and Ricky Mulvey discuss the state of the multifamily market and why REITs (of any stripe!) aren’t out for the count quite yet.  Host: Ricky Mulvey Guest: Matt Argersinger Producer: Mary Long Engineer: Dan Boyd  Epic Bundle discount link: www.fool.com/epic  Companies discussed: MAA, PLD, DLR, SPG]]></itunes:summary><itunes:duration>1239</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Cybersecurity Soars, Cyclical Stocks Cycle</title><link>https://www.spreaker.com/episode/cybersecurity-soars-cyclical-stocks-cycle--75714790</link><description><![CDATA[Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.  (00:21) Bill Mann and Jason Moser discuss: - The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do. - Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes.  (19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors.  (32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores.  Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nick Sciple Engineer: Dan Boyd]]></description><guid isPermaLink="false">02ce66dc-08ca-11ef-889a-9354555aac17</guid><pubDate>Fri, 07 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714790/arml1062622572.mp3" length="59152225" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.  (00:21) Bill Mann and Jason Moser discuss: - The strength of Crowdstrike’s...</itunes:subtitle><itunes:summary><![CDATA[Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves.  (00:21) Bill Mann and Jason Moser discuss: - The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do. - Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes.  (19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors.  (32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores.  Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nick Sciple Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Big Three Drive All-Time Highs</title><link>https://www.spreaker.com/episode/the-big-three-drive-all-time-highs--75714626</link><description><![CDATA[If you own an S&amp;P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.  (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors.  Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech.  Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM  Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tom Steyer Engineers: Dan Boyd, Tim Sparks  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">02b38fb0-08ca-11ef-889a-8f12968bbe4d</guid><pubDate>Thu, 06 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714626/arml2877983879.mp3" length="39667265" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you own an S&amp;amp;P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.  (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors....</itunes:subtitle><itunes:summary><![CDATA[If you own an S&amp;P 500 index fund then about 20% of your money is in Microsoft, Nvidia, and Apple.  (00:21) Asit Sharma and Ricky Mulvey discuss why big tech is driving the market, earnings from Lululemon, and mindset advice for new investors.  Plus, (17:05) Mary Long interviews Tom Steyer, author of “Cheaper, Faster, Better: How We’ll Win the Climate War” about advancements in green tech.  Companies discussed: AAPL, NVDA, MSFT, LULU, CAVA, CRM  Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tom Steyer Engineers: Dan Boyd, Tim Sparks  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1641</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“A Salesperson’s Dream”</title><link>https://www.spreaker.com/episode/a-salesperson-s-dream--75714638</link><description><![CDATA[Growth comes easy when the product speaks for itself.  At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.  Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.  Learn more about the Range Rover Sport at: www.landroverusa.com  Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT  Host: Mary Long Guests: David Meier, Asit Sharma, John McCool Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">029808f8-08ca-11ef-889a-1b60c3d8ed78</guid><pubDate>Wed, 05 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714638/arml1820417114.mp3" length="41263400" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Growth comes easy when the product speaks for itself.  At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.  Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at...</itunes:subtitle><itunes:summary><![CDATA[Growth comes easy when the product speaks for itself.  At (00:21), David Meier and Mary Long discuss CrowdStrike earnings and a tender offer from Monster Beverage.  Then, at (17:08), Asit Sharma catches up with John McCool, Chief Platform Officer at Arista Networks. They discuss Arista's role in the AI race, how competition fuels innovation, and what's next for the cloud-based networking company.  Learn more about the Range Rover Sport at: www.landroverusa.com  Companies discussed: CRWD, PANW, MNST, ANET, NVDA, CSCO, JNPR, MSFT  Host: Mary Long Guests: David Meier, Asit Sharma, John McCool Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1708</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Hindenburg Targets Real Estate Lender</title><link>https://www.spreaker.com/episode/hindenburg-targets-real-estate-lender--75714907</link><description><![CDATA[A juicy short report goes up against business fundamentals.  (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists.  Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies mentioned: AX, NKLA, CLOV, DKS, ASO  Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Eileen Freiburger Engineers: Dan Boyd, Austin Morgan]]></description><guid isPermaLink="false">027d310e-08ca-11ef-889a-5ba70c2ffb2a</guid><pubDate>Tue, 04 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714907/arml3091366616.mp3" length="45527883" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A juicy short report goes up against business fundamentals.  (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their...</itunes:subtitle><itunes:summary><![CDATA[A juicy short report goes up against business fundamentals.  (00:21) Jim Gillies and Ricky Mulvey break down Hindenburg Research’s report on Axos Financial. Plus, Jim discusses why investors should consider adding Academy Sports + Outdoors to their watchlists.  Plus, (16:47) Robert Brokamp interviews Eileen Freiburger, Managing Director of the Garrett Planning Network, about what you should expect from meeting with a financial advisor.  Learn more about the Range Rover Sport at www.landroverusa.com  Companies mentioned: AX, NKLA, CLOV, DKS, ASO  Host: Ricky Mulvey Guests: Jim Gillies, Robert Brokamp, Eileen Freiburger Engineers: Dan Boyd, Austin Morgan]]></itunes:summary><itunes:duration>1886</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Waste Management Goes Dumpster Diving</title><link>https://www.spreaker.com/episode/waste-management-goes-dumpster-diving--75714824</link><description><![CDATA[The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.    (0:25) Bill Barker and Dylan Lewis discuss:  - Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings.  - Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50. - Why big is better for retailers this earnings season.   (15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.  Companies discussed: WM, COST, SRCL, GOOG, GOOGL  Host: Dylan Lewis Guests: Bill Barker, Tim Beyers, Tim White Producer: Mary Long Engineers: Dan Boyd, Dez Jones]]></description><guid isPermaLink="false">0261cdb0-08ca-11ef-889a-37db27fe7ab8</guid><pubDate>Mon, 03 Jun 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714824/arml8808151585.mp3" length="41517980" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.    (0:25) Bill Barker and Dylan Lewis discuss:  - Waste Management’s planned $7B...</itunes:subtitle><itunes:summary><![CDATA[The biggest name in waste is looking to build out its business, and it might have found a cheap way to get into medical waste and document shredding with Stericycle.    (0:25) Bill Barker and Dylan Lewis discuss:  - Waste Management’s planned $7B acquisition of medical waste company Stericycle, and how it’s a cheap addition to help WM build out its offerings.  - Costco’s strong quarter, why membership prices are an untapped lever, and how the hot dog combo continues to be $1.50. - Why big is better for retailers this earnings season.   (15:34) How is AI changing search? Tim Beyers and Tim White breakdown why Google has welcomed what used to be its greatest fear onto its site.  Companies discussed: WM, COST, SRCL, GOOG, GOOGL  Host: Dylan Lewis Guests: Bill Barker, Tim Beyers, Tim White Producer: Mary Long Engineers: Dan Boyd, Dez Jones]]></itunes:summary><itunes:duration>1718</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Kyla Scanlon on Inflation, Economic Vibes, and Pizza</title><link>https://www.spreaker.com/episode/kyla-scanlon-on-inflation-economic-vibes-and-pizza--75714933</link><description><![CDATA[Almost half of the United States believes the S&amp;P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?  Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money &amp; Markets Really Work.” Mary Long caught up with Scanlon for a conversation about:   - The challenges of measuring economic data. - What’s driving inflation. - How Domino’s turned around its business.  Host: Mary Long Guest: Kyla Scanlon Producer: Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">0245fce8-08ca-11ef-889a-a7b409d4513a</guid><pubDate>Sun, 02 Jun 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714933/arml6914551903.mp3" length="36145007" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Almost half of the United States believes the S&amp;amp;P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?  Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money &amp;amp;...</itunes:subtitle><itunes:summary><![CDATA[Almost half of the United States believes the S&amp;P 500 is down for the year. The chart says otherwise. So, what can explain the disconnect?  Kyla Scanlon is an economic commentator and educator. Her new book is “In This Economy? How Money &amp; Markets Really Work.” Mary Long caught up with Scanlon for a conversation about:   - The challenges of measuring economic data. - What’s driving inflation. - How Domino’s turned around its business.  Host: Mary Long Guest: Kyla Scanlon Producer: Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1495</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What a CEO Learned from Warren Buffett</title><link>https://www.spreaker.com/episode/what-a-ceo-learned-from-warren-buffett--75714729</link><description><![CDATA[… and other legendary leaders.  David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:  Using power to empower others.  Lessons from market-beating executives.  Why prioritizing people over results is a winning strategy.   Host: Ricky Mulvey Guest: David Novak Producer: Mary Long Engineer: Tim Sparks  Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH]]></description><guid isPermaLink="false">0229ec9c-08ca-11ef-889a-67b6609e46fb</guid><pubDate>Sat, 01 Jun 2024 18:58:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714729/arml3213557962.mp3" length="37289578" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>… and other legendary leaders.  David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:  Using...</itunes:subtitle><itunes:summary><![CDATA[… and other legendary leaders.  David Novak is the former CEO of Yum! Brands. He’s also the author of the new book, “How Leaders Learn: Master the Habits of the World’s Most Successful People.” Ricky Mulvey caught up with Novak to discuss:  Using power to empower others.  Lessons from market-beating executives.  Why prioritizing people over results is a winning strategy.   Host: Ricky Mulvey Guest: David Novak Producer: Mary Long Engineer: Tim Sparks  Companies discussed: YUM, CHDN, SBUX, GE, WMT, HD, LUV, TGT, AMZN, AAPL, MSFT, NVDA, NFLX, GOOG, DASH]]></itunes:summary><itunes:duration>1542</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mall Retailers are Alive and Well</title><link>https://www.spreaker.com/episode/mall-retailers-are-alive-and-well--75714996</link><description><![CDATA[Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.  (00:21) Jason Moser and Matt Argersinger discuss: - Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display. - Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon.  (19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop.  (35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.  Stocks discussed: PYPL, SPG.  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker Engineers: Dan Boyd]]></description><guid isPermaLink="false">020f521a-08ca-11ef-889a-d7537d5fb6df</guid><pubDate>Fri, 31 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714996/arml1950082874.mp3" length="58781699" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.  (00:21) Jason Moser and Matt Argersinger discuss: - Cava’s...</itunes:subtitle><itunes:summary><![CDATA[Abercrombie and Fitch and Dick’s Sporting Goods show the familiar names near the food court are doing just fine, and we share one stock that wins regardless of where you stop in to shop.  (00:21) Jason Moser and Matt Argersinger discuss: - Cava’s valuation at fresh all-time highs post-earnings, why Salesforce might be a buy on the dip, and Chewy’s strength as a focused company on full display. - Banner quarters from Dick’s Sporting Goods and Abercrombie and Fitch proving the mall isn’t dead any time soon.  (19:11) To help us wade through the great tightening in commercial real estate, why many sellers aren’t quite ready to deal, and what the rate picture looks like, last week Motley Fool contributor Matt Frankel talked with Willy Walker, CEO of Walker and Dunlop.  (35:20) Jason and Matt break down two stocks on their radar: PayPal and Simon Property Group.  Stocks discussed: PYPL, SPG.  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Matt Frankel, WIlly Walker Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2438</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Salesforce = Less of a Force?</title><link>https://www.spreaker.com/episode/salesforce-less-of-a-force--75714685</link><description><![CDATA[Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings. Check out the Range Rover Sport at www.landroverusa.com Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU Host: Mary Long Guests: Tim Beyers, Asit Sharma, Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">01f41c2a-08ca-11ef-889a-af4bb86cb94f</guid><pubDate>Thu, 30 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714685/arml5747058721.mp3" length="41679213" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, at (17:22), Asit Sharma and Ricky Mulvey take a...</itunes:subtitle><itunes:summary><![CDATA[Sales slow for the software company. But is that the end of the growth story? At (00:21), Tim Beyers and Mary Long break down Salesforce earnings and ask whether the stock’s slump is warranted. Then, at (17:22), Asit Sharma and Ricky Mulvey take a look at some companies that could ride the tailwinds of Nvidia’s standout earnings. Check out the Range Rover Sport at www.landroverusa.com Companies discussed: CRM, SNOW, AMZN, NVDA, AMD, MSFT, MU Host: Mary Long Guests: Tim Beyers, Asit Sharma, Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1725</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>529s for 5/29</title><link>https://www.spreaker.com/episode/529s-for-5-29--75714661</link><description><![CDATA[On May 29, there is one investing account that deserves a celebration.  First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.  Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.  Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/  Companies discussed: CHWY, DKS, CAVA  Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Roger Young Engineers: Dan Boyd, Austin Morgan]]></description><guid isPermaLink="false">01d6e704-08ca-11ef-889a-83b6ed646c12</guid><pubDate>Wed, 29 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714661/arml9557744947.mp3" length="43948448" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>On May 29, there is one investing account that deserves a celebration.  First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.  Then, (16:16) Robert Brokamp discusses the fundamentals of 529...</itunes:subtitle><itunes:summary><![CDATA[On May 29, there is one investing account that deserves a celebration.  First up, (00:21) Ricky Mulvey and Bill Barker break down earnings from Chewy, Dick’s Sporting Goods, and CAVA.  Then, (16:16) Robert Brokamp discusses the fundamentals of 529 Plans and saving for college with Roger Young, CFP and Thought Leadership Director at T. Rowe Price.  Check out Pivotal with Hayete Gallot: https://pivotal-with-hayete-gallot.cohostpodcasting.com/  Companies discussed: CHWY, DKS, CAVA  Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Roger Young Engineers: Dan Boyd, Austin Morgan]]></itunes:summary><itunes:duration>1820</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Activists: Higher All-Time Highs, Please</title><link>https://www.spreaker.com/episode/activists-higher-all-time-highs-please--75714623</link><description><![CDATA[Sometimes, great isn’t good enough.  (00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.  Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.  Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB  Learn more about the Range Rover Sport at www.landroverusa.com.  Host: Mary Long Guests: Jason Moser, Yasser el-Shimy Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Pryzlepa]]></description><guid isPermaLink="false">01b889a8-08ca-11ef-889a-dbd43d5fe73c</guid><pubDate>Tue, 28 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714623/arml6840914972.mp3" length="41233042" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sometimes, great isn’t good enough.  (00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.  Then, at (14:51), Yasser el-Shimy joins for a look at...</itunes:subtitle><itunes:summary><![CDATA[Sometimes, great isn’t good enough.  (00:21) Jason Moser and Mary Long discuss T-Mobile’s latest purchase and why Elliott Management has beef with a company that’s trading at all-time highs.  Then, at (14:51), Yasser el-Shimy joins for a look at Rocket Lab, the end-to-end space company.  Companies discussed: TMUS, VZ, T, TDS, USM, TXN, RKLB  Learn more about the Range Rover Sport at www.landroverusa.com.  Host: Mary Long Guests: Jason Moser, Yasser el-Shimy Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Pryzlepa]]></itunes:summary><itunes:duration>1707</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Finding “Home Run” Investments</title><link>https://www.spreaker.com/episode/finding-home-run-investments--75714992</link><description><![CDATA[Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach?   Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:  The benefits of building an “anti-portfolio”  Why it pays to get outside of your own four walls  Lessons from a piggy bank auction   Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.  Companies discussed: CRM, AAPL, IBM  Host: Ricky Mulvey Guest: Alex Dang, llya Strebulaev Producer: Mary Long Engineers: Tim Sparks, Heather Horton]]></description><guid isPermaLink="false">017d4884-08ca-11ef-889a-6ba69a8bc8ae</guid><pubDate>Sun, 26 May 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714992/arml4787981948.mp3" length="53949178" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach?   Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets...</itunes:subtitle><itunes:summary><![CDATA[Venture capitalists don’t mind strike-outs, so long as they get their home runs. What can stock investors learn from that approach?   Ricky Mulvey talks with Ilya Strebulaev and Alex Dang, co-authors of “The Venture Mindset: How to Make Smarter Bets and Achieve Extraordinary Growth,” about:  The benefits of building an “anti-portfolio”  Why it pays to get outside of your own four walls  Lessons from a piggy bank auction   Strebulaev is also the founder of the Venture Capital Initiative and a Professor of Private Equity and Finance at Stanford’s Graduate School of Business. Dang is a CEO, technology executive, and advisor who’s worked with Amazon, McKinsey, and across Silicon Valley.  Companies discussed: CRM, AAPL, IBM  Host: Ricky Mulvey Guest: Alex Dang, llya Strebulaev Producer: Mary Long Engineers: Tim Sparks, Heather Horton]]></itunes:summary><itunes:duration>2236</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Movies’ Market Correction</title><link>https://www.spreaker.com/episode/the-movies-market-correction--75714654</link><description><![CDATA[In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?  Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:  The relationship between streamers, studios, and theaters.  How losing China as a distributor changes the dynamics of business – and creativity.  Where moviemaking goes from here.   Companies discussed: DIS  Host: Ricky Mulvey Guest: Catie Peiper Producers: Mary Long Engineers: Tim Sparks, Chace Przylepa]]></description><guid isPermaLink="false">015f1652-08ca-11ef-889a-fb69734e8628</guid><pubDate>Sat, 25 May 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714654/arml3283525183.mp3" length="29251648" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?  Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of...</itunes:subtitle><itunes:summary><![CDATA[In 2018, the U.S. box office grossed almost $12 billion. This year, it’s expected to bring in closer to $8 billion. What’s eating the silver screen?  Catie Peiper, the Fool’s resident entertainment expert, joins Ricky Mulvey for a look at the state of the movie industry. They discuss:  The relationship between streamers, studios, and theaters.  How losing China as a distributor changes the dynamics of business – and creativity.  Where moviemaking goes from here.   Companies discussed: DIS  Host: Ricky Mulvey Guest: Catie Peiper Producers: Mary Long Engineers: Tim Sparks, Chace Przylepa]]></itunes:summary><itunes:duration>1207</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia, Target &amp; The Mailbag</title><link>https://www.spreaker.com/episode/nvidia-target-the-mailbag--75714851</link><description><![CDATA[AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.  (00:21) Jason Moser and Bill Mann discuss: - Nvidia’s blowout quarter and upcoming stock split. - Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan.  - Earnings updates from retailers Target, Autozone, and Lowe’s.  (19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz.  (32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too.  Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW  Host: Dylan Lewis Guests: Jason Moser, Bill Mann Engineers: Dan Boyd]]></description><guid isPermaLink="false">0141cf7a-08ca-11ef-889a-031223b87b7a</guid><pubDate>Fri, 24 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714851/arml6624014046.mp3" length="59151645" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.  (00:21) Jason Moser and Bill Mann discuss: - Nvidia’s blowout quarter and upcoming stock split. - Why buy-now-pay-later is going to start looking more like the...</itunes:subtitle><itunes:summary><![CDATA[AI continues to float Nvidia’s boat, and it's helping an unlikely old school name in tech.  (00:21) Jason Moser and Bill Mann discuss: - Nvidia’s blowout quarter and upcoming stock split. - Why buy-now-pay-later is going to start looking more like the credit card industry, and what Jamie Dimon has to say about the state of JP Morgan.  - Earnings updates from retailers Target, Autozone, and Lowe’s.  (19:11) We dip into the mailbag to answer some questions about a red-hot legacy tech stock, how to handle a growing position, and how to break into the investing biz.  (32:27) Jason and Bill break down two stocks on their radar, Sonos and Boston Beer, and a few recipes on their radar too.  Stocks discussed: NVDA, AFRM, JPM, TGT, AZO, LOW  Host: Dylan Lewis Guests: Jason Moser, Bill Mann Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia Rolls On</title><link>https://www.spreaker.com/episode/nvidia-rolls-on--75714741</link><description><![CDATA[The tech giant continues to crush analysts’ lofty expectations. (00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation. Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups. Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL Host:Ricky Mulvey Guests: Asit Sharma, Mary Long, Matt Frankel Engineers: Tim Sparks, Desiree Jones Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">0123921c-08ca-11ef-889a-8310c75eae37</guid><pubDate>Thu, 23 May 2024 20:02:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714741/arml2424995179.mp3" length="38473140" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The tech giant continues to crush analysts’ lofty expectations. (00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation. Then,...</itunes:subtitle><itunes:summary><![CDATA[The tech giant continues to crush analysts’ lofty expectations. (00:20) Asit Sharma joins Ricky Mulvey to discuss the boom of Nvidia’s data center business, future growth stories for the company, and some questions about its valuation. Then, (13:08) Matt Frankel and Mary Long continue their conversation about David and Goliath business match-ups. Companies discussed: NVDA, META, CAVA, SG, CMG, MKL, KNSL Host:Ricky Mulvey Guests: Asit Sharma, Mary Long, Matt Frankel Engineers: Tim Sparks, Desiree Jones Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1592</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tight Budgets Come for Target</title><link>https://www.spreaker.com/episode/tight-budgets-come-for-target--75714982</link><description><![CDATA[Just how resilient is resilient?  (00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.  Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.  Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN  Host: Mary Long Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Dez Jones]]></description><guid isPermaLink="false">0104501e-08ca-11ef-889a-a7726931176a</guid><pubDate>Wed, 22 May 2024 08:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714982/arml4575478982.mp3" length="46820095" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Just how resilient is resilient?  (00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.  Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock...</itunes:subtitle><itunes:summary><![CDATA[Just how resilient is resilient?  (00:21) Jason Moser and Mary Long take a look at Target earnings, the “resilient consumer,” and new rules for the Buy Now, Pay Later industry.  Then, at (14:47), Matt Frankel joins for some David-versus-Goliath stock matchups.  Companies discussed: TGT, WMT, COST, AFRM, PYPL, FICO, UPST, DKNG, CHDN  Host: Mary Long Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Dez Jones]]></itunes:summary><itunes:duration>1939</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What's on Jamie Dimon's Mind?</title><link>https://www.spreaker.com/episode/what-s-on-jamie-dimon-s-mind--75714687</link><description><![CDATA[A lot, actually.  (00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.  Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college.  Check out the Range Rover Sport at www.landroverusa.com  Got a question for the show? Email us at podcasts@fool.com  Companies discussed: JPM, CAVA, SG, TXRH  Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">00e752d4-08ca-11ef-889a-2fa7b9238ff6</guid><pubDate>Tue, 21 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714687/arml8640517682.mp3" length="46536575" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A lot, actually.  (00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.  Then, (17:05)...</itunes:subtitle><itunes:summary><![CDATA[A lot, actually.  (00:21) Bill Mann and Ricky Mulvey discuss JPMorgan’s investor day and CEO Jamie Dimon’s thoughts on stock buybacks and inflation. They also talk about the shift toward fast-casual dining and Red Lobster’s bankruptcy.  Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about 403(b) accounts and saving for college.  Check out the Range Rover Sport at www.landroverusa.com  Got a question for the show? Email us at podcasts@fool.com  Companies discussed: JPM, CAVA, SG, TXRH  Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1928</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A New Name in Weight-Loss Drugs</title><link>https://www.spreaker.com/episode/a-new-name-in-weight-loss-drugs--75714822</link><description><![CDATA[Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims &amp; Hers is trying to get in on the action with a more available and affordable option.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Hims &amp; Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.  - A sneaky company that’s another winner in the weight-loss market. - Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.   (14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.  Companies discussed: HIMS, NVO, MCK, LLY, Wix  Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">00c9467c-08ca-11ef-889a-2f69e7085370</guid><pubDate>Mon, 20 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714822/arml2182054738.mp3" length="38642358" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims &amp;amp; Hers is trying to get in on the action with a more available and affordable option.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Hims &amp;amp; Hers getting into the...</itunes:subtitle><itunes:summary><![CDATA[Novo Nordisk and Eli Lilly have soared on GLP-1 weight-loss drugs – now Hims &amp; Hers is trying to get in on the action with a more available and affordable option.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Hims &amp; Hers getting into the business of GLP-1 weight loss injections and what the compound market means for Novo Nordisk and Eli Lilly.  - A sneaky company that’s another winner in the weight-loss market. - Wix’s successful pivot to a free-cash-flow orientation, and how the AI wave is pushing the company forward.   (14:52) Gym stocks haven’t worked out for most investors, Ricky Mulvey caught up with Motley Fool analyst Sanmeet Deo to find out why he has cooled on one fast-growing gym franchisor and a space in fitness that is investable.  Companies discussed: HIMS, NVO, MCK, LLY, Wix  Host: Dylan Lewis Guests: Asit Sharma, Ricky Mulvey, Mary Long Producer: Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1599</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Better Investment: Stocks or Real Estate?</title><link>https://www.spreaker.com/episode/better-investment-stocks-or-real-estate--75714802</link><description><![CDATA[So, you want to grow your wealth. What’s the best way to do it?  In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.  Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks moderates the conversation.   Host: Chris Hutchins Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long Engineers: Exodus Media, Steve Broido]]></description><guid isPermaLink="false">008e35a0-08ca-11ef-889a-b3e1daa6ba93</guid><pubDate>Sat, 18 May 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714802/arml7021135484.mp3" length="48800682" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>So, you want to grow your wealth. What’s the best way to do it?  In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you...</itunes:subtitle><itunes:summary><![CDATA[So, you want to grow your wealth. What’s the best way to do it?  In this special episode of Motley Fool Money, we team up with our friends at the real-estate investing site Bigger Pockets to debate whether stocks or real-estate investing will get you more bang for your buck.  Fool analysts Jason Moser and Matt Argersinger are our fighters for stocks. They go up against Bigger Pockets’ CEO Scott Trench and Dave Meyer, the company’s VP of Market Intelligence. Chris Hutchins from All the Hacks moderates the conversation.   Host: Chris Hutchins Guests: Matt Argersinger, Dave Meyer, Jason Moser, Scott Trench Producers: Kailyn Bennett, Jennifer McCord, Ricky Mulvey, Mary Long Engineers: Exodus Media, Steve Broido]]></itunes:summary><itunes:duration>3033</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Don’t Sleep on the Dow Jones</title><link>https://www.spreaker.com/episode/don-t-sleep-on-the-dow-jones--75714854</link><description><![CDATA[The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.  (00:21) Jason Moser and Matt Argersinger discuss: - The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries. - Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode.  - The latest addition to Warren Buffett’s portfolio: Chubb.  (19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.  (35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..  Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, John Mackey Engineers: Dan Boyd  Learn more about the Range Rover Sport at www.landroverusa.com]]></description><guid isPermaLink="false">006fcdea-08ca-11ef-889a-8f8c15450944</guid><pubDate>Fri, 17 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714854/arml5503724843.mp3" length="58747833" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.  (00:21) Jason Moser and Matt Argersinger discuss: - The Dow Jones at 40k, and a look back at the major companies...</itunes:subtitle><itunes:summary><![CDATA[The Dow’s fresh 40k milestone reminds us that the index isn’t all about industrials, and that it’s caught up with the tech-heavy times.  (00:21) Jason Moser and Matt Argersinger discuss: - The Dow Jones at 40k, and a look back at the major companies that have led the exchange as it’s moved from traditional industrials and manufacturing to other industries. - Why the current market environment is helping Walmart reach new customers and leaving Home Depot shoppers on deferral mode.  - The latest addition to Warren Buffett’s portfolio: Chubb.  (19:11) Whole Foods co-founder John Mackey talks through lessons learned about life and business and his upcoming book The Whole Story.  (35:02) Jason and Matt break down two stocks on their radar: Shopify and T. Rowe Price..  Stocks discussed: WMT, HD, CB, BRK.A, BRK.B, GOOG, GOOGL, SHOP, TROW  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, John Mackey Engineers: Dan Boyd  Learn more about the Range Rover Sport at www.landroverusa.com]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Netflix Scores the NFL</title><link>https://www.spreaker.com/episode/netflix-scores-the-nfl--75715015</link><description><![CDATA[The streamer now has Christmas football games.  First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.  Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.  Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB  Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Lou Whiteman Engineers: Dan Boyd, Steve Broido  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">0052277c-08ca-11ef-889a-970476597d93</guid><pubDate>Thu, 16 May 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715015/arml4608628656.mp3" length="42616952" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The streamer now has Christmas football games.  First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.  Then, (17:12) Motley Fool...</itunes:subtitle><itunes:summary><![CDATA[The streamer now has Christmas football games.  First, (00:21) Nick Sciple and Ricky Mulvey discuss Netflix’s play into live TV and the bundling of streaming services. Plus, they take a quick look at earnings from Walmart.  Then, (17:12) Motley Fool Contributor Lou Whiteman joins Mary Long to discuss how airlines and Airbnb are experiencing a cooldown in travel.  Companies mentioned: NFLX, DIS, WBD, CMCSA, LUV, DAL, ABNB  Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Lou Whiteman Engineers: Dan Boyd, Steve Broido  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1764</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Google Speaks, OpenAI Listens</title><link>https://www.spreaker.com/episode/google-speaks-openai-listens--75714767</link><description><![CDATA[Step aside, Siri. A new generation of AI voice assistants has arrived.  First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.  Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.  Stock Advisor discount for podcast listeners: www.fool.com/asit  Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Jason Hall Engineers: Dan Boyd, Heather Horton]]></description><guid isPermaLink="false">00347dc6-08ca-11ef-889a-6fc80c20254b</guid><pubDate>Wed, 15 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714767/arml4647232205.mp3" length="41360408" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Step aside, Siri. A new generation of AI voice assistants has arrived.  First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.  Then, (16:03) Ricky Mulvey asks...</itunes:subtitle><itunes:summary><![CDATA[Step aside, Siri. A new generation of AI voice assistants has arrived.  First, (00:21) Asit Sharma and Mary Long dive into today’s inflation report and talk through the latest AI offerings from Alphabet and OpenAI.  Then, (16:03) Ricky Mulvey asks Jason Hall whether co-CEOS are ever a good idea.  Stock Advisor discount for podcast listeners: www.fool.com/asit  Companies/Tickers discussed: GOOG, GOOGL, MSFT, BOC, SKYH  Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Jason Hall Engineers: Dan Boyd, Heather Horton]]></itunes:summary><itunes:duration>1712</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Meme Casino Reopens</title><link>https://www.spreaker.com/episode/the-meme-casino-reopens--75714977</link><description><![CDATA[One tweet is all it takes to add a few billion dollars in market cap.  First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.  Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.  Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX  Check out the Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></description><guid isPermaLink="false">0016e6b2-08ca-11ef-889a-8755124b2ef8</guid><pubDate>Tue, 14 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714977/arml4031948682.mp3" length="43318423" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>One tweet is all it takes to add a few billion dollars in market cap.  First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.  Then, (19:05) Alison...</itunes:subtitle><itunes:summary><![CDATA[One tweet is all it takes to add a few billion dollars in market cap.  First, (00:21) Jim Gillies and Ricky Mulvey discuss the surge in short term speculation over meme stocks, and the long-term investment story at Home Depot.  Then, (19:05) Alison Southwick and Robert Brokamp discuss how investors can evaluate exchange traded funds.  Companies/Tickers discussed: GME, AMC, HD, SPY, VOO, IJR, VB, SPY, GRMAX  Check out the Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></itunes:summary><itunes:duration>1794</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Squarespace’s $6.9B Takeover, First of Many?</title><link>https://www.spreaker.com/episode/squarespace-s-6-9b-takeover-first-of-many--75714830</link><description><![CDATA[Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?  (00:21) Jason Moser and Dylan Lewis discuss:  - Permira private equity’s plans to take website-builder Squarespace private at $6.9B. - The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.  (14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.  Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX  Monarch Money free trial offer: www.monarchmoney.com/fool  Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Ricky Mulvey, Producer: Ricky Mulvey Engineers: Dan Boyd]]></description><guid isPermaLink="false">fff91e0c-08c9-11ef-889a-b7df41b93c57</guid><pubDate>Mon, 13 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714830/arml9981566048.mp3" length="42831481" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?  (00:21) Jason Moser and Dylan Lewis discuss:  - Permira private equity’s plans to take website-builder Squarespace private at $6.9B. -...</itunes:subtitle><itunes:summary><![CDATA[Private equity has $2.6 trillion in dry powder to put to work, is Squarespace at the top of a long shopping list?  (00:21) Jason Moser and Dylan Lewis discuss:  - Permira private equity’s plans to take website-builder Squarespace private at $6.9B. - The Biden administration’s reported plans to raise tariffs on EVs, solar equipment, and medical supplies, and why automakers in China aren’t too concerned.  (14:54) The internet economy is all about eyeballs. Fool analyst Asit Sharma and Ricky Mulvey take a look at Pubmatic, an advertising company creating trillions of impressions per quarter and facing off against some trillion dollar companies.  Companies discussed: SQSP, SCHW, PUBM, TTD, MSFT, NFLX  Monarch Money free trial offer: www.monarchmoney.com/fool  Host: Dylan Lewis Guests: Jason Moser, Asit Sharma, Ricky Mulvey, Producer: Ricky Mulvey Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1773</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Lessons From Startups</title><link>https://www.spreaker.com/episode/lessons-from-startups--75714649</link><description><![CDATA[“Ideas are cheap; the people are what matter.” Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people. Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:  How to spot strong leaders.  The downside of overconfidence.  How company culture affects stock returns.   Companies discussed: SPOT Host: Ricky Mulvey Guest: Martin Gonzalez Producer: Mary Long Engineer: Dez Jones]]></description><guid isPermaLink="false">ffdb7c80-08c9-11ef-889a-0734b88756c1</guid><pubDate>Sun, 12 May 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714649/arml5541619225.mp3" length="29030325" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>“Ideas are cheap; the people are what matter.” Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people. Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders...</itunes:subtitle><itunes:summary><![CDATA[“Ideas are cheap; the people are what matter.” Startups face a lot of risk. But research suggests that 65% of startups fail because of one particular problem: people. Ricky Mulvey caught up with Martin Gonzalez, creator of Google’s Effective Founders Project, to discuss what public investors can learn from the people problems that plague startups… and any other organization. They discuss:  How to spot strong leaders.  The downside of overconfidence.  How company culture affects stock returns.   Companies discussed: SPOT Host: Ricky Mulvey Guest: Martin Gonzalez Producer: Mary Long Engineer: Dez Jones]]></itunes:summary><itunes:duration>1198</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“A Great First Effort from Apple”</title><link>https://www.spreaker.com/episode/a-great-first-effort-from-apple--75714831</link><description><![CDATA[Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:  - The training and educational use cases for spatial computing.  - How Apple and Meta products stack up against each other. - Meta’s virtual reality strategy.  - The strong value proposition for VR training in healthcare.  Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED  Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">ffbdc5d2-08c9-11ef-889a-cffa14e5edc3</guid><pubDate>Sat, 11 May 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714831/arml7551317856.mp3" length="34269582" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:  - The training and educational use cases for spatial computing.  - How...</itunes:subtitle><itunes:summary><![CDATA[Sure, the Apple Vision Pro has some flaws, but it’s incredible to be in a recording studio with Alicia Keys. Mary Long and Jason Moser checked out the new headset and discuss:  - The training and educational use cases for spatial computing.  - How Apple and Meta products stack up against each other. - Meta’s virtual reality strategy.  - The strong value proposition for VR training in healthcare.  Companies discussed: AAPL, META, GOOG, GOOGL, MSFT, PCOR, ADSK, AXON, ISGR, GMED  Host: Mary Long Guest: Jason Moser Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1417</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>It’s Always About the Forecast</title><link>https://www.spreaker.com/episode/it-s-always-about-the-forecast--75714803</link><description><![CDATA[Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..  (00:21) Ron Gross and Andy Cross discuss:  - Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter. - Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown. - How drinkmaker Celsius continues to find the energy for growth.  (19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.  (27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.  Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST  Host: Dylan Lewis Guests: Andy Cross, Ron Gross, David Gardner, Mary Long Engineers: Dan Boyd]]></description><guid isPermaLink="false">ff9f3928-08c9-11ef-889a-b7b1f0111df5</guid><pubDate>Fri, 10 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714803/arml7804285069.mp3" length="58738322" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..  (00:21) Ron Gross and Andy Cross...</itunes:subtitle><itunes:summary><![CDATA[Relatively strong earnings results from Shopify and Roblox were overshadowed by questions about the outlook for the rest of the year and whether consumers will keep up the online shopping and in-game spending..  (00:21) Ron Gross and Andy Cross discuss:  - Disney’s path to streaming profitability, and the warnings from Shopify and Roblox that growth in the back half of 2024 might be a bit lighter. - Trade Desk’s relative strength in a tough earnings environment, and Airbnb bracing for some travel slowdown. - How drinkmaker Celsius continues to find the energy for growth.  (19:11) Motley Fool Co-founder David Gardner provides some timeless advice for college grads.  (27:27) Ron and Andy break down two stocks on their radar: Toast and Trex.  Stocks discussed: DIS, SHOP, RBLX, TTD, ABNB, CELH, TREX, TOST  Host: Dylan Lewis Guests: Andy Cross, Ron Gross, David Gardner, Mary Long Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Roblox Hits Roadblock</title><link>https://www.spreaker.com/episode/roblox-hits-roadblock--75714789</link><description><![CDATA[Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.  (00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.  Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.  Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account  Host: Ricky Mulvey Guests: Kirsten Guerra, Nick Sciple Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">ff819cb0-08c9-11ef-889a-8b4baf443dcf</guid><pubDate>Thu, 09 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714789/arml1359954618.mp3" length="46247704" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.  (00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.  Then, (16:30) Nick Sciple takes a...</itunes:subtitle><itunes:summary><![CDATA[Wall Street thinks two growth stock prices have gotten a little too high. Plus, we feature a weed company with a lot of cash.  (00:21) Kirsten Guerra and Ricky Mulvey break down earnings from Duolingo and Roblox.  Then, (16:30) Nick Sciple takes a look at the legal pot business, and a legislative change that could have profound implications on the market.  Companies discussed: DUOL, RBLX, GOOGL, GOOG, CRON  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account  Host: Ricky Mulvey Guests: Kirsten Guerra, Nick Sciple Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1916</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“This Looks Bad. Look Over Here.”</title><link>https://www.spreaker.com/episode/this-looks-bad-look-over-here--75715003</link><description><![CDATA[Uber’s earnings may seem a little hand-wavy, but there's more to the story. At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast. Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper. Tickers discussed: UBER, SICP, JOBY, TOST Host: Mary Long Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">ff6387fc-08c9-11ef-889a-1fbdeea2b9c4</guid><pubDate>Wed, 08 May 2024 20:14:38 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715003/arml5248035214.mp3" length="37786874" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Uber’s earnings may seem a little hand-wavy, but there's more to the story. At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast. Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper....</itunes:subtitle><itunes:summary><![CDATA[Uber’s earnings may seem a little hand-wavy, but there's more to the story. At (00:12) Tim Beyers and Mary Long take a look at earnings from Uber and Toast. Then, (16:34) Alicia Alfiere and Ricky Mulvey ask if AI will kill Chegg, the homework helper. Tickers discussed: UBER, SICP, JOBY, TOST Host: Mary Long Guests: Tim Beyers, Alicia Alfiere, Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1563</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Streaming Profitable?</title><link>https://www.spreaker.com/episode/is-streaming-profitable--75714801</link><description><![CDATA[For anyone besides Netflix?  First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.  Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.  Tickers discussed: DIS, AXON, NFLX, GLD  Learn more about the Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Desiree Jones]]></description><guid isPermaLink="false">ff454d0a-08c9-11ef-889a-4326ce76b98b</guid><pubDate>Tue, 07 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714801/arml8365754288.mp3" length="48628292" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For anyone besides Netflix?  First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.  Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.  Tickers...</itunes:subtitle><itunes:summary><![CDATA[For anyone besides Netflix?  First up, (00:21) Jason Moser and Ricky Mulvey break down earnings from Disney and Axon Enterprise.  Then, (19:44) Alison Southwick and Robert Brokamp look at the 60/40 portfolio, and if it still holds up in 2024.  Tickers discussed: DIS, AXON, NFLX, GLD  Learn more about the Range Rover Sport at www.landroverusa.com  Host: Ricky Mulvey Guests: Jason Moser, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Desiree Jones]]></itunes:summary><itunes:duration>2015</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Buffett Is Selling and Saying</title><link>https://www.spreaker.com/episode/what-buffett-is-selling-and-saying--75714745</link><description><![CDATA[When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.    (00:13) Jim Gillies and Dylan Lewis discuss:  - Berkshire’s past and future succession-- planning. - What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy.  - Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.  Companies discussed: BRK.A, BRK.B, AAPL   Monarch Money free trial offer: www.monarchmoney.com/fool  Host: Dylan Lewis Guests: Jim Gillies Producer: Ricky Mulvey Engineers: Tim Sparks]]></description><guid isPermaLink="false">ff0ac086-08c9-11ef-889a-3bf8a918244e</guid><pubDate>Mon, 06 May 2024 20:32:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714745/arml6316036307.mp3" length="34531281" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.    (00:13) Jim Gillies and Dylan Lewis discuss:  - Berkshire’s past and...</itunes:subtitle><itunes:summary><![CDATA[When Warren Buffett talks, investors listen. We unpack the quotes and commentary from the market’s most anticipated annual meeting and check in on the state of Berkshire Hathaway.    (00:13) Jim Gillies and Dylan Lewis discuss:  - Berkshire’s past and future succession-- planning. - What Buffett’s cash stack and shrinking Apple position might signal about his view of the market and tax policy.  - Why investors shouldn’t be looking at Berkshire on strictly a total-return basis.  Companies discussed: BRK.A, BRK.B, AAPL   Monarch Money free trial offer: www.monarchmoney.com/fool  Host: Dylan Lewis Guests: Jim Gillies Producer: Ricky Mulvey Engineers: Tim Sparks]]></itunes:summary><itunes:duration>1427</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>More AI = More Cyberthreats</title><link>https://www.spreaker.com/episode/more-ai-more-cyberthreats--75715035</link><description><![CDATA[The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.  “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.  They also discuss how these breaches work, and what you can do to protect yourself and your family.  Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows   To become a Motley Fool member, head to www.fool.com/signup  Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN  Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">feed86ba-08c9-11ef-889a-6fa4993427ee</guid><pubDate>Sun, 05 May 2024 17:54:12 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715035/arml6193619207.mp3" length="53009065" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.  “This Week in Tech” co-hosts Tim Beyers and Tim White discuss...</itunes:subtitle><itunes:summary><![CDATA[The number of data compromises last year increased by 78% from just 2022, according to the 2023 Annual Data Breach Report. One primary reason for this increase? Artificial intelligence.  “This Week in Tech” co-hosts Tim Beyers and Tim White discuss the rise of cyber threats, and what it means for companies like Microsoft, Crowdstrike, and Zscaler.  They also discuss how these breaches work, and what you can do to protect yourself and your family.  Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: https://www.fool.com/premium/live/replayhub?cat=fool-live-full-shows   To become a Motley Fool member, head to www.fool.com/signup  Companies mentioned: MGM, UHC, MSFT, NVDA, CRWD, OKTA, ZS, T, DDOG, ACN  Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>2197</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Customer is Key This Earnings Season</title><link>https://www.spreaker.com/episode/customer-is-key-this-earnings-season--75715067</link><description><![CDATA[Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.  (00:21) Ron Gross and Jason Moser discuss: - Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth. - CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual. - The different fates in fast food for Starbucks, Domino’s, and McDonald’s.  (19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.  Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING  Host: Dylan Lewis Guests: Jason Moser, Ron Gross Engineers: Dan Boyd]]></description><guid isPermaLink="false">feab6e6a-08c9-11ef-889a-a78dd8a09af7</guid><pubDate>Fri, 03 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715067/arml2451693494.mp3" length="58511239" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.  (00:21) Ron Gross and Jason Moser discuss: -...</itunes:subtitle><itunes:summary><![CDATA[Whether it's smartphones or soy lattes, consumers are pickier right now. The companies that are keeping things convenient and creating value offerings are winning, the ones that aren’t are struggling.  (00:21) Ron Gross and Jason Moser discuss: - Apple’s sluggish hardware sales and massive $110B buyback program, and Amazon’s killer cloud and ad segment growth. - CVS’s Medicare struggles, Wayfair working out of declines, and Coke keeping things business-as-usual. - The different fates in fast food for Starbucks, Domino’s, and McDonald’s.  (19:11) Ron and Jason break down two stocks on their radar: Wingstop and Crowdstrike.  Stocks discussed: AAPL, AMZN, CVS, W, KO, SBUX, DPZ, MCD, CRWD, WING  Host: Dylan Lewis Guests: Jason Moser, Ron Gross Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2427</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Peloton Needs A Wizard</title><link>https://www.spreaker.com/episode/peloton-needs-a-wizard--75714828</link><description><![CDATA[We’re talking big moves and Big Oil as earnings season continues.  At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.  At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.  Companies discussed: PTON, SHEL, XOM, COP  Host: Deidre Woollard Guests: Jason Hall, Tom Chivers Producer: Ricky Mulvey, Chace Przylepa Engineers: Dan Boyd]]></description><guid isPermaLink="false">efaa012a-08be-11ef-8188-670801affee1</guid><pubDate>Thu, 02 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714828/arml6832267067.mp3" length="41533851" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re talking big moves and Big Oil as earnings season continues.  At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.  At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the...</itunes:subtitle><itunes:summary><![CDATA[We’re talking big moves and Big Oil as earnings season continues.  At (00:21) Jason Hall and Deidre Woollard break down Peloton’s CEO shift and Big Oil’s big profits.  At (16:40) Tom Chivers, author of Everything Is Predictable, explains how the Bayesian theorem underlies much of modern life and investing.  Companies discussed: PTON, SHEL, XOM, COP  Host: Deidre Woollard Guests: Jason Hall, Tom Chivers Producer: Ricky Mulvey, Chace Przylepa Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1719</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Starbucks Faces a Tall Order</title><link>https://www.spreaker.com/episode/starbucks-faces-a-tall-order--75714852</link><description><![CDATA[Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders.   (00:21) Asit Sharma and Dylan Lewis discuss:  - In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching? - Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.  (14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s   Companies discussed: SBUX, AMZN, MCD  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, David Henkes Producer: Mary Long Engineers: Dan Boyd]]></description><guid isPermaLink="false">b059265c-07f3-11ef-b16f-d32655609034</guid><pubDate>Wed, 01 May 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714852/arml2689696941.mp3" length="40669935" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders.   (00:21) Asit Sharma and Dylan Lewis discuss:  - In the face...</itunes:subtitle><itunes:summary><![CDATA[Customers are willing to pay up, as long as it’s convenient. Amazon’s e-commerce segment proves it, but at Starbucks long lines during peak periods have customers rethinking their orders.   (00:21) Asit Sharma and Dylan Lewis discuss:  - In the face of revenue declines and struggling comps, are Starbucks’ shares worth watching? - Amazon’s eye-popping operating margin, fueled by strength in its ad business, the cloud, and cost-cutting measures.  (14:57) The name of the game in food is innovation – Mary Long talks with food and beverage analyst David Henkes about McDonald’s new approach with CosMc’s   Companies discussed: SBUX, AMZN, MCD  Host: Dylan Lewis Guests: Asit Sharma, Mary Long, David Henkes Producer: Mary Long Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1683</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>PayPal Turns Around (Slowly)</title><link>https://www.spreaker.com/episode/paypal-turns-around-slowly--75714816</link><description><![CDATA[Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.  (00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.  (16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.  Companies discussed: PYPL, INTU, ZM, KNSL  Host: Ricky Muvley Guests: Matt Frankel, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">a35ccf70-072c-11ef-b4e3-0bd283780903</guid><pubDate>Tue, 30 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714816/arml9986283611.mp3" length="46506947" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.  (00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors....</itunes:subtitle><itunes:summary><![CDATA[Alex Chriss is still early in his tenure as the CEO of PayPal, but the company’s turnaround is already showing green shoots.  (00:21) PayPal’s earnings and why a drop at a specialty insurance company could be a buying opportunity for investors.  (16:57) What to do before you meet a financial advisor, and some questions to ask in an initial meeting.  Companies discussed: PYPL, INTU, ZM, KNSL  Host: Ricky Muvley Guests: Matt Frankel, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1926</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Drama At Paramount</title><link>https://www.spreaker.com/episode/big-drama-at-paramount--75714732</link><description><![CDATA[Ahead of earnings at Paramount, potential deals and rumors are flying.  At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.  At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.  Companies discussed: SOFI, INVH, DPZ, PARA  Host: Deidre Woollard Guests: Jason Moser, Dallas Tanner Producer: Ricky Mulvey Engineers: Chace Pryzlepa, Dan Boyd]]></description><guid isPermaLink="false">bf5de16e-0664-11ef-99c1-a76bf2d41be2</guid><pubDate>Mon, 29 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714732/arml8809806819.mp3" length="46637753" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Ahead of earnings at Paramount, potential deals and rumors are flying.  At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.  At 16:58, Invitation Homes CEO Dallas...</itunes:subtitle><itunes:summary><![CDATA[Ahead of earnings at Paramount, potential deals and rumors are flying.  At 00:21, Jason Moser and Deidre Woollard discuss what’s happening at Paramount as well as strong earnings from Domino’s Pizza and SoFi.  At 16:58, Invitation Homes CEO Dallas Tanner shares his vision for housing’s future.  Companies discussed: SOFI, INVH, DPZ, PARA  Host: Deidre Woollard Guests: Jason Moser, Dallas Tanner Producer: Ricky Mulvey Engineers: Chace Pryzlepa, Dan Boyd]]></itunes:summary><itunes:duration>1932</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>How to Win in Business: Be Right, Be Positive</title><link>https://www.spreaker.com/episode/how-to-win-in-business-be-right-be-positive--75714696</link><description><![CDATA[Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?  Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:  The power in being contrarian  One mega cap that knows how to innovate  Why ROIC is not a foolproof metric for investors.    Companies discussed: MSFT, IBM, AMZN, NFLX, BRK   Host: Ricky Mulvey Guest: Elliott Parker Producers: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">3f025c28-026a-11ef-8bfa-fbc7cbbad515</guid><pubDate>Sun, 28 Apr 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714696/arml4784428327.mp3" length="44812473" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?  Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey...</itunes:subtitle><itunes:summary><![CDATA[Executives like to talk about innovation, but how do you spot the difference between world changing stuff and corporate theater?  Elliott Parker is the CEO of High Alpha Innovation and author of, “The Illusion of Innovation.” Parker joins Ricky Mulvey for a conversation about:  The power in being contrarian  One mega cap that knows how to innovate  Why ROIC is not a foolproof metric for investors.    Companies discussed: MSFT, IBM, AMZN, NFLX, BRK   Host: Ricky Mulvey Guest: Elliott Parker Producers: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1856</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Why Resale is Forever</title><link>https://www.spreaker.com/episode/why-resale-is-forever--75714694</link><description><![CDATA[Winmark doesn’t make a lot of noise. The business speaks for itself.  Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&amp;P 500 since its IPO, and delivered an annualized return of 18% over the past five years. So, investors may want to pay attention to it.  Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:  - The growth of Play It Again Sports and a slowdown at Music Go Round. - How Heffes thinks about capital allocation. - Building an everlasting business.  Company discussed: WINA  Host: Jim Gillies Guest: Brett Heffes Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">d54213e6-0331-11ef-9a04-af2f348a795d</guid><pubDate>Sat, 27 Apr 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714694/arml1814947231.mp3" length="46775064" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Winmark doesn’t make a lot of noise. The business speaks for itself.  Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&amp;amp;P 500...</itunes:subtitle><itunes:summary><![CDATA[Winmark doesn’t make a lot of noise. The business speaks for itself.  Winmark, a resale is a franchisor that owns concepts including Plato’s Closet, Play It Again Sports, and Once Upon a Child. The company has tripled the return of the S&amp;P 500 since its IPO, and delivered an annualized return of 18% over the past five years. So, investors may want to pay attention to it.  Motley Fool Canada’s Jim Gillies caught up with Winmark CEO, Brett Heffes for a conversation about:  - The growth of Play It Again Sports and a slowdown at Music Go Round. - How Heffes thinks about capital allocation. - Building an everlasting business.  Company discussed: WINA  Host: Jim Gillies Guest: Brett Heffes Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1938</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Earnings: Chipotle, Tesla, and Alphabet Soar</title><link>https://www.spreaker.com/episode/earnings-chipotle-tesla-and-alphabet-soar--75715037</link><description><![CDATA[We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.  (00:21) Andy Cross and Emily Flippen discuss: - Chipotle’s stellar comps and future store growth opportunity. - Why Tesla’s low-priced EV offering has investors overlooking down results. - Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that.  - What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.  (19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.  Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.  Host: Dylan Lewis Guests: Emily Flippen, Andy Cross Engineers: Dan Boyd]]></description><guid isPermaLink="false">471219a6-01b8-11ef-bffc-db40c41dfaae</guid><pubDate>Fri, 26 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715037/arml3347048438.mp3" length="58408828" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.  (00:21) Andy Cross and...</itunes:subtitle><itunes:summary><![CDATA[We’re seeing consistently strong results this earnings season, but the market keeps looking forward. It loves Alphabet’s dividend and Tesla’s mass market ambitions, but is less sold on Meta commingling AI and the Metaverse.  (00:21) Andy Cross and Emily Flippen discuss: - Chipotle’s stellar comps and future store growth opportunity. - Why Tesla’s low-priced EV offering has investors overlooking down results. - Alphabet getting in on the dividend game, and the market telling Meta – don’t spend on AI like that.  - What Spotify, Snap, and Roku have to say about the strength of the ad market for 2024.  (19:11) Emily and Andy break down two stocks on their radar: Tyler Technologies and Visa.  Stocks discussed: CMG, TSLA, GOOG, GOOGL, META, MSFT, SPOT, SNAP, ROKU, V, TYL.  Host: Dylan Lewis Guests: Emily Flippen, Andy Cross Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2422</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meta Slows Its Roll</title><link>https://www.spreaker.com/episode/meta-slows-its-roll--75714690</link><description><![CDATA[At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business.  And what was it about Meta’s earnings that gave the market pause?  Companies discussed: IBM, HCP, META, NOW, CMG, ALGN  Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">46f28190-01b8-11ef-bffc-57330751ff5c</guid><pubDate>Thu, 25 Apr 2024 20:50:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714690/arml5601831448.mp3" length="33446658" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business.  And what was it about Meta’s earnings that gave the market pause?  Companies discussed: IBM, HCP, META, NOW, CMG, ALGN...</itunes:subtitle><itunes:summary><![CDATA[At (00:21) David Meier and Deidre Woollard discuss IBM’s potential acquisition of HashiCorp and how it helps grow the business.  And what was it about Meta’s earnings that gave the market pause?  Companies discussed: IBM, HCP, META, NOW, CMG, ALGN  Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1382</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla: Carmaker Now, Robotaxi Future</title><link>https://www.spreaker.com/episode/tesla-carmaker-now-robotaxi-future--75714764</link><description><![CDATA[Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.  At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.  Companies discussed: TSLA, BA, V  Host: Dylan Lewis Guests: Jason Moser Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">52e77868-0274-11ef-968b-0fecb8126ade</guid><pubDate>Wed, 24 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714764/arml3923952280.mp3" length="34584312" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.  At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term...</itunes:subtitle><itunes:summary><![CDATA[Tesla’s current-state results weren’t strong, but a low-price EV and the company’s robotaxi unveiling in August have investors excited.  At (00:21) we talk Tesla’s down results and up market reaction, how Boeing’s backlog insulates it from short-term delivery hiccups, and why Visa’s results are boring – and that’s a-ok.  Companies discussed: TSLA, BA, V  Host: Dylan Lewis Guests: Jason Moser Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1430</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>These Investments Fight Inflation</title><link>https://www.spreaker.com/episode/these-investments-fight-inflation--75714709</link><description><![CDATA[A primary reason to invest now? Have money to buy stuff decades later.  The stock market can help you with that goal, but so can government bonds.  At (00:21), we look at earnings from General Motors and Spotify.  At (15:44), we cover the reasons that inflation is sticky, and what investors can do about it.  Companies discussed: GM, SPOT, DAL, SGOV,  Dividend report link: www.fool.com/2024dividends  Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5d2abcd6-01a7-11ef-a219-f7f69ec4a89a</guid><pubDate>Tue, 23 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714709/arml6988750973.mp3" length="38433321" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A primary reason to invest now? Have money to buy stuff decades later.  The stock market can help you with that goal, but so can government bonds.  At (00:21), we look at earnings from General Motors and Spotify.  At (15:44), we cover the reasons that...</itunes:subtitle><itunes:summary><![CDATA[A primary reason to invest now? Have money to buy stuff decades later.  The stock market can help you with that goal, but so can government bonds.  At (00:21), we look at earnings from General Motors and Spotify.  At (15:44), we cover the reasons that inflation is sticky, and what investors can do about it.  Companies discussed: GM, SPOT, DAL, SGOV,  Dividend report link: www.fool.com/2024dividends  Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1590</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A 216% Premium for Home Tours</title><link>https://www.spreaker.com/episode/a-216-premium-for-home-tours--75714692</link><description><![CDATA[Matterport, a former SPAC, finds a new home.  (00:21) Jason Moser and Deidre Woollard discuss: - Why this week may be crucial for the market. - If cable companies need to worry about Verizon. - What CoStar really sees in Matterport.  (13:05) Sanmeet Deo and Ricky Mulvey break down On Holdings appeal for shoe lovers and stockholders.  Companies discussed: ONON, CSGP, MTTR, VZ, TMUS, CMCSA  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Sanmeet Deo, Ricky Mulvey, Jason Moser Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd]]></description><guid isPermaLink="false">08a90baa-00e3-11ef-ac96-3f09cbce5699</guid><pubDate>Mon, 22 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714692/arml2626342500.mp3" length="35633404" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Matterport, a former SPAC, finds a new home.  (00:21) Jason Moser and Deidre Woollard discuss: - Why this week may be crucial for the market. - If cable companies need to worry about Verizon. - What CoStar really sees in Matterport.  (13:05) Sanmeet...</itunes:subtitle><itunes:summary><![CDATA[Matterport, a former SPAC, finds a new home.  (00:21) Jason Moser and Deidre Woollard discuss: - Why this week may be crucial for the market. - If cable companies need to worry about Verizon. - What CoStar really sees in Matterport.  (13:05) Sanmeet Deo and Ricky Mulvey break down On Holdings appeal for shoe lovers and stockholders.  Companies discussed: ONON, CSGP, MTTR, VZ, TMUS, CMCSA  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Sanmeet Deo, Ricky Mulvey, Jason Moser Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd]]></itunes:summary><itunes:duration>1473</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Shift to Hard Assets</title><link>https://www.spreaker.com/episode/a-shift-to-hard-assets--75714705</link><description><![CDATA[Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.  Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:   - What an aging American population means for stocks. - How natural gas companies benefit from a growing global middle class. - The case for adding commodities to a retirement portfolio.   Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK  Host: Deidre Woollard Guest: Lawrence McDonald Producers: Ricky Mulvey, Mary Long Engineers: Tim Sparks, Desiree Jones]]></description><guid isPermaLink="false">88eafa9c-fae6-11ee-a6d7-5fe60cc25036</guid><pubDate>Sun, 21 Apr 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714705/arml7546953228.mp3" length="36365271" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.  Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets...</itunes:subtitle><itunes:summary><![CDATA[Investors have big dreams about the future of artificial intelligence, and it’s going to take a lot of energy to get there.  Lawrence McDonald is a risk consultant, the founder of The Bear Traps Report, and the co-author of “How to Listen When Markets Speak: Risks, Myths, and Investment Opportunities in a Radically Reshaped Economy.” Deidre Woollard caught up with McDonald for a conversation about:   - What an aging American population means for stocks. - How natural gas companies benefit from a growing global middle class. - The case for adding commodities to a retirement portfolio.   Companies discussed: NVDA, INTC, TSMC, BTC, AA, RIO, CHK  Host: Deidre Woollard Guest: Lawrence McDonald Producers: Ricky Mulvey, Mary Long Engineers: Tim Sparks, Desiree Jones]]></itunes:summary><itunes:duration>1504</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Before You Open an Investment Account</title><link>https://www.spreaker.com/episode/before-you-open-an-investment-account--75714836</link><description><![CDATA[You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:  - The three things needed to invest in individual stocks. - How to select a brokerage. - The fees that investors will encounter, and how to avoid some of them.  Companies mentioned: HOOD, SOFI, SCHW  Host: Robert Brokamp Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">3fb5997a-fe5d-11ee-8315-c3b6eef4337d</guid><pubDate>Sat, 20 Apr 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714836/arml4481919393.mp3" length="38394181" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:  - The three things needed to invest in individual stocks....</itunes:subtitle><itunes:summary><![CDATA[You just got a job and want to start investing. Now what? Robert Brokamp and Matt Frankel break down the choices facing new investors, and give some advice for long-term success. They discuss:  - The three things needed to invest in individual stocks. - How to select a brokerage. - The fees that investors will encounter, and how to avoid some of them.  Companies mentioned: HOOD, SOFI, SCHW  Host: Robert Brokamp Guest: Matt Frankel Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1588</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Strong Earnings Results, Mixed Reactions</title><link>https://www.spreaker.com/episode/strong-earnings-results-mixed-reactions--75715110</link><description><![CDATA[Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.  (00:21) Ron Gross and Matt Argersinger discuss: - Whether investors should be buying Netflix’s “pay attention to this, not that.” - What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues.. - The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.  (19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.  (35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.  Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE  Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">6f23d174-fae6-11ee-8b36-df10cd4fd0a6</guid><pubDate>Fri, 19 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715110/arml4382313390.mp3" length="57188223" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.  (00:21) Ron Gross and Matt Argersinger discuss: - Whether...</itunes:subtitle><itunes:summary><![CDATA[Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.  (00:21) Ron Gross and Matt Argersinger discuss: - Whether investors should be buying Netflix’s “pay attention to this, not that.” - What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues.. - The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.  (19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.  (35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.  Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE  Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Treasure Hunt Economy</title><link>https://www.spreaker.com/episode/the-treasure-hunt-economy--75714707</link><description><![CDATA[Are little luxuries are still scoring with consumers?  (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech race. - More uses for weightloss drugs.  (13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.  Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO  Host: Deidre Woollard Guests: Sanmeet Deo, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Tim Sparks  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">6ee99eb4-fae6-11ee-8b36-ff366cee8241</guid><pubDate>Thu, 18 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714707/arml7116982280.mp3" length="39369339" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Are little luxuries are still scoring with consumers?  (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech race. - More uses for weightloss drugs....</itunes:subtitle><itunes:summary><![CDATA[Are little luxuries are still scoring with consumers?  (00:21) Sanmeet Deo and Deidre Woollard discuss: - How smartphone and EV demand are impacting Taiwan Semiconductor. - Japan’s place in the tech race. - More uses for weightloss drugs.  (13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.  Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO  Host: Deidre Woollard Guests: Sanmeet Deo, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Tim Sparks  Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1629</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Reminder: The Chip Biz is Cyclical</title><link>https://www.spreaker.com/episode/reminder-the-chip-biz-is-cyclical--75715036</link><description><![CDATA[The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Why ASML’s earnings show a slowdown in investment in chip manufacturing. - United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing. - What to watch from enterprise software companies as they report later in earnings season.  (15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?  Companies discussed: ASML, UAL, BA  Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Steven Jacobs Engineers: Dan Boyd]]></description><guid isPermaLink="false">6e8accfe-fae6-11ee-8b36-53dd8bc38b1f</guid><pubDate>Wed, 17 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715036/arml4921129814.mp3" length="38262776" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Why ASML’s earnings show a slowdown...</itunes:subtitle><itunes:summary><![CDATA[The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks.   (00:21) Tim Beyers and Dylan Lewis discuss:  - Why ASML’s earnings show a slowdown in investment in chip manufacturing. - United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing. - What to watch from enterprise software companies as they report later in earnings season.  (15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?  Companies discussed: ASML, UAL, BA  Host: Dylan Lewis Guests: Tim Beyers, Deidre Woollard, Steven Jacobs Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1583</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Banks and Big Screens</title><link>https://www.spreaker.com/episode/big-banks-and-big-screens--75714857</link><description><![CDATA[Dealmaking is back, and the banks are loving it.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors. - A long comeback for wealth management at Merrill Lynch. - IMAX’s cash flow story and the future of movie theaters.  Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.  Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL  Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl  Got a question for the show? Email us at podcasts@fool.com.  Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">a7b5cb0a-f6d1-11ee-90d7-7f71c8f82fe6</guid><pubDate>Tue, 16 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714857/arml3256260683.mp3" length="43928502" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Dealmaking is back, and the banks are loving it.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors. - A long comeback for wealth management at Merrill Lynch. - IMAX’s...</itunes:subtitle><itunes:summary><![CDATA[Dealmaking is back, and the banks are loving it.  (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors. - A long comeback for wealth management at Merrill Lynch. - IMAX’s cash flow story and the future of movie theaters.  Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.  Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL  Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl  Got a question for the show? Email us at podcasts@fool.com.  Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1819</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Treat Yourself Economy Rolls On</title><link>https://www.spreaker.com/episode/the-treat-yourself-economy-rolls-on--75715057</link><description><![CDATA[Retail numbers tell the story of a strong consumer.  (00:21) Bill Barker and Deidre Woollard discuss: - Retail sales numbers and what people are and aren’t buying. - What drives good numbers for Goldman Sachs. - Charles Schwab’s bounce-back quarter.  (14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.  Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY  Host: Deidre Woollard Guests: Julian Nebreda, David Meier, Bill Barker Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">a758d77e-f6d1-11ee-90d7-6710f6e7276e</guid><pubDate>Mon, 15 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715057/arml5784553449.mp3" length="35382536" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Retail numbers tell the story of a strong consumer.  (00:21) Bill Barker and Deidre Woollard discuss: - Retail sales numbers and what people are and aren’t buying. - What drives good numbers for Goldman Sachs. - Charles Schwab’s bounce-back quarter....</itunes:subtitle><itunes:summary><![CDATA[Retail numbers tell the story of a strong consumer.  (00:21) Bill Barker and Deidre Woollard discuss: - Retail sales numbers and what people are and aren’t buying. - What drives good numbers for Goldman Sachs. - Charles Schwab’s bounce-back quarter.  (14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.  Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY  Host: Deidre Woollard Guests: Julian Nebreda, David Meier, Bill Barker Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1463</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Braze Blazes Ahead</title><link>https://www.spreaker.com/episode/braze-blazes-ahead--75715072</link><description><![CDATA[You know the saying: keep your friends close, keep your … customers … closer.   Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:  Braze’s origin story.  The power of personalized marketing.  The company’s latest results, and its plans to create even more value in the future.   Companies discussed: BRZE  Host:Tim Beyers Guest: Bill Magnuson Producer: Mary Long Engineers: Rick Engdahl, Tim Sparks]]></description><guid isPermaLink="false">509fff40-f6a2-11ee-b078-7f16ed327d6c</guid><pubDate>Sun, 14 Apr 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715072/arml4790290760.mp3" length="51265450" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>You know the saying: keep your friends close, keep your … customers … closer.   Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers...</itunes:subtitle><itunes:summary><![CDATA[You know the saying: keep your friends close, keep your … customers … closer.   Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:  Braze’s origin story.  The power of personalized marketing.  The company’s latest results, and its plans to create even more value in the future.   Companies discussed: BRZE  Host:Tim Beyers Guest: Bill Magnuson Producer: Mary Long Engineers: Rick Engdahl, Tim Sparks]]></itunes:summary><itunes:duration>2125</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>SBF Goes to Jail</title><link>https://www.spreaker.com/episode/sbf-goes-to-jail--75715086</link><description><![CDATA[Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore? Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:  FTX’s inevitable decline.  The resurgence of meme coins, and smaller stories in the crypto space.  The side effects of creating cryptocurrencies.   Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF  Host: Ricky Mulvey Guest: Zeke Faux Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">b9c4e452-f5eb-11ee-b600-d70ff5626fae</guid><pubDate>Sat, 13 Apr 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715086/arml8500899206.mp3" length="43551687" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore? Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join...</itunes:subtitle><itunes:summary><![CDATA[Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore? Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:  FTX’s inevitable decline.  The resurgence of meme coins, and smaller stories in the crypto space.  The side effects of creating cryptocurrencies.   Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF  Host: Ricky Mulvey Guest: Zeke Faux Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1803</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Everything at Highs: Tech, Rates, Gold and Cocoa</title><link>https://www.spreaker.com/episode/everything-at-highs-tech-rates-gold-and-cocoa--75714716</link><description><![CDATA[Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?  (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflation numbers and whether the Fed will actually cut rates in 2024. - The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time. - Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .  (19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.  (28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.  Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman Engineers: Dan Boyd]]></description><guid isPermaLink="false">2c963824-f90b-11ee-80bb-f3cc21fe2822</guid><pubDate>Fri, 12 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714716/arml1007321854.mp3" length="58747799" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?  (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflation numbers and whether the Fed will actually cut...</itunes:subtitle><itunes:summary><![CDATA[Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?  (00:21) Emily Flippen and Matt Argersinger discuss: - The latest inflation numbers and whether the Fed will actually cut rates in 2024. - The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time. - Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .  (19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.  (28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.  Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Ok, Cloud</title><link>https://www.spreaker.com/episode/ok-cloud--75714839</link><description><![CDATA[Google is the latest tech company to host a conference full of AI pronouncements.  (00:21) Asit Sharma and Deidre Woollard discuss: - Why the market is smiling on Alphabet lately. - How Google’s announcements show the company’s AI ambitions. - What Blackstone might buy next.  (17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.  Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN  Host: Deidre Woollard Guests: Asit Sharma, Robert Brokamp Producers: Ricky Mulvey, Mary Long Engineers: Ricky Mulvey, Dan Boyd]]></description><guid isPermaLink="false">06622ada-f395-11ee-9372-ab1aff386cda</guid><pubDate>Tue, 09 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714839/arml8923564582.mp3" length="41806824" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Google is the latest tech company to host a conference full of AI pronouncements.  (00:21) Asit Sharma and Deidre Woollard discuss: - Why the market is smiling on Alphabet lately. - How Google’s announcements show the company’s AI ambitions. - What...</itunes:subtitle><itunes:summary><![CDATA[Google is the latest tech company to host a conference full of AI pronouncements.  (00:21) Asit Sharma and Deidre Woollard discuss: - Why the market is smiling on Alphabet lately. - How Google’s announcements show the company’s AI ambitions. - What Blackstone might buy next.  (17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.  Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN  Host: Deidre Woollard Guests: Asit Sharma, Robert Brokamp Producers: Ricky Mulvey, Mary Long Engineers: Ricky Mulvey, Dan Boyd]]></itunes:summary><itunes:duration>1731</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>If You Build It, Chips Will Come</title><link>https://www.spreaker.com/episode/if-you-build-it-chips-will-come--75714905</link><description><![CDATA[Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.  (00:21) Jason Moser and Deidre Woollard discuss: - The ambitious plans for U.S. semiconductor growth. - The challenges of building factories in Arizona. - If Jamie Dimon is the new Warren Buffett.  (13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.  Companies discussed: MTCH, INTC, TSM, JPM  Host: Deidre Woollard Guests: Ron Gross, Jason Moser Producers: Mary Long, Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">ce96f08e-f38c-11ee-b721-6be778e2d547</guid><pubDate>Mon, 08 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714905/arml5726319905.mp3" length="42853138" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.  (00:21) Jason Moser and Deidre Woollard discuss: - The ambitious plans for U.S. semiconductor growth. - The challenges of building factories in Arizona. - If Jamie Dimon is the...</itunes:subtitle><itunes:summary><![CDATA[Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.  (00:21) Jason Moser and Deidre Woollard discuss: - The ambitious plans for U.S. semiconductor growth. - The challenges of building factories in Arizona. - If Jamie Dimon is the new Warren Buffett.  (13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.  Companies discussed: MTCH, INTC, TSM, JPM  Host: Deidre Woollard Guests: Ron Gross, Jason Moser Producers: Mary Long, Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1774</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Grindr Goes Beyond Dating</title><link>https://www.spreaker.com/episode/grindr-goes-beyond-dating--75715364</link><description><![CDATA[How do you grow a business where a customer’s success often means they leave your product?   George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:  Grindr’s growth story.  Looking beyond dating for platform engagement.  What companies can lose in a remote-only environment.   Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER  Host: Dylan Lewis Guest: George Arison Producers: Mary Long, Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">1cb5e936-f370-11ee-b182-53c688ccd758</guid><pubDate>Sun, 07 Apr 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715364/arml2401556841.mp3" length="40628560" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>How do you grow a business where a customer’s success often means they leave your product?   George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:...</itunes:subtitle><itunes:summary><![CDATA[How do you grow a business where a customer’s success often means they leave your product?   George Arison is the CEO of Grindr, a dating app and social media offering for LGBTQ+ individuals. Dylan Lewis caught up with Arison for a conversation about:  Grindr’s growth story.  Looking beyond dating for platform engagement.  What companies can lose in a remote-only environment.   Companies discussed: GRND, MTCH, BMBL, NFLX, SPOT, UBER  Host: Dylan Lewis Guest: George Arison Producers: Mary Long, Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1681</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Intangible Greatness</title><link>https://www.spreaker.com/episode/intangible-greatness--75714719</link><description><![CDATA[James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:  - An unlikely turnaround at a retailer serving plus sized, moderate income black women. - Being kind versus being nice. - When liabilities can become assets and vice versa. - Real world goodwill versus the accounting version.   Companies mentioned: NVDA  Host: Mary Long Guest: James Rhee Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">ae220672-f1de-11ee-9088-8760ef74f51c</guid><pubDate>Sat, 06 Apr 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714719/arml9062509714.mp3" length="41668471" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:  - An...</itunes:subtitle><itunes:summary><![CDATA[James Rhee is the former CEO of Ashley Stewart, a professor, entrepreneur, and the author of “red helicopter―a parable for our times: lead change with kindness (plus a little math).” Mary Long caught up with Rhee for a conversation about:  - An unlikely turnaround at a retailer serving plus sized, moderate income black women. - Being kind versus being nice. - When liabilities can become assets and vice versa. - Real world goodwill versus the accounting version.   Companies mentioned: NVDA  Host: Mary Long Guest: James Rhee Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1725</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Four Rules for Using AI</title><link>https://www.spreaker.com/episode/four-rules-for-using-ai--75715195</link><description><![CDATA[Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.  (00:21) Jason Moser and Bill Mann discuss: - Why Disney and Nelson Peltz were both winners in the company’s board fight. - Alphabet’s rumored interest in marketing software provider Hubspot. - Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.  (19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.  (34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.  Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX  Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Ethan Mollick Engineers: Desiree Jones, Dan Boyd  Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">b0be5d72-f38c-11ee-9959-774b23209eae</guid><pubDate>Fri, 05 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715195/arml2459689422.mp3" length="58529663" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.  (00:21) Jason Moser and Bill Mann discuss: - Why Disney and Nelson...</itunes:subtitle><itunes:summary><![CDATA[Instead of the age of artificial intelligence, investors might be better off thinking of this as the age of co-intelligence. We dig into how you can embrace AI and put it to use.  (00:21) Jason Moser and Bill Mann discuss: - Why Disney and Nelson Peltz were both winners in the company’s board fight. - Alphabet’s rumored interest in marketing software provider Hubspot. - Spotify’s price hikes, the strength in Levi’s direct to consumer model, and a true blank check business.  (19:11) Wharton Professor Ethan Mollick breaks down his four rules for using AI, and other tips from his new book Co-Intelligence: Living and Working with AI.  (34:20) Jason and Bill break down two stocks on their radar: Cognex and WD40.  Stocks discussed: DIS, GOOG, GOOGL, HUBS, SPOT, LEVI, DJT, WDFC, CGNX  Host: Dylan Lewis Guests: Jason Moser, Bill Mann, Ethan Mollick Engineers: Desiree Jones, Dan Boyd  Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>2427</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Lemonade A Lemon?</title><link>https://www.spreaker.com/episode/is-lemonade-a-lemon--75714918</link><description><![CDATA[ Investors soured on the insurance company. But, what happens if the business can become cash flow positive?  (00:21)Yasser El-Shimy and Deidre Woollard discuss: - Why big trucks might become less popular. - If slowing EV production makes long-term sense. - The power demands of artificial intelligence.  (16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.  Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG  Host: Deidre Woollard Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd  Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></description><guid isPermaLink="false">322ab5da-f2bc-11ee-8be5-a70aadd68694</guid><pubDate>Thu, 04 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714918/arml7398775519.mp3" length="42874364" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle> Investors soured on the insurance company. But, what happens if the business can become cash flow positive?  (00:21)Yasser El-Shimy and Deidre Woollard discuss: - Why big trucks might become less popular. - If slowing EV production makes long-term...</itunes:subtitle><itunes:summary><![CDATA[ Investors soured on the insurance company. But, what happens if the business can become cash flow positive?  (00:21)Yasser El-Shimy and Deidre Woollard discuss: - Why big trucks might become less popular. - If slowing EV production makes long-term sense. - The power demands of artificial intelligence.  (16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.  Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG  Host: Deidre Woollard Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd  Disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account]]></itunes:summary><itunes:duration>1775</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Chip Biz: Taiwan and Intel</title><link>https://www.spreaker.com/episode/the-chip-biz-taiwan-and-intel--75714868</link><description><![CDATA[The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.   (00:21) Asit Sharma and Dylan Lewis discuss:  - The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking. - Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing. - Bob Iger and Disney’s board victory, and where the company should be focused now.  (14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.  Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT  Host: Dylan Lewis Guests: Asit Sharma, Peter Platzer, Ricky Mulvey Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">cfcb93c6-f1f0-11ee-9a02-572c6daec7d5</guid><pubDate>Wed, 03 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714868/arml7880509089.mp3" length="40920520" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.   (00:21) Asit Sharma and Dylan Lewis discuss:  - The 7.5-magnitude earthquake in Taiwan affecting TSMC and...</itunes:subtitle><itunes:summary><![CDATA[The chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan.   (00:21) Asit Sharma and Dylan Lewis discuss:  - The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking. - Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing. - Bob Iger and Disney’s board victory, and where the company should be focused now.  (14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.  Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT  Host: Dylan Lewis Guests: Asit Sharma, Peter Platzer, Ricky Mulvey Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1694</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Valuation Matters</title><link>https://www.spreaker.com/episode/valuation-matters--75714761</link><description><![CDATA[Value and growth investors don’t need to be at odds. They’re all playing the same game.  (00:21) Jim Gillies and Ricky Mulvey discuss: - Payments company, Nuvei, going private and the deal's winners and losers. - A demand shift to hybrid vehicles. - What Tesla’s deliveries miss means for the carmaker.  (16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.  Companies discussed: NVEI, PYPL, ADYE.Y, TSLA  Link to a discounted Stock Advisor subscription: www.fool.com/signup  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">7aeb6c76-f12a-11ee-8996-d3d688f24b28</guid><pubDate>Tue, 02 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714761/arml8223047471.mp3" length="44452768" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Value and growth investors don’t need to be at odds. They’re all playing the same game.  (00:21) Jim Gillies and Ricky Mulvey discuss: - Payments company, Nuvei, going private and the deal's winners and losers. - A demand shift to hybrid vehicles. -...</itunes:subtitle><itunes:summary><![CDATA[Value and growth investors don’t need to be at odds. They’re all playing the same game.  (00:21) Jim Gillies and Ricky Mulvey discuss: - Payments company, Nuvei, going private and the deal's winners and losers. - A demand shift to hybrid vehicles. - What Tesla’s deliveries miss means for the carmaker.  (16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.  Companies discussed: NVEI, PYPL, ADYE.Y, TSLA  Link to a discounted Stock Advisor subscription: www.fool.com/signup  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1841</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Top Stocks to Buy Right Now (April 1 Edition)</title><link>https://www.spreaker.com/episode/top-stocks-to-buy-right-now-april-1-edition--75714899</link><description><![CDATA[With the market hitting new highs, which stocks can go the distance?  (00:21) Jason Moser and Deidre Woollard discuss: - Another big stumble for AT&amp;T. - Why 3M’s spin-off might be worth watching. - What’s driving gold prices.  (17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.  Companies discussed: T, SOLV, MMM, UPS, PATH, AMD  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney Producer: Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">d06d2ba2-f063-11ee-8f2b-6b884173e24f</guid><pubDate>Mon, 01 Apr 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714899/arml1337793960.mp3" length="48601565" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>With the market hitting new highs, which stocks can go the distance?  (00:21) Jason Moser and Deidre Woollard discuss: - Another big stumble for AT&amp;amp;T. - Why 3M’s spin-off might be worth watching. - What’s driving gold prices.  (17:01) Asit Sharma...</itunes:subtitle><itunes:summary><![CDATA[With the market hitting new highs, which stocks can go the distance?  (00:21) Jason Moser and Deidre Woollard discuss: - Another big stumble for AT&amp;T. - Why 3M’s spin-off might be worth watching. - What’s driving gold prices.  (17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.  Companies discussed: T, SOLV, MMM, UPS, PATH, AMD  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney Producer: Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2014</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>David Gardner on Financial Freedom, AI, and Basketball</title><link>https://www.spreaker.com/episode/david-gardner-on-financial-freedom-ai-and-basketball--75714736</link><description><![CDATA[Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?  Dylan Lewis caught up with Gardner for a conversation about: - Loss aversion and Rule Breaker investing - The 2nd Anniversary of The Motley Fool Foundation. - And play a special March Madness-themed Market Cap Game Show.  Stocks mentioned: NVDA, AMZN  Host: Dylan Lewis Guest: David Gardner Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">fb5691f0-ed2f-11ee-ac0e-c391684090d3</guid><pubDate>Sun, 31 Mar 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714736/arml9335259817.mp3" length="44674887" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?  Dylan Lewis caught up with Gardner for a conversation about: - Loss aversion and Rule Breaker investing - The 2nd Anniversary of The Motley Fool...</itunes:subtitle><itunes:summary><![CDATA[Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?  Dylan Lewis caught up with Gardner for a conversation about: - Loss aversion and Rule Breaker investing - The 2nd Anniversary of The Motley Fool Foundation. - And play a special March Madness-themed Market Cap Game Show.  Stocks mentioned: NVDA, AMZN  Host: Dylan Lewis Guest: David Gardner Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1850</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>To LEO and Beyond</title><link>https://www.spreaker.com/episode/to-leo-and-beyond--75714740</link><description><![CDATA[Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss: - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - Rent in low-Earth orbit. - Defense systems and the hope of a space-based “McDonald’s Effect.”  Companies discussed: MRK, PFE, MRNA, NVDA  Host: Ricky Mulvey Guests: Tom Vice Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">68af8cba-9881-11ee-84f4-7b1b7a824872</guid><pubDate>Sat, 30 Mar 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714740/arml9700423917.mp3" length="45342116" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:...</itunes:subtitle><itunes:summary><![CDATA[Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss: - The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing. - Rent in low-Earth orbit. - Defense systems and the hope of a space-based “McDonald’s Effect.”  Companies discussed: MRK, PFE, MRNA, NVDA  Host: Ricky Mulvey Guests: Tom Vice Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1878</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can a New CEO Fix Boeing?</title><link>https://www.spreaker.com/episode/can-a-new-ceo-fix-boeing--75714984</link><description><![CDATA[Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?  (00:21) Emily Flippen and Jason Moser discuss: - Boeing’s hunt for a new CEO, and the difficulty of shifting company culture. - Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech. - McCormick’s strong earnings, and Amazon’s continued investment in AI.  (19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.  (30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.  Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin Engineers: Dan Boyd]]></description><guid isPermaLink="false">6879ab0e-9881-11ee-84f4-7b3d866ecd5b</guid><pubDate>Fri, 29 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714984/arml9455324453.mp3" length="57187657" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?  (00:21) Emily Flippen and Jason Moser discuss: - Boeing’s hunt for a new CEO, and the difficulty of shifting company culture. -...</itunes:subtitle><itunes:summary><![CDATA[Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?  (00:21) Emily Flippen and Jason Moser discuss: - Boeing’s hunt for a new CEO, and the difficulty of shifting company culture. - Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech. - McCormick’s strong earnings, and Amazon’s continued investment in AI.  (19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.  (30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.  Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2371</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Betting On Big Remodel</title><link>https://www.spreaker.com/episode/betting-on-big-remodel--75715126</link><description><![CDATA[Home Depot buys a distribution network for landscaping, roofing and pools.  (00:14) Bill Barker and Deidre Woollard discuss: - Why Home Depot is buying a distribution network. - The cyclical nature of home remodeling. - If RH’s lofty goals are attainable.  (13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel  Companies discussed: HD, RH Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Bill Barker, Morgan Housel, Daniel Kahneman Producers: Mary Long, Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">68434578-9881-11ee-84f4-4357e302927e</guid><pubDate>Thu, 28 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715126/arml8213078960.mp3" length="42899479" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Home Depot buys a distribution network for landscaping, roofing and pools.  (00:14) Bill Barker and Deidre Woollard discuss: - Why Home Depot is buying a distribution network. - The cyclical nature of home remodeling. - If RH’s lofty goals are...</itunes:subtitle><itunes:summary><![CDATA[Home Depot buys a distribution network for landscaping, roofing and pools.  (00:14) Bill Barker and Deidre Woollard discuss: - Why Home Depot is buying a distribution network. - The cyclical nature of home remodeling. - If RH’s lofty goals are attainable.  (13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel  Companies discussed: HD, RH Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Bill Barker, Morgan Housel, Daniel Kahneman Producers: Mary Long, Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1776</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Bridges and Digital Toll Roads</title><link>https://www.spreaker.com/episode/bridges-and-digital-toll-roads--75714743</link><description><![CDATA[Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?   (00:21) Bill Mann and Dylan Lewis discuss:  - The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it. - Visa and Mastercard’s $30B settlement with merchants over interchange fees.  - A curious crypto story with Nilam Resources.  (12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.  Companies discussed: V, MA  Host: Dylan Lewis Guests: Bill Mann, Deidre Woollard, Kara Swisher Engineers: Dan Boyd]]></description><guid isPermaLink="false">680c07e8-9881-11ee-84f4-fb6d9e55956b</guid><pubDate>Wed, 27 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714743/arml9837629377.mp3" length="37733372" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?   (00:21) Bill Mann and Dylan Lewis discuss:  - The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and...</itunes:subtitle><itunes:summary><![CDATA[Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?   (00:21) Bill Mann and Dylan Lewis discuss:  - The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it. - Visa and Mastercard’s $30B settlement with merchants over interchange fees.  - A curious crypto story with Nilam Resources.  (12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.  Companies discussed: V, MA  Host: Dylan Lewis Guests: Bill Mann, Deidre Woollard, Kara Swisher Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1561</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>NAR Settlement: Real Estate’s Potential Winners And Losers</title><link>https://www.spreaker.com/episode/nar-settlement-real-estate-s-potential-winners-and-losers--75714877</link><description><![CDATA[The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.  (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors and traditional brokerages. - The potential effect on Redfin’s growth story. - Why CoStar may be a winner in the shake-up.  Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.  Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends  Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP  Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">67d5a590-9881-11ee-84f4-870d4c0f80c2</guid><pubDate>Tue, 26 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714877/arml5414896501.mp3" length="46550758" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.  (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors and traditional brokerages. - The potential effect...</itunes:subtitle><itunes:summary><![CDATA[The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.  (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors and traditional brokerages. - The potential effect on Redfin’s growth story. - Why CoStar may be a winner in the shake-up.  Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.  Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends  Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP  Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1928</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Long Goodbye</title><link>https://www.spreaker.com/episode/the-long-goodbye--75714897</link><description><![CDATA[Boeing’s CEO is moving on, just not quite yet.  (00:21) Jason Moser and Deidre Woollard discuss: - The ins and outs of Boeing’s CEO search. - Why Masimo may spin out its consumer division. - If Elliott Management can make Match soar.  (16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work.  Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Jason Moser, Mark Dixon Producer: Ricky Mulvey Engineers: Chace Pryzlepa, Dan Boyd]]></description><guid isPermaLink="false">679fd99c-9881-11ee-84f4-1b9737fc3458</guid><pubDate>Mon, 25 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714897/arml6335713521.mp3" length="40249505" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Boeing’s CEO is moving on, just not quite yet.  (00:21) Jason Moser and Deidre Woollard discuss: - The ins and outs of Boeing’s CEO search. - Why Masimo may spin out its consumer division. - If Elliott Management can make Match soar.  (16:21) IWG CEO...</itunes:subtitle><itunes:summary><![CDATA[Boeing’s CEO is moving on, just not quite yet.  (00:21) Jason Moser and Deidre Woollard discuss: - The ins and outs of Boeing’s CEO search. - Why Masimo may spin out its consumer division. - If Elliott Management can make Match soar.  (16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work.  Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Jason Moser, Mark Dixon Producer: Ricky Mulvey Engineers: Chace Pryzlepa, Dan Boyd]]></itunes:summary><itunes:duration>1666</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Dividend Returns</title><link>https://www.spreaker.com/episode/the-dividend-returns--75714855</link><description><![CDATA[For decades, dividends have been out of style. History suggests that may soon change.  Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss: The coming return of the “cash nexus.” Semantics, and how academic finance differs from a real-world balance sheet. Why free cash flow is king.   Host: Deidre Woollard Guest: Daniel Peris Producers: Mary Long, Ricky Mulvey Engineers: Chace Pryzlepa, Tim Sparks  Companies discussed: META, CRM, BA, FHI]]></description><guid isPermaLink="false">676a6a78-9881-11ee-84f4-573a6a09e419</guid><pubDate>Sun, 24 Mar 2024 15:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714855/arml3604204278.mp3" length="38047142" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For decades, dividends have been out of style. History suggests that may soon change.  Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard...</itunes:subtitle><itunes:summary><![CDATA[For decades, dividends have been out of style. History suggests that may soon change.  Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss: The coming return of the “cash nexus.” Semantics, and how academic finance differs from a real-world balance sheet. Why free cash flow is king.   Host: Deidre Woollard Guest: Daniel Peris Producers: Mary Long, Ricky Mulvey Engineers: Chace Pryzlepa, Tim Sparks  Companies discussed: META, CRM, BA, FHI]]></itunes:summary><itunes:duration>1574</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Does F1 Need Netflix?</title><link>https://www.spreaker.com/episode/does-f1-need-netflix--75715188</link><description><![CDATA[The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in.  Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss:  How a used car dealer became a global entertainment magnate.  Why the underdog never seems to win in racing.  The inseparability of Ferrari and F1.   Host: Ricky Mulvey Guests: Jonathan Clegg, Joshua Robinson Producer: Mary Long Engineers: Rick Engdahl  Companies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL]]></description><guid isPermaLink="false">19282d74-e7cc-11ee-a160-479b3a4ce243</guid><pubDate>Sat, 23 Mar 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715188/arml3982367846.mp3" length="46011630" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in.  Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of...</itunes:subtitle><itunes:summary><![CDATA[The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in.  Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss:  How a used car dealer became a global entertainment magnate.  Why the underdog never seems to win in racing.  The inseparability of Ferrari and F1.   Host: Ricky Mulvey Guests: Jonathan Clegg, Joshua Robinson Producer: Mary Long Engineers: Rick Engdahl  Companies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL]]></itunes:summary><itunes:duration>1906</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>FTC vs. Apple’s Walled Garden</title><link>https://www.spreaker.com/episode/ftc-vs-apple-s-walled-garden--75714940</link><description><![CDATA[For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.   (00:19) Emily Flippen and Jason Moser discuss: - The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple. - Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.  - Earnings from Chewy, Nike, Lululemon, and Accenture.   (18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”  (33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.  Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Brian Feroldi Engineers: Rick Engdahl, Austin Morgan]]></description><guid isPermaLink="false">9ba7dc66-e891-11ee-9f9c-e3b894eb935d</guid><pubDate>Fri, 22 Mar 2024 21:17:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714940/arml8994606645.mp3" length="58553002" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.   (00:19) Emily Flippen and Jason Moser discuss: - The FTC’s suit against Apple, and why it probably means years of lawyer fees and...</itunes:subtitle><itunes:summary><![CDATA[For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.   (00:19) Emily Flippen and Jason Moser discuss: - The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple. - Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.  - Earnings from Chewy, Nike, Lululemon, and Accenture.   (18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet”  (33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway.  Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG  Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Brian Feroldi Engineers: Rick Engdahl, Austin Morgan]]></itunes:summary><itunes:duration>2428</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Denim Moat</title><link>https://www.spreaker.com/episode/a-denim-moat--75715406</link><description><![CDATA[Getting into the jeans business is harder than it may seem.  (00:13) David Meier and Deidre Woollard discuss: - Chewy’s customer growth problem. - If Chewy is the future of veterinary care. - The picks and shovels play behind sports betting. (14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.  Companies discussed: CHWY, SRAD, GES, GAP Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: David Meier, Mary Long, Lauren Sherman Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></description><guid isPermaLink="false">67029b14-9881-11ee-84f4-ff4dc04241ab</guid><pubDate>Thu, 21 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715406/arml4076828988.mp3" length="41611648" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Getting into the jeans business is harder than it may seem.  (00:13) David Meier and Deidre Woollard discuss: - Chewy’s customer growth problem. - If Chewy is the future of veterinary care. - The picks and shovels play behind sports betting....</itunes:subtitle><itunes:summary><![CDATA[Getting into the jeans business is harder than it may seem.  (00:13) David Meier and Deidre Woollard discuss: - Chewy’s customer growth problem. - If Chewy is the future of veterinary care. - The picks and shovels play behind sports betting. (14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround.  Companies discussed: CHWY, SRAD, GES, GAP Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: David Meier, Mary Long, Lauren Sherman Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></itunes:summary><itunes:duration>1722</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Split Your Burrito and Your Stock</title><link>https://www.spreaker.com/episode/split-your-burrito-and-your-stock--75714777</link><description><![CDATA[Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.     (00:13) Tim Beyers and Dylan Lewis discuss: - Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it. - Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses.   (13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023.  Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Lauren Sherman Engineers: Rick Engdahl]]></description><guid isPermaLink="false">634d51fe-e6e6-11ee-b63a-c7a717919c36</guid><pubDate>Wed, 20 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714777/arml4397067437.mp3" length="42873895" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.     (00:13) Tim Beyers and Dylan Lewis discuss: - Chipotle’s...</itunes:subtitle><itunes:summary><![CDATA[Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.     (00:13) Tim Beyers and Dylan Lewis discuss: - Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it. - Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses.   (13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023.  Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Lauren Sherman Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1775</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Nvidia Sells Chips Like Pancakes</title><link>https://www.spreaker.com/episode/nvidia-sells-chips-like-pancakes--75714853</link><description><![CDATA[The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.  (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidia’s new Blackwell GPU. - If any competitors are closing in on the tech giant. - Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.  Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.  Stock Advisor discount link for podcast listeners: www.fool.com/asit  Got a question for the show? Email us at podcasts@fool.com  Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN  Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">665d96dc-9881-11ee-84f4-4be4dbad4f91</guid><pubDate>Tue, 19 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714853/arml5255053458.mp3" length="43413148" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.  (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidia’s new Blackwell GPU. - If any competitors are closing...</itunes:subtitle><itunes:summary><![CDATA[The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement.  (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidia’s new Blackwell GPU. - If any competitors are closing in on the tech giant. - Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting.  Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security.  Stock Advisor discount link for podcast listeners: www.fool.com/asit  Got a question for the show? Email us at podcasts@fool.com  Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN  Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1797</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Meet The New Kids</title><link>https://www.spreaker.com/episode/meet-the-new-kids--75714755</link><description><![CDATA[Deckers Outdoor and Super Micro Computer enter the S&amp;P 500.  (00:21) Jason Moser and Deidre Woollard discuss: - What it means to join the S&amp;P 500. - The brands driving Deckers Outdoor’s growth. - Why an EV blunder may have cost Hertz’s CEO his job.  (16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.  Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA  Host: Deidre Woollard Guests: Jason Moser, Daniel Newman Producer: Ricky Mulvey Engineers: Chace Przylepa, Dan Boyd]]></description><guid isPermaLink="false">6624e99a-9881-11ee-84f4-0345645745b9</guid><pubDate>Mon, 18 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714755/arml8174178020.mp3" length="41307688" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Deckers Outdoor and Super Micro Computer enter the S&amp;amp;P 500.  (00:21) Jason Moser and Deidre Woollard discuss: - What it means to join the S&amp;amp;P 500. - The brands driving Deckers Outdoor’s growth. - Why an EV blunder may have cost Hertz’s CEO his...</itunes:subtitle><itunes:summary><![CDATA[Deckers Outdoor and Super Micro Computer enter the S&amp;P 500.  (00:21) Jason Moser and Deidre Woollard discuss: - What it means to join the S&amp;P 500. - The brands driving Deckers Outdoor’s growth. - Why an EV blunder may have cost Hertz’s CEO his job.  (16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven.  Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA  Host: Deidre Woollard Guests: Jason Moser, Daniel Newman Producer: Ricky Mulvey Engineers: Chace Przylepa, Dan Boyd]]></itunes:summary><itunes:duration>1710</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>As Luck Would Have It</title><link>https://www.spreaker.com/episode/as-luck-would-have-it--75714774</link><description><![CDATA[In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.  Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:  Being early to trends, and lucky to sell   The importance of journaling  Time horizons, and what it means for stocks to be “up for sale every day.”    To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily  Host: Nick Sciple Guests: Jim Gillies, Emily Flippen Producer: Mac Greer Engineers: Rick Engdahl  Companies discussed: BCE, RY, NFLX, GPRO, AMZN]]></description><guid isPermaLink="false">7d186b28-e2f9-11ee-97bd-cba2f3969a1d</guid><pubDate>Sun, 17 Mar 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714774/arml7005814953.mp3" length="27523097" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.  Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in...</itunes:subtitle><itunes:summary><![CDATA[In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans.  Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss:  Being early to trends, and lucky to sell   The importance of journaling  Time horizons, and what it means for stocks to be “up for sale every day.”    To learn more about Stock Advisor, our flagship investing service, visit: www.fool.com/emily  Host: Nick Sciple Guests: Jim Gillies, Emily Flippen Producer: Mac Greer Engineers: Rick Engdahl  Companies discussed: BCE, RY, NFLX, GPRO, AMZN]]></itunes:summary><itunes:duration>1135</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Power of Place</title><link>https://www.spreaker.com/episode/the-power-of-place--75714807</link><description><![CDATA[Younger generations want more experiences and less stuff. That’s a problem for retailers.   Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:  - The evolution of grocery stores, and how regional players can compete. - Why direct-to-consumer brands have a scaling problem. - How Harley Davidson stores became a social destination.   Company discussed: HOG  Host: Deidre Woollard  Guest: Kevin Ervin Kelley Producer: Ricky Mulvey Engineers: Rick Engdahl, Desireé Jones]]></description><guid isPermaLink="false">5d4bcdf6-e229-11ee-ae0d-0ba81214f1c6</guid><pubDate>Sat, 16 Mar 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714807/arml7711960322.mp3" length="39869652" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Younger generations want more experiences and less stuff. That’s a problem for retailers.   Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that...</itunes:subtitle><itunes:summary><![CDATA[Younger generations want more experiences and less stuff. That’s a problem for retailers.   Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss:  - The evolution of grocery stores, and how regional players can compete. - Why direct-to-consumer brands have a scaling problem. - How Harley Davidson stores became a social destination.   Company discussed: HOG  Host: Deidre Woollard  Guest: Kevin Ervin Kelley Producer: Ricky Mulvey Engineers: Rick Engdahl, Desireé Jones]]></itunes:summary><itunes:duration>1650</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI Gives and AI Takes</title><link>https://www.spreaker.com/episode/ai-gives-and-ai-takes--75714902</link><description><![CDATA[AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.   (00:21) Andy Cross and Matt Argersinger discuss: - The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules. - Why AI is pushing Oracle up and Adobe down after earnings. - The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story,   (19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..  (34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.  Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC  Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw Engineers: Dan Boyd]]></description><guid isPermaLink="false">6579202e-9881-11ee-84f4-5b38804acf11</guid><pubDate>Fri, 15 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714902/arml1778893325.mp3" length="57196470" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.   (00:21) Andy Cross and Matt Argersinger discuss: - The National Association of Realtors agreeing to over $400M in fines and to eliminate its...</itunes:subtitle><itunes:summary><![CDATA[AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe.   (00:21) Andy Cross and Matt Argersinger discuss: - The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules. - Why AI is pushing Oracle up and Adobe down after earnings. - The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story,   (19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount..  (34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems.  Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC  Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2372</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Under Armour CEO Walks The Plank</title><link>https://www.spreaker.com/episode/under-armour-ceo-walks-the-plank--75714772</link><description><![CDATA[The old CEO is the new CEO at the athletic brand, but can he turn the ship around?  (00:21) Jason Hall and Deidre Woollard discuss: - Why Kevin Plank is back in the CEO seat at Under Armour. - What makes Dick’s Sporting Goods so resilient. - The making of a perfect storm for homebuilders.  (15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.  Companies discussed: LEN, PGY, DKS, UA, UAA Host: Deidre Woollard Guests: Gal Krubiner, Bill Mann, Jason Hall Producer: Ricky Mulvey Engineers: Kyle Carruthers, Dan Boyd]]></description><guid isPermaLink="false">6540f190-9881-11ee-84f4-ffa2b84cb64d</guid><pubDate>Thu, 14 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714772/arml9428269058.mp3" length="46196011" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The old CEO is the new CEO at the athletic brand, but can he turn the ship around?  (00:21) Jason Hall and Deidre Woollard discuss: - Why Kevin Plank is back in the CEO seat at Under Armour. - What makes Dick’s Sporting Goods so resilient. - The...</itunes:subtitle><itunes:summary><![CDATA[The old CEO is the new CEO at the athletic brand, but can he turn the ship around?  (00:21) Jason Hall and Deidre Woollard discuss: - Why Kevin Plank is back in the CEO seat at Under Armour. - What makes Dick’s Sporting Goods so resilient. - The making of a perfect storm for homebuilders.  (15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech.  Companies discussed: LEN, PGY, DKS, UA, UAA Host: Deidre Woollard Guests: Gal Krubiner, Bill Mann, Jason Hall Producer: Ricky Mulvey Engineers: Kyle Carruthers, Dan Boyd]]></itunes:summary><itunes:duration>1913</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>From 40-Bagger to Flatliner</title><link>https://www.spreaker.com/episode/from-40-bagger-to-flatliner--75714726</link><description><![CDATA[NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.   (00:21) Matt Frankel and Dylan Lewis discuss:  - Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.  - New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.  - The banks to watch instead.  (13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.  Companies discussed: DLTR, NYCB, DOUL  Host: Dylan Lewis Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra Engineers: Desiree Jones, Dan Boyd]]></description><guid isPermaLink="false">650c05c0-9881-11ee-84f4-6328f5f0867a</guid><pubDate>Wed, 13 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714726/arml9233097482.mp3" length="38215192" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.   (00:21) Matt Frankel and Dylan Lewis discuss:  - Family Dollar’s plans to close almost...</itunes:subtitle><itunes:summary><![CDATA[NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller.   (00:21) Matt Frankel and Dylan Lewis discuss:  - Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate.  - New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested.  - The banks to watch instead.  (13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth.  Companies discussed: DLTR, NYCB, DOUL  Host: Dylan Lewis Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra Engineers: Desiree Jones, Dan Boyd]]></itunes:summary><itunes:duration>1581</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>BMW’s Kinder Egg Strategy</title><link>https://www.spreaker.com/episode/bmw-s-kinder-egg-strategy--75714975</link><description><![CDATA[Why does ASML want to leave its home country?  (00:21) Bill Mann and Ricky Mulvey discuss: - A growth problem for the European tech giant. - BMW’s ability to make a profit on electric vehicle sales. - Product problems for BYD Auto.  Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.  Companies discussed: ASML, BMWYY, TSLA, BYDDY  NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html  Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial.   Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">64d5b380-9881-11ee-84f4-b3f61310260e</guid><pubDate>Tue, 12 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714975/arml9586256025.mp3" length="46673730" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why does ASML want to leave its home country?  (00:21) Bill Mann and Ricky Mulvey discuss: - A growth problem for the European tech giant. - BMW’s ability to make a profit on electric vehicle sales. - Product problems for BYD Auto.  Plus, (17:20)...</itunes:subtitle><itunes:summary><![CDATA[Why does ASML want to leave its home country?  (00:21) Bill Mann and Ricky Mulvey discuss: - A growth problem for the European tech giant. - BMW’s ability to make a profit on electric vehicle sales. - Product problems for BYD Auto.  Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list.  Companies discussed: ASML, BMWYY, TSLA, BYDDY  NYTimes Article about BMW: https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html  Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial.   Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1933</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Clean Energy Solutions, Profitability Questions</title><link>https://www.spreaker.com/episode/clean-energy-solutions-profitability-questions--75714786</link><description><![CDATA[Stem CEO John Carrington is full speed ahead on the clean energy transformation.  (00:21) Jason Moser and Deidre Woollard discuss: - Don Julio’s Oscars moment. - If Oscar buzz is still powerful for movie makers. - How Reddit is more like X than Pinterest.  (15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.  Companies discussed: DIS, PINS, SNAP, META, STEM  Host: Deidre Woollard Guests: John Carrington, Jason Moser, Ricky Mulvey Producers: Dylan Lewis, Ricky Mulvey Engineers: Dan Boyd, Mary Long, Rick Engdahl Special Thanks: Jason Hall]]></description><guid isPermaLink="false">649f4ed0-9881-11ee-84f4-c7ed49088d74</guid><pubDate>Mon, 11 Mar 2024 20:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714786/arml2442926226.mp3" length="44885938" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Stem CEO John Carrington is full speed ahead on the clean energy transformation.  (00:21) Jason Moser and Deidre Woollard discuss: - Don Julio’s Oscars moment. - If Oscar buzz is still powerful for movie makers. - How Reddit is more like X than...</itunes:subtitle><itunes:summary><![CDATA[Stem CEO John Carrington is full speed ahead on the clean energy transformation.  (00:21) Jason Moser and Deidre Woollard discuss: - Don Julio’s Oscars moment. - If Oscar buzz is still powerful for movie makers. - How Reddit is more like X than Pinterest.  (15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability.  Companies discussed: DIS, PINS, SNAP, META, STEM  Host: Deidre Woollard Guests: John Carrington, Jason Moser, Ricky Mulvey Producers: Dylan Lewis, Ricky Mulvey Engineers: Dan Boyd, Mary Long, Rick Engdahl Special Thanks: Jason Hall]]></itunes:summary><itunes:duration>1859</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Sky’s The Limit</title><link>https://www.spreaker.com/episode/the-sky-s-the-limit--75714896</link><description><![CDATA[Sky Harbour sees massive opportunities in the world of private aviation. Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:  How Sky Harbour is building home bases for planes.  The massive growth in private aviation and why it’s poised to continue.  Turning underutilized airports into hubs.   Companies discussed: SKYH, GD, BDRBF, FDX Host: Deidre Woollard Guests: Tal Keinan, Bill Mann Producer: Dylan Lewis Engineers: Kyle Carruthers, Rick Engdahl]]></description><guid isPermaLink="false">1639f7ba-dd85-11ee-b3e6-eb60fdeb5d43</guid><pubDate>Sun, 10 Mar 2024 16:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714896/arml9136178847.mp3" length="41389254" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sky Harbour sees massive opportunities in the world of private aviation. Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They...</itunes:subtitle><itunes:summary><![CDATA[Sky Harbour sees massive opportunities in the world of private aviation. Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss:  How Sky Harbour is building home bases for planes.  The massive growth in private aviation and why it’s poised to continue.  Turning underutilized airports into hubs.   Companies discussed: SKYH, GD, BDRBF, FDX Host: Deidre Woollard Guests: Tal Keinan, Bill Mann Producer: Dylan Lewis Engineers: Kyle Carruthers, Rick Engdahl]]></itunes:summary><itunes:duration>1713</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A One-Night Tenant</title><link>https://www.spreaker.com/episode/a-one-night-tenant--75714812</link><description><![CDATA[Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:  If Airbnb can take a greater share of the hospitality market.  Why sports and the Sphere are a winning combination for Las Vegas.  How large-group travel provides a safety net for Ryman Hospitality.   Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl]]></description><guid isPermaLink="false">261266a6-dd88-11ee-82b7-a738d12daf51</guid><pubDate>Sat, 09 Mar 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714812/arml1411928932.mp3" length="41641392" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:  If Airbnb can take a greater share of the...</itunes:subtitle><itunes:summary><![CDATA[Deidre Woollard and Matt Argersinger check in on the world of hospitality real estate including Airbnb as well as two real estate investment trusts with big hotels and even bigger ambitions.They discuss:  If Airbnb can take a greater share of the hospitality market.  Why sports and the Sphere are a winning combination for Las Vegas.  How large-group travel provides a safety net for Ryman Hospitality.   Companies discussed: VICI, RHP, ABNBHost: Deidre Woollard Guest: Matt Argersinger Producer: Dylan Lewis Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1724</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Death, Taxes, Retail Membership Programs</title><link>https://www.spreaker.com/episode/death-taxes-retail-membership-programs--75714922</link><description><![CDATA[Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.   (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend. - Target’s rebound and how it might get back to growth. - The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.   (19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.   (34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.  Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH  Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Nell Minow Engineers: Dan Boyd]]></description><guid isPermaLink="false">6402fa1c-9881-11ee-84f4-0342e1a44f3f</guid><pubDate>Fri, 08 Mar 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714922/arml8741147112.mp3" length="59151009" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.   (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend. - Target’s...</itunes:subtitle><itunes:summary><![CDATA[Back on track with inventory, Target plans its next phase of growth with an industry mandate: the membership program.   (00:21) Ron Gross and Jason Moser discuss: - Crowdstrike’s eye-popping quarter and the strength of cybersecurity spend. - Target’s rebound and how it might get back to growth. - The stories behind rough earnings from Foot Locker, Campbell’s, and Nordstrom.   (19:11) Motley Fool Money’s go-to film critic Nell Minow provides an Oscars preview, update on the state of the movie biz and some of her favorite films from 2023.   (34:41) Ron and Jason break down two stocks on their radar: UiPath and Titan.  Stocks discussed: CRWD, TGT, TWLO, FL, CPB, JWN, TWI, PATH  Host: Dylan Lewis Guests: Ron Gross, Jason Moser, Nell Minow Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Can This Bank Be Saved?</title><link>https://www.spreaker.com/episode/can-this-bank-be-saved--75715144</link><description><![CDATA[Big pockets have weighed in at New York Community Bank, can they turn the ship around?  (00:21) Bill Barker and Deidre Woollard discuss: - Why New York City Bank needed a deep-pocketed rescue. - Abercrombie &amp; Fitch’s incredible rise. - American Eagle’s tough bet on logistics.  (18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.  Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN  Host: Deidre Woollard Guests: Mary Long, Matt Frankel, Bill Barker Producer: Dylan Lewis Engineers: Rick Engdahl, Dan Boyd  Thank you to NordVPN -- get an exclusive NordVPN deal here ↣ https://nordvpn.com/MOTLEYFOOL It’s risk- free with Nord’s 30-day money back guarantee!]]></description><guid isPermaLink="false">63d0286c-9881-11ee-84f4-7f83bd3fb6d1</guid><pubDate>Thu, 07 Mar 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715144/arml5019946416.mp3" length="45591006" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big pockets have weighed in at New York Community Bank, can they turn the ship around?  (00:21) Bill Barker and Deidre Woollard discuss: - Why New York City Bank needed a deep-pocketed rescue. - Abercrombie &amp;amp; Fitch’s incredible rise. - American...</itunes:subtitle><itunes:summary><![CDATA[Big pockets have weighed in at New York Community Bank, can they turn the ship around?  (00:21) Bill Barker and Deidre Woollard discuss: - Why New York City Bank needed a deep-pocketed rescue. - Abercrombie &amp; Fitch’s incredible rise. - American Eagle’s tough bet on logistics.  (18:55) Mary Long and Motley Fool contributor Matt Frankel set sail for a tour of cruise companies and where investors might find enticing prospects.  Companies discussed: RCL, NCLH, CCL, AEO, SHOP, NYCB, ANF, AMZN  Host: Deidre Woollard Guests: Mary Long, Matt Frankel, Bill Barker Producer: Dylan Lewis Engineers: Rick Engdahl, Dan Boyd  Thank you to NordVPN -- get an exclusive NordVPN deal here ↣ https://nordvpn.com/MOTLEYFOOL It’s risk- free with Nord’s 30-day money back guarantee!]]></itunes:summary><itunes:duration>1888</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Soaring Stocks and EVTOLs</title><link>https://www.spreaker.com/episode/soaring-stocks-and-evtols--75715257</link><description><![CDATA[Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Target finally finding its footing, and how the company is turning to loyalty programs for more growth.  - Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.  - Bitcoin’s spot-ETF fueled rise to all-time highs.   (16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.   Companies discussed: TGT, CRWD, BTC, JOBY, ACHR  Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd]]></description><guid isPermaLink="false">639ccea4-9881-11ee-84f4-4b80537ce110</guid><pubDate>Wed, 06 Mar 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715257/arml4558385881.mp3" length="49726107" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Target finally finding its footing, and how the company is turning to loyalty programs...</itunes:subtitle><itunes:summary><![CDATA[Target and Crowdstrike are flying after earnings, and in a few years you might be able to take off in an EVTOL.   (00:21) Asit Sharma and Dylan Lewis discuss:  - Target finally finding its footing, and how the company is turning to loyalty programs for more growth.  - Crowdstrike’s results showing enterprise spend on cybersecurity isn’t slowing down.  - Bitcoin’s spot-ETF fueled rise to all-time highs.   (16:53) Motley Fool Money’s Deidre Woollard talks with analyst Sanmeet Deo about the highly speculative, highly futuristic world of EVTOLs and personal air travel.   Companies discussed: TGT, CRWD, BTC, JOBY, ACHR  Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Sanmeet Deo Engineers: Rick Engdahl, Dan Boyd]]></itunes:summary><itunes:duration>2061</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Trouble or Turnaround Plays?</title><link>https://www.spreaker.com/episode/trouble-or-turnaround-plays--75715182</link><description><![CDATA[We try to separate the falling knives from the buying opportunities.   (00:21) Jim Gillies and Dylan Lewis discuss:  - NYCB’s credit downgrade, material weaknesses, and current struggles.  - Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play. - Why Jim likes the prospects for beat-up fintech company PROG holdings.   (14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.   Companies discussed: NYCB, SFIX, PROG  Host: Dylan Lewis Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineers: Dan Boyd]]></description><guid isPermaLink="false">63692252-9881-11ee-84f4-97844f641d5a</guid><pubDate>Tue, 05 Mar 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715182/arml5507046205.mp3" length="37296789" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We try to separate the falling knives from the buying opportunities.   (00:21) Jim Gillies and Dylan Lewis discuss:  - NYCB’s credit downgrade, material weaknesses, and current struggles.  - Stitch Fix’s latest earnings, and whether the clothing...</itunes:subtitle><itunes:summary><![CDATA[We try to separate the falling knives from the buying opportunities.   (00:21) Jim Gillies and Dylan Lewis discuss:  - NYCB’s credit downgrade, material weaknesses, and current struggles.  - Stitch Fix’s latest earnings, and whether the clothing company could be a turnaround play. - Why Jim likes the prospects for beat-up fintech company PROG holdings.   (14:46) Alison Southwick and Robert Brokamp talk about trends in travel and tips if you’re trying to avoid the crowds and fees next time you step on a plane.   Companies discussed: NYCB, SFIX, PROG  Host: Dylan Lewis Guests: Jim Gillies, Alison Southwick, Robert Brokamp Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1543</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Consumers, Choice, And Apple</title><link>https://www.spreaker.com/episode/consumers-choice-and-apple--75714892</link><description><![CDATA[The European Commission is the latest to take aim at Apple’s app store.  (xx:xx) Jason Moser and Deidre Woollard discuss: - Why Spotify and Apple are engaging in a new music streaming battle. - If Spirit Airlines will seek another buyer. - Why the latest go-private offer may be good news for Macy’s shareholders.  (18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.  Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">6335815e-9881-11ee-84f4-dffb2be8655d</guid><pubDate>Mon, 04 Mar 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714892/arml1217862777.mp3" length="43759976" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The European Commission is the latest to take aim at Apple’s app store.  (xx:xx) Jason Moser and Deidre Woollard discuss: - Why Spotify and Apple are engaging in a new music streaming battle. - If Spirit Airlines will seek another buyer. - Why the...</itunes:subtitle><itunes:summary><![CDATA[The European Commission is the latest to take aim at Apple’s app store.  (xx:xx) Jason Moser and Deidre Woollard discuss: - Why Spotify and Apple are engaging in a new music streaming battle. - If Spirit Airlines will seek another buyer. - Why the latest go-private offer may be good news for Macy’s shareholders.  (18:03) Ricky Mulvey and Lou Whiteman cover the state of play for airline stocks.  Companies discussed: AAPL, SPOT, JBLU, M, UAL, DAL, AAL, LUV, ULCC, AER  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Lou Whiteman Producer: Ricky Mulvey Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1812</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What’s Up With Super Micro?</title><link>https://www.spreaker.com/episode/what-s-up-with-super-micro--75714720</link><description><![CDATA[When a stock goes parabolic, there’s more to the story than business performance.   Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:  - Super Micro’s real business. - The original bull thesis for the data center service company. - Super Micro’s relationship with Nvidia. - What’s behind the stock’s recent performance.   Stocks discussed: SMCI, NVDA, DELL, HPQ  Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey  Engineer: Tim Sparks]]></description><guid isPermaLink="false">6301e722-9881-11ee-84f4-63ee7dd872a7</guid><pubDate>Sun, 03 Mar 2024 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714720/arml3284866360.mp3" length="38295771" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When a stock goes parabolic, there’s more to the story than business performance.   Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:  - Super Micro’s real...</itunes:subtitle><itunes:summary><![CDATA[When a stock goes parabolic, there’s more to the story than business performance.   Mary Long caught up with Tim Beyers and Kirsten Guerra, advisors on The Motley Fool’s Interconnected Opportunities investing service to discuss:  - Super Micro’s real business. - The original bull thesis for the data center service company. - Super Micro’s relationship with Nvidia. - What’s behind the stock’s recent performance.   Stocks discussed: SMCI, NVDA, DELL, HPQ  Host: Mary Long Guests: Tim Beyers, Kirsten Guerra Producer: Ricky Mulvey  Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1584</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Small Cap Show</title><link>https://www.spreaker.com/episode/the-small-cap-show--75715268</link><description><![CDATA[With small caps, come great thrills. What about great rewards?  Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:  If the disappearance of “the small-cap premium” is a win for investors.    How to navigate environments with limited feedback.  The value (or lack thereof) of book value.    Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineers: Rick Engdahl]]></description><guid isPermaLink="false">052e318a-d762-11ee-b96d-37ee6febbad3</guid><pubDate>Sat, 02 Mar 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715268/arml8272735596.mp3" length="38430117" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>With small caps, come great thrills. What about great rewards?  Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different...</itunes:subtitle><itunes:summary><![CDATA[With small caps, come great thrills. What about great rewards?  Ricky Mulvey caught up with Bill Mann, a lead analyst at the Fool and our Director of Small-Cap Research, for a primer on small-cap investing. They check in on a handful of different small caps and discuss:  If the disappearance of “the small-cap premium” is a win for investors.    How to navigate environments with limited feedback.  The value (or lack thereof) of book value.    Tickers discussed: WINA, COST, DDS, BOC, FVRR, ASR, BRK.A, BRK.B Host: Ricky Mulvey Guest: Bill Mann Producer: Mary Long Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1590</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tech in 2024: AI and Dividends</title><link>https://www.spreaker.com/episode/tech-in-2024-ai-and-dividends--75714950</link><description><![CDATA[The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.  (00:21) Jason Moser and Matt Argersinger discuss: - Elon Musk’s lawsuit against OpenAI and Sam Altman -.Apple putting an end to Project Titan and its automotive ambitions. - Earnings updates from Axon and Okta, and a new dividend from Salesforce.   (19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.  (33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.   Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel Engineers: Dan Boyd]]></description><guid isPermaLink="false">629a9702-9881-11ee-84f4-1f29fa960a25</guid><pubDate>Fri, 01 Mar 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714950/arml7450064528.mp3" length="59151269" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.  (00:21) Jason Moser and Matt Argersinger discuss: - Elon Musk’s lawsuit against OpenAI and Sam...</itunes:subtitle><itunes:summary><![CDATA[The AI race heats up with Elon Musk’s lawsuit against OpenAI and Google Gemini’s rough week. And Salesforce joins Meta in the Big Tech dividend club.  (00:21) Jason Moser and Matt Argersinger discuss: - Elon Musk’s lawsuit against OpenAI and Sam Altman -.Apple putting an end to Project Titan and its automotive ambitions. - Earnings updates from Axon and Okta, and a new dividend from Salesforce.   (19:11) Motley Fool Money’s Deidre Woollard caught up with analyst Karl Thiel about the role of patents in pharmaceuticals, and the dreaded patent cliff looming for roughly 200 big-time drugs over the next decade.  (33:06) Jason and Matt break down two stocks on their radar: Palo Alto Networks and eBay.   Stocks discussed: TSLA, AAPL, GOOG, GOOGL, AXON, OKTA, CRM, PANW, EBAY.  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Deidre Woollard, Karl Thiel Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Platforms, Platforms, Platforms</title><link>https://www.spreaker.com/episode/platforms-platforms-platforms--75714769</link><description><![CDATA[For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.  (00:21) David Meier and Deidre Woollard discuss: - The power of a great CFO. - What a change in leadership means for Snowflake. - Why growing revenue isn’t just about new customers.  (17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.  Companies discussed: CRM, OKTA, SNOW, C  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: David Meier, Gary Stevenson Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones]]></description><guid isPermaLink="false">62653490-9881-11ee-84f4-e3d3a71c9bc3</guid><pubDate>Thu, 29 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714769/arml8890565778.mp3" length="42752439" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.  (00:21) David Meier and Deidre Woollard discuss: - The power of a great CFO. - What a change in leadership means for Snowflake. - Why growing revenue...</itunes:subtitle><itunes:summary><![CDATA[For Snowflake, Okta, and Snowflake, growth may come from more products not just more customers.  (00:21) David Meier and Deidre Woollard discuss: - The power of a great CFO. - What a change in leadership means for Snowflake. - Why growing revenue isn’t just about new customers.  (17:00) Gary Stevenson, author of “The Trading Game,” explains what it was like to be one of the world’s top financial traders.  Companies discussed: CRM, OKTA, SNOW, C  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: David Meier, Gary Stevenson Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones]]></itunes:summary><itunes:duration>1770</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Greed is Short</title><link>https://www.spreaker.com/episode/greed-is-short--75714862</link><description><![CDATA[When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.  - Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.  - Coupang’s continued rise as the major player in e-commerce in South Korea.  (17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.   Companies discussed: AAPL, BYND, CPNG  Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Carrie Sun Producer: Mary Long Engineers: Chace Pryzlepa, Dan Boyd]]></description><guid isPermaLink="false">623077dc-9881-11ee-84f4-ef8c922d8b4c</guid><pubDate>Wed, 28 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714862/arml7412730270.mp3" length="42401833" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Apple’s automotive ambitions “Project Titan” seemingly...</itunes:subtitle><itunes:summary><![CDATA[When a struggling business comes out with good news, it usually spells trouble for the shorts. Just ask those betting against Beyond Meat today.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Apple’s automotive ambitions “Project Titan” seemingly being wrapped up, and what it means for the tech company.  - Beyond Meat’s short-squeeze-fueled 40% spike, and why shorts are getting greedy with Beyond and some other companies right now.  - Coupang’s continued rise as the major player in e-commerce in South Korea.  (17:08) Deidre Woollard talks with Carrie Sun, author of the new memoir, “Private Equity,” for a behind-the-scenes look at life at a hedge fund.   Companies discussed: AAPL, BYND, CPNG  Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Carrie Sun Producer: Mary Long Engineers: Chace Pryzlepa, Dan Boyd]]></itunes:summary><itunes:duration>1755</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Earnings for Breakfast, Cereal for Dinner</title><link>https://www.spreaker.com/episode/earnings-for-breakfast-cereal-for-dinner--75715092</link><description><![CDATA[Zoom has a new growth story. Are investors buying it?   (00:21) Ricky Mulvey and Bill Barker discuss: - Zoom’s quarter, and if the company has a moat. - AutoZone’s international growth. - Wendy’s plan to test surge pricing. - If cereal is a part of a complete and nutritious dinner.  Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.  Got a question for the show? Email us at podcasts@fool.com.  Companies discussed: ZM, AZO, WEN, KLG, SCHW  Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">61fc09a2-9881-11ee-84f4-2f8798c63c4a</guid><pubDate>Tue, 27 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715092/arml2575442414.mp3" length="48202379" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Zoom has a new growth story. Are investors buying it?   (00:21) Ricky Mulvey and Bill Barker discuss: - Zoom’s quarter, and if the company has a moat. - AutoZone’s international growth. - Wendy’s plan to test surge pricing. - If cereal is a part of a...</itunes:subtitle><itunes:summary><![CDATA[Zoom has a new growth story. Are investors buying it?   (00:21) Ricky Mulvey and Bill Barker discuss: - Zoom’s quarter, and if the company has a moat. - AutoZone’s international growth. - Wendy’s plan to test surge pricing. - If cereal is a part of a complete and nutritious dinner.  Plus, (18:15) Alison Southwick and Robert Brokamp answer listener questions about 403(b)s, UTMAs, and the safety of brokerage platforms.  Got a question for the show? Email us at podcasts@fool.com.  Companies discussed: ZM, AZO, WEN, KLG, SCHW  Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1997</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Berkshire After Charlie</title><link>https://www.spreaker.com/episode/berkshire-after-charlie--75715245</link><description><![CDATA[Warren Buffett’s annual letter points to a steady path ahead.  (00:21) Jason Moser and Deidre Woollard discuss: - Why Berkshire Hathaway doesn’t pay a dividend. - If utility businesses are in trouble. - What a mountain of cash means for the insurance business.  (17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.  Companies discussed: BRK.A, BRK.B, DPZ, LULU  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Jason Moser, Ken Costa Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa]]></description><guid isPermaLink="false">61c6c9f4-9881-11ee-84f4-f3385281b6a4</guid><pubDate>Mon, 26 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715245/arml6485833269.mp3" length="41000183" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Warren Buffett’s annual letter points to a steady path ahead.  (00:21) Jason Moser and Deidre Woollard discuss: - Why Berkshire Hathaway doesn’t pay a dividend. - If utility businesses are in trouble. - What a mountain of cash means for the insurance...</itunes:subtitle><itunes:summary><![CDATA[Warren Buffett’s annual letter points to a steady path ahead.  (00:21) Jason Moser and Deidre Woollard discuss: - Why Berkshire Hathaway doesn’t pay a dividend. - If utility businesses are in trouble. - What a mountain of cash means for the insurance business.  (17:53) Ken Costa, author of The $100 Trillion Dollar Wealth Transfer, explains how a sea change in wealth could impact the world’s financial future.  Companies discussed: BRK.A, BRK.B, DPZ, LULU  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Jason Moser, Ken Costa Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa]]></itunes:summary><itunes:duration>1697</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Charles Duhigg on Supercommunicators</title><link>https://www.spreaker.com/episode/charles-duhigg-on-supercommunicators--75715291</link><description><![CDATA[What happens when a group of hedge fund managers share the last time they cried?  Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:  - The habits of Supercommunicators. - How Boeing and Netflix navigated communications crises. - An under-the-radar figure running the technical side of Microsoft.  Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd]]></description><guid isPermaLink="false">82c558fa-d1cf-11ee-b016-8f61c03da9c3</guid><pubDate>Sun, 25 Feb 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715291/arml8394548068.mp3" length="43051991" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What happens when a group of hedge fund managers share the last time they cried?  Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.”...</itunes:subtitle><itunes:summary><![CDATA[What happens when a group of hedge fund managers share the last time they cried?  Charles Duhigg is a Pulitzer prize-winning reporter and a best-selling author. His latest book is “Supercommunicators: How to Unlock the Secret Language of Connection.” Mary Long caught up with Duhigg for a conversations about:  - The habits of Supercommunicators. - How Boeing and Netflix navigated communications crises. - An under-the-radar figure running the technical side of Microsoft.  Host: Mary Long Guest: Charles Duhigg Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd]]></itunes:summary><itunes:duration>1782</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Dawn of Spatial Computing</title><link>https://www.spreaker.com/episode/the-dawn-of-spatial-computing--75715255</link><description><![CDATA[You’ve probably interacted with large language models. The next version might be large vision models. Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about: - How businesses, like Lockheed Martin and Lowes, are already using spatial computing. - The current challenges developing apps for the Vision Pro - Virtual air rights, digital fashion, and questions about the future of spatial computing. Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL Host: Deidre Woollard Guest: Cathy Hackl Producer: Ricky Mulvey Engineers: Rick Engdahl]]></description><guid isPermaLink="false">6b0fe012-d1bc-11ee-806c-e364abb53236</guid><pubDate>Sat, 24 Feb 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715255/arml2918001590.mp3" length="42484839" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>You’ve probably interacted with large language models. The next version might be large vision models. Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.”...</itunes:subtitle><itunes:summary><![CDATA[You’ve probably interacted with large language models. The next version might be large vision models. Cathy Hackl is a futurist, Apple Vision Pro developer, and co-author of the upcoming book “Spatial Computing: An AI-Driven Business Revolution.” Deidre Woollard caught up with Hackl for a conversation about: - How businesses, like Lockheed Martin and Lowes, are already using spatial computing. - The current challenges developing apps for the Vision Pro - Virtual air rights, digital fashion, and questions about the future of spatial computing. Companies discussed: APPL, U, LMT, LOW, META, GOOG, GOOGL Host: Deidre Woollard Guest: Cathy Hackl Producer: Ricky Mulvey Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1759</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>It’s NVIDIA’s world and we’re just living in it!</title><link>https://www.spreaker.com/episode/it-s-nvidia-s-world-and-we-re-just-living-in-it--75714954</link><description><![CDATA[Earnings season rolls on plus some acquisitions made the news this week:  (00:21) Emily Flippen and Andy Cross discuss: - Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre - Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio  (19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”  (34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot  Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS Host: Ron Gross Guests: Emily Flippen, Andy Cross, Kurt Wagner Engineers: Dan Boyd]]></description><guid isPermaLink="false">611fb7c2-9881-11ee-84f4-432c8597ef10</guid><pubDate>Fri, 23 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714954/arml3917372379.mp3" length="59150737" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings season rolls on plus some acquisitions made the news this week:  (00:21) Emily Flippen and Andy Cross discuss: - Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre - Acquisition roundup: Capital One is...</itunes:subtitle><itunes:summary><![CDATA[Earnings season rolls on plus some acquisitions made the news this week:  (00:21) Emily Flippen and Andy Cross discuss: - Earnings reports for Nvidia, Etsy, Wayfair, Walmart, Palo Alto Networks, and MercadoLibre - Acquisition roundup: Capital One is acquiring Discovery Financial and Walmart is acquiring Vizio  (19:11) Bloomberg reporter, Kurt Wagner talks about Twitter and his new book “The Battle for the Bird.”  (34:25) Emily and Andy break down two stocks on their radar: Grab Holdings and HubSpot  Stocks discussed: NVDA, ETSY, W, WMT, PANW, MELI, COF, DFS, GRAB, HUBS Host: Ron Gross Guests: Emily Flippen, Andy Cross, Kurt Wagner Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The NVDA Show</title><link>https://www.spreaker.com/episode/the-nvda-show--75715275</link><description><![CDATA[What does Nvidia’s blockbuster quarter signify for the future?  (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia’s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia’s capital allocation.  Companies discussed: NVDA Host: Deidre Woollard Guest: Tim Beyers Producers: Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">60eb2af2-9881-11ee-84f4-b3c5c1804696</guid><pubDate>Thu, 22 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715275/arml8024906910.mp3" length="38838437" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What does Nvidia’s blockbuster quarter signify for the future?  (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia’s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia’s capital allocation....</itunes:subtitle><itunes:summary><![CDATA[What does Nvidia’s blockbuster quarter signify for the future?  (00:21) Tim Beyers and Deidre Woollard discuss: - What is fueling Nvidia’s growth? - How far the demand for GPUs can stretch. - What concerns Tim about Nvidia’s capital allocation.  Companies discussed: NVDA Host: Deidre Woollard Guest: Tim Beyers Producers: Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1607</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is PayPal the Next Meta?</title><link>https://www.spreaker.com/episode/is-paypal-the-next-meta--75714932</link><description><![CDATA[Investors want PayPal to become the next Meta, but it’s not easy to transform a business. (00:13) David Meier and Deidre Woollard discuss: - The reason behind Palo Alto Network’s lowered outlook. - Where the next big cybersecurity threats could come from. - Fubo’s attempt to sport a sports streaming superpower. (17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up. Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Matt Frankel, Ricky Mulvey, David Meier Producer: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Tim Sparks]]></description><guid isPermaLink="false">4f381d64-d0ef-11ee-941b-435ba2d234bb</guid><pubDate>Wed, 21 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714932/arml2377773540.mp3" length="48055836" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors want PayPal to become the next Meta, but it’s not easy to transform a business. (00:13) David Meier and Deidre Woollard discuss: - The reason behind Palo Alto Network’s lowered outlook. - Where the next big cybersecurity threats could come...</itunes:subtitle><itunes:summary><![CDATA[Investors want PayPal to become the next Meta, but it’s not easy to transform a business. (00:13) David Meier and Deidre Woollard discuss: - The reason behind Palo Alto Network’s lowered outlook. - Where the next big cybersecurity threats could come from. - Fubo’s attempt to sport a sports streaming superpower. (17:12) Matt Frankel and Ricky Mulvey look at Meta’s rebound and if PayPal could be next for a glow up. Companies discussed: META, PYPL, ADYEY, NVDA, PANW, ZS, CRWD, FUBO, DIS, WBD Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: Matt Frankel, Ricky Mulvey, David Meier Producer: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Tim Sparks]]></itunes:summary><itunes:duration>1991</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Capital One Applies for a Credit Card</title><link>https://www.spreaker.com/episode/capital-one-applies-for-a-credit-card--75714955</link><description><![CDATA[Capital One wants Discover for a $35 billion dollar all stock deal.  (00:21) Ricky Mulvey and Jim Gillies discuss:  - How a merged Capital One and Discover would compare to the big banks.  - The investor reaction to the proposed merger.  - Home Depot’s earnings.  - The end of an activist story at a company that makes garden rakes.  Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.  EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/motleyfool Try it risk-free now with a 30-day money-back guarantee!  Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann Producer: Mary Long Engineers: Dan Boyd, Jim Gillies]]></description><guid isPermaLink="false">607fcff0-9881-11ee-84f4-833947d11f0f</guid><pubDate>Tue, 20 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714955/arml1695957748.mp3" length="49135918" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Capital One wants Discover for a $35 billion dollar all stock deal.  (00:21) Ricky Mulvey and Jim Gillies discuss:  - How a merged Capital One and Discover would compare to the big banks.  - The investor reaction to the proposed merger.  - Home...</itunes:subtitle><itunes:summary><![CDATA[Capital One wants Discover for a $35 billion dollar all stock deal.  (00:21) Ricky Mulvey and Jim Gillies discuss:  - How a merged Capital One and Discover would compare to the big banks.  - The investor reaction to the proposed merger.  - Home Depot’s earnings.  - The end of an activist story at a company that makes garden rakes.  Plus, (16:47) Robert Brokamp and Alison Southwick continue their conversation with Jason Moser and Bill Mann. They cover the stocks that got away and the ones that broke their hearts.  EXCLUSIVE NordVPN Deal ➼ https://nordvpn.com/motleyfool Try it risk-free now with a 30-day money-back guarantee!  Companies discussed: DFS, COF, HD, GFF, UA, LULU, NVDA, TDG, JD, EB, U, IOT, ONON  Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Jason Moser, Bill Mann Producer: Mary Long Engineers: Dan Boyd, Jim Gillies]]></itunes:summary><itunes:duration>2036</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Harvard Business Prof on Failing Well</title><link>https://www.spreaker.com/episode/harvard-business-prof-on-failing-well--75714910</link><description><![CDATA[Why would Eli Lilly put on a failure party?   Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:  - The complex failure at Boeing. - What to do after something goes wrong. - The problem with “move fast and break things.”  Companies discussed: BA, LLY  Host: Deidre Woollard Guest: Amy Edmondson Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa]]></description><guid isPermaLink="false">6019208e-9881-11ee-84f4-d32b7d98473a</guid><pubDate>Sun, 18 Feb 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714910/arml6569671505.mp3" length="35184958" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Why would Eli Lilly put on a failure party?   Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:  -...</itunes:subtitle><itunes:summary><![CDATA[Why would Eli Lilly put on a failure party?   Deidre Woollard talked about the art of failing with Amy Edmondson, the Novartis Professor of Leadership and Management at the Harvard Business School, and author of “Right Kind of Wrong”. They discuss:  - The complex failure at Boeing. - What to do after something goes wrong. - The problem with “move fast and break things.”  Companies discussed: BA, LLY  Host: Deidre Woollard Guest: Amy Edmondson Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa]]></itunes:summary><itunes:duration>1454</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Change Equals Opportunity</title><link>https://www.spreaker.com/episode/change-equals-opportunity--75714903</link><description><![CDATA[Did Netflix kill the video star?   James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss:   - What it is like to be a CEO at a company facing bankruptcy. - 7-Eleven and the American Dream. - Blockbuster’s early streaming play - How AI is changing education.  Company discussed: NFLX   Host: Deidre Woollard Guest: James Keyes Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">5fe613d8-9881-11ee-84f4-67c9087b04f0</guid><pubDate>Sat, 17 Feb 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714903/arml3722518765.mp3" length="31260796" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Did Netflix kill the video star?   James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss:   - What it is like to be a CEO at a...</itunes:subtitle><itunes:summary><![CDATA[Did Netflix kill the video star?   James Keyes is the former CEO of Blockbuster and 7-Eleven, and the author of “Education is Freedom: The Future Is in Your Hands.” Deidre Woollard caught up Keyes to discuss:   - What it is like to be a CEO at a company facing bankruptcy. - 7-Eleven and the American Dream. - Blockbuster’s early streaming play - How AI is changing education.  Company discussed: NFLX   Host: Deidre Woollard Guest: James Keyes Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1290</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stock Market Whip Lash</title><link>https://www.spreaker.com/episode/stock-market-whip-lash--75714844</link><description><![CDATA[Economic data and earnings season combined for a volatile weak in the stock market.  (00:21) Bill Mann and Jason Moser discuss: - The latest inflation numbers and what they mean for investors - Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk - Nvidia’s disclosure of its investments and how it impacted stocks  (19:11) Corrado Russo shares some thoughts on the international real estate market.  (34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot  Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS  Host: Ron Gross Guests: Bill Mann, Jason Moser, Corrado Russo Engineers: Dan Boyd]]></description><guid isPermaLink="false">5fb26fba-9881-11ee-84f4-638ce9e49d8f</guid><pubDate>Fri, 16 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714844/arml1912853938.mp3" length="58764517" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Economic data and earnings season combined for a volatile weak in the stock market.  (00:21) Bill Mann and Jason Moser discuss: - The latest inflation numbers and what they mean for investors - Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and...</itunes:subtitle><itunes:summary><![CDATA[Economic data and earnings season combined for a volatile weak in the stock market.  (00:21) Bill Mann and Jason Moser discuss: - The latest inflation numbers and what they mean for investors - Earnings wrap-up for Twilio, Lyft, Airbnb, Shopify and Trade Desk - Nvidia’s disclosure of its investments and how it impacted stocks  (19:11) Corrado Russo shares some thoughts on the international real estate market.  (34:09) Bill and Jason break down two stocks on their radar: Fresenius and Home Depot  Stocks discussed: TWLO, LYFT, ABNB, SHOP, TTD, SHOP, NVDA, NNOX, ARM, HD, FMS  Host: Ron Gross Guests: Bill Mann, Jason Moser, Corrado Russo Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Winter Chills Spending</title><link>https://www.spreaker.com/episode/winter-chills-spending--75715145</link><description><![CDATA[Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.  (00:21) Bill Barker and Deidre Woollard discuss: - How the retail spending numbers might impact the Fed. - If Stellantis is ready to take on Big EV. - Deere’s returns for investors.  (17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.  Companies discussed: WMT, DG, KR, STLA, GM, F, DE  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Bill Barker, Chris Andrews Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">5f7f3b90-9881-11ee-84f4-f3da813c08ed</guid><pubDate>Thu, 15 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715145/arml1615451622.mp3" length="42991173" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.  (00:21) Bill Barker and Deidre Woollard discuss: - How the retail spending numbers might impact the Fed. - If Stellantis is ready to take on Big EV. - Deere’s...</itunes:subtitle><itunes:summary><![CDATA[Retail numbers fall as some wonder if it’s more than cold weather holding consumers back.  (00:21) Bill Barker and Deidre Woollard discuss: - How the retail spending numbers might impact the Fed. - If Stellantis is ready to take on Big EV. - Deere’s returns for investors.  (17:55) Drew University Professor Chris Andrews shares his thoughts on why some companies are changing their strategies on self-checkout.  Companies discussed: WMT, DG, KR, STLA, GM, F, DE  Claim your Epic discount: www.fool.com/epic  Host: Deidre Woollard Guests: Bill Barker, Chris Andrews Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1779</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Lyft’s Typ0</title><link>https://www.spreaker.com/episode/lyft-s-typ0--75714785</link><description><![CDATA[Shares of the ride hailing soared more than 60% on a mistake.   (00:21) Ricky Mulvey and Tim Beyers discuss: - Airbnb’s $6 billion share buyback. - Lyft’s earnings mistake and business fundamentals. - Why Uber and Lyft aren’t as close as investors may think.  Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine’s Day themed roundtable about finding red and green flags for investments.  Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL  Host: Ricky Mulvey Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">5f4af5c4-9881-11ee-84f4-bb16e6d4e8de</guid><pubDate>Wed, 14 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714785/arml1064815173.mp3" length="41253914" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Shares of the ride hailing soared more than 60% on a mistake.   (00:21) Ricky Mulvey and Tim Beyers discuss: - Airbnb’s $6 billion share buyback. - Lyft’s earnings mistake and business fundamentals. - Why Uber and Lyft aren’t as close as investors may...</itunes:subtitle><itunes:summary><![CDATA[Shares of the ride hailing soared more than 60% on a mistake.   (00:21) Ricky Mulvey and Tim Beyers discuss: - Airbnb’s $6 billion share buyback. - Lyft’s earnings mistake and business fundamentals. - Why Uber and Lyft aren’t as close as investors may think.  Plus, (15:03) Dylan Lewis, Deidre Woollard, and Mary Long join Ricky for a Valentine’s Day themed roundtable about finding red and green flags for investments.  Stocks discussed: ABNB, LYFT, UBER, CNTS, ECL, ULTA, CRM, MELI, TDOC, AAPL  Host: Ricky Mulvey Guests: Tim Beyers, Dylan Lewis, Deidre Woollard, Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1706</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Stock To Spice Things Up</title><link>https://www.spreaker.com/episode/a-stock-to-spice-things-up--75714759</link><description><![CDATA[Love can be stubborn and so can inflation.  (00:21) Ricky Mulvey and Nick Sciple discuss: - Wall Street’s reaction to the latest inflation print. - Shopify acting like a growth stock. - A new partnership for Tiger Woods.  Plus, (15:20) Jason Moser and Bill Mann join Alison Southwick and Robert Brokamp to share some Valentine’s Day themed stories about stocks.  Stocks discussed: SHOP, GOLF, NKE, CSCO, COST, MKC  Get Exclusive NordVPN deal here: www.nordvpn.com/motleyfool It’s risk- free with Nord’s 30-day money back guarantee.  Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp, Bill Mann, Jason Moser Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5f1722bc-9881-11ee-84f4-b75cd11e805d</guid><pubDate>Tue, 13 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714759/arml3233979696.mp3" length="42954390" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Love can be stubborn and so can inflation.  (00:21) Ricky Mulvey and Nick Sciple discuss: - Wall Street’s reaction to the latest inflation print. - Shopify acting like a growth stock. - A new partnership for Tiger Woods.  Plus, (15:20) Jason Moser and...</itunes:subtitle><itunes:summary><![CDATA[Love can be stubborn and so can inflation.  (00:21) Ricky Mulvey and Nick Sciple discuss: - Wall Street’s reaction to the latest inflation print. - Shopify acting like a growth stock. - A new partnership for Tiger Woods.  Plus, (15:20) Jason Moser and Bill Mann join Alison Southwick and Robert Brokamp to share some Valentine’s Day themed stories about stocks.  Stocks discussed: SHOP, GOLF, NKE, CSCO, COST, MKC  Get Exclusive NordVPN deal here: www.nordvpn.com/motleyfool It’s risk- free with Nord’s 30-day money back guarantee.  Host: Ricky Mulvey Guests: Nick Sciple, Alison Southwick, Robert Brokamp, Bill Mann, Jason Moser Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1777</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Big Ads Worth The Spend?</title><link>https://www.spreaker.com/episode/are-big-ads-worth-the-spend--75714787</link><description><![CDATA[Celebrities, talking cats, and bad animation, did those Big Game ads connect?  (00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss: - What brands are looking for from a major spend. - The increasing bifurcation of the watching experience. - If it takes more than a celebrity or three to make a great ad.  (19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers.  Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST  Get your 30-day free trial of Monarch Money at www.monarchmoney.com/fool  Host: Deidre Woollard Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5ee48bcc-9881-11ee-84f4-9b4b412bc60b</guid><pubDate>Mon, 12 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714787/arml4028923679.mp3" length="47064198" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Celebrities, talking cats, and bad animation, did those Big Game ads connect?  (00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss: - What brands are looking for from a major spend. - The increasing bifurcation of the watching experience. - If...</itunes:subtitle><itunes:summary><![CDATA[Celebrities, talking cats, and bad animation, did those Big Game ads connect?  (00:21) Ricky Mulvey, Dan Boyd and Deidre Woollard discuss: - What brands are looking for from a major spend. - The increasing bifurcation of the watching experience. - If it takes more than a celebrity or three to make a great ad.  (19:11) Mary Long and Rick Munarriz compare Match and Bumble and break down the prospects for these two publicly traded matchmakers.  Companies discussed: PARA, DIS, PDD, MTCH, BMBL, ETSY, VZ, CGSP, RDFN, MNST  Get your 30-day free trial of Monarch Money at www.monarchmoney.com/fool  Host: Deidre Woollard Guests: Ricky Mulvey, Dan Boyd, Mary Long, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1948</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Next Internet</title><link>https://www.spreaker.com/episode/the-next-internet--75715263</link><description><![CDATA[Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a recent episode of our premium podcast, Stock Advisor Roundtable, Brian and Tom also discuss:  The future of fraud detection.  How to succeed at thinking clearly.  The amorality of big tech companies.   To gain access to all episodes of “Stock Advisor Roundtable” and get two stock picks each month, become a Motley Fool Stock Advisor member here: www.fool.com/signup If you’re already a Stock Advisor member, check out other episodes of Stock Advisor Roundtable here.   Tickers discussed: NVDA, TSLA, ABNB, SQ, NOW, EQT, META, KNSA  Host: Brian Stoffel Guest: Tom Gardner Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">4d393e92-c6b5-11ee-a83c-8bc385c8d2d5</guid><pubDate>Sun, 11 Feb 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715263/arml2966442129.mp3" length="41605669" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a recent episode of our premium podcast, Stock...</itunes:subtitle><itunes:summary><![CDATA[Motley Fool CEO and co-founder Tom Gardner caught up with longtime Fool Contributor Brian Stoffel to talk through Tom’s fervent belief that AI is the next internet, but better. In this segment from a recent episode of our premium podcast, Stock Advisor Roundtable, Brian and Tom also discuss:  The future of fraud detection.  How to succeed at thinking clearly.  The amorality of big tech companies.   To gain access to all episodes of “Stock Advisor Roundtable” and get two stock picks each month, become a Motley Fool Stock Advisor member here: www.fool.com/signup If you’re already a Stock Advisor member, check out other episodes of Stock Advisor Roundtable here.   Tickers discussed: NVDA, TSLA, ABNB, SQ, NOW, EQT, META, KNSA  Host: Brian Stoffel Guest: Tom Gardner Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1721</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stocks for the Big Game</title><link>https://www.spreaker.com/episode/stocks-for-the-big-game--75715023</link><description><![CDATA[Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history.  Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the publicly traded companies associated with the game, and find out if any are worth an investor’s attention.   Plus, Mary interviews Dave Schwartz, Ombuds at the University of Nevada, Las Vegas and a student of gambling history.  Companies discussed: UAL, BA, ALGT, CPB, PEP, PARA, NFLX  Host: Mary Long Guests: Jason Moser, Dave Schwartz  Producer: Ricky Mulvey Engineers: Tim Sparks, Annie Pope]]></description><guid isPermaLink="false">5e7da5a6-9881-11ee-84f4-0fa4938d18d9</guid><pubDate>Sat, 10 Feb 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715023/arml8216066787.mp3" length="39588069" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history.  Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the...</itunes:subtitle><itunes:summary><![CDATA[Before the Kansas City Chiefs face off against the San Francisco 49ers, we’ve got a look at the companies sponsoring the game, and a look at gambling history.  Mary Long caught up with Motley Fool Senior Analyst Jason Moser for conversation about the publicly traded companies associated with the game, and find out if any are worth an investor’s attention.   Plus, Mary interviews Dave Schwartz, Ombuds at the University of Nevada, Las Vegas and a student of gambling history.  Companies discussed: UAL, BA, ALGT, CPB, PEP, PARA, NFLX  Host: Mary Long Guests: Jason Moser, Dave Schwartz  Producer: Ricky Mulvey Engineers: Tim Sparks, Annie Pope]]></itunes:summary><itunes:duration>1637</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Wins: Burrito, Music, Ride-Hailing</title><link>https://www.spreaker.com/episode/big-wins-burrito-music-ride-hailing--75715338</link><description><![CDATA[The industry defining companies continue to win in fast-casual, music streaming, and transportation.  (00:21) Emily Flippen and Matt Argersinger discuss: - Chipotle’s status as big burrito, and how things look as the stock hits all-time highs. - Spotify and Uber’s impressive combo of growth and efficiency. - Earnings updates from Roblox, Simon Property Group, and Enphase.  (19:11) Valentine’s day is coming up – to help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships."  (34:04) Emily and Matt break down two stocks on their radar: Starbucks and Snap.  Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick Engineers: Dan Boyd]]></description><guid isPermaLink="false">5e4a1f1a-9881-11ee-84f4-979b28c66b7e</guid><pubDate>Fri, 09 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715338/arml2918844215.mp3" length="58765111" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The industry defining companies continue to win in fast-casual, music streaming, and transportation.  (00:21) Emily Flippen and Matt Argersinger discuss: - Chipotle’s status as big burrito, and how things look as the stock hits all-time highs. -...</itunes:subtitle><itunes:summary><![CDATA[The industry defining companies continue to win in fast-casual, music streaming, and transportation.  (00:21) Emily Flippen and Matt Argersinger discuss: - Chipotle’s status as big burrito, and how things look as the stock hits all-time highs. - Spotify and Uber’s impressive combo of growth and efficiency. - Earnings updates from Roblox, Simon Property Group, and Enphase.  (19:11) Valentine’s day is coming up – to help our listeners in matter gift-giving and money in relationships, Deidre Woollard caught up with Scott Rick a marketing professor at The University of Michigan and the author of "Tightwads and Spendthrifts: Navigating the Money Minefield in Real Relationships."  (34:04) Emily and Matt break down two stocks on their radar: Starbucks and Snap.  Stocks discussed: CMG, SPOT, UBER, RBLX, SPG, ENPH  Host: Dylan Lewis Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Scott Rick Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Disney’s New Magic: Saving Money</title><link>https://www.spreaker.com/episode/disney-s-new-magic-saving-money--75714964</link><description><![CDATA[Disney’s quarter included sports, games, and a healthy dose of cutting costs.  (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP into gaming. - ESPN’s power moves.  (17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers.  Companies discussed: DIS, FLWS, NFLX, FUBO  Claim your Epic Bundle discount: fool.com/epic198  Host: Deidre Woollard Guests: Rick Munarriz, Kirsten Guerra Producers: Ricky Mulvey, Mary Long Engineers: Desiree Jones, Dan Boyd]]></description><guid isPermaLink="false">5e16383a-9881-11ee-84f4-ef36c76bf787</guid><pubDate>Thu, 08 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714964/arml7169681454.mp3" length="46932776" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Disney’s quarter included sports, games, and a healthy dose of cutting costs.  (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP into gaming. - ESPN’s power moves.  (17:33) Kirsten...</itunes:subtitle><itunes:summary><![CDATA[Disney’s quarter included sports, games, and a healthy dose of cutting costs.  (00:21) Rick Munarriz and Deidre Woollard discuss: - Disney’s ability to cut costs. - How Disney plans to extend its IP into gaming. - ESPN’s power moves.  (17:33) Kirsten Guerra explores the complicated logistics that drive 1-800-Flowers.  Companies discussed: DIS, FLWS, NFLX, FUBO  Claim your Epic Bundle discount: fool.com/epic198  Host: Deidre Woollard Guests: Rick Munarriz, Kirsten Guerra Producers: Ricky Mulvey, Mary Long Engineers: Desiree Jones, Dan Boyd]]></itunes:summary><itunes:duration>1943</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>No Artificial Sweetener for Uber</title><link>https://www.spreaker.com/episode/no-artificial-sweetener-for-uber--75715024</link><description><![CDATA[Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?   (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time highs and its ride-hailing dominance. - Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.  - Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.   (17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.  Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd]]></description><guid isPermaLink="false">5ddf8c68-9881-11ee-84f4-67cfd15602ff</guid><pubDate>Wed, 07 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715024/arml6942872734.mp3" length="50854171" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?   (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time highs and its ride-hailing dominance. - Chipotle’s...</itunes:subtitle><itunes:summary><![CDATA[Uber’s first ever year of profitability comes without any caveats, what should investors make of the everything app at all-time highs?   (00:21) Tim Beyers and Dylan Lewis discuss: - Uber at all-time highs and its ride-hailing dominance. - Chipotle’s fantastic quarter, and why the company’s comps prove you can’t bet against big burrito.  - Roblox’s return to strong user metrics, and why analysts are talking about the company’s ad business.   (17:02) What might dating profiles look like for stocks? Mary Long caught up with Motley Fool Senior Analyst Asit Sharma to figure out which companies would make a good long-term partners for investors.  Companies discussed: UBER, CMG, RBLX, DIS, VRTX, MSTR  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Asit Sharma Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2106</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>See SPOT Run</title><link>https://www.spreaker.com/episode/see-spot-run--75714867</link><description><![CDATA[Investors don’t want to wait for interest rate cuts.  (00:21) Ricky Mulvey and Asit Sharma discuss: - Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction. - The commercial real estate risk for the central bank. - Spotify’s strategy shift in podcasting. - The audio company’s operating loss and big free cash flow number.  Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin.  Tickers discussed: SPOT, NFLX, HODL  Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5dac447a-9881-11ee-84f4-4b7b4b84faec</guid><pubDate>Tue, 06 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714867/arml4954455872.mp3" length="40924730" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Investors don’t want to wait for interest rate cuts.  (00:21) Ricky Mulvey and Asit Sharma discuss: - Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction. - The commercial real estate risk for the central bank. - Spotify’s strategy...</itunes:subtitle><itunes:summary><![CDATA[Investors don’t want to wait for interest rate cuts.  (00:21) Ricky Mulvey and Asit Sharma discuss: - Fed Chair Jerome Powell’s appearance on 60 Minutes, and market reaction. - The commercial real estate risk for the central bank. - Spotify’s strategy shift in podcasting. - The audio company’s operating loss and big free cash flow number.  Plus, (17:02) Alison Southwick and Robert Brokamp discuss the rise of exchange traded products tracking Bitcoin.  Tickers discussed: SPOT, NFLX, HODL  Host: Ricky Mulvey Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1694</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Golden Arches Still Gleam</title><link>https://www.spreaker.com/episode/golden-arches-still-gleam--75714860</link><description><![CDATA[Is chicken the new beef? McDonald’s is innovating to please global palates.  (00:21) Jason Moser and Deidre Woollard discuss: - The changing behavior of global eaters. - How McDonald’s uses data to drive menu changes. - Snap’s proclamation that social media is dead.  (16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes.  Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP  Get your Monarch Money extended 30-day free trial: www.monarchmoney.com/fool  Host: Deidre Woollard Guests: Patrick Badolato, Jason Moser, Ricky Mulvey Producers: Ricky Mulvey, Mary Long Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">5d78a188-9881-11ee-84f4-67c1617b82f1</guid><pubDate>Mon, 05 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714860/arml5382965392.mp3" length="47155016" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Is chicken the new beef? McDonald’s is innovating to please global palates.  (00:21) Jason Moser and Deidre Woollard discuss: - The changing behavior of global eaters. - How McDonald’s uses data to drive menu changes. - Snap’s proclamation that social...</itunes:subtitle><itunes:summary><![CDATA[Is chicken the new beef? McDonald’s is innovating to please global palates.  (00:21) Jason Moser and Deidre Woollard discuss: - The changing behavior of global eaters. - How McDonald’s uses data to drive menu changes. - Snap’s proclamation that social media is dead.  (16:53) Ricky Mulvey talks to Patrick Badolato, an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business about what lurks in company footnotes.  Companies discussed: UBER, AAPL, MCD, SBUX, CMG, DPZ, SNAP  Get your Monarch Money extended 30-day free trial: www.monarchmoney.com/fool  Host: Deidre Woollard Guests: Patrick Badolato, Jason Moser, Ricky Mulvey Producers: Ricky Mulvey, Mary Long Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>1952</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Aswath Damodaran: Read Less. Think More.</title><link>https://www.spreaker.com/episode/aswath-damodaran-read-less-think-more--75714894</link><description><![CDATA[Want to follow the great investors? Then good luck beating the market.   Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about:  - Corporate lifecycles, and why investors should understand them.  - The problem with trying to follow great investors. - The fall of research analysts, and the rise of passive investing. - An investing lesson from Charlie Munger.   Companies mentioned: TSLA, META, BIRK, DIS, NOK  Host: Bill Mann Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Desireé Jones]]></description><guid isPermaLink="false">5d442480-9881-11ee-84f4-5f7bd5fa4235</guid><pubDate>Sun, 04 Feb 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714894/arml4874704517.mp3" length="58708480" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Want to follow the great investors? Then good luck beating the market.   Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about:  - Corporate...</itunes:subtitle><itunes:summary><![CDATA[Want to follow the great investors? Then good luck beating the market.   Aswath Damodaran is a Professor of Finance at the Stern School of Business at New York University. Bill Mann caught up with Damodaran for a conversation about:  - Corporate lifecycles, and why investors should understand them.  - The problem with trying to follow great investors. - The fall of research analysts, and the rise of passive investing. - An investing lesson from Charlie Munger.   Companies mentioned: TSLA, META, BIRK, DIS, NOK  Host: Bill Mann Guest: Aswath Damodaran Producer: Ricky Mulvey Engineers: Dan Boyd, Desireé Jones]]></itunes:summary><itunes:duration>2435</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The War Below</title><link>https://www.spreaker.com/episode/the-war-below--75715340</link><description><![CDATA[Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work.   Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about:  Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals.  Tensions of the clean energy transition.  The “wacky journey” of a junior mining company.     Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM  Host: Deidre Woollard Guest: Ernest Scheyder Producer: Ricky Mulvey, Mary Long]]></description><guid isPermaLink="false">5d10bce4-9881-11ee-84f4-f78c9d0fdfa1</guid><pubDate>Sat, 03 Feb 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715340/arml6570902682.mp3" length="37154887" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work.   Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below:...</itunes:subtitle><itunes:summary><![CDATA[Inside your cell phone, your car, even your leaf blower – there’s a collection of small, precious minerals making each one work.   Ernest Scheyder is a Reuters reporter covering the clean energy transition and author of the new book, “The War Below: Lithium, Copper, and the Global Battle to Power Our Lives.” Deidre Woollard caught up with Scheyder for a conversation about:  Tradeoffs in mining, and why the U.S. is falling behind in the race for precious minerals.  Tensions of the clean energy transition.  The “wacky journey” of a junior mining company.     Companies mentioned: TSLA, RIO, LAC, LAAC, CVX, F, GM  Host: Deidre Woollard Guest: Ernest Scheyder Producer: Ricky Mulvey, Mary Long]]></itunes:summary><itunes:duration>1537</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Big Tech: AI, Devices, and Dividends</title><link>https://www.spreaker.com/episode/big-tech-ai-devices-and-dividends--75715113</link><description><![CDATA[A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.  (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.  (19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..  (35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.  Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">5cdc7164-9881-11ee-84f4-9f236f1ced5d</guid><pubDate>Fri, 02 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715113/arml7898292541.mp3" length="58527814" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.  (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and...</itunes:subtitle><itunes:summary><![CDATA[A big week of debuts in tech – Apple’s Vision Pro hits shelves and Meta unveils a new plan for its cash.  (00:21) Bill Mann and Jason Moser discuss: - Apple’s Vision Pro, Meta’s new dividend, and how the cloud keeps performing for Microsoft and Amazon. - Why New York Community Bank’s woes don’t signal broader banking issues, but the liquidation of Evergrande could mean more pain ahead in China.  (19:11) Will Lansing, CEO of FICO, talks through his team’s management philosophy, why investors should focus on more than just the company’s scoring business, and the way AI and buy-now-pay-later are affecting the credit industry..  (35:35) Jason and Bill break down two stocks on their radar: Estee Lauder and Etsy.  Stocks discussed: AAPL, META, MSFT, AMZN, NYCB, EL, ETSY  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>2427</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Powell’s No-Action Streak</title><link>https://www.spreaker.com/episode/powell-s-no-action-streak--75714890</link><description><![CDATA[Prospects for a rapid string of rate cuts may be fading. That’s actually good news.  (00:21) Bill Barker and Deidre Woollard discuss: - How fewer interest rate cuts may impact businesses. - Peloton’s path forward. - Ways streaks are valuable to businesses.  (16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.  Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Bill Barker, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5ca83296-9881-11ee-84f4-6b03905fc55d</guid><pubDate>Thu, 01 Feb 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714890/arml2103359854.mp3" length="44213687" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Prospects for a rapid string of rate cuts may be fading. That’s actually good news.  (00:21) Bill Barker and Deidre Woollard discuss: - How fewer interest rate cuts may impact businesses. - Peloton’s path forward. - Ways streaks are valuable to...</itunes:subtitle><itunes:summary><![CDATA[Prospects for a rapid string of rate cuts may be fading. That’s actually good news.  (00:21) Bill Barker and Deidre Woollard discuss: - How fewer interest rate cuts may impact businesses. - Peloton’s path forward. - Ways streaks are valuable to businesses.  (16:47) Mary Long and Matt Frankel discuss the buy now, pay later phenomenon and who it really benefits.  Companies discussed: PTON, OKTA, AFRM, PYPL, SQ, WMT  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Bill Barker, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1831</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Finding AI in Big Tech Earnings</title><link>https://www.spreaker.com/episode/finding-ai-in-big-tech-earnings--75715030</link><description><![CDATA[Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.  (00:21) Asit Sharma and Dylan Lewis discuss: - Where AI developments are showing up in Microsoft’s financials. - The concerns over Alphabet’s ad segment, even as it posts a return to growth. - How the market is grading big tech companies this earnings season.   (14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.  Companies discussed: MSFT, GOOG, GOOGL, TSLA Host: Dylan Lewis Guests: Asit Sharma, Chris Camillo, Sanmeet Deo Engineers: Dan Boyd]]></description><guid isPermaLink="false">56934ed6-9881-11ee-84f4-8f4b73f3f60e</guid><pubDate>Wed, 31 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715030/arml5277570659.mp3" length="44232365" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.  (00:21) Asit Sharma and Dylan Lewis discuss: - Where AI developments are showing up...</itunes:subtitle><itunes:summary><![CDATA[Microsoft continues to live up to its top dog status in its latest report thanks to its cloud segment, and the market is less convinced Alphabet has fully caught up.  (00:21) Asit Sharma and Dylan Lewis discuss: - Where AI developments are showing up in Microsoft’s financials. - The concerns over Alphabet’s ad segment, even as it posts a return to growth. - How the market is grading big tech companies this earnings season.   (14:12) Is scanning social media a part of your investment research? Chris Camillo, co-host of "Dumb Money Live" on YouTube, Motley Fool Senior Analyst Sanmeet Deo caught up with Camillo to find out how he does on-the-ground research and the bull case for Tesla's humanoid robots.  Companies discussed: MSFT, GOOG, GOOGL, TSLA Host: Dylan Lewis Guests: Asit Sharma, Chris Camillo, Sanmeet Deo Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1832</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>3 Ingredients for a Happy Retirement</title><link>https://www.spreaker.com/episode/3-ingredients-for-a-happy-retirement--75714947</link><description><![CDATA[Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it?   (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch as big tech companies report. - Concentration in the Magnificent Seven. - Questions about Flutter Entertainment’s share count and debt load. - The switching incentives in sports betting.  Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement.  Epic Bundle Discount: www.fool.com/epic198  Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089  Companies discussed: AAPL, MSFT, FLUT  Hosts: Ricky Mulvey, Robert Brokamp Guests: Jim Gillies, Michael Finke Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5c73bd18-9881-11ee-84f4-b3b574375124</guid><pubDate>Tue, 30 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714947/arml7575345171.mp3" length="43176193" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it?   (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch as big tech companies report. - Concentration in...</itunes:subtitle><itunes:summary><![CDATA[Flutter Entertainment, the owner of FanDuel, entered the New York Stock Exchange with impressive revenue growth. But, what’s driving it?   (00:21) Ricky Mulvey and Jim Gillies discuss: - What to watch as big tech companies report. - Concentration in the Magnificent Seven. - Questions about Flutter Entertainment’s share count and debt load. - The switching incentives in sports betting.  Plus, (15:26) Robert Brokamp continues his conversation with Michael Finke, a professor of wealth management and the Director for the Granum Center for Financial Security at The American College of Financial Services. They discuss the key factors for a happy retirement.  Epic Bundle Discount: www.fool.com/epic198  Gillies post on X: https://twitter.com/JimPGillies/status/1751713645816365089  Companies discussed: AAPL, MSFT, FLUT  Hosts: Ricky Mulvey, Robert Brokamp Guests: Jim Gillies, Michael Finke Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1788</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Roomba Go Home</title><link>https://www.spreaker.com/episode/roomba-go-home--75714962</link><description><![CDATA[Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear.  (00:21) Jason Moser and Deidre Woollard discuss: - Why Amazon ended the iRobot deal. - Where iRobot could go next. - If Sofi is building the next big bank.  (17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence.  Companies discussed: AMZN, IRBT, SOFI  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Jason Moser, Eric Siegel Producers: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Dan Boyd]]></description><guid isPermaLink="false">5c3f696e-9881-11ee-84f4-ff3d269e914b</guid><pubDate>Mon, 29 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714962/arml6872822283.mp3" length="50037813" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear.  (00:21) Jason Moser and Deidre Woollard discuss: - Why Amazon ended the iRobot deal. - Where iRobot could go next. - If Sofi is building the next big bank....</itunes:subtitle><itunes:summary><![CDATA[Amazon ends its deal with iRobot leaving the Roomba maker’s path forward unclear.  (00:21) Jason Moser and Deidre Woollard discuss: - Why Amazon ended the iRobot deal. - Where iRobot could go next. - If Sofi is building the next big bank.  (17:12) Eric Siegel, author of The AI Playbook, explains the challenges facing companies looking to adopt artificial intelligence.  Companies discussed: AMZN, IRBT, SOFI  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Jason Moser, Eric Siegel Producers: Ricky Mulvey, Mary Long Engineers: Rick Engdahl, Dan Boyd]]></itunes:summary><itunes:duration>2074</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>What Real Estate and Stock Investors Have In Common</title><link>https://www.spreaker.com/episode/what-real-estate-and-stock-investors-have-in-common--75714989</link><description><![CDATA[Owning companies can help you build wealth. So can real estate.  Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:  - Creating a vision for your investing plan.  - “The HGTV disease.” - Risk mitigation strategies for real estate investors. - A common way that real estate investors start out.   Host: Deidre Woollard Guest: Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa]]></description><guid isPermaLink="false">5c0c4318-9881-11ee-84f4-e39bfe191141</guid><pubDate>Sun, 28 Jan 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714989/arml5127344001.mp3" length="36409968" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Owning companies can help you build wealth. So can real estate.  Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre...</itunes:subtitle><itunes:summary><![CDATA[Owning companies can help you build wealth. So can real estate.  Dave Meyer is the VP of Growth and Analytics at BiggerPockets and the author of “Start with Strategy: Craft Your Personal Real Estate Portfolio for Lasting Financial Freedom.” Deidre Woollard caught up with Meyer to discuss:  - Creating a vision for your investing plan.  - “The HGTV disease.” - Risk mitigation strategies for real estate investors. - A common way that real estate investors start out.   Host: Deidre Woollard Guest: Dave Meyer Producer: Ricky Mulvey Engineers: Dan Boyd, Chace Przylepa]]></itunes:summary><itunes:duration>1506</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fool School: The Dividends Show</title><link>https://www.spreaker.com/episode/fool-school-the-dividends-show--75715001</link><description><![CDATA[Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.   Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:  Whether “special dividends” are really special at all.   2 “Dividend Knights” – and a Cincinnati grocer that may rejoin the same ranks.  Why investing is not just about revenue growth.   Get your dividends report here: www.fool.com/2024dividends  A correction: Texas Roadhouse serves lunch on the weekends.  Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0   Tickers discussed: TXRH, KR, DDS, SCHD, VIG  Host: Ricky Mulvey Guest: Anthony Schiavone, Matt Argersinger Producer: Mary Long Engineers: Tim Sparks]]></description><guid isPermaLink="false">5bd8d136-9881-11ee-84f4-9b0c3ddd60d0</guid><pubDate>Sat, 27 Jan 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715001/arml5778005905.mp3" length="40770202" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.   Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things...</itunes:subtitle><itunes:summary><![CDATA[Growth companies get a lot of the glory in investing. But something seemingly more snooze-worthy is behind a whole lot of wealth creation.   Ricky Mulvey caught up with Fool analysts Matt Argersinger and Anthony Schiavone to talk about all things dividends. They discuss:  Whether “special dividends” are really special at all.   2 “Dividend Knights” – and a Cincinnati grocer that may rejoin the same ranks.  Why investing is not just about revenue growth.   Get your dividends report here: www.fool.com/2024dividends  A correction: Texas Roadhouse serves lunch on the weekends.  Dividend Knights link: https://docs.google.com/spreadsheets/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0   Tickers discussed: TXRH, KR, DDS, SCHD, VIG  Host: Ricky Mulvey Guest: Anthony Schiavone, Matt Argersinger Producer: Mary Long Engineers: Tim Sparks]]></itunes:summary><itunes:duration>1687</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Microsoft’s Reminder: Don’t Sleep on Giants</title><link>https://www.spreaker.com/episode/microsoft-s-reminder-don-t-sleep-on-giants--75715044</link><description><![CDATA[Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.   (00:21) Bill Mann and Andy Cross discuss: - Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.  - Alibaba’s co-founders buying up $200M shares, and the state of investing in China. - Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.   (19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison &amp; Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.   (29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.  Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO  Host: Dylan Lewis Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison Engineers: Tim Sparks, Dan Boyd]]></description><guid isPermaLink="false">5ba5a662-9881-11ee-84f4-6f1572cb913f</guid><pubDate>Fri, 26 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715044/arml3556984039.mp3" length="58707760" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.   (00:21) Bill Mann and...</itunes:subtitle><itunes:summary><![CDATA[Microsoft taking the spot as the largest company in the world is a good reminder that sometimes it takes a while for big names to turn it around. We explain why and talk about how IBM and Comcast could have good times ahead.   (00:21) Bill Mann and Andy Cross discuss: - Microsoft crossing $3T and surpassing Apple as the largest publicly traded company.  - Alibaba’s co-founders buying up $200M shares, and the state of investing in China. - Tesla’s tough, but predictable quarter, big subscriber growth from Netflix, and why IBM is a sneaky AI play.   (19:11) Motley Fool Money’s Deidre Woollard caught up with Jeff Edison, co-founder and CEO of Phillips Edison &amp; Company, to understand the importance of necessity-based goods in retail, what consumers want right now – both in terms of concepts and convenience.   (29:49) Bill and Andy talk how Comcast looks more interesting as Peacock grows and two stocks on their radar: Spotify and MercadoLibre.  Stocks discussed: MSFT, AAPL, BABA, TSLA, NFLX, IBM, SPOT, MELI, PECO  Host: Dylan Lewis Guests: Bill Mann, Andy Cross, Deidre Woollard, Jeff Edison Engineers: Tim Sparks, Dan Boyd]]></itunes:summary><itunes:duration>2435</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Tesla Learns To Surf</title><link>https://www.spreaker.com/episode/tesla-learns-to-surf--75714990</link><description><![CDATA[(00:21) Asit Sharma and Deidre Woollard discuss: - The promise of Tesla’s next-generation vehicles. - If Tesla’s energy business is finally ready for prime time. - How ServiceNow’s AI push is paying off.  (18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.  Companies discussed: TSLA, BYD, NOW, CNSWF  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Asit Sharma, Mary Long, Tom King Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5b7226b6-9881-11ee-84f4-5b1244685dc2</guid><pubDate>Thu, 25 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714990/arml7611733123.mp3" length="44404033" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>(00:21) Asit Sharma and Deidre Woollard discuss: - The promise of Tesla’s next-generation vehicles. - If Tesla’s energy business is finally ready for prime time. - How ServiceNow’s AI push is paying off.  (18:51) Tom King and Mary Long talk about...</itunes:subtitle><itunes:summary><![CDATA[(00:21) Asit Sharma and Deidre Woollard discuss: - The promise of Tesla’s next-generation vehicles. - If Tesla’s energy business is finally ready for prime time. - How ServiceNow’s AI push is paying off.  (18:51) Tom King and Mary Long talk about Constellation Software’s history of acquisitions.  Companies discussed: TSLA, BYD, NOW, CNSWF  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Asit Sharma, Mary Long, Tom King Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1839</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Margin Game</title><link>https://www.spreaker.com/episode/margin-game--75715060</link><description><![CDATA[We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.   (00:21) Tim Beyers and Dylan Lewis discuss:  - ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.  - Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.  - Chipotle’s preparations for “peak burrito.”  (15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.   Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG  Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz Engineers:Dan Boyd]]></description><guid isPermaLink="false">5b3ed04a-9881-11ee-84f4-fb10b17494b4</guid><pubDate>Wed, 24 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715060/arml7970495481.mp3" length="40926419" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.   (00:21) Tim Beyers and Dylan Lewis discuss:  - ASML’’s surging revenue, and why the key semiconductor company has a different...</itunes:subtitle><itunes:summary><![CDATA[We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.   (00:21) Tim Beyers and Dylan Lewis discuss:  - ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.  - Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.  - Chipotle’s preparations for “peak burrito.”  (15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline.   Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG  Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz Engineers:Dan Boyd]]></itunes:summary><itunes:duration>1694</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Netflix Gets Raw</title><link>https://www.spreaker.com/episode/netflix-gets-raw--75714913</link><description><![CDATA[One of the biggest shows on cable is leaving for streaming.  (00:21) Ricky Mulvey and Bill Mann discuss:  - Netflix’s $5 billion deal with the WWE.  - Proctor &amp; Gamble’s quarter and write down of Gillette.  - Why Schwab’s deposit flight isn’t quite breaking the bank.  Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.  Companies discussed: NFLX, TKO, PG, SCHW  Hosts: Ricky Mulvey, Robert Brokamp Guests: Bill Mann, Michael Finke Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5b0b4aea-9881-11ee-84f4-d34aa1165d98</guid><pubDate>Tue, 23 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714913/arml2630653759.mp3" length="48959035" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>One of the biggest shows on cable is leaving for streaming.  (00:21) Ricky Mulvey and Bill Mann discuss:  - Netflix’s $5 billion deal with the WWE.  - Proctor &amp;amp; Gamble’s quarter and write down of Gillette.  - Why Schwab’s deposit flight isn’t...</itunes:subtitle><itunes:summary><![CDATA[One of the biggest shows on cable is leaving for streaming.  (00:21) Ricky Mulvey and Bill Mann discuss:  - Netflix’s $5 billion deal with the WWE.  - Proctor &amp; Gamble’s quarter and write down of Gillette.  - Why Schwab’s deposit flight isn’t quite breaking the bank.  Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.  Companies discussed: NFLX, TKO, PG, SCHW  Hosts: Ricky Mulvey, Robert Brokamp Guests: Bill Mann, Michael Finke Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2029</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Ups And Ups Of The Stock Market</title><link>https://www.spreaker.com/episode/the-ups-and-ups-of-the-stock-market--75714946</link><description><![CDATA[What’s behind this latest rally?  (00:21) Jason Moser and Deidre Woollard discuss: - What could impact the recent rally? - The potential future for Macy’s. - Sports Illustrated and the value of legacy brands.  (19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&amp;R Block on where the tax-preparation company is headed next.  Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Jason Moser, Jamil Khan Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers]]></description><guid isPermaLink="false">5ad86468-9881-11ee-84f4-bb7375ede388</guid><pubDate>Mon, 22 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714946/arml5470110364.mp3" length="46257639" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>What’s behind this latest rally?  (00:21) Jason Moser and Deidre Woollard discuss: - What could impact the recent rally? - The potential future for Macy’s. - Sports Illustrated and the value of legacy brands.  (19:27) Deidre Woollard interviews Jamil...</itunes:subtitle><itunes:summary><![CDATA[What’s behind this latest rally?  (00:21) Jason Moser and Deidre Woollard discuss: - What could impact the recent rally? - The potential future for Macy’s. - Sports Illustrated and the value of legacy brands.  (19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&amp;R Block on where the tax-preparation company is headed next.  Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Jason Moser, Jamil Khan Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers]]></itunes:summary><itunes:duration>1915</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Pixar Co-Founder on AI and Storytelling</title><link>https://www.spreaker.com/episode/pixar-co-founder-on-ai-and-storytelling--75714985</link><description><![CDATA[Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.   Ricky Mulvey caught up with Catmull to discuss:   Being in the “business of exponential change”   AI’s potential upheaval of the animation industry  How technology and story advance each other   Tickers discussed: DIS  Host: Ricky Mulvey Guest: Ed Catmull Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">847c883a-b6f4-11ee-98ba-4b08c4efe336</guid><pubDate>Sun, 21 Jan 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714985/arml8944571053.mp3" length="43580518" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.   Ricky Mulvey caught up with Catmull to discuss:   Being in the “business...</itunes:subtitle><itunes:summary><![CDATA[Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more.   Ricky Mulvey caught up with Catmull to discuss:   Being in the “business of exponential change”   AI’s potential upheaval of the animation industry  How technology and story advance each other   Tickers discussed: DIS  Host: Ricky Mulvey Guest: Ed Catmull Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1803</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>JP Morgan Healthcare Conference Highlights</title><link>https://www.spreaker.com/episode/jp-morgan-healthcare-conference-highlights--75715083</link><description><![CDATA[Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:  - Biogen’s next shot at an Alzheimer’s treatment. - Why companies can’t “muscle their way” into making new molecules. - How NVIDIA could change drug development.  - Moderna’s vaccine strategy  Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX  Host: Deidre Woollard  Guest: Karl Thiel Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">5a713a68-9881-11ee-84f4-5f9641597723</guid><pubDate>Sat, 20 Jan 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715083/arml1172882265.mp3" length="38141573" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:  - Biogen’s next shot at an Alzheimer’s treatment. - Why...</itunes:subtitle><itunes:summary><![CDATA[Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:  - Biogen’s next shot at an Alzheimer’s treatment. - Why companies can’t “muscle their way” into making new molecules. - How NVIDIA could change drug development.  - Moderna’s vaccine strategy  Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX  Host: Deidre Woollard  Guest: Karl Thiel Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1577</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Cointucky Derby</title><link>https://www.spreaker.com/episode/the-cointucky-derby--75715029</link><description><![CDATA[Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.   (00:21) Jason Moser and Matt Argersinger discuss: - Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market. - Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase. - Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.   (19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.   (32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.  Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones Engineers: Dan Boyd]]></description><guid isPermaLink="false">5a3d9e7e-9881-11ee-84f4-57bec25c9609</guid><pubDate>Fri, 19 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715029/arml5374069203.mp3" length="58765391" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.   (00:21) Jason Moser and Matt Argersinger discuss: - Why there’s so much cash sitting on the sidelines...</itunes:subtitle><itunes:summary><![CDATA[Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.   (00:21) Jason Moser and Matt Argersinger discuss: - Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market. - Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase. - Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.   (19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.   (32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.  Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Banking On The Home Court Advantage</title><link>https://www.spreaker.com/episode/banking-on-the-home-court-advantage--75714943</link><description><![CDATA[Regional banks are facing strong competition in the battle for your dollars.  (00:21) Matt Frankel and Deidre Woollard discuss: - How new rules could change what you pay in overdraft fees. - Why banks are socking away money for credit losses. - The potential advantage for regional banks.  (17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good.  Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">5a080034-9881-11ee-84f4-dfe315b4d253</guid><pubDate>Thu, 18 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714943/arml3057917760.mp3" length="43613966" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Regional banks are facing strong competition in the battle for your dollars.  (00:21) Matt Frankel and Deidre Woollard discuss: - How new rules could change what you pay in overdraft fees. - Why banks are socking away money for credit losses. - The...</itunes:subtitle><itunes:summary><![CDATA[Regional banks are facing strong competition in the battle for your dollars.  (00:21) Matt Frankel and Deidre Woollard discuss: - How new rules could change what you pay in overdraft fees. - Why banks are socking away money for credit losses. - The potential advantage for regional banks.  (17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good.  Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Mary Long Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1805</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>di-Spirit Airlines and Uber’s Schnapsidee</title><link>https://www.spreaker.com/episode/di-spirit-airlines-and-uber-s-schnapsidee--75714796</link><description><![CDATA[The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.   (00:21) Asit Sharma and Dylan Lewis discuss: - Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag. - Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control. - Uber’s plans to shelve Drizly two years after buying it for $1.1B.   (13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing.   Companies discussed: SAVE, JBLU, TSLA, UBER, WSR  Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Dave Holeman Engineers: Dan Boyd]]></description><guid isPermaLink="false">59d32d96-9881-11ee-84f4-ab51814a5e51</guid><pubDate>Wed, 17 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714796/arml7961849331.mp3" length="34881514" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.   (00:21) Asit Sharma and Dylan Lewis discuss: - Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag. - Elon Musk’s comp package at Tesla,...</itunes:subtitle><itunes:summary><![CDATA[The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition.   (00:21) Asit Sharma and Dylan Lewis discuss: - Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag. - Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control. - Uber’s plans to shelve Drizly two years after buying it for $1.1B.   (13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing.   Companies discussed: SAVE, JBLU, TSLA, UBER, WSR  Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Dave Holeman Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1441</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“Focus on the Fastball”</title><link>https://www.spreaker.com/episode/focus-on-the-fastball--75714999</link><description><![CDATA[Earnings season begins again and the big banks lead the way.   (00:21) Ricky Mulvey and Jason Moser discuss: - The “new” growth engine for Goldman Sachs - The macro risks that Morgan Stanley highlighted. - Why the CEO of Adidas gave his cell phone number to 60,000 people.  Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.  Stocks mentioned: GS, MS, ADDYY  Epic Bundle discount link: www.fool.com/epic198  Got a question for the show? Our email is podcasts@fool.com  Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">599eb200-9881-11ee-84f4-97f734c809f7</guid><pubDate>Tue, 16 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714999/arml3477535247.mp3" length="41651070" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Earnings season begins again and the big banks lead the way.   (00:21) Ricky Mulvey and Jason Moser discuss: - The “new” growth engine for Goldman Sachs - The macro risks that Morgan Stanley highlighted. - Why the CEO of Adidas gave his cell phone...</itunes:subtitle><itunes:summary><![CDATA[Earnings season begins again and the big banks lead the way.   (00:21) Ricky Mulvey and Jason Moser discuss: - The “new” growth engine for Goldman Sachs - The macro risks that Morgan Stanley highlighted. - Why the CEO of Adidas gave his cell phone number to 60,000 people.  Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.  Stocks mentioned: GS, MS, ADDYY  Epic Bundle discount link: www.fool.com/epic198  Got a question for the show? Our email is podcasts@fool.com  Host: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1723</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Wharton Professor on Risk and Returns</title><link>https://www.spreaker.com/episode/wharton-professor-on-risk-and-returns--75715124</link><description><![CDATA[Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss:   Disconnects between the real economy and financial markets,  Whether the US stock market is merely a “lucky survivor,”  And the dangers of institutional thinking – in investing and academia.   Tickers discussed: NOK, BTC  ﻿Host: Ricky Mulvey Guest: Jules van Binsbergen Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">b43c983a-b0aa-11ee-93fc-cf98d70287d5</guid><pubDate>Sun, 14 Jan 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715124/arml9353238255.mp3" length="62212555" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss: ...</itunes:subtitle><itunes:summary><![CDATA[Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss:   Disconnects between the real economy and financial markets,  Whether the US stock market is merely a “lucky survivor,”  And the dangers of institutional thinking – in investing and academia.   Tickers discussed: NOK, BTC  ﻿Host: Ricky Mulvey Guest: Jules van Binsbergen Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>2580</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Liz Ann Sonders on the Rolling Recession</title><link>https://www.spreaker.com/episode/liz-ann-sonders-on-the-rolling-recession--75714840</link><description><![CDATA[Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.  Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:  - Why investors should pay attention to the S&amp;P 600. - Cracks in consumer spending. - The year of efficiency, part two.  - A major tailwind for the economy.   Host: Deidre Woollard Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Chace Przylepa]]></description><guid isPermaLink="false">58ffb5c4-9881-11ee-84f4-0f52049e5736</guid><pubDate>Sat, 13 Jan 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714840/arml7619604240.mp3" length="47082261" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.  Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:  - Why...</itunes:subtitle><itunes:summary><![CDATA[Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.  Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:  - Why investors should pay attention to the S&amp;P 600. - Cracks in consumer spending. - The year of efficiency, part two.  - A major tailwind for the economy.   Host: Deidre Woollard Guest: Liz Ann Sonders Producer: Ricky Mulvey Engineers: Tim Sparks, Chace Przylepa]]></itunes:summary><itunes:duration>1949</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Activist Investors are Acting Up</title><link>https://www.spreaker.com/episode/activist-investors-are-acting-up--75714926</link><description><![CDATA[Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.   (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn’t bank on rate cuts yet - Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. - Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.   (19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.   (32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.  Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP  Host: Dylan Lewis Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple Engineers: Dan Boyd]]></description><guid isPermaLink="false">58caf014-9881-11ee-84f4-6f9bee412c8e</guid><pubDate>Fri, 12 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714926/arml2144313959.mp3" length="58765241" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.   (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn’t bank on rate...</itunes:subtitle><itunes:summary><![CDATA[Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.   (00:21) Ron Gross and Emily Flippen discuss: - The latest inflation numbers and why we shouldn’t bank on rate cuts yet - Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private. - Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.   (19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.   (32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.  Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP  Host: Dylan Lewis Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Are Job Cuts A Sword Or A Knife?</title><link>https://www.spreaker.com/episode/are-job-cuts-a-sword-or-a-knife--75714825</link><description><![CDATA[(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold.  (16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.  Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: David Meier, Ricky Mulvey, Alicia Alfiere Producers: Mary Long, Ricky Mulvey Engineer: Dan Boyd]]></description><guid isPermaLink="false">5896ab56-9881-11ee-84f4-430c5d8eb105</guid><pubDate>Thu, 11 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714825/arml7334528414.mp3" length="40046441" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold.  (16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore...</itunes:subtitle><itunes:summary><![CDATA[(00:21) David Meier and Deidre Woollard discuss: - The macro and micro of job cuts. - What companies are signaling when layoffs happen. - If bitcoin is more like an IPO or gold.  (16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.  Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: David Meier, Ricky Mulvey, Alicia Alfiere Producers: Mary Long, Ricky Mulvey Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1656</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Robot Surgeons and Legal Financiers</title><link>https://www.spreaker.com/episode/robot-surgeons-and-legal-financiers--75715356</link><description><![CDATA[The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space.   (00:21) Jason Moser and Dylan Lewis discuss:  - The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked. - Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash.  - An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID.  (12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina.  Companies discussed: UBER, LYFT, DASH, AMXZN, BUR   Host: Dylan Lewis Guests: Jason Moser, Rich Griefner,  Engineers: Dan Boyd, Dez Jones]]></description><guid isPermaLink="false">5863ca88-9881-11ee-84f4-ab8da8d22cb2</guid><pubDate>Wed, 10 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715356/arml2202081286.mp3" length="40180829" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space.   (00:21) Jason Moser and Dylan Lewis discuss:  - The SEC’s...</itunes:subtitle><itunes:summary><![CDATA[The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space.   (00:21) Jason Moser and Dylan Lewis discuss:  - The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked. - Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash.  - An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID.  (12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina.  Companies discussed: UBER, LYFT, DASH, AMXZN, BUR   Host: Dylan Lewis Guests: Jason Moser, Rich Griefner,  Engineers: Dan Boyd, Dez Jones]]></itunes:summary><itunes:duration>1662</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Crocodile Pop</title><link>https://www.spreaker.com/episode/crocodile-pop--75715040</link><description><![CDATA[Crocs investors are expecting slower sales growth this year, but they’re still celebrating.   (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the business. - Crocs updated sales guidance, and low valuation. - Why investors seem to always celebrate layoff announcements.  Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year.  Dividends report: www.fool.com/2024dividends  Companies discussed: BA, SPR, CROX  Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">58302d4a-9881-11ee-84f4-37d177ce0daf</guid><pubDate>Tue, 09 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715040/arml3403257345.mp3" length="37389607" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Crocs investors are expecting slower sales growth this year, but they’re still celebrating.   (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the business. - Crocs updated sales guidance, and low...</itunes:subtitle><itunes:summary><![CDATA[Crocs investors are expecting slower sales growth this year, but they’re still celebrating.   (00:21) Ricky Mulvey and Bill Barker discuss: - Boeing’s door plug accident, and what it means for the business. - Crocs updated sales guidance, and low valuation. - Why investors seem to always celebrate layoff announcements.  Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year.  Dividends report: www.fool.com/2024dividends  Companies discussed: BA, SPR, CROX  Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1545</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Headsets First, Killer Apps Second</title><link>https://www.spreaker.com/episode/headsets-first-killer-apps-second--75715077</link><description><![CDATA[The Consumer Electronics Show kicks off with big news from Nvidia and many more.  (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro successful. - The relevance of Twilio’s CEO switch.  (17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars.  Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Kevin Simzer Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones]]></description><guid isPermaLink="false">57fc9d7c-9881-11ee-84f4-6b8a60e7b541</guid><pubDate>Mon, 08 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715077/arml7468259810.mp3" length="45401421" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The Consumer Electronics Show kicks off with big news from Nvidia and many more.  (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro successful. - The relevance of Twilio’s CEO switch....</itunes:subtitle><itunes:summary><![CDATA[The Consumer Electronics Show kicks off with big news from Nvidia and many more.  (00:21) Jason Moser and Deidre Woollard discuss: - Announcements from CES. - What could make Apple’s Vision Pro successful. - The relevance of Twilio’s CEO switch.  (17:42) Ricky Mulvey interviews Kevin Simzer, Chief Operating Officer of Trend Micro, about cybersecurity in the cloud and the new threats facing electric cars.  Companies discussed: AAPL TWLO, NVDA, AMD, OTC: TMICY  Claim your Epic Bundle discount here: www.fool.com/epic198  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Kevin Simzer Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Desiree Jones]]></itunes:summary><itunes:duration>1879</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Morgan Housel on Economic Forecasts, Resolutions, and Writing</title><link>https://www.spreaker.com/episode/morgan-housel-on-economic-forecasts-resolutions-and-writing--75715008</link><description><![CDATA[Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about:   - Setting up processes, not resolutions for the new year. - The biggest significant economic story (that’s already known). - What early criticisms of cars, airplanes, and AI have in common.   Host: Dylan Lewis Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Rick Engdahl]]></description><guid isPermaLink="false">cf193f24-ab13-11ee-b46d-fb1785b9ce8a</guid><pubDate>Sun, 07 Jan 2024 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715008/arml2016398551.mp3" length="39136266" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about:   -...</itunes:subtitle><itunes:summary><![CDATA[Let’s say you have a big goal for 2024, financially or personally. What happens after you reach it? Morgan Housel is the best-selling author of “Same As Ever” and “The Psychology of Money”. Dylan Lewis caught up with Housel for a discussion about:   - Setting up processes, not resolutions for the new year. - The biggest significant economic story (that’s already known). - What early criticisms of cars, airplanes, and AI have in common.   Host: Dylan Lewis Guest: Morgan Housel Producer: Ricky Mulvey Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1618</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Fool’s Guide to Investing in 2024</title><link>https://www.spreaker.com/episode/a-fool-s-guide-to-investing-in-2024--75715098</link><description><![CDATA[New year, new you! Or maybe just a new portfolio.   Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:    (01:02) Fool Rules,  (12:53) investing tools,  (21:28) and what the year ahead might (or might not) have in store.    Claim your Epic Bundle discount here.   Host: Mary Long Guest: Asit Sharma, Meilin Quinn, Matt Argersinger Engineer: Tim Sparks, Dan Boyd  Tickers mentioned: DIS, VINP, EPR, HSY]]></description><guid isPermaLink="false">5794c9ea-9881-11ee-84f4-63db4a9e6346</guid><pubDate>Sat, 06 Jan 2024 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715098/arml5309500115.mp3" length="52955708" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>New year, new you! Or maybe just a new portfolio.   Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt...</itunes:subtitle><itunes:summary><![CDATA[New year, new you! Or maybe just a new portfolio.   Whether you’re a seasoned investor or just starting out, consider this your “start here” guide for Foolish investing in the year ahead. Mary Long talks with Asit Sharma, Meilin Quinn, and Matt Argersinger about:    (01:02) Fool Rules,  (12:53) investing tools,  (21:28) and what the year ahead might (or might not) have in store.    Claim your Epic Bundle discount here.   Host: Mary Long Guest: Asit Sharma, Meilin Quinn, Matt Argersinger Engineer: Tim Sparks, Dan Boyd  Tickers mentioned: DIS, VINP, EPR, HSY]]></itunes:summary><itunes:duration>2194</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Mag Seven or Lag Seven?</title><link>https://www.spreaker.com/episode/mag-seven-or-lag-seven--75715193</link><description><![CDATA[Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.   (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money. - Holiday e-commerce and retail numbers, and what they say about the shopping season.  - Why Walgreen’s status as a Dividend Aristocrat is over.  (19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.   (34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.  Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN  Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5761a0d8-9881-11ee-84f4-e78a6687fcad</guid><pubDate>Fri, 05 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715193/arml3311945035.mp3" length="58764931" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.   (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas...</itunes:subtitle><itunes:summary><![CDATA[Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year.   (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money. - Holiday e-commerce and retail numbers, and what they say about the shopping season.  - Why Walgreen’s status as a Dividend Aristocrat is over.  (19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024.   (34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust.  Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN  Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is Walgreens Your Next Healthcare Giant?</title><link>https://www.spreaker.com/episode/is-walgreens-your-next-healthcare-giant--75715069</link><description><![CDATA[Walgreens’s new CEO has some big plans.  (00:21) Bill Barker and Deidre Woollard discuss: - The big tasks ahead for Walgreens’s new CEO. - What a dividend drop might be signaling. - How price drops impacted Big Egg.  (17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify.  Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP  Get your dividends report here: www.fool.com/2024dividends  Host: Deidre Woollard Guests: Bill Barker, Jim Gillies, Ricky Mulvey Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">572e2ece-9881-11ee-84f4-aff30c148cb7</guid><pubDate>Thu, 04 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715069/arml1429310696.mp3" length="48394158" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Walgreens’s new CEO has some big plans.  (00:21) Bill Barker and Deidre Woollard discuss: - The big tasks ahead for Walgreens’s new CEO. - What a dividend drop might be signaling. - How price drops impacted Big Egg.  (17:23) Jim Gillies and Ricky...</itunes:subtitle><itunes:summary><![CDATA[Walgreens’s new CEO has some big plans.  (00:21) Bill Barker and Deidre Woollard discuss: - The big tasks ahead for Walgreens’s new CEO. - What a dividend drop might be signaling. - How price drops impacted Big Egg.  (17:23) Jim Gillies and Ricky Mulvey talk pullback stocks including Aritzia and Shopify.  Companies discussed: CALM, WBA, TSE:ATZ, ATZAF, SHOP  Get your dividends report here: www.fool.com/2024dividends  Host: Deidre Woollard Guests: Bill Barker, Jim Gillies, Ricky Mulvey Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2004</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The End of the Mickey Mouse Moat?</title><link>https://www.spreaker.com/episode/the-end-of-the-mickey-mouse-moat--75714937</link><description><![CDATA[After 95 years of copyright protection, Steamboat Willie enters the public domain.    (00:21) Asit Sharma and Dylan Lewis discuss:  - Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films. - Tesla once again being the king of EVs, and what to make of BYD coming up on its heels. - A digital entertainment stock to watch in 2024.  (15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024.  Companies discussed: DIS, TSLA, SONO, DUOL  Catch the original Steamboat Willie cartoon, in all its public domain glory here.   Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra Engineers: Dan Boyd]]></description><guid isPermaLink="false">56fb24c0-9881-11ee-84f4-2f3268601b64</guid><pubDate>Wed, 03 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714937/arml2456161639.mp3" length="40955548" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>After 95 years of copyright protection, Steamboat Willie enters the public domain.    (00:21) Asit Sharma and Dylan Lewis discuss:  - Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films. - Tesla...</itunes:subtitle><itunes:summary><![CDATA[After 95 years of copyright protection, Steamboat Willie enters the public domain.    (00:21) Asit Sharma and Dylan Lewis discuss:  - Why early versions of Disney’s Mickey and Minnie Mouse characters are now appearing in horror slasher films. - Tesla once again being the king of EVs, and what to make of BYD coming up on its heels. - A digital entertainment stock to watch in 2024.  (15:47) It’s been a great run for growth stocks – and it might not be over! Deidre Woollard caught up with Motley Fool Analyst Kirsten Guerra for a look at some recent winners that could keep winning in 2024.  Companies discussed: DIS, TSLA, SONO, DUOL  Catch the original Steamboat Willie cartoon, in all its public domain glory here.   Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Kirsten Guerra Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1694</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Stock Picks &gt; Economic Forecasts</title><link>https://www.spreaker.com/episode/stock-picks-economic-forecasts--75715032</link><description><![CDATA[Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong.   (00:21) Ricky Mulvey and Jason Moser discuss:  - Apple resuming watch sales, and long battle against Masimo.  - Why it’s difficult to make accurate economic predictions.  - Understanding a business’s valuation and its story.  - A stock and an ETF we plan on holding through 2024.  Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year.  Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD  Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends  Learn more about your ad choices at megaphone.fm/adchoices  Hosts: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">56c703f2-9881-11ee-84f4-c7b0ef90120a</guid><pubDate>Tue, 02 Jan 2024 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715032/arml5391564983.mp3" length="48401175" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong.   (00:21) Ricky Mulvey and Jason Moser discuss:  - Apple resuming watch sales, and long battle against Masimo....</itunes:subtitle><itunes:summary><![CDATA[Institutional investors make headlines with sweeping predictions about the economy, but there’s not much of a consequence if they’re wrong.   (00:21) Ricky Mulvey and Jason Moser discuss:  - Apple resuming watch sales, and long battle against Masimo.  - Why it’s difficult to make accurate economic predictions.  - Understanding a business’s valuation and its story.  - A stock and an ETF we plan on holding through 2024.  Plus, (17:42) Robert Brokamp and Alison Southwick provide some tips to be more productive in the new year.  Stocks/ETFs mentioned: AAPL, MASI, TDOC, AXON, SCHD  Link to receive a complimentary report on dividend stocks: www.fool.com/2024dividends  Learn more about your ad choices at megaphone.fm/adchoices  Hosts: Ricky Mulvey Guests: Jason Moser, Alison Southwick, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2004</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2024 Preview!</title><link>https://www.spreaker.com/episode/2024-preview--75715408</link><description><![CDATA[We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions.  (00:21) Ron Gross and Matt Argersinger share: - The trends they’re following in 2024 - CEOs in the hot seat - Reckless predications for the new year  (19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024.  (34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties. Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR, Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Tom Gardner Engineer: Dan Boyd]]></description><guid isPermaLink="false">7641ac7e-9880-11ee-afa6-3f8c5609226c</guid><pubDate>Fri, 29 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715408/arml5560862989.mp3" length="58773862" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions.  (00:21) Ron Gross and Matt Argersinger share: - The trends they’re following in 2024 - CEOs in the hot seat - Reckless predications for the...</itunes:subtitle><itunes:summary><![CDATA[We’re ringing in the new year with stocks to watch, leaders feeling the heat, and some half-baked predictions.  (00:21) Ron Gross and Matt Argersinger share: - The trends they’re following in 2024 - CEOs in the hot seat - Reckless predications for the new year  (19:11) Motley Fool CEO Tom Gardner shares his investing lessons from 2023 and a Fool stock he’s excited about for 2024.  (34:45) Ron Gross and Matt Argersinger share two stocks on their radar for the new year: American Tower and EPR Properties. Stocks: SBUX, DIS, BRK, SHOP, AMT, EPR, Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Tom Gardner Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>One Christmas Was So Much Like the Other</title><link>https://www.spreaker.com/episode/one-christmas-was-so-much-like-the-other--75715028</link><description><![CDATA[Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays.  Host: Dylan Lewis Engineer: Dan Boyd]]></description><guid isPermaLink="false">75501418-9880-11ee-afa6-6781f4dfe535</guid><pubDate>Sun, 24 Dec 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715028/arml7329763710.mp3" length="35447598" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays.  Host: Dylan Lewis Engineer: Dan Boyd</itunes:subtitle><itunes:summary><![CDATA[Dylan Lewis shares a family tradition and some well-wishes, however and wherever you might be spending the holidays.  Host: Dylan Lewis Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1465</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Deal on Real Estate</title><link>https://www.spreaker.com/episode/the-deal-on-real-estate--75714837</link><description><![CDATA[Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets.  Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come.  They discuss: - Three scenarios for housing affordability - A void that Blackstone and Brookfield could be looking to fill - Why REITs are poised for a rebound  Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP  Host: Deidre Woollard  Guest: Matt Argersinger, Anthony Schiavone Producer: Mary Long Engineers: Dan Boyd, Annie Pope]]></description><guid isPermaLink="false">751e9cd0-9880-11ee-afa6-6b98c4196610</guid><pubDate>Sat, 23 Dec 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714837/arml3434651424.mp3" length="45805147" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets.  Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate...</itunes:subtitle><itunes:summary><![CDATA[Offices = empty. Housing = expensive. But don’t let the gloominess fool you! There are still bright spots in real estate markets.  Deidre Woollard caught up with Motley Fool analysts Matt Argersinger and Anthony Schiavone to reflect on real estate trends in 2023 and look ahead toward the year to come.  They discuss: - Three scenarios for housing affordability - A void that Blackstone and Brookfield could be looking to fill - Why REITs are poised for a rebound  Tickers discussed: DLR, EQIX, IRM, PLD, STAG, MAA, BX, BN, STWD, ZG, RDFN, CSGP  Host: Deidre Woollard  Guest: Matt Argersinger, Anthony Schiavone Producer: Mary Long Engineers: Dan Boyd, Annie Pope]]></itunes:summary><itunes:duration>1896</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Tastes That Change and Stay the Same</title><link>https://www.spreaker.com/episode/the-tastes-that-change-and-stay-the-same--75715235</link><description><![CDATA[It’s our annual best-of interview show!  (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes.  (19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry.  Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX  Host: Dylan Lewis Guests: Morgan Housel, Ron Shaich Engineers: Dan Boyd]]></description><guid isPermaLink="false">74ed39b0-9880-11ee-afa6-978d34539aed</guid><pubDate>Fri, 22 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715235/arml9410427174.mp3" length="58780409" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s our annual best-of interview show!  (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes.  (19:11) Restaurateur, investor, and chairman at...</itunes:subtitle><itunes:summary><![CDATA[It’s our annual best-of interview show!  (00:21) Best-selling author Morgan Housel talks through his book Same as Ever the timeless lessons from history that endure, no matter how the world changes.  (19:11) Restaurateur, investor, and chairman at Cava Ron Shaich talks about Cava’s path to becoming a public company, and why you might not want to bet against him in the restaurant industry.  Stocks discussed: GOOG, GOOGL, X, META, CAVA, SBUX  Host: Dylan Lewis Guests: Morgan Housel, Ron Shaich Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2437</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>CLEAR Looks Beyond Travel</title><link>https://www.spreaker.com/episode/clear-looks-beyond-travel--75715094</link><description><![CDATA[It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport.  (00:21) Yasser El-Shimy and Deidre Woollard discuss: - If Warner Bros. Discovery and Paramount would be a win-win deal. - Potential other media mash-ups. - Challenges facing the used car business.  (20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 2023.  Companies discussed: YOU, WBD, PARA, KMX, CVNA, AMZN, NFLX, DIS  Claim your dividend report here: www.fool.com/dividends  Host: Deidre Woollard Guests: Yasser El-Shimy, Sanmeet Deo, Ken Cornick Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Ricky Mulvey]]></description><guid isPermaLink="false">74bc035e-9880-11ee-afa6-8326994b373b</guid><pubDate>Thu, 21 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715094/arml1740233419.mp3" length="49336963" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport.  (00:21) Yasser El-Shimy and Deidre Woollard discuss: - If Warner Bros. Discovery and Paramount would be a win-win deal. - Potential other...</itunes:subtitle><itunes:summary><![CDATA[It’s travel season but Clear wants you to think of them as far more than just the fast way through the airport.  (00:21) Yasser El-Shimy and Deidre Woollard discuss: - If Warner Bros. Discovery and Paramount would be a win-win deal. - Potential other media mash-ups. - Challenges facing the used car business.  (20:06) Sanmeet Deo talks with Ken Cornick, the co-founder, President, and Chief Financial Officer of CLEAR, an identity management company. This conversation was recorded on Dec. 8, 2023.  Companies discussed: YOU, WBD, PARA, KMX, CVNA, AMZN, NFLX, DIS  Claim your dividend report here: www.fool.com/dividends  Host: Deidre Woollard Guests: Yasser El-Shimy, Sanmeet Deo, Ken Cornick Producers: Mary Long, Ricky Mulvey Engineers: Dan Boyd, Ricky Mulvey]]></itunes:summary><itunes:duration>2043</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Apple Watch’s Clock is Ticking</title><link>https://www.spreaker.com/episode/apple-watch-s-clock-is-ticking--75715087</link><description><![CDATA[Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in.  (00:21) Tim Beyers and Dylan Lewis discuss:  - Why you might not be able to buy the Apple Watch soon in the U.S. - Comcast’s data breach affecting 30+ million customers. - Fedex’s latest results and why they might be better than the market thinks.  (16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on.  Companies discussed: AAPL, MASI, CMCSA, FDX  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Kristy Akullian Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">7489dce4-9880-11ee-afa6-1768433789a4</guid><pubDate>Wed, 20 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715087/arml1142379867.mp3" length="39325282" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in.  (00:21) Tim Beyers and Dylan Lewis discuss:  - Why you might not be able to buy the Apple Watch soon in the...</itunes:subtitle><itunes:summary><![CDATA[Apple will have to halt sales of its latest Watch products this week due to patent disputes… unless the president’s office decides to step in.  (00:21) Tim Beyers and Dylan Lewis discuss:  - Why you might not be able to buy the Apple Watch soon in the U.S. - Comcast’s data breach affecting 30+ million customers. - Fedex’s latest results and why they might be better than the market thinks.  (16:39) Mary Long caught up with Kristy Akullian, Senior Member of the iShares investment strategy team at Blackrock. for a look at her team's 2024 outlook and one country to keep an eye on.  Companies discussed: AAPL, MASI, CMCSA, FDX  Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Kristy Akullian Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1626</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>100% Stocks for Retirement?</title><link>https://www.spreaker.com/episode/100-stocks-for-retirement--75714886</link><description><![CDATA[Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades.   (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot Wheels, and Lego. - Coupang’s acquisition of luxury online retailer, FarFetch.  Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement.  Got a question for the show? Email us at podcasts@fool.com  Companies discussed: MAT, CPNG, FTCH Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">744d3db6-9880-11ee-afa6-ef015c74314c</guid><pubDate>Tue, 19 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714886/arml7171634942.mp3" length="45328050" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades.   (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot...</itunes:subtitle><itunes:summary><![CDATA[Toys are cheaper now than a year ago. And some of the most popular brands haven’t changed for decades.   (00:21) Ricky Mulvey and Asit Sharma discuss: - Transitory inflation for the toy business… and beyond! - The everlasting power of Barbie, Hot Wheels, and Lego. - Coupang’s acquisition of luxury online retailer, FarFetch.  Plus, (15:27) Alison Southwick and Robert Brokamp open the listener mailbag and answer a question about saving in a portfolio of only stocks for retirement.  Got a question for the show? Email us at podcasts@fool.com  Companies discussed: MAT, CPNG, FTCH Hosts: Ricky Mulvey, Alison Southwick Guests: Asit Sharma, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1876</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>One Deal Begins As Another Ends</title><link>https://www.spreaker.com/episode/one-deal-begins-as-another-ends--75715102</link><description><![CDATA[(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done.  (17:00)  Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades.  Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA  Claim your Stock Advisor discount here: www.fool.com/mfmdiscount  Host: Deidre Woollard Guests: Bill Barker, Bill Raduchel Producers: Ricky Mulvey, Mary Long Engineers: Kyle Carruthers, Dan Boyd]]></description><guid isPermaLink="false">741c16b4-9880-11ee-afa6-af7cabf58763</guid><pubDate>Mon, 18 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715102/arml2845562479.mp3" length="46788722" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done.  (17:00)  Deidre Woollard talks to angel investor and author Bill...</itunes:subtitle><itunes:summary><![CDATA[(00:21) Bill Barker and Deidre Woollard discuss: - The arc of U.S. Steel over time. - Why Adobe might be giving up on acquiring Figma - The changing environment for getting deals done.  (17:00)  Deidre Woollard talks to angel investor and author Bill Raduchel about how tech has changed over the past six decades.  Companies discussed: X, ADBE, CLF, XRX, AAPL, META, GOOG, GOOGL, NVDA  Claim your Stock Advisor discount here: www.fool.com/mfmdiscount  Host: Deidre Woollard Guests: Bill Barker, Bill Raduchel Producers: Ricky Mulvey, Mary Long Engineers: Kyle Carruthers, Dan Boyd]]></itunes:summary><itunes:duration>1937</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Marvel Cinematic Universe: Origins and Future</title><link>https://www.spreaker.com/episode/marvel-cinematic-universe-origins-and-future--75715173</link><description><![CDATA[Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies.   Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss:   - Why making superhero movies wasn’t always an obvious decision.   - The success, and future problems, created by “Iron Man.”  - How the pandemic changed Marvel.  Company discussed: DIS  Host: Mary Long Guest: Dave Gonzales Producer: Ricky Mulvey Engineer: Tim Sparks]]></description><guid isPermaLink="false">73eb4458-9880-11ee-afa6-4b7c20e9f3cf</guid><pubDate>Sun, 17 Dec 2023 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715173/arml1554327656.mp3" length="55611134" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies.   Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss:   - Why making superhero...</itunes:subtitle><itunes:summary><![CDATA[Long before Marvel was under the Disney umbrella, it was a conglomerate that wasn’t terribly interested in making movies.   Mary Long caught up with Dave Gonzales, a co-author of MCU: the Reign of Marvel Studios to discuss:   - Why making superhero movies wasn’t always an obvious decision.   - The success, and future problems, created by “Iron Man.”  - How the pandemic changed Marvel.  Company discussed: DIS  Host: Mary Long Guest: Dave Gonzales Producer: Ricky Mulvey Engineer: Tim Sparks]]></itunes:summary><itunes:duration>2305</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Live from Denver: The State of Tech Investing</title><link>https://www.spreaker.com/episode/live-from-denver-the-state-of-tech-investing--75715074</link><description><![CDATA[The money ain’t flowing like it used to. What’s a tech investor to do?   Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss:  Differences between public markets and the venture scene,   How money can ruin companies,  And Tesla’s AI ambitions.    Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA  Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, Tim White Engineer: Tim Sparks]]></description><guid isPermaLink="false">73ba01c2-9880-11ee-afa6-6b4406982e1c</guid><pubDate>Sat, 16 Dec 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715074/arml1589407427.mp3" length="44376457" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The money ain’t flowing like it used to. What’s a tech investor to do?   Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to...</itunes:subtitle><itunes:summary><![CDATA[The money ain’t flowing like it used to. What’s a tech investor to do?   Earlier this month, Motley Fool Money hosted a live podcast recording and meetup for Fool members. There, Mary Long caught up with Alicia Alfiere, Tim Beyers, and Tim White to discuss:  Differences between public markets and the venture scene,   How money can ruin companies,  And Tesla’s AI ambitions.    Companies discussed: WMT, AAPL, CRM, CPNG, SNOW, TWLO, DDOG, TSLA  Host: Mary Long Guest: Alicia Alfiere, Tim Beyers, Tim White Engineer: Tim Sparks]]></itunes:summary><itunes:duration>1837</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>2023 in Review: Nvidia, Interest Rates, Taylor Swift</title><link>https://www.spreaker.com/episode/2023-in-review-nvidia-interest-rates-taylor-swift--75714981</link><description><![CDATA[We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about!  (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General. - The IPO and product launch that were totally forgotten this year.  (19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024.  You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24  (33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr.  Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard Engineers: Dan Boyd]]></description><guid isPermaLink="false">aec626ce-9952-11ee-a802-07cf8ae577f4</guid><pubDate>Fri, 15 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714981/arml1933497669.mp3" length="59179146" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about!  (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was...</itunes:subtitle><itunes:summary><![CDATA[We look back on 2023, crown a few winners, and revisit some stories you may have forgotten about!  (00:21) Bill Mann and Jason Moser discuss: - The data points that capture how 2023 has felt for investors, companies, and homeowners. - Why 2023 was rosy for NVIDIA and the cruise lines, and not so great for Dollar General. - The IPO and product launch that were totally forgotten this year.  (19:11) Dave Meyer – the VP of Growth and Analytics and the host of the On The Market Podcast at Bigger Pockets – talks through insights from Bigger Pockets State of Real Estate Investing Report, and some interesting areas to watch in 2024.  You can get Bigger Pockets full State of Real Estate Investing Report here: biggerpockets.com/REALESTATE24  (33:42) Jason and Bill break down two stocks on their radar: Okta and Crispr.  Stocks discussed: NVDA, CCL, RCL, DG, CAVA, META, CRSP, OKTA  Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Dave Meyer, Deidre Woollard Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2453</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Survivor Takeover!</title><link>https://www.spreaker.com/episode/survivor-takeover--75715061</link><description><![CDATA[“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss:  Emily’s best-case scenario path to the Final Three,  Conversations at camp (plus, whether she now believes that aliens built the pyramids),  And what stocks she’d gift to the remaining castaways.   Companies discussed: DASH, UBER Host: Mary Long Guest: Emily Flippen Engineer: Tim Sparks]]></description><guid isPermaLink="false">77a13b7a-99e8-11ee-8922-1b50712337ec</guid><pubDate>Wed, 13 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715061/arml4882915622.mp3" length="22355167" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss:  Emily’s...</itunes:subtitle><itunes:summary><![CDATA[“People aren’t stocks.” That’s just one of the realizations Fool analyst Emily Flippen came to during her time on the hit show, “Survivor.” Mary Long caught up with Emily to debrief on her time as a castaway in Fiji. They also discuss:  Emily’s best-case scenario path to the Final Three,  Conversations at camp (plus, whether she now believes that aliens built the pyramids),  And what stocks she’d gift to the remaining castaways.   Companies discussed: DASH, UBER Host: Mary Long Guest: Emily Flippen Engineer: Tim Sparks]]></itunes:summary><itunes:duration>919</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Netflix Has Cash</title><link>https://www.spreaker.com/episode/netflix-has-cash--75715140</link><description><![CDATA[If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer, CrownRock. - Disney licensing shows out of its walled garden. - Why Netflix is can afford to be a buyer right now. - Google’s antitrust loss against Epic Games. Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA. Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL Hosts: Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Mark Kantrowitz Engineers: Tim Sparks, Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">cde71258-992e-11ee-9888-5f8c109be915</guid><pubDate>Tue, 12 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715140/arml6628575529.mp3" length="41088996" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer, CrownRock. - Disney licensing shows out of its...</itunes:subtitle><itunes:summary><![CDATA[If you’re an entertainment company in need of some money, then Netflix would like a word. (00:14) Ricky Mulvey and Nick Sciple discuss: - Occidental Petroleum’s acquisition of private energy producer, CrownRock. - Disney licensing shows out of its walled garden. - Why Netflix is can afford to be a buyer right now. - Google’s antitrust loss against Epic Games. Plus, (13:58) Robert Brokamp interviews Mark Kantrowitz the author of “How to Appeal for More College Financial Aid” about the recent changes to the FAFSA. Stocks discussed: OXY, XOM, NFLX, DIS, WBD, GOOG, GOOGL, AAPL Hosts: Ricky Mulvey, Robert Brokamp Guests: Nick Sciple, Mark Kantrowitz Engineers: Tim Sparks, Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1700</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Would A Macy’s Buyout Be A Miracle On 34th Street?</title><link>https://www.spreaker.com/episode/would-a-macy-s-buyout-be-a-miracle-on-34th-street--75714872</link><description><![CDATA[Should investors be excited about a big department store potentially going private?  (00:21) Jason Moser and Deidre Woollard discuss:  - The potential for Macy’s going private. -  If department stores are going the way of the dodo. -  What could change the regulatory climate for big deals.  (17:06)  Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate.  Companies discussed: BOC, M, WMT, AMZN  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope]]></description><guid isPermaLink="false">2771cb7a-986b-11ee-ab31-cff5bef6ddfc</guid><pubDate>Mon, 11 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714872/arml1811140732.mp3" length="30045173" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Should investors be excited about a big department store potentially going private?  (00:21) Jason Moser and Deidre Woollard discuss:  - The potential for Macy’s going private. -  If department stores are going the way of the dodo. -  What could...</itunes:subtitle><itunes:summary><![CDATA[Should investors be excited about a big department store potentially going private?  (00:21) Jason Moser and Deidre Woollard discuss:  - The potential for Macy’s going private. -  If department stores are going the way of the dodo. -  What could change the regulatory climate for big deals.  (17:06)  Ricky Mulvey and Matt Frankel dive into Boston Omaha, a company that could be poised to be the next great conglomerate.  Companies discussed: BOC, M, WMT, AMZN  Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Annie Pope]]></itunes:summary><itunes:duration>1859</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Checking Out Retail’s Year</title><link>https://www.spreaker.com/episode/checking-out-retail-s-year--75714895</link><description><![CDATA[The key word for retail in 2022 was inventory. This year, it’s shrink.  Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:  - How Americans are spending and changing their priorities. - The tech replacement cycle, and what that means for Best Buy. - A slowdown for Home Depot and Lowes. - Retail trends to watch in 2024.  Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA  Host: Deidre Woollard  Guest: Asit Sharma, Toby Bordelon Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></description><guid isPermaLink="false">b35581cc-962c-11ee-875a-df1705c84265</guid><pubDate>Sun, 10 Dec 2023 16:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714895/arml9801940090.mp3" length="33324266" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The key word for retail in 2022 was inventory. This year, it’s shrink.  Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:  - How Americans are spending...</itunes:subtitle><itunes:summary><![CDATA[The key word for retail in 2022 was inventory. This year, it’s shrink.  Deidre Woollard caught up with Motley Fool Senior Analyst Asit Sharma and Contributor Toby Bordelon to check out the retail landscape. They discuss:  - How Americans are spending and changing their priorities. - The tech replacement cycle, and what that means for Best Buy. - A slowdown for Home Depot and Lowes. - Retail trends to watch in 2024.  Tickers discussed: HD, LOW, BBY, LOVE, WRBY, LULU, NKE, UA  Host: Deidre Woollard  Guest: Asit Sharma, Toby Bordelon Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks]]></itunes:summary><itunes:duration>1376</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Oh, Canada!</title><link>https://www.spreaker.com/episode/oh-canada--75715189</link><description><![CDATA[Get in, Fools! We’re going to Canada.  Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss:  The deceptive nature of “static” mortgages  6 bank stocks that are long-term, growing winners  And a company that “specializes in the absurd”    Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP,  TSX: CSU, TSX: ATD, TSX: SJ  Host: Nick Sciple Guest: Jim Gillies Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">1e3eb3ba-9627-11ee-930d-b7d8942ac90a</guid><pubDate>Sat, 09 Dec 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715189/arml3165260975.mp3" length="42279423" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Get in, Fools! We’re going to Canada.  Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market....</itunes:subtitle><itunes:summary><![CDATA[Get in, Fools! We’re going to Canada.  Nick Sciple and Jim Gillies, both analysts for The Motley Fool Canada, caught up to talk about the macro environment in America’s Northern Neighbor and opportunities investors can find in a messy housing market. They also discuss:  The deceptive nature of “static” mortgages  6 bank stocks that are long-term, growing winners  And a company that “specializes in the absurd”    Tickers discussed: CM, BNS, TD, RY, BMO, TSX:NA, BB, SHOP,  TSX: CSU, TSX: ATD, TSX: SJ  Host: Nick Sciple Guest: Jim Gillies Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1749</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Alphabet’s Gemini, At Your Service</title><link>https://www.spreaker.com/episode/alphabet-s-gemini-at-your-service--75715117</link><description><![CDATA[Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT?   (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update. - Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter.   (19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy.   (33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB.  Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT  Host: Dylan Lewis Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard Engineer: Dan Boyd]]></description><guid isPermaLink="false">57b1899e-9611-11ee-837c-7f76d12b70eb</guid><pubDate>Fri, 08 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715117/arml2740528470.mp3" length="58771892" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT?   (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update....</itunes:subtitle><itunes:summary><![CDATA[Google’s Bard just got an upgrade, can it catch up to OpenAI’s ChatGPT?   (00:21) Ron Gross and Andy Cross discuss: - New jobs report numbers, Alphabet’s latest AI move bringing Gemini into Bard, and GameStop’s curious corporate investing plan update. - Chewy’s status as the #1 pet pharmacy in the U.S., Lululemon’s business-as-usual quarter, and Smuckers showing it has pricing power in peanut butter.   (19:11) Journalist and author Bethany McLean’s talks with Deidre Woollard about her latest book “The Big Fail” and takes a look at the past three years, how we responded to COVID, and the lasting effects on households, businesses, and the economy.   (33:05) Ron and Andy break down two stocks on their radar: Target and MongoDB.  Stocks discussed: GOOG, GOOGL, GME, DOCU, CHWY, LULU, SJM, MDB, TGT  Host: Dylan Lewis Guests: Andy Cross, Ron Gross, Bethany McLean, Deidre Woollard Engineer: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Pet Parents Keep Spending</title><link>https://www.spreaker.com/episode/pet-parents-keep-spending--75715027</link><description><![CDATA[Chewy’s growth depends on how much we love our furry friends.  (00:21) Bill Barker and Deidre Woollard discuss: - The power of Chewy’s auto-ship service. - If Chewy’s growth is too dependent on macro trends. - What factors could lead to a Dollar General turnaround.  (21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.  Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT  Claim your dividend report here: www.fool.com/dividends  Host: Deidre Woollard Guests: Kevin Sayer, Mary Long, Bill Barker Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd]]></description><guid isPermaLink="false">99d4712e-9544-11ee-a642-3bad83f7e1b8</guid><pubDate>Thu, 07 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715027/arml2665086310.mp3" length="56109374" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Chewy’s growth depends on how much we love our furry friends.  (00:21) Bill Barker and Deidre Woollard discuss: - The power of Chewy’s auto-ship service. - If Chewy’s growth is too dependent on macro trends. - What factors could lead to a Dollar...</itunes:subtitle><itunes:summary><![CDATA[Chewy’s growth depends on how much we love our furry friends.  (00:21) Bill Barker and Deidre Woollard discuss: - The power of Chewy’s auto-ship service. - If Chewy’s growth is too dependent on macro trends. - What factors could lead to a Dollar General turnaround.  (21:38) Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.  Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT  Claim your dividend report here: www.fool.com/dividends  Host: Deidre Woollard Guests: Kevin Sayer, Mary Long, Bill Barker Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd]]></itunes:summary><itunes:duration>2325</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Burgers Rise, Booze Dips</title><link>https://www.spreaker.com/episode/burgers-rise-booze-dips--75714935</link><description><![CDATA[The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.    (00:21) Bill Mann and Dylan Lewis discuss:  - McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.  - The sauce Bill wishes would get more love at McD’s.   - Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.   (12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.  Companies discussed: TGT, BYND, SHOO  Host: Dylan Lewis Guests: Bill Mann, Pinky Cole, Deidre Woollard Engineers: Dan Boyd]]></description><guid isPermaLink="false">b17c1a40-947a-11ee-9d4b-fbefd684c459</guid><pubDate>Wed, 06 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714935/arml9755998027.mp3" length="36473496" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.    (00:21) Bill Mann and Dylan Lewis discuss:  - McDonald’s growth plans to hit 50,000...</itunes:subtitle><itunes:summary><![CDATA[The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.    (00:21) Bill Mann and Dylan Lewis discuss:  - McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day.  - The sauce Bill wishes would get more love at McD’s.   - Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo.   (12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.  Companies discussed: TGT, BYND, SHOO  Host: Dylan Lewis Guests: Bill Mann, Pinky Cole, Deidre Woollard Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1507</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>S&amp;P 500 to Uber: Get In!</title><link>https://www.spreaker.com/episode/s-p-500-to-uber-get-in--75714916</link><description><![CDATA[Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice.  (00:21) Tim Beyers and Dylan Lewis discuss:  - Uber joining the S&amp;P 500 and the company’s focus on profitability and owning its market. - How Wells Fargo seemed to announce future layoffs in a strange way. - Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024.  (18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.  Companies discussed: UBER, LYFT, WFC, SPOT  Host: Dylan Lewis Guests: Tim Beyers, Alison Southwick, Robert Brokamp Engineers: Dan Boyd]]></description><guid isPermaLink="false">50022176-93b0-11ee-b719-93b215a457b5</guid><pubDate>Tue, 05 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714916/arml3669169789.mp3" length="47102375" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice.  (00:21) Tim Beyers and Dylan Lewis discuss:  - Uber joining the S&amp;amp;P 500 and the company’s focus on profitability and...</itunes:subtitle><itunes:summary><![CDATA[Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice.  (00:21) Tim Beyers and Dylan Lewis discuss:  - Uber joining the S&amp;P 500 and the company’s focus on profitability and owning its market. - How Wells Fargo seemed to announce future layoffs in a strange way. - Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024.  (18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.  Companies discussed: UBER, LYFT, WFC, SPOT  Host: Dylan Lewis Guests: Tim Beyers, Alison Southwick, Robert Brokamp Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1950</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>From The Frozen Tundra To The Beach</title><link>https://www.spreaker.com/episode/from-the-frozen-tundra-to-the-beach--75715416</link><description><![CDATA[A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.  (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines  and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market.  (18:35)  Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.  Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY  Claim your dividend stocks here: www.fool.com/dividends  Host: Deidre Woollard Guests: Jason Moser, John Merris Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></description><guid isPermaLink="false">b17ab856-92ec-11ee-8ae9-03a64d7b6a81</guid><pubDate>Mon, 04 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715416/arml1422408123.mp3" length="47726863" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.  (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines  and Hawaiian Airlines deal going through. - If...</itunes:subtitle><itunes:summary><![CDATA[A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.  (00:21) Jason Moser and Deidre Woollard discuss: - The possibility of the Alaska Airlines  and Hawaiian Airlines deal going through. - If airlines lose specialness as they grow. - The race to bring GLP-1 drugs to market.  (18:35)  Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.  Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY  Claim your dividend stocks here: www.fool.com/dividends  Host: Deidre Woollard Guests: Jason Moser, John Merris Producer: Mary Long Engineers: Dan Boyd, Desiree Jones]]></itunes:summary><itunes:duration>1976</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The War on Cash, Revisited</title><link>https://www.spreaker.com/episode/the-war-on-cash-revisited--75715158</link><description><![CDATA[Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss: The state of the “War on Cash” Embedded finance And two “toll booths” that aren’t going away anytime soon  Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH  Host: Jason Moser, Matt Frankel Producer: Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">a033e5ba-9092-11ee-8825-978dd2107624</guid><pubDate>Sun, 03 Dec 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715158/arml4143592472.mp3" length="38566101" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss: The state of the “War on Cash” Embedded finance And two “toll...</itunes:subtitle><itunes:summary><![CDATA[Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss: The state of the “War on Cash” Embedded finance And two “toll booths” that aren’t going away anytime soon  Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH  Host: Jason Moser, Matt Frankel Producer: Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1594</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Geek Out!</title><link>https://www.spreaker.com/episode/geek-out--75714901</link><description><![CDATA[The rules of business are changing. And those rules are being written by some … unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:  The power of “geekiness”  How Satya Nadella turned Microsoft around  And why Amazon *wants* to see billion-dollar failures.   Tickers discussed: AMZN, MSFT, AAPL, GOOG, META Host: Mary Long Guest: Andrew McAfee Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">4a56a54a-8fcc-11ee-aa14-2733a61fbd42</guid><pubDate>Sat, 02 Dec 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714901/arml7339655807.mp3" length="34988498" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>The rules of business are changing. And those rules are being written by some … unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary...</itunes:subtitle><itunes:summary><![CDATA[The rules of business are changing. And those rules are being written by some … unlikely characters. Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:  The power of “geekiness”  How Satya Nadella turned Microsoft around  And why Amazon *wants* to see billion-dollar failures.   Tickers discussed: AMZN, MSFT, AAPL, GOOG, META Host: Mary Long Guest: Andrew McAfee Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1445</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Did the Santa Rally Start Early?</title><link>https://www.spreaker.com/episode/did-the-santa-rally-start-early--75715139</link><description><![CDATA[November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?   (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes.  - Why Apple and Goldman Sachs are breaking up their credit card partnership. - Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.   (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.   You can catch Adobe’s holiday shopping tracking here.   (34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.  Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Vivek Pandya Engineers: Dan Boyd]]></description><guid isPermaLink="false">3a6bd848-9090-11ee-9d5e-cfd6fcaecef9</guid><pubDate>Fri, 01 Dec 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715139/arml3224337139.mp3" length="58765223" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?   (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes.  - Why Apple...</itunes:subtitle><itunes:summary><![CDATA[November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?   (00:21) Jason Moser and Matt Argersinger discuss: - The market’s incredible November and why we may not be out of the woods yet on rate hikes.  - Why Apple and Goldman Sachs are breaking up their credit card partnership. - Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.   (19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.   You can catch Adobe’s holiday shopping tracking here.   (34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.  Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Vivek Pandya Engineers: Dan Boyd]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Sometimes Second Acts Work Out</title><link>https://www.spreaker.com/episode/sometimes-second-acts-work-out--75715100</link><description><![CDATA[When disruption strikes, what a company does next is crucial.  (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade.  (20:48)  Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.  Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA  Claim your Stock Advisor discount here: www.fool.com/mfmdiscount  Host: Deidre Woollard Guests: Bill Barker, Mary Long, David Meier Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">5cbe7906-8fbd-11ee-9bb6-0bf153c4f7cd</guid><pubDate>Thu, 30 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715100/arml9026163278.mp3" length="52511479" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>When disruption strikes, what a company does next is crucial.  (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade.  (20:48)...</itunes:subtitle><itunes:summary><![CDATA[When disruption strikes, what a company does next is crucial.  (00:21) Bill Barker and Deidre Woollard discuss: - If we are already in a Santa Claus rally. - The challenges facing big automakers. - If cybersecurity’s challenges will fade.  (20:48)  Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.  Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA  Claim your Stock Advisor discount here: www.fool.com/mfmdiscount  Host: Deidre Woollard Guests: Bill Barker, Mary Long, David Meier Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2175</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Investing and Life Lessons from Charlie Munger</title><link>https://www.spreaker.com/episode/investing-and-life-lessons-from-charlie-munger--75714914</link><description><![CDATA[We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.  (00:21) David Meier and Dylan Lewis discuss:  - Some of their favorite Mungerisms on investing and life. - Berkshire’s incredible performance in his time with the company. - The best thing you can do to celebrate his life today – read a book.  Companies discussed: BRK.A, BRK.B, AAPL  Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)  Host: Dylan Lewis Guests: David Meier Engineers: Dan Boyd]]></description><guid isPermaLink="false">f703e30e-8efd-11ee-a81d-67753805898f</guid><pubDate>Wed, 29 Nov 2023 22:08:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714914/arml6583088764.mp3" length="33506086" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.  (00:21) David Meier and Dylan Lewis discuss:  - Some of their favorite Mungerisms on investing and...</itunes:subtitle><itunes:summary><![CDATA[We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.  (00:21) David Meier and Dylan Lewis discuss:  - Some of their favorite Mungerisms on investing and life. - Berkshire’s incredible performance in his time with the company. - The best thing you can do to celebrate his life today – read a book.  Companies discussed: BRK.A, BRK.B, AAPL  Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)  Host: Dylan Lewis Guests: David Meier Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1384</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Holiday Spirit and Animal Spirits</title><link>https://www.spreaker.com/episode/holiday-spirit-and-animal-spirits--75715227</link><description><![CDATA[With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Early Cyber Monday results and why consumer spend isn’t slowing down quite yet. - News that Chinese fast fashion company Shein will likely be coming public in 2024. - How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.  (15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.  Companies discussed: WW, NVDA, MSFT, APPL  Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd]]></description><guid isPermaLink="false">fa182cea-8e34-11ee-9c5c-bf11e38efd5b</guid><pubDate>Tue, 28 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715227/arml2415834186.mp3" length="48183538" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Early Cyber Monday results and why...</itunes:subtitle><itunes:summary><![CDATA[With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.  (00:21) Asit Sharma and Dylan Lewis discuss:  - Early Cyber Monday results and why consumer spend isn’t slowing down quite yet. - News that Chinese fast fashion company Shein will likely be coming public in 2024. - How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.  (15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.  Companies discussed: WW, NVDA, MSFT, APPL  Host: Dylan Lewis Guests: Asit Sharma, Alison Southwick, Robert Brokamp Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1995</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Unsinkable Shopper</title><link>https://www.spreaker.com/episode/the-unsinkable-shopper--75715163</link><description><![CDATA[Black Friday showed consumers are still ready to buy.  (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon’s reign as the holiday leader.  (17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.  Claim your Stock Advisor discount here: www.fool.com/mfmdiscount  Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY  Host: Deidre Woollard Guests: Jason Moser, Alex Friedman, Ariel Adams Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">432c9502-8d67-11ee-bb50-f77fbcd6daef</guid><pubDate>Mon, 27 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715163/arml2372834580.mp3" length="48584836" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Black Friday showed consumers are still ready to buy.  (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon’s reign as the holiday leader.  (17:03) Ariel...</itunes:subtitle><itunes:summary><![CDATA[Black Friday showed consumers are still ready to buy.  (00:21) Jason Moser and Deidre Woollard discuss: - Black Friday’s strong results. - The rise of mobile shopping. - If anyone can challenge Amazon’s reign as the holiday leader.  (17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.  Claim your Stock Advisor discount here: www.fool.com/mfmdiscount  Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY  Host: Deidre Woollard Guests: Jason Moser, Alex Friedman, Ariel Adams Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2012</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>No Crypto at the Dinner Table!</title><link>https://www.spreaker.com/episode/no-crypto-at-the-dinner-table--75715478</link><description><![CDATA[It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.  (00:21) Bill Mann and Jason Moser discuss: - Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving. - The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe. - The no-go topics at this year’s dinner table – crypto and weight-loss drugs.  (19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.  (32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.  Catch a picture of the new Domino’s delivery oven bike here.  Stocks discussed: CDNS, CRSP, IOT, DPZ   Host: Dylan Lewis Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">0fecdf84-88b3-11ee-bbb3-3fa4a18fa758</guid><pubDate>Fri, 24 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715478/arml7503102009.mp3" length="58765619" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.  (00:21) Bill Mann and Jason Moser...</itunes:subtitle><itunes:summary><![CDATA[It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.  (00:21) Bill Mann and Jason Moser discuss: - Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving. - The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe. - The no-go topics at this year’s dinner table – crypto and weight-loss drugs.  (19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.  (32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.  Catch a picture of the new Domino’s delivery oven bike here.  Stocks discussed: CDNS, CRSP, IOT, DPZ   Host: Dylan Lewis Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2436</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>AI and ai</title><link>https://www.spreaker.com/episode/ai-and-ai--75715118</link><description><![CDATA[Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.  (00:20) Asit Sharma and Dylan Lewis discuss:  Nvidia’s epic quarter and the market’s ho-hum response.   The OpenAI drama, corporate governance, and   How they’re making their turkeys this Thanksgiving.    Companies discussed: NVDA, MSFT Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445. Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl]]></description><guid isPermaLink="false">efb9dfcc-8967-11ee-91ea-5be8aee83fae</guid><pubDate>Wed, 22 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715118/arml8581744248.mp3" length="25702044" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.  (00:20) Asit Sharma and Dylan Lewis discuss:  Nvidia’s epic quarter and the market’s ho-hum response.   The OpenAI drama, corporate governance,...</itunes:subtitle><itunes:summary><![CDATA[Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.  (00:20) Asit Sharma and Dylan Lewis discuss:  Nvidia’s epic quarter and the market’s ho-hum response.   The OpenAI drama, corporate governance, and   How they’re making their turkeys this Thanksgiving.    Companies discussed: NVDA, MSFT Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445. Host: Dylan Lewis Guests: Asit Sharma Engineers: Rick Engdahl]]></itunes:summary><itunes:duration>1058</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Slow Growth Silver Linings</title><link>https://www.spreaker.com/episode/slow-growth-silver-linings--75715481</link><description><![CDATA[Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s growth slows. - How big-ticket item sales are impacting Lowe’s and Best Buy.  (14:52)  Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools. Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY Claim your dividend report here:  www.fool.com/dividends Host: Deidre Woollard Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl]]></description><guid isPermaLink="false">82aa13bc-88ad-11ee-a1a0-b3cf153cab12</guid><pubDate>Tue, 21 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715481/arml5617791017.mp3" length="41982424" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s growth slows. - How big-ticket item sales are...</itunes:subtitle><itunes:summary><![CDATA[Zoom’s slow revenue increase may show how the company is changing. (00:12) Asit Sharma and Deidre Woollard discuss: - Why Zoom is more than a videoconferencing company. - What happens when a company’s growth slows. - How big-ticket item sales are impacting Lowe’s and Best Buy.  (14:52)  Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools. Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY Claim your dividend report here:  www.fool.com/dividends Host: Deidre Woollard Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl]]></itunes:summary><itunes:duration>1737</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Is This The Beginning Or The End Of OpenAI?</title><link>https://www.spreaker.com/episode/is-this-the-beginning-or-the-end-of-openai--75715184</link><description><![CDATA[With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Ryan Severino Producer: Mary Long Engineers: Dan Boyd, Tim Sparks, Austin Morgan]]></description><guid isPermaLink="false">738bc522-87d8-11ee-987b-6bdd9d55725e</guid><pubDate>Mon, 20 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715184/arml9415687393.mp3" length="44063860" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might...</itunes:subtitle><itunes:summary><![CDATA[With the dust still not settled, what could be next for Microsoft and OpenAI? (00:13) Bill Barker and Deidre Woollard discuss: - Winners and losers in the OpenAI schism. - If anything will slow the pace of AI. - What former Cruise CEO Kyle Vogt might do next. (17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate. Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Host: Deidre Woollard Guests: Bill Barker, Ryan Severino Producer: Mary Long Engineers: Dan Boyd, Tim Sparks, Austin Morgan]]></itunes:summary><itunes:duration>1823</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>The Einsteins of Our Time</title><link>https://www.spreaker.com/episode/the-einsteins-of-our-time--75714945</link><description><![CDATA[Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss:  Twitter’s impact on Musk’s legacy,  The philosophies that drive Einstein-esque founders,  And the startup working to “de-extinct” the Woolly Mammoth.    Tickers discussed: TSLA, META, GME, AMC  Host: Ricky Mulvey Guest: Ben Mezrich Producer: Mary Long Engineer: Annie Pope, Rick Engdahl]]></description><guid isPermaLink="false">dcaa18ae-8569-11ee-b36d-4fbe3c7a3d86</guid><pubDate>Sun, 19 Nov 2023 17:10:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714945/arml2800971852.mp3" length="36566316" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate...</itunes:subtitle><itunes:summary><![CDATA[Did Elon Musk break Twitter? Or did Twitter break Elon Musk? Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss:  Twitter’s impact on Musk’s legacy,  The philosophies that drive Einstein-esque founders,  And the startup working to “de-extinct” the Woolly Mammoth.    Tickers discussed: TSLA, META, GME, AMC  Host: Ricky Mulvey Guest: Ben Mezrich Producer: Mary Long Engineer: Annie Pope, Rick Engdahl]]></itunes:summary><itunes:duration>1511</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>You Want Chips with That?</title><link>https://www.spreaker.com/episode/you-want-chips-with-that--75714930</link><description><![CDATA[Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?   Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:   The semiconductor supply chain  Intel’s turnaround and new focus on foundries   How TSMC balances secrecy, transparency, and trust when it comes to intellectual property   Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML  Host: Ricky Mulvey Guest: Chris Miller Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></description><guid isPermaLink="false">b6631d48-8592-11ee-a1d2-0f001c35aea5</guid><pubDate>Sat, 18 Nov 2023 17:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714930/arml1646388520.mp3" length="34972080" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?   Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The...</itunes:subtitle><itunes:summary><![CDATA[Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence?   Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:   The semiconductor supply chain  Intel’s turnaround and new focus on foundries   How TSMC balances secrecy, transparency, and trust when it comes to intellectual property   Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML  Host: Ricky Mulvey Guest: Chris Miller Producer: Mary Long Engineers: Dan Boyd, Tim Sparks]]></itunes:summary><itunes:duration>1445</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>“Are We There Yet?”</title><link>https://www.spreaker.com/episode/are-we-there-yet--75714993</link><description><![CDATA[After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.  (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates. - Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer. - Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.  (19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.  Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.  (33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.  Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey Engineers: Dan Boyd, Annie Pope]]></description><guid isPermaLink="false">44f8e8aa-8591-11ee-a0ca-ebd9184063fb</guid><pubDate>Fri, 17 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75714993/arml1980225001.mp3" length="58629436" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.  (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is cheering recent CPI and labor data,...</itunes:subtitle><itunes:summary><![CDATA[After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.  (00:21) Jason Moser and Matt Argersinger discuss: - Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates. - Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer. - Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.  (19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.  Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.  (33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.  Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN  Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey Engineers: Dan Boyd, Annie Pope]]></itunes:summary><itunes:duration>2430</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>About That Guidance</title><link>https://www.spreaker.com/episode/about-that-guidance--75715012</link><description><![CDATA[For both Walmart and Cisco, expectations for the future don’t tell the whole story.  (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global player.  (21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.  Claim your five free dividend stock ideas here: www.fool.com/dividends  Companies discussed: WMT, AMZN, COST, CSCO,ACVA  Host: Deidre Woollard Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd]]></description><guid isPermaLink="false">85c13320-84be-11ee-b16b-7b53edbb9c4e</guid><pubDate>Thu, 16 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715012/arml2158722317.mp3" length="44521754" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>For both Walmart and Cisco, expectations for the future don’t tell the whole story.  (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global...</itunes:subtitle><itunes:summary><![CDATA[For both Walmart and Cisco, expectations for the future don’t tell the whole story.  (00:21) Tim Beyers and Deidre Woollard discuss: - Cisco’s move into the software space. - If AI can improve the meeting experience. - Walmart’s strengths as a global player.  (21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.  Claim your five free dividend stock ideas here: www.fool.com/dividends  Companies discussed: WMT, AMZN, COST, CSCO,ACVA  Host: Deidre Woollard Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta Producers: Ricky Mulvey, Mary Long Engineer: Dan Boyd]]></itunes:summary><itunes:duration>1843</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Burger Turnaround?</title><link>https://www.spreaker.com/episode/a-burger-turnaround--75715194</link><description><![CDATA[Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up.   (00:21) Tim Beyers and Dylan Lewis discuss:  - The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement. - Target’s efficient quarter and product mix decisions for the holiday quarter. - Airbnb’s $200M acquisition ot AI company GamePlanner.AI  (16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination.  Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB  Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, GJ Hart Engineers: Dan Boyd]]></description><guid isPermaLink="false">26050a14-83fc-11ee-b3f2-5ba5bd4e58c1</guid><pubDate>Wed, 15 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715194/arml9793922424.mp3" length="43080735" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up.   (00:21) Tim Beyers and Dylan Lewis discuss:  - The stunning revelation that Apple earns 36% of...</itunes:subtitle><itunes:summary><![CDATA[Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up.   (00:21) Tim Beyers and Dylan Lewis discuss:  - The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement. - Target’s efficient quarter and product mix decisions for the holiday quarter. - Airbnb’s $200M acquisition ot AI company GamePlanner.AI  (16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination.  Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB  Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, GJ Hart Engineers: Dan Boyd]]></itunes:summary><itunes:duration>1782</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Inflation Cools Down, Stocks Heat Up</title><link>https://www.spreaker.com/episode/inflation-cools-down-stocks-heat-up--75715496</link><description><![CDATA[Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly.   (00:21): Ricky Mulvey and Asit Sharma discuss:  - What lower inflation means for stock investors. - Sticky housing prices.  - Home Depot’s quarter and sales decline.  - What softer spend on big-ticket purchases means for Trex.   Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.   Companies discussed: HD, TREX, AAPL, COST   Stock Advisor discount: www.fool.com/mfmdiscount   Hosts: Ricky Mulvey, Alison Southwick  Guests: Asit Sharma, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">9540ecfa-832e-11ee-83dd-3f1654203391</guid><pubDate>Tue, 14 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715496/arml9274983479.mp3" length="38241368" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly.   (00:21): Ricky Mulvey and Asit Sharma discuss:  - What lower inflation means for stock investors. -...</itunes:subtitle><itunes:summary><![CDATA[Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly.   (00:21): Ricky Mulvey and Asit Sharma discuss:  - What lower inflation means for stock investors. - Sticky housing prices.  - Home Depot’s quarter and sales decline.  - What softer spend on big-ticket purchases means for Trex.   Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.   Companies discussed: HD, TREX, AAPL, COST   Stock Advisor discount: www.fool.com/mfmdiscount   Hosts: Ricky Mulvey, Alison Southwick  Guests: Asit Sharma, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>1581</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>A Happy Monday</title><link>https://www.spreaker.com/episode/a-happy-monday--75715474</link><description><![CDATA[Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses.  (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired.  (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season.  Claim your free five stock recommendations here: www.fool.com/dividends  Companies discussed: MDNY, CRM, HUBS, SIG  Host: Deidre Woollard Guests: Rob Bates, David Meier Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Chace Przylepa]]></description><guid isPermaLink="false">8ac0913a-8267-11ee-ac63-3bc17081fec9</guid><pubDate>Mon, 13 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715474/arml4308248405.mp3" length="41905695" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses.  (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to...</itunes:subtitle><itunes:summary><![CDATA[Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses.  (00:21) David Meier aand Deidre Woollard discuss: - The evolving climate for business-to-business platforms. - What tech companies need to consider as they hit profitability. - If Monday.com will be the acquirer or the acquired.  (19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season.  Claim your free five stock recommendations here: www.fool.com/dividends  Companies discussed: MDNY, CRM, HUBS, SIG  Host: Deidre Woollard Guests: Rob Bates, David Meier Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Chace Przylepa]]></itunes:summary><itunes:duration>1734</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Amazon’s Mistake in Voice Technology</title><link>https://www.spreaker.com/episode/amazon-s-mistake-in-voice-technology--75715528</link><description><![CDATA[You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.  Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss:  What Alexa and Siri get wrong about voice interaction,  Secret leaders in voice technology,  And the next battle in the cybersecurity arms race.   Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU Host: Ricky Mulvey Guest: Tobias Dengel Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">af839a62-7f1a-11ee-be7e-779d08edff57</guid><pubDate>Sun, 12 Nov 2023 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715528/arml9417626218.mp3" length="40936315" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.  Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development....</itunes:subtitle><itunes:summary><![CDATA[You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like.  Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss:  What Alexa and Siri get wrong about voice interaction,  Secret leaders in voice technology,  And the next battle in the cybersecurity arms race.   Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU Host: Ricky Mulvey Guest: Tobias Dengel Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1693</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4fd17494863746bccb70d059cb0cd194.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Fool School: Can You Beat the Big Guys?</title><link>https://www.spreaker.com/episode/fool-school-can-you-beat-the-big-guys--75715281</link><description><![CDATA[Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?  Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about:  The ripple effects of decision-making,  Whether short-term investing deserves its bad reputation,  And the time horizon needed to differentiate between luck and skill.    Tickers discussed: CMG, NFLX, NVDA, MCD  Host: Ricky Mulvey Guest: Jonathan Berk Producer: Mary Long Engineer: Rick Engdahl]]></description><guid isPermaLink="false">4a0b0e06-7f1d-11ee-83d5-1702a36f2512</guid><pubDate>Sat, 11 Nov 2023 17:01:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715281/arml2705659700.mp3" length="47603130" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?  Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey...</itunes:subtitle><itunes:summary><![CDATA[Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong?  Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about:  The ripple effects of decision-making,  Whether short-term investing deserves its bad reputation,  And the time horizon needed to differentiate between luck and skill.    Tickers discussed: CMG, NFLX, NVDA, MCD  Host: Ricky Mulvey Guest: Jonathan Berk Producer: Mary Long Engineer: Rick Engdahl]]></itunes:summary><itunes:duration>1971</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4fd17494863746bccb70d059cb0cd194.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Show Business is Back in Business!</title><link>https://www.spreaker.com/episode/show-business-is-back-in-business--75715241</link><description><![CDATA[Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.  (00:11) Emily Flippen and Andy Cross discuss:  SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”  The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.  How Adyen is learning how to better play the expectations game.   (19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars. (31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.  Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON Host: Dylan Lewis Guests: Emily Flippen, Andy Cross, Lou Whiteman,  Engineers: Rick Engdahl, Annie Pope]]></description><guid isPermaLink="false">882c1c48-800d-11ee-b698-17de6c1d32eb</guid><pubDate>Fri, 10 Nov 2023 21:20:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715241/arml5279602038.mp3" length="58557872" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.  (00:11) Emily Flippen and Andy Cross discuss:  SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy...</itunes:subtitle><itunes:summary><![CDATA[Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?.  (00:11) Emily Flippen and Andy Cross discuss:  SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”  The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.  How Adyen is learning how to better play the expectations game.   (19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars. (31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.  Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON Host: Dylan Lewis Guests: Emily Flippen, Andy Cross, Lou Whiteman,  Engineers: Rick Engdahl, Annie Pope]]></itunes:summary><itunes:duration>2427</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>Burn Through Your Queue</title><link>https://www.spreaker.com/episode/burn-through-your-queue--75715190</link><description><![CDATA[Actors are headed back to work as streamers seek to monetize viewers. (00:20) Bill Barker and Deidre Woollard discuss: - The long-term impact of Hollywood’s strikes. - Linear television’s fading ad value. - The value of sports entertainment. (17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl]]></description><guid isPermaLink="false">00efd526-7f45-11ee-a5d6-cfa43a36ed25</guid><pubDate>Thu, 09 Nov 2023 21:00:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715190/arml1391190945.mp3" length="49807374" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>Actors are headed back to work as streamers seek to monetize viewers. (00:20) Bill Barker and Deidre Woollard discuss: - The long-term impact of Hollywood’s strikes. - Linear television’s fading ad value. - The value of sports entertainment. (17:09)...</itunes:subtitle><itunes:summary><![CDATA[Actors are headed back to work as streamers seek to monetize viewers. (00:20) Bill Barker and Deidre Woollard discuss: - The long-term impact of Hollywood’s strikes. - Linear television’s fading ad value. - The value of sports entertainment. (17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl]]></itunes:summary><itunes:duration>2063</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/012fe4cae178c5b29ffb6ef9f0b09d38.jpg"/><itunes:episodeType>full</itunes:episodeType></item><item><title>South Korea vs. Naked Short Sellers</title><link>https://www.spreaker.com/episode/south-korea-vs-naked-short-sellers--75715152</link><description><![CDATA[To stop some bad behavior, sometimes you have to stop letting people do other stuff too. (00:14) Bill Mann and Dylan Lewis discuss:  South Korea banning borrowing shares to address issues with illegal naked short selling.  Robinhood “normalizing” and becoming a little Buffett-like with its interest income.  The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks.   (16:26) Mary Long caught up with Adecco Staffing's Senior Vice President Amy Glaser for a look at holiday hiring trends and rising part-time work. Check out our Stock Advisor Dividend Report at: www.fool.com/dividends  Companies discussed: HOOD, TOST Host: Dylan Lewis Guests: Bill Mann, Mary Long, Amy Glaser Engineers: Rick Engdahl, Dan Boyd]]></description><guid isPermaLink="false">70fd6e04-7e6f-11ee-b073-537242d10f0c</guid><pubDate>Wed, 08 Nov 2023 21:15:00 +0000</pubDate><enclosure url="https://api.spreaker.com/download/episode/75715152/arml7290569440.mp3" length="24836138" type="audio/mpeg"/><itunes:author>aser</itunes:author><itunes:subtitle>To stop some bad behavior, sometimes you have to stop letting people do other stuff too. (00:14) Bill Mann and Dylan Lewis discuss:  South Korea banning borrowing shares to address issues with illegal naked short selling.  Robinhood “normalizing” and...</itunes:subtitle><itunes:summary><![CDATA[To stop some bad behavior, sometimes you have to stop letting people do other stuff too. (00:14) Bill Mann and Dylan Lewis discuss:  South Korea banning borrowing shares to address issues with illegal naked short selling.  Robinhood “normalizing” and becoming a little Buffett-like with its interest income.  The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks.   (16:26) Mary Long caught up with Adecco Staffing's Senior Vice President Amy Glaser for a look at holiday hiring trends and rising part-time work. Check out our Stock Advisor Dividend Report at: www.fool.com/dividends  Companies discussed: HOOD, TOST Host: Dylan Lewis Guests: Bill Mann, Mary Long, Amy Glaser Engineers: Rick Engdahl, Dan Boyd]]></itunes:summary><itunes:duration>1533</itunes:duration><itunes:explicit>false</itunes:explicit><itunes:image href="https://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/4fd17494863746bccb70d059cb0cd194.jpg"/><itunes:episodeType>full</itunes:episodeType></item></channel></rss>
