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Motley Fool Money 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 investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
1723 Episodes
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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.
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Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX
Host: Ricky Mulvey
Guests: Mary Long, Lou Whiteman
Engineers: Rick Engdahl, Chace Przylepa
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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
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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&P 500 and foreign stock sales.
Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ
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Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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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
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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
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It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&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
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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
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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
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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.
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Companies discussed: OKTA, CRM
Host: Mary Long
Guests: David Meier, Robert “Bro” Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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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&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.
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Companies discussed: SHOP, INTC, T, CPNG, KRX, LON: BC94, TSLA
Host: Ricky Mulvey
Guests: Bill Mann, Dave Hatter
Engineer: Rick Engdahl
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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.
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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
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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.
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Stocks discussed: TGT, OM, COST, AXON, GTX, IOT.
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser
Engineers: Rick Engdahl
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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.
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Companies discussed: CMCSA, M, NFLX, AMZN, BRK.A, BRK.B,
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick Engdahl
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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.
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Companies discussed: DKS, KSS, M, LMND, BROS
Host: Mary Long
Guests: Kirsten Guerra, Robert Brokamp, Christine Benz
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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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.
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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
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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
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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
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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.
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Stocks discussed: TGT, WMT, WSM, NVDA, SNOW, PANW, ADBE, TSLA, AI.
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Dan Durn
Engineers: Rick Engdahl
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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.
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Companies discussed: NVDA, CMCSA, MSTR, EGP
Host: Ricky Mulvey
Guests: Bill Barker
Producer: Mary Long
Engineer: Rick Engdahl
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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.
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Companies discussed: TGT, WMT, TJX, AMZN, WBD, NFLX
Host: Mary Long
Guests: Jason Moser, Yasser el-Shimy, Ricky Mulvey
Engineers: Rick Engdahl
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United States
Agri tech cutting edge, water your crop with e-coli ladened water and use imported illegal slave labor to care for them? What could go wrong? Admit it, the machine investment, while increasing efficiency and consistency, hasn't resulted in reduced labor costs..., maybe even just a little bit?
Maybe they're looking for a raw onion supplier?
One could and should argue that it's the mushy middle moderates, going along to get along that have facilitated this nation in veering away from the base of its founding and the Constitution. Thanks for the indifference. You also expound on the dominance of the private sector in leading. True until it isn't. The exponential growth of the gubmit sector over the most recent years is starting to crowd businesses. Perhaps most recent actions in equities, US longer bonds, and precious metals reflect
Greenie Treats from Chewy sound like the purfect ha)lowern candy for Larry the werewolf.
MCD Corporate sabotage? Purps need to be found and locked away for murder and attempted.
Taleb in addition to being a great author and mathematician has made good bank trading his own book. He is quite correct about the dollars reserve status being impaired by disasterous political decisions. His position on gubmit debt destroying currency value is also spot on. Both extremely strong headwinds for consumer purchasing power. How far can this market melt up continue with extended valuations front running inflation with the devaluing dollar. Goto cash recommendation in inflation? wow!
Good conversation about various ways to view investing! It's all good however you get there as long as you do actually get there. Don't be like me working 60 to 80 hours weekly well into your elder years. I used to shake my head at people like me, wondering how they let that happen.Too much cash, too much risk adversity, too little hard assets, and too idiotic to act on macro trends I observed. Leverage is a great tool, used wisely, in an inflationary environment. Good luck and greater planning.
Your commentary on auto insurers in the three states. California crime and EV's massive repair cost with ev fire hazards driving increases seems most logical? Minnesota recent crime waves and their lackadaisical winter road maintenance in the most recent years is a probability? Missouri only theory is urban zone crime wave of the cities on the state border? Enlighten me.
"Frickin laser beams"
Boom. oom. doom. Whiskey, tango, foxtrot. Can we get Chris Hill back when needed? Excuse me, I've gotta yell at some clouds now.
Emily. quit using the platform to preach your climatology faith to the listeners.As a breather belonging to the deplorable excess carbon class, I'm not having it. Thanks to Bill for attempting to shut it down and inject some reality into the conversation. Shame on Emily for doubling down with the vengeful climate fairy is very angry because carbon based creatures are breathing.... or something.... or another. I've wondered the same about $NCLH. Good interview by Tim. Thanks.
Why wouldn't the US gubmit aid corporations in capturing the home rental market, boxing out holpeful 1st time home buyers? It's all part of the WEF great reset that the US uniparty has adopted. Granted the US uniparty desires the 'excess carbon' class to dwell in multi-family units to meet the WEF 50x50 agenda they've adopted in word and deed, however incrementalism is key to avoid revolt. One uniparty puppet is pandering to 'help' first time buyers with a $25k grant! You know the impact.
Modern day Nostradamus, Mike Judge, was about 2 decades ahead of his time when he made the prophetic documentary epic Idiocracy
The need to abandon the gold standard in 1971 was a culmination in LBJ era policies of war and dependency creation. When you have physically backed money in place it quickly shows the folly of imprudent fiscal policy. That's why the pols prefer the shenanigans shielding stealth taxation of fiat. They'll just make more.
Big tech is going to get the traditional reliable energy production, while the proles will be left sweltering or freezing in the dark with that inflation acceleration act subsidized unreliable, "green" sometimes works, mostly doesn't energy. Good luck pedaling your genset for an hour to listen to a 1:30 podcast.
Confidence in the dollar has contributed to holding hyper inflation in check as the supply of the currency has exploded exponentially, but the major factor has been ubiquitous demand and acceptance as world reserve 2 facilitate global transactions. Once the politicians finish destroying this, we'll likely see the type of inflation where the price changes from the time of selecting the product in store to checkout. Smart retailers are already investing in tech capable to perform this function.
A.I. in the c suite? Hmmm, I was under the impression this was existing antiquated tech?
Good topic.Tim seems to know his subject. I always enjoy listening to Byers, the communication specialist. It takes him forever, inserting the intellectual pauses, to say in ten paragraphs what Moser could convey in two sentences. Brilliant!
Listened completely to the interview segment imagining this was the pitch correcting Buffets way of thinking, of course while chuckling🤣. Using EVs as production balancing? Who's willing to participate in range drain to scale? Much about capital improvements vs grid maint. Nothing on 'green' vs reliable energy priority spend contrasting maint.? Green w\o gubmit subs is costly replacement cycle? Fan of buried, but that has issues too. Lots more ?s than the fillibuster or time allowed. No sale!
sentinel one?