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Motley Fool Money
Author: The Motley Fool
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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.
1626 Episodes
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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
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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
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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
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Host: Ricky Mulvey
Guest: Tim Beyers
Engineer: Tim Sparks
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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
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In less than two years one company became the driving force of the S&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
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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
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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
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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
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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
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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
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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
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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
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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
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Right now, the S&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
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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
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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
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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
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(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
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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
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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
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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?
More proof we're just another Banana Republic by definition with the recent meddling of the administrative 3 letter agencies in the peoples politics. Can we get damages from the gubmit? Seeing gooberment is just playing with other people's money, maybe we should start with recovery from individual agents. Let's start with the 51 deceivers who signed on to the hunter laptop disinfo letter.
Great conversation. It has always been intuitive that cold temps cause cold illnesses. Science always denied that, but interestingly has discovered the mechanism for this occurrence. Who knew? True science evolves as hypothesis become demonstrably provable. It would be interesting to hear what impact the newer refrigerant laws will have on diminishing the effectiveness and increased energy consumption of the cold chain.
Listened to about 20 percent of this drivel propaganda and tuned out. The "information" given borders on mis-dis information at best to anyone having real world experience in daily economics with basic minimal understanding of Austrian economic principles.Of course if your specialty is in the religious zealotry of climate god worship or maoist/stalinist praise, it all makes perfect sense.
yeah it sounds really horrible when you're savings are worth more
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I just finished listening to the latest episode of Motley Fool Money, and I have to say, it was packed with some really insightful discussions. The hosts always manage to break down complex financial topics into easily digestible pieces, which I truly appreciate. https://www.wattpad.com/user/Customise-Sticker The segment about the current market trends was particularly interesting. It's fascinating to see how various sectors are evolving in response to changing consumer behaviors and global events. The team's analysis of potential investment opportunities certainly gave me a lot to think about. https://disqus.com/by/customisesticker/about/
However, both beginners and already experienced gamblers are familiar with the problem of choice. After all, it can be quite difficult to understand what it is from the picture. This article https://bridgingdevelopment.org/ helped me a lot
DWillard stated that the result of a reverse stock split is more shares. it's the opposite..
This is the most uninformed podcast I've ever heard on this channel. He literally made up every single "fact" he stated. He gave a bunch of opinions and spun them as fact. It's an embarrassment that this was allowed to air
Chris Hill forgot about Flipkart $16bil acquisition
Weird episode. Skip.
error in stating book value calculation. it is original cost (less depreciation), not market value.
horrible podcast. I mean talk about something interesting about Intel like exclusivity on new UV equip in 2025 or somethjng
I think there are many reasons, but above all the uncomfortable or even unfair conditions that the platform provides to the players. I believe that now you can build an online gaming business differently if you use solutions from, for example, https://live.beter.co which provides various innovative products, such as Gravity. I think this is an interesting option for owning an online business.
Terrible.
not downloading!