Author: The Motley Fool

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

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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

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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

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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

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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

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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

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“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

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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

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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

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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

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