Author: The Motley Fool

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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“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 & 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

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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

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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

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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

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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

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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

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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

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