Author: The Motley Fool

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses: - The positive reaction in the stock market - Prospects for much lower inflation in 2023 - Borrowing costs going higher - Expectations for more rate hikes later this year

(11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV.

Got a question? Drop an email to podcasts@fool.com!

Stocks discussed: PUBM, PG, WPP

Host: Chris Hill Guests: Ron Gross, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry

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Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses: - What he's watching in the market - Where he's been putting his money to work and which stocks he's been buying - His relative disinterest in IPOs as an event

(13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today.

Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ

Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

 

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The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses: - The pain investors (including us) are feeling - Why he recommends putting cash to work slowly - DocuSign's latest quarter meeting management's expectations - The relative attractiveness of DocuSign's stock - Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can

(16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network.

Stocks discussed: DOCU, KO, BF.A, META, NVDA

Host: Chris Hill Guests: Jason Moser, Jose Najarro, Nick Rossolillo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss: - The recent crash in crypto - What the “financialized version of the internet” can tell us about people - What happens when internet strangers try to operate a McDonald’s

Cryptos mentioned: BTC, LUNA

Host: Ricky Mulvey Guest: PJ Vogt Engineers: Dan Boyd, Tim Sparks

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Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss: - The wide-ranging effects of an energy crunch - How a shale boom “incinerated” $700 billion - Ways individual investors could benefit from pension funds leaving oil

Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/

Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL Host: Nick Sciple Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd

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Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss:

- DocuSign's 25% drop

- Target's bold moves

- Stitch Fix continuing to struggle

- Vail Resorts benefitting from relaxed Covid restrictions

- The latest from Campbell Soup, Netflix, Amazon, and more.

 

(19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.

 

(35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.

 

Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB

 

Host: Chris Hill

Guests: Emily Flippen, Ron Gross, Matt Argersinger

Engineers: Steve Broido, Rick Engdahl

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SEC chairman Gary Gensler outlined rule changes to require trading firms to directly compete to execute trades from individual investors (0:25) Andy Cross discusses: - Why payment-for-order-flow (PFOF) is going to be a big topic this summer - Potential threats to Robinhood's business model - Five Below's recent (and uncharacteristic) struggles - Takeaways from Spotify's investor day event, including a push into audiobooks (15:45) Deidre Woollard continues her conversation with Jason Hall about homebuilders, including key metrics to watch and a few stock ideas.  Stocks discussed: HOOD, FIVE, DLTR, DG, WMT, SPOT, AMZN, AAPL, MTH, LGIH, NVR Host: Chris Hill Guests: Andy Cross, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineer: Rick Engdahl

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Is Roku really preparing for a takeover bid from Netflix? (0:25) Asit Sharma discusses: - Whether acquiring Roku solves Netflix impending ad challenges - Why Roku's stock is still pricy after its recent fall - DocuSign's expanded partnership with Microsoft - If this paves the way for an eventual acquisition (13:21) Deidre Woollard talks with Jason Hall about why he's so bullish about homebuilders and the tailwinds driving his thesis. Stocks discussed: ROKU, NFLX, DOCU, MSFT, ADBE, CRM Host: Chris Hill Guests: Asit Sharma, Deidre Woollard, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Target rips off the band-aid, while Apple shows off some new features. (0:25) Tim Beyers discusses: - CEO Brian Cornell taking a head-on approach to dealing with Target's inventory problems - Prepping for getting the all-important back-to-school and holiday shopping seasons right - Apple's newest features (including chips) unveiled at WWDC - Ripple effects from Apple Pay getting into the "buy now, pay later" space - Prospects for an Apple VR headset in 2023 (15:08) Alison Southwick and Robert Brokamp discuss how you can "recession-prep" your investments and your mindset. Stocks discussed: AAPL, AFRM, TGT, TSLA, BRK.A, BRK.B Host: Chris Hill Guests: Tim Beyers, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

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Amazon splits its stock 20-for-1 and while the pizza didn't get any bigger, there are short-term benefits to the split. (0:25) Jason Moser discusses: - Research from Bank of America showing the 12-month outperformance of companies splitting their stocks - Alphabet splitting their stock in July - Under Armour getting booted from the S&P 500 while Keurig Dr. Pepper (among others) replaces it - Howard Schultz declaring Starbucks' next CEO will be hired from outside the company

(15:55) Matt Frankel joins Jason to discuss how you can find out what's inside and ETF and provide ideas for any investor who wants to keep it simple.

Stocks discussed: AMZN, GOOG, GOOGL, UA, UAA, KDP, VICI, SBUX, CMG, VOO, VYM, VNQ

Host: Chris Hill Guests: Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineer: Dan Boyd

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