Author: The Motley Fool

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs.

Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:

- How social engineering effects your life.

- Why real diversity can prevent leaders from doing stupid things.

- The demand to return to more in-person experiences.

Host: Dylan Lewis

Guest: Malcolm Gladwell

Producer:Ricky Mulvey

Engineer: Rick Engdahl

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The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.

(00:21) Asit Sharma and Jason Moser discuss:

- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.

- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs

- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.

(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.

Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/

(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb

Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB

Host: Dylan Lewis

Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg

Engineers: Dan Boyd, Rick Engdahl

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… and why the stock is “nowhere near fully valued.”

(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.

Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.

Companies discussed: TOST, MSFT, RBLX, META, SNAP

Host: Mary Long

Guests: Tim Beyers, Kirsten Guerra

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.

(00:21) David Meier and Ricky Mulvey discuss:

- Why Microsoft and Meta rely on Arista Networks.

- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.

- The downfall of dating app Bumble.

Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.

Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB

Host: Ricky Mulvey

Guests: David Meier, Anthony Schiavone

Engineers: Dan Boyd, Rick Engdahl

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Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?

(00:21) Jason Moser and Ricky Mulvey discuss:

- Apple's and Meta’s robotics ambitions.

- Earnings from payments company Adyen.

- What Berkshire Hathaway is buying and selling

Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.

Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ

Host: Ricky Mulvey

Guests: Jason Moser, Robert Brokamp, Alison Southwick

Engineers: Dan Boyd, Rick Engdahl

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There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.

Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about:

- Pitching investors to back shows even when 80% of projects don’t recoup their initial investment.

- Working on original projects versus those based on existing stories.

- The formula for commercially successful musicals.

Companies discussed: DIS

Host: Mary Long

Guest: Jill Furman

Producer: Ricky Mulvey

Engineers: Rick Engdahl

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The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.

(00:21) Jason Moser and Emily Flippen break down:

- The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.

- Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living.

- Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.

(19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.

(30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis

Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp

Engineers: Dan Boyd, Rick Engdahl

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Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.

(00:21) Alicia Alfiere joined Ricky Mulvey to discuss:

- The expectations, and real business performance of The Trade Desk.

- Robinhood blowing away expectations, and what its earnings reveal about retail investing trends.

- How restaurants are responding to egg shortages.

Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.

Companies discussed: TTD, HOOD, CRBL, CELH, PEP

Host: Ricky Mulvey

Guests: Alicia Alfiere, Sanmeet Deo

Producer: Mary Long

Engineer: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

Now he wants to run OpenAI.

(00:21) Jason Moser and Mary Long discuss:

- Elon Musk’s bid for OpenAI

- What BYD’s rollout of self-driving technology means for Tesla

- Revitalized interest in Upstart’s AI lending platform

- Developments in the buy now, pay later space

Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.

To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.

Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX

Host: Mary Long

Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz

Producer: Ricky Mulvey

Engineers: Dan Boyd, Michael Schweitzer

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We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:

- Shopify as a 100-year company.

- What a change in de minimis rules would mean for merchants.

- Shopify’s growth levers.

Company discussed: SHOP

Got a question for the show? Email us at podcasts@fool.com

Note: Ricky Mulvey has a position in SHOP

Host: Ricky Mulvey

Guests: Asit Sharma, Harley Finkelstein

Producer: Mary Long

Engineer: Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices