Author: The Motley Fool

2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.

(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:

- Why comparisons to 2023 give banks more credit than they may deserve.

- The split between JP Morgan’s investment banking and consumer businesses.

- Growing interest in private credit markets.

Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.

Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA

Host: Mary Long

Guests: Matt Frankel, Kirsten Guerra

Engineer: Rick Engdahl

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

Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.

(00:14) Nick Sciple and Dylan Lewis discuss:

- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.

- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.

- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.

(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.

Companies discussed: ANF, LULU, ATZAF, ALL.

Host: Dylan Lewis

Guests: Nick Sciple, Mary Long, Asit Sharma

Engineers: Rick Engdahl

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

Fights are unfolding for companies in two very different industries: Steel and social media.

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

- Why so many companies want in on U.S. Steel.

- How to factor CEO personality into potential investments

- TikTok’s potential buyers.

Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.

Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN

Host: Mary Long

Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp

Engineer: Rick Engdahl

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

Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?

(00:14) David Meier and Dylan Lewis discuss:

- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.

- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.

- Shake Shack’s new plans to open up 1500 company-owned locations.

(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.

Companies discussed: SONO, MRNA, SHAK, PGNY

Host: Dylan Lewis

Guests: David Meier, Alicia Alfiere, Ricky Mulvey

Producer: Mary Long

Engineer: Rick Engdahl

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

You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.

David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about:

- Why buying and holding works.

- Rational optimism.

- The future of space travel.

Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/

Companies discussed: NVDA, SPOT, AMC, META, RKLB

Host: Ricky Mulvey

Guest: David Gardner

Producer: Mary Long

Engineer: Rick Engdahl

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

Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.

(00:39) Ron Gross and Jason Moser discuss:

- What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture.

- The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.

(19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.

(33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.

Listeners, you can become a member of Stock Advisor at Fool.com/signup

Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY

Host: Dylan Lewis

Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger

Engineers: Rick Engdahl

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

It’s Nvidia’s world, and we’re just living in it.

(00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus:

- All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds.

- The rollout of a digital workforce.

- Why Wall Street shrugged at Nvidia’s announcements.

Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best.

Companies mentioned: NVDA, PYPL

Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/

Host: Mary Long

Guests: David Meier, Jason Moser

Engineer: Rick Engdahl

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

Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers.

(00:14) Nick Sciple and Ricky Mulvey discuss

- The buzz around Monday Night Raw’s debut on Netflix.

- What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table.

- The new “100% margin” opportunities for the WWE.

- Why TKO Group Holdings is one of Nick’s largest personal stock investments.

Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025.

Companies discussed: TKO, NFLX

Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup

Host: “The Cincinnati Cobra” Ricky Mulvey

Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp

Producer: “The Virginia Kid” Mary Long

Engineer: Rick “The Answer” Engdahl

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

If your resolution involves the word “investing,” you’ve come to the right place.

Mary Long talks with a handful of Fools and analysts about:

• Investing origin stories.
• Recommended materials for a DIY investing curriculum.
• Advice for getting started. 

Companies mentioned: DECK, LULU, META, NFLX, RKLB,

Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup

Host: Mary Long

Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey

Engineers: Desiree Jones, Chace Pryzlepa

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

Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.

(00:14) Tim Beyers and Dylan Lewis discuss:

- Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk.

- Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.

- How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint

(16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.

Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD

Host: Dylan Lewis

Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier

Producer:Ricky Mulvey

Engineers: Rick Engdahl

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