Author: The Motley Fool

The answer is probably no, and that’s impacting telecom companies.

(00:21) Ricky Mulvey and Tim Beyers discuss:

- What a longer hardware upgrade cycle means for Verizon.

- If this delay could impact the PC market, and electronics retailer Best Buy.

- Major League Soccer’s record regular season.

- YouTube’s advantages for streaming sports.

Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell.

Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineers: Desireé Jones, Rick Engdahl

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When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.   

(00:22) Jason Moser and Dylan Lewis discuss:

- Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration. 

- What investors can learn from someone focused on tail-risk hedging.

- The peace of mind hedges investors can put in place for their own portfolios 

(19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time. 

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Companies discussed: AAPL, MSFT, NVDA, SONO

Host: Dylan Lewis

Guests: Jason Moser, Mary Long, Asit Sharma

Producer: Mary Long

Engineers: RIck Engdahl

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When a retailer falls, it falls quickly. 

Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.”

- What Les Wexner understood about American consumers.

- The new competition for Victoria’s Secret.

- Lessons for retailers from Abercrombie & Fitch.

Companies discussed: VSCO, ANF

Host: Mary Long

Guests: Lauren Sherman, Chantal Fernandez

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight? 

Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:

• What we can learn from King Charles’ portfolio. 
• The math of winners vs. losers.
• How to think about expected value.

Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks, Austin Morgan

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Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark? 

(00:42) Jason Moser and Matt Argersinger discuss:

- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.

- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs. 

- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.

(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance. 

(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.

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Stocks discussed: TSMC, ASML, NFLX, UBER, EXPE, AMZN, PLD, SEMR, JPM, 

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Bob Stark

Engineers: Tim Sparks, Rick Engdahl

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…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions.

(00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.”

Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape.

Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA

Host: Mary Long

Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey

Engineers: Rick Engdahl, Tim Sparks

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Early is not always better.

(00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry.

Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.

Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

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Companies discussed: ASML, WBA, CVS, ME, GSK

Host: Mary Long

Guests: Jason Moser, Brian Orelli

Producer: Ricky Mulvey

Engineers: Tim Sparks, Rick Engdahl

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When you are the custodian of almost $10 trillion, how much more can you possibly grow?

Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:

- Why Charles Schwab is welcoming a rate cutting cycle.

- Goldman Sachs’s biggest red flag.

- Bank of America CEO Brian Moynihan’s outlook on the American economy.

Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.

Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance

Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B

Host: Ricky Mulvey

Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell

Producer: Mary Long

Engineers: Tim Sparks, Rick Engdahl

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Even knowing the headlines, could you predict which way stocks and treasuries would move?  

(00:21) Bill Mann and Dylan Lewis discuss:

- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.

- Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited.

- A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors. 

(17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.

You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/

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Companies discussed: TSLA, NKE, AAPL, RCL, DIS, CCL

Host: Dylan Lewis

Guests: Bill Mann, Rick Mulvey, Rick Munarriz 

Producer: Ricky Mulvey

Engineer: Desiree Jones, Rick Engdahl

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With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus. 

Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:

• OpenAI’s latest fundraising round.
• “Happiness for everyone” as an investment philosophy.
• The illusion – and reality – of power.

Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance  

Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY 

Host: Ricky Mulvey

Guest: Alok Sama

Producer: Mary Long

Engineer: Desireé Jones

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