Author: The Motley Fool

What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture capitalists, crypto traders – to find out. 

Silver joins Ricky Mulvey for a conversation about expected value, Presidential polling, and risk. They also discuss: 

• Why Adam Neumann keeps getting money.
• DraftKings’s surcharge for winning bets.
• Why bubbles are bigger in meme-ified worlds.

Companies mentioned: DKNG, MSFT 

Host: Ricky Mulvey

Guest: Nate Silver

Producer: Mary Long

Engineer: Dez Jones, Chace Pryzlepa

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The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of?

(00:21) Jason Moser and Emily Flippen discuss:

- The market’s dip earlier this week and whether its business-as-usual or cause for concern.

- Anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation. 

- Earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart

(19:11) Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors.

(31:38) Jason and Emily break down two stocks on their radar: Roku and Home Depot.

Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD

Host: Dylan Lewis

Guests: Emily Flippen, Jason Moser, Bill Mann

Engineers: Dan Boyd

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Wall Street may be missing something about Toast.

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

- Toast’s quarter, and move into convenience stores.

- Shopify’s impressive profitability.

- What could put a damper on the e-commerce platform’s growth story.

Then, (19:30) Mary Long and Asit Sharma discuss how to write an investment thesis.

Epic members: Here's where you can access Epic Opportunities and link your premium Motley Fool account with your Spotify account.

And here's the show's home on Spotify

Companies discussed: TOST, SHOP, LRCX

Host: Ricky Mulvey

Guests: Tim Beyers, Mary Long, Asit Sharma

Engineers: Dan Boyd

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(00:21) Kirsten Guerra and Mary Long discuss:

- Why SuperMicro stock is down bad after boasting nearly 150% revenue growth.

- Whether Airbnb's slump is due to a company problem or a macro one.

-The importance of celebrating wins, even when you’ve got losses.

Then, at (15:59), Rick Munarriz and Ricky Mulvey take a look at Roku, and what needs to happen for the company to finally turn a profit.

Companies mentioned: SMCI, NVDA, META, ABNB, AXON

Host: Mary Long

Guests: Kirsten Guerra, Rick Munarriz, Ricky Mulvey

Engineers: Dan Boyd, Austin Morgan

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Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- Being a buyer of stocks when others are forced to sell.

- Signs that the economy is fraying, and reasons not to panic.

- Celsius’s quarter.

Plus, (17:51) Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security.

Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY

Learn more about the Range Rover Sport at www.landroverusa.com

Epic members: Here's where you can to access Epic Opportunities and link your premium Motley Fool account with your Spotify account to access these episodes.

And here's the show's home on Spotify.

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

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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There was a lot of red across the market today, and very little of it had to do with the performance of companies sitting in investor brokerage accounts. 

(00:21) Jason Moser and Dylan Lewis discuss:

- The carry trade with the Japanese yen, and how its affecting stocks in the Nikkei and around the world.

- Whether investors should be paying attention to Warren Buffett’s cash position

- Some keep calm and carry on advice for weathering whatever the market has in store for us.

(16:04) Can the Olympics get Nike back on track? Motley Fool contributor Lou Whiteman joins Mary Long to discuss why investors have soured on Nike and whether the company can regain its step.

Motley Fool premium members can catch Bill Mann's breakdown of the Japanese market and carry trade here.

Companies discussed: AMZN, NVDA, AAPL, BRK.A, BRK.B

Host: Dylan Lewis

Guests: Jason Moser, Mary Long, Lou Whiteman

Producer: Ricky Mulvey

Engineers: Austin Morgan, Dan Boyd

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After last weekend, Marvel movies have grossed over $30 billion worldwide. Where does the franchise go from here?

Dave Gonzales is a co-author of “MCU: The Reign of Marvel Studios” and a return guest to Motley Fool Money. He joins Ricky Mulvey for a conversation on what the latest Deadpool movie means for the state of Disney’s Marvel Cinematic Universe. They also discuss:

• Ike Perlmutter’s attempt to oust Bob Iger
• Bubbles in comics, movies, and franchises
• Takeaways from Deadpool’s $400+ million opening weekend

Heads up: at (18:05), spoilers for Deadpool abound! If you haven’t watched yet and want to, save this part of the show for once you’re back from the theater. 

Companies mentioned: DIS

Host: Ricky Mulvey

Guest: Dave Gonzales

Producer: Mary Long

Engineer: Tim Sparks

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Within the Pentagon, there’s an elite unit dedicated to bringing Silicon Valley innovation to slow-moving Washington. It’s called Unit X. 

Chris Kirchoff and Raj Shah are the two men who built that unit. They join Ricky Mulvey for a conversation on the changing defense landscape and what it’s like to bring a venture capital mindset to bureaucrats. They also discuss:

• What it’s like to disrupt Washington’s “primes”
• Supersonic drones, EVOTLs, and 
• How investors and lawmakers can distinguish “statistical techniques” from genuine AI

Companies mentioned: NOC, BA, GOOG, GOOGL, JOBY, PLTR, TSM

Host: Ricky Mulvey

Guest: Christopher Kirchoff, Raj Shah

Producer: Mary Long

Engineer: Tim Sparks

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Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.

(00:21) Ron Gross and Matt Argersinger discuss:

- Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024.

- Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders.

- Why Apple and Meta are holding up well during a tough earnings season for big tech.

- Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.

(31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.

Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI

Host: Dylan Lewis

Guests: Ron Gross, Matt Argersinger

Engineers: Dan Boyd

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Someone’s gotta make ‘em, and someone’s gotta buy ‘em.

(00:21) Asit Sharma and Mary Long look at earnings from companies on either end of the AI spending spree. They also discuss:

- whether you should fall in love with companies

- AMD’s data center business

- Meta’s “special treatment”

Then, (18:08) Karl Thiel and Ricky Mulvey look at Dexcom, a medical device manufacturer that’s fallen out of favor with Wall Street.

Companies mentioned: AMD, NVDA, META, DXCM, ABT, MDT, ISRG, NVCR

Host: Mary Long

Guests: Asit Sharma, Karl Thiel, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Dan Boyd, Tim Sparks

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