What would you do if you had $10 million in cryptocurrency?
Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about:
- How Eliason’s journey in crypto affected how he thinks about risk.
- Why speculative crypto games were rigged against retail traders.
Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss:
- How a deluge of economic information has changed investing.
- What’s happening beneath the surface of broad market indexes.
- The Magnificent Seven and the best performers in the S&P 500.
After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.
(00:21) Bill Mann and Jason Moser discuss:
- The Russell 2000s unusual spike, and why it’s a mix of good news and bad news.
- The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall.
- Earnings updates from Netflix, Domino’s, and Five Below.
(19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.
(33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet.
The traders are making money and credit card delinquencies are hopefully plateauing.
(00:21) Matt Frankel and Ricky Mulvey discuss:
- Bank of America’s comeback story.
- What big financial institutions are counting on from the Fed.
- Why commercial real estate giant Prologis is getting into the data center business.
Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch.
Companies discussed: BAC, WFC, PLD, DLR
Host: Ricky Mulvey
Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath
Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.
(00:22) Jason Moser and Dylan Lewis discuss:
- Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024.
- Why Alphabet is eying a $23B cybersecurity acquisition.
- Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track.
(16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability.
(1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference.
(7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks.
A correction: The CEO of Kinsale Capital is Michael Kehoe.
Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China.
Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good Character. Good Deeds. Dylan Lewis caught up with Holiday for a conversation about:
- How investors can implement stoic philosophy.
- Why Holiday gave up on marketing spend for his business.
- The cost of getting outside of your comfort zone.
Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about:
How to spot true visionaries.
Missing out on an early investment opportunity in Airbnb.
Whether the AI future will be defined by incumbents or upstarts.
The Fed and big players in the market are keeping an eye on unemployment and the federal deficit too.
(00:21) Ron Gross and Bill Mann discuss:
- How Fed Chair Jerome Powell and Jamie Dimon have more than inflation on their mind when it comes to the interest rate picture – they’re watching unemployment, the federal deficit, and spending.
- Why bank earnings were a bit of a mixed bag, and Delta’s results show the pain may continue for airlines.
- A small acquisition from AMD that could be a big deal in the AI race, and Costco deciding to finally raise the price of its membership tiers.
(19:11) We kick off FoolFest 2024 with a trip into the vault – Motley Fool CEO Tom Gardner with author Malcolm Gladwell in 2014 talking through David and Goliath, the lessons that can be borrowed as we look at small disruptive businesses, and whether titans can hold their lead in major industries.
(34:11) Ron and Bill break down two stocks on their radar: Elf Beauty and Charles Schwab.
