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Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports.
Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders.
And Asit and Jason share two stocks on their radar.
Host: Ron Gross
Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders
Engineer: Dan Boyd
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The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- Why markets are reacting so strongly to the reciprocal tariff announcements.
- How investors can look for opportunities, but “not be a hero” right now.
- Match Group’s new artificial intelligence flirting game.
Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker.
Companies discussed: WINA, MTCH, OTC: NTDOY
Host: Ricky Mulvey
Guests: Nick Sciple, Rick Munnariz
Producer: Mary Long
Engineer: Dan Boyd
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The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- Why markets are reacting so strongly to the reciprocal tariff announcements.
- How investors can look for opportunities, but “not be a hero” right now.
- Match Group’s new artificial intelligence flirting game.
Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker.
Companies discussed: WINA, MTCH, OTC: NTDOY
Host: Ricky Mulvey
Guests: Nick Sciple, Rick Munnariz
Producer: Mary Long
Engineer: Dan Boyd
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“Liberation Day” has arrived.
(00:21) David Meier and Mary Long discuss:
- When we’ll know if the longer-term tariff plan is working.
- How different companies are bracing for impact.
- Tesla’s sales slump.
Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor.
Companies discussed: WMT, TSLA, TXN, TSM
Host: Mary Long
Guests: David Meier, Ricky Mulvey, Jason Hall
Engineer: Dan Boyd
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The market is waiting for more clarity on tariffs. Fund managers are already making moves.
(0:21) Bill Barker and Ricky Mulvey discuss:
- How the market could react to tariff liberation day.
- The impact from current tariffs for Harley Davidson.
- If the motorcycle manufacturer is a value trap.
- OpenAI’s funding round, valuing the hybrid non-profit at $300 billion.
Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances.
Companies discussed: HOG, OTC: SFTBY
Host: Ricky Mulvey
Guests: Bill Barker, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing.
(00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to.
Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy.
To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies mentioned: TSLA, META, AAPL, BLK, NEE
Host: Mary Long
Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
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Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong?
Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss:
Expanding your definition of competition.
Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped.
Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.”
Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI
Host: Ricky Mulvey
Guest: Patrick Badolato
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
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Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering.
Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar.
Host: Ron Gross
Guests: Asit Sharma, Matt Argersinger, Ben Wallace
Engineer: Dan Boyd
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The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The 25% tariffs that the Trump administration announced for imported cars and auto parts.
- How Google is trying to respond to the next era of search.
- Robinhood’s quest to become the everything-finance app.
Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider.
Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future
NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html
Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE
Host: Ricky Mulvey
Guests: Jason Moser, Anthony Schiavone
Producer: Mary Long
Engineer: Dan Boyd
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A discount retailer sheds some branches; a pet supply store picks up a few extra treats.
(00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings.
Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company.
Companies discussed: DLTR, DG, WMT, CHWY, SZL
Host: Mary Long
Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim
Producer: Ricky Mulvey
Engineers: Dan Boyd, Heather Horton
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