Author: The Motley Fool

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.

Stocks discussed: JPM, WFC, DAL, AMD, NVDA, COST, ELF, SCHW

Host: Dylan Lewis

Guests: Bill Mann, Ron Gross, Tom Gardner, Malcolm Gladwell 

Engineers: Steve Broido 

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Fed Chair Jerome Powell is keeping tabs on commercial real estate.

(00:21) Asit Sharma and Ricky Mulvey discuss stress in the CRE market, Delta’s quarter, and Tesla’s 50% run-up over the last month.

Then, (16:23) we play an audio-only version of “Scoreboard” from Fool Live, our member’s only livestream. Anand Chokkavelu hosts Lou Whiteman and Rick Munarriz to break down AT&T.

Companies mentioned: DAL, VLY, TSLA, GOOG, GOOGL, HUBS, T, CCI

Check out our sponsor at www.rangeroverusa.com

Host: Ricky Mulvey

Guests: Asit Sharma, Anand Chokkavelu, Lou Whiteman, Rick Munarriz

Producer: Mary Long

Engineer: Desiree Jones, Michael Schweitzer, Brandon Gentry

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The market may be overvalued, but some stocks are underpriced.

(00:21) Tim Beyers and Mary Long talk about whether we’re in an AI bubble, lofty tech valuations, and what an unchecked Sam Altman might mean for the rest of us.

Then, (17:28) Sanmeet Deo and Ricky Mulvey discuss energy drinks as investments, and whether Monster or Celsius deserves the title of top dog.

Companies discussed: CRWD, PANW, MSFT, MNST, CELH

Host: Mary Long

Guests: Tim Beyers, Ricky Mulvey, Sanmeet Deo

Engineers: Dan Boyd, Tim Sparks

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A couple of weeks ago, Skydance Media’s offer to buy Paramount looked like it was dead. Now, both companies have a joint press release announcing the deal.

(00:21) Jason Moser and Ricky Mulvey discuss:

- What Skydance Media is getting in the Paramount deal.

- Why Netflix is winning the streaming wars.

- Questions that investors should ask before putting money in a turnaround story.

Then, (15:58) Alison Southwick and Brian Feroldi kick off their summer school series with a history class on markets.

Companies discussed: PARA, NFLX, DIS, PYPL

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

Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Brian Feroldi

Engineers: Dan Boyd, Desiree Jones

David Ellison interview on “The Town”: https://podcasts.apple.com/us/podcast/skydances-david-ellison-on-his-plans-for-paramount/id1612131897?i=1000661591016

Brian Feroldi’s newsletter: https://longtermmindset.co/newsletter/

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(00:21) Asit Sharma and Dylan Lewis discuss:

- How the airline industry’s focus on capacity and being able to supply more flights means fares are low, even in the face of record demand.

- Eli Lilly’s $3.2B acquisition of Morphic, why it’s interested in the inflammatory bowel disease markets, and a few risks to keep in mind for the high-flying provider of weight-loss drugs.

(14:39) Fool analyst Kirsten Guerra talks with Mary Long about her investing journey, and a career pivot that took her from rocks to stocks.

Companies discussed: DAL, UAL, AAL, JBLU, LUV, LLY, MORF

Host: Dylan Lewis

Guests: Asit Sharma, Kirsten Guerra, Mary Long

Producer: Ricky Mulvey

Engineers: Dan Boyd

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What happens to a publisher when an AI personal assistant can just give you the news?

Jim VandeHei is the CEO of Axios, the co-founder of Politico and the author of Just the Good Stuff. Mary Long caught up with VandeHei for a conversation about:

• The “aha” moment that created Politico.
• How AI changes our relationship with information.
• Practicing good times paranoia and bad times optimism.
• The case for teaching kids how to play poker.

Companies mentioned: ABNB, JPM

Host: Mary Long

Guest: Jim VandeHei

Producer: Ricky Mulvey 

Engineers: Desiree Jones, Austin Morgan

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Reagan knew how to budget. Jefferson knew how to party.

Megan Gorman is the author of the upcoming book, “All the Presidents' Money: How the Men Who Governed America Governed Their Money.” Gorman is also the founding partner of Chequers Financial Management Robert Brokamp caught up with Gorman for a conversation about:

- What FDR, a “bit of a trust fund kid,” did if he needed money.

- How Ronald Reagan’s humble beginnings impacted his finances.

- Why a Great Depression president was a great investor.

Host: Robert Brokamp 

Guest: Megan Gorman

Producer: Ricky Mulvey

Engineer: Tim Sparks

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It’s our mid-year review show! We talk through the market’s strong start in 2024, how it’s being driven by the big names, and where the deals might be.

(00:21) Jason Moser and Matt Argersinger discuss:

- Why the market is up, but top-heavy in 2024, and the types of stocks currently trading at a discount to big tech.

- Four defining themes of the year so far: AI, interest rates, next-gen tech, and the pivot to value for consumers. 

- The state of real estate, and why low supply means prices may stay high in residential for a long time, even in spite of high rates.

(31:01) Matt and Jason break down two stocks on their radar: ABM Industries and Rubrik.

Stocks discussed: NVDA, MSFT, AAPL, ABM, RBRK

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger

Engineers: Dan Boyd

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I don’t know, what’s up with you?

Jason Moser and Mary Long discuss Tesla’s delivery numbers, how personal care companies are dealing with declining sales, and a mattress merger that might not come to be.

Read the Bloomberg article mentioned here.

Companies discussed: TSLA, TPX

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Dan Boyd

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This investor is not a cat, though.

Asit Sharma and Ricky Mulvey discuss Chewy becoming a meme stock, Cedar Fair and Six Flags merging into one company, and headlines from 2029.

Companies discussed: CHWY, SIX, FUN, AMZN, WMT

Host: Ricky Mulvey

Guest: Asit Sharma

Producer: Mary Long

Engineer: Tim Sparks

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