Author: The Motley Fool

Diseases become easier to solve. Bureaucracy is simplified. But what will work look like?

OpenAI CEO, Sam Altman, and Anthropic CEO, Dario Amodei, released essays about their visions of what artificial intelligence will bring humanity. Motley Fool Senior Analyst, Asit Sharma, joined Mary Long for a book club style conversation about these visions.

They discuss:

- If building general intelligence is a winner-take-all game.

- How AI advancements could develop in the next decade.

- Lingering questions and worries about the future of superintelligence. 

Read Sam Altman’s “The Intelligence Age” and Dario Amodei’s “Machines of Loving Grace” here. The poem from which Amodei’s essay takes its name is here. 

Companies mentioned: MSFT, GOOG, GOOGL, TSM, META

Host: Mary Long

Guest: Asit Sharma

Producer: Ricky Mulvey

Engineer: Desireé Jones

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The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. 

(00:40) Jason Moser and Bill Mann discuss:

- The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. 

- At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? 

- Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth.

(19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give.

(28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari.

Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE

Host: Dylan Lewis

Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers

Engineers: Rick Engdahl

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Equity analysts in Manhattan have a difficult time imagining the logistics needs in Brazil.

(00:21) Bill Mann and Ricky Mulvey discuss:

- Earnings from MercadoLibre and Celsius.

- The difficult market for energy drink makers.

- Schwab opening up 24 hour trading for stocks.

Companies discussed: MELI, CELH, MNST, SCHW

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Host: Ricky Mulvey

Guest: Bill Mann

Producer: Mary Long

Engineer: Rick Engdahl

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Donald Trump’s 2024 election victory gave investors a swift and decisive read on America’s next president. We sort through the reaction and everything else going on in the market this week.  

(00:20) Asit Sharma and Dylan Lewis discuss:

- The reactions to Donald’s Trump’s 2024 Presidential victory across the crypto, currency, and stock markets. And a reminder as you see Trump Trade headlines for specific sectors and companies.

- Super Micro’s woes, and the outlook for a company with no auditor, no annual report and perhaps soon, no listing exchange.

- Nvidia topping Apple as the most valuable company in the world and heading into the Dow Jones Industrial Average soon. 

- Why Novo Nordisk and Eli Lilly are giving totally different reads on the markets for GLP-1 drugs like Wegovy and Zepbound. 

Companies discussed: BTC, SMCI, NVDA, AAPL, INTC, NVO

Host: Dylan Lewis

Guests: Asit Sharma

Producer: Mary Long

Engineers: Rick Engdahl

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A red hot software company is continuing to impress investors.

(00:21) Ricky Mulvey and David Meier offer up some counter programming for election night. They discuss:

- Palantir’s impressive results.

- Harvard’s “just ok” endowment returns.

- Why individuals have advantages over institutional investors.

- Stories causing them to be rationally optimistic.

Companies discussed: PLTR, ACN, CTSH, VRTX

Host: Ricky Mulvey

Guest: David Meier

Producer: Mary Long

Engineer: Rick Engdahl

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There are a lot of billions on that balance sheet. What might Buffett want to do with all of it?

(00:21) Jason Moser and Mary Long discuss:

- What to make of Berkshire’s latest sells.

- Turnaround ideas for TGI Friday’s.

- Uber’s expanding network.

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Companies discussed: BRK.A, BRK.B, CAVA, UBER, EXPE, TWLO

Host: Mary Long

Guest: Jason Moser

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Some companies drop new products. sweetgreen drops new vegetables. 

Nicolas Jammet is the Cofounder and Chief Concept Officer of sweetgreen, a health-minded fast casual chain with more than 200 locations. Jammet joined Mary Long for a conversation about: 

- The future of automation and eating.

- Creating an “Apple-like” retail experience at a restaurant.

- sweetgreen’s balance between value and growing to become profitable.

Companies discussed: SG

Host: Mary Long

Guest: Nicolas Jammet

Producer: Ricky Mulvey

Engineers: Tim Sparks, Heather Horton

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When faced with the unknown, what’s a Fool to do? Oftentimes, the answer is simple: Just keep buying. 

Ricky Mulvey talks with Fool analysts Matt Argersinger and Alicia Alfiere about:

• What to do when you’re on edge – about investments and life.
• Whether politics matter in investing.
• Stocks they’re buying regardless of who’s in the White House.

The note by Tom Engle that is read at the end of the show is also available here. 

Companies mentioned: EPR, MELI, AMZN, SCHD, HD, BLK, CVX, TXN, LMT, VIG, V, MC

Host: Ricky Mulvey

Guest: Alicia Alfiere, Matt Argersinger

Producer: Mary Long

Engineers: Desiree Jones, Rick Engdahl

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Amazon, Alphabet, and Microsoft are doing their part to drive $200B in AI-related capital expenditures for 2024. They’ll get some of that back in generative AI cloud workloads, but they’ve got a ways to go. 

(00:42) Bill Mann and Matt Argersinger discuss:

- How AI demand is refueling cloud growth at Amazon and Alphabet, but why there’s still some reason to be concerned about the sustainability of that spend.

- Apple continuing to run counter to the rest of big tech with their AI strategy and cap ex approach.  

- Reddit’s first-ever quarterly profit, Atlassian getting its mojo back, and why the red-hot weight loss market didn’t turn into great quarterly results for Eli Lilly.

(19:02) Ahead of the 2024 election, David Gardner offers up his advice for how to keep calm with your portfolio and mindset while the news cycle turns next week. 

(34:37) Bill and Matt break down two stocks on their radar for very different reasons: eBay and Super Micro Computer.

Stocks discussed: AMZN, GOOG, GOOGL, AAPL, RDDT, TEAM, LLY, EBAY, SMCI.

Host: Dylan Lewis

Guests: Bill Mann, Matt Argersinger, David Gardner

Engineers: Rick Engdahl

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If you want to find market-beating stocks, sometimes you have to go where few others are.

(00:15) Jim Gillies and Ricky Mulvey discuss:

- Why the market may be overreacting to Boot Barn’s CEO departure.

- A niche-grocer that’s seen its stock 2x in the past year.

- Finding “growth at a reasonable price.”

Then, (16:44) Larry the Werewolf joins Ricky to take a look at Hershey and offer up his top three favorite candies for Halloween.

Companies discussed: BOOT, SFM, AER, HSY

Host: Ricky Mulvey

Guests: Jim Gillies, Larry the Werewolf

Producer: Mary Long

Engineers: Rick Engdahl, Austin Morgan

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