Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?
Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss:
Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?
(00:42) Jason Moser and Matt Argersinger discuss:
- The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market.
- Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.
- Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office.
(19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance.
(33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan.
(00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry.
Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here.
When you are the custodian of almost $10 trillion, how much more can you possibly grow?
Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss:
- Why Charles Schwab is welcoming a rate cutting cycle.
- Goldman Sachs’s biggest red flag.
- Bank of America CEO Brian Moynihan’s outlook on the American economy.
Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together.
Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance
Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B
Host: Ricky Mulvey
Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell
Even knowing the headlines, could you predict which way stocks and treasuries would move?
(00:21) Bill Mann and Dylan Lewis discuss:
- SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation.
- Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited.
- A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors.
(17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails.
You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/
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With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus.
Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss:
OpenAI’s latest fundraising round.
“Happiness for everyone” as an investment philosophy.
Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.
(00:42) Jason Moser and Andy Cross discuss:
- Why Jamie Dimon is trying to get investors past the rate story in banking.
- Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy.
- Earnings updates from Delta, Pepsi, and Domino’s.
(19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning.
(32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta.
- Why the Department of Justice may breakup Alphabet.
- If the search giant is a cheap stock.
- Quarterly results from Domino’s and its new mac and cheese offering.
Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies.
For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table.
(00:21) Jason Hall and Mary Long discuss:
Recent earnings from PepsiCo
Various forms of “flation”
WeightWatchers’ foray into the GLP-1 market
Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry.
