Author: The Motley Fool

Earnings are in full swing! We’ve got updates from the industry leaders in streaming, banking, chips and real estate – but strong numbers aren’t always turning into positive market reactions.

(00:21) Ron Gross and Matt Argersinger discuss:

- Whether investors should be buying Netflix’s “pay attention to this, not that.”

- What Taiwan Semi’s results say about chips and why investors are up on United Health despite the company’s recent cybersecurity issues..

- The state of banking and brokerages, and why the current macro is confusing for everyone, even management at industrial REIT Prologis.

(19:11) Malcolm Ethridge, CFP and author of Financial Independence Doesn't Happen by Accident, walks through money conversations you should be having during financial literacy month and why he’s watching cybersecurity.

(35:42) Ron and Matt break down two stocks on their radar: Five Below and UPS.

Stocks discussed: NFLX, TSMC, UNH, BAC, GS, MS, SCHW, PLD, BUG, CIBR, UPS, FIVE

Host: Dylan Lewis

Guests: Matt Argersinger, Ron Gross, Malcolm Ethridge

Engineers: Dan Boyd, Rick Engdahl

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Are little luxuries are still scoring with consumers?

(00:21) Sanmeet Deo and Deidre Woollard discuss:

- How smartphone and EV demand are impacting Taiwan Semiconductor.

- Japan’s place in the tech race.

- More uses for weightloss drugs.

(13:39) Mary Long and Deidre Woollard explore the allure of the treasure hunt economy.

Companies discussed: FIVE, DLTR, DG, TJX, TSM, ASML, LLY, NVO

Host: Deidre Woollard

Guests: Sanmeet Deo, Mary Long

Producers: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Tim Sparks

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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The boom is on for chip buyers and sellers, but demand is lighter further up the supply chain. And United results showing the skies look friendly for airline stocks. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- Why ASML’s earnings show a slowdown in investment in chip manufacturing.

- United Airlines’ strong quarterly results, and how the airline is handling fleet issues caused by Boeing.

- What to watch from enterprise software companies as they report later in earnings season.

(15:19) Deidre Woollard chats up with Steven Jacobs, the president of online commercial real estate exchange Ten-X, about who is actually buying office buildings right now?

Companies discussed: ASML, UAL, BA

Host: Dylan Lewis

Guests: Tim Beyers, Deidre Woollard, Steven Jacobs

Engineers: Dan Boyd

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Dealmaking is back, and the banks are loving it.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- Why Bank of America’s $1.5 billion in net charge-offs can be forgiven by investors.

- A long comeback for wealth management at Merrill Lynch.

- IMAX’s cash flow story and the future of movie theaters.

Plus, (16:33) Alison Southwick and Robert Brokamp answer listener questions about tracking investments, leveraged shares, and life insurance.

Stocks/tickers mentioned: BAC, MS, IMAX, AMZU, NVDU, SOXL

Host: Ricky Mulvey

Guests: Asit Sharma, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

Got a question for the show? Email us at podcasts@fool.com.

Podcast episode of “The Town” with IMAX CEO Rich Gelfond: https://www.theringer.com/2024/4/11/24126970/hollywood-imax-dependency-movie-theater-sales

Public.com disclosure: A High-Yield Cash Account is a secondary brokerage account with Public Investing, member FINRA/SIPC. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at public.com/disclosures/high-yield-account

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Retail numbers tell the story of a strong consumer.

(00:21) Bill Barker and Deidre Woollard discuss:

- Retail sales numbers and what people are and aren’t buying.

- What drives good numbers for Goldman Sachs.

- Charles Schwab’s bounce-back quarter.

(14:24) David Meier interviews Fluence Energy CEO Julian Nebreda on opportunities in the energy storage industry.

Companies discussed: FLNC, SCHW, GS, HD, LOW, DNUT, PLAY

Host: Deidre Woollard

Guests: Julian Nebreda, David Meier, Bill Barker

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

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You know the saying: keep your friends close, keep your … customers … closer.  

Bill Magnuson is the Chairman, CEO, and co-founder of Braze, a customer engagement platform that works with some of Business’s biggest names. Fool Analyst Tim Beyers caught up with Magnuson for a conversation about:

• Braze’s origin story.
• The power of personalized marketing.
• The company’s latest results, and its plans to create even more value in the future.

Companies discussed: BRZE

Host:Tim Beyers

Guest: Bill Magnuson

Producer: Mary Long

Engineers: Rick Engdahl, Tim Sparks

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Sam Bankman-Fried is heading to prison for 25 years. Bitcoin is nearing an all-time high. What even is crypto anymore?

Zeke Faux is the author of “Number Go Up: Inside Crypto’s Wild Rise and Staggering Fall.” He returns to Motley Fool Money to join Ricky Mulvey for a conversation about:

• FTX’s inevitable decline.
• The resurgence of meme coins, and smaller stories in the crypto space.
• The side effects of creating cryptocurrencies.

Tickers discussed: BTC, META, DOGE, TSCO, GME, AMC, USDT, SLP, WIF

Host: Ricky Mulvey

Guest: Zeke Faux

Producer: Mary Long

Engineer: Rick Engdahl

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Conventional theory says stocks, debt, and hedges shouldn’t all be at highs at the same time – what does it mean for investors?

(00:21) Emily Flippen and Matt Argersinger discuss:

- The latest inflation numbers and whether the Fed will actually cut rates in 2024.

- The oddity of stocks, interest rates, and alternative hedges like commodities all being up at the same time.

- Amazon CEO Andy Jassy’s annual letter, and why Amazon, Meta, and Microsoft are all doing what they can to reduce reliance on Nvidia in AI. .

(19:11) Motley Fool Money’s Deidre Woollard talks with Barbara Kellerman – author of Leadership from Bad to Worse: What Happens When Bad Festers – about bad leaders, and bad followers, and lessons we can borrow from Volkswagon’s emissions scandal.

(28:33) Emily and Matt break down two stocks on their radar: Hershey and Coupang.

Stocks discussed: AMZN, META, MSFT, NVDA, CPNG, HSY

Host: Dylan Lewis

Guests: Emily Flippen, Matt Argersinger, Deidre Woollard, Barbara Kellerman

Engineers: Dan Boyd

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Google is the latest tech company to host a conference full of AI pronouncements.

(00:21) Asit Sharma and Deidre Woollard discuss:

- Why the market is smiling on Alphabet lately.

- How Google’s announcements show the company’s AI ambitions.

- What Blackstone might buy next.

(17:26) Robert Brokamp interviews Steve Chen, the CEO of NewRetirement, on what savers often miss about retirement.

Companies discussed: GOOG, GOOGL, BX, MSFT, AZMN

Host: Deidre Woollard

Guests: Asit Sharma, Robert Brokamp

Producers: Ricky Mulvey, Mary Long

Engineers: Ricky Mulvey, Dan Boyd

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Tawain Semiconductor’s plans for Arizona factories just got a bit bigger.

(00:21) Jason Moser and Deidre Woollard discuss:

- The ambitious plans for U.S. semiconductor growth.

- The challenges of building factories in Arizona.

- If Jamie Dimon is the new Warren Buffett.

(13:18) Deidre Woollard talks with Ron Gross for a look inside the minds of activist investors.

Companies discussed: MTCH, INTC, TSM, JPM

Host: Deidre Woollard

Guests: Ron Gross, Jason Moser

Producers: Mary Long, Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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