Author: The Motley Fool

The traders are making money and credit card delinquencies are hopefully plateauing.

(00:21) Matt Frankel and Ricky Mulvey discuss:

- Bank of America’s comeback story.

- What big financial institutions are counting on from the Fed.

- Why commercial real estate giant Prologis is getting into the data center business.

Then, (17:58) Motley Fool contributor Rachel Warren interviews Dhruv Nagrath, a director at Blackrock, about fixed income trends for investors to watch.

Companies discussed: BAC, WFC, PLD, DLR

Host: Ricky Mulvey

Guests: Matt Frankel, Rachel Warren, Dhruv Nagrath

Producer: Dylan Lewis

Engineers: Desiree Jones, Kyle Carruthers

Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet eyes its biggest acquisition of all time in Wiz, and a struggling retailer’s outlook gets worse – but it might be a buying opportunity for investors.  

(00:22) Jason Moser and Dylan Lewis discuss:

- Retirement lessons and a reminder to ignore the exogenous from our colleagues at FoolFest 2024. 

- Why Alphabet is eying a $23B cybersecurity acquisition.

- Five Below’s stock going on sale, and whether new leadership can put the struggling retailer back on track. 

(16:25) Alison Southwick and Brian Feroldi continue their summer school series, running through the financial metrics that can help investors understand a company's valuation and one less common ratio that can tell you a lot about profitability.

Companies discussed: GOOG, GOOGL, FIVE, AAPL, NVDA, MSFT

Host: Dylan Lewis

Guests: Jason Moser, Alison Southwick, Brian Feroldi

Producer: Ricky Mulvey

Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re picking CEOs for investors to watch.

(1:01) Recorded live at FoolFest 2024, Bill Mann, Asit Sharma, and Ricky Mulvey discuss earnings from Charles Schwab and their takeaways from the conference.

(7:50) Then, they draft their favorite CEOs in the following categories– capital allocation, growth stories, turnarounds, and wildcard picks.

A correction: The CEO of Kinsale Capital is Michael Kehoe.

Companies discussed: SCHW, OTC: CNSWF, ANET, WINA, KNSL, AMD, TTD, IBM, PEP, OTC: ADDYY, RKLB, ORCL, JPM

Host: Ricky Mulvey

Guests: Bill Mann, Asit Sharma, Erick DeVore

Engineers: Desiree Jones, Michael Towers of Marx Productions

Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re on with members in Washington DC looking ahead at some of the major themes of the market in 2024 and looking back at a decade of FoolFests. 

(0:49) Matt Argersinger and Andy Cross discuss:

- Why dividends and some specific market indicators are in focus at FoolFest.

- What to watch as earnings season picks up – Netflix’s metrics game, and whether spend returns for big-ticket items at Home Depot. 

- Some of our favorite memories from a decade of FoolFests and a few trivia questions to revisit Fool stocks and the market over a 10-year period. 

Companies discussed: NFLX, HD, PLD, BABA, HUBS, NVDA, ANET, PANW, MELI

Host: Dylan Lewis

Guests: Matt Argersinger, Andy Cross

Engineer: Desiree Jones

Learn more about your ad choices. Visit megaphone.fm/adchoices

Steve Jobs was famous for his micromanagement, but he never visited Apple’s manufacturing plants in China. 

Ryan Holiday is a best-selling author and a student of stoic philosophy. His latest book is Right Thing, Right Now: Good Values. Good Character. Good Deeds. Dylan Lewis caught up with Holiday for a conversation about:

- How investors can implement stoic philosophy.  

- Why Holiday gave up on marketing spend for his business.

- The cost of getting outside of your comfort zone. 

Company mentioned: AAPL

Host: Dylan Lewis

Guest: Ryan Holiday

Producer: Ricky Mulvey

Engineer: Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

Mike Maples is a co-founding partner at the venture capital firm, Floodgate. He’s also the author of the new book, “Pattern Breakers: Why Some Start-Ups Change the Future.” Alex Friedman caught up with Maples for a conversation about:

• How to spot true visionaries.
• Missing out on an early investment opportunity in Airbnb.
• Whether the AI future will be defined by incumbents or upstarts.

Companies mentioned: AMZN, LYFT, OKTA, CHGG, AAPL, MSFT

Host: Alex Friedman

Guest: Mike Maples, Jr.

Producer: Mary Long

Engineers: Dez Jones, Tim Sparks

Learn more about your ad choices. Visit megaphone.fm/adchoices

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 

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

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

Learn more about your ad choices. Visit megaphone.fm/adchoices

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/

Learn more about your ad choices. Visit megaphone.fm/adchoices