Author: The Motley Fool

(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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It’s Canada Day! We celebrate our neighbor to the north with a mid-year check on the state of Canada’s stock market. 

(00:21) Jim Gillies and Dylan Lewis discuss:

- How the TSX stacks up to the S&P 500 so far in 2024.

- Why investor apathy in Canada is creating some low valuations and great buying opportunities.

- Two Canadian stocks to watch: MTY Brands and Kit’s Eyewear

Companies discussed: BMO, BNS, RY, ENB, SHOP, MTY, KITS

Host: Dylan Lewis

Guests: Jim Gillies

Producer: Ricky Mulvey

Engineers: Dan Boyd

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Nicola Twilley is the author of “Frostbite: How Refrigeration Changed Our Food, Our Planet, and Ourselves” and the co-host of Gastropod. Ricky Mulvey caught up with Twilley for a conversation about:

- The cold chain and our economy.

- Finding investment opportunities inside of refrigerators.

- And one reason why Unilever gave up on ice cream.

- A new technology changing how we eat fruits and vegetables.

Companies mentioned: COLD, WMT, UL, YUMC

Host: Ricky Mulvey

Guest: Nicola Twilley

Producer: Mary Long

Engineers: Desiree Jones, Chace Pryzlepa

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What is it worth? Why? 

Ricky Mulvey caught up with Motley Fool Canada’s Jim Gillies for a conversation about how retail investors can value stocks and why they have an advantage over institutional traders. They discuss:

- The difference between price and value.

- What financial metrics can and can’t tell investors.

- The valuation case for a sporting goods retailer.

Companies mentioned: AAPL, OTC: WIPKF, MEDP, ASO, DKS, ADDYY, SFM

Host: Ricky Mulvey

Guest: Jim Gillies

Engineer: Tim Sparks 

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Amazon joins the likes of Microsoft, Apple, Nvidia and Alphabet above $2T. Who is least likely to stay there?

(00:21) Jason Moser and Bill Mann discuss:

- Tips for playing the long game with the 2024 election cycle ramping up

- Amazon joining the $2T club, and which member is most likely to experience a big fall.

- Disappointing earnings for Walgreen’s and Nike, while McCormick keeps business zesty.

(19:11) Author Nicola Twilley talks about her new book Frostbite, the development of modern refrigeration, and what its evolution can teach us about the development of other technologies today.

(31:22) Jason and Bill break down two stocks on their radar: Disney and Itron.

Stocks discussed: AMZN, RMD, WBA, NKE, NVDA, DIS, ITRI

Host: Dylan Lewis

Guests: Jason Moser, Bill Mann, Nicola Twilley, Ricky Mulvey

Engineers: Tim Sparks, Dan Boyd

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