We talk through the estimated $5B in lost activity across banking, travel, and other industries due to Crowdstrike’s faulty update and the $30B shaved off the company’s market cap.
(00:21) Jason Moser and Matt Argersinger discuss:
- The impact of the global IT outage, where it will show up financially and how Crowdstrike responded.
- Why the market is down on Tesla’s profitability
- How Spotify’s stellar run is continuing and why dividend investors might want to keep an eye on UPS.
(19:11) Motley Fool co-founder and Chief Rule Breaker David Gardner talks with Emily Flippen about his best stock recommendation, some of his best investing lessons and how to make sense of the nascent artificial intelligence space.
(31:18) Jason and Matt break down two stocks on their radar: Twilio and Coupang.
CrowdStrike’s update caused problems and blue screens of death for mission-critical operations across the economy. What does it mean for the cybersecurity company and the access tech providers will have going forward?
(00:21) Tim Beyers and Dylan Lewis discuss:
- The details of the global IT outage over the weekend and CrowdStrike’s response.
- CrowdStrike’s unique root access and whether vendors will continue to be allowed such deep access to customer Windows systems.
- Whether CrowdStrike is worth buying on the sell-off, or if management has something to prove first.
(17:16) President and COO of Kinsale Capital Brian Haney talks Bill Mann through how retail investors can judge financial companies and why insurers have such a tough time in states like Florida.
Companies discussed: CRWD, MSFT, KNSL
Our conversation with Brian Haney was from FoolFest 2024 – members can catch the full interview and everything from our FoolFest digital pass at foolfest.fool.com.
What would you do if you had $10 million in cryptocurrency?
Nathaniel Eliason is the author of Crypto Confidential: Winning and Losing Millions in the New Frontier of Finance. The Motley Fool’s Scott Kassing caught up with Eliason for a conversation about:
- How Eliason’s journey in crypto affected how he thinks about risk.
- Why speculative crypto games were rigged against retail traders.
Liz Ann Sonders is a Managing Director and Chief Investment Strategist at Charles Schwab. The Motley Fool’s Bill Mann interviewed Sonders for our member event FoolFest. This show is a cut of that conversation. They discuss:
- How a deluge of economic information has changed investing.
- What’s happening beneath the surface of broad market indexes.
- The Magnificent Seven and the best performers in the S&P 500.
After a year and a half of the big names pushing the market forwards, some of the smaller companies are starting to go on a run.
(00:21) Bill Mann and Jason Moser discuss:
- The Russell 2000s unusual spike, and why it’s a mix of good news and bad news.
- The Crowdstrike update that grounded planes and the stock this morning, and what it says about cybersecurity overall.
- Earnings updates from Netflix, Domino’s, and Five Below.
(19:10) Cava CEO Brett Schulman spoke at FoolFest 2024 this week – we air a portion of his conversation with analyst Kirsten Guerra about his company’s stellar performance so far as a publicly traded company, how they’ll get to 1,000 locations and what he puts in his bowl when he visits the restaurant.
(33:56) Jason and Bill break down two stocks on their radar: Danaher and Alphabet.
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
