Author: The Motley Fool

Big-time institutions are jumping into newly-approved Bitcoin spot ETFs, and that could create trouble for some of the bigger players in crypto.

(00:21) Jason Moser and Matt Argersinger discuss:

- Why there’s so much cash sitting on the sidelines right now, and why it may or may not work back into the market.

- Blackrock and Fidelity getting in on the newly available Bitcoin spot ETFs, and how they could create problems for Coinbase.

- Earnings updates from industry leaders Prologis, Taiwan Semiconductor, Morgan Stanley and Goldman Sachs.

(19:11) Best-selling Author Dan Pink takes ideas from his books and applies them to the modern topics of AI, employee motivation, and what the modern office is really for in an increasingly hybrid world.

(32:12) Jason and Matt break down two stocks on their radar: Globus Medical and RPM International.

Stocks discussed: IBIT, FBTC, COIN, PYPL, PLD, TSMC, MS, GS, RPM, GMED

Host: Dylan Lewis

Guests: Jason Moser, Matt Argersinger, Dan Pink, Shannon Jones

Engineers: Dan Boyd

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Regional banks are facing strong competition in the battle for your dollars.

(00:21) Matt Frankel and Deidre Woollard discuss:

- How new rules could change what you pay in overdraft fees.

- Why banks are socking away money for credit losses.

- The potential advantage for regional banks.

(17:31) Asit Sharma and Mary Long take a medium dive into Paycom and discuss a product that could be too good for its own good.

Companies discussed: TFC, DFS, USB, WFC, PAYC, JPM, PAYX, PCTY, ADP, ORCL

Claim your Epic Bundle discount here: www.fool.com/epic198

Host: Deidre Woollard

Guests: Asit Sharma, Matt Frankel, Mary Long

Producers: Ricky Mulvey, Mary Long

Engineer: Dan Boyd

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The DOJ logs a win against airline consolidation, and Uber takes a sober look at a 2021 acquisition. 

(00:21) Asit Sharma and Dylan Lewis discuss:

- Why JetBlue’s $3.8B acquisition of Spirit Airlines hit a snag.

- Elon Musk’s comp package at Tesla, and what investors should think of his desire to have 25% voting control.

- Uber’s plans to shelve Drizly two years after buying it for $1.1B.

(13:36) Dave Holeman is the CEO of Whitestone REIT, which focuses on open-air retail centers. He talks to Deidre Woollard about why restaurants are the new anchor stores and how shopping habits are changing.

Companies discussed: SAVE, JBLU, TSLA, UBER, WSR

Host: Dylan Lewis

Guests: Asit Sharma, Deidre Woollard, Dave Holeman

Engineers: Dan Boyd

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Earnings season begins again and the big banks lead the way.

(00:21) Ricky Mulvey and Jason Moser discuss:

- The “new” growth engine for Goldman Sachs

- The macro risks that Morgan Stanley highlighted.

- Why the CEO of Adidas gave his cell phone number to 60,000 people.

Plus, (14:20) Robert Brokamp and Alison Southwick open up the member mailbag and answer your questions about investing a lump sum, saving for kids, and ABLE accounts.

Stocks mentioned: GS, MS, ADDYY

Epic Bundle discount link: www.fool.com/epic198

Got a question for the show? Our email is podcasts@fool.com

Host: Ricky Mulvey

Guests: Jason Moser, Alison Southwick, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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Ricky Mulvey caught up with Jules van Binsbergen, a finance professor at the University of Pennsylvania’s Wharton School, to talk about market sentiment, savings goals, and how to prepare for periods with lower rates of return. They also discuss: 

• Disconnects between the real economy and financial markets,
• Whether the US stock market is merely a “lucky survivor,”
• And the dangers of institutional thinking – in investing and academia.

Tickers discussed: NOK, BTC

Host: Ricky Mulvey

Guest: Jules van Binsbergen

Producer: Mary Long

Engineer: Rick Engdahl

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Well capitalized companies are taking higher interest rates in stride.The zombies will have more trouble standing up.

Liz Ann Sonders is the Chief Investment Strategist at Charles Schwab. Deidre Woollard caught up with Sonders to discuss:

- Why investors should pay attention to the S&P 600.

- Cracks in consumer spending.

- The year of efficiency, part two.

- A major tailwind for the economy.

Host: Deidre Woollard

Guest: Liz Ann Sonders

Producer: Ricky Mulvey

Engineers: Tim Sparks, Chace Przylepa

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Twilio’s co-founder and CEO steps down due to activist pressure, and Elliot Management’s $1B stake in Match means changes might be coming.

(00:21) Ron Gross and Emily Flippen discuss:

- The latest inflation numbers and why we shouldn’t bank on rate cuts yet

- Activist investor activity at Twilio and Match Group, and potential plans to take Docusign private.

- Big bank updates, a surprising pop from WD40, and things to watch heading into earnings season.

(19:11) Documentarian Chris Temple talks about his new movie This is Not Financial Advice and how parasocial relationships are impacting what people do with their money and the causes of growing financial nihilism among younger Americans.

(32:46) Ron and Emily break down two stocks on their radar: Despegar and On Holdings.

Stocks discussed: TWLO, MTCH, DOCU, BAC, WFC, JPM, C, WDFC, ONON, DESP

Host: Dylan Lewis

Guests: Ron Gross, Emily Flippen, Mary Long, Chris Temple

Engineers: Dan Boyd

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(00:21) David Meier and Deidre Woollard discuss:

- The macro and micro of job cuts.

- What companies are signaling when layoffs happen.

- If bitcoin is more like an IPO or gold.

(16:46) What is the snap test? Alicia Alfiere and Ricky Mulvey explore this vital way of considering companies.

Companies discussed: CRM, GOOG, GOOGL, AMZN, BLK, RENT, SNAP, NFLX, COST

Claim your Epic Bundle discount here: www.fool.com/epic198

Host: Deidre Woollard

Guests: David Meier, Ricky Mulvey, Alicia Alfiere

Producers: Mary Long, Ricky Mulvey

Engineer: Dan Boyd

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The post-Covid surgery backlog is fueling Intuitive Surgical to strong preliminary earnings results, and the CEO of Burford Capital talks through their unique niche in the legal space.

(00:21) Jason Moser and Dylan Lewis discuss:

- The SEC’s pending decision on crypto spot ETFs and the agency’s X account getting hacked.

- Potential regulations coming for the gig economy and workers that are heavily reliant on companies like Uber, Lyft, and DoorDash.

- An early earnings look for Intuitive Surgical, and why surgery activity has normalized post-COVID.

(12:48) Burford Capital CEO Chris Bogart walks analyst Rich Griefner through the world of legal financing, his company's competitive advantages, and a high-stakes case with Argentina.

Companies discussed: UBER, LYFT, DASH, AMXZN, BUR

Host: Dylan Lewis

Guests: Jason Moser, Rich Griefner,

Engineers: Dan Boyd, Dez Jones

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Crocs investors are expecting slower sales growth this year, but they’re still celebrating.

(00:21) Ricky Mulvey and Bill Barker discuss:

- Boeing’s door plug accident, and what it means for the business.

- Crocs updated sales guidance, and low valuation.

- Why investors seem to always celebrate layoff announcements.

Plus, (13:08) Robert Brokamp and Alison Southwick share some advice for a healthier new year.

Dividends report: www.fool.com/2024dividends

Companies discussed: BA, SPR, CROX

Hosts: Ricky Mulvey, Alison Southwick

Guests: Bill Barker, Robert Brokamp

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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