Author: The Motley Fool

 Investors soured on the insurance company. But, what happens if the business can become cash flow positive?

(00:21)Yasser El-Shimy and Deidre Woollard discuss:

- Why big trucks might become less popular.

- If slowing EV production makes long-term sense.

- The power demands of artificial intelligence.

(16:17) Matt Frankel and Ricky Mulvey take a look at insurance tech company Lemonade and if it can go from sour to sweet.

Companies discussed: LMND, MET, BYD, GM, F, TSLA, GOOG, GOOGL, CEG

Host: Deidre Woollard

Guests: Yasser El-Shimy, Matt Frankel, Ricky Mulvey

Producer: Ricky Mulvey

Engineers: Rick Engdahl, Dan Boyd

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 chip industry is center stage this week – Intel’s foundry losses now might prove negligible as the world looks to diversify beyond Taiwan. 

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

- The 7.5-magnitude earthquake in Taiwan affecting TSMC and highlighting global dependence on the region for chipmaking.

- Our first look into Intel’s foundry business, and why we’ll probably see more pushes into manufacturing.

- Bob Iger and Disney’s board victory, and where the company should be focused now.

(14:36) An overlooked benefit of AI? Weather prediction. Ricky Mulvey caught up with Spire Global CEO Peter Platzer to discuss the company’s partnership with Nvidia and unique uses for space satellite data.

Companies discussed: TSMC, INTC, DIS, SPIR, NVDA, CAT

Host: Dylan Lewis

Guests: Asit Sharma, Peter Platzer, Ricky Mulvey

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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Value and growth investors don’t need to be at odds. They’re all playing the same game.

(00:21) Jim Gillies and Ricky Mulvey discuss:

- Payments company, Nuvei, going private and the deal's winners and losers.

- A demand shift to hybrid vehicles.

- What Tesla’s deliveries miss means for the carmaker.

(16:39) Robert Brokamp and Alison Southwick take a look at a couple’s real-life finances.

Companies discussed: NVEI, PYPL, ADYE.Y, TSLA

Link to a discounted Stock Advisor subscription: www.fool.com/signup

Host: Ricky Mulvey

Guests: Jim Gillies, Alison Southwick, Robert Brokamp, Tyler Satre, Cristen Oehrig Satre

Producer: Mary Long

Engineers: Dan Boyd, Tim Sparks

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With the market hitting new highs, which stocks can go the distance?

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

- Another big stumble for AT&T.

- Why 3M’s spin-off might be worth watching.

- What’s driving gold prices.

(17:01) Asit Sharma and Ricky Mulvey discuss stocks that can beef up your portfolio, in a special April 1st themed conversation.

Companies discussed: T, SOLV, MMM, UPS, PATH, AMD

Host: Deidre Woollard

Guests: Jason Moser, Ricky Mulvey, Asit Sharma, Erin Karney

Producer: Ricky Mulvey

Engineer: Dan Boyd

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Who better to call on April Fools Eve than our Chief Rule Breaker and Co-founder, David Gardner?

Dylan Lewis caught up with Gardner for a conversation about:

- Loss aversion and Rule Breaker investing

- The 2nd Anniversary of The Motley Fool Foundation.

- And play a special March Madness-themed Market Cap Game Show.

Stocks mentioned: NVDA, AMZN

Host: Dylan Lewis

Guest: David Gardner

Producer: Ricky Mulvey

Engineer: Rick Engdahl

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Tom Vice is the CEO of Sierra Space, a company that’s trying to build an economy in low-Earth orbit (LEO), a mere 250 miles above our heads. Ricky Mulvey caught up with Vice for a conversation about the future of space commercialization. They discuss:

- The magic of microgravity, and its impact on everything from biotech and batteries to chemistry and computing.

- Rent in low-Earth orbit.

- Defense systems and the hope of a space-based “McDonald’s Effect.”

Companies discussed: MRK, PFE, MRNA, NVDA

Host: Ricky Mulvey

Guests: Tom Vice

Producer: Mary Long

Engineer: Dan Boyd

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Boeing CEO David Calhoun is stepping down – who can step in to fix the company’s engineering woes and a culture issues?

(00:21) Emily Flippen and Jason Moser discuss:

- Boeing’s hunt for a new CEO, and the difficulty of shifting company culture.

- Big deals helping Home Depot corner the professionals market and Johnson and Johnson dive deeper into medtech.

- McCormick’s strong earnings, and Amazon’s continued investment in AI.

(19:11) Motley Fool Analyst Sanmeet Deo caught up with Elf Beauty CEO Tarang Amin about the beauty brand’s social strategy and the unconventional ways it’s scooping up market share from older competitors.

(30:39) Jason and Emily break down two stocks on their radar: Masimo and Mastercard.

Stocks discussed: BA, HD, JNJ, MKC, AMZN, ELF, LRLCY, RBLX, AAPL

Host: Dylan Lewis

Guests: Jason Moser, Emily Flippen, Sanmeet Deo, Tarang Amin

Engineers: Dan Boyd

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Home Depot buys a distribution network for landscaping, roofing and pools.

(00:14) Bill Barker and Deidre Woollard discuss:

- Why Home Depot is buying a distribution network.

- The cyclical nature of home remodeling.

- If RH’s lofty goals are attainable.

(13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel

Companies discussed: HD, RH

Claim your Epic discount: www.fool.com/epic

Host: Deidre Woollard

Guests: Bill Barker, Morgan Housel, Daniel Kahneman

Producers: Mary Long, Ricky Mulvey

Engineer: Tim Sparks

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Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard? 

(00:21) Bill Mann and Dylan Lewis discuss:

- The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it.

- Visa and Mastercard’s $30B settlement with merchants over interchange fees. 

- A curious crypto story with Nilam Resources.

(12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less.

Companies discussed: V, MA

Host: Dylan Lewis

Guests: Bill Mann, Deidre Woollard, Kara Swisher

Engineers: Dan Boyd

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The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold.

(00:21) Nick Sciple and Ricky Mulvey discuss:

- How the settlement could impact realtors and traditional brokerages.

- The potential effect on Redfin’s growth story.

- Why CoStar may be a winner in the shake-up.

Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family.

Link to receive the “3 Dividend Stocks” report: www.fool.com/2024dividends

Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP

Host: Ricky Mulvey

Guests: Nick Sciple, Robert Brokamp, Alison Southwick

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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