Author: The Motley Fool

We’ve got some different takes on the state of semiconductors, and continued signs that Netflix is the king of streaming.

(00:21) Tim Beyers and Dylan Lewis discuss:

- ASML’’s surging revenue, and why the key semiconductor company has a different outlook for 2024 than its main customer Taiwan Semi.

- Huge subscriber gains for Netflix, and the metric that shows the company’s streaming supremacy.

- Chipotle’s preparations for “peak burrito.”

(15:00) The trend of stay-at-home is hitting some “eatertainment” companies. Motley Fool Money’s Ricky Mulvey caught up with Fool contributor Rick Munnariz to talk about one arcade company that’s trying to reverse a sales decline. 

Companies discussed: ASML, NFLX, CMG, PLAY, BOWL, MODG

Host: Dylan Lewis

Guests: Tim Beyers, Ricky Mulvey, RIck Munarriz

Engineers:Dan Boyd

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One of the biggest shows on cable is leaving for streaming.

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

 - Netflix’s $5 billion deal with the WWE.

 - Proctor & Gamble’s quarter and write down of Gillette.

 - Why Schwab’s deposit flight isn’t quite breaking the bank.

Plus, (16:12) Robert Brokamp kicks off a two-part interview series with Michael Finke, the Director for the Granum Center for Financial Security at The American College of Financial Services. In part one, they discuss what to consider when planning a withdrawal rate for retirement.

Companies discussed: NFLX, TKO, PG, SCHW

Hosts: Ricky Mulvey, Robert Brokamp

Guests: Bill Mann, Michael Finke

Producer: Mary Long

Engineers: Dan Boyd, Rick Engdahl

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What’s behind this latest rally?

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

- What could impact the recent rally?

- The potential future for Macy’s.

- Sports Illustrated and the value of legacy brands.

(19:27) Deidre Woollard interviews Jamil Khan, Chief Strategy and Small Business Officer at H&R Block on where the tax-preparation company is headed next.

Companies discussed: M, HRB, NYT, AMZN, GOOG, GOOGL, SEDG, SFIX

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

Host: Deidre Woollard

Guests: Jason Moser, Jamil Khan

Producers: Mary Long, Ricky Mulvey

Engineers: Dan Boyd, Kyle Carruthers

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Ed Catmull is a computer scientist – and a force of creativity. He helped bring to life beloved, generation-defining movies like Toy Story, Finding Nemo, Ratatouille, and more. 

Ricky Mulvey caught up with Catmull to discuss: 

• Being in the “business of exponential change” 
• AI’s potential upheaval of the animation industry
• How technology and story advance each other

Tickers discussed: DIS

Host: Ricky Mulvey

Guest: Ed Catmull

Producer: Mary Long

Engineer: Rick Engdahl

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Weight loss drugs are taking center spotlight, but other developing treatments could change how we live. Deidre Woollard caught up with Motley Fool biotech analyst Karl Thiel to discuss:

- Biogen’s next shot at an Alzheimer’s treatment.

- Why companies can’t “muscle their way” into making new molecules.

- How NVIDIA could change drug development. 

- Moderna’s vaccine strategy

Companies discussed: LLY, NVO, GPCR, NVDA, DXCM, NVDA, BIIB, GEHC, MRNA, NVCR, VRTX

Host: Deidre Woollard

Guest: Karl Thiel

Producer: Ricky Mulvey

Engineer: Tim Sparks

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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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