Author: The Motley Fool

Inflation is closer to the Federal Reserve’s target. Restaurant employment is back to pre-pandemic levels. Maybe the economy is landing softly.

(00:21): Ricky Mulvey and Asit Sharma discuss:

 - What lower inflation means for stock investors.

- Sticky housing prices.

 - Home Depot’s quarter and sales decline.

 - What softer spend on big-ticket purchases means for Trex.

 Plus, (13:32) Alison Southwick and Robert Brokamp air some economic grievances discounts, shrink, and dynamic pricing.

 Companies discussed: HD, TREX, AAPL, COST

 Stock Advisor discount: www.fool.com/mfmdiscount

 Hosts: Ricky Mulvey, Alison Southwick

 Guests: Asit Sharma, Robert Brokamp

 Engineers: Dan Boyd, Rick Engdahl

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Monday.com’s earnings are part of what seems to be a good time to be a tech platform serving other businesses.

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

- The evolving climate for business-to-business platforms.

- What tech companies need to consider as they hit profitability.

- If Monday.com will be the acquirer or the acquired.

(19:51) Rob Bates and Deidre Woollard discuss the challenges jewelers face as they roll into their big season.

Claim your free five stock recommendations here: www.fool.com/dividends

Companies discussed: MDNY, CRM, HUBS, SIG

Host: Deidre Woollard

Guests: Rob Bates, David Meier

Producers: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Chace Przylepa

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You may be asking the wrong question about the future – it’s not what it looks like, but what it sounds like. 

Tobias Dengel is the President of WillowTree, a TELUS International Company, that specializes in digital product design and development. He’s also the author of “The Sound of the Future: The Coming Age of Voice Technology.” Ricky Mulvey caught up with Dengel to discuss:

• What Alexa and Siri get wrong about voice interaction,
• Secret leaders in voice technology,
• And the next battle in the cybersecurity arms race.

Tickers discussed: MCD, SG, AMZN, APPL, GOOG, MSFT, META, NVDA, TU

Host: Ricky Mulvey

Guest: Tobias Dengel

Producer: Mary Long

Engineer: Rick Engdahl

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Here at the Motley Fool, we like our individual stocks. But – what if we’re wrong? 

Jonathan Berk is a professor of finance at the Stanford Graduate School of Business and co-host of the podcast “All Else Equal: Making Better Decisions.” Ricky Mulvey caught up with Berk to discuss – and debate – the merits of individual stock investing. They also talk about:

• The ripple effects of decision-making,
• Whether short-term investing deserves its bad reputation,
• And the time horizon needed to differentiate between luck and skill. 

Tickers discussed: CMG, NFLX, NVDA, MCD

Host: Ricky Mulvey

Guest: Jonathan Berk

Producer: Mary Long

Engineer: Rick Engdahl

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Studios struck a deal with actors and now the content engine can start back up again, but will Hollywood be tighter with its spend?. 

(00:11) Emily Flippen and Andy Cross discuss:

• SAG-AFTRA’s deal with the film and tv industry, Disney’s deal to buy the rest of Hulu, and Warner Brothers Discovery’s “generational disruption.”
• The Trade Desk’s warning about ad markets, and DataDog showing healthy signs in cloud spend.
• How Adyen is learning how to better play the expectations game.

(19:02) Motley Fool Contributor Lou Whiteman spoke with Brad Jacobs, former CEO of XPO Logistics, about embracing a problem, how a short-seller targeting his company led to a great capital allocation decision, and other lessons from his book How to Make a Few Billion Dollars.

(31:14) Emily and Andy break down two stocks on their radar: Axon and Gartner.

Stocks discussed: DIS, WBD, TTD, DDOG, ADYEY, CPNG, XPO, LLY, IT, AXON

Host: Dylan Lewis

Guests: Emily Flippen, Andy Cross, Lou Whiteman, 

Engineers: Rick Engdahl, Annie Pope

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Actors are headed back to work as streamers seek to monetize viewers.

(00:20) Bill Barker and Deidre Woollard discuss:

- The long-term impact of Hollywood’s strikes.

- Linear television’s fading ad value.

- The value of sports entertainment.

(17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount

Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard

Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker

Producers: Ricky Mulvey, Mary Long

Engineers: Dan Boyd, Rick Engdahl

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To stop some bad behavior, sometimes you have to stop letting people do other stuff too.

(00:14) Bill Mann and Dylan Lewis discuss:

• South Korea banning borrowing shares to address issues with illegal naked short selling.
• Robinhood “normalizing” and becoming a little Buffett-like with its interest income.
• The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks.

(16:26) Mary Long caught up with Adecco Staffing's Senior Vice President Amy Glaser for a look at holiday hiring trends and rising part-time work.

Check out our Stock Advisor Dividend Report at: www.fool.com/dividends 

Companies discussed: HOOD, TOST

Host: Dylan Lewis

Guests: Bill Mann, Mary Long, Amy Glaser

Engineers: Rick Engdahl, Dan Boyd

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The fond expectancy of venture capital has turned into the hard facts of private equity. 

(00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bankruptcy, and the knock on effects. -Economic takeaways from Bill's trip to Africa.

Plus, (13:51) Robert Brokamp and Alison Southwick check in on how Americans are saving.

Companies discussed: UBER, WE

Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Mann, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl

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With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market?

(00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance.

(21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks.

Claim your dividend report here: www.fool.com/dividends

Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN

Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd

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What does it mean if history is just the same movie, playing over and over? 

Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss:

• The not-so-helpful side effect of having fewer economic downturns
• Why true optimists believe that the future is messy
• Cautionary tales from companies that “got too wide”
• And what Warren Buffett understands about storytelling.

Tickers discussed: MSFT, GM, APPL, SSU, BRK.A, BRK.B

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Premium Motley Fool US members can check out the latest “Mindset with Morgan Housel” episode here.

Host: Dylan Lewis Guest: Morgan Housel Producer: Mary Long Engineer: Rick Engdahl

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