Author: The Motley Fool

When Silicon Valley Bank collapsed, $43 billion left its doors in one afternoon, or $1 million every second. How has the banking landscape changed since then?

Motley Fool Senior Analyst Bill Mann caught up with Chip Mahan, CEO of Live Oak Bank. They discuss:

- The breakdown of communication between regulators and Silicon Valley Bank - How Live Oak Bank is differentiating itself from larger institutions - Why traditional banks may face margin issues in the “not too distant future” 

Companies discussed: LOB, JPM

Host: Bill Mann Guest: Chip Mahan Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks

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A new technology won’t go far unless it solves a migraine-level problem. 

Motley Fool Live’s “This Week in Tech” co-hosts Tim Beyers and Tim White discuss:

- How investors can think about adoption lifecycles and tech investments - Where generative AI lands on the hype cycle - One key sign that a new product has “crossed the chasm” for widespread adoption - ChatGPT’s “nice to haves”

Companies discussed: IT, AAPL, MDB, HUBS

Host: Tim Beyers Guest: Tim White Producer: Ricky Mulvey Engineer: Rick Engdahl

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Will mixed reality win out over virtual reality? And is crypto a security? 

(00:21) Jason Moser and Matt Argersinger discuss: - Apple’s Vision Pro headset and the company’s new focus on spatial computing. - How the offering stacks up to Meta’s Quest products. - The SEC’s suit against Coinbase and Binance, and what it means for crypto.

(19:11) Deidre Woollard speaks with Wall Street Journal reporter and author Katherine Clarke about the business of New York real estate and her new book Billionaire’s Row.

(33:06) Jason and Ron discuss the PGA/LIV partnership and two stocks on their radar: Adobe and Oxford Industries.Stocks discussed: AAPL, META, COIN, DOCU, SFIX, TTN, MTN, ADBE, OXM

Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Katherine Clarke, Deidre Woollard Engineer: Dan Boyd

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GameStop’s CEO is out and Spotify is shaking up its podcast strategy.

(00:20) Deidre Woollard and Bill Barker discuss: - Why the market isn’t quite certain about Ryan Cohen’s new role at GameStop. - If GameStop can move beyond meme status and find new growth. - Spotify’s layoff’s and what it signals about its strategic shift.

(11:40) Asit Sharma talks to former Snowflake CEO Bob Muglia on his new book The Datapreneurs, what Microsoft got wrong about the internet, and where AI could take us next. Companies discussed: MSFT, GME, SPOT, SNOW

Host: Deidre Woollard Guests: Bill Barker, Asit Sharma, Bob Muglia Producer: Ricky Mulvey Engineer: Rick Engdahl

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The pressure on commercial real estate borrowers is amping up, but so is insider buying at the regional banks lending them money. 

(00:15) Bill Mann and Dylan Lewis discuss:

• How rising rates and low occupancy rates continue to put pressure on interest-only commercial real estate borrowers.
• The follow-on effects that could hit regional banks.
• Why insiders at regional banks are buying up shares despite the pessimism. 

(13:27) Ricky Mulvey talks with CNBC host Melissa Lee to talk about the new documentary "Making of the Meme King" and why founding a company is much different than turning one around. 

Companies discussed: LOB, CHWY, GME, BBBY, BABA

Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Melissa Lee Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd

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Some cryptocurrency platforms are finding it hard to allegedly operate an “unlicensed securities exchange in the USA, bro.”

(00:21) Ricky Mulvey and Nick Sciple discuss: - Apple’s Vision Pro Product, its biggest product launch in a decade. - How Apple's hardware strategy differs from Meta. - The Vision Pro’s possibilities and limitations. - The SEC’s complaint against Coinbase.

Plus, (13:32) Alison Southwick and Robert Brokamp discuss how to plan for a healthier retirement. Companies discussed: AAPL, META, COIN

Article discussed: https://www.wsj.com/articles/apple-vision-pro-i-tried-the-new-mixed-reality-headset-f49a8811

Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Engineers: Dan Boyd, Rick Engdahl

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The Directors Guild’s deal shows just how much the entertainment industry sees AI as a theat.

(00:21) Jason Moser discusses: - What a potential Directors Guild deal means for entertainment. - The challenges facing streamers as they look for more ways to profit from content. - Whether or not Apple can take headsets out of their gaming niche.

(16:36) A simple pack of casino playing cards leads Ricky Mulvey and Asit Sharma on an exploration of how old products can become new again.

Companies discussed: SNPS, META, AAPL, NFLX,DIS,WBD, PARA

Host: Deidre Woollard Guests: Jason Moser, Asit Sharma Producer: Ricky Mulvey Engineer: Dan Boyd

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If you didn’t have a reliable supply of electricity, what would you do to secure it?

Robert Bryce is the author of “A Question of Power: Electricity and the Wealth of Nations” and the writer of an eponymous Substack. Motley Fool Senior Analyst Nick Sciple caught up with Bryce to discuss: 

- Why more countries are turning to coal - The challenges of building a reliable green energy grid - The resurgence of interest in nuclear energy - Supply chain issues for electric car batteries 

Company mentioned: SMR

Host: Nick Sciple Guest: Robert Bryce Producer: Ricky Mulvey Engineer: Dan Boyd

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Low Earth orbit now has some real estate problems. 

Deidre Woollard caught up with Ashlee Vance, author of “When the Heavens Went on Sale: The Misfits and Geniuses Racing to Put Space Within Reach.” They discuss: 

- The new business opportunity in clearing space junk - How a self-taught engineer created a commercially successful rocket company - The massive trade-offs that space companies make by going public

Companies discussed: RKLB, SPCE

Host: Deidre Woollard  Guest: Ashlee Vance Producer: Ricky Mulvey  Engineer: Rick Engdahl

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Americans are thinking twice before pulling out their wallets, but it’s not affecting retailers equally. 

(00:21) Ron Gross and Emily Flippen discuss: - The debt ceiling resolution, and updates on employment and consumer debt. - Why Chewy and Five Below continue to see strong results while other retailers are seeing consumer spending slow down. -  The numbers behind MongoDB’s blowout earnings release.

(19:11) Scott Kassing talks through three high-conviction stock ideas with Sandhill Investment Management’s Richard Ryskalczyk.

(32:49) Emily and Ron discuss Lululemon’s strong earnings report and two stocks on their radar: Compass Minerals and Veeva Systems.

Stocks discussed: M, CHWY, FIVE, DG, MDB, LULU, CMP, VEEV

Host: Dylan Lewis Guests: Emily Flippen, Ron Gross, Richard Ryskalczyk, Scott Kassing Engineer: Dan Boyd, Tim Sparks

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