Author: The Motley Fool

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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Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value? 

Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation

Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT

Link to Fool Message Boards + Classroom Podcast Discussions

Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope

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We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing.

(00:19) Ron Gross and Matt Argersinger discuss:

• Why interest rate and unemployment news helped stocksthis week.
• Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders.
• Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles. 

(18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors.

(34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics.

Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX

Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl

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PayPal’s new CEO debuted with some heat. 

(00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.”

Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast.

Stock Advisor discount link: www.fool.com/mfmdiscount

Companies discussed: PYPL, ABNB, TOST, ORCL

Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl

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Housing is expensive, rates are high, but the cut going to agents might be going down. 

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

- The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy. 

(16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices.

Companies discussed: RDFN, UBER, AAPL, SBUX

Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl 

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*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism. 

(0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private.

Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories.

Companies discussed: AAPL, EBAY, SNBR, AER

Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/

Link to Motley Fool message boards: https://community.fool.com/

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

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Labor costs are just one concern facing restaurants.

(00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape.

(21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody.

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

Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX

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

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How do you build a restaurant chain with lines out the door? 

Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming book Know What Matters: Lessons from a Lifetime of Transformation. At a live Motley Fool member event in New York, they discuss:

• Past, present, and future cravings of the American eater
• Fighting against the “pervasive short-termism in our capital markets.
• And the future of automation in food

Ticker discussed: CAVA

Host: Dylan Lewis Guest: Ron Shaich

Producer: Mac Greer, Mary Long Engineer: Tim Sparks

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Michael Lewis knows how to tell a story. He’s given color to the characters behind baseball and the finance industry. Now, he paints a portrait of Sam-Bankman Fried, the infamous face of crypto who went from billionaire to bankrupt overnight.

Motley Fool CEO and co-founder, Tom Gardner, caught up with Lewis at a Motley Fool member event in New York. They discuss:

• The downfall of crypto exchange FTX and potential outcomes for Bankman-Fried’s ongoing criminal trial
• The hold that FOMO has over Silicon Valley
• Why organizations can’t thrive without “keen emotional intelligence”

Host: Tom Gardner Guest: Michael Lewis Producers: Mac Greer, Mary Long Engineers: Tim Sparks, Rick Engdahl

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Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why. 

(00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now.

(19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley.

(30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta.

Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI

Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd 

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