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Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss:
The state of the “War on Cash”
Embedded finance
And two “toll booths” that aren’t going away anytime soon
Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH
Host: Jason Moser, Matt Frankel
Producer: Mary Long
Engineer: Dan Boyd
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The rules of business are changing. And those rules are being written by some … unlikely characters.
Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:
Tickers discussed: AMZN, MSFT, AAPL, GOOG, META
Host: Mary Long
Guest: Andrew McAfee
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on?
(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s incredible November and why we may not be out of the woods yet on rate hikes.
- Why Apple and Goldman Sachs are breaking up their credit card partnership.
- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase.
(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list.
You can catch Adobe’s holiday shopping tracking here.
(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.
Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR
Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Vivek Pandya
Engineers: Dan Boyd
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When disruption strikes, what a company does next is crucial.
(00:21) Bill Barker and Deidre Woollard discuss:
- If we are already in a Santa Claus rally.
- The challenges facing big automakers.
- If cybersecurity’s challenges will fade.
(20:48) Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.
Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Mary Long, David Meier
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.
(00:21) David Meier and Dylan Lewis discuss:
- Some of their favorite Mungerisms on investing and life.
- Berkshire’s incredible performance in his time with the company.
- The best thing you can do to celebrate his life today – read a book.
Companies discussed: BRK.A, BRK.B, AAPL
Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)
Host: Dylan Lewis
Guests: David Meier
Engineers: Dan Boyd
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With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Early Cyber Monday results and why consumer spend isn’t slowing down quite yet.
- News that Chinese fast fashion company Shein will likely be coming public in 2024.
- How Weight Watchers is adjusting its strategy to incorporate weight loss drugs.
(15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.
Companies discussed: WW, NVDA, MSFT, APPL
Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd
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Black Friday showed consumers are still ready to buy.
(00:21) Jason Moser and Deidre Woollard discuss:
- Black Friday’s strong results.
- The rise of mobile shopping.
- If anyone can challenge Amazon’s reign as the holiday leader.
(17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY
Host: Deidre Woollard
Guests: Jason Moser, Alex Friedman, Ariel Adams
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.
(00:21) Bill Mann and Jason Moser discuss:
- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.
- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.
- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.
(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.
(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.
Catch a picture of the new Domino’s delivery oven bike here.
Stocks discussed: CDNS, CRSP, IOT, DPZ
Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler
Engineers: Dan Boyd, Rick Engdahl
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Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence.
(00:20) Asit Sharma and Dylan Lewis discuss:
Companies discussed: NVDA, MSFT
Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445.
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick Engdahl
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Zoom’s slow revenue increase may show how the company is changing.
(00:12) Asit Sharma and Deidre Woollard discuss:
- Why Zoom is more than a videoconferencing company.
- What happens when a company’s growth slows.
- How big-ticket item sales are impacting Lowe’s and Best Buy.
(14:52) Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools.
Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY
Claim your dividend report here: www.fool.com/dividends
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Rick Engdahl
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