Downgrades sound scary, but the U.S. is still the best place for investors to put money to work.
(00:21) Asit Sharma and Dylan Lewis discuss:
- Moody’s downgrading U.S. debt, and why it’s somewhere between a symbolic and substantial update for investors.
- Whether the downgrade and “Sell America” thinking means international investors are rethinking “there is no alternative” (TINA) to the U.S.
- Coinbase joining the S&P 500, and crypto’s continued march towards legitimacy.
(16:16) Restaurant industry expert and Principal at Technomic David Henkes joins Ricky Mulvey to talk through why more consumers are brown-bagging it for lunch, and what successful restaurants are getting right.
Even the biggest retailer in the world is planning to pass along tariff increases to customers.
(00:21) David Meier and Andy Cross discuss:
- The market cheering a short-term solution to trade between the U.S. and China, and Walmart signalling that prices on the shelves are going up anyways.
- Cava’s “new factor” helping it continue to put up strong growth and comps numbers in a really tough market for restaurants.
- Dick’s headscratching $2B buy of Foot Locker, and the lesson to take away from one of athleisure’s best performers – On Holdings.
(19:11) Financial planning expert Robert Brokamp offers his money tips and the financial commencement speech for the class of 2025.
(32:46) David and Andy break down two stocks on their radar: Evolve Technology and Booz Allen Hamilton.
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
More 18-to-34 year olds are watching Netflix’s cheapest tier than any U.S. broadcast or cable network.
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Walmart’s response to tariff uncertainty.
- Netflix’s booming ad business.
- How YouTube is capitalizing on points of “maximum attention.”
Then, (17:39) Motley Fool Senior Analyst, Karl Thiel, joins Mary Long to dive into the executive order on prescription drug prices and questions for pharmaceutical companies.
Companies discussed: WMT, NFLX, GOOG, GOOGL , NVO
Host: Ricky Mulvey
Guests: Tim Beyers, Mary Long, Karl Thiel
Engineers: Dan Boyd, Rick Engdahl
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Do you have a real relationship or just a non-binding letter of intent?
(00:21) Nick Sciple and Mary Long discuss:
- The S&P’s turnaround and inflation’s slow month-over-month decline.
- A stock pop from a nuclear reactor company that doesn’t have a working nuclear reactor.
- Pricing for Disney’s latest streaming service.
Then, (17:39), Mesoblast CEO Silviu Itescu joins Ricky Mulvey for a conversation about how to price medical treatments and the future of regenerative medicine.
Companies mentioned: OKLO, BWXT, DIS, MESO
Host: Mary Long
Guests: Nick Sciple, Ricky Mulvey, SIlviu Itescu
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
A consumer goods company hit 40% yearly revenue growth. In this environment?
(00:21) David Meier and Ricky Mulvey discuss:
- Why pharma investors aren’t reacting to President Trump’s executive order on drug prices.
- On Holding’s blistering sales growth.
- If Alphabet’s stock deserves to be in value town.
Then, (19:23) Robert Brokamp joins Ricky to discuss why investors should consider buying individual bonds.
Companies discussed: ONON, NKE, UA, GOOG, GOOGL
Host: Ricky Mulvey
Guests: David Meier, Robert Brokamp
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners.
(00:21) Jason Moser and Dylan Lewis discuss:
- The U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck.
- Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising.
(16:07) GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks.
Companies discussed: FOX
Host: Dylan Lewis
Guests: Jason Moser, Ricky Mulvey, Mark McCaffrey
Producer: Ricky Mulvey
Engineers: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Even in free markets, governments still make plays.
Chris Hughes is a co-founder of Facebook and an economist who specializes in the history of Fed policy. He is also the author of “MarketCrafters: The 100-Year Struggle to Shape the American Economy.” Hughes joined Ricky Mulvey to discuss:
- Modern examples of American “market craft.”
- How to fix the housing crisis.
- What we did and didn’t get from $2 trillion in COVID aid.
Host: Ricky Mulvey
Guest: Chris Hughes
Producer: Mary Long
Engineer: Rick Engdahl
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs.
(00:21) Tim Beyers and Bill Mann discuss:
- The Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts.
- Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty.
- How Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness.
(19:11) Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel.
(31:12) Bill and Tim break down two stocks on their radar: Apple and Ibotta.
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
- The economic outlook from the Federal Reserve and the new US trade deal with the UK.
- How Axon Enterprise keeps posting impressive growth numbers.
- What more global uncertainty means for Shopify.
Then, (17:38) Ricky continues his conversation with Gerard Barron, CEO of The Metals Company, about the environmental impact of deep sea mining.
Companies discussed: AXON, SHOP, TMC
Host: Ricky Mulvey
Guests: Jason Moser, Gerard Barron
Producer: Mary Long
Engineer: Dan Boyd
Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.
