Author: The Motley Fool

For the past century, cities have centered around work. What happens when that’s no longer the case? 

Deidre Woollard and Matt Argersinger discuss:

• What downtowns might look like when they become more than just “containers for work”
• How different REITs are approaching the new commercial real estate landscape
• The promise and problems of “15-minute cities”

Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA Host: Deidre Woollard Guest: Matt Argersinger Producers: Ricky Mulvey, Mary Long Engineer: Tim Sparks

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Some are saying it’s a bull market, we’re calling it a giddy one. 

(00:21) Ron Gross and Matt Argersinger discuss: - The latest inflation numbers and the Fed’s plan to “skip” a rate hike. - How a small group of companies are driving market returns, and why the rest could catch up.  - Why the market was hungry for shares of restaurant brand Cava.

(19:11) Polina Pompliano shares some unconventional business advice and insights from her new book Hidden Genius: The secret ways of thinking that power the world's most successful people.

 

(35:13) Ron and Matt break down two stocks on their radar: Chevron and Burford Capital.

Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR

Host: Dylan Lewis Guests: Matt Argersinger, Ron Gross, Polina Pompliano Producer: Ricky Mulvey Engineer: Dan Boyd

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A former Samsung executive allegedly stole plans in order to build a chip plant down the road from the existing factory. What could possibly go wrong?

(00:15) Bill Mann and Deidre Woollard discuss:

- The high value of getting a leg up on the competition in the semiconductor industry.

- If companies can do anything to keep secrets from leaking out.

- Why Alphabet’s adtech is attracting regulators’ attention.

(13:53) Ricky Mulvey and Kirsten Guerra take a look at Vertex Pharmaceuticals and its role at the center of cystic fibrosis treatment.

Companies discussed: GOOG, GOOGL,KO, VRTX, SSNLFHost: Deidre Woollard

Guests: Bill Mann, Ricky Mulvey, Kirsten Guerra Producer: Ricky Mulvey Engineer: Tim Sparks

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Netflix’s is aiming to return to growth by cracking down on password sharing.

(00:12) Jim Mueller and Dylan Lewis discuss:

• The encouraging data behind Netflix’s password crackdown and ad-supported membership. 

• Why it still might be a bit early to bank on those growth levers for Netflix.

• How Disney, Apple, Amazon are eying advertising, and how it could reshape streaming tv. 

(14:45) Asit Sharma catches up with Sasan Goodarzi the CEO of Intuit to talk about how his company is using artificial intelligence to grow and Intuit's data advantage.

Companies discussed: NFLX, AAPL, AMZN, DIS, INTU

Host: Dylan Lewis

Guests: Jim Mueller, Sasan Goodarzi, Asit Sharma

Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl, Kyle Carruthers

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Inflation is slowing down. Is this what a soft landing looks like?

(00:21) Motley Fool Senior Analyst Asit Sharma and Ricky Mulvey discuss: - Big macro takeaways from the latest inflation numbers. - How adidas is dealing with the fallout from discontinuing its Yeezy line. - If the apparel maker has balance sheet risk.

Plus, (15:00) Alison Southwick and Robert Brokamp discuss the costs and benefits of working with a financial advisor.

 Companies discussed: ADDYY, NKE

Article discussed: https://www.bloomberg.com/news/features/2023-05-25/adidas-s-yeezy-mess-has-been-a-billion-dollar-nightmare-for-the-business

 

 Host: Ricky Mulvey  Guests: Asit Sharma, Robert Brokamp, Alison Southwick  Engineers: Dan Boyd, Rick Engdahl

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Carl Icahn gets what he was after as Illumina’s CEO steps down but what does this mean for the company’s potential big acquisition?

(00:21) Jason Moser and Deidre Woollard discuss: - If Illumina’s CEO’s exit will impact the company’s moves to acquire Grail. - Carl Icahn’s history of activist investing. - Thoma Bravo’s success in buying companies and repackaging them for sale.

(14:37) Ricky Mulvey interviews Anjay Nagpal, host of the podcast “Brokers, Bagmen, and Moles” about the curious history of the Chicago Mercantile Exchange and its ramifications on today’s investing universe.

Companies discussed: ILMN, IEP, NDAQ, MSFT, ATVI

Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Anjay Nagpal Producer: Ricky Mulvey Engineer: Dan Boyd

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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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