Motley Fool Money - The Compounding Consumer Crunch

Lower income consumers are already struggling, and the end of the de minimis exemption will make things even harder for them.


(00:21) David Meier and Dylan Lewis discuss:


- Domino’s earnings sending the same warning signals as Chipotle – lower income eaters aren’t ordering as often..

- Temu and Shein pushing tariff increases to American consumers over the weekend.

- Old Dominion Freight Lines and Saia signaling fewer goods are coming into the U.S.


(15:53) Motley Fool Analyst Anthony Schiavone and Ricky Mulvey take a look at homebuilders and the four major economic forces hitting those stocks. .


Companies discussed: DPZ, CMG, PDD, SAIA, ODFL, DHI, DFH.


Host: Dylan Lewis

Guests: David Meier

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl


Learn more about your ad choices. Visit megaphone.fm/adchoices

The Best One Yet - 🧊 “$17 per cube” — Glacial Ice startups. Bezos’ $20k electric car. California = 4th Biggest Economy.

Jeff Bezos’ secret electric car launched… It’s $20k, anti-Tesla, and inspired by the Amish.

100,000 year old glacier ice is being used in Dubai nightclubs… selling for $60/cube.

California passed Japan to be the 4th biggest economy in the world… we’ll tell ya how.

Plus, the latest recession signal is the “Brown Bag Indicator”... Leftover lunch is an econ warning.


$RIVN $AMZN $JBLU


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of 


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.



—-----------------------------------------------------

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Episodes drop weekly. It’s The Best Idea Yet.


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Motley Fool Money - The Rise of Prediction Markets

This past presidential election was the first where Americans could legally bet on the outcome. That event proved prediction markets to be a source of truth.


This episode offers two looks at prediction markets. In the first half of the show, Kalshi CEO Tarek Mansour joins Ricky Mulvey to discuss:


- What he learned about Kalshi from this past election.

- The difference between an events contract and gambling.

- How prediction markets could disrupt sports betting.


Then, New York Magazine Features writer, Jen Wieczner, joins Mary Long to discuss her reporting on the billion-dollar betting platform Polymarket, and its legal challenges in the United States.



Read Wieczner’s piece on Polymarket here: https://nymag.com/intelligencer/article/is-polymarket-legal-politics-betting-shayne-coplan.html


Company discussed: HOOD


Hosts: Mary Long, Ricky Mulvey

Guests: Tarek Mansour, Jen Wieczner

Engineers: Rick Engdahl, Dan Boyd


Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool Money - Google Banks Ads, Chipotle Eyes Mexico

Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.


(00:21) Jason Moser and Asit Sharma discuss:

- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.

- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.

- Chipotle’s burrito slowdown, how ServiceNow’s government contracts are holding up, and the latest with Intuitive Surgical.


(19:11) Malcolm Ethridge comes back on the show to talk big tech and his favorite recession-proof stocks.


(34:48) Asit and Jason break down two stocks on their radar: Nasdaq and Adobe.


Stocks discussed: GOOG, GOOGL, TSLA, NOW, ISRG, ACN, NFLX, SPOT, NDAQ, ADBE.


Host: Dylan Lewis

Guests: Jason Moser, Asit Sharma, Malcolm Ethridge

Engineers: Dan Boyd


Learn more about your ad choices. Visit megaphone.fm/adchoices

Money Girl - Is Buying an Affordable Home Still Possible?

Laura answers a listener's question about tips and strategies for buying an affordable home in a tight housing market.

Money Girl is hosted by Laura Adams. A transcript is available at Simplecast.

Have a money question? Send an email to money@quickanddirtytips.com or leave a voicemail at (302) 364-0308.

Find Money Girl on Facebook and Twitter, or subscribe to the newsletter for more personal finance tips.

Money Girl is a part of Quick and Dirty Tips.

Links:

https://www.quickanddirtytips.com/

https://www.quickanddirtytips.com/money-girl-newsletter

https://www.facebook.com/MoneyGirlQDT

https://twitter.com/LauraAdams

https://lauradadams.com/

The Best One Yet - 🕯️ “Everyone’s watching it” — Conclave’s Pope pop. Uber’s robo-VW-hippie-van taxi. The Great Capitalist Pause.

Since the Pope passed, streaming of “Conclave” is up 3,200%... It’s the power of Shelf IP.

Uber & VW just hooked up for robo-hippie-van taxis… It captures Uber’s Switzerland Strategy.

Every company’s put their investment plans on ice… We call it the Great Capitalist Pause.

Plus, Starbucks bought 200,000 Sharpies… now its new CEO wants a doodle on every cup.


$UBER $VWAGY $AMZN $NFLX


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of 


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.



—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


FOR MORE NICK & JACK: 

Newsletter: https://tboypod.com/newsletter 

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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Why is Berkshire Hathaway Hoarding Cash?

Warren Buffett’s conglomerate has more cash on the books than any company in history.


(00:21) Matt Argersinger and Ricky Mulvey discuss:

- What home sales data says about the economy.

- A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics.

- The reasons why Warren Buffett could be sitting on record cash.


Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer.


Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD


Host: Ricky Mulvey

Guests: Matt Argersinger, Mary Long, Asit Sharma

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices

The Best One Yet - 💪 “Peak Protein” — Kardashians’ protein popcorn. Trump’s empty-shelf warning. Trailer Parks’ Millennial moment.

Trump’s de-escalating his trade war with China… because of a warning about “empty shelves”.

Kardashian protein popcorn?... In the Ozempi-conomy, protein brands are the top food trend.

The hottest area of the housing market is… trailer parks. We found 3 ways to invest.

Plus, the untold origin story of… The Teenage Mutant Ninja Turtles.


$NVO $SPY $BX


Want more business storytelling from us? Check out the latest episode of our new weekly deepdive show: The untold origin story of… TMNT 🐢


Subscribe to The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks to listen.


“The Best Idea Yet”: The untold origin stories of the products you’re obsessed with — From the McDonald’s Happy Meal to Birkenstock’s sandal to Nintendo’s Susper Mario Brothers to Sriracha. New 45-minute episodes drop weekly.



—-----------------------------------------------------

Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.


GET ON THE POD: 

Submit a shoutout or fact: https://tboypod.com/shoutouts 


FOR MORE NICK & JACK: 

Newsletter: https://tboypod.com/newsletter 

Connect with Nick: https://www.linkedin.com/in/nicolas-martell/ 

Connect with Jack: https://www.linkedin.com/in/jack-crivici-kramer/ 


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YouTube: https://www.youtube.com/@tboypod 


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Subscribe to our new (2nd) show… The Best Idea Yet: Wondery.fm/TheBestIdeaYetLinks

Episodes drop weekly. It’s The Best Idea Yet.



See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Motley Fool Money - Tesla’s “Moment of Truth”

Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.


(00:21) Sanmeet Deo and Mary Long discuss:

- Poor results from Tesla’s automotive segment.

- Whether Musk’s return can revive the company.

- Half marathons, and the future of humanoids.


Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip company is different from its biggest competitor.


Companies mentioned: TSLA, AMD, NVDA


Host: Mary Long

Guests: Sanmeet Deo, Asit Sharma

Producer: Ricky Mulvey

Engineers: Dan Boyd, Rick Engdahl

Learn more about your ad choices. Visit megaphone.fm/adchoices