Avsnitt
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...as if it didn’t have enough already!
(00:14) Asit Sharma and Mary Long discuss:
- The new venture to build out American AI infrastructure.
- How 20 data centers get a $500 billion price tag.
- GE Aerospace’s razor-and-blades business model.
Then, (19:15), Seth Jayson joins to walk through why the rooftop solar industry doesn’t look so sunny.
Companies mentioned: MSFT, ORCL, NVDA, GE, ENPH, SEDG
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Mary Long
Guests: Asit Sharma, Seth Jayson
Engineer: Rick Engdahl
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Great earnings push Netflix to new all-time highs. With the leading streamer and the market at high valuations, what should investors expect over the next few years?
(00:14) Jim Gillies and Dylan Lewis discuss:
- Netflix’s record subscriber additions, new all-time highs, and how price increases feed into its advertising plans.
- The market’s Shiller PE ratio as the Trump Administration takes over, and how high valuations affect expectations around returns.
- What updates from Interactive Brokers and Schwab say about where investor minds are at.
(17:17) What would it take to live a hundred healthy years?
Fool analyst Sanmeet Deo talks with Jonathan Swerdlin, co-founder of Function Health, about the overlapping future of artificial intelligence and human health.
Companies discussed: NFLX, TKO, GOOG, GOOGL, AMZN
Premium Motley Fool members can catch the full AI Summit replay here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay
You can become a premium Motley Fool member at: www.fool.com/sigup
Host: Dylan Lewis
Guests: Jim Gillies, Sanmeet Deo, Jonathan Swerdlin
Producer: Mary Long
Engineers: Rick Engdahl
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Saknas det avsnitt?
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Over the weekend, a Trump-backed memecoin was, for a moment, worth over $10 billion. For another moment, TikTok was banned; then it wasn’t. When so much is in flux and anything can go to the moon, how do you figure out what actually matters?
(00:14) Anthony Schiavone and Mary Long discuss:
- Separating signal from noise in an attention economy.
- Finding value in a fast-changing world.
- Earnings from a company that straddles the digital and the physical.
Then, (16:02), Robert Brokamp and Alison Southwick talk about how to build a comfortable income cushion for your retirement.
Check out the Nick Maggiulli article mentioned here: https://ofdollarsanddata.com/the-new-currency-is-attention/
Companies mentioned: PLD, $TRUMP, $MELANIA
Host: Mary Long
Guests: Anthony Schiavone, Robert “Bro” Brokamp, Alison Southwick
Producer: Dylan Lewis
Engineer: Rick Engdahl
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There are more potential moves on a Go board than there are atoms in the universe; the game is universally considered to be one of the most complex played by humans. And, yet, an AI computer program can play it perfectly. What does that mean for humanity?
Terry Sejnowski is the Frances Crick Chair at the Salk Institute for Biological Studies, a Distinguished Professor at the University of San Diego, and author of the book “ChatGPT and The Future of AI.” Ricky Mulvey caught up with Sejnowski for a conversation about:
- How chatbots work.
- Mapping large neural models.
- What a self-aware parrot can teach us about human consciousness.
Premium Motley Fool members can catch replays from this week’s AI Summit here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-replay
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Ricky Mulvey
Guest: Terrence Sejnowski
Producer: Mary Long
Engineer: Rick Engdahl
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170 million TikTok users in the U.S. might be up for sale. What are they worth?
(00:42) Matt Argersinger and Bill Mann discuss:
- The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like.
- Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo.
- Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.
(19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.
Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/
(33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.
Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey
Engineers: RIck Engdahl
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2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.
(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:
- Why comparisons to 2023 give banks more credit than they may deserve.
- The split between JP Morgan’s investment banking and consumer businesses.
- Growing interest in private credit markets.
Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.
Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA
Host: Mary Long
Guests: Matt Frankel, Kirsten Guerra
Engineer: Rick Engdahl
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Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.
(00:14) Nick Sciple and Dylan Lewis discuss:
- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.
- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.
- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.
(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.
Companies discussed: ANF, LULU, ATZAF, ALL.
Host: Dylan Lewis
Guests: Nick Sciple, Mary Long, Asit Sharma
Engineers: Rick Engdahl
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Fights are unfolding for companies in two very different industries: Steel and social media.
(00:21) Jason Moser and Mary Long discuss:
- Why so many companies want in on U.S. Steel.
- How to factor CEO personality into potential investments
- TikTok’s potential buyers.
Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.
Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN
Host: Mary Long
Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp
Engineer: Rick Engdahl
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Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?
(00:14) David Meier and Dylan Lewis discuss:
- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.
- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.
- Shake Shack’s new plans to open up 1500 company-owned locations.
(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.
Companies discussed: SONO, MRNA, SHAK, PGNY
Host: Dylan Lewis
Guests: David Meier, Alicia Alfiere, Ricky Mulvey
Producer: Mary Long
Engineer: Rick Engdahl
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You don’t have to look far to find a lot to worry about. But, a long-term bet on negativity is a bet against history.
David Gardner is a co-founder and Chief Rule Breaker at The Motley Fool. Ricky Mulvey caught up with David for a conversation about:
- Why buying and holding works.
- Rational optimism.
- The future of space travel.
Check out David’s weekly show Rule Breaker Investing at the link below, or wherever you listen to podcasts: https://www.fool.com/podcasts/rule-breaker-investing/
Companies discussed: NVDA, SPOT, AMC, META, RKLB
Host: Ricky Mulvey
Guest: David Gardner
Producer: Mary Long
Engineer: Rick Engdahl
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Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online.
(00:39) Ron Gross and Jason Moser discuss:
- What the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture.
- The first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies.
(19:03) Dave Meyer – head of real estate investing at Bigger Pockets – talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025.
(33:43) Ron and Jason break down two stocks on their radar: Paylocity and Gannett.
Listeners, you can become a member of Stock Advisor at Fool.com/signup
Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY
Host: Dylan Lewis
Guests: Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger
Engineers: Rick Engdahl
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It’s Nvidia’s world, and we’re just living in it.
(00:14) David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus:
- All “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds.
- The rollout of a digital workforce.
- Why Wall Street shrugged at Nvidia’s announcements.
Then, (16:09) Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best.
Companies mentioned: NVDA, PYPL
Check out Think Fast, Talk Smart at: https://www.fastersmarter.io/
Host: Mary Long
Guests: David Meier, Jason Moser
Engineer: Rick Engdahl
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Last year, Netflix reportedly spent more than $5 billion for a 10 year rights agreement with the WWE. Last night was the first chapter for viewers.
(00:14) Nick Sciple and Ricky Mulvey discuss
- The buzz around Monday Night Raw’s debut on Netflix.
- What’s allowed in Tribal Combat and why wrestlers don’t respect the boundaries of an announcer's table.
- The new “100% margin” opportunities for the WWE.
- Why TKO Group Holdings is one of Nick’s largest personal stock investments.
Then, (17:58) Alison Southwick and Robert Brokamp discuss some fundamental ways to prepare your portfolio for 2025.
Companies discussed: TKO, NFLX
Sign up for Stock Advisor and access our members only podcast Stock Advisor Roundtable at www.fool.com/signup
Host: “The Cincinnati Cobra” Ricky Mulvey
Guests: “Cash Money” Nick Sciple, Alison “Swagger” Southwick, “Hulk Bro-gan” Robert Brokamp
Producer: “The Virginia Kid” Mary Long
Engineer: Rick “The Answer” Engdahl
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If your resolution involves the word “investing,” you’ve come to the right place.
Mary Long talks with a handful of Fools and analysts about:
Investing origin stories.
Recommended materials for a DIY investing curriculum.
Advice for getting started.
Companies mentioned: DECK, LULU, META, NFLX, RKLB,
Join Stock Advisor and get access to 2 new stock picks each month, access to premium podcast episodes, and more: www.fool.com/signup
Host: Mary Long
Guest: Alicia Alfiere, Bill Barker, David Meier, Ricky Mulvey
Engineers: Desiree Jones, Chace Pryzlepa
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Everything old is new again in streaming, and it’s about to get a lot tougher for upstarts to step into online video and advertising.
(00:14) Tim Beyers and Dylan Lewis discuss:
- Comcast’s push into the ad market with Universal Ads, and what it means for other players in streaming video advertising like The Trade Desk.
- Disney’s plan to acquire FuboTV to clear the lave for Venu Sports and its next act in sports streaming bundles.
- How streaming is getting more consolidated and vertically integrated, but streamers are still willing to try joint
(16:09) You’ve probably heard of the sports betting platform DraftKings. But what about the company that powers DraftKings and a number of other sports betting platforms around the world? Anand Chokkavelu hosts Dan Caplinger and David Meier for a Scoreboard episode breaking down Sportradar.
Companies discussed: CMCSA, TTD, DIS, FUBO, SRAD
Host: Dylan Lewis
Guests: Tim Beyers, Anand Chokkavelu, Dan Caplinger, David Meier
Producer:Ricky Mulvey
Engineers: Rick Engdahl
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Money is the major milestone for how OpenAI and Microsoft are thinking about the holy grail of artificial intelligence – AGI.
(00:45) Asit Sharma and Bill Mann discuss:
- Microsoft and OpenAI’s odd definition of artificial general intelligence (AGI) and Meta’s push into AI Influencers for Instagram.
- One of the tastier parts of President Jimmy Carter’s legacy, and the potential ripple effects of surgeon general’s warning about alcohol consumption.
- A few words of caution for fintech and investing in the U.S. in 2025.
(19:03) New year, new gameplan? Motley Fool CEO Tom Gardner walks Motley Fool members through his 2025 Investing Playbook, what his favorite indicator is saying about the state of the market right now, and how he feels about Bitcoin as it hovers around $100k.
TMF Premium members can get the full December Stock Advisor Roundtable episode
Here on Fool.com: https://www.fool.com/premium/4056/coverage/2024/12/20/your-2025-investing-playbook
Here on Spotify: https://open.spotify.com/episode/6phJxPB7VaGx5dOCMkeKNO?si=ab749bf726b4479c
You can become a member of Stock Advisor at Fool.com/signup
(34:11) Asit and Bill break down two stocks on their radar: Darden Restaurants and IMAX.
Stocks discussed: MSFT, META, SAM, DRI, IMAX,
Host: Dylan Lewis
Guests: Asit Sharma, Bill Mann, Tom Gardner, Loren Horst
Engineers: Rick Engdahl, Austin Morgan
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Almost 70% of Americans have a financial resolution for the New Year. What’s yours?
(00:14) Tim Beyers and Ricky Mulvey discuss:
- How newer investors can get started.
- Past market performance, pockets of speculation, and what matters for long-term investors.
- Squid Game breaking records for Netflix.
Then, (XX:XX) Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter.
Join Stock Advisor and get access to our premium podcast, Stock Advisor Roundtable: www.fool.com/signup
Companies discussed: MSTR, NFLX
Host: Ricky Mulvey
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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The S&P 500 finished the year up about 24%, more than double the index’s average annual return.
(00:49) Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss:
- What most of the biggest winners in the S&P 500 had in common.
- Why more investors bought gold and Bitcoin in 2024.
- A tough stretch for Walgreens Boot Alliance.
- Their favorite investing discoveries from the past year.
Companies discussed: PLTR, VST, UAL, NVDA, AXON, LULU, NFLX, WBA, INTC, DLTR
Host: Ricky Mulvey
Guest: Asit Sharma
Producer: Mary Long
Engineer: Desireé Jones
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We set the path for being better investors and friends in 2025.
(0:13) Jason Moser and Dylan Lewis discuss:
- How some profit-taking and tax loss harvesting have caused a bit of a holiday hangover for the market to close 2024.
- Why mounting consumer credit card debt and delinquencies might finally start to eat into discretionary spending in 2025.
- Alphabet’s agenda for the new year: AI, Gemini, and Project Mariner .
- A few resolutions to ring in the new year.
Companies discussed: TGT, WMT, GOOG, GOOGL
Host: Dylan Lewis
Guests: Jason Moser
Producer: Ricky Mulvey
Engineers: Dez Jones
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New year, new market? We preview what’s in store for investors in 2025, the companies we’re excited to watch and the businesses we’re worried about.
(00:33) Ron Gross and Asit Sharma discuss:
- The state of the stock market as investors head into the new year, the outlook for 2025, and the big questions concentration is creating for investors.
- The corners of the market they’re paying attention to for opportunities.
- Why leadership at Southwest and Moderna is on the hot seat, and which companies seem primed for a turnaround in 2025.
(19:03) This time of year, investors are getting forecasts galore – what the market will return, where interest rates will go. Robert Brokamp and best-selling author Morgan Housel about his latest book Same as Ever, the things that endure, and the follies of following forecasts.
(33:17) Ron and Asit offer up reckless predictions for the new year and break down two stocks on their radar: Endava and Marvell Technology.
Stocks discussed: MDNA, LUV, LULU, AMD, DAVA, MRVL.
Host: Dylan Lewis
Guests: Ron Gross, Asit Sharma, Morgan Housel, Robert Brokamp
Engineers: Rick Engdahl
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