Motley Fool Money

It’s tough facing the house, whether you’re playing it or trying to pay for one. (00:21) Asit Sharma and Dylan Lewis discuss: The latest housing data, showing high rates are affecting mortgage and refinance applications. The broader economic strength we’re continuing to see in spite of high rates How Las Vegas strip operators are tweaking their businesses to grow. (12:22) Dana Corl and Keith Speights talk about big pharma’s focus on the weight-loss space. Companies discussed: MGM, CZR, LLY, NVO, WW Host: Dylan Lewis Guests: Asit Sharma, Dana Corl, Keith Speightsl Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks

What kind of day has it been? (00:21) Bill Barker discusses: - The stock market reacting positively (or not) to the latest narrative around the debt ceiling debate - Nvidia's new all-time high and why we haven't reached "peak AI" yet - Listener feedback over the years and the concept of "playing to the back of the room" - A surprise guest (via audio) (20:28) Chris Hill wraps up his final episode hosting the show a salute to The Motley Fool's history and founders, the self-driven mentality of the audience, and advice from the late musician Kevin Gilbert. Companies discussed: NVDA Host: Chris Hill Guest: Bill Barker Engineers: Dan Boyd

Who has the upper hand when Apple’s CEO walks into a room with the President of the People’s Republic of China? Peter Zeihan is a geopolitical strategist and the author of “The End of the World is Just the Beginning: Mapping the Collapse of Globalization.” Bill Mann caught up with Zeihan to discuss: - Why Apple is diversifying production away from China - What an aging population means for the United States economy - Why de-dollarization is less likely than many think Company discussed: APPL Host: Bill Mann Guest: Peter Zeihan Producer: Ricky Mulvey Engineers: Dan Boyd

Chris Hill loves coffee, curiosity, and people. To celebrate his run as the host of Motley Fool Money, Mary Long rounded up a few Fools to talk about what they’ve learned from Chris as an investor, colleague, and friend. They discuss: Companies mentioned: SBUX, V, MA, PYPL, SQ Host: Mary Long Guests: Ron Gross, Steve Broido, Alison Southwick, Bill Mann, Mac Greer, Bill Barker, Jason Moser, Matt Argersinger, Chris Harris, Dan Boyd Producer: Ricky Mulvey Engineer: Rick Engdahl

Tech is leading the market higher in 2023, but a few giants are doing the heavy lifting. (00:21) Matt Argersinger and Jason Moser discuss: - Nvidia's AI-fueled earnings report and the company's historic pop. - Intuit's latest results and how proposed IRS free-file software could affect the company. - Zoom's post-pandemic slump - The signs retailers are fixing inventory problems, but high-end merchandise still isn't selling. (19:11) Motley Fool contributor Lou Whiteman talks with former United Airlines CEO Oscar Munoz about his approach to turning the airline around, dealing with personal setbacks, and the lessons in leadership from his book “Turnaround Time.” (34:14) Matt and Jason discuss Netflix's $7.99/month solution to password sharing and two stocks on their radar: Salesforce and Invitation Homes. Stocks discussed: NVDA, INTU, ZM, WSM, ULTA, COST, SPG, URBN, GPS, CRM, INVH Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, Oscar Munoz, Lou Whiteman Engineer: Dan Boyd, Tim Sparks

The graphics processing maker became $200 billion more valuable in a single day. (00:21) Jim Gillies and Ricky Mulvey discuss: - Nvidia’s blockbuster quarter and valuation questions to consider. - The history of tech cycles and lessons for investors. - If Best Buy needs sales growth to reward shareholders. Plus, (16:21) Tim Beyers and Meilin Quinn interview Digital Ocean CEO Yancey Spruill about how the cloud service provider differentiates itself from competitors like Microsoft and Amazon. Companies discussed: NVDA, BBY, QCOM, CSCO, INTC, MSFT, DOCN, AMZN Host: Ricky Mulvey Guests: Jim Gillies, Yancey Spruill, Meilin Quinn, Tim Beyers Engineers: Dan Boyd, Heather Horton Stock Advisor Roundtable podcast: https://open.spotify.com/episode/0RhY5qYNv1l2AyS4g8LV1d?si=ded6d6d1cdda46cb

Tech tensions between the U.S. and China continue to heat up. Micron is stuck in the middle and Apple looks to future-proof its supply chain. [00:21] Asit Sharma and Dylan Lewis discuss: China’s ban on Micron chips for companies working on key infrastructure projects. Apple’s multibillion dollar deal with Broadcom and the company’s increased investment in U.S. manufacturing and supply chain. How investors should be looking at the tech hardware companies in their portfolio. [13:57] Deidre Woollard talks with Yanely Espinal, author of "Mind Your Money," about the unique challenges that immigrant families face while saving for retirement and the dangerous appeal of "Buy Now Pay Later." Companies discussed: MU, AAPL, AVGO, BRK Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Yanely Espinal Producer: Ricky Mulvey Engineers: Dan Boyd, Austin Morgan

Zoom’s quarter showed that it’s no longer growing at its pre-pandemic levels. Can it move beyond video chat? (0:21) Bill Barker discusses: - Zoom’s growth trajectory - Where Zoom’s revenue might come from next - Are Lowe’s and Home Depot too similar? (14:02) Social Security reform has been back in the news lately. Alison Southwick and Robert Brokamp break down the myth-conceptions that surround Social Security. Companies discussed: ZM, MSFT, HD, LOW, DKS, AMZN Host: Deidre Woollard Guests: Bill Barker, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Mediterranean restaurant chain Cava has filed for an IPO later this year. Will investors be as satisfied as Cava’s customers? (00:21) Jason Moser discusses: - The growth of Cava and the company’s plans for capital raised during the IPO - How Cava could end up as the next Chipotle (or not) - What another big week of retail earnings portends (12:43) A lot of companies are talking about artificial intelligence on their conference calls this earnings season. Ricky Mulvey talks with Motley Fool analyst Meilin Quinn about a business that may be getting a genuine tailwind from AI. Companies discussed: CMG, SG, COST, LOW, BBY, HD, WMT, TGT, CHGG, DUOL Host: Chris Hill Guests: Jason Moser, Meilin Quinn Producer: Ricky Mulvey Engineer: Dan Boyd

An artificial intelligence program could soon create a digital version of yourself. So, what are the implications when that’s possible? Rob LoCascio is the founder and CEO of LivePerson, a company that develops conversational commerce and AI software. Ricky Mulvey caught up with LoCascio to discuss: - How artificial intelligence will change how you interact with brands - Starboard Value’s campaign to change LivePerson’s board and CEO - The unlocks that quantum computing could provide tech companies - What natural language processing programs are revealing about interspecies communication Companies mentioned: LPSN, GOOG, GOOGL Host: Ricky Mulvey Guest: Rob LoCascio Engineer: Rick Engdahl Production Assist: Dana Corl

The Federal Reserve has raised interest rates 10 times since 2022. But you probably wouldn’t notice those hikes in a traditional savings account. Dylan Lewis caught up with Robert Brokamp to discuss: - How banks benefit from your inertia, and how that costs you - Ideas for managing cash for the next few weeks, months, and years - Money market funds paying more than 4%, and the caveats to understand before utilizing those accounts - Who can benefit from I Bonds and less-liquid savings vehicles Website mentioned: https://www.fool.com/the-ascent/ Host: Dylan Lewis Guest: Robert Brokamp Producer: Ricky Mulvey Engineer: Rick Engdahl

As reports of Apple's next device surfaced, major retailers highlighted the week's earnings. (0:21) Ron Gross and Jason Moser discuss: - Walmart's grocery division (once again) doing the heavy lifting in its latest results - Reports that Apple will unveil a $3,000 device at its developer conference in early June - Netflix impressing advertisers and Wall Street - The latest from Home Depot, Target, Foot Locker, and Deere (19:11) Scott Phillips, chief investment officer at Motley Fool Australia, shares the current state of play for investors Down Under, Australian stocks to watch, and predictions for this year's Rugby World Cup. (30:28) Ron and Jason discuss Taco Bell fighting to free the phrase "Taco Tuesday" from its current trademark holder and share two stocks on their radar: Owens Corning and Lowe's. Stocks discussed: WMT, HD, TGT, FL, AAPL, MSFT, DE, NFLX, DIS, TTD, ASX, AMZN, MDB, GOOG, GOOGL, TEAM, TNE, YUM, LOW, OC Host: Chris Hill Guests: Jason Moser, Ron Gross, Scott Phillips Engineer: Dan Boyd, Tim Sparks

Is Montana's move against TikTok a speed bump or the start of a trend? (00:21) Bill Mann discusses: - How Snap, Meta Platforms, and Alphabet are watching the latest act in the TikTok drama - Shares of Bath & Body Works popping 10% on its latest earnings report - Names for scented candles (14:15) As the retail landscape continues to evolve, Motley Fool contributor Rachel Warren talks with Anjee Solanki, Director of Retail Services at Colliers, about one category that's holding its own. Companies discussed: META, GOOG, GOOGL, SNAP, BBWI, DG, ELF, ULTA Host: Chris Hill Guests: Bill Matt, Rachel Warren, Anjee Solanki Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers

What happens when a short-seller collides with an activist investor? (00:21) Bill Barker discusses: - Target's 1st-quarter results beating expectations - CEO Brian Cornell's comments about organized (and violent) retail theft - Retail sales rising in April (11:15) Dylan Lewis and Bill Mann discuss Hindenburg Research's report on Icahn Enterprises, raising questions about the conglomerate's accounting practices and its dividend. Companies discussed: TGT, HD, IEP Host: Chris Hill Guests: Bill Barker, Dylan Lewis, Bill Mann Producer: Ricky Mulvey Engineers: Dan Boyd

Late Monday Berkshire-Hathaway filed a 13-F with the SEC, so we're taking a closer look at what they've been buying and selling. (00:21) Jim Gillies discusses: - Home Depot's lackluster 1st-quarter results masking an otherwise strong business - Capital One getting a boost from the Oracle of Omaha - The surprising energy stock the Berkshire Hathaway team took a stake in (19:15) Alison Southwick and Robert Brokamp dip into the mailbag to answer your questions about investing, retirement, and more. Companies discussed: HD, BRK.A, BRK.B, COP, USB, BK, TSM, RH, BAC, OXY, AAPL, HPQ, ATVI, VTS Host: Chris Hill Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

Sometimes you need to stop thinking, let things happen, and be the ball. (00:21) Jason Moser discusses: - EU regulators approving Microsoft's deal to buy Activision Blizzard (but investors being skeptical) - Peloton recalling more than 2 million exercise bikes - Why he's keeping a close eye on Home Depot's earnings report on Tuesday (13:00) Nick Sciple joins Jason to discuss the business of golf and analyze two publicly-traded golf companies. Companies discussed: MSFT, ATVI, SONY, PTON, HD, WMT, TJX, TGT, MODG, GOLF Host: Chris Hill Guests: Jason Moser, Nick Sciple Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl

If you like to tinker with your investments, then it’s tough to beat the market over a long period of time. John M. Jennings is the president of St. Louis Trust & Family Office, a Professor at Washington University’s Olin Business School, and the author of “The Uncertainty Solution: How to Invest with Confidence in the Face of the Unknown.” Deidre Woollard caught up with Jennings to discuss: - Why the improbable happens all the time - 1 key attribute that some of the best-performing stocks have in common - And the business advantage that “fast followers” have over pioneers Companies mentioned: SCHW, TJX, APPL, HUM, SHW Host: Deidre Woollard Guest: John M. Jennings Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton

Congratulations on finishing up college! So what are you going to do now? Mary Long caught up with four Fools to get some actionable advice for new college grads. They discuss: - What to do when you get your first paycheck. - How risk-averse grads can get in the stock market. - Preparing your finances for job hopping. - The difference between being a Rule Breaker and a Bridge Burner. Stocks, ETFs mentioned: SPY, QQQ, BRK.B Host: Mary Long Guests: Ron Gross, Alison Southwick, Robert Brokamp, David Gardner Producer: Ricky Mulvey Engineer: Rick Engdahl

At its annual developers conference, Google's parent company reminded everyone how it got to be one of the most dominant businesses in America. (0:21) Matt Argersinger and Andy Cross discuss: - The latest inflation data and the current state of play for investors - Skepticism around the near-term future of Airbnb sending the stock lower - Alphabet shares rising 10% after the company unveiled new devices and AI-enhanced software - The latest from Disney, Roblox, JD.com, and PayPal (19:11) Ross Anderson, co-founder of Craftwork Capital and co-host of the "Check Your Balances" podcast, shares the most common question he's getting from clients, advice for college graduates, and the economic data he's watching most closely. (31:50) Matt and Andy answer a mailbag question about portfolio strategy, discuss The Cheesecake Factory's new rewards program, and share two stocks on their radar: A.O. Smith and Deere. Got a question about stocks? Email podcasts@fool.com You can find the "Check Your Balances" show on your favorite podcast app, including Apple Podcasts: https://podcasts.apple.com/us/podcast/check-your-balances/id1551991071 Stocks discussed: ABNB, DIS, RBLX, JD, PYPL, GOOG, GOOGL, CAKE, AOS, DE Host: Chris Hill Guests: Matt Argersinger, Andy Cross, Ross Anderson Engineer: Dan Boyd

Spending, investing, dealing with debt...moms have seen it all. (00:21) Tim Beyers discusses: - Disney shares falling after a lackluster 2nd-quarter report - The fate of Hulu - Why The Trade Desk is an attractive business (with a richly-valued share price) (11:17) Mother's Day is on Sunday! To celebrate, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, and Jim Gillies share money lessons they got from their moms. Got a question about personal finance? Email podcasts@fool.com and your question might get used in next week's mailbag segment! Companies discussed: DIS, CMCSA, TTD Host: Chris Hill Guests: Tim Beyers, Lysha Fuentes, Jim Mueller, Anand Chokkavelu, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl