Share Sounds. related to Shares

Another positive sign for the travel industry as Delta raises guidance. Bill Barker and Deidre Woollard discuss the surge in international travel and where Delta’s next revenue bump could come from, what factors could slow the travel boom, and the curious allure of the many flavors of Doritos. Then, 15 minutes in, the latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro. Companies discussed: DAL, PEP. Host - Deidre Woollard; Guests - Bill Barker, Ricky Mulvey

The shining towers and ivory walls of the City of London — many of our financial trials and tribulations can be traced back to October 1986, when the clear distinction between self-interest and acting in the interests of customers was abruptly brought to an end in the 'Big Bang'. Among those who saw it all happen was legendary market-maker Brian Winterflood MBE, who died on 29th June. His financial legacy, built over sixty years in the City, is massive. Background music: 'Communicator' by Reed Mathis

AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience. Asit Sharma and Dylan Lewis discuss Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access, what those moves say about AI, online intellectual property, and the next era of the internet, and Meta’s new Twitter challenger Threads. Then, 16 minutes in, Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought. Companies discussed: META, EOLS, GOLF, PM, DIS. Host - Dylan Lewis; Guests - Asit Sharma, Rickey Mulvey, Nick Sciple

2023 is half over and the stock market has rebounded significantly from its 2022 lows. Andy Cross and Jason Moser discuss revised first quarter GDP data, Nike earnings coming in a bit light, and the Biden Administration's proposed new artificial intelligence chip export restrictions for China. Then, 19 minutes in, Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. Finally, 32 minutes in, Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA. Host - Ron Gross; Guests - Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer

One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time. Jim Gillies and Ricky Mulvey discuss Walgreens Boot Alliance’s disappointing 3rd quarter, the pharmacy chain’s turnaround story, what to look for in investor presentations, and why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity. Plus, 12 minutes in, Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers. Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD. Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/. Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0. Host - Ricky Mulvey; Guests - Jim Gillies, Robert Brokamp, Matt Argersinger

Mary Long caught up with Jason Del Rey, author of “Winner Sells All: Amazon, Walmart, and the Battle for Our Wallets”, and how Amazon often beat Walmart’s low-price guarantee, the incentives that slowed down Walmart’s e-commerce rollout, why WalMart was hesitant about creating a loyalty program, and Amazon and Walmart’s push into healthcare. Companies discussed: AMZN, WMT. Host - Mary Long; Guest - Jason Del Rey

Rivian, Ford, and General Motors are all on-board to make cars that can use Tesla’s charging standard. But this collaboration won’t slow down the competition in electric vehicles any time soon. Asit Sharma and Dylan Lewis discuss why Rivian, Ford, and General Motors are signing on to make cars work with Tesla’s North American Charging Standard (NACS), what’s behind Tesla’s 140% jump in shares so far in 2023, Hyuandai’s $28B 10-year commitment to EVs and the Chinese government’s new $72B tax break program (NOTE: In the discussion, we accidentally refer to the combined charging standard as “CSS” instead of “CCS”). The, 12 minutes in, Ricky Mulvey caught up David Johnston, a vice president of asset protection and retail operations for the National Retail Federation to take a look inside retail crime syndicates and what's being done to stop them. Companies discussed: TSLA, F, GM, LOW, TGT, HD, CVS. Host - Dylan Lewis; Guests - Asit Sharma, David Johnston, Ricky Mulvey

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, and the promise and problems of “15-minute cities”. Companies and REITs mentioned: CRM, ARE, WE, PEAK, DEA. Host - Deidre Woollard; Guest - Matt Argersinger

Some are saying it’s a bull market, we’re calling it a giddy one. 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, and why the market was hungry for shares of restaurant brand Cava. 19 minutes in, 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'. Then, 35 minutes in, 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

Netflix’s is aiming to return to growth by cracking down on password sharing. 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. 15 minutes in, 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