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Motley Fool Money: Management Weighs in on the Macro (18/4)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Management Weighs in on the Macro (18/4)
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking — or not talking — about tariffs. Jason Moser and Matt Argersinger discuss everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behaviour, and earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. Then, 19 minutes in, we’re entering the age of sophisticated robotics. Daniela Rus — author of 'The Heart and The Chip and The Mind’s Mirror' — talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded. Finally, 33 minutes in, Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties. Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Daniela Rus
Guests:

Jason Moser, Matt Argersinger, Daniela Rus


Published:
Motley Fool Money

Motley Fool Money: Are Retail Stocks a Bargain? (15/4)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Are Retail Stocks a Bargain? (15/4)
“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein. Jim Gillies and Ricky Mulvey discuss fund managers cutting their positions in US stocks, how long-term investors should react to fear in the markets, and if Abercrombie & Fitch’s stock deserves to be in the bargain bin. Then, 19 minutes in, Robert Brokamp joins Ricky to discuss what your tax return reveals about your finances. Companies and tickers discussed: ASO, ANF, XRT. Host - Ricky Mulvey; Guests - Jim Gillies, Robert Brokamp
Guests:

Jim Gillies, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Tariffs, Trump, and Turmoil (11/4)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Tariffs, Trump, and Turmoil (11/4)
Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company. And Emily and Matt share two stocks on their radar. Host - Ron Gross; Guests - Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos
Guests:

Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos


Published:
Motley Fool Money

Motley Fool Money: Sahil Bloom, The 5 Types of Wealth (5/4)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Sahil Bloom, The 5 Types of Wealth (5/4)
Your finances are one important piece of building a wealthy life. Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is 'The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life'. Robert Brokamp caught up with Bloom for a conversation about why money does buy happiness (to an extent), managing your time wealth, what social media gets wrong about health advice, and the case for creating an energy calendar. Company discussed: AAPL. Host - Robert Brokamp; Guest - Sahil Bloom
Guest:

Sahil Bloom


Published:
Motley Fool Money

Motley Fool Money: Lions, and tigers, and tariffs. Oh my! (4/4)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Lions, and tigers, and tariffs. Oh my! (4/4)
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host - Ron Gross; Guests - Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders
Guests:

Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders


Published:
Motley Fool Money

Motley Fool Money: You Can’t Tariff Love (3/4)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: You Can’t Tariff Love (3/4)
The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. Nick Sciple and Ricky Mulvey discuss why markets are reacting so strongly to the reciprocal tariff announcements, how investors can look for opportunities, but “not be a hero” right now, and Match Group’s new artificial intelligence flirting game. Then, 17 minutes in, Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker. Companies discussed: WINA, MTCH, OTC: NTDOY. Host - Ricky Mulvey; Guests - Nick Sciple, Rick Munnariz
Guests:

Nick Sciple, Rick Munnariz


Published:
Motley Fool Money

Motley Fool Money: The Future of Google Search (27/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Future of Google Search (27/3)
The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. Jason Moser and Ricky Mulvey discuss the 25% tariffs that the Trump administration announced for imported cars and auto parts, how Google is trying to respond to the next era of search, and Robinhood’s quest to become the everything-finance app. Then, 17 minutes in, Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider. Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE. Host - Ricky Mulvey; Guests - Jason Moser, Anthony Schiavone
Guests:

Jason Moser, Anthony Schiavone


Published:
Motley Fool Money

Motley Fool Money: Looking Back on Berkshire’s Outperformance (25/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Looking Back on Berkshire’s Outperformance (25/3)
Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. Jim Gillies and Ricky Mulvey discuss how Apple has driven Berkshire’s performance, Disney’s flat returns over the past five years, and a jeans manufacturer that is smashing the market. Then, 19 minutes in, Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day. Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB. Host - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp
Guests:

Jim Gillies, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Market Movers — Jerome Powell and Jensen Huang (21/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Market Movers — Jerome Powell and Jensen Huang (21/3)
Two of the most influential voices in the market had something to say this week. Asit Sharma and Jason Moser discuss Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing, what Tesla investors need to know about the headlines around recent accounting concerns, and earnings updates and red market reactions for FedEx, Nike, and Accenture. Then, 19 minutes in, Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO. Finally, 31 minutes in, Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma. Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM. Host - Dylan Lewis; Guests - Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner
Guests:

Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner


Published:
Motley Fool Money

Motley Fool Money: Nvidia’s New Chips, with a Side of Valuation (19/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Nvidia’s New Chips, with a Side of Valuation (19/3)
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus the coming generation of chips, increased competition from hyperscalers, and partnerships in fast food, autonomous driving, and robotics. Then, 20 minutes in, a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions. Got a question for the show? Email podcasts@fool.com. Companies/tickers discussed: NVDA, PYPL. Host - Mary Long; Guests - Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis
Guests:

Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis


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