Share Sounds. from Motley Fool Show

Podcast Directory


Strand: Share Saturday
Programme: Motley Fool Show
Clear Selection

Motley Fool Money

Motley Fool Money: Big Banks and Big Rates (13/10)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Big Banks and Big Rates (13/10)
The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer. Emily Flippen and Jason Moser discuss what big interest rates mean for big banks and the latest insights from Jamie Dimon, Pepsi’s earnings showing signs that growth might be propped up by price hikes, and Atlassian’s $1B acquisition of Loom, the market reaction. to the Birkenstock IPO, and Spotify’s latest audio push. Then, 19 minutes in, Bloomberg’s Zeke Faux talks about the trial of FTX’s Sam Bankman Fried with Motley Fool Money’s Deidre Woollard. Finally, 33 minutes in, Jason and Emily break down two stocks on their radar: Outset Medical and Twilio. Stocks discussed: JPM, WFC, PEP, TEAM, BIRK, SPOT, OM, TWLO. Host - Dylan Lewis; Guests - Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux
Guests:

Emily Flippen, Jason Moser, Deidre Woollard, Zeke Faux


Published:
Motley Fool Money

Motley Fool Money: Google, DOJ, and Default Inertia (11/10)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Google, DOJ, and Default Inertia (11/10)
The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great. Tim Beyers and Dylan Lewis discuss how the Department of Justice is charging Google for cementing itself as the search leader with exclusive deals with Apple, just how lucrative those deals were for Apple, and the similarities with this case and the government’s anti-trust case against Microsoft in the 1990s. Then, 15 minutes in, Mary Long caught up with Motley Fool analyst Sanmeet Deo for a chat about airport security stock Clear and the race to the front of the line. Companies discussed: AAPL, GOOG, GOOGL, YOU. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Sanmeet Deo
Guests:

Tim Beyers, Mary Long, Sanmeet Deo


Published:
Motley Fool Money

Motley Fool Money: EVs and Inside Elon Musk’s Mind (6/10)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: EVs and Inside Elon Musk’s Mind (6/10)
BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge. Ron Gross and Bill Mann discuss the jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season, Meta’s plans to offer a monthly subscription to users in the EU, Cyberattacks hitting Clorox, MGM, and Caesar’s and China’s BYD heating up the race in EVs. Then, 19 minutes in, Elon Musk’s biographer Walter Isaacson explains Musk’s fascination with X and how his fixation on mission fuels his innovative and entrepreneurial spirit. Finally, 33 minutes in, Bill and Matt break down two stocks on their radar: Chevron and Burford Capital. Stocks discussed: META, CLX, MGM, CZR, TSLA, KVUE, ASR. Host - Dylan Lewis; Guests - Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson
Guests:

Bill Mann, Ron Gross, Ricky Mulvey, Walter Isaacson


Published:
Motley Fool Money

Motley Fool Money: Mobile Payments Around the World (30/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Mobile Payments Around the World (30/9)
Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss the evolution of payments in India, micropayments versus credit cards, how MercadoLibre is gaining traction with cross-border payments in Latin America, and the move for payments companies to become a superapp. Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA. Host - Mary Long; Guest - Asit Sharma
Guest:

Asit Sharma


Published:
Motley Fool Money

Motley Fool Money: How Fools Use ETFs (26/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: How Fools Use ETFs (26/9)
We like stocks. We also like exchange traded funds (ETFs). But first, Ricky Mulvey and Jim Gillies discuss a difficult stretch for small-cap stocks, Costco’s new healthcare offering, and one piece of Costco’s valuation that’s often forgotten by investors. Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios. Companies/ETFs mentioned: COST, CIBR. Hosts - Ricky Mulvey, Alison Southwick; Guests - Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann
Guests:

Jim Gillies, Robert Brokamp, Kirsten Guerra, Jason Moser, Bill Mann


Published:
Motley Fool Money

Motley Fool Money: Containing Big Tech (24/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Containing Big Tech (24/9)
When your information is everywhere, is it possible to rein it back in? Deidre Woollard caught up with Tom Kemp, a cybersecurity expert and author of “Containing Big Tech: How to Protect our Civil Rights, Economy, and Democracy.” They discuss the implications of biometric data collection in a world where big tech runs rampant, which companies are getting the privacy game right (and wrong), Angel investing, and workarounds to weak links in existing cybersecurity systems. Tickers discussed: META, AAPL, AMZN, GOOG, GOOGL, MSFT. Host - Deidre Woollard; Guest - Tom Kemp
Guest:

Tom Kemp


Published:
Motley Fool Money

Motley Fool Money: Powell Stays Put, For Now (21/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Powell Stays Put, For Now (21/9)
Interest rates are paused but the hikes may not be over yet. Bill Mann and Deidre Woollard discuss what metrics the Fed is looking at before its next meeting, how FedEx’s business has evolved over time, and the traits a good chief financial officer should have. Then, 15 minutes in, Tom King and Deidre Woollard explore how TransMedics is building a complete organ transplantation supply chain. Companies discussed: FDX, UPS, TMDX. Host - Deidre Woollard; Guests - Bill Mann, Tom King
Guests:

Bill Mann, Tom King


Published:
Motley Fool Money

Motley Fool Money: Three Strikes (19/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Three Strikes (19/9)
The United Auto Workers are taking on the entire Big Three at once for the first time ever. (00:21) Ricky Mulvey and Asit Sharma discuss how investors can measure an automaker’s profits, a long-term problem for legacy carmakers, the impact of the strike on Tesla, and digital payments adoption in India. Plus, 15 minutes in, Robert Brokamp and Alison Southwick talk about planning dream vacations before retirement and why you shouldn’t wait. Companies discussed: F, GM, STLA, TSLA, PYPL. Host - Ricky Mulvey; Guests - Asit Sharma, Robert Brokamp, Alison Southwick
Guests:

Asit Sharma, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Apple's Compounding iPhone Iteration (13/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Apple's Compounding iPhone Iteration (13/9)
Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade. Tim Beyers and Dylan Lewis discuss Apple’s fall update and the details on the iPhone 15 and 15 Plus, how the company is using phones to feed content for its future Vision Pro headsets, and why we want to be hearing more about Slack during Salesforce’s Dreamforce conference. Then, 19 minutes in, Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes. Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV. Host - Dylan Lewis; Guests - Tim Beyers, Ricky Mulvey, Bill Mann
Guests:

Tim Beyers, Ricky Mulvey, Bill Mann


Published:
Motley Fool Money

Motley Fool Money: Expectations Investing Part 2: General Motors to Nvidia (9/9)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Expectations Investing Part 2: General Motors to Nvidia (9/9)
What does an investor have to believe for today’s share price to make sense? Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss value drivers for a mature automaker, a high-growth payment processing company experiencing a narrative shift, and whether Nvidia can maintain its moat over the long-term. Companies discussed: GM, CP, ADYEY, NVDA. Host - Ricky Mulvey; Guest - Asit Sharma
Guest:

Asit Sharma


Published: