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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


Published:
Adam Cox

The Hypnotist: Remote Controlling Weight Loss

Adam Cox
Original Broadcast:

The Hypnotist

The Hypnotist: Remote Controlling Weight Loss
When you think of someone who could really benefit from your outlook on life — in this case, losing weight — you might describe this approach as 'remote-controlling': it can be effective, as you can look at the issue afresh whereas the target of your good wishes has to contend with all the other aspects of their life. Adam Cox suggests in this episode trying to do this in reverse — imagining someone doing it for you, in order to establish that fresh perspective for yourself.

Published:
Simon Rose

The Business of Film: Black Bag, Last Breath, A Touch of Love

Simon Rose
Original Broadcast:

The Business Of Film

The Business of Film: Black Bag, Last Breath, A Touch of Love
James Cameron-Wilson says that box office is down another 24% this week. Steven Soderbeg's spy thriller Black Bag is #3. With the likes of Michael Fassbender and Cate Blanchett it looks good but is dry, unbelieveable and contrived. He was far keener on #7 Last Breath, a true-life feature based on an earlier documentary about a deep sea rescue. Starring Woody Harrelson it feels totally authentic and is very tense but, if anything, rather too short. James recommends the restoration of 1969's A Touch of Love with Sandy Dennis and Ian McKeellan. It's a searing slice of social commentary which swept James away. A real time capsule, it was hugely influential on the NHS at the time.
Guest:

James Cameron-Wilson


Published:
Simon Rose

Gadgets & Gizmos: Air taxis, AI can't tell the time, gravity batteries & driverless cars getting parking fines

Simon Rose
Original Broadcast:

Gadgets and Gizmos

Gadgets & Gizmos: Air taxis, AI can't tell the time, gravity batteries & driverless cars getting parking fines
Steve Caplin delves into the world of tech. Virgin expects to have an eVTOL air taxi service in the UK relatively soon. In San Francisco, driverless cars got 600 parking tickets last year. AI apparently can't tell analogue time or interpret calendars. Gravity batteries could be used in the lift shafts of abandoned mines. The Chinese company BYD has developed batteries that can add 250 miles range in 5 minutes. Longbow is the first British electric sports car manufacturer, while Volkswagen has an entry-level eCar for just €20,000. And there are two intriguing ways of getting hydration while on the move.
Guest:

Steve Caplin


Published:
Simon Rose

The Bigger Picture: A fifth of UK adults not looking for work, Starmer as an international statesman

Simon Rose
Original Broadcast:

The Bigger Picture

The Bigger Picture: A fifth of UK adults not looking for work, Starmer as an international statesman
Political commentator Mike Indian discusses the fact that a fifth of UK adults are still not looking for work, what used to be called NEETS. The Government has to focus on getting as many people as it can into work sustainably, laying the groundwork for what it will be judged for at the next election. Mike believes that its communication strategy has improved massively. Starmer has come into his own on the international stage, arguably moving into the space at the top of Europe while the US is playing silly buggers with foreign policy. While it will take time to ramp up Europe's defence capability, governments have to think the unthinkable.
Guest:

Mike Indian


Published:
Simon Rose

The Financial Outlook for Personal Investors: The shift from US markets to Europe & BAE Systems

Simon Rose
Original Broadcast:

The Financial Outlook for Personal Investors

The Financial Outlook for Personal Investors: The shift from US markets to Europe & BAE Systems
Finlay Mathers and Neil Shah of Edison Group discuss the move by investors out of the US and into the UK and other European markets, as Trump's tariffs produce a downturn for the American economy and equities. The UK market is far cheaper, has less downside, and it doesn't take much money moving from the big seven US megacaps to stimulate change in European markets. Finlay also discusses BAE Systems which is up 25% in the past twelve months. As a beneficiary of increased defence spending and with an order backlog of £78bn, it has strong growth potential, especially in maritime and armoured vehicles.
Guest:

Finlay Mathers


Published:
Gavin Oldham

Thought for the Week: Monopolies provide no answers

Gavin Oldham
Original Broadcast:

Thought for the Week

Thought for the Week: Monopolies provide no answers
Abolition of NHS England reverses the de-politicisation of the health service, but it leaves intact all the inefficiencies of being a monopoly: thereby rendering people complacent and satisfied with mediocrity, unless they're moved by the Florence Nightingale mindset. Competition enables progress, efficient delivery and innovation, but most of all it respects individuals as customers, not simply treating them as account numbers. No wonder that the Competition & Markets Authority encourages government to use competition effectively on behalf of consumers. Background music: 'Hopeful Freedom' by Asher Fulero

Published:
Georgie Frost

This Is Money: How worried should investors be about the Trump slump?

Georgie Frost
Original Broadcast:

This is Money

This Is Money: How worried should investors be about the Trump slump?
Investors this week have been hit by the 'Trump Slump.' Why is the US President rattling markets, and is it the end of the US bull market? Georgie Frost, Simon Lambert and Lee Boyce discuss what you should be doing to make your investments great again. How will the UK handle potential tariffs, should investors be in panic mode and what do experts say you should be doing to navigate the geopolitical turmoil? Pension freedom rules came into play ten years ago — these allowed retirees to take control of their pension savings, shifting away from the obligation to buy an annuity and moving towards flexible drawdown and investment options. So a decade on, how have the class of 2015 fared? Nationwide is handing out more money — £600 million of it — to 12 million eligible members as a 'big thank you' following its acquisition of Virgin Money last year. That’s £50 each. And it’s separate to its Fairer Share Scheme, which will be announced in May. And lastly, what can you do if a neighbour cuts back hedges and trees which have given you privacy for decades?

Published:
Motley Fool Money

Motley Fool Money: The Uncertainty-Fueled Market Correction (14/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Uncertainty-Fueled Market Correction (14/3)
Companies, investors, and countries are all having a hard time knowing what the future holds. And that makes forecasting hard. Jason Moser and Matt Argersinger discuss the market’s correction reaction to tariffs, and what higher prices might mean for consumers that are already spending less, the market’s questions around Tesla’s tough start to 2025, slipping European sales, and Elon Musk, and earnings from Adobe, Vail, and Docusign. Then, 19 minutes in, macro-focused investor Richard Bernstein walks Ricky Mulvey through the big picture he’s seeing, and how tariffs, trade uncertainty, and how it all flows into what we’ve seen in the stock market over the past few weeks. Finally, 33 minutes in, Jason and Matt break down where they turn to celebrate Pi Day and two stocks on their radar: Ansys and Starbucks. Stocks discussed: TSLA, ADBE, MTN, DOCU, ANSS, SBUX. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey
Guests:

Jason Moser, Matt Argersinger, Richard Bernstein, Ricky Mulvey


Published:
Motley Fool Money

Motley Fool Money: Should Investors Prepare for a Recession? (11/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Should Investors Prepare for a Recession? (11/3)
And what does that mean for long-term stock investors? Asit Sharma and Ricky Mulvey discuss the tech stock sell-off, if the investing thesis for Tesla has fundamentally changed, and no more free bags on Southwest Airlines (for most fliers). Then, 19 minutes in, Alison Southwick and Robert Brokamp discuss Social Security’s funding challenges and how investors should prepare. Companies/tickers discussed: QQQ, TSLA, LUV. Host - Ricky Mulvey; Guests - Asit Sharma, Alison Southwick, Robert Brokamp
Guests:

Asit Sharma, Alison Southwick, Robert Brokamp


Published: