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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


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:
Motley Fool Money

Motley Fool Money: Tariffs Tangle Markets, Businesses, Investors (7/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Tariffs Tangle Markets, Businesses, Investors (7/3)
When uncertainty spikes, our ability to look out into the future shrinks. Emily Flippen and Matt Argersinger discuss how the shifting tariff picture is driving uncertainty across markets, economic forecasts, and investor outlooks, Target’s continuing troubles, and why even Costco can’t escape the retail slowdown, and what’s behind Okta’s 25% post-earnings pop. Then, 19 minutes in and five years from the beginning of the pandemic, Malcolm Gladwell reflects on our COVID response, his past works, and his latest book 'Revenge of the Tipping Point'. Finally. 32 minutes in, Emily and Matt break down two sides of 24-hour trading and what’s on their radar this week: private equity firms and Lovesac. Stocks discussed: TGT, COST, OKTA, BN, BX, KKR, APO, LOVE. Host - Dylan Lewis; Guests - Emily Flippen, Matt Argersinger, Malcolm Gladwell
Guests:

Emily Flippen, Matt Argersinger, Malcolm Gladwell


Published:
Motley Fool Money

Motley Fool Money: Crypto's New Backer (5/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Crypto's New Backer (5/3)
BlackRock wants to buy ports; Trump wants to buy crypto. Asit Sharma and Mary Long discuss how investors can prepare for potential “disturbance”, BlackRock’s latest acquisition, and the reasons for and against a national “strategic reserve” of cryptocurrency. Then, 15 minutes in, Ricky Mulvey and Mary go to a crypto conference in downtown Denver. Tickers mentioned: BLK, CKHUY, BTC, ETH, XRP, SOL, ADA. Host - Mary Long; Guests - Asit Sharma, Ricky Mulvey
Guests:

Asit Sharma, Rickey Mulvey


Published:
Motley Fool Money

Motley Fool Money: Tariffs Become Reality (4/3)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Tariffs Become Reality (4/3)
The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? Jason Moser and Ricky Mulvey discuss the impacts of tariffs on investors and companies, if Target is a value play, and Okta’s market opportunity in security verification. Then, 17 minutes in, Alison Southwick and Robert Brokamp offer financial planning tips for solopreneurs. Companies discussed: HD, TSM, TGT, OKTA. Host - Ricky Mulvey; Guests - Jason Moser, Alison Southwick, Robert Brokamp
Guests:

Jason Moser, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Nvidia, Apple, and Eli Lilly: Manufacturing the Future (28/2)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Nvidia, Apple, and Eli Lilly: Manufacturing the Future (28/2)
The great buildout for AI and GLP-1 drugs continues. Jason Moser and Matt Argersinger discuss how Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025, Apple and Eli Lilly’s plans to expand manufacturing and development in the U.S., and earning updates from Home Depot, Axon, and Cava. Here is Jason’s fabled at-home Cava recipe: https://moribyan.com/spicy-lamb-meatballs-cava-copycat/. Then, 19 minutes in, Jason dives deeper into Axon’s earnings with President Josh Isner, breaking down some of the major growth opportunities ahead, and how the company is approaching the focus on government budgets and tariff talks. Finally, 35 minutes in, Matt and Jason break down two stocks on their radar: Marqueta and EPR Properties. Stocks discussed: NVDA, AAPL, LLY, HD, AXON, CAVA, MQ, EPR. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Josh Isner
Guests:

Jason Moser, Matt Argersinger, Josh Isner


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