Original Broadcast: Thought for the Week
In response to Andy Burnham's invitation to join his cross-party working group on overhauling social care arrangements throughout the United Kingdom, Sir Ed Davey called for diversity while Kemi Badenoch said it mustn't increase public spending. However there are other deep questions to answer as well: such as how to prepare people better for old age; will they be prepared to seize the opportunity to end universality and focus on targeted support, including for health care; and whether they can bring in a new focus on inter-generational rebalancing? Background Music: 'Young And Old Know Love' by Puddle of Infinity
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Original Broadcast: This is Money
Is the can finally going to stop being kicked down the road on social care? Andy Burnham has promised to correct what he has called a ‘dereliction of duty’ by a generation of politicians. But how does he plan to succeed where so many before him have failed, can he pull it off and who is going to end up paying? Georgie Frost, Helen Crane and Simon Lambert discuss how to solve a problem that has defeated successive governments and created a reverse lottery where the unlucky losers can see their wealth wiped out. Meanwhile, there was no move for the Bank of England this week as interest rates were held again, despite fears that the recent spike in energy prices could prompt another inflation shock. What does it all mean for our money? Plus, would you haggle at a high street store? Our man Toby Walne did, so what happened? And finally, is Britain’s beach hut boom over?
Guests: Helen Crane
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Original Broadcast: Motley Fool Show
The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Plus, we discuss why hyperscalers are moving in opposite directions, why Tesla may leave China, and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss Situational Awareness, leverage gone wrong, hyperscaler divergence, would you rather? Tesla in China, and stocks on our radar. Companies discussed: Tesla (TSLA), GM (GM), Eli Lilly (LLY), Novo Nordisk (NVO), JPMorgan (JPM) SoFi (SOFI), SpaceX (SPCX), Costco (COST), Target (TGT), L3Harris (LHX), Keysight (KEYS). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyler break down why investors loved Microsoft’s earnings while hating Meta’s, and whether Microsoft is the best Mag7 stock right now. Plus, an earnings lightning round and whether single stock or basket is the best approach. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss Meta and Microsoft’s earnings reports, the best MAg 7 stock to buy now, Hidden Gems earning highlights, and maibag: buy single stocks or bet on several companies in the same industry? Companies discussed: META, MSFT, GOOG, NVDA, MA, V, EME, GRMN, LHX, HD, LOW, AMD, CAT, DE. Host — Tyler Crowe; Guests — Matt Frankel, Lou Whiteman.
Guests: Matt Frankel,Lou Whiteman
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Adam Cox draws a link back to the Paleolithic period, going back 15,000 — 20,000 years when humans had to be hunter-gatherers in order to eat. There was then lots of movement and lots of gaps between eating, in contrast with today's snacking society. Building a mix of hypnosis with weight loss strategy can be an effective way of controlling excess body fat.
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Original Broadcast: The Business Of Film
James Cameron-Wilson is impressed that the Odyssey is so popular that it took almost the same in its second weekend as its first. He was initially infuriated by #13 Animal Farm, an animated version of Orwell's novella made by Andy Serkis. Although heavily updated for a modern audience, the spine of the story remains, the animation is top-notch and the chilling tale seems more relevant and prophetic than ever, even if it is unclear who it is aimed at. He was left cold and dispirited by The Dink, an Apple TV+ movie from Ben Stiller about pickleball. Every joke comes with a gag warning, with the music being annoyingly leading. Netflix's Elize: Shadow of a Woman, a true tale about a murderess was unengaging and played like yet another of the channel's sensational and lurid true-crime tales. It made James go out and see The Invite again to cleanse his movie palate.
Guests: James Cameron-Wilson
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Original Broadcast: Gadgets and Gizmos
Steve Caplin says that plans for a humanoid robot teacher in New York have been cancelled. In several US state, schools are buying drones designed to combat school shootings. If you store your bike inside, a Flatbike could be useful, with handlebars and pedals that don't stick out. The Cordalock could be the answer to all those bicycle wheels left attached to bike stands. The Chip compact electric car could be a bargain if it does all its makers say it will. There's a crowd-funded tethered drone to provide light outside when camping that might not be properly thought out but more interesting is a gadget to use old tablets to pimp up your car dashboard display. And a Canadian university has found a way of 3D printing contact lenses.
Guests: Steve Caplin
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Original Broadcast: Thought for the Week
Not surprisingly, the proposal from Gary Lineker and his millionaire colleagues for a wealth tax has been met with ridicule — Robert Colvile writing in the Sunday Times says, 'The problem isn't that those who've signed the pledge are hypocrites. It's that they're idiots'. However, there is an alternative approach which could bypass gargantuan Government spending. Donating the equivalent sum to a charity of the philanthropist's choice would enable targeted support based on their analysis of need. This could provide a direct solution for the challenge of inter-generational rebalancing so that future generations are better placed to tackle national debt and future public sector payment obligations, which now exceed £9 trillion. Background music: 'Intellect' by Yung Logos
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Original Broadcast: This is Money
A raft of new initiatives have been released by our new prime minister last week, covering pubs, buses and electricity bills: is this all part of a radical plan, or just more tinkering? And how do we pay for it? Budgeting for defence spending is also clearly a big issue going forward, so what does new Chancellor John Healey have in store for us?
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Original Broadcast: Motley Fool Show
Alphabet’s stock is down double digits this week after the company reported negative free cash flow in the second quarter. We discuss what that means for big tech, neoclouds, and the entire supply chain. Plus, we get to Tesla’s earnings and the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss Alphabet’s free cash flow, who blinks?, Tesla’s Stock Drop, the price is right, Intel’s earnings, and stocks on our radar. Companies discussed: BBB Foods (TBBB), Booz Allen Hamilton (BAH), Alphabet (GOOG), Microsoft (MSFT), Meta (META), Amazon (AMZN), Taiwan Semiconductor (TSM), Tesla (TSLA), SpaceX (SPCX), General Motors (GM), Lyft (LYFT), Hims & Hers (HIMS), Palantir (PLTR). Host — Travis Hoium; Guests — Lou Whiteman, Jason Hall.
Guests: Lou Whiteman,Jason Hall
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Original Broadcast: Motley Fool Show
Spain is the new soccer world champ, but Kalshi was also a winner from the World Cup as it added three million new users. Jon, Matt, and Rachel discuss the state of the predictions market and explain how predicting the outcome of an event is fundamentally different than investing in a stock. The team then moves into discussing how China’s Kimi K3 AI model could be disruptive to some companies and provide a tailwind for others. And the show closes with a mailbag question about digital advertising.Jon Quast, Matt Frankel, and Rachel Warren discuss the World Cup drove adoption of prediction markets, the difference between investing and gambling, how China’s Kimi K3 model could disrupt the AI space, and whether Nvidia stock could be a hidden beneficiary. Also, mailbag: the outlook for digital advertising. Companies discussed: Kalshi, DraftKings (DKNG), Flutter Entertainment (FLUT), Meta Platforms (META), Anthropic, OpenAI, Nvidia (NVDA), Alphabet (GOOG)(GOOGL). Host: Jon Quast Guests: Matt Frankel, Rachel Warren.
Guests: Matt Frankel,Rachel Warren
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Original Broadcast: Modern Mindset
The summer can be truly exciting for families, with lots of extra time together and travel on the cards. But what about those operating from a two-house co-parenting model? Alternative parenting arrangements such as these can experience friction, disagreements, and even further dysfunction down the line. Joining Rory McGowan to discuss some new research exploring the issue is Daniel Ryan, a Family Law Solicitor.
Guests: Daniel Ryan
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