Original Broadcast: Motley Fool Show
When evaluating a fund, one of the first sets of numbers you'll likely look up is its past returns. But those are not the returns that owners of that fund actually earned. Robert Brokamp speaks with Morningstar’s Jeff Ptak about which investor behaviors and types of funds are more associated with underperformance. Also in this episode: the Russell 2000 finally surpassed its 2021 peak, what’s behind the small-cap surge, the Treasury Department has released preliminary guidance about 'no tax on tips', and the spread in yields between investment-grade corporates and Treasuries is the smallest it’s been since 1998. Plus, a lesson from the life and recent death of financial journalist Jonathan Clements: don’t delay your bucket list until retirement. Investments discussed: VOO, QQQ, VTWO, IWC. Host - Robert Brokamp; Guest - Jeff Ptak
Guests: Jeff Ptak
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Original Broadcast: Motley Fool Show
Beyond the big names, where are there opportunities in AI and discounts in the market overall? Plus, Meta’s changing AI plans, and we play 'Higher or Lower'. Travis Hoium, Lou Whiteman, and Jon Quast discuss AI’s hidden gems, TikTok’s sale, where there are opportunities today, and Meta’s AI plans. Companies discussed: Oracle (ORCL), Alphabet (GOOG), Meta Platforms (META), Chipotle (CMG), Cava (CAVA), NVIDIA (NVDA), Vertiv (VRT). Host- Travis Hoium; Guests - Lou Whiteman, Jon Quast
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
Meta introduced a new pair of AI-powered glasses, Google announced a partnership with PayPal and AI updates to Chrome, and the Federal Reserve cut interest rates, but is concerned about both the economy and inflation. Travis Hoium, Lou Whiteman, and Jason Moser discuss the Fed’s rate cut, NVIDIA investment in Intel, Meta's inability to quit the metaverse, Rule Breaker investing and Google’s AI muscle. Companies discussed: NVIDIA (NVDA), Intel (INTC), Meta Platforms (META), Alphabet (GOOG, GOOGL), Tesla (TSLA), Axon (AXON). Host - Travis Hoium; Guests - Lou Whiteman, Jason Moser
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Autonomy is advancing quickly with Waymo leading the charge, but where are there opportunities for investors? And we discuss the future for Rivian and Tesla as EV tax credits expire. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Waymo’s rapid expansion, Rivian breaks ground, Tesla’s Robotaxi challenges, and our top EV/autonomous stock. Companies discussed: Alphabet (GOOG, GOOGL), Mobileye (MBLY), Tesla (TSLA), Lyft (LYFT), Uber (UBER). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
We discuss the new iPhone’s impact on Apple’s business, whether the economy is slowing, and what Oracle’s huge move today means for investors.Travis Hoium, Lou Whiteman, and Rachel Warren discuss Apple’s newest products, jobs data and the latest on inflation, and Oracle’s blowout numbers. Companies discussed: AAPL (AAPL), Oracle (ORCL). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Tom Slater is a partner and investment manager at Edinburgh-based investment firm Baillie Gifford. Motley Fool Chief Investment Officer Andy Cross talks with Slater about the keys to successful long-term investing. Topics discussed include finding long-term winners, managing your mindset, culture, leadership, allocation and E-commerce winners. Host - Andy Cross; Guest - Tom Slater
Guests: Tom Slater
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Original Broadcast: Motley Fool Show
The crew discusses another disappointing jobs report, the week in artificial intelligence, and a vibe check on some of the most talked about names on the market. Travis Hoium, Lou Whiteman, and Matt Frankel discuss this week’s jobs data, Anthropic’s funding, Google antitrust win, and Elon Musk’s potential trillion dollar payday. Companies discussed: Tesla (TSLA), Alphabet. OOG), Lululemon (LULU), Nike (NKE), On Holding (ONON), Figma (FIG), Coreweave (CRWV). Host -Travis Hoium; Guests - Lou Whiteman, Matt Frankel.
Guests: Lou Whiteman,Matt Frankel
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Original Broadcast: Motley Fool Show
Google shares jumped after the search giant won a big court battle that will allow it to keep Chrome, Android, and search distribution deals. Plus, we discuss the Kraft Heinz split and the IPO frenzy taking place today. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Google keeps Chrome, Kraft — Heinz split, and IPO frenzy. Companies discussed: Alphabet (GOOG, GOOGL), Kraft Heinz (KHZ), Coreweave (CRWV), Circle (CRCL). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Elon Musk has sued Apple over its App Store practices, but the bigger news may be Apple considering acquiring some major AI startups. We also cover the government’s interest in taking equity stakes in defense companies and Fox’s weak hand as it looks for higher cable fees. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Elon Musk suing Apple, Apple’s AI future with Siri and potential acquisitions, the government’s Intel stake and (potential) defence deals, and Fox vs YouTube TV. Companies discussed: Alphabet (GOOG), Apple (AAPL), Intel (INTC), Fox (FOX). Host - Travis Hoium; Guests - Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
Lower interest rates are more than a macro headline — for some businesses, what the Federal Reserve decides to do plays an integral role for both management and investors. Analysts Emily Flippen, Jason Hall, and David Meier debate the stocks most likely to be impacted after Federal Reserve Chair Jerome Powell’s speech at Jackson Hole. Companies discussed: WD, RKT, GRBK, O, PYPL, ABNB, PAYC, TSLA; Host - Emily Flippen; Guests -Jason Hall, David Meier.
Guests: Jason Hall,David Meier
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