Elon Musk is committed to Tesla for at least five more years. Jason Moser and Ricky Mulvey discuss investing in companies with a singular leader, earnings results from Home Depot, and a listener's suggestion to create a “laziness” stock basket. Finally, 17 minutes in, Robert Brokamp answers listener questions about Roth IRAs and dividend investing. Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT. Host - Ricky Mulvey; Guests - Jason Moser, Robert Brokamp
Guests: Jason Moser,Robert Brokamp
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Original Broadcast: Motley Fool Show
After mounting escalations, businesses and investors get a 90-day reprieve on tariffs between the world’s most important trade partners. Jason Moser and Dylan Lewis discuss the U.S. and China’s short-term trade truce, and why there’s some hope that a more permanent deal will be struck, Fox’s next step into streaming with Fox ONE, its existing Tubi footprint, and success in video advertising. Then, 16 minutes in, GoDaddy is known for its commercials, less known for its capital allocation strategy. GoDaddy CFO Mark McCaffrey walks Ricky Mulvey through the company’s philosophy on share buybacks. Companies discussed: FOX. Host - Dylan Lewis; Guests - Jason Moser, Ricky Mulvey, Mark McCaffrey
Guests: Jason Moser,Ricky Mulvey,Mark McCaffrey
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Original Broadcast: Motley Fool Show
Even in free markets, governments still make plays. Chris Hughes is a co-founder of Facebook and an economist who specialises in the history of Fed policy. He is also the author of 'MarketCrafters: The 100-Year Struggle to Shape the American Economy.' Hughes joined Ricky Mulvey to discuss modern examples of American 'market craft', how to fix the housing crisis, and what we did and didn’t get from $2 trillion in COVID aid. Host - Ricky Mulvey; Guest - Chris Hughes
Guests: Chris Hughes
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Original Broadcast: Motley Fool Show
Fed Chair Powell and team want to see more before making changes to interest rates, and automakers are an early sign price increases might be coming in response to tariffs. Tim Beyers and Bill Mann discuss the Fed’s continued wait and see approach to tariff policy, inflation, and interest rate cuts, Ford’s warning of tariff impacts, and why MercadoLibre is worth a look amid the macro uncertainty, and how Uber and DoorDash are both flourishing as they cash in on the delivery market and consumer laziness. Then, 19 minutes in, Fool contributor Jason Hall talks through his time at Berkshire Hathaway’s annual meeting in Omaha, Warren Buffett’s plans to step down as CEO, and what to expect next from Greg Abel. Finally, 31 minutes in, Bill and Tim break down two stocks on their radar: Apple and Ibotta. Stocks discussed: F, MELI, DASH, UBER, NVO, BRK.A, BRK.B, AAPL, BAC, IBT. Host - Dylan Lewis; Guests - Bill Mann, Tim Beyers, Jason Hall
Guests: Bill Mann,Tim Beyers,Jason Hall
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Original Broadcast: Motley Fool Show
After sixty years at the helm of Berkshire Hathaway, the Oracle of Omaha is ready for retirement. Jim Gillies and Dylan Lewis discuss Warren Buffett’s plan to step down as CEO of Berkshire Hathaway, the parallels between Berkshire’s succession planning and Apple’s transition from Steve Jobs to Tim Cook, and the available cash, opportunities, and challenges ahead for Greg Abel and team. Companies discussed: BRK.A, BRK.B, AAPL, BAC. Host - Dylan Lewis; Guest - Jim Gillies
Guests: Jim Gillies
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Original Broadcast: Motley Fool Show
Microsoft just got the market focused on business results again. Nick Sciple and Dylan Lewis discuss Microsoft posting double digit growth across five segments and continuing to put cap ex to work on AI and the cloud, Meta’s advertising present and AI future, and why Microsoft is leading big tech and has the best near-term outlook for the Mag 7 stocks. Then, 17 minutes in, Yasser el-Shimy and Mary Long continue their conversation about Warner Brothers Discovery and shine a spotlight on David Zaslav – the man tasked with leading the media conglomerate into the future. Companies discussed: MSFT, META, AAPL, AMZN, WBD. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Ryan Henderson
Guests: Tim Beyers,Mary Long,Ryan Henderson
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Original Broadcast: Motley Fool Show
PayPal is not making noise, but standing firm on its earnings outlook. Jason Moser and Ricky Mulvey discuss how trade disputes are impacting the Port of Los Angeles, what PayPal’s advertising business means for its growth story, and earnings from Spotify. Then, 15 minutes in, Robert Brokamp joins Ricky to discuss some methods to diversify your savings. Companies discussed: WMT, PYPL, SPOT. Host - Ricky Mulvey; Guests - Jason Moser, Robert Brokamp
Guests: Jason Moser,Robert Brokamp
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Original Broadcast: Motley Fool Show
Warren Buffett’s conglomerate has more cash on the books than any company in history. Matt Argersinger and Ricky Mulvey discuss what home sales data says about the economy, a traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics, and the reasons why Warren Buffett could be sitting on record cash. Then, 17 minutes in, Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impact of tariffs and export controls on the chip designer. Companies discussed: DHI, CMG, BRK.A, BRK.B, AMD. Host - Ricky Mulvey; Guests - Matt Argersinger, Mary Long, Asit Sharma
Guests: Matt Argersinger,Mary Long,Asit Sharma
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Original Broadcast: Motley Fool Show
Fed independence brings stability, and markets love stability. Asit Sharma and Dylan Lewis discuss the Trump Administration’s focus on Fed Chair Jerome Powell, the role of an independent Federal Reserve Bank for the market and investors, and Netflix’s earnings and status as a “recession-proof” stock. Then, 16 minutes in, Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopify. Companies discussed: NFLX, SHOP, AMZN. Host - Dylan Lewis; Guests - Anand Chokkavelu, Dan Caplinger, Rick Munarriz
Guests: Anand Chokkavelu,Dan Caplinger,Rick Munarriz
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Original Broadcast: Motley Fool Show
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking — or not talking — about tariffs. Jason Moser and Matt Argersinger discuss everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behaviour, and earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis. Then, 19 minutes in, we’re entering the age of sophisticated robotics. Daniela Rus — author of 'The Heart and The Chip and The Mind’s Mirror' — talks through the nature of developing truly autonomous robots, and how most cutting edge robotics work gets funded. Finally, 33 minutes in, Jason and Matt break down two stocks on their radar: Alphabet and Ryman Hospitality Properties. Stocks discussed: UAL, BAC, JPM, PLD, GOOG, GOOGL, RHP. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger, Daniela Rus
Guests: Jason Moser,Matt Argersinger,Daniela Rus
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