Original Broadcast: Motley Fool Show
Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we break down some of the big takeaways from the letter as well as pushing back at some of the things we were less sure about: plus, dissecting Bill Ackman’s Universal Music Group bid and answering listener questions. Tyler Crowe, Lou Whiteman, and Jason Hall discuss Jamie Dimon’s message to JPMorgan investors, Dimon’s words of warning to the private credit market, whether rolling back bank regulations is the best idea, Pershing Square bids for Universal Music Group, Bill Ackman’s investing track record, and listener question, including: are covered call ETFs a good idea? Companies discussed: JPM, OWL, PSHZF, UMGNF, JEPQ. Host — Tyler Crowe. Guests — Jason Hall, Lou Whiteman.
Guests: Jason Hall,Lou Whiteman
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Original Broadcast: Motley Fool Show
Oil has soared to $110 per barrel, but it hasn’t hit the economy yet. We discuss why and than get to the hottest IPO ever, SpaceX, and what the future of the space economy might look like. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss oil markets, SpaceX’s $2 trillion IPO, our mini-portfolio and stocks on our radar. Companies discussed: TransDigm (TDG), Truist Financial (TFC), Rocket Lab (RKLB), QXO (QXO), Nelnet (NNI), Booking (BKNG), Moderna (MRNA), Freeport-McMoRan (FCX), Microsoft (MSFT), Berkshire Hathaway (BRK-B), Alphabet (GOOG), Uber (UBER), Intuit (INTU), Workday (WDAY), Disney (DIS), Nike (NKE), McCormick (MKC) York Space Systems (YSS). Host — Travis Hoium; Guests — Lou Whiteman, Dan Caplinger.
Guests: Lou Whiteman,Dan Caplinger
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Original Broadcast: Motley Fool Show
On the heels of the Artemis II launch and SpaceX’s confidential filing to go public, Amazon is reportedly looking to acquire Globalstar as it works on its own satellite internet ambitions. Our analyst team also takes a look at the economy through the lens of luxury furniture retailer RH before closing the show out by answering a question from our mailbag about good investing books for beginners. Tyler Crowe, Matt Frankel, and Jon Quast discuss Amazon’s reported interest in Globalstar, RH and housing trends, and best investing books for beginners. Companies discussed: Amazon (AMZN), Globalstar (GSAT), Nike (NKE), RH (RH), Berkshire Hathaway (BRK.A)(BRK.B). Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
The stock market has entered correction territory as the AI trade falls apart and rising energy prices risk a global recession. We discuss how to handle market downturns, what we see in energy markets, and why long-term investing is still the answer for investors. Travis Hoium, Andy Cross, and Lou Whiteman discuss: Nasdaq correction, Energy’s shocking rise, the AI trade, and — how well do you know your market history? Also, stocks on our radar. Companies discussed: Netflix (NFLX), Cintas (CTAS), Delta (DAL), Jetblu (JBLU), NVIDIA (NVDA), Microsoft (MSFT), Alphabet (GOOG). Host — Travis Hoium; Guests — Andy Cross, Lou Whiteman
Guests: Andy Cross,Lou Whiteman
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Original Broadcast: Motley Fool Show
The approach to AI so far can be best described as a using brute force to make things happen. It’s been effective so far, but the approach starts to run into problems when the numbers get really big. Thankfully, some new developments in AI could help alleviate that challenge. Matt, Jon, and Tyler discuss how Google and ARM are advancing AI efficiency. Plus, social media’s bad week in court and the mailbag. Tyler Crowe, Jon Quast, and Matt Frankel discuss Meta and Alphabet losing watershed social media cases, is a “tobacco moment” as bad as it sounds? Also — advancements in AI efficiency. Companies discussed: GOOG, META, BP, DD, DOW, MMM, ARM, AAPL, MU, SNDK, INTC, NVDA, AMD. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
The war in Iran doesn’t seem to be slowing down and that’s impacting oil prices today, but that’s just the beginning. Economic spending is next and higher costs could hit many industries, which will have lasting impacts for years. We discuss what we can learn about the history of oil prices and war and how we’re investing through it all. Travis Hoium, Lou Whiteman, and Jon Quast discuss the Iran war and how it impacts markets — are there safe havens? Picking a stock market 'Final 4', an stocks on our radar. Companies discussed: Alphabet, NVIDIA (NVDA), Apple (AAPL), Tesla (TSLA), Microsoft (MSFT), Meta (META), Amazon (AMZN), Palantir (PTLR), Micron (MU), Disney (DIS), Chipotle (CMG), RocketLab (RKLB), Waste Management (WM), Costco (COST), Vistra (VST), Tractor Supply (TSCO). Host — Travis Hoium; Guests — Lou Whiteman, Jon Quast.
Guests: Lou Whiteman,Jon Quast
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Original Broadcast: Motley Fool Show
OpenAI is moving away from side quests as it prepares the business and financials for an IPO. To make matters more complicated, Microsoft is upset about a deal OpenAI made with Amazon. Plus, why short sellers are important. Travis Hoium, Lou Whiteman, and Rachel Warren discuss OpenAI’s strategy shift— Microsoft’s warning to Amazon — and why short sellers are important. Companies discussed: SoFi (SOFI), Amazon (AMZN), Microsoft (MSFT). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and job cuts continue. We discuss what this data says about the economy and what we’re doing as investors. Travis Hoium, Lou Whiteman, and Jason Moser discuss Q4 2025 GDP data, Uber’s autonomous momentum, Adobe’s earnings, executive free agents, and stocks on our radar. Companies discussed: Alphabet (GOOG), Adobe (ADBE), Tesla (TSLA), Target (TGT), Costco (COST), Best Buy (BBY), Apple (AAPL), Amazon (AMZN), NVIDIA (NVDA), Boeing (BA), 3M (MMM), Netflix (NFLX), Globus Medical (GMED), Aerovironment (AVAV). Host — Travis Hoium; Guests — Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and why Oracle is growing and taking a big risk in its buildout. Travis Hoium, Lou Whiteman, and Rachel Warren discuss: Amazon goes after Perplexity’s agents, Meta’s scattered AI strategy, and Oracle earnings. Companies discussed: Amazon (AMZN), Google (GOOG, GOOGL), Meta Platforms (META), Oracle (ORCL). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: Motley Fool Show
The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer, and we discuss what we’re doing (or not doing) in today’s market. Then we deep dive into an unloved company, Disney. Travis Hoium, Emily Flippen, and Lou Whiteman discuss Iran, the market, and what we’re doing now, Broadcom earnings, Disney deep dive, and stocks on our radar. Companies discussed: Stantech (STN), Honeywell (HON), Disney (DIS), Broadcom (AVGO), NVIDIA (NVDA). Host — Travis Hoium; Guests — Emily Flippen, Lou Whiteman.
Guests: Emily Flippen,Lou Whiteman
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