Original Broadcast: Motley Fool Show
Do you remember all of the surprises investors got in 2025? We had tariffs, AI upheaval, and even gold having a great year. We discuss all of it. Travis Hoium, Lou Whiteman, and Emily Flippen discuss when tariffs shocked the world, and when ChatGPT fell behind Google, Gold’s ouperformance. How well do you remember 2025? Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA), Oracle (ORCL). Sandisk (SNDK), Medline (MDLN). Host — Travis Hoium; Guests — Lou Whiteman, Emily Flippen.
Guests: Lou Whiteman,Emily Flippen
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Original Broadcast: Motley Fool Show
William Green is the author of “Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life.” Green also hosts a podcast with the same title. In this replay of an interview from February of this year, Robert Brokamp caught up with William for a conversation about what successful investing comes down to, and the personality traits of market beaters.- Investing lessons from Charlie Munger, Howard Marks, John Templeton, and Arnold Van Den Berg (an investor you may not know about, but should) Companies mentioned: BRK.A, BRK.B, MKL. Host — Robert Brokamp. Guest — William Green.
Guests: William Green
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Original Broadcast: Motley Fool Show
While many people are checking off items on their holiday shopping lists, we're making a list (and checking it twice) of stocks we would be happy to buy as 2025 comes to a close. Our list includes 3 giants in their respective fields, but are still Hidden Gems for investors who know what to look for. Companies discussed: LULU, GOOGL, GOOG, ABNB. Host — Jason Hall; Guests — Jon Quast, Dan Caplinger.
Guests: Jon Quast,Dan Caplinger
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Original Broadcast: Motley Fool Show
Electric vehicles were supposed to disrupt the auto industry, but sales are down, subsidies are going away, and Ford is pivoting away from EVs and taking $19.5 billion in charges to shift to hybrids. What strategy is the right one long-term? Travis Hoium, Lou Whiteman, and Rachel Warren discuss Ford’s $19.5 billion EV writedown — does Detriot have the right strategy? Plus, what’s next for Rivian and Tesla. Companies discussed: Ford (F), Rivian (RIVN), Tesla (TSLA), General Motors (GM), Lucid (LCID). Host — Travis Hoium; Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell comments that, given the headwinds buffetting markets in 2025, you would hardly expect it to have been such a fantastic year for assets. He suggests 5 topics for investors to consider in 2026: interest rates; AI; commodities; small caps; and cash returns. Monetary and fiscal policy (except taxes in the UK) was generally stimulative and looks likely to continue. We have little direct involvement in AI so, if it blows up, the UK will be less affected than other markets. Miners and oils have been great performers this year but the profit upgrades we're now seeing are mostly because of metal miners. Small caps have been nowhere to be seen. Why? It is not healthy if the small and medium-sized companies that employ 90% of workers are struggling. UK investors have seen over £180bn returned to them in 2025. That's over a 6% return on the All-Share Index, which should continue to support UK shares if things continue as they are.
Guests: Russ Mould
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Original Broadcast: Motley Fool Show
Disney agreed to let its characters be used in OpenAI’s Sora videos, so is this a visionary move, or is Disney giving away its IP to AI? We discuss media in AI, Oracle’s recent earnings report, and ask what executive would be the dream free agent pickup for some beaten-up stocks. Travis Hoium, Dan Caplinger, and Jon Quast discuss Disney’s licensing deal with OpenAI, Oracle’s earnings and AI buildout, Lululemon earnings recap, and CEO free agent picks. Companies discussed: Nike (NKE), The Trade Desk (TTD), Disney (DIS), Block (XYZ), Oracle (ORCL), Alphabet (GOOG). Host — Travis Hoium; Guests — Dan Caplinger, Jon Quast.
Guests: Dan Caplinger,Jon Quast
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Original Broadcast: Motley Fool Show
2025 has been an above-average year for stocks. And over 300 publicly-traded companies have increased in value by 100% or more. This has our team asking the question: Which of these upward moves are legit and which could be doomed to revert back in 2026? This episode features discussions on energy, technology, real estate, and more. And our analysts aren't in perfect agreement on the outlook for these stocks in the coming year. Tyler Crowe, Matt Frankel and Jon Quast discuss solar energy and nuclear energy, quantum computing and AI trends, a real estate meme stock, and stocks on our radar. Companies discussed: LMND, MU, NXT, OPEN, QBTS, OKLO, EME, DIS, MELI. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: This is Money
The dust has settled on the Budget but while we now know what Rachel Reeves plans for our finances, many questions remain. The Budget featured a raft of tax rises — but also left out some moves that were widely rumoured to happen. On this special bonus episode, Simon Lambert is joined by Lisa Caplan, of Charles Stanley Direct, to find out what people are asking after the Budget — and the answers to those important questions.
Guests: Simon Lambert,Lisa Caplan
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Original Broadcast: Motley Fool Show
Netflix announced it will buy Warner Bros. Discovery’s studios and streaming assets, beating Paramount Skydance and Comcast who were also bidding for the assets. We discuss the implications for the streaming industry and winners and losers. Plus, Meta cuts spending on the metaverase and stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Moser discuss Netflix buys WBD, Mark Zuckerberg cuts metaverase spending, where will disruption come from next? Plus, stocks on our radar. Companies discussed: Netflix (NFLX), Disney (DIS), Hims & Hers (HIMS), Meta Platforms (META), Alphabet (GOOG), Delta (DAL), Salesforce (CRM). Host - Travis Hoium; Guests - Lou Whiteman, Jason Moser.
Guests: Lou Whiteman,Jason Moser
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Original Broadcast: Motley Fool Show
We’ve seen some sky high valuations among AI companies lately, and it appears that Anthropic wants to use investor optimism to go public as early as next year. Competition among Anthropic, OpenAI, and many other artificial intelligence companies is heating up and could have profound impacts on investing decisions. Tyler Crowe, Matt Frankel, and Jon Quast discuss Anthropic’s IPO, the competitive landscape of the large language models, Klarna’s Buy Now, Pay Later offering looking more and more like a credit card, and stocks on our radar. Companies discussed: CRWV, FRMI, GOOGL, NVDA, MSFT, META, RIVN, KLAR, SEZL, AMEX, V, MA, KNSL, ALMU, BMI. Host - Tyler Crowe; Guests - Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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