Original Broadcast: Motley Fool Show
The stock market was all over the map this week but the biggest news was the U.S. government potential spending $1.5 trillion on defence. Of course, there are strings attached which investors don’t like, but this could be an opportunity long-term. We also touched on Alphabet potentially becoming the most valuable company in the world and what moonshots we’re interested in. Travis Hoium, Jason Moser, and Lou Whiteman discuss the pulse of the market, $1.5 trillion for defence, Alphabet passes Apple and Crowdstrike’s acquisition, Companies discussed: Crowdstrike (CRWD), Alphabet (GOOG, GOOGL), Joby Aviation (JOBY), Archer Aviation (ACHR), AST Spacemobile (ASTS), Rocket Lab (RKLB). Host — Travis Hoium; Guests — Jason Moser, Lou Whiteman.
Guests: Jason Moser,Lou Whiteman
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Original Broadcast: Motley Fool Show
Emily Flippen is joined by Motley Fool analyst Asit Sharma and Head of AI Donato Riccio to break down our 2026 AI Investor Outlook Report and what it means for investors heading into the new year. In particular, we discuss what real investors are doing: 9 in 10 AI investors plan to hold or add to AI stocks; what changes are coming in 2026 — faster, cheaper models, and accelerating adoption; and how to invest without over-indexing your portfolio to a volatile sector. Companies discussed: ALAB, MU, NVDA, AMD, PSTG, MSFT, AMZN, GOOGL. Access the The Motley Fool 2026 AI Investor Outlook Report here: fool.com/research/ai-investor-outlook. Host — Emily Flippen; Guests — Donato Riccio, Asit Sharma.
Guests: Donato Riccio,Asit Sharma
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Original Broadcast: Motley Fool Show
Emily Flippen is joined by Jason Hall and Keith Speights to unpack the biggest energy headlines of the past week and what they could mean for energy investors heading into 2026: how geopolitics and sanctions may impact oil pricing in the year ahead, whether or not the “energy transition” is still moving forward despite policy headwinds, and how energy investors should be feeling heading into the New Year after a lackluster 2025. Companies discussed: FANG, EOG, XOM, CVX, PCCYF, SNPMF, ENB, ET, EPD, FLSR, SEDG, CWEN, BIP, BEP, NUE, CAT, D, EVRG, META, PSX. Host — Emily Flippen; Guests — Jason Hall, Keith Speights.
Guests: Jason Hall,Keith Speights
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Original Broadcast: Motley Fool Show
Another profitable year is in the books for investors. Whether you invested in 2025 or are looking to get started, this episode is for you! Our hosts discuss some of the reasons why people struggle to make those New Year's resolutions work, and share tips on how they've built frameworks that can help you build a plan that works for you. Never made a resolution? Neither has one of today's hosts! Companies discussed: LMND, NVDA, AMD, CELH, SHOP, DG. Host — Jason Hall; Guests — Jon Quast, Dan Caplinger.
Guests: Jon Quast,Dan Caplinger
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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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