170 million TikTok users in the U.S. might be up for sale. What are they worth? Matt Argersinger and Bill Mann discuss the looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like, Apple’s other problem in China — smartphone sales and rising competition from Huawei and Vivo, and bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025. Then, 19 minutes in, where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns. Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/. Finally, 33 minutes in, Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo. Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL. Host - Dylan Lewis; Guests - Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey
Guests: Bill Mann,Matt Argersinger,David Gardner,Ricky Mulvey
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2024 was a good — very good — year to be a bank. Wall Street thinks 2025 may be even better. Matt Frankel and Mary Long break down big bank earnings. They also discuss why comparisons to 2023 give banks more credit than they may deserve, the split between JP Morgan’s investment banking and consumer businesses, and growing interest in private credit markets. Then, 18 minutes in, Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention. Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA. Host - Mary Long; Guests - Matt Frankel, Kirsten Guerra
Guests: Matt Frankel,Kirsten Guerra
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Original Broadcast: Motley Fool Show
Disney’s streaming numbers show ad-supported tiers are a hit with consumers, and Amazon takes aim at the approach that made Google’s ad business ubiquitous online. Ron Gross and Jason Moser discuss what the December Fed minutes, latest jobs numbers, and final holiday shopping figures say about the big picture, the first look at Disney’s ad-supported streaming numbers, Amazon’s plans to come after Google’s ad turf, and Meta’s changes to its content moderation policies. Then, 19 minutes in, Dave Meyer — head of real estate investing at Bigger Pockets — talks Matt Argersinger through the state of real estate and the markets he’s watching in 2025. Finally, 34 minutes in, Ron and Jason break down two stocks on their radar: Paylocity and Gannett. Stocks discussed: DAL, DIS, META, GOOG, GOOGL, AMZN, ADBE, GCI, PCTY. Host - Dylan Lewis; Guests - Jason Moser, Ron Gross, Dave Meyer, Matt Argersinger.
Guests: Jason Moser,David Meyer,Ron Gross,Matt Argersinger
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Original Broadcast: Motley Fool Show
It’s Nvidia’s world, and we’re just living in it. David Meier and Mary Long discuss Jensen Huang’s CES keynote, plus all “the cool stuff that’s coming,” from personal supercomputers to self-driving trucks and AI-rendered worlds, the rollout of a digital workforce, and why Wall Street shrugged at Nvidia’s announcements. Then, 16 minutes in, Fool analyst Jason Moser joins for a closer look at PayPal, how the payments processor fell from recent highs, and why still-new CEO Alex Chriss is returning the company to what it does best. Companies mentioned: NVDA, PYPL. Host - Mary Long; Guests - David Meier, Jason Moser
Guests: David Meier,Jason Moser
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Original Broadcast: Motley Fool Show
Almost 70% of Americans have a financial resolution for the New Year. What’s yours? Tim Beyers and Ricky Mulvey discuss how newer investors can get started, past market performance, pockets of speculation, and what matters for long-term investors, and Squid Game breaking records for Netflix. Also, Alison Southwick and Robert Brokamp discuss the tools that can help you become a better budgeter. Companies discussed: MSTR, NFLX. Host - Ricky Mulvey; Guests - Tim Beyers, Alison Southwick, Robert Brokamp
Guests: Tim Beyers,Alison Southwick,Robert Brokamp
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Original Broadcast: Motley Fool Show
The S&P 500 finished the year up about 24%, more than double the index’s average annual return. Asit Sharma and Ricky Mulvey check in on the year in investing. They discuss what most of the biggest winners in the S&P 500 had in common, why more investors bought gold and Bitcoin in 2024, a tough stretch for Walgreens Boot Alliance, and their favourite investing discoveries from the past year. Companies discussed: PLTR, VST, UAL, NVDA, AXON, LULU, NFLX, WBA, INTC, DLTR. Host - Ricky Mulvey; Guest - Asit Sharma
Guests: Asit Sharma
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Original Broadcast: Motley Fool Show
Investing is a decades-long game. Bill Barker and Ricky Mulvey discuss the Federal Trade Commission’s ruling on junk fees, what killed a merger between Kroger and Albertsons, and how younger investors can prepare for the next bear market. Then, 17 minutes in Alison Southwick and Robert Brokamp offer some tips on tax-loss harvesting. WSJ column discussed: https://www.wsj.com/finance/stocks/why-this-frothy-market-has-me-scared-295c07c3 Companies discussed: KR, ACI, AZO, AAPL, ORLY, SBUX. Host - Ricky Mulvey; Guests - Bill Barker, Alison Southwick, Robert Brokamp
Guests: Bill Barker,Alison Southwick,Robert Brokamp
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Original Broadcast: Motley Fool Show
It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date. Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss green shoots for the 2025 IPO market, Alex Chriss’s first full year at PayPal, and two promising payments processors. Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI. Host - Ricky Mulvey; Guests - Matt Frankel
Guests: Matt Frankel
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Original Broadcast: Motley Fool Show
2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally. Bill Mann and Matt Argersinger discuss why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024, plus the winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade. Then, 19 minutes in, James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers. James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/. Finally, 34 minutes in, Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield. Stocks discussed: NVDA, NBIS, FYLD. Host - Dylan Lewis; Guests - Tim Beyers, Mary Long, Ryan Henderson
Guests: Tim Beyers,Mary Long,Ryan Henderson
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As if everything weren’t already enough, Amazon now sells cars. Asit Sharma and Mary Long discuss disruptions to traditional car dealerships. Amazon’s next potential venture, and the rise and fall of GM’s driverless ambitions. Then, 19 minutes in, Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.” Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER. Host - Mary Long; Guests - Asit Sharma, Ricky Mulvey, Jim Gillies
Guests: Asit Sharma,Ricky Mulvey,Jim Gillies
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