Original Broadcast: Motley Fool Show
Stop the presses (or the recording, I guess)! SpaceX has filed its S-1 in anticipation of an IPO. The team digs into the details of the IPO prospectus and looks for some of the things that stand out in this monumental, possibly $2 trillion, public offering. Tyler Crowe, Matt Frankel, and Jon Quast discuss Starlink’s profitability, the space launch businesses (sort of) profitability, and the unbelievably large market estimates. Is SpaceX actually just an AI company? Can investors benefit from this corporate structure? Plus, the leap of faith that is the valuation. Companies discussed: SPCX, AMZN, MSFT, META, VOYG. Host — Tyler Crowe; Guests — Matt Frankel, Jon Quast.
Guests: Matt Frankel,Jon Quast
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Original Broadcast: Motley Fool Show
Google I/O revealed a lot about Google’s future in artificial intelligence. Not only did the company release a new model but also an updated search and launched new AI glasses. We discuss what we learned, whether this is a real normie moment for AI, and what the impacts will be outside of Alphabet. Travis Hoium, Lou Whiteman, and Rachel Warren discuss Google I/O — is this AI for normies? Plus, Downstream impacts for investors. Companies discussed: Alphabet (GOOG, GOOGL), NVIDIA (NVDA). Host — Travis Hoium. Guests — Lou Whiteman, Rachel Warren.
Guests: Lou Whiteman,Rachel Warren
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A contradiction in terms? Counter-intuitive? Well, it could be — but there are situations where it helps to allocate your passion to what you really care about, and remain indifferent to those things which definitely don't share that priority in your life. Adam Cox uses a workplace situation to help you consider where to allocate your passion, and how to treat other matters with indifference.
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Original Broadcast: The Business Of Film
James Cameron-Wilson urges us to see #7 The Christophers, Steven Soderbergh's virtual two-hander with Ian McKellan and Michaela Coel. About the children of a famous painter trying to get a forger to finish some of their father's canvasses, it benefits from superb acting and a magnificently witty script. Although a theatrical experience, it is a thing of beguiling beauty and is very funny. At #64 is Life Hack, another movie in which computer screens are depicted on the big screen. But this tale of an attempted heist by hackers set in the world of bitcoin carves out its own genre and deserves to be caught in cinemas. James continues his exploration of East German DEFA films with the 1966 banned movie Trace of Stones. Depicting life in the GDR in the 1960s, it seems uncontroversial now, though hardly flattering, and its home video premiere is accompanied by three documentaries.
Guests: James Cameron-Wilson
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that Labour, in office for less than two years, is at war with itself, with the party deeply divided into several factions. Labour is entering very choppy waters and may not be able to retain a level of trust with each other to keep the party together. It wouldn't be surprising if the public compared them with the Tories and think "same difference". Where are the big political beasts of yore? The unintended consequences of fully professionalised policians is that they are hugely ambitious, don't have the breadth and depth of experience of yesterday and feel separate from the ordinary public. The Greens and Reform are rediscovering the amateur tradition. Tim also discusses the battle between those who believe in the Laffer Curve and a smaller state and those who cleave to Wagner's Law, explaining why the state keeps growing.
Guests: Professor Tim Evans
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Original Broadcast: The Financial Outlook for Personal Investors
Finlay Mathers of Edison Group explains why MP Evans and AEP fell so heavily this week. Both produce crude palm oil, which estimates say are in roughly ⅓ of the things on supermarket shelves, even shampoo. The Indonesian President is to centralise product exports through a state-run company which investors fear will produce bottlenecks and distort prices. Both companies, however, say they sell to local refineries and do not export directly. After Easyjet reported, Neil Shah says investors might consider thinking about how the company will be perceived after the Iran crisis. Their planes alone are worth about £8 a share and, in normal times, they trade cheaply with an attractive yield. If you believe the status quo will return, they could be interesting from a valuation perspective.
Guests: Finlay Mathers,Neil Shah
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Original Broadcast: Gadgets and Gizmos
Steve Caplin discusses the limited-edition Piguet swatch which has caused near riots in several countries. Hauwei are to make smart headlights that can project movies & games, and other things not quite so useful. Guide dogs will be able to control your house with the Dogosophy Button. Colossal Biosciences have hatched chickens from 3D-printed eggs, on their way to bringing back the Moa bird. AI agents are becoming Marxists. If you're nostalgic for classic arcade games, you can get one for your home. New Spitfires could be built at a quarter of the cost, using a wartime alternative to aluminium. Robot wolves are seeing off lethal bear attacks in Japan. And biological ageing can be slowed by artistic endeavours as effectively as by exercising.
Guests: Steve Caplin
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Original Broadcast: Thought for the Week
Journeys of hope move forwards, not backwards; they need to keep moving, not get stuck in a rut. They need to build progress as we go forward, by discovering more about human capability and understanding. In this context, we somehow need to tackle the major challenges necessary in order to focus on global, not just national or regional, problems. Looking back at European Union membership with rose-tinted spectacles won't help us make that transition. Background music: 'Hopeful Freedom' by Asher Fulero
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Original Broadcast: This is Money
A week is a long time in politics — and what a week it’s been. But what does all the turmoil mean for our money? And can we blame it all on Labour?Georgie Frost, Simon Lambert and Lee Boyce discuss the threat to Keir Starmer's leadership and why it has caused some market panic. If the Prime Minister is ousted, what could the new man or woman in charge change when it comes to tax and wealth? Nearly a quarter of retailers now no longer accept cash — but there is a cohort of 'cash preppers' tucking money away at home in case of payment outages. Should we care? NS&I has bumped up the underlying rate on Premium Bonds and made the odds of winning a prize shorter — are they now a good home for your cash again? And finally, Lloyds Bank launches a first-time buyer mortgage requiring a £5,000 deposit. Is it a good way to step onto the property ladder?
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Original Broadcast: Motley Fool Show
A look back on what we learned from earnings season, what is hot (and what is not) in the market, and a debate over whether or not inflation can halt the rally. Travis Hoium, Jason Moser, and Lou Whiteman discuss what worked (and what didn’t work) this earnings season, what’s wrong with restaurant and apparel stocks, and — should inflation talk worry investors? Plus, the stocks on our radar. Companies discussed:. CBRS, NKE, CHRW, SBUX, DRI, CAVA, DECK, ONON, ISRG, GEH. Host — Travis Hoium; Guests — Jason Moser, Lou Whiteman.
Guests: Jason Moser,Lou Whiteman
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