Original Broadcast: Motley Fool Show
As earnings season gets underway, the S&P 500 has soared past 7,000 for the first time. Our team reflects on the market’s rapid rebound as well as dissects the important financial reports we’ve received so far. Trends in digital advertising and generative AI are discussed. Also, the team parses news from noise in recent press releases before ending with stocks on our radar. Jon Quast, Lou Whiteman, and Asit Sharma discuss Netflix’s Q1 2026 financial results, broad takeaways from some big banks, Meta Platforms catching up to Alphabet, Alphabet catching up to OpenAI, blah blah blah day — news from noise, the market’s new high — lessons we’ve learned, and stocks on our radar. Companies discussed: Netflix (NFLX), Alphabet (GOOG)(GOOGL), Amazon (AMZN), Meta Platforms (META), Charles Schwab (SCHW), JP Morgan Chase (JPM), Wells Fargo (WFC), Bank of America (BAC), Citigroup (C), Rocket Lab (RKLB), Caterpillar (CAT), Snap (SNAP), Broadcom (AVGO), Yum! Brands (YUM), LPL Financial (LPLA), Leidos (LDOS). Host — Jon Quast; Guests — Lou Whiteman, Asit Sharma.
Guests: Lou Whiteman,Asit Sharma
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Original Broadcast: Motley Fool Show
Jason Hall, Jon Quast, and Matt Frankel discuss financial news that investors should know about. This includes recent financial results from banking giants Bank of America (NYSE:BAC) and Charles Schwab (NYSE:SCHW), and key "picks and shovels" providers in the semiconductor industry, Taiwan Semiconductor (NYSE:TSM) and ASML (NASDAQ:ASML). They end the programme discussing three stocks they are most-looking-forward to hearing from this earnings season: Stock 1, Stock 2, and Stock 3. Jason, Jon and Matt discuss Bank of America and Schwab Q1 results, TSMC and ASML's first quarter and the implications for AI, and three stocks the team are most-looking-forward to seeing report this quarter. Companies discussed: Bank of America (BAC), Charles Schwab (SCHW), Taiwan Semiconductor (TSM), ASML (ASML), Lyft (LYFT), Uber (UBER), Goldman Sachs (GS), Nvidia (NVDA), Toast (TOST). Host — Jason Hall; Guests — Jon Quast, Matt Frankel.
Guests: Jon Quast,Matt Frankel
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Original Broadcast: The Hypnotist
How much unproductive time do you spend scrolling through social media? It's designed to hook you in and keep you there: they don't charge you, as they pull in money from their advertisers; but that lost time has a real value so far as you're concerned. This short episode provides proposals for 'pattern interrupting': giving you the opportunity to look at that addiction afresh, and to turn unproductive time into beneficial time. In short, breaking the pattern of time-wasting.
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A report has been launched by Sciensus exploring how at-home care could be the future of a resilient NHS. It allows for complex treatment, such as chemotherapy and dialysis, to be delivered in our living rooms. Experts are suggesting this could be an ideal solution for those facing the hidden costs of attending regular hospital appointments and a postcode lottery of quality of care. Joining Rory McGowan to discuss this further is Christian Tucat, Chief Executive Officer at Sciensus.
Guests: Christian Tucat
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Original Broadcast: The Financial Outlook for Personal Investors
Political commentator Mike Indian says that the Iran war will have a profound and lasting effect upon the UK government. In the short term, it has strengthened the Prime Minister's position, with his "Steady Eddie" persona. But the cost of living will come to the fore, with energy, food, CO2 and fertiliser costs all rising and the possibility of food shortages. The PM has come under attack for delays in defence spending. It is one thing to announce an increase in investment but it is important how the money will be spent. We don't appear to have learnt from the Ukraine invasion about the importance of shortening supply chains. Mike discusses the extraordinary intervention by J D Vance in the Hungarian election. Many European leaders will breathe a sigh of relief at Orban's outing but it is not clear what Magyar is for and how he will use his power.
Guests: Mike Indian
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Original Broadcast: Gadgets and Gizmos
Steve Caplin warns holidaymakers to check their data allowance abroad, having saved a small fortune by using the Roamless app in Morocco. He loves some of the public's names for autonomous cleaning robots. American scientists are experimenting with robot seeing-eye dogs. Skoda, who made bikes before cars, have come up with a bell that works even if pedestrians are wearing noise-cancelling headphones. The singer Eddie Dalton, topping UK music charts, turns out to be AI-generated. There's a crowdfunded gadget that lets you use your vintage camera lenses digitally, while Steve admires a cheap multi-function pen. And he is impressed that Jeff Bezos's company Blue Origin has found a way to make oxygen from moon dust.
Guests: Steve Caplin
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Original Broadcast: The Business Of Film
James Cameron-Wilson found the romcom #7 You, Me & Tuscany implausible, clichéd and derivative dross. However, he adored #9 California Schemin', a true story directed by James McAvoy about a pair of Scottish wannabe rappers who pretend to be American to get noticed. Told with cinematic verve and with great performances, it's an extraordinary story which reminded him of Trainspotting. James found Keanu Reeves in Outcome, on Apple TV+, a story about a movie star worried about a bizarre video from his past, all rather too familiar and underwhelming. Directed and co-written by Jonah Hill, it's also terribly crude. He adored The President's Cake, an Iraqi film, again based on true events, made with non-actors. Heartbreaking and compelling, it's a small masterpiece, available on BFI Player and Amazon Prime.
Guests: James Cameron-Wilson
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Original Broadcast: The Financial Outlook for Personal Investors
Russ Mould of A J Bell says that the S&P 500 has just set a new all-time high, with the UK getting close too. Despite the war in in the Middle East, markets must believe that they've seen it all before and that the war won't last long. But there are longer-term issues to address if not, including the status of the dollar, supply chain issues and national security, with a move from Just In Time to Just In Case. This year the best performer has been Latin America while the UK has beaten the US. If you want dependable stodge and think the emphasis will continue to be on commodities and raw materials, then both areas look sensible. Russ also discusses Japan. Investors need to think about their sectoral and geographical mix as well as valuation. This can go a long way towards helping you find an optimal asset allocation.
Guests: Russ Mould
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Original Broadcast: Thought for the Week
Merryn Somerset Webb is Editor-in-Chief of MoneyWeek and a contributing editor and weekly columnist for the Financial Times. She has published a book called 'Share Power', showing not only where capitalism is going wrong, but also how every one of us can have the power to make it work for us. Larry Fink, Chair and CEO of BlackRock, also understands the problem. However 'Participation for all' is the key objective in Share Alliance's quest for a more egalitarian form of capitalism — Merryn's book and Larry's annual letter to shareholders move us strongly in the right direction. Background music: 'People Watching' by Sir Cubworth Image sources: Merryn Somerset Webb — Alchetron; Larry Fink — Wikipedia
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Original Broadcast: This is Money
Many younger adults think they are substantially less well-off than their parents. But while there are inequalities, new research suggests the wealth gap may be far narrower than previously reported — and it is largely down to the cash those in their twenties and thirties have stashed in their pensions. Lee Boyce, Helen Crane and Georgie Frost discuss why official figures got it wrong, and whether property versus pension is a pointless comparison. The team also ask what will happen to interest rates and mortgages due to the fact that — for now at least — a ceasefire in Iran appears to be holding. Elsewhere, Lee reports on a ferocious best buy battle at the top of the fixed Cash ISA tables, where even the high street banks are getting involved. And finally, another Chinese pretender to Amazon's retail throne has entered the UK. Is Joybuy any good, how did it fare when our reporter put its delivery service to the test — and do we really need another place to buy bargain toilet rolls online?
Guests: Helen Crane
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