$24 billion of free cash flow in a single quarter is no small feat. If Nvidia can keep that pace, it may actually be trading at a reasonable price. Tim Beyers and Mary Long discuss market relief about the latest in Trump’s trade saga, a rose and a thorn from Nvidia’s latest report, and another trade-related announcement that affects the semiconductor supply chain. Companies discussed: NVDA, CDNS, SNPS, SIEGY. Host - Mary Long; Guest - Tim Beyers
Guests: Tim Beyers
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Original Broadcast: Modern Mindset
Rory McGowan is joined by Klim Artemov from Globaltic. In this episode, Rory picks Klim's brains regarding charcoal and why we need to be careful and make sure we know where we're getting it from. Some of these countries that our producing our charcoal are victims to deforestation and poor labour conditions. https://globalticltd.co.uk/
Guests: Klim Artemov
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Original Broadcast: The Business Of Film
James Cameron-Wilson reports box office up 199%. #1 Lilo and Stitch, the latest manifestation in the massive franchise is, despite its popularity with young viewers, a cinematic abomination which James loathed every minute of. He'd been looking forward to #2 Mission Impossible - The Final Reckoning, but James found the 8th MI outing lacks the laughter and romance of the first part two years ago. Full of exposition and almost three hours long, it's Mission Ridiculous. He found Apple TV's Fountain of Youth should satisfy its young adult audience but its playful screenplay goes completely off the rails at the end.
Guests: James Cameron-Wilson
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Original Broadcast: The Bigger Picture
Professor Tim Evans of Middlesex University says that Reform's rise in the opinion polls could see "The Blob" mounting a new "Project Fear". But it could backfire, particularly as some people like rebelling against the establishment. Will Labour fracture as the Conservatives did? With populations declining and welfare and pension liabilities mushrooming, the financial situation of western democracies is becoming increasingly unstable. With no incentive for politicians to explain how serious the situation is, are our societies doomed? And with the railways being renationaised, Tim considers the oscillation between state and private control over 200 years and wonders why we can't emulate the railway success of that other island state, Japan.
Guests: Professor Tim Evans
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Original Broadcast: Gadgets and Gizmos
Steve Caplin says that the Vienna Tourist Board will be celebrating Strauss's bicentenary by beaming The Blue Danube to Voyager 1. Google's 3D meeting platform is almost here. Claude AI has taken to blackmailing engineers who try to turn it off by scouring their emails for indiscretions. Could our phones soon tell us if we are dehydrated? Dyson have a new vacuum with all the gubbins in the stick. The Chinese are developing contact lenses that enable you to see in the dark. Scientists have worked out how to steer cockroaches. And in Japan you can pay for a shoplifting experience, without breaking the law.
Guests: Steve Caplin
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Original Broadcast: The Financial Outlook for Personal Investors
Chloe Wong Yun Shin of Edison Group highlights two of the Baillie Gifford funds that presented at the company's recent conference. The US Growth Trust's manager is still very excited about American companies. They are very volatile, so patience is crucial, but the fund remains a conviction investor, in it for the long term. The Schiehallion Fund specialises in later stage private businesses, particularly those capable of transformational growth. Ever more businesses are staying private longer. In the US 87% of companies with over $100m revenue are private. The Fund is aiming to list on the main UK market in the first quarter of 2026.
Guests: Chloe Wong Yun Shing
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Original Broadcast: Thought for the Week
Vladimir Putin has the audacity to claim moral superiority over western democracy: for the full story of complicity between Russia's leaders and the the Russian Orthodox Church, read 'The Baton and the Cross' by Lucy Ash. However implausible Putin's claim may be, we do need to examine our own consciences and become more aware of the need for a moral compass for capitalism. In so many walks of life, this is also conspicuous by its absence in western democracies. Background music: 'Something Is Wrong' by Sir Cubworth
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Original Broadcast: This is Money
What would you do with a £50,000 windfall? Exclusive research shows that many people would be too nervous to invest it. Georgie Frost, Simon Lambert and Lee Boyce discuss this, and they draw your attention to the pension inheritance tax trap. They also consider the leaked plot to raise taxes still further and the winter fuel payment u-turn. Simon speaks with the CEO of regulator OFGEM, and finally — Mastercard are to pay out £100m to their customers. Could this include you?
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Original Broadcast: Motley Fool Show
Memorial Day means mowing the lawn and grilling — while you’re outside we’ve got a company to keep in mind and a few CEOs worth watching. Jason Moser and Bill Mann discuss what Jony Ive and Sam Altman are cooking up for hardware with OpenAI and io, MercadoLibre’s founder and CEO Marcos Galperin stepping down, and the unsung CEOs that should be getting more love, and Target’s continued retail woes, and how Home Depot and Lowe’s are holding up until the macro tailwinds return. Then, 19 minutes in, with summer officially kicking off, we thought it was a good time to catch up with Trex CEO Bryan Fairbanks. Motley Fool analysts Andy Cross and Sanmeet Deo caught up with Fairbanks about the war on wood decks, how the company is handling tariffs, and why he expects business to boom as the macro picture clears up. Finally, 33 minutes in, Jason and Bill break down two stocks on their radar: Warby Parker and Pinduoduo. Stocks discussed: AAPL, MELI, TGT, HD, LOW, TREX, WRBY, PDD. Host - Dylan Lewis; Guests - Jason Moser, Bill Mann, Bryan Fairbanks
Guests: Jason Moser,Bill Mann,Bryan Fairbanks
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Elon Musk is committed to Tesla for at least five more years. Jason Moser and Ricky Mulvey discuss investing in companies with a singular leader, earnings results from Home Depot, and a listener's suggestion to create a “laziness” stock basket. Finally, 17 minutes in, Robert Brokamp answers listener questions about Roth IRAs and dividend investing. Companies discussed: TSLA, TTD, HD, DASH, UBER, DPZ, AMZN, WMT, NFLX, LYFT. Host - Ricky Mulvey; Guests - Jason Moser, Robert Brokamp
Guests: Jason Moser,Robert Brokamp
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