Motley Fool Money

Motley Fool

Join host Chris Hill and a team of Motley Fool investment analysts as they cover the day’s top business news and financial headlines, while breaking down the stock market implications for long-term, business-focused investors. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.

Location:

Spokane, WA

Networks:

Motley Fool

Description:

Join host Chris Hill and a team of Motley Fool investment analysts as they cover the day’s top business news and financial headlines, while breaking down the stock market implications for long-term, business-focused investors. Tune in on weekends for the greatest investing classes you never got the chance to take in school and perspectives from special guests helping to shape the future.

Language:

English


Episodes

Gen Z & Millennials Are Driving AmEx Higher

1/30/2023
If American Express had a problem with an aging demographic, it looks like that problem is being addressed. (0:20) Jason Moser discusses: - Shares of AmEx popping 15% in two days off of strong guidance for 2023 - How younger customers are the majority of the company’s growth story - Why he’s going to be watching Amazon’s revenue when it reports earnings on Thursday (11:00) Tim White and Tim Beyers discuss the implications of Microsoft’s $10 billion investment in ChatGPT. Companies...

Duration:00:22:51

Howard Marks on China, Risk, and Interest Rates

1/29/2023
If a key to personal happiness is low expectations, then a key to investing may be realistic expectations. Howard Marks is the co-founder and co-chairman of Oaktree Capital Management. Motley Fool Director of Small Cap Research Bill Mann caught up with Marks to discuss: - Why higher interest rates created a “Sea Change” for investors - China’s economic miracle, and its impact on inflation - Lessons from the era of easy money - What life insurance companies can teach investors about...

Duration:00:38:12

Lessons from Buffett’s Investing Framework

1/28/2023
Can you think of any stocks in the S&P 500 that will have higher earnings five years from now? Are you 90% confident in your prediction? If you have a good answer to these questions, then you might be able to start investing like Warren Buffett. Motley Fool Senior Analyst John Rotonti joins Ricky Mulvey to discuss: - What one of Buffett’s lieutenants revealed about Berkshire’s stock-buying framework - How investors can use the framework, and why so few stocks fit - One company that may...

Duration:00:24:57

GDP, Tesla, FinTech, and "Burrito Season"

1/27/2023
As much as we love stocks, sometimes the Big Macro really does drive the market. (0:21) Emily Flippen and Ron Gross discuss: - Stronger-than-expected GDP sending stocks higher - Tesla ending the year on a high note - Chevron's record profits and huge buyback plan - Visa and Mastercard delivering strong profits (again) - The latest from Intel, Microsoft, Southwest Airlines, and Johnson & Johnson (19:11) Deidre Woollard talks with Corrado Russo, head of global securities at Hazelview...

Duration:00:38:57

Netflix, Comcast, Southwest Airlines

1/26/2023
If you attempted to fly Southwest Airlines over the holidays, you're not going to be surprised by their latest earnings results. (0:20) Tim Beyers discusses: - Southwest's $220 million loss - Why the airline has "a more fundamental problem" - Comcast's growing subscribers (and costs) in its streaming service, Peacock (11:00) Ricky Mulvey talks with Catie Peiper about Netflix's international expansion and programming strategy. Companies discussed: LUV, CMCSA, NFLX, WBD Host: Chris...

Duration:00:21:41

Eyes on the Cloud

1/25/2023
Investors are paying up for stability, as big tech growth slows down. (0:15) Dylan Lewis and Motley Fool Chief Investment Officer Andy Cross discuss: - Microsoft's quarter, and lower growth expectations for its cloud business. - What long-term investors can expect from Microsoft. - The Department of Justice's suit against Alphabet, and a shifting regulatory environment. - Kimberly Clark's "less than stellar" quarter. Plus, (16:25) Motley Fool Canada's Jim Gillies joins Ricky Mulvey to...

Duration:00:30:02

2 Blue Chips Under Pressure

1/24/2023
How long will macroeconomic pressures persist in 2023? (0:21) Asit Sharma discusses: - Johnson & Johnson's 4th-quarter profits falling 25% - Why he likes the company's balance of pharma and medtech - 3M's challenges and why an increase in consumer-facing solutions may be a better route (10:40) Alison Southwick and Robert Brokamp answer your questions about saving for retirement, bonds, and more. Looking for stocks trading at a discount? Go to www.fool.com/report to get your free copy...

Duration:00:26:30

Big Banks vs. Apple & PayPal

1/23/2023
Major banks are teaming up like The Avengers to take on powerful forces: Apple Wallet and PayPal. (0:21) Jason Moser discusses: - Spotify becoming the latest company to announce layoffs - Seven large banks combining forces to create a digital wallet product - How and why Apple and PayPal have such a large lead in this industry (12:40) Asit Sharma and Rickey Mulvey discuss corporate governance and an under-the-radar pop culture company going through some fundamental changes. Our new...

Duration:00:28:07

GE’s Legacy & Lessons for Investors

1/22/2023
You wouldn't know it from its recent struggles, but for most of the 20th century General Electric was one of the most important companies (and stocks) in America. William D. Cohan is a founding partner of digital news business Puck and the author of “Power Failure: The Rise and Fall of an American Icon.” Cohan joined Ricky Mulvey to discuss: - The mythology behind General Electric’s birth - How corporations struggle mightily with CEO succession - Jack Welch and the religion of earnings...

Duration:00:30:54

Real Estate Trends w/ Opportunity

1/21/2023
The broad real estate market underperformed the S&P 500 in 2022, but the upside is investors can find some cheaper opportunities in a cyclical sector. Deidre Woollard and Motley Fool Contributor Matt Frankel discuss: - How REITs differ from stocks - Publicly traded vs. private REITs - One office REIT that's evolving - Ways to spot a yield trap - REITs benefiting from e-commerce trends Companies/REITs discussed: ESRT, SPG, PLD, GOOG, GOOGL, META, O, SKT, KIM, VNQ, EWRE, IIPR Host:...

Duration:00:30:08

Big Tech Layoffs, Signs of Housing Trouble

1/20/2023
Alphabet and Microsoft are laying off a combined 22,000 employees. Is Apple next? (0:21) Matt Argersinger and Jason Moser discuss: - The ripple effect of Big Tech Layoffs - Netflix founder Reed Hastings stepping down from his co-CEO role - Cancellation rates soaring in one segment of the housing market - Differing views on interest rates from two major bank CEOs - The latest from Procter & Gamble, Nordstrom, and holiday retail data (19:11) John Rotonti talks with Jurrien Timmer,...

Duration:00:38:57

China, India, and the Question of Population Growth

1/19/2023
Data this week suggest India is about to pass China as the world's most populous country. (0:25) Bill Mann discusses: - Procter & Gamble bumping up against the limits of its pricing powers - Why China still has a demand problem - How companies in the U.S. are moving some operations from China to Vietnam and India (11:25) Sanmeet Deo talks with Dexcom CEO Kevin Sayer about his company's work in continuous glucose monitors and a major shift affecting the future of healthcare. Stocks...

Duration:00:21:46

Prices Falling, More Tech Layoffs

1/18/2023
As many expected, Microsoft announced the layoff of 5% of its employees. (0:21) Asit Sharma discusses: - The Producer Price Index falling 0.5%, much more than economists were expecting - Microsoft's layoffs, and whether Alphabet will be next - Why he's expecting more questions about layoffs this earnings season, but also more talk of where companies are investing (9:25) Is Lululemon Athletica facing short-term headwinds or long-term challenges? Ryan Henderson and Jamie Louko go head...

Duration:00:23:05

Goldman Sachs Drags Down the Dow

1/17/2023
Goldman Sachs Drags Down the Dow The investment bank suffered its worst earnings miss in a decade. (0:21) Jason Moser discusses: - 4th-quarter profits for Goldman Sachs falling 66% - How investments in Marcus and the Apple Card partnership haven't paid off yet - Disney's blunt response to activist investor Nelson Peltz (11:00) Alison Southwick and Robert Brokamp talk with Stephanie Marini, certified financial planner, about what investors need to know how The Secure 2.0 Act affects...

Duration:00:22:10

Earnings Watch & Market Valuation w/ Liz Ann Sonders

1/15/2023
"Guidance becomes even more important in this environment." Liz Ann Sonders, Chief Investment Strategist at Charles Schwab, returns to offer her perspective on what investors should be watching this earnings season, as well as: - The unlikely start to her career in investing - Key macroeconomic data she and her team at Schwab are focused on - Her question about crypto - One idea to improve the odds of financial independence Host: Chris Hill Guest: Liz Ann Sonders Producer: Ricky...

Duration:00:24:16

Small Caps w/ Strong Brands

1/14/2023
You don’t put premium gas in a rental car. And that attitude is why we like to find companies with a high degree of inside ownership. Bill Mann, director of small-cap research at The Motley Fool, joins Ricky Mulvey to discuss: - How to think about allocation for smaller companies - Key small cap metrics to watch - Boring businesses that warrant more attention - A closer look at a real estate brokerage, a coffee supplier, and a Bitcoin holding firm that masquerades as a software...

Duration:00:26:13

Dry January, Big Banks, and Trouble at Disney HQ

1/13/2023
Earnings season officially kicked off! (0:21) Jason Moser and Ron Gross discuss: - Inflation falling for the 6th month in a row - The common view Jamie Dimon and Brian Moynihan have on the U.S. economy - Disney’s fight with activist investor Nelson Peltz - Starbucks and News Corp becoming the latest companies announcing a return to offices - The latest from Delta Air Lines and Outset Medical (19:11) David Henkes, senior principal at Technomic, shares how the restaurant industry is...

Duration:00:38:57

Walmart's Tech, One Activist's Fight

1/12/2023
Walmart isn't the first company that comes to mind when thinking about technology platforms, but that's not stopping the retailer from expanding. (0:21) Emily Flippen discusses: - Nelson Peltz and Trian Fund Management pushing for a seat on Disney's board - Why Peltz is "a day late and a dollar short" - Salesforce partnering up with Walmart (11:30) Ricky Mulvey talks with Jamie Harris, CFO of freight booking company RXO, about what his business saw during the holidays and how RXO is...

Duration:00:20:55

Wells Fargo Steps Back

1/11/2023
What does it say when a market leader steps back from….leading? (0:21) Asit Sharma discusses: - Wells Fargo, once the biggest player in mortgages, announces it is making a strategic shift - The role that the current state of housing plays in Wells Fargo's decision - Our brand new podcast, Stock Advisor Roundtable (10:15) Tim Beyers and Tim White take a closer look at "key person risk". Motley Fool premium members, click here to link your Motley Fool membership to a Spotify account and...

Duration:00:21:01

Stocks For China’s New Bull Market

1/10/2023
A bull market in the MSCI Asia Pacific index doesn’t mean investors should make rash investment decisions. (0:21) Bill Mann discusses: - How U.S. companies can be a better way to play China’s reopening - Jay Powell’s latest speech reinforcing the Fed’s focus on stability - The potential for other CEOs following Bob Iger’s lead as Disney employees return to offices starting March 1 (12:30) Alison Southwick and Robert Brokamp share tips for making this year a healthier and wealthier...

Duration:00:23:03