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Motley Fool Money

Motley Fool Money: Meet the Fool — Tim Beyers (25/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Meet the Fool — Tim Beyers (25/8)
To become an expert, you may not always need expertise. You may just need to start asking better questions. Tim Beyers is a lead analyst at The Motley Fool and a frequent guest on Motley Fool Money. He’s also the host of This Week in Tech, a weekly show on our premium livestream. In today’s show, Tim talks with Mary Long about what convinced him to buy Amazon for the first time (and why he sold 2 years later), unit economics, and one company that excels at it, and the relationship between enthusiasm and education. Members of any Motley Fool Service can watch “This Week in Tech” at 10:00 am ET on Fridays, or any time at the Fool Live replay hub: to become a Motley Fool member, head to www.fool.com/signup. Have an analyst you want us to feature on an upcoming “Meet the Fool” episode? Want to share your own investing journey with us? Send a note (or a voice recording!) to [email protected]. Host - Mary Long; Guest - Tim Beyers
Guest:

Tim Beyers


Published:
Motley Fool Money

Motley Fool Money: Can Zoom be More than Zoom? (22/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Can Zoom be More than Zoom? (22/8)
Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. Jason Moser and Dylan Lewis discuss whether AI and expanded offerings can create a next act and growth pillar for Zoom, why Lowe’s and Home Depot continue to hold up even as home improvement projects dry up, and the early signs that Target’s focus on loyalty and value are getting customers back in the stores just in time for back to school shopping. Companies discussed: ZM, LOW, HD, TGT, WMT. Host - Dylan Lewis; Guest - Jason Moser
Guest:

Jason Moser


Published:
Motley Fool Money

Motley Fool Money: One Lifetime of Ads = $22,000 (20/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: One Lifetime of Ads = $22,000 (20/8)
Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podcast Movement and they discuss the macro landscape for advertisers, podcasting’s shift to video, the real value of your time to marketers. Companies discussed: TTD, PUBM, SPOT. Host - Ricky Mulvey; Guests - Dylan Lewis, Mary Long
Guests:

Dylan Lewis, Mary Long


Published:
Motley Fool Money

Motley Fool Money: The Market's Coiled Spring (16/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: The Market's Coiled Spring (16/8)
The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro picture clears up, money could come back into the market in waves. Jason Moser and Matt Argersinger discuss what Brian Niccol will need to do to turn around Starbucks as CEO, and how Chipotle will handle the departure of their superstar executive, earnings updates from Home Depot, Walmart, and Brinker, and Warren Buffett’s latest buys — Ulta Beauty and Heico – and what Berkshire and other smart money’s rising cash hoards might mean. Then, 31 minutes in, Jason and Matt break down two stocks on their radar: Palo Alto Networks and Kenvue. Stocks discussed: SBUX, CMG, HD, WMT, EAT, PANW, KVUE. Host - Dylan Lewis; Guests - Jason Moser, Matt Argersinger
Guests:

Jason Moser, Matt Argersinger


Published:
Motley Fool Money

Motley Fool Money: What Happens if Alphabet Breaks Up? (14/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: What Happens if Alphabet Breaks Up? (14/8)
Here’s why investors could win. Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consolidation in the snacking sector. Then, 14 minutes in, Jason Hall and Ricky Mulvey check in on some solar power stocks. Companies discussed: GOOG, GOOGL, K, ENPH, SEDG. Host - Mary Long; Guests - Tim Beyers, Jason Hall, Ricky Mulvey
Guests:

Tim Beyers, Jason Hall, Ricky Mulvey


Published:
Gavin Oldham

Thought for the Week: Global stock ownership requires global investment platforms

Gavin Oldham
Original Broadcast:

Thought for the Week

Thought for the Week: Global stock ownership requires global investment platforms
While Hargreaves Lansdowne accepts an outcome driven by Private Equity, Abrdn attempts to shrug off the high price it paid for buying its retail investment platform from Private Equity. The short-term and intensely finance-based motivation of that sector achieves a real contrast between its entry and exit pricing, notwithstanding the damage it does to public markets. That short-term focus has also denied a strategic transition to global retail investment platforms capable of supporting widespread global stock ownership in the years ahead; although the parochial nature of investment regulation and antiquated technology also conspire against making that transition. Employee share ownership has made that change, and its workplace solutions could set the template for individual stock ownership across the world. Background music: 'Everything Has a Beginning' by Joel Cummins

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Georgie Frost

This Is Money: Will stock markets keep stumbling — and how to be calm in a storm

Georgie Frost
Original Broadcast:

This is Money

This Is Money: Will stock markets keep stumbling — and how to be calm in a storm
Stock markets around the world saw huge falls this week, but is it a sign of more trouble ahead or just a storm in a teacup? Simon takes a look at what’s behind it all, and why investors should avoid the temptation to start tinkering with their portfolios once the horse has already bolted. His advice is to ignore the voice in your head that says you should get out now to stave off disaster — but also pay attention to its existence. Good news for motorists, as car insurance premiums have started to fall for the first time in two years. Or is it? They still remain at near-record highs, and are up a whopping 48% since 2022. This is Money's Sam Barker discusses why premiums went so high, who has been worst affected, and how to keep costs down. Staying on the topic of insurance, the UK has been gripped by riots in the past week and This is Money has been looking at what your compensation rights are if your home or car gets damaged. Elsewhere, Sam explains the latest tactic broadband firms are using to squeeze cash out of their customers - and asks why the regulator Ofcom appears to be looking the other way. Mortgage rates have been shifting fast this week, and Simon rounds up the latest deals. We also answer a question from a reader who wants to know what to do with his £80,000 redundancy pay-off.
Guest:

Sam Barker


Published:
Motley Fool Money

Motley Fool Money: Big Trouble or Business as Usual? (9/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Big Trouble or Business as Usual? (9/8)
The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro updates or is there more for investors to be mindful of? Jason Moser and Emily Flippen discuss the market’s dip earlier this week and whether its business-as-usual or cause for concern, anti-trust actions against Alphabet’s Google and its search default agreements with Apple, what it means for the companies and the state of tech regulation, and earnings updates and big moves from: Axon, Shopify, Airbnb, and Upstart. Then, 19 minutes in, Bill Mann walks through the Xs and Os of the carry trade that sent Japan’s NIkkei down big this week, and talks through whether the full effects have been felt and what opportunities look like in the country for investors. Finally, 32 minutes in, Jason and Emily break down two stocks on their radar: Roku and Home Depot. Stocks discussed: GOOG, GOOGL, AAPL, AXON, SHOP, ABNB, UPST, COST, ROKU, HD. Host - Dylan Lewis; Guests - Emily Flippen, Jason Moser, Bill Mann
Guests:

Emily Flippen, Jason Moser, Bill Mann


Published:
Motley Fool Money

Motley Fool Money: “Since When Has The Fed Known Anything about The Economy?” (6/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: “Since When Has The Fed Known Anything about The Economy?” (6/8)
Jeremy Siegel, a professor at Wharton and the author of Stocks for the Long Run is ready for an emergency rate cut. Jim Gillies and Ricky Mulvey discuss being a buyer of stocks when others are forced to sell, signs that the economy is fraying, and reasons not to panic, and Celsius’s quarter. Plus, 18 minutes in, Alison Southwick and Robert Brokamp answer listener questions about bond ETFs, asset allocation, and Social Security. Companies/tickers mentioned: KTB, AAPL, CELH, SCYB, USHY. Got a question for the show? Email us at [email protected]. Host - Ricky Mulvey; Guests - Jim Gillies, Alison Southwick, Robert Brokamp
Guests:

Jim Gillies, Alison Southwick, Robert Brokamp


Published:
Motley Fool Money

Motley Fool Money: Big Tech Bets on “Overinvesting” (2/8)

Motley Fool Money
Original Broadcast:

Motley Fool Show

Motley Fool Money: Big Tech Bets on “Overinvesting” (2/8)
Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet. Ron Gross and Matt Argersinger discuss why recent job numbers dramatically boosted the likelihood of a rate cut in 2024, Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders, why Apple and Meta are holding up well during a tough earnings season for big tech, and Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI. . Then, 32 minutes in, Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre. Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI. Host - Dylan Lewis; Guests - Ron Gross, Matt Argersinger
Guests:

Ron Gross, Matt Argersinger


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