Share Sounds. related to Shares

The earnings parade is on, and this quarter it pays to be in the black. Matt Argersinger and Emliy Flippen discuss the Fed’s latest rate hike and why another seems in the cards, why earnings updates ended epic runs for Chipotle and Spotify, and how big tech’s cost cutting is going. Then, 19 minutes in, bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation. Finally, 31 minutes in, Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes. Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV. Host - Dylan Lewis; Guests - Matt Argersinger, Emily Flippen

Meta has our attention but will we follow Mark Zuckerberg into the metaverse? Asit Sharma and Deidre Woollard discuss Meta’s soaring ad impressions amid a tough advertising market, if Mark Zuckerberg will need to choose between AI and the metaverse, and how Chipotle is using robots to boost efficiency. Plus, 20 minutes in, Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development. Companies discussed: META, CMG, SBUX, WD. Host - Deidre Woollard; Guests - Asit Sharma, Matt Frankel, Willy Walker

The semiconductor industry may have hit bottom based on some recent earnings, but is it only up from here? Tim Beyers and Deidre Woollard discuss the challenges with standing up semiconductor factories in the U.S., the different types of chips Taiwan Semiconductor produces and what companies use them, and the restrictions that impact ASML. Plus, 18 minutes in, Kirsten Guerra and Deidre Woollard explore what solar inverters do and which companies are profiting from this growing niche. Companies discussed: ASML, TSM, NVDA, AAPL, ENPH, SEDG. Host - Deidre Woollard; Guests - Tim Beyers, Kirsten Guerra

When Silicon Valley Bank collapsed, some investors thought Charles Schwab could be next. But, the bank with $8 trillion in client assets is proving to be resilient. Ricky Mulvey and Asit Sharma discuss Schwab’s cash sorting problem, take-aways from bank earnings, and a deadline for the Microsoft/Activision deal whooshing by. Plus, 11 minutes in, Robert Brokamp answers listener questions about 529 plans, target-date funds, and investing in a 401(k). Companies discussed: SCHW, MS, PNC, BAC, MSFT, ATVI. Host - Ricky Mulvey; Guests - Asit Sharma, Robert Brokamp

If you bank with the one of the giants, you might be helping pad their bottom line. Jason Moser and Matt Argersinger discuss why they’re watching margins and inventory levels this earnings season, how interest rate spread pushed JP Morgan to a stellar quarter, and how short sellers are creating big YTD returns for beaten-up companies. Plus, 19 minutes in, Deidre Woollard speaks with Steve Wyett, the Chief Investment Officer at Bok Financial, about how shifting interest rates have affected consumers and asset allocation, and the divide between the big banks and everyone else. Finally, 31 minutes in, Jason and Matt break down two stocks on their radar: Franklin Electric and Disney. Stocks discussed: JPM, PEP, CVNA, RDFN, CMG, DPZ, FELE, DIS. Host - Dylan Lewis; Guests - Matt Argersinger, Jason Moser, Deidre Woollard, Steve Wyatt

Another positive sign for the travel industry as Delta raises guidance. Bill Barker and Deidre Woollard discuss the surge in international travel and where Delta’s next revenue bump could come from, what factors could slow the travel boom, and the curious allure of the many flavors of Doritos. Then, 15 minutes in, the latest memo from Howard Marks takes a look at past cycles. Deidre Woollard and Ricky Mulvey explore the memo and the danger of focusing too much on the big macro. Companies discussed: DAL, PEP. Host - Deidre Woollard; Guests - Bill Barker, Ricky Mulvey

The shining towers and ivory walls of the City of London — many of our financial trials and tribulations can be traced back to October 1986, when the clear distinction between self-interest and acting in the interests of customers was abruptly brought to an end in the 'Big Bang'. Among those who saw it all happen was legendary market-maker Brian Winterflood MBE, who died on 29th June. His financial legacy, built over sixty years in the City, is massive. Background music: 'Communicator' by Reed Mathis

AI is changing the open internet landscape, and Meta’s new Threads app is looking to take a bite of Twitter’s audience. Asit Sharma and Dylan Lewis discuss Twitter’s decision to rate-limit tweets and Reddit’s move to begin charging for API access, what those moves say about AI, online intellectual property, and the next era of the internet, and Meta’s new Twitter challenger Threads. Then, 16 minutes in, Nick Sciple joins Ricky Mulvey to share three stocks that he recently bought. Companies discussed: META, EOLS, GOLF, PM, DIS. Host - Dylan Lewis; Guests - Asit Sharma, Rickey Mulvey, Nick Sciple

2023 is half over and the stock market has rebounded significantly from its 2022 lows. Andy Cross and Jason Moser discuss revised first quarter GDP data, Nike earnings coming in a bit light, and the Biden Administration's proposed new artificial intelligence chip export restrictions for China. Then, 19 minutes in, Motley Fool Money's Deidre Woollard caught up with Dave Meyer, the VP of Growth and Analytics at Bigger Pockets to talk through how the housing market has held up this year in the face of higher rates and whether trends like aging in place and sunbelt migration are here to stay. Finally, 32 minutes in, Jason and Andy talk about two ideas on their radar: Amazon and Winmark. Stocks discussed: MKC, NKE, GIS, DAL, NVDA, AMD, CCL WBA, PEP. AMZN, WINA. Host - Ron Gross; Guests - Andy Cross, Jason Moser, Deidre Woollard, Dave Meyer

One key ingredient in Warren Buffett’s “Secret Sauce” is stocks that pay a dividend, but then you’ve got to let them simmer for a very long time. Jim Gillies and Ricky Mulvey discuss Walgreens Boot Alliance’s disappointing 3rd quarter, the pharmacy chain’s turnaround story, what to look for in investor presentations, and why investors are cheering Brookfield’s $4.3 billion bid for life insurance company, American Equity. Plus, 12 minutes in, Robert Brokamp and Matt Argersinger discuss the fundamentals and tradeoffs of owning dividend payers. Companies mentioned: WBA, BN, BAM, AEL, KO, AMX, MO, HD, AOS, PLD. Links: Rule Your Retirement article: https://www.fool.com/premium/rule-your-retirement/coverage/1062/coverage/2023/05/26/how-buffetts-secret-sauce-could-pay-for-your-retir/. Dividend Knights list: https://docs.google.com/spreadsheets/u/1/d/1-OPCz9pXOcgFqmbMR3wxREg4O7ws_qWW8RWqKPYn1D4/edit#gid=0. Host - Ricky Mulvey; Guests - Jim Gillies, Robert Brokamp, Matt Argersinger