Share Sounds. presented by Motley Fool Money

If you clean out your closet once in a while, consider doing the same with your investment portfolio. Ron Gross and Jason Moser discuss stocks investors should consider trimming like hedges, two stocks to throw out altogether, stocks that spark joy (a la Marie Kondo), investments poised for a comeback, why Visa, Mastercard, and Berkshire-Hathaway are good stocks for a rainy day, and actual cleaning tips! Then, 19 minutes in, Motley Fool senior analyst Bill Mann talks with Howard Marks, co-founder of Oaktree Capital Management, about China’s effect on inflation in the U.S. and the winners and losers in a world of higher interest rates. Stocks discussed: FIVE, DG, DLTR, OLLI, ZG, UA, COST, CDNS, XBI, PYPL, SQ, BRK, V, MA. Host - Chris Hill; Guests - Jason Moser, Ron Gross, Bill Mann, Howard Marks

There are no style points in investing, and big brands continue to dominate teen spending habits. Dylan Lewis and Nick Sciple discuss Piper Sandler’s Generation Z survey about brands and spending, tailwinds for Ulta Beauty, Spotify, and Nike, investing in resale companies, and how the competitive landscape shifted for upstart brands. Also, 11 minutes in, Ricky Mulvey and Sanmeet Deo look at two health trends for investors to watch. Companies discussed: NKE, SPOT, LULU, ULTA, WINA, TSX: ATZ, LTH, XPOF. Host - Dylan Lewis; Guests - Nick Sciple, Sanmeet Deo

The NASDAQ rose 17% in the 1st quarter, but we're not popping champagne just yet. Ron Gross and Matt Argersinger discuss new inflation data and real estate concerns in Silicon Valley, why they're watching company margins and guidance updates over the next few weeks, Disney shutting down its metaverse division, Lululemon's (unsurprising) write-down of Mirror, and the latest from Walgreens, RH, and McCormick. Plus, 19 minutes in, Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT. Then, 33 minutes in, Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International. To get your copy of Motley Fool's free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC. Host - Chris Hill; Guests - Ron Gross, Matt Argersinger, Brad Stone

It helps to know the difference between an investing opportunity and a falling knife. Asit Sharma discusses RH (aka, Restoration Hardware) wrapping up a rough fiscal year, how the retailer's great margins during the pandemic have gotten....less great, and Electronic Arts and Roku joining the list of tech companies laying off employees. Then, 13 minutes in, Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals. Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY. Host - Chris Hill; Guests - Asit Sharma, Jason Moser, Matt Frankel

The Fed's quarter-percent interest rate hike went as expected. The CEO of TikTok's testimony on Capitol Hill did not. Emily Flippen and Ron Gross discuss fear of a recession vs. fear of a banking contagion, whether social media giants like Meta Platforms and Snap stand to benefit from the drama around TikTok, Ford Motor's plan to go from losing billions on EVs to being profitable by the end of 2026, and the latest from Block, KB Home, and Accenture. Also, 19 minutes in, Emily and Ron continue their analysis of the week's big investing stories, including recent struggles from three pet companies — Chewy, Petco, and Trupanion, Apple's plan to spend $1 billion per year on theatrical releases, the latest from Nike, Ollie's Bargain Outlet, and Darden Restaurants, and two stocks on their radar: Globus Medical and Donnelly Financial Solutions. Stocks discussed: SNAP, META, GOOG, SQ, KBH, F, CAN, CHWY, WOOF, TRUP, NKE, OLLI, DRI, SBUX, IMAX, CNK, AMC, AAPL, GMED, DFIN. Host - Chris Hill; Guests - Emily Flippen, Ron Gross

Just because things go as expected doesn't mean the ripple effects aren't surprising. Andy Cross discusses the Fed's 0.25% rate hike, unfortunate timing around Chairman Powell's press conference and Sec. Yellen's public testimony, and why he's going to be paying more attention to annual reports in the coming weeks. Then, 10 minutes in, Nick Sciple and Jim Gillies face off in the semi-finals of our stock investing version of March Madness! Choose the winner by casting your vote in our Twitter poll @MotleyFoolMoney! Companies discussed: RMAX, BWXT. Host - Chris Hill; Guests - Andy Cross, Nick Sciple, Jim Gillies

Inflation data and the state of play in the banking industry has investors wondering: What will the Fed decide next week about interest rates? Jason Moser and Matt Argersinger discuss First Republic getting $30 billion in deposits from 11 major banks, the latest CPI and PPI numbers continuing the trend of cooling inflation, whether the Federal Reserve should raise rates next week (and if so, by how much) or hit the pause button, and the latest from FedEx, Adobe, Lennar, and Williams-Sonoma. Then, 19 minutes in, John Ourand from Sports Business Journal and the "Sports Media Podcast" analyzes the economics of March Madness, why he's bullish on the upcoming MLB season, and Disney CEO Bob Iger's latest thinking on ESPN. Also, 32 minutes in, Matt and Jason discuss Google raising the price of YouTube TV and share two stocks on their radar: Charles Schwab and Zebra Technologies. Stocks discussed: SIVB, FRC, BAC, JPM, WFC, C, PNC, MTB, FDX, ADBE, LEN, WSM, FOX, WBD, PARA, DIS, AMZN, AAPL, GOOG, GOOGL, SCHW, ZBRA. Host - Chris Hill; Guests - Jason Moser, Matt Argersinger, John Ourand

Adobe wants to be a customer experience platform, and a discount retailer is upscaling. Deidre Woollard and Asit Sharma discuss Adobe’s quarter, and issues acquiring Figma, Tech companies rushing to launch generative AI, Five Below converting stores to Five Beyond, and labour issues for Dollar General. Plus, 16 minutes in, stock market madness continues. Bill Mann and Nick Sciple face off to pitch a stock in a better buy debate. Companies discussed: ADBE, FIVE, DG, PAC, BWXT. Host - Deidre Woollard; Guests - Asit Sharma, Bill Mann, Nick Sciple

In a wild end to the week, Silicon Valley Bank was shut down by regulators in the biggest bank failure since the Great Recession. Jason Moser and Matt Argersinger discuss February's jobs report (and potential ripple effects), the stunning collapse of Silicon Valley Bank, Vail Resorts staffing up to meet demand, how the "Lipstick Effect" is benefitting Ulta Beauty, and the latest from Docusign, and Dick's Sporting Goods. The, 19 minutes in Nell Minow, Vice Chair of Value Edge Advisors, offers a prescription for making stock buyback plans more shareholder-friendly, thoughts on ESG guidelines, and predictions for the Academy Awards. Plus, 35 minutes in, Jason and Matt share two stocks on their radar: InterDigital and Global Industrial Co. Stocks discussed: SIVB, MKL, DOCU, MTN, ULTA, DKS, AMC, DIS, GOOG, IDCC, GIC. Host - Chris Hill; Guests - Jason Moser, Matt Argersinger, Nell Minow

It's always a good idea to know why you're about to invest in a business. Jason Moser discusses short-term catalysts, long-term trends, and why it's ok to invest in both, the importance of understanding how a business makes money, and reasons to sell a stock. Plus, 10 minutes in, Deidre Woollard looks back at the bear market of 2020 with Liz Hoffman, author of the new book 'Crash Landing: The Inside Story Of How The World's Biggest Companies Survived An Economy On The Brink'. Companies discussed: ABND GS, HLT. Host - Chris Hill; Guests - Jason Moser, Deidre Woollard, Liz Hoffman