Motley Fool Money podcast

Motley Fool Money

Join hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day’s top business news and financial headlines with the Motley Fool's team of investment analysts. 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.

Join hosts Dylan Lewis, Deidre Woollard, Ricky Mulvey, and Mary Long as they cover the day’s top business news and financial headlines with the Motley Fool's team of investment analysts. 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.

 

#1479

Betting On Big Remodel

Home Depot buys a distribution network for landscaping, roofing and pools. (00:14) Bill Barker and Deidre Woollard discuss: - Why Home Depot is buying a distribution network. - The cyclical nature of home remodeling. - If RH’s lofty goals are attainable. (13:34) As a tribute to Daniel Kahneman, we revisit his 2013 conversation with Morgan Housel Companies discussed: HD, RH Claim your Epic discount:  [www.fool.com/epic] (http://www.fool.com/epic) Host: Deidre Woollard Guests: Bill Barker, Morgan Housel, Daniel Kahneman Producers: Mary Long, Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

20 hrs Ago

29 MINS

29:05

20 hrs Ago


#1478

Bridges and Digital Toll Roads

Merchants are going to be taking a bigger cut of credit card swipes, what does it mean for VIsa and Mastercard?  (00:21) Bill Mann and Dylan Lewis discuss: - The tragic Francis Scott Key Bridge collapse in Baltimore and how it affects the port and the companies with goods going in and out of it. - Visa and Mastercard’s $30B settlement with merchants over interchange fees.  - A curious crypto story with Nilam Resources. (12:09) Tech insider Kara Swisher joins Deidre Woollard to talk about her new best-seller “Burn Book” and how a tech CEO helped her kids use social media a little less. Companies discussed: V, MA Host: Dylan Lewis Guests: Bill Mann, Deidre Woollard, Kara Swisher Engineers: Dan Boyd Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

Yesterday

25 MINS

25:26

Yesterday


#1477

NAR Settlement: Real Estate’s Potential Winners And Losers

The National Association of Realtors settled a lawsuit that could dramatically change the way homes are sold. (00:21) Nick Sciple and Ricky Mulvey discuss: - How the settlement could impact realtors and traditional brokerages. - The potential effect on Redfin’s growth story. - Why CoStar may be a winner in the shake-up. Plus, (16:50) Robert Brokamp and Alison Southwick discuss a critical piece of financial planning that can help any family. Link to receive the “3 Dividend Stocks” report: [www.fool.com/2024dividends] (www.fool.com/2024dividends) Companies discussed: RDFN, Z, ZG, COMP, RMAX, CSGP Host: Ricky Mulvey Guests: Nick Sciple, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

26 Mar 2024

30 MINS

30:33

26 Mar 2024


#1476

The Long Goodbye

Boeing’s CEO is moving on, just not quite yet. (00:21) Jason Moser and Deidre Woollard discuss: - The ins and outs of Boeing’s CEO search. - Why Masimo may spin out its consumer division. - If Elliott Management can make Match soar. (16:21) IWG CEO Mark Dixon explores the opportunity his company sees in the global shift toward hybrid work. Companies discussed: IWG, BA, MASI, MTCH, PYPL, ETSY Claim your Epic discount: [www.fool.com/epic] (www.fool.com/epic) Host: Deidre Woollard Guests: Jason Moser, Mark Dixon Producer: Ricky Mulvey Engineers: Chace Pryzlepa, Dan Boyd Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

25 Mar 2024

27 MINS

27:14

25 Mar 2024


#1475

The Dividend Returns

For decades, dividends have been out of style. History suggests that may soon change. Daniel Peris is a trained historian, a portfolio manager, and the author of many investing books, including his latest, “The Ownership Dividend.” Deidre Woollard caught up with Peris to talk about why he believes we’re about to witness a resurgence of dividend investing. They also discuss: The coming return of the “cash nexus.” Semantics, and how academic finance differs from a real-world balance sheet. Why free cash flow is king.  Host: Deidre Woollard Guest: Daniel Peris Producers: Mary Long, Ricky Mulvey Engineers: Chace Pryzlepa, Tim Sparks Companies discussed: META, CRM, BA, FHI Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

24 Mar 2024

25 MINS

25:26

24 Mar 2024


#1474

Does F1 Need Netflix?

The Netflix show “Drive to Survive” completely changed the sport of motor racing. But Formula One’s story begins long before the streamer stepped in. Joshua Robinson and Jonathan Clegg are sports reporters at the Wall Street Journal and co-authors of the new book, “The Formula: How Rogues, Geniuses, and Speed Freaks Reengineered F1 into the World’s Fastest Growing Sport.” Ricky Mulvey caught up with them both to discuss: ---How a used car dealer became a global entertainment magnate. ---Why the underdog never seems to win in racing. ---The inseparability of Ferrari and F1. Host: Ricky Mulvey Guests: Jonathan Clegg, Joshua Robinson Producer: Mary Long Engineers: Rick Engdahl Companies discussed: LSXMA, FWON.A, FWON.B, FWON.K, RACE, MBGY.Y, NFLX, AAPL Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

23 Mar 2024

31 MINS

31:15

23 Mar 2024


#1473

FTC vs. Apple’s Walled Garden

For years Apple has claimed its app store and ecosystem is meant to protect its users. The FTC isn’t so sure.  (00:19) Emily Flippen and Jason Moser discuss: - The FTC’s suit against Apple, and why it probably means years of lawyer fees and distraction for Apple. - Chipotle’s 50-for-1 stock split and the market reaction to Reddit’s debut.  - Earnings from Chewy, Nike, Lululemon, and Accenture.  (18:51) Motley Fool contributor Brian Feroldi breaks down Reddit’s S-1 and the major risks facing the the self-proclaimed “Front page of the internet” (33:47) Emily and Jason break down two stocks on their radar: Pinduoduo and TopGolf Callaway. Stocks discussed: AAPL, CMG, RDDT, CHWY, NKE, LULU, ACN, PDD, MODG Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Brian Feroldi Engineers: Rick Engdahl, Austin Morgan Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

22 Mar 2024

38 MINS

38:52

22 Mar 2024


#1472

A Denim Moat

Getting into the jeans business is harder than it may seem. (00:13) David Meier and Deidre Woollard discuss: - Chewy’s customer growth problem. - If Chewy is the future of veterinary care. - The picks and shovels play behind sports betting. (14:42) Mary Long interviews Lauren Sherman, fashion reporter for Puck on two retailers looking for a turnaround. Companies discussed: CHWY, SRAD, GES, GAP Claim your Epic discount: www.fool.com/epic Host: Deidre Woollard Guests: David Meier, Mary Long, Lauren Sherman Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

21 Mar 2024

28 MINS

28:21

21 Mar 2024


#1471

Split Your Burrito and Your Stock

Chipotle’s epic run makes it the latest big name to split its stock, we talk about why its good for the options market and why Chipotlanes and breakfast are still huge levers for CMG.    (00:13) Tim Beyers and Dylan Lewis discuss: - Chipotle’s historic 50-for-1 stock split and why the burrito-maker still has plenty of growth ahead of it. - Apple and Google-parent Alphabet’s talks to bring Gemini into the iPhone, and why it’s a no-brainer for both businesses.  (13:48) Motley Fool Money’s Mary Long caught up with Lauren Sherman, a fashion correspondent at Puck to talk about Abercrombie and Fitch’s turnaround and epic 2023. Companies discussed: CMG, AAPL, GOOG, GOOGL, ANF Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Lauren Sherman Engineers: Rick Engdahl Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

20 Mar 2024

28 MINS

28:00

20 Mar 2024


#1470

Nvidia Sells Chips Like Pancakes

The chip designer unveiled a bigger and faster graphics processing unit, but the market isn’t cheering the announcement. (00:21) Asit Sharma and Ricky Mulvey discuss: - The advancements in Nvidia’s new Blackwell GPU. - If any competitors are closing in on the tech giant. - Nvidia’s plays in humanoid robots, self-driving cars, and weather forecasting. Plus, (16:14) Alison Southwick and Robert Brokamp answer listener questions about lending out shares, activist investors, and Social Security. Stock Advisor discount link for podcast listeners: [www.fool.com/asit] (www.fool.com/asit) Got a question for the show? Email us at podcasts@fool.com Companies discussed: NVDA, INTC, AMD, GOOG, GOOG, AMZN Host: Ricky Mulvey Guests: Asit Sharma, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

19 Mar 2024

28 MINS

28:22

19 Mar 2024


#1469

Meet The New Kids

Deckers Outdoor and Super Micro Computer enter the S&P 500. (00:21) Jason Moser and Deidre Woollard discuss: - What it means to join the S&P 500. - The brands driving Deckers Outdoor’s growth. - Why an EV blunder may have cost Hertz’s CEO his job. (16:06) Daniel Newman, CEO of the Futurum Group, explains what to watch for when it comes to the Magnificent Seven. Companies discussed: DECK, CROX, NVDA, SMCI, HTZ, TSLA Host: Deidre Woollard Guests: Jason Moser, Daniel Newman Producer: Ricky Mulvey Engineers: Chace Przylepa, Dan Boyd Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

18 Mar 2024

27 MINS

27:54

18 Mar 2024


#1468

As Luck Would Have It

In investing, you’re always searching for a pot of gold. But sometimes, “luck” has other plans. Nick Sciple, Jim Gillies, and Emily Flippen got together on an episode of our members-only livestream for a conversation about the role of luck in investing. In this selection from that conversation, they discuss: ---Being early to trends, and lucky to sell  ---The importance of journaling ---Time horizons, and what it means for stocks to be “up for sale every day.”  To learn more about Stock Advisor, our flagship investing service, visit: [www.fool.com/emily] (http://www.fool.com/emily) Host: Nick Sciple Guests: Jim Gillies, Emily Flippen Producer: Mac Greer Engineers: Rick Engdahl Companies discussed: BCE, RY, NFLX, GPRO, AMZN Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

17 Mar 2024

18 MINS

18:07

17 Mar 2024


#1467

The Power of Place

Younger generations want more experiences and less stuff. That’s a problem for retailers. Deidre Woollard caught up with Kevin Ervin Kelley, architect, experience designer, and the author of “Irreplaceable: How to Create Extraordinary Places that Bring People Together.” They discuss: - The evolution of grocery stores, and how regional players can compete. - Why direct-to-consumer brands have a scaling problem. - How Harley Davidson stores became a social destination. Company discussed: HOG Host: Deidre Woollard Guest: Kevin Ervin Kelley Producer: Ricky Mulvey Engineers: Rick Engdahl, Desireé Jones Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

16 Mar 2024

26 MINS

26:59

16 Mar 2024


#1466

AI Gives and AI Takes

AI has been a boon for Oracle’s cloud business, but it’s also creating a lot of questions for Adobe. (00:21) Andy Cross and Matt Argersinger discuss: - The National Association of Realtors agreeing to over $400M in fines and to eliminate its commission rules. - Why AI is pushing Oracle up and Adobe down after earnings. - The numbers behind Williams-Sonoma’s 18% spike, Kevin Plank’s return to Under Armour, and Ulta’s wild shrink story,  (19:11) Motley Fool Money’s Ricky Mulvey catches up with Bloomberg entertainment reporter Lucas Shaw, for a look into the business of streaming, the power of incentives, and corporate infighting at Paramount.. (34:01) Andy and Matt break down two stocks on their radar: Equity Commonwealth and Landstar Systems. Stocks discussed: RDFN, Z, ADBE, ORCL, WSM, UA, UAA, ULTA, LSTR, EQC Host: Dylan Lewis Guests: Andy Cross, Matt Argersinger, Ricky Mulvey, Lucas Shaw Engineers: Dan Boyd Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

15 Mar 2024

39 MINS

39:01

15 Mar 2024


#1465

Under Armour CEO Walks The Plank

The old CEO is the new CEO at the athletic brand, but can he turn the ship around? (00:21) Jason Hall and Deidre Woollard discuss: - Why Kevin Plank is back in the CEO seat at Under Armour. - What makes Dick’s Sporting Goods so resilient. - The making of a perfect storm for homebuilders. (15:42) Bill Mann talks to Pagaya CEO Gal Krubiner about using AI to change the world of fintech. Companies discussed: LEN, PGY, DKS, UA, UAA Host: Deidre Woollard Guests: Gal Krubiner, Bill Mann, Jason Hall Producer: Ricky Mulvey Engineers: Kyle Carruthers, Dan Boyd Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

14 Mar 2024

31 MINS

31:18

14 Mar 2024


#1464

From 40-Bagger to Flatliner

NYCB’s $1B cash infusion should steady the struggling bank, but don’t expect Fools to be jumping into the stock. And Family Dollar’s footprint gets a bit smaller. (00:21) Matt Frankel and Dylan Lewis discuss: - Family Dollar’s plans to close almost 1,000 locations over the next few years and what it says about the state of discount retail and real estate. - New York Community Bank’s cash infusion and reverse stock split and why it’s still not enough to get Matt interested. - The banks to watch instead. (13:50) Deidre Woollard and Motley Fool analyst Kirsten Guerra dive into Duolingo and how a little bit of its marketing spend has driven a whole lot of revenue growth. Companies discussed: DLTR, NYCB, DOUL Host: Dylan Lewis Guests: Matt Frankel, Deidre Woollard, Kirsten Guerra Engineers: Desiree Jones, Dan Boyd Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

13 Mar 2024

25 MINS

25:50

13 Mar 2024


#1463

BMW’s Kinder Egg Strategy

Why does ASML want to leave its home country? (00:21) Bill Mann and Ricky Mulvey discuss: - A growth problem for the European tech giant. - BMW’s ability to make a profit on electric vehicle sales. - Product problems for BYD Auto. Plus, (17:20) Alison Southwick and Robert Brokamp talk to a couple about their real life money questions, and one financial item that should be on every family’s to-do list. Companies discussed: ASML, BMWYY, TSLA, BYDDY NYTimes Article about BMW: [https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html] (https://www.nytimes.com/2024/03/09/business/bmw-electric-vehicles.html) Visit our sponsor Monarch Money: Go to www.monarchmoney.com/FOOL for an extended 30-day free trial.  Host: Ricky Mulvey Guests: Bill Mann, Alison Southwick, Robert Brokamp, Emily Williamson, Paul Ballas Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

12 Mar 2024

31 MINS

31:38

12 Mar 2024


#1462

Clean Energy Solutions, Profitability Questions

Stem CEO John Carrington is full speed ahead on the clean energy transformation. (00:21) Jason Moser and Deidre Woollard discuss: - Don Julio’s Oscars moment. - If Oscar buzz is still powerful for movie makers. - How Reddit is more like X than Pinterest. (15:49) Ricky Mulvey interviews John Carrington, CEO of energy solutions company Stem on the company’s business model and path to operating profitability. Companies discussed: DIS, PINS, SNAP, META, STEM Host: Deidre Woollard Guests: John Carrington, Jason Moser, Ricky Mulvey Producers: Dylan Lewis, Ricky Mulvey Engineers: Dan Boyd, Mary Long, Rick Engdahl Special Thanks: Jason Hall Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

11 Mar 2024

30 MINS

30:53

11 Mar 2024


#1461

The Sky’s The Limit

Sky Harbour sees massive opportunities in the world of private aviation. Bill Mann, Director of Small-Cap Research at The Motley Fool interviews Tal Keinan, CEO of Sky Harbour, a company that operates airplane hangars around the United States. They discuss: ---How Sky Harbour is building home bases for planes. ---The massive growth in private aviation and why it’s poised to continue. ---Turning underutilized airports into hubs. Companies discussed: SKYH, GD, BDRBF, FDX Host: Deidre Woollard Guests: Tal Keinan, Bill Mann Producer: Dylan Lewis Engineers: Kyle Carruthers, Rick Engdahl Learn more about your ad choices. Visit [megaphone.fm/adchoices] (https://megaphone.fm/adchoices) ... Read more

10 Mar 2024

28 MINS

28:47

10 Mar 2024