Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment anal...
The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending.
(00:21) Asit Sharma and Jason Moser discuss:
- Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer.
- How MercadoLibre’s multi-pronged strategy keeps pushing it to new highs
- The real opportunities the market is giving investors with Wingstop and Block, and why investors should continue to be careful with China’s large tech companies.
(19:11) To celebrate his 500th Rule Breaker Investing episode, Motley Fool co-founder David Gardner and friends Randi Zuckerberg and Morgan Housel talk about some of the enduring lessons from their time in college, where they look for true insight in the world, and a fun way to use AI for perspective.
Catch the full episode here: https://www.fool.com/podcasts/rule-breaker-investing/2025-01-22-three-fools-with-morgan-housel/
(31:50) Jason and Asit break down two stocks on their radar: Axon and Airbnb
Stocks discussed: WMT, ETSY, MELI, WING, SQ, BABA, AXON, ABNB
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, David Gardner, Morgan Housel, Randi Zuckerberg
Engineers: Dan Boyd, Rick Engdahl
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40:01
What’s Cooking at Toast
… and why the stock is “nowhere near fully valued.”
(00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing.
Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s young user base concerns some investors.
Companies discussed: TOST, MSFT, RBLX, META, SNAP
Host: Mary Long
Guests: Tim Beyers, Kirsten Guerra
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl
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31:01
The Infrastructure Behind the AI Revolution
If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution.
(00:21) David Meier and Ricky Mulvey discuss:
- Why Microsoft and Meta rely on Arista Networks.
- How Arista CEO, Jayshree Ullal, is managing Wall Street expectations.
- The downfall of dating app Bumble.
Then, (18:45) Anthony Schiavone joins Ricky to discuss Mid America Apartments, and why some housing costs are swinging back in favor of renters.
Companies discussed: ANET, MSFT, META, BMBL, MAA, AVB
Host: Ricky Mulvey
Guests: David Meier, Anthony Schiavone
Engineers: Dan Boyd, Rick Engdahl
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33:29
Apple's Next iPhone and Robotics Future
Apple is widely expected to launch a new version of its budget-friendly iPhone SE tomorrow. But does the tech giant have another mega-hit in store?
(00:21) Jason Moser and Ricky Mulvey discuss:
- Apple's and Meta’s robotics ambitions.
- Earnings from payments company Adyen.
- What Berkshire Hathaway is buying and selling
Then, (17:05) Alison Southwick and Robert Brokamp answer listener questions about saving for kids, how inflation affects financial ratios, and starting a 401(k) plan at your workplace.
Companies discussed: APPL, META, ADYEY (OTC), BRK.A, BRK.B, BAC, POOL, STZ
Host: Ricky Mulvey
Guests: Jason Moser, Robert Brokamp, Alison Southwick
Engineers: Dan Boyd, Rick Engdahl
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30:45
The Business of Broadway
There’s a phrase that’s common among those in the theater industry: You can’t make a living, but you can make a killing.
Jill Furman is a theatrical producer and winner of multiple Tony awards. She’s part of the team that brought breakout successes “Hamilton” and “In The Heights” to Broadway. Mary Long caught up with Jill for a conversation about:
- Pitching investors to back shows even when 80% of projects don’t recoup their initial investment.
- Working on original projects versus those based on existing stories.
- The formula for commercially successful musicals.
Companies discussed: DIS
Host: Mary Long
Guest: Jill Furman
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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