Afleveringen
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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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The market plays a love/hate relationship with earnings from Fool stocks, and we talk about the ways you and your partner can be on the same page this Valentine’s Day and for years to come.
(00:21) Jason Moser and Emily Flippen break down:
- The Trade Desk's 30% post-earnings decline, and why it’s more about the company’s internal structure and execution rather than the long-term ad market opportunity.
- Roku's impressive position in streaming and progress in advertising. Airbnb's vision to become the Amazon of travel and living.
- Green flags from Dutch Bros, Shopify, and Upstart in their earnings reports.
(19:11) Answers crew Alison Southwick and Robert Brokamp break down how to talk to your spouse about money and why “money issues” might really be the symptom of other problems in a relationship.
(30:00) Emily and Jason offer love letters to their favorite stocks, and two stocks on their radar this week: AAON and Zoetis
Stocks discussed: TTD, ROKU, ABNB, BROS, UPST, ZTS, AAON
Host: Dylan Lewis
Guests: Jason Moser, Emily Flippen, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd, Rick Engdahl
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Zijn er afleveringen die ontbreken?
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Digital ad platform, The Trade Desk, missed its own expectations for the first time in 33 quarters. Its investors were not pleased.
(00:21) Alicia Alfiere joined Ricky Mulvey to discuss:
- The expectations, and real business performance of The Trade Desk.
- Robinhood blowing away expectations, and what its earnings reveal about retail investing trends.
- How restaurants are responding to egg shortages.
Then, (15:40) Sanmeet Deo joins Ricky for a look at Celsius’s reposition and what the stock needs for a comeback.
Companies discussed: TTD, HOOD, CRBL, CELH, PEP
Host: Ricky Mulvey
Guests: Alicia Alfiere, Sanmeet Deo
Producer: Mary Long
Engineer: Dan Boyd, Rick Engdahl
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Now he wants to run OpenAI.
(00:21) Jason Moser and Mary Long discuss:
- Elon Musk’s bid for OpenAI
- What BYD’s rollout of self-driving technology means for Tesla
- Revitalized interest in Upstart’s AI lending platform
- Developments in the buy now, pay later space
Then, (17:39), Anand Chokkavelu hosts Fool contributors Jason Hall and Rick Munarriz for a Scoreboard episode breaking down Trex, the composite decking company.
To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup.
Companies mentioned: MSFT, TSLA, BYD, UPST, JPM, AFRM, FIS, TREX
Host: Mary Long
Guests: Jason Moser, Anand Chokkavelu, Jason Hall, Rick Munarriz
Producer: Ricky Mulvey
Engineers: Dan Boyd, Michael Schweitzer
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We’re diving into Shopify’s earnings and long-term vision with President Harley Finkelstein. He joined Ricky Mulvey and Asit Sharma to discuss:
- Shopify as a 100-year company.
- What a change in de minimis rules would mean for merchants.
- Shopify’s growth levers.
Company discussed: SHOP
Got a question for the show? Email us at [email protected]
Note: Ricky Mulvey has a position in SHOP
Host: Ricky Mulvey
Guests: Asit Sharma, Harley Finkelstein
Producer: Mary Long
Engineer: Rick Engdahl
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The big game didn’t live up to the big billing, but there was plenty to take in during commercial breaks and halftime.
(00:14) David Meier and Dylan Lewis discuss:
- HIMS taking a big swing at the weight-loss industry, trying to seize a tight window for acquiring customers that want GLP-1 drugs and shift public opinion on them.
- Dunkin’ and Starbucks taking very different approaches for morning coffee drinkers.
- McDonald’s lackluster Super Bowl ad and earnings results.
WSJ article on HIMS: https://www.wsj.com/health/pharma/hims-super-bowl-ad-spotlights-weight-loss-drug-copycats-as-clock-ticks-on-their-business-3a225c5c
(21:35) Robert Brokamp and Alison Southwick continue their conversation on 401ks and how you can get yours in better shape.
Companies discussed: HIMS, LLY, NVO, SBUX, SKX, MCD
Host: Dylan Lewis
Guests: David Meier, Robert Brokamp, Alison Southwick
Producer: Ricky Mulvey
Engineers: Rick Engdahl
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The principles of investing are fairly simple to understand. Application requires some intensity.
William Green is the author Richer, Wiser, Happier: How the World's Greatest Investors Win in Markets and Life. Green also hosts a podcast with the same title. Robert Brokamp caught up with him for a conversation about:
- What successful investing comes down to.
- The personality traits of market beaters.
- Investing lessons from Charlie Munger, Howard Marks, and John Templeton.
Companies mentioned: BRK.A, BRK.B, MKL
Host: Robert Brokamp
Guest: William Green
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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DeepSeek hasn’t dissuaded big tech’s on cloud buildout spend.
(00:43) Ron Gross and Jason Moser discuss:
- What the Jobs report and the tariff headfake mean for the big macro.
- Earnings from Amazon and Alphabet, and big tech’s $300B cap ex plans for 2025.
- PayPal’s good quarter/bad reaction, Spotify’s music streaming supremacy, and Chipotle’s plans to burrito the world.
(19:03) This year’s Super Bowl offers a rematch from two years ago, a Kendrick Lamar halftime show, and if the NFL regular season’s been any indication – plenty of ads for sports betting Ricky Mulvey caught up with Motley Fool analyst Nick Sciple for the investing angle on legalized sports betting and why parlays are the penny stocks of gambling.
(33:46) Ron and Jason break down two stocks on their radar: Academy Sports And Outdoors and Uber.
Stocks discussed: AMZN, GOOG, GOOGL, PYPL, SPOT, CMG, DK, MGM, AOS, UBER
Host: Dylan Lewis
Guests: Ron Gross, Jason Moser, Ricky Mulvey, Nick Sciple
Engineers: Rick Engdahl
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Two things can be true.
(00:14) Bill Barker and Ricky Mulvey discuss:
- Legislation to ban DeepSeek on US government devices.
- Hershey’s quarter, and what it reveals about American eating habits.
- Eli Lilly’s blockbuster weight-loss drugs, and questions about its valuation.
Then, (18:26) Ricky continues his conversation with writer Jordan Harper about the challenges of making TV and movies in the streaming era.
Companies discussed: NVDA, HSY, LLY
Host: Ricky Mulvey
Guests: Bill Barker, Jordan Harper
Producer: Mary Long
Engineer: Rick Engdahl
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Google – all its apps, smartphones, and the cloud business – is responsible for 99% of Alphabet’s total revenue. But Alphabet is toiling away on quite a few moonshot projects. What if one of them works?
(00:14) David Meier and Mary Long break down earnings from Alphabet and Palantir. They also discuss:
- Why cloud computing isn’t going anywhere.
- YouTube’s secret sauce.
- What Palantir really does.
Then, (17:45), Ricky Mulvey talks with television writer and novelist Jordan Harper about how PR firms shape public opinion and how to spot their work when consuming the news.
Companies mentioned: GOOG, NFLX, PLTR
Host: Mary Long
Guests: David Meier, Ricky Mulvey, Jordan Harper
Engineer: Rick Engdahl
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Think you know how the trade wars will shake out? Don’t bet on it.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- The reaction to potential tariffs in Canada.
- Separating your political ideas from your investments.
- PayPal’s $15 billion buyback authorization.
Then, (16:38) Alison Southwick and Robert Brokamp offer some ways to get your 401(k) in better shape.
Companies mentioned: PYPL
Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
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The markets and companies react to a shift in international trade. And Softbank’s Masayoshi Son continues to bet big in tech.
(00:14) Asit Sharma and Dylan Lewis discuss:
- The Trump Administrations plans for tariffs on imports from Canada, Mexico, and China, and the “de minimus” exemption on imports below $800.
- How businesses like cross-border railroad Canada Pacific Kansas City are responding to tariffs potentials affecting the flow and volume of goods.
- OpenAI and Softbank’s latest set of announcements – a $3B enterprise contract and joint venture to bring artificial intelligence offerings to Japanese businesses.
(17:43) In the week before Trump’s inauguration, the FDA announced that Zyn, the viral nicotine pouch, would be allowed to stay on the market. Mary Long talks with Fool analyst Nick Sciple about what these regulatory changes mean for Big Tobacco’s “smoke-free” future.
Companies discussed: CP, SFTBY, PDD PM, MO
Host: Dylan Lewis
Guests: Asit Sharma, Mary Long, Nick Sciple
Producer: Mary Long
Engineers: Rick Engdahl
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The man behind SoftBank has now teamed up with OpenAI to invest up to $500 billion in American AI infrastructure over the next four years. Masayoshi Son has a vision for the future of the world. But what does that vision look like?
Lionel Barber is the former Editor-in-Chief of The Financial Times and author of the book “Gambling Man: The Secret Story of the World’s Greatest Disruptor, Masayoshi Son.” Ricky Mulvey caught up with Barber to discuss:
- Masa Son’s instincts as a salesperson and investor.
- Why the founder is still driven by his roots.
- Questions for anyone who’s tempted to put their life savings into SoftBank.
Tickers mentioned: SFTBY, NVDA
Host: Ricky Mulvey
Guest: Lionel Barber
Producer: Mary Long
Engineer: Rick Engdahl
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The market was left with more questions than answers about the next era of artificial intelligence. As we wait, the hyperscalers keep spending.
(00:44) Jason Moser and Asit Sharma discuss:
- The shockwaves of a cheaper, more efficient option in AI compute, and why big tech leaders like Microsoft and Meta are sticking to their buildout plans.
- Apple’s continued struggles to find growth with the iPhone and its China business.
(19:03) The earnings rundown continues!
- Tesla finishes a flat year, but has big futurey plans for 2025 and 2026.
- Starbucks’ first quarter under Brian Niccol looks a lot like the previous ones as the new CEO tries to get “Back to Starbucks.”
- Visa and Mastercard show the consumer is still doing quite alright.
(34:47) Jason and Asit break down two stocks on their radar: UPS and ServiceNow.
Stocks discussed: ASML, MSFT, META, AAPL, TSLA, SBUX, MA, V, UPS, NOW
Host: Dylan Lewis
Guests: Jason Moser, Asit Sharma
Engineers: Rick Engdahl
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Meta and Microsoft are now spending roughly 30% of their annual revenues on capital expenditures. What are they hoping to get from all that investment?
(00:14) Asit Sharma and Mary Long break down earnings from Meta and Microsoft. They also discuss:
- Whether the DeepSeek story changes how investors should view off-the-walls AI spending.
- The future of Reality Labs.
- Microsoft’s $13B-and-growing AI business.
- Why “fungible fleet” is a potentially ominous phrase for Sam Altman
Companies discussed: META, MSFT, NVDA
Host: Mary Long
Guest: Asit Sharma
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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New CEO Brian Niccol, same struggles at Starbucks – falling comps and foot traffic.
(00:14) Anthony Schiavone and Dylan Lewis discuss:
- The market’s very upbeat reaction to Starbucks’ fairly lackluster results.
- Brian Niccol’s “Back to Starbucks” plan and the progress so far.
- Brad Jacob’s plans to run his proven acquisition playbook at QXO, and why Beacon isn’t eager to be bought up.
(13:16) Is there a way to make clothing rentals work? If there is, Rent the Runway hasn’t quite figured it out. But a quiet competitor might have. Fool analyst Nick Sciple joins Mary Long to talk about a mall retailer with a subscription side hustle.
Companies discussed: SBUX, QXO, BECN, RENT, URBN, ANF
Host: Dylan Lewis
Guests: Anthony Schiavone, Nick Sciple, Mary Long
Engineers: Rick Engdahl
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The airline has wasted resources on two failed growth strategies. Can a new plan turn the plane around?
(00:14) Jason Moser and Mary Long discuss:
- Why not all airlines are facing the same headwinds
- GM’s quarterly net loss
- The just-announced partnership between X and Visa.
Then, (14:54), Robert “Bro” Brokamp and Amy Bach talk about how homeowners can better understand their insurance policies and how to prepare for a potential loss.
Tickers mentioned: JBLU, UAL, DAL, GM, V
Host: Mary Long
Guests: Jason Moser, Robert “Bro” Brokamp, Amy Bach
Engineers: Rick Engdahl, Austin Morgan
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The tech battle between China and the U.S. is heating up – one player just showed the world that Ai can be done well with a lot less.
(00:14) Tim Beyers and Dylan Lewis discuss:
- The Chinese app that is shaking up the AI landscape – DeepSeek – and how its leaner, less resource-intensive approach will affect artificial intelligence technology.
- Why software prowess and efficiency will be the major themes for AI in 2025.
- What to focus on when the affected big tech companies – Apple, Microsoft, Meta, ASML – report earnings this week.
(19:15) Senior Fool Analyst David Meier, interviews John Zahurancik Fluence Energy’s President of the Americas, about the utilities side of the renewables market.
Companies discussed: MSFT, NVDA, AAPL, ASML, FLNC
Host: Dylan Lewis
Guests: Tim Beyers, David Meier, John Zahurancik
Engineers: Rick Engdahl
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There’s more to the legendary chipmaker than its tech stack.
Tae Kim is a Senior Technology writer at Barron’s and author of the new book, “The Nvidia Way.” Best-selling author Morgan Housel interviews Kim for a conversation about:
- The early days at Nvidia and its long path to “overnight” success.
- What drives Nvidia’s employees.
- How Jensen Huang takes long-term thinking to the extreme.
Premium Motley Fool members can catch Morgan and Tae’s full conversation here: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-the-nvidia-way
To become a premium Motley Fool member, go to www.fool.com/signup
Host: Morgan Housel
Guest: Tae Kim
Producer: Mac Greer, Mary Long
Engineer: Tim Sparks, Rick Engdahl
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At new all-time highs, the market’s valuation concerns aren’t going away anytime soon. But they’re also not keeping big money from being committed to artificial intelligence.
(00:44) Jason Moser and Asit Sharma discuss:
- The S&P 500s new highs, what to make of the market’s valuation and what some of the big names on The Street have to say about it.
- Stargate, the new $500B planned joint venture between OpenAI, Softbank, and some of the biggest names in tech.
- Fantastic earnings reports from Netflix, GE Aerospace, and Twilio.
(19:03) Tim Beyers talks with Frances Schwiep, a partner at Two Sigma Ventures, about where the biggest early-stage opportunities are right now in the AI ecosystem and what to look for in great founders.
AI Summit interview with Frances Schwiep: https://www.fool.com/premium/4056/coverage/2025/01/15/ai-summit-2025-interview-with-frances-schwiep
(32:30) Asit and Jason check in on their new year’s resolutions and offer up two stocks on their radar: Nike and Garmin.
Stocks discussed: MSFT, NVDA, ORCL, NFLX, GE, TWLO, NKE, GRMN
Host: Dylan Lewis
Guests: Asit Sharma, Jason Moser, Tim Beyers, Frances Schweip
Engineers: Rick Engdahl
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