Motley Fool Money
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.
Episodes
April 25, 2025 • 40 mins
Alphabet’s ad business keeps putting up huge numbers, but a DOJ breakup, generative AI threats, and potential macro slowdown loom.
(00:21) Jason Moser and Asit Sharma discuss:
- Alphabet’s resilient ad business, and what parts of the company might be most interesting if the break-up happens.
- Tesla’s rough quarter, and why the Model Y release is a key moment for the company’s auto thesis.
- Chipotle’s burrito slowdown, how ...
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April 24, 2025 • 27 mins
Warren Buffett’s conglomerate has more cash on the books than any company in history.
(00:21) Matt Argersinger and Ricky Mulvey discuss:
- What home sales data says about the economy.
- A traffic slowdown at Chipotle, and the restaurant chain’s strong unit economics.
- The reasons why Warren Buffett could be sitting on record cash.
Then, (17:06) Mary Long and Asit Sharma continue their conversation about AMD, and discuss the impa...
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April 23, 2025 • 35 mins
Tesla’s net income decreased by 71% compared to a year ago. But Wall Street doesn’t seem to mind.
(00:21) Sanmeet Deo and Mary Long discuss:
- Poor results from Tesla’s automotive segment.
- Whether Musk’s return can revive the company.
- Half marathons, and the future of humanoids.
Then, (18:20), Asit Sharma joins Mary for a look at AMD and how the chip company is different from its biggest competitor.
Companies mentioned: TSLA...
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April 22, 2025 • 32 mins
The Department of Justice is asking Alphabet to sell Chrome.
(00:21) Jason Moser and Ricky Mulvey discuss:
- Why Apple could lose an “easy $20 billion” from Alphabet’s break-up.
- General Motor’s big bet on electric vehicles.
- Bill Ackman’s hedge fund, Pershing Square, buying a 20% stake in Hertz.
Then, (16:52) Robert Brokamp answers listener questions about tariffs, capital accumulation plans, and 401(k)s.
Companies mentioned:...
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April 21, 2025 • 26 mins
Fed independence brings stability, and markets love stability.
(00:21) Asit Sharma and Dylan Lewis discuss:
- The Trump Administration’s focus on Fed Chair Jerome Powell.
- The role of an independent Federal Reserve Bank for the market and investors.
- Netflix’s earnings and status as a “recession-proof” stock.
(16:23) Anand Chokkavelu hosts Fool Contributors Dan Caplinger and Rick Munarriz for a Scoreboard episode on Shopi...
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April 19, 2025 • 29 mins
“AI wouldn’t exist without Nvidia, at least not in its current form.”
So argues Stephen Witt, a journalist and author of the book “The Thinking Machine: Jensen Huang, Nvidia, and the World’ Most Coveted Microchip.” The Motley Fool’s Chief Investment Officer, Andy Cross, and Fool contributor Jose Najarro caught up with Witt for a conversation about:
- What Jensen Huang is afraid of.
- Whether anything can stop the current capex cy...
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April 18, 2025 • 40 mins
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs.
(00:21) Jason Moser and Matt Argersinger discuss:
- Everything that’s been going on over the past few weeks, and how tariff anticipation is playing into consumer behavior.
- Earnings results and macro commentary from United, Bank of America, Goldman Sachs, JP Morgan, and Prologis...
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April 17, 2025 • 30 mins
In the face of a trade war, Taiwan Semiconductor is not changing its outlook.
(00:21) Tim Beyers and Ricky Mulvey discuss:
- Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results.
- The chipmaker’s growth story in 2025.
- Netflix’s plan to become a trillion dollar company.
Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant.
Learn ...
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April 16, 2025 • 27 mins
Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit.
(00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis.
Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space.
Companies mentioned:...
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April 15, 2025 • 32 mins
“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein.
(00:14) Jim Gillies Ricky Mulvey and discuss:
- Fund managers cutting their positions in US stocks.
- How long-term investors should react to fear in the markets.
- If Abercrombie & Fitch’s stock deserves to be in the bargain bin.
(19:02) Then, Robert Brokamp joins Ricky to discuss what your ...
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April 14, 2025 • 30 mins
The old order is gone. When will the new one arrive?
(00:14) Asit Sharma and Mary Long discuss:
- How to make sense of “tariff buckets.”
- What a French ethnographer can teach us about the current moment.
- Earnings from Goldman Sachs.
Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.
The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trum...
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April 12, 2025 • 35 mins
Compared to Turkey, the United States is an ocean of stability.
Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss:
- How politics and investing have become intertwined.
- Damodaran’s view on Mag7 valuations.
- The role of taxes in deciding whether to buy ...
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April 11, 2025 • 40 mins
Today we talk economic uncertainty, airlines, building materials, and assorted spirits.
Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company.
And Emily and Matt share two stocks on their radar.
Host: Ron Gross
Guests: E...
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April 10, 2025 • 34 mins
If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Their reflections on one of the best days in the market since WWII, and the hangover today.
- Nike and Lululemon getting caught in a brewing trade war.
- Andy Jassy’s annual letter to Amazon shareholders.
Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for inv...
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April 9, 2025 • 34 mins
President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The market’s extreme reactions to tariff news.
- China’s “nuclear option” for the U.S. economy.
- The key themes coming up this earnings season.
- Looking for opportunities in an uncertain environment.
Host: Rick...
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April 5, 2025 • 44 mins
Your finances are one important piece of building a wealthy life.
Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Robert Brokamp caught up with Bloom for a conversation about:
- Why money does buy happiness (to an extent).
- Managing your time wealth.
- What soc...
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April 4, 2025 • 40 mins
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports.
Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders.
And Asit and Jason share two stocks on their radar.
Host: Ron Gross
Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices
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April 3, 2025 • 29 mins
The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess.
(00:21) Nick Sciple and Ricky Mulvey discuss:
- Why markets are reacting so strongly to the reciprocal tariff announcements.
- How investors can look for opportunities, but “not be a hero” right now.
- Match Group’s new artificial intelligence flirting game.
Then, (17:24) Rick Munarriz joins Rick...
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April 2, 2025 • 31 mins
“Liberation Day” has arrived.
(00:21) David Meier and Mary Long discuss:
- When we’ll know if the longer-term tariff plan is working.
- How different companies are bracing for impact.
- Tesla’s sales slump.
Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor.
Companies discussed: WMT, TSLA, TXN, TSM
Host: Mary Long
Guests: David Meier, Ricky Mulvey, Jason Hall
En...
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April 1, 2025 • 30 mins
The market is waiting for more clarity on tariffs. Fund managers are already making moves.
(0:21) Bill Barker and Ricky Mulvey discuss:
- How the market could react to tariff liberation day.
- The impact from current tariffs for Harley Davidson.
- If the motorcycle manufacturer is a value trap.
- OpenAI’s funding round, valuing the hybrid non-profit at $300 billion.
Then, (17:08) Alison Southwick and Robert Brokamp discuss how to...
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