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The Motley Fool

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.

Motley Fool Money

What does it mean if history is just the same movie, playing over and over? 
Morgan Housel is a longtime Fool contributor and the bestselling author of The Psychology of Money. Dylan Lewis caught up with Morgan to talk about his latest book, Same as Ever: A Guide to What Never Changes. They discuss:

The not-so-helpful side effect of having fewer economic downturns

Why true optimists believe that the future is messy

Cautionary tales from companies that “got too wide”

And what Warren Buffett understands about storytelling.

Tickers discussed: MSFT, GM, APPL, SSU, BRK.A, BRK.B
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Premium Motley Fool US members can check out the latest “Mindset with Morgan Housel” episode here.
Host: Dylan Lewis Guest: Morgan Housel Producer: Mary Long Engineer: Rick Engdahl
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Morgan Housel and History’s Unending Loop

It’s not talked about too much, but energy stocks have sneakily been some of the best performers in the S&P this year. 

Fool analyst Nick Sciple joins Ricky Mulvey for a conversation on the biggest energy stories of the past year. They also discuss:
- How the US has gotten more efficient at extracting oil from the ground.
- The challenges facing companies hoping to build small nuclear reactors.
- Flatlining investor interest in renewables.

Companies discussed: VST, OKLO, SMR, GEV, BWXT, FSLR
Host: Ricky Mulvey
Guest: Nick Sciple
Producer: Mary Long
Engineers: Rick Engdahl
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2024 in Review: Energy

Motley Fool Senior Analysts Matt Argersinger and Anthony Schiavone join Mary Long to discuss: 

- How a company enters into the Dividend Seven.
- If Home Depot can still be a growth stock.
- The metrics that dividend investors need to understand. 
- Companies that have raised their dividend for decades.

Companies discussed: PLD, JPM, PEP, HD, ABBV, MCD, BLK

Host: Mary Long
Guests: Matt Argersinger, Anthony Schiavone
Producer: Ricky Mulvey 
Engineers: Desireé Jones, Rick Engdahl
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Introducing the Dividend Seven

Global advertising spend is growing faster than expected and beginning to eat into other ways businesses have historically put budget to use – who are the unexpected winners? 
(00:14) David Meier and Dylan Lewis discuss:
- The global ad market eclipsing $1T in 2024, what’s driving the spend, and the lesser known stocks to watch in the industry. 
- Reddit’s new “Reddit Answers” tool, the company’s latest foray into AI, and how the online community continues to lead publishers in AI efforts. 
- How the market continues to give investors a discount on small caps, and why one ETF might be better than another for exposure.
(17:41) Analyst Asit Sharma joins Mary Long for a look at LVMH’s Bernard Arnault and what he shares with Warren Buffett

Companies discussed: GOOG, GOOGL, META, AMZN, CART, TTD, IAS, RDDT, IJR
Host: Dylan Lewis
Guests: David Meier, Asit Sharma, Mary Long
Producer: Ricky Mulvey
Engineers: Rick Engdahl

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The $1 Trillion Ad Opportunity

Riding coattails isn’t a bad thing in investing.
(00:14) Jim Gillies and Ricky Mulvey discuss:
- The alleged killer of Unitedhealthcare’s CEO getting caught.
- A sporting goods retailer buying back a lot of stock.
- Aritzia’s comeback year.
Then, (17:17) Alison Southwick and Robert Brokamp address listener questions about diversification in the S&P 500 and foreign stock sales.

Companies/tickers discussed: UHC, ASO, LULU, TSE: ATZ
Sign up for Breakfast News: breakfast.fool.com

Host: Ricky Mulvey
Guests: Jim Gillies, Alison Southwick, Robert Brokamp
Producer: Mary Long
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices

What Do Investors Underrate?

As if everything weren’t already enough, Amazon now sells cars.
(00:14) Asit Sharma and Mary Long discuss:
- Disruptions to traditional car dealerships.
- Amazon’s next potential venture.
- The rise and fall of GM’s driverless ambitions.
Then, (18:40) Jim Gillies and Ricky Mulvey look at Aercap, an airline leasing company that sees debt as a “raw material.”

Companies discussed: AMZN, CVNA, HYMTF, GM, GOOG, GOOGL, AER
Host: Mary Long
Guests: Asit Sharma, Ricky Mulvey, Jim Gillies
Engineer: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices

Amazon Enters a New Lane

The new Willow chip performed a computation in under five minutes that would take a supercomputer 10 septillion years. That’s longer than the universe has been around.
(00:14) Nick Sciple and Ricky Mulvey discuss:
- The potential futures and lingering questions for quantum computers.
- A restructuring at Warner Bros. Discovery that’s pleasing its investors.
- Why the media conglomerate may be a falling knife.
Then, (18:42) Motley Fool Contributor Lou Whiteman joins Mary Long for a look at FedEx, and holiday shipping season.

Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool

Companies discussed: GOOG, GOOGL, WBD, PARA, TKO, FDX
Host: Ricky Mulvey
Guests: Mary Long, Lou Whiteman
Engineers: Rick Engdahl, Chace Przylepa
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Google’s Quantum Chip

2024 was another stellar year for investors, but a lot of money is piling into the same places in the U.S. and globally. 
(00:46) Bill Mann and Matt Argersinger discuss:
- Why 2024 was such a good year for investors, and the concerns they have about valuations and market concentration as they look ahead to 2024.
- The winners and losers of 2024 and the front-page stories you may have forgotten about – the Crowdstrike outage and Yen Carry Trade. 
(19:05) James Zahn, Editor in Chief at The Toy Book, talks through the toys at the top of wish lists this holiday season and how toymakers and retailers are trying bring value to cash-strapped shoppers
- James Zahn’s now-published article on Moxie: https://toybook.com/death-of-moxie-and-the-trouble-with-tech-toys/ 
(34:35) Bill and Matt break down two ideas on their radar: Nebius and Cambria Foreign Shareholder Yield

Stocks discussed: NVDA, NBIS, FYLD
Host: Dylan Lewis
Guests: Tim Beyers, Mary Long, Ryan Henderson
Engineers: Tim Sparks, Dan Boyd

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The Year of Concentration, Crypto, China

It’s been a banner year for banks. Even the worst performer among the big players is still up 40% year-to-date. 

Motley Fool contributor Matt Frankel joins Ricky Mulvey for a look back at some of the biggest headlines in the financial sector from the past year. They also discuss:

- Green shoots for the 2025 IPO market.
- Alex Chriss’s first full year at PayPal.
- Two promising payments processors.

Companies discussed: GS, BAC, MS, JPM, PYPL, BOC, FOUR, TOST, SQ, SOFI

Host: Ricky Mulvey
Guests: Matt Frankel
Producer: Mary Long
Engineers: Rick Engdahl
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2024 in Review: Financials

Axon is on a mission to protect life. As the company works to make the bullet obsolete, the stock has soared, up nearly 160% in the past year alone and returning over 100x since going public in 2001. 
Josh Isner is the President of Axon Enterprise and has been with the company for over 15 years. He joins Fool Analyst Jason Moser to discuss: 
- Why Axon is like the Apple of law enforcement.
- How immersive technology improves police training and retention.
- The role of drones and humanoids in public safety. 

Companies discussed: AXON, MSI
Host: Jason Moser
Guests: Matt Frankel
Producer: Mary Long
Engineers: Rick Engdahl
Learn more about your ad choices. Visit megaphone.fm/adchoices

Axon President on AI, AR, and Drones as First Responders

Amazon, Alphabet, Microsoft, and Meta are all spending a ton of money to build out cloud capabilities to fuel the next phase of AI growth. But the market isn’t sold on that spend yet.

(00:21) Ron Gross and Matt Argersinger discuss:

- Why recent job numbers dramatically boosted the likelihood of a rate cut in 2024.
- Intel’s dividend cut, and what history has to say about companies that stop payments to shareholders.
- Why Apple and Meta are holding up well during a tough earnings season for big tech.
- Amazon, Microsoft, and Alphabet’s combined $45B in capital expenditures this quarter, and how investors should be thinking about this investment phase in AI.

(31:41) Ron and Matt break down two stocks on their radar: Designer Brands and MercadoLibre.

Stocks discussed: INTC, AAPL, META, AMZN, MSFT, GOOG, GOOGL, DBI, MELI

Host: Dylan Lewis
Guests: Ron Gross, Matt Argersinger
Engineers: Dan Boyd
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Big Tech Bets on “Overinvesting”

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