Motley Fool Money

The coffee chain drops some bad news early, while General Motors takes a victory lap. (00:21) Kirsten Guerra and Mary Long discuss: - Starbucks’ bitter earnings - Brian Niccols’ barista-focused turnaround plan - Surprising beats from an old automaker Then, (15:52) Tim Beyers and Mary Long discuss Instacart’s “Caper Cart” technology and advertising business. Visit our sponsor at www.landroverusa.com Companies discussed: SBUX, GM, CART Host: Mary Long Guests: Kirsten Guerra, Tim Beyers Producer: Ricky Mulvey Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The answer is probably no, and that’s impacting telecom companies. (00:21) Ricky Mulvey and Tim Beyers discuss: - What a longer hardware upgrade cycle means for Verizon. - If this delay could impact the PC market, and electronics retailer Best Buy. - Major League Soccer’s record regular season. - YouTube’s advantages for streaming sports. Then, (17:06) Alison Southwick and Robert Brokamp continue their conversation about the history of Berkshire Hathaway with Motley Fool Senior Analyst Buck Hartzell. Companies discussed: VZ, AAPL, BBY, GOOG, GOOGL, BRK.A, BRK.B Host: Ricky Mulvey Guests: Tim Beyers, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Desireé Jones, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

When one of the big names on the market is calling for a collapse, what’s the average investor to do? Create a peace of mind hedge.    (00:22) Jason Moser and Dylan Lewis discuss: - Nassim Taleb’s recent calls for a market drop and why he’s focused on the U.S. dollar, domestic debt, and S&P 500 concentration.  - What investors can learn from someone focused on tail-risk hedging. - The peace of mind hedges investors can put in place for their own portfolios  (19:35) Asit Sharma and Mary Long discuss Sonos’s ongoing recovery after rushing to release an app before it was ready for prime time.  Visit our sponsor at www.landroverusa.com Companies discussed: AAPL, MSFT, NVDA, SONO Host: Dylan Lewis Guests: Jason Moser, Mary Long, Asit Sharma Producer: Mary Long Engineers: RIck Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

When a retailer falls, it falls quickly.  Lauren Sherman and Chantal Fernandez are co-authors of “Selling Sexy: Victoria’s Secret and the Unraveling of an American Icon.” - What Les Wexner understood about American consumers. - The new competition for Victoria’s Secret. - Lessons for retailers from Abercrombie & Fitch. Companies discussed: VSCO, ANF Host: Mary Long Guests: Lauren Sherman, Chantal Fernandez Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Nobody wants to miss out on the next big thing. But “the next big thing” may, in fact, be nothing more than a dud. How can investors find the happy medium FOMO and foresight?  Senior Fool Analyst Asit Sharma joins Ricky Mulvey for a conversation on the different reasons why investors buy stocks. They also discuss: What we can learn from King Charles’ portfolio.  The math of winners vs. losers. How to think about expected value. Tickers mentioned: SFT, PLTR, BTC, CRSP, RKLB, USHY Host: Ricky Mulvey Guest: Asit Sharma Producer: Mary Long Engineer: Tim Sparks, Austin Morgan Learn more about your ad choices. Visit megaphone.fm/adchoices

Chipmakers are seeing “extremely robust” AI-demand for chips, so why are industry suppliers like ASML missing the mark?  (00:42) Jason Moser and Matt Argersinger discuss: - The totally different outlooks for chipmaker Taiwan semi and equipment provider ASML and what it says about demand in the semiconductor market. - Netflix’s ad-supported offering, and why live sports might keep pushing the company to new all-time highs.  - Uber eying Expedia and air travel, and Amazon reaffirming it wants employees back in the office. (19:03) What does CEO tenure have to do with shareholder returns? Bob Stark heads up the succession practice for Spencer Stuart – a leadership consulting firm – he’s also the author of The Life Cycle of a CEO. He and his team looked at performance of all chief executives at S&P 500 companies this century – and noticed some trends in company performance.  (33:03) Jason and Matt break down two stocks on their radar: SEMRush and JP Morgan. Visit our sponsor at www.landroverusa.com Stocks dis

…again. Amazon is the latest hyperscaler to team up with an energy company to power its AI ambitions. (00:21) Asit Sharma and Mary Long discuss the collaborations laying the groundwork for the coming “Intelligence Age.” Then (18:38), Sanmeet Deo and Ricky Mulvey debrief Tesla’s “We, Robot” event and take a look at the humanoid landscape. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: AMZN, D, MSFT, GOOG, GOOGL, CEG, EQT, SMR, TSLA Host: Mary Long Guests: Asit Sharma, Sanmeet Deo, Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Early is not always better. (00:21) Jason Moser and Mary Long discuss the semiconductor supply chain, ASML earnings, and what’s ailing the pharmacy industry. Then, (16:40) Motley Fool contributor Brian Orelli joins for a look at how the genetic testing company 23andme went from a $6 billion valuation to a penny stock in a mere three years … and where the company (and its data) might go from here. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com Companies discussed: ASML, WBA, CVS, ME, GSK Host: Mary Long Guests: Jason Moser, Brian Orelli Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

When you are the custodian of almost $10 trillion, how much more can you possibly grow? Motley Fool Contributor Matt Frankel joins Ricky Mulvey for a look at bank earnings. They discuss: - Why Charles Schwab is welcoming a rate cutting cycle. - Goldman Sachs’s biggest red flag. - Bank of America CEO Brian Moynihan’s outlook on the American economy. Then, (14:29) Motley Fool Senior Analyst, Buck Hartzell joins Alison Southwick and Robert Brokamp to kick-off a series on Berkshire Hathaway, and how the conglomerate’s collection of businesses work together. Vote for Motley Fool Money in the 2024 Signal Awards for Best Money and Finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: SCHW, GS, BAC, BRK.A, BRK.B Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp, Buck Hartzell Producer: Mary Long Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Even knowing the headlines, could you predict which way stocks and treasuries would move?   (00:21) Bill Mann and Dylan Lewis discuss: - SpaceX successfully recovering rocket boosters in its flight this weekend, the company’s engineering prowess, and $200B valuation. - Officials in China signaling more stimulus is on the way, but why investors really shouldn’t get too excited. - A game designed to show just how hard the market makes it to peer into a crystal ball, and a surprising stat about the daily returns during a great decade for investors.  (17:04) Motley Fool contributor, Rick Munarriz joins Ricky Mulvey for a look at the cruise industry and one long-term tailwind for its sails. You can play Elm Wealth's Crystal Ball trading game here: https://elmwealth.com/crystal-ball-challenge/ Vote Motley Fool Money as the top Money and Finance Podcast of 2024. https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com Companies d

With great swings, come great wins and great losses. Few companies know that better than SoftBank, the Japanese holding company made famous for its investments in Alibaba, Arm Holdings, WeWork, and other tech names that have dominated headlines from the past decade-plus.  Alok Sama is the former President and CFO of SoftBank and the author of the new book “The Money Trap: Lost Illusions Inside the Tech Bubble.” Ricky Mulvey caught up with Sama to discuss: OpenAI’s latest fundraising round. “Happiness for everyone” as an investment philosophy. The illusion – and reality – of power. Help Motley Fool Money win Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance   Companies discussed: MSFT, NVDA, META, ME, ARM, BABA, OTC: SFTBY  Host: Ricky Mulvey Guest: Alok Sama Producer: Mary Long Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors get their first glimpse at Tesla’s robotaxi ambitions and how regulators might be looking to break up search giant Google.  (00:42) Jason Moser and Andy Cross discuss: - Why Jamie Dimon is trying to get investors past the rate story in banking. - Tesla’s splashy We, Robot product event, and how the company’s new Cybercab offering might fit into the company’s long-term strategy.  - Earnings updates from Delta, Pepsi, and Domino’s. (19:03) The DOJ’s taking a much closer look at Alphabet’s Google and its online search empire. Andy and Jason talk through what a Google break-up would mean, and why it’s a bit weird to be talking about Google the monopoly as its power seems to be waning. (32:06) Jason and Andy field a question from a listener on following earnings and offer up two stocks on their radar: Netflix and Meta. Visit our sponsor at www.landroverusa.com Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.   Stocks discussed: JPM, WFC, TSLA, DAL, PEP, DPZ,

More is not always better. (00:21) Jason Moser and Ricky Mulvey discuss: - Why the Department of Justice may breakup Alphabet. - If the search giant is a cheap stock. - Quarterly results from Domino’s and its new mac and cheese offering. Then (15:25) Motley Fool contributor Lou Whiteman joins Ricky Mulvey to discuss RocketLab, the space industry, and the difficulty of valuing speculative companies. Visit our sponsor: Get $1,000 off Vanta at www.vanta.com/fool Jason’s mac and cheese recipe: https://docs.google.com/document/d/14iq3L1m8W1iBmXSkAIyIylDrtbnvoEcg3N5KfRwR0jA/edit?usp=sharing Vote for Motley Fool Money in the 2024 Signal Awards for best money and finance podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: GOOG, GOOGL, DPZ, YUM, RKLB, ASTS, LUNR Host: Ricky Mulvey Guests: Jason Moser, Lou Whiteman Producer: Dylan Lewis Engineers: Rick Engdahl, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

For investors who are after steady, mature companies, beverage companies might be a good place to start. But not all of them bring the same returns to the table. (00:21) Jason Hall and Mary Long discuss: Recent earnings from PepsiCo Various forms of “flation” WeightWatchers’ foray into the GLP-1 market Then, (15:04) Adam Comora and Jon Maurer, co-CEOs of OPAL Fuels, join Mary to talk about the push for renewable natural gas within the trucking industry. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Learn more about the Range Rover Sport at www.landroverusa.com Companies mentioned: PEP, KO, SBUX, WW, LLY, OPAL Host: Mary Long Guests: Jason Hall, Adam Comora, Jonathan Maurer Producer: Ricky Mulvey Engineers: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Analysts at Jeffries estimate that Hurricane Milton will do $50-to-$175 billion in damage. (00:21) Matt Frankel and Ricky Mulvey discuss: - How insurers prepare for catastrophic losses. - What extreme weather events mean for homeowners, car owners, and the commercial real estate market. - Why Alex Chriss gets an A for his first year leading PayPal. Then, (14:27) Robert Brokamp joins Alison Southwick to answer listener questions about saving for college, finding a financial advisor, and estate planning. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: BRK.A, BRK.B, SPG, UVE, PYPL Host: Ricky Mulvey Guests: Matt Frankel, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Some economic measures are indicators for investors, others are red herrings. We unpack why gross domestic product is a sign of economic growth, but not always shareholder returns.   (00:12) Buck Hartzell and Dylan Lewis discuss: - What’s behind the sudden interest in China’s Shanghai Composite and its 20% run in September. - Research showing that high GDP growth doesn’t always turn into strong market returns for investors outside the U.S. - What to look for internationally, and why DLocal is a great small cap to study. (20:52) Can you find friends on a dating app? Platonic friends, that is. Mary Long caught up with Motley Fool Senior Analyst Alicia Alfiere for a look at Bumble, a dating app company that recently changed a foundational feature and is looking for growth in the friendship market.  Vote here to help Motley Fool Money take home Signal’s Best Money & Finance Show for 2024.   Companies discussed: BABA, TCEHY, MELI, DLO, BMBL, MTCH Host: Dylan Lewis Guests: Buck Hartzell, Mary Long, Alicia Alfiere

David Henkes is a Senior Principal for Technomic and a global food and beverage trendwatcher. Henkes joined Ricky Mulvey for a conversation about: - How McDonald’s kicked off the value wars. - Why the price of fast food convergerged with some sit-down meals. - The publicly traded restaurants where customers are flocking. Companies discussed: MCD, EAT, BLMN, TXRH, DRI Host: Ricky Mulvey Guest: David Henkes Producer: Mary Long Engineer: Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

In the third quarter, real estate was one of the best-performing sectors in the stock market, second only to utilities. A year ago, few investors would have seen that coming.  Matt Argersinger is an advisor at The Motley Fool and heads up our Dividend Investor service. Mary Long caught up with him to discuss: The revival of commercial real estate A company that proves the importance of “location, location, location” What’s needed to address the US housing supply shortage. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: SPG, KIM, MAA, CPT Host: Mary Long Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Tim Sparks, Desireé Jones Learn more about your ad choices. Visit megaphone.fm/adchoices

Cerebras is approaching chipmaking differently, can it carve out a space for itself in an industry of titans?   (00:45) Asit Sharma and Jason Moser discuss: The dock workers strike, its daily cost, and the industries it could impact most. Upcoming AI chip IPO Cerebras, and how the company is approaching high-performance chips differently than the competition.  Fresh earnings from: Nike, Paychex, and McCormick. (19:04) October 2024 marks 20 years of Rule Breakers at The Motley Fool. To celebrate, we’re airing a portion of a conversation with David and former Rule Breakers analyst Matt Argersinger from our premium Epic Opportunities podcast. David fielded questions from our investing team about his own investing process, reflected on his 6 traits of a Rule Breaker and the companies that the framework led him to follow.  (35:56) Jason and Asit break down two stocks on their radar: Pepsico and Joby Aviation. Stocks discussed: NKE, PAYX, MCK, PEP, JOBY Motley Fool Epic members can access the full conversa

OpenAI is projected to lose $5 billion this year. And, yet: it just keeps raising money. (00:21) Jim Gillies and Mary Long discuss: OpenAI’s $157 billion valuation The port strike’s potentially positive impact on two auto parts makers Changing tastes in the beverage market (16:33) Asit Shama and Ricky Mulvey test out a new rating system on Costco stock. Vote for Motley Fool Money as Signal’s Best Money and Finance Podcast: https://vote.signalaward.com/PublicVoting#/2024/shows/general/money-finance Companies discussed: ALV, GTX, STZ, COST, BJ, WMT Host: Mary Long Guests: Jim Gillies, Asit Sharma, Ricky Mulvey Engineer: Rick Engdahl, Desiree Jones Learn more about your ad choices. Visit megaphone.fm/adchoices