Motley Fool Money

Actors are headed back to work as streamers seek to monetize viewers. (00:20) Bill Barker and Deidre Woollard discuss: - The long-term impact of Hollywood’s strikes. - Linear television’s fading ad value. - The value of sports entertainment. (17:09) : Tim White and Tim Beyers sit down with Iinformatica Chief Product Officer, Jitesh Ghai to discuss the future of data management.Claim your Stock Advisor discount here:  www.fool.com/mfmdiscount Companies discussed: DIS, WBD, NYT, NFLX, SNAP, PINS, INFAHost: Deidre Woollard Guests: Jitesh Ghai, Tim White, Tim Beyers, Bill Barker Producers: Ricky Mulvey, Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

To stop some bad behavior, sometimes you have to stop letting people do other stuff too. (00:14) Bill Mann and Dylan Lewis discuss: South Korea banning borrowing shares to address issues with illegal naked short selling. Robinhood “normalizing” and becoming a little Buffett-like with its interest income. The big reaction to restaurant tech company Toast’s slight guidance adjustment, and what it bodes for growth stocks. (16:26) Mary Long caught up with Adecco Staffing's Senior Vice President Amy Glaser for a look at holiday hiring trends and rising part-time work. Check out our Stock Advisor Dividend Report at: www.fool.com/dividends  Companies discussed: HOOD, TOST Host: Dylan Lewis Guests: Bill Mann, Mary Long, Amy Glaser Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

The fond expectancy of venture capital has turned into the hard facts of private equity.  (00:21) Ricky Mulvey and Bill Mann discuss: -Uber's focus on adjusted earnings. -WeWork filing Chapter 11 bankruptcy, and the knock on effects. -Economic takeaways from Bill's trip to Africa. Plus, (13:51) Robert Brokamp and Alison Southwick check in on how Americans are saving. Companies discussed: UBER, WE Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Mann, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

With Treasury yields high, what will it take to get Berkshire Hathaway off the sidelines and back into the market? (00:21) Matt Frankel and Deidre Woollard discuss: - Berkshire Hathaway’s massive pile of cash. - If the NAR lawsuit damages Berkshire’s real estate prospects. - Why it has been a good year for insurance. (21:42) Mary Long and David Meier explore the big cybersecurity opportunity facing Palo Alto Networks. Claim your dividend report here: www.fool.com/dividends Companies discussed: BAM, BRK.A, BRK.B, PANW, Z, ZG, RDFN Host: Deidre Woollard Guests: Matt Frankel, Mary Long, David Meier Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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 Learn more about your ad choices. Visit megaphone.fm/adchoices

Trends come, trends go. So, how can investors spot the difference between another passing fad and something with real, sustainable value?  Patrick Badolato is an Associate Professor of Instruction at the University of Texas at Austin McCombs School of Business. Ricky Mulvey caught up with Badolato for an “investing classroom” session. They discuss: Different drivers of business value What growth rates ignore And the thing that Sweetgreen misses about automation Tickers discussed: PTON, TGT, DXCM, HSY, NVDA, CHGG, COST, SG, RENT Link to Fool Message Boards + Classroom Podcast Discussions Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineers: Dan Boyd, Annie Pope Learn more about your ad choices. Visit megaphone.fm/adchoices

We’re seeing some big reactions to earnings results in tech and have a few reasons to think some beaten up names might be finding their footing. (00:19) Ron Gross and Matt Argersinger discuss: Why interest rate and unemployment news helped stocksthis week. Starbucks’ triple-shot growth plan, Apple’s flat growth, and why Shopify is firing on all cylinders. Huge earnings reactions from DoorDash and Roku, and Match’s struggle to hold onto singles.  (18:50) Marc Robinson breaks down the negotiations between the United Auto Workers and automakers Ford, Stellantis, and General Motors. (34:16) Ron and Matt break down two stocks on their radar: WK Kellogg and Quest Diagnostics. Stocks discussed: SBUX, AAPL, SHOP, MTCH, DASH, ROKU, KLG, DGX Host: Dylan Lewis Guests: Ron Gross, Matt Argersinger, Marc Robinson Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

PayPal’s new CEO debuted with some heat.  (00:21) Ricky Mulvey and Jason Moser discuss: - Alex Chriss’s first earnings call as CEO of PayPal. - Renewed focus for the payments company. - Airbnb’s quarter and questions for its international growth. - Investors going through an “airline stocks phase.” Plus, (14:10) Mary Long and Tim Beyers take a look at restaurant tech company, Toast. Stock Advisor discount link: www.fool.com/mfmdiscount Companies discussed: PYPL, ABNB, TOST, ORCL Hosts: Ricky Mulvey, Mary Long Guests: Jason Moser, Tim Beyers Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Housing is expensive, rates are high, but the cut going to agents might be going down.  (00:21) Asit Sharma and Dylan Lewis discuss: - The $1.8B decision hitting The National Association of Realtors and real estate brokerages. - Why real estate might be an industry at a crossroads, and whether it means opportunity or challenges for companies like Redfin. - Three lessons from WeWork’s bankruptcy.  (16:13) Motley Fool Money’s Deidre Woollard caught up with Jean-Manuel Izaret to talk about his book "Game Changer” and the strategies companies use when they set prices. Companies discussed: RDFN, UBER, AAPL, SBUX Host: Dylan Lewis Guests: Asit Sharma, Deidre Woollard, Jean-Manuel Izaret Engineers: Dan Boyd, RIck Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices

*Specifically, we like share cannibals. Motley Fool Money proudly stands against human cannibalism.  (0:21) Ricky Mulvey and Jim Gillies discuss: - Economic takeaways from a trip to Las Vegas. - Share buybacks gone wrong. - An airplane leasing company that may be taking itself private. Plus, (17:30) Alison Southwick and Robert Brokamp celebrate Halloween and discuss some financial horror stories. Companies discussed: AAPL, EBAY, SNBR, AER Link to “Financial Horror Stories Vol. 2, Scary Scams”: https://www.fool.com/podcasts/rule-breaker-investing/2023-10-18-financial-horror-stories-vol-2/ Link to Motley Fool message boards: https://community.fool.com/ Hosts: Ricky Mulvey, Alison Southwick Guests: Jim Gillies, Robert Brokamp Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Labor costs are just one concern facing restaurants. (00:21) Jason Moser and Deidre Woollard discuss: - Restaurant trends and consumer behavior. - The impact of rising labor costs on restaurants. - How delivery has changed the fast food landscape. (21:14) Asit Sharma joins Ricky Mulvey to look at a couple of Halloween stocks... one tasty and one a little bloody. Claim your five dividend stock recommendations: www.fool.com/dividends Companies discussed: MCD, CMG, DASH, UBER, DPZ, HSY, TMDX Host: Deidre Woollard Guests: Asit Sharma, Jason Moser, Ricky Mulvey Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

How do you build a restaurant chain with lines out the door?  Dylan Lewis caught up with Ron Shaich, the former CEO of Panera and Au Bon Pain, the current Chairman of Cava, and author of the upcoming book Know What Matters: Lessons from a Lifetime of Transformation. At a live Motley Fool member event in New York, they discuss: Past, present, and future cravings of the American eater Fighting against the “pervasive short-termism in our capital markets. And the future of automation in food Ticker discussed: CAVA Host: Dylan Lewis Guest: Ron Shaich Producer: Mac Greer, Mary Long Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Michael Lewis knows how to tell a story. He’s given color to the characters behind baseball and the finance industry. Now, he paints a portrait of Sam-Bankman Fried, the infamous face of crypto who went from billionaire to bankrupt overnight. Motley Fool CEO and co-founder, Tom Gardner, caught up with Lewis at a Motley Fool member event in New York. They discuss: The downfall of crypto exchange FTX and potential outcomes for Bankman-Fried’s ongoing criminal trial The hold that FOMO has over Silicon Valley Why organizations can’t thrive without “keen emotional intelligence” Host: Tom Gardner Guest: Michael Lewis Producers: Mac Greer, Mary Long Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Big tech is still benefiting from the push into the cloud, but digital advertising might be slowing down a bit. Earnings from the credit card companies help explain why.  (00:21) Emily Flippen and Jason Moser discuss: - Big tech earnings – trends in cloud spend for Amazon, Microsoft, and Alphabet, and what ad market softness might mean for Meta. - Visa and Mastercard earnings, and why consumer spend might lighten up a bit in Q4. - Spotify’s fantastic past twelve months and what investors should think now. (19:11) Motley Fool co-Founder and CEO Tom Gardner caught up with Michael Lewis at ONE: NYC about FTX, SBF, and the investing dynamics of Silicon Valley. (30:37) Jason and Emily break down two stocks on their radar: Masimo and Okta. Stocks discussed: AMZN, META, GOOG, GOOGL, MSFT, V, MA, SPOT, OKTA, MASI Host: Dylan Lewis Guests: Jason Moser, Emily Flippen, Tom Gardner, Michael Lewis Engineers: Tim Sparks, Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

(00:21) Asit Sharma and Deidre Woollard discuss: - Why this quarter has been so good for ad revenue and if that might change. - How Meta’s spending on virtual reality could pay off. - If Apple or Meta will triumph in the great headset race. (21:40) Tim Beyers talks with author and New York University professor Melissa Schilling about traits shared by the world’s greatest innovators. Claim your Stock Advisor discount here: www.fool.com/mfmdiscount Companies discussed: META, AAPL, NVDA, SNOW, TSLA, AMZN Host: Deidre Woollard Guests: Asit Sharma, Melissa Schilling, Tim Beyers Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Alphabet shed $100 billion in market value as it ceded some ground in the cloud competition.  (00:21) Ricky Mulvey and Nick Sciple discuss: - Microsoft’s quarter and focus on Copilot. - If Bing can become more of a competitor to Google search. - Alphabet’s investments in self-driving technology. - The anti-trust suit hanging over Alphabet. Plus, (14:58) Deidre Woollard interviews Vincent Stanley, Patagonia’s Director of Philosophy, about companies that are doing work to help the planet. Companies discussed: MSFT, GOOG, GOOGL, WMT, UL, DANOY, SSU Hosts: Ricky Mulvey, Deidre Woollard Guests: Nick Sciple, Vincent Stanley Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Being a CEO is probably a pretty sweet gig. So why are so many leaving their posts?  (00:21) Ricky Mulvey and Bill Barker discuss: - General Motors quarter and the latest in its dispute with United Auto Workers. - A slowdown in electric vehicle production. - Coca Cola’s business and stock performance. - Why a record number of CEOs have left their seats this year. Plus, (13:53) Robert Brokamp and Alison Southwick discuss the pillars of retirement planning. Companies discussed: GM, TSLA, KO Stock Advisor Discount Link: www.fool.com/MFMDiscount Hosts: Ricky Mulvey, Alison Southwick Guests: Bill Barker, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

We took Motley Fool Money on the road to our ONE member event in NYC, and we’ve got a special episode of analyst insights and listener questions.   (00:21) Asit Sharma and Andy Cross discuss: - The Nasdaq building in NYC, and how the company and exchange have fared in 2023. - Some sneak peeks at the sessions for our member event - One Fool stock that isn’t getting enough attention, and another that has surprised the investing team.  (14:08) We take questions from our ONE members in NYC – Andy and Asit weigh in on PayPal, how high rates impact investing decisions, and some companies that have done succession well recently. Companies discussed: NDAQ, ASML, META, PYPL, COST Host: Dylan Lewis Guests: Asit Sharma, Andy Cross Engineers: Rick Engdahl, Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

When you have about $150 billion in cash on hand, you’re never out of position for making a decision. Shane Parrish is the founder of Farnam Street, the host of “The Knowledge Project” podcast, and the author of “Clear Thinking: Turning Ordinary Moments Into Extraordinary Results.” Mary Long caught up with Parrish to discuss: - Decision making lessons from Warren Buffett, Charlie Munger, and Daniel Kahneman. - How to create rules to become a more disciplined investor. - Tips for writing an investment thesis. Tickers discussed: BRK.A, BRK.B Host: Mary Long Guest: Shane Parrish Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Motley Fool CEO and co-founder Tom Gardner answers member questions in an excerpt from Stock Advisor Roundtable, our premium podcast offering. Tom talks about: His top starter stock picks and how Fool recommendations are made 5 CEO’s he’d trust to run The Motley Fool And what he’s learned from past investing wins (and misses) Stock Advisor members can listen to the full conversation here.  Tickers discussed: AXON, SPY, ABNB, TTD, TSLA, AMZN, DFH, TMDX, LUV, TREX, SHOP, ANET, CRM Host: Brian Stoffel Guest: Tom Gardner Producer: Mac Greer, Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices