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Matt Frankel

Host of Motley Fool Money and longtime analyst. He discusses earnings and market trends.

Top 10 podcasts with Matt Frankel

Ranked by the Snipd community
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32 snips
Dec 14, 2024 • 23min

2024 in Review: Financials

Matt Frankel, a financial analysis expert from Motley Fool, discusses the thriving performance of major banks amid a resilient consumer backdrop. He highlights the impressive revenue growth seen by institutions like Goldman Sachs and Bank of America, driven by favorable economic conditions. Frankel also dives into PayPal's strategic shifts under CEO Alex Chriss, the promising rise of payment processors Shift4 and Toast, and glimpses into the 2025 IPO market. Key financial stories from 2024 showcase Block's changes and SoFi's stock success.
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19 snips
Jul 10, 2025 • 22min

Taiwan Semi’s $100 billion plan and housing is hot!

Matt Frankel, a Motley Fool analyst specializing in real estate and finance, dives into exciting news from Taiwan Semiconductor, which recently reported a stunning 39% revenue growth driven by AI demand. He also discusses how lower mortgage rates are reinvigorating the housing market, boosting sales and refinancing. Notably, TopBuild's expansion into roofing and Ferrero's acquisition of WK Kellogg highlight significant movements in the market. Frankel brings keen insights into the dynamic landscape of tech and real estate.
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15 snips
Jul 18, 2025 • 42min

Netflix Continues to Dominate

Jason Hall and Matt Frankel, investment analysts at The Motley Fool, dive into Netflix's impressive earnings, revealing their shift towards profitability amid increasing production costs. They tackle predicted interest rates and new cryptocurrency regulations, emphasizing the importance of oversight. The duo also discusses banking trends, highlighting Citigroup's unexpected turnaround and the outlook for major banks. To wrap up, they share personal insights on teaching children about investing, focusing on the importance of using index funds.
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14 snips
Jan 16, 2025 • 32min

Big Bank Energy

Matt Frankel, an investment analyst specializing in banking, joins Kirsten Guerra, an expert in data storage technology, for a deep dive into the banking sector's stellar earnings. They explore why banks may be overvalued compared to 2023 figures, the dynamics between JP Morgan’s consumer and investment banking, and the growing allure of private credit markets. Kirsten then brings attention to Pure Storage, highlighting its innovative tech and partnerships that set it apart in the crowded cloud landscape.
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13 snips
Jul 11, 2025 • 42min

AI, Superman, and Solar’s Kryptonite

Investment analysts Jason Hall and Matt Frankel explore the latest trends in AI stocks, particularly in the data center sector with CoreWeave. They analyze the winners and losers in the energy and solar landscape, influenced by new legislation. Joining them, Dave Schaeffer, CEO of Cogent Communications, shares insights on working with giants like Netflix. The conversation dives into streaming wars, intellectual property rankings among major studios, and how market demands shape investment strategies in tech and renewable energy.
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11 snips
Jun 17, 2025 • 21min

Opportunities in Housing and a Solar Scare

Join investment analysts Jason Hall and Matt Frankel as they delve into the recent struggles of solar stocks amid dwindling federal incentives. They also dissect Lennar's earnings while exploring the housing market's dual nature as an asset and a necessity. Tune in for their top three homebuilder picks, including Green Brick Partners and DreamFinders Homes, and get insights on how current market conditions could impact future investments.
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11 snips
Jun 10, 2025 • 19min

Apple, SPACs and Stocks We Bought

Matt Frankel, a Motley Fool analyst, joins the discussion on Apple's recent Worldwide Developers Conference. They delve into the company's struggles with AI innovation and how it might be falling behind competitors. The conversation shifts to Opendoor, evaluating its challenges in the current real estate market and its business model's sustainability. Additionally, they highlight AMD's growth potential, leadership, and competitive positioning against NVIDIA and explore strategies of resilient market leaders like Waste Management.
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9 snips
Jun 24, 2025 • 18min

Breaking Up is Hard to Do: It's Not Me, It's You

Matt Frankel, a Motley Fool analyst known for his keen insights on financial stocks, joins Jason Moser to discuss a series of intriguing topics. They unravel the surprising split between Novo Nordisk and Hims & Hers, exploring the ethical complexities in the pharmaceutical industry. The duo also dives into the exciting entrance of Waymo and Uber into the Atlanta market. Additionally, they scrutinize the potential impact of tax deductions on auto purchases for consumers and businesses, while Frankel reveals a financial stock that merits attention.
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6 snips
Nov 6, 2023 • 37min

What Will Make Buffett Spend?

In this engaging discussion, financial analysts Matt Frankel and Mary Long delve into Berkshire Hathaway's staggering $157 billion cash reserve and what it takes for Warren Buffett to invest again. They dissect potential impacts of ongoing lawsuits on Berkshire's real estate prospects and highlight the booming insurance sector. Additionally, Mary sheds light on the significant cybersecurity opportunities for Palo Alto Networks as it navigates modern threats, emphasizing innovation and trust in a rapidly evolving landscape.
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Feb 21, 2024 • 33min

Is PayPal the Next Meta?

In this engaging discussion, analysts Matt Frankel and David Meier delve into the contrasting trajectories of PayPal and Meta. Matt highlights Meta's impressive turnaround in advertising revenue and questions if PayPal can replicate this success. David sheds light on Palo Alto Networks' revenue growth, despite its lowered outlook, and explores emerging challenges in cybersecurity, including the complexities of AI security. The conversation paints a vivid picture of the competitive landscapes shaping both finance and tech.

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