Rule Breaker Investing

Welcome back to our quarterly Market Cap Game Show! This week, two past champions, Matt Argersinger and Yasser El-Shimy, face off in a battle of wits and estimates, each vying for the coveted seat in our 2025 “March Market Cap Madness” World Championships. With 10 stocks on the line and two throwdown rounds, who will come out on top? And how will you fare against our contestants? Whether it’s semiconductors, space exploration, or the future of sound systems, we’ve got an exciting lineup of companies for you to test your market cap knowledge. Can you outscore both guests?!   Companies Discussed: NBIX, RKLB, AMD, SHOP, SYNA, MSFT, LOW, SONO, HEI, KFRC   Host: David Gardner Guests: Matt Argersinger, Yasser El-Shimy Producer: Desirée Jones

Rand Stagen, Managing Director of Stagen Leadership Academy, is an expert on long-term leadership. In this discussion, he emphasizes the value of patience and commitment in both investing and leadership. Rand explores conscious capitalism, comparing emotional intelligence in leadership to nurturing an oak tree from an acorn. They also debate the future of work in light of AI and the potential shift away from traditional retirement. Overall, Rand highlights the importance of building impactful relationships and a purpose-driven approach to life.

Join a captivating exploration of past investment writings, reflecting on market volatility and the lessons from 2007-8. Discover the intriguing concept of 'Big Dumb Money' and how institutional shifts can create opportunities for individual investors. The importance of diverse frameworks in navigating market dynamics is emphasized, alongside a historical perspective on stock performance. Fresh insights on aligning personal values with investment strategies are also shared, offering guidance for today's market challenges.

Light mailbag as we pre-recorded early in the month. But always a few things to talk about. Small things come in good packages! Happy Labor Day Weekend to all USA Fools. Host: David Gardner Producer: Desirée Jones

C. Thi Nguyen, a philosopher focused on the implications of games in our lives, joins the discussion to uncover why games are vital to human experience. He delves into the significance of intrinsic vs. extrinsic motivations in play, contrasting striving play with achievement play. Nguyen offers a nuanced look at the melting pot of genuine games versus gamification, highlighting how this shapes our understanding of agency. The conversation also touches on the nostalgic revival of arcade games and critiques traditional versus modern tabletop role-playing games.

This week on Rule Breaker Investing, David welcomes neuroscientist and bestselling author David Eagleman for a mind-expanding conversation about his book Sum: Forty Tales from the Afterlives. As part of the ongoing Authors in August series, David dives into Eagleman’s fascinating exploration of life, death, and the possibilities beyond. What can a neuroscientist’s perspective on creativity and storytelling teach us about how we live our lives today? Plus, a speculative look at the future of AI, the neuroscience of rule-breaking, and what it means to leave a lasting legacy. And… does this episode feature our best-ever game of Buy, Sell, or Hold?   Companies Discussed: AMZN Producer: Desirée Jones

Continuing our 7th annual Authors in August series, David welcomes John Mackey, co-founder of Whole Foods Market, for a deep dive into his 2024 book, The Whole Story. Reflecting on the journey from Safer Way to Whole Foods to Amazon.com to Love.Life, John shares how passion, purpose, and unexpected surprises shaped a company that’s transformed the way America eats. With a nod to their 2020 conversation on Conscious Leadership, this episode explores the intersection of purpose and profit, and the enduring joy of playing the game of life—and business.   Companies Discussed: AMZN, CMG, SBUX, WMT Producer: Desirée Jones

Dive into a whimsical journey where poetry meets investing! Original poems explore market movements and financial freedom, offering unique insights into investment strategies. Discover the importance of mentorship through personal stories and poetic reflections. The value of patience and resilience shines as classic literature inspires a long-term mindset. With a surprise musical tribute and audience contributions, this engaging exploration celebrates the art of investing and community spirit.

This discussion dives into the power of asking beautiful questions that inspire transformative insights. It emphasizes the importance of respectful dialogue in contributing to meaningful public conversations. The conversation also tackles navigating market volatility and the significance of long-term investment strategies. Additionally, the speakers explore beliefs and mindsets in investing, highlighting how a positive perspective can drive personal success. Engaging listener reflections make this journey even more compelling.

With August imminent, David reminds listeners of the three authors we’re hosting next month and gives one great quote from each of their books as a teaser. But this 19th episode of Great Quotes then starts in earnest with five powerful quotes from past featured August authors Seth Godin, Priya Parker, Amor Towles, Shirzad Chamine, and Warren Berger — with many other books and quotes peppered in. How does the wisdom from each of these brilliant thinkers break the rules, and what do they teach us about investing, business, and life? Companies Discussed: AMZN, GOOG, NVDA, SBUX Host: David Gardner Producer: Desirée Jones