Harley Finkelstein, President of Shopify, shares insights on the company’s ambitions as a ‘100-year company.’ He discusses the implications of changing de minimis rules for merchants and the critical importance of logistics and authentic relationships in e-commerce. Finkelstein highlights Shopify's significant quarterly performance, including surpassing $1 trillion in gross merchandise volume, and the strategic shift towards larger global brands. The conversation emphasizes the need for policies that support small businesses in navigating trade challenges.

David Meier, a Motley Fool analyst, dives into the recent Super Bowl's ad landscape and the contrasting strategies of Dunkin' and Starbucks to capture morning coffee drinkers. He critiques McDonald's Super Bowl commercial as underwhelming and discusses its lackluster earnings report. Meier also highlights HIMS' bold approach to tackling obesity with GLP-1 drugs, pointing out how effective advertising can shift public opinion. The conversation encapsulates key insights about marketing during major events and brand positioning.

Join William Green, author of 'Richer, Wiser, Happier' and host of a podcast by the same name, as he unpacks the essential traits of successful investors like Charlie Munger and John Templeton. Green emphasizes the balance between learning from legends and cultivating individual strategies. Discover the importance of resilience, risk management, and emotional discipline in investing. He shares inspiring stories, including Arnold Vandenberg's journey from hiding during the Holocaust to becoming a successful investor focused on personal fulfillment.

Join Ron Gross, a seasoned Motley Fool analyst, Jason Moser, a senior analyst with a knack for tech insights, and Nick Sciple, an expert on legalized sports betting. They dive into big tech's ambitious $300B spending plans fueled by cloud enhancements. The discussion encompasses Amazon and Alphabet's latest earnings, PayPal's surprising stock dip despite solid results, and Spotify's streaming dominance. Plus, Nick sheds light on the booming sports betting market and the risky allure of parlays, making for a riveting conversation.

Bill Barker, an investment analyst known for his sharp market insights, discusses Hershey’s surprising growth amidst increasing health awareness and Eli Lilly’s booming weight-loss drugs. He highlights the unique coexistence of junk food popularity with weight-loss trends. Meanwhile, Jordan Harper, a Hollywood writer, shares his views on the evolving TV landscape dominated by streaming platforms. He explores the tension between creative storytelling and commercial pressures in an industry undergoing dramatic changes.

David Meier, an investment analyst at The Motley Fool, joins to share insights on Alphabet’s revenue streams and their ambitious projects. He discusses the overwhelming impact of Google’s cloud business, despite recent earnings disappointments. YouTube's advertising strategies are revealed as key to its dominance, utilizing algorithms to enhance user engagement. Later, Jordan Harper highlights the role of PR firms in shaping public perceptions, stressing the importance of critical media consumption and recognizing bias in news narratives.

Join Jim Gillies, a Motley Fool analyst, as he delves into how potential tariffs in Canada could impact investing. He emphasizes the need to separate political beliefs from investment strategies for better decision-making. Meanwhile, Alison Southwick shares practical tips for optimizing your 401(k), highlighting the importance of leveraging employer matches and understanding defined contribution plans. Together, they unravel the complex interplay between politics and finance while providing actionable advice for securing your financial future.

Asit Sharma, a senior analyst at Motley Fool, dives into how tariffs imposed by the Trump administration are reshaping global trade, affecting everything from supply chains to stock markets. He discusses the 'de minimis' exemption and its implications for retailers amidst increased international competition. Nick Sciple explores Big Tobacco's future in a smoke-free world, analyzing regulatory changes and the rise of products like Zin. Together, they reflect on significant shifts in market dynamics and the evolving landscape of the nicotine industry.

Lionel Barber, former Editor-in-Chief of the Financial Times and author of "Gambling Man," explores the visionary mindset of Masayoshi Son, founder of SoftBank. He discusses Son's ambitious plans to invest $500 billion in AI infrastructure and examines his unconventional journey as an investor. Barber highlights Son's duality as a salesperson and disruptor, drawing parallels to historical figures. The conversation also navigates the emotional turbulence of investing in SoftBank, questioning how personal experiences shape disruptive leadership.

Jason Moser, a Senior Analyst at Motley Fool, and Asit Sharma, a skilled analyst in technology and market trends, dissect the evolving landscape of artificial intelligence spurred by DeepSeek's new chatbot model. They highlight how major players like Microsoft and Meta are adapting to this shake-up. The duo also delves into Apple's struggles in the Chinese market, Tesla's ambitious future initiatives, and Starbucks' efforts to revitalize its brand under new leadership. Plus, they analyze the resilient performance of Visa and Mastercard amid evolving consumer behaviors.