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14 snips
May 3, 2025 • 43min

Friendshore First, Trade War Second

Edward Fishman, author of 'Chokepoints' and a professor at Columbia, delves into the unraveling economic interdependence that's reshaping global dynamics. He discusses how the U.S. dollar rose to power in economic warfare and the implications of trade wars, especially regarding tariffs and sanctions on China. Fishman analyzes the complex interplay between U.S. foreign policy and economic strategies, emphasizing the pressing need for the U.S. to adapt in an increasingly competitive world.
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37 snips
May 2, 2025 • 41min

Taking the Market's Weight

Asit Sharma and Jason Moser, senior analysts at Motley Fool, explore if the U.S. economy is heading for a recession amidst the growth of tech giants like Amazon, Meta, Microsoft, and Apple. They discuss the implications of having 20% of the S&P 500’s market cap linked to these companies. Rick Munarriz joins to delve into the excitement surrounding Universal Studio’s new Epic Universe theme park and its effects on the travel sector. They wrap up with a look at Twilio and Reddit's impressive financial performance.
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37 snips
May 1, 2025 • 29min

The Best Company in Big Tech?

Nick Sciple, a Motley Fool analyst, dives into Microsoft's impressive double-digit growth and its strategic AI investments, suggesting it has the best near-term outlook among big tech giants. Also featured is Yasser el-Shimy, discussing David Zaslav's role at Warner Brothers Discovery and his controversial leadership amidst a fast-evolving media landscape. The conversation highlights challenges in the advertising sector for Meta and examines Zaslav's goal to revitalize the entertainment industry with a focus on lucrative franchises.
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14 snips
Apr 30, 2025 • 31min

Is Starbucks Serving Up Promise or Peril?

In this insightful discussion, Asit Sharma, an investment analyst, explores Starbucks' efforts to improve its operational efficiency amidst declining sales and rising costs. He reveals strategies for enhancing customer experience while navigating investor expectations. Joining later, Yasser el-Shimy digs into Warner Brothers Discovery's hefty debt and streaming ambitions, highlighting the challenges of competition in a shifting media landscape. Expect candid insights on navigating financial turbulence and strategic growth in the entertainment industry.
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33 snips
Apr 29, 2025 • 33min

A Steady Business During Uncertain Times

Join investment analyst Jason Moser and personal finance expert Robert Brokamp as they delve into the shifting landscape of business during tough times. Moser shares insights on how trade disputes are affecting major ports and examines PayPal's potential for growth through its advertising initiatives. Brokamp highlights effective strategies for diversifying savings amidst market volatility, stressing the importance of a balanced investment approach. Together, they tackle how companies like PayPal and Spotify navigate economic pressures with resilience.
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39 snips
Apr 28, 2025 • 29min

The Compounding Consumer Crunch

David Meier and Anthony Schiavone, both analysts at Motley Fool, join the discussion about economic pressures affecting lower-income consumers. They delve into Domino's disappointing earnings, mirroring concerns expressed by Chipotle, with fewer orders from budget-conscious diners. The rise in tariffs from brands like Temu and Shein is highlighted, showing how these costs hit consumers hard. Additionally, they explore the trucking industry's demand declines and what it means for future supply chains and the housing market's dynamic shifts ahead.
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40 snips
Apr 26, 2025 • 48min

The Rise of Prediction Markets

Tarek Mansour, CEO of Kalshi, shares insights on how prediction markets revolutionized betting during the recent presidential election. He explains the distinction between event contracts and traditional gambling, hinting at disruption in sports betting. Jen Wieczner, a features writer for New York Magazine, discusses her investigation into Polymarket, a billion-dollar platform facing legal challenges. They dive into the transformative potential of prediction markets and the ongoing battle for regulatory acceptance, highlighting both innovation and obstacles in this dynamic landscape.
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12 snips
Apr 25, 2025 • 41min

Google Banks Ads, Chipotle Eyes Mexico

Jason Moser and Asit Sharma dive into Alphabet's robust ad business amid looming antitrust challenges and AI competition. They also discuss Tesla's turbulent quarter, emphasizing the pivotal upcoming Model Y launch. Chipotle's expansion into Mexico sparks a conversation about its operational hurdles, while Malcolm Ethridge shares insights on big tech and solid recession-resistant stocks. The duo then highlights their stock picks, including Nasdaq and Adobe, showcasing current trends and innovations in the tech landscape.
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25 snips
Apr 24, 2025 • 28min

Why is Berkshire Hathaway Hoarding Cash?

Investment analysts Matt Argersinger and Asit Sharma dive into why Berkshire Hathaway is sitting on an unprecedented cash reserve. They discuss the nuances of recent home sales and their ties to economic trends, alongside Chipotle's recent sales drop despite strong unit economics. The conversation shifts to AMD, focusing on the impacts of tariffs on chip production and the company's strategic moves to shift some manufacturing back to the U.S. It's a lively analysis of market dynamics and investment strategy!
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35 snips
Apr 23, 2025 • 36min

Tesla’s “Moment of Truth”

Sanmeet Deo, an investment analyst at The Motley Fool, dives into Tesla's drastic 71% drop in net income and the struggles in its automotive segment. He discusses the potential impact of Elon Musk's return on the company's trajectory and the innovations on the horizon. Asit Sharma joins to dissect AMD's competition with NVIDIA, revealing AMD's strategic moves in the chip market and how its software capabilities may shape future success. Both guests provide sharp insights into the tech industry's evolving landscape, blending humor with expert analysis.

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