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Sep 3, 2025 • 22min

OpenAI Helps Google Win in Court

Investment analyst Rachel Warren shares insights on recent developments affecting Google, including a court victory allowing it to maintain control over key software. She discusses the implications for AI competition, particularly with OpenAI, and examines Alphabet's position against other tech giants. The conversation also dives into Kraft Heinz’s corporate restructuring, highlighting the pitfalls of their past merger. Finally, the team discusses the revival of the IPO market, stressing the importance of cautious investment strategies during this volatile landscape.
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25 snips
Sep 2, 2025 • 22min

Buy High, Buy Higher

Investing insights unfold as analysts uncover the potential of MongoDB's stellar stock performance driven by its Atlas database. They highlight CrowdStrike’s impressive rebound after a tough period, shedding light on its competitive edge and customer growth. With a dash of humor, they engage in an improv game dissecting three bullish stock opportunities. Additionally, innovations in fintech take center stage, spotlighting MercadoLibre's strides in digital payments and success stories from Duolingo and Warby Parker in their respective industries.
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44 snips
Aug 31, 2025 • 21min

Interview with Charlie Wheelan: Naked Economics

Charlie Wheelan, faculty director at the Dartmouth Tuck Center and bestselling author, shares insights on crucial economic themes. He discusses the complexities of tariffs and their effects on consumer prices, navigating trade imbalances, and the rising role of technology in manufacturing job losses. Wheelan expresses concerns over the potential of AI to displace jobs, paralleling it with historical labor shifts, and analyzes how this tech wave influences investment strategies and economic predictions.
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58 snips
Aug 30, 2025 • 23min

The Father of the 4% Rule Says Retirees Can Withdraw Much More

William Bengen, a financial planner known for creating the 4% withdrawal rule, reveals that retirees can actually withdraw more than they thought. He discusses how market conditions and inflation significantly impact safe withdrawal rates. Bengen challenges the traditional 4% guideline, suggesting a new maximum of 4.7%. He also explores optimal stock allocations for retirees and the importance of flexibility and diversification in retirement portfolios, providing innovative strategies for enjoying a richer retirement.
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64 snips
Aug 29, 2025 • 41min

The Trillion Dollar AI Question

Tim Beyers, a tech and AI investment expert, joins Lou Whiteman, a market trends analyst, to dissect the $1 trillion AI spending surge. They debate whether this investment will yield returns and explore how AI parallels the 90s telecom bubble. The duo also delves into rising housing challenges and surprising trends like K-Pop Demon Hunters transforming Netflix strategies. As they navigate investment decisions, they analyze the competition in streaming giants like Amazon and Netflix, revealing insights on future market dynamics.
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21 snips
Aug 28, 2025 • 23min

Nano Banana Steals the Spotlight From NVIDIA

Jon Quast and Dan Caplinger, both investment analysts at The Motley Fool, dive into the intriguing world of AI and market dynamics. They discuss the implications of NVIDIA's earnings and the potential of Google's AI tool, Nano Banana, in reshaping digital creativity. The duo examines Dollar General's strong performance amid changing consumer habits and Spotify's challenges with new social features. Their insights highlight the evolving landscape of investment opportunities and competitive strategies in the tech and retail sectors.
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9 snips
Aug 27, 2025 • 21min

Apple’s Elon Problem & AI Future

Lou Whiteman and Rachel Warren, investment analysts at The Motley Fool, dive into the drama surrounding Elon Musk's lawsuit against Apple over App Store practices. They discuss the potential of Apple acquiring major AI startups and its strategic direction with Siri. The conversation also touches on the government's interest in gaining equity stakes in defense companies, particularly Intel, and the challenges Fox faces as it competes with YouTube TV for cable fees. Tune in for insights on tech and media landscapes!
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5 snips
Aug 26, 2025 • 24min

When Rates Move, Who Wins?

The discussion dives into how lower interest rates can revitalize the real estate market, sparking demand and affecting home builder confidence. The speakers analyze the ripple effects on the mortgage sector and investment strategies amid shifting rates. They highlight how companies like Airbnb benefit from effective cash management in this climate. Additionally, challenges for small businesses in a low-rate environment are examined, alongside opportunities for small-cap firms, providing a nuanced look at the evolving investment landscape.
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Aug 25, 2025 • 25min

Weight Loss. Weight Loss. Don’t Tell Me.

Discover the struggles of weight loss stocks, which are surprisingly lagging despite their growth potential. Analysts share insights on resilient companies that could thrive amid market volatility. Explore the innovative strategies of BBB Foods and the recovery possibilities for United Healthcare. Peek into the future with emerging disruptors like Familiar Machines and the evolving landscape of Disney and homebuilding tech. Get ready for intriguing predictions and surprising market dynamics!
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Aug 24, 2025 • 23min

Interview with Stride CEO James Rhyu: Disrupting K-12 and Beyond

James Rhyu, CEO of Stride, a leader in online education, discusses the urgent need for disruption in K-12 education. He highlights the stagnation of traditional systems and the potential for innovative solutions. Rhyu shares insights on how AI can transform learning while maintaining the essential role of human teachers. He also emphasizes the importance of self-awareness in leadership, drawing from personal experiences to illustrate how understanding one’s strengths can drive effective decision-making and foster growth.

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