Motley Fool Money

The Motley Fool
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5 snips
Aug 4, 2025 • 23min

Consumer Stocks Spotlight: Etsy, Roblox, and Reddit

The podcast dives into the mixed economic signals impacting consumer-centric businesses. It contrasts Etsy's stable revenue against Roblox's dependence on viral trends. Reddit's remarkable revenue growth and its potential challenges in maintaining user engagement are dissected, particularly in the context of AI. A historical look at grocery retail evolution highlights the shift toward the self-service model, while discussions on the competitive landscape reveal the strain on profit margins and the future of automation in grocery shopping.
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5 snips
Aug 3, 2025 • 21min

The Real Risk

Joining the conversation is Bill Bernstein, a financial theorist, neurologist, and author renowned for his insights into behavioral finance and investment strategy. He offers valuable advice for new investors by debunking common misconceptions about risk. Bill emphasizes the importance of a long-term perspective and disciplined retirement savings, while addressing agility in reacting to market volatility. The discussion also dives into the psychology behind investing, exploring how emotions affect decision-making and the significance of data-driven approaches when considering emerging markets.
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26 snips
Aug 2, 2025 • 23min

How Much Makes Someone Wealthy, and Why It Pays to Delay Social Security

Dr. Michael Finke, a professor at the American College of Financial Services and an expert in retirement planning, discusses the pitfalls of claiming Social Security too early. He emphasizes the importance of understanding financial comfort, pointing out that net worth benchmarks stand at $839,000 and $2.3 million for comfort and wealth, respectively. Finke also highlights the strategic benefits of delaying Social Security for better long-term returns, especially for higher earners, while examining stock market performance in 2025.
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19 snips
Aug 1, 2025 • 41min

The Fed’s Inflation Conundrum & an AI Billionaire Battle Royale

Investment analysts Jason Moser and Lou Whiteman delve into the Federal Reserve's choice to keep interest rates steady amid inflation concerns. They unpack Apple’s unexpected growth and Amazon's evolving revenue streams, especially in advertising. The discussion heats up with an AI showdown between Mark Zuckerberg and Sam Altman, highlighting their contrasting strategies. Market reactions to tech giants and regulatory challenges facing companies like Alphabet and Meta round out a lively conversation filled with insights on current trends.
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8 snips
Jul 31, 2025 • 17min

Tariffs and Trade Wars Can’t Slow Big Tech’s Momentum

Jon Quast, a savvy Motley Fool analyst with a knack for consumer spending trends, joins the discussion alongside Lou Whiteman. They dive into the Federal Reserve's decision on interest rates and explore the implications of rising tariffs on smartphone production, with India stepping up as a key player. Plus, Microsoft and Meta’s robust AI investments signal tech's resilience. The conversation culminates in a debate on which company might become the next $4 trillion giant, showcasing the thrilling landscape of market competition.
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18 snips
Jul 30, 2025 • 19min

Coffee, Chips, and Credit Cards

In this insightful discussion, contributors Rachel Warren and Lou Whiteman delve into Tesla's new chip collaboration with Samsung, highlighting its impact on the semiconductor landscape. They explore Spotify’s mixed earnings, pointing out its potential for future growth despite short-term hurdles. The conversation also covers Visa's robust performance amid cautious consumer spending trends and Starbucks' efforts to revive sales. Bonus insights include the broader implications of tariffs on both consumer behavior and corporate margins, blending optimism with realism.
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10 snips
Jul 29, 2025 • 20min

A Rough Day for Dividend Knights

Matt Argersinger, an investment analyst at The Motley Fool and co-creator of the dividend knights framework, dives into the evolving landscape of dividend-paying stocks. He discusses the dwindling number of ‘Dividend Knight’ contenders and the challenges faced by healthcare giants like UnitedHealthcare and Novo Nordisk, noting their intriguing yet risky high yields. The conversation also touches on the shift from dividends to share buybacks and investment strategies that prioritize payout ratios for safer dividends.
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18 snips
Jul 28, 2025 • 24min

Intel Can’t Stop Cutting

Jose Najarro, an expert semiconductor and chip analyst, shares his insights on Intel's significant restructuring efforts and the company's quest for sustainable growth. He discusses the challenges Intel faces, the timeline for their foundry's profitability, and the intricate semiconductor value chain. Najarro also ranks his six favorite stocks in the sector, providing a unique perspective on the industry's future. Expect a deep dive into both the opportunities and hurdles within the semiconductor landscape, enhanced by engaging trivia!
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11 snips
Jul 27, 2025 • 17min

What Business School is Missing

Andy Hoffman, a professor at the University of Michigan’s Ross School of Business and an expert on sustainability, dives into the urgent need for reform in business education. He critiques traditional MBA programs for neglecting ethical responsibilities and societal impact. The conversation also explores the rise of ESG investing, the challenges posed by climate change to finance, and how environmental concerns influence real estate investments. Hoffman emphasizes that future business leaders must be equipped to blend capitalism with stewardship and sustainability.
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7 snips
Jul 26, 2025 • 24min

Choosing a 529 and How Does Your 401(k) Compare

Martha Kortiak Mert, COO at SavingForCollege.com, shares her expertise on the ever-evolving world of 529 college savings plans, highlighting their expanded uses beyond just college expenses. She discusses choosing the right plan, the impact of these changes on K-12 tuition, and how ownership affects financial aid eligibility. The conversation also delves into comparing 401(k) plans to national averages and whether it's time to invest in small-cap stocks. Plus, strategies for utilizing your upcoming financial raise are explored.

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