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Motley Fool Money

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Jun 7, 2024 • 41min

Cybersecurity Soars, Cyclical Stocks Cycle

Crowdstrike's strong earnings in cybersecurity, potential new Texas stock exchange, Spotify's price hikes, DOJ's antitrust case against Live Nation, and analysis of DocuSign and Casey's General Stores.
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Jun 6, 2024 • 27min

The Big Three Drive All-Time Highs

Tom Steyer, author of 'Cheaper, Faster, Better: How We’ll Win the Climate War', discusses advancements in green tech and clean energy technologies. The podcast also covers the influence of big tech giants like Microsoft, Nvidia, and Apple on the market, Lululemon's market performance, and mindset advice for investors.
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Jun 5, 2024 • 28min

“A Salesperson’s Dream”

John McCool, Chief Platform Officer at Arista Networks, discusses Arista's role in the AI race, competition driving innovation, and future plans. Topics include AI networking advancements, competition in the networking industry, and the evolving landscape of data centers.
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Jun 4, 2024 • 31min

Hindenburg Targets Real Estate Lender

Eileen Freiburger, Managing Director of the Garrett Planning Network, shares insights on meeting with a financial advisor. Plus, Hindenburg Research targets Axos Financial as Jim Gillies and Ricky Mulvey analyze the report. Robert Brokamp discusses adding Academy Sports to watchlists for investors.
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Jun 3, 2024 • 29min

Waste Management Goes Dumpster Diving

In this podcast, they discuss Waste Management's $7B acquisition of Stericycle, Costco's strong quarter with untapped membership price leverage, and why bigger retailers are thriving. The conversation also explores how AI is changing search, with Google embracing new AI models, raising questions about future data access dynamics.
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Jun 2, 2024 • 25min

Kyla Scanlon on Inflation, Economic Vibes, and Pizza

Economic commentator Kyla Scanlon discusses challenges in measuring economic data, the driving factors behind inflation, and how Domino's revamped its business. The conversation explores the disconnect between perception and reality in the stock market and economic trends.
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Jun 1, 2024 • 25min

What a CEO Learned from Warren Buffett

Former Yum! Brands CEO David Novak shares insights on empowering others, lessons from market-beating executives, and why prioritizing people over results is a winning strategy in leadership. Discussion includes learning from experts like Warren Buffett and the value of honesty and communication in business interactions.
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May 31, 2024 • 41min

Mall Retailers are Alive and Well

Discussion on the resilience of mall retailers like Abercrombie and Fitch and Dick’s Sporting Goods, the success of Cava and Chewy post-earnings, insights on commercial real estate from CEO of Walker and Dunlop, stocks to watch: PayPal and Simon Property Group
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May 30, 2024 • 29min

Salesforce = Less of a Force?

Experts Tim Beyers, Asit Sharma, and Ricky Mulvey dissect Salesforce's revenue slump and its AI investments, contrasting narratives about its growth potential. They also explore companies like AMD and Micron benefiting from the data center spending boom, discussing competition in the GPU market and advanced memory components driving growth.
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May 29, 2024 • 30min

529s for 5/29

Roger Young, CFP discusses the fundamentals and benefits of 529 College Savings Plans, exploring tax advantages, growth potential, and penalties associated with saving for college. The discussion also delves into strategies for balancing high income with monthly savings, as well as the impact of income versus savings on college financial aid.

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