Motley Fool Money

The Motley Fool
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Oct 17, 2022 • 23min

The War on Checks

Joining the discussion are Jason Moser, a Senior Analyst at Motley Fool with keen insights on banking, and Asit Sharma, also a Senior Analyst with a focus on advertising technology. They tackle the impact of rising interest rates on banks, revealing how Bank of America is thriving even as home buyers struggle. The duo also delves into the resilience of advertising spending amid economic pressures, highlighting innovative players in ad tech and the evolving landscape of connected TV advertising.
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Oct 16, 2022 • 21min

Opportunities in Sustainable Investing

Bruce Usher, a Columbia Business School professor and author of "Investing in the Era of Climate Change," shares his insights on sustainable investing. He discusses the fine line between genuine sustainability and greenwashing, helping listeners discern fact from fiction. Usher highlights advancements in renewable energy technologies and the critical role electric vehicles play in overcoming intermittent energy issues. The conversation also covers the financial complexities of transitioning to cleaner technologies in both developed and developing nations.
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Oct 15, 2022 • 24min

Meet the Dividend Knights

In this engaging discussion, Matt Argersinger, an investment analyst at The Motley Fool, joins Ricky Mulvey to unveil the concept of Dividend Knights—stocks that not only pay dividends but also outpaced the market. They explore surprising dividend performers like Dillard's and discuss the impact of rising interest rates on dividend strategies. The conversation also covers how companies like Home Depot and Union Pacific showcase resilience, alongside listener queries on investment prospects and the sustainability of dividends. A must-listen for dividend enthusiasts!
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Oct 14, 2022 • 40min

Big Merger, Big Banks, Lessons from the NYSE Floor

In this engaging discussion, Jason Moser and Ron Gross, both seasoned analysts at Motley Fool, dive into the latest earnings from big banks and the implications of Kroger's $24 billion acquisition of Albertsons. CNBC's Bob Pisani, with 25 years on the NYSE floor, shares captivating insights from his book, highlighting lessons from investing legends and memorable moments with rock stars like Jimmy Page. They also explore Netflix's ad-supported tier and highlight stocks like Uber and Stanley Black & Decker, offering a comprehensive view of current market trends.
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Oct 13, 2022 • 23min

Horror Movie-nomics

Jim Gillies, a senior analyst known for his keen insights on market volatility, teams up with Catie Peiper, an expert on horror movie economics. They explore why horror films are so prevalent and profitable, especially around Halloween. Jim shares his thoughts on stocks like TFS Financial Corp. and Medpace Holdings amidst market chaos. Catie delves into the cultural and financial aspects that make horror movies a success, discussing everything from international influences to effective marketing strategies that keep audiences coming back for more.
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Oct 12, 2022 • 22min

Defensive Stocks FTW

Rick Munarriz, a seasoned analyst, dives into the whimsical world of DisneyQuest and its ambitions as an interactive theme park in the late '90s. He draws captivating parallels between Disney's early ventures and today's metaverse ambitions. Munarriz highlights the emotional experiences that visitors craved, alongside the challenges that ultimately led to its downfall. The conversation also reflects on how technology and market readiness can shape the future of immersive experiences. Tune in for a thoughtful exploration of nostalgia and innovation!
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Oct 11, 2022 • 26min

E-Commerce Overreached. Now What?

Bill Mann, a Senior Analyst at the Motley Fool, dives into the shifting landscape of e-commerce post-COVID. He argues that investments by giants like Amazon and Shopify aren't misguided. The conversation explores what to expect from online retailers this holiday season, highlighting the importance of inventory management as a crucial metric. With consumer behavior evolving and traditional shopping making a comeback, Mann shares insights on how retailers can adapt and thrive in this new environment.
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Oct 10, 2022 • 24min

Calm Before The Storm

In an insightful discussion, Jason Moser, a Motley Fool Senior Analyst, dives into the anticipated earnings season and flags Jamie Dimon's recession warning. He explores consumer savings trends, highlighting upcoming economic challenges. Meanwhile, Dylan Lewis, a Motley Fool analyst, examines the upcoming IPO of Mobileye, the self-driving car innovator Intel is spinning out. Their conversation uncovers the potential and risks in the autonomous driving market, making it a thrilling time for aspiring investors.
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Oct 9, 2022 • 28min

Fall Q&A: Stocks, Dividends, Luxury Goods, and a Cannabis REIT

This week, experts tackle listener inquiries about investment strategies and high-dividend stocks. They discuss Adobe's bold $20 billion acquisition of Figma and the potential of a cannabis REIT for investors. The merits of luxury goods as a hedge against inflation are highlighted, along with innovative ways to use dividend payments for managing mortgages. Plus, important insights on diversification, navigating investment challenges, and the ups and downs of cloud-based platforms like Domo keep the conversation lively and informative.
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12 snips
Oct 8, 2022 • 25min

Semiconductors 101

In this lively discussion, John Rotonti, a semiconductor analyst at Motley Fool, unpacks the crucial role of semiconductors in technology today. They dive into the complex semiconductor value chain and reveal insights on significant players like Intel and Nvidia. Geopolitical tensions around Taiwan and the implications of the CHIPS Act are also on the table. Plus, hear about a chipmaker that’s currently undervalued compared to the S&P 500. This conversation is a must-listen for anyone curious about the future of tech.

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