Topics discussed in this podcast include the state of semiconductors and the dominance of Netflix in streaming. They also talk about Chipotle's preparations for peak burrito and the challenges faced by 'eatertainment' companies. The hosts analyze the financial performance of ASML, Taiwan Semi, and Netflix, highlighting their impressive results and future expectations. Additionally, they delve into the turnaround plan for David and Busters, discussing the company's strategic initiatives and positive outlook.

Robert Brokamp interviews Michael Finke, discussing withdrawal rates for retirement. Netflix's $5 billion deal with the WWE, Proctor & Gamble's Gillette write down, and Schwab's deposit flight are also discussed. The impact of interest rates on Charles Schwab and customer investment decisions is explored. The correlation between health and wealth, predicting financial outcomes, and factors to consider for retirement savings are mentioned.

Jamil Khan, Chief Strategy and Small Business Officer at H&R Block, discusses the company's growth story, expansion beyond tax preparation, and the launch of their mobile banking app. The speakers also explore the impact of AI on the stock market and the growth of the gig economy, emphasizing the need for educating gig workers about taxes and exploring new business opportunities.

Ed Catmull, Pixar Co-Founder, discusses the implications of technological advancements including AI in the animation industry. The podcast explores the relationship between storytelling and technology in Pixar films, emphasizing the challenge of balancing visuals and story. It also dives into the concept of mental models and how they help navigate unpredictable work environments.

Motley Fool biotech analyst Karl Thiel joins Deidre Woollard to discuss Biogen's next shot at an Alzheimer's treatment, why companies can't muscle their way into making new molecules, how NVIDIA could change drug development, and Moderna's vaccine strategy

Newly-approved Bitcoin spot ETFs attract big-time institutions like Blackrock and Fidelity. The hosts discuss cash on the sidelines and its impact on the market. Best-selling author Dan Pink shares insights on AI, employee motivation, and the modern office. Stock picks on the radar: Globus Medical and RPM International. Anecdotes about a successful family-run business and a medical solutions company are shared.

In this podcast, the hosts discuss the impact of new rules on overdraft fees and how they could save consumers money. They also explore the risks and advantages for regional banks, the new Epic Bundle offering from Motley Fool, and the success of Paycom and their payroll improvement service called Betty.

Dave Holeman, CEO of Whitestone REIT, discusses the changing trends in shopping centers, including the shift towards restaurants as anchor tenants and the demand for unique local operators. The hosts also talk about the recent court ruling that blocked JetBlue's acquisition of Spirit Airlines, Elon Musk's desire for voting control of Tesla, and Uber's decision to close down Drizly.

Earnings season begins with big banks, Goldman Sachs shifts to asset and wealth management, Adidas CEO's communication strategy, analyzing company potential, investing lump sum or gradually, options for setting up savings account for grandchild.

Jules van Binsbergen, a finance professor at Wharton, discusses market sentiment, savings goals, and preparing for lower rates of return. They also talk about the disconnect between the real economy and financial markets, whether the US stock market is lucky, and the dangers of institutional thinking.