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In this conversation with Malcolm Gladwell, bestselling author of Outliers and host of Revisionist History, he dives into the fascinating world of social engineering. He argues that real diversity prevents misguided leadership and outlines the concept of the 'magic third' for effective decision-making in corporate settings. Gladwell also discusses the shift in societal perspectives, from optimism to uncertainty, and highlights the need for innovative responses to community issues like urban rat infestations. Expect eye-opening insights on the future of policymaking and health strategies!

Asit Sharma and Jason Moser share their expertise as they analyze Walmart's strategies to combat economic challenges like tariffs and inflation, illustrating how its strong sales and e-commerce efforts are paying off. They also discuss Etsy's struggles and the rise of Mercado Libre. Additionally, the conversation pivots to investment insights on stocks like Wingstop and Block, while David Gardner reflects on the power of storytelling in investing, celebrating a milestone from his Rule Breaker Investing podcast with humor and personal anecdotes.

Tim Beyers, an investment analyst at The Motley Fool with a focus on restaurant tech, and Kirsten Guerra, a gamer expert specializing in Roblox, join the discussion. They dive into Toast's impressive year-over-year growth and its innovative point-of-sale systems boosting restaurant revenue. Tim explains why Toast's stock is undervalued, while Kirsten addresses Roblox's position against competitors and user safety concerns. Additionally, they explore Microsoft's advances in quantum computing and its implications for the tech industry.

David Meier, a data-driven cloud networking expert from Arista Networks, discusses the company's pivotal role in the AI revolution, detailing why tech giants like Microsoft and Meta rely on their infrastructure. He also shares insights on Arista's financial performance and recent challenges surrounding Bumble. Anthony Schiavone, a senior analyst, provides an analysis of the Mid America Apartments, exploring the impacts of migration to the Sunbelt and shifting rental market dynamics that are favoring renters, amidst strategic acquisitions.

Investment analyst Jason Moser shares insights on Apple's upcoming budget-friendly iPhone SE and discusses its potential impact on the market. He delves into the robotics race between Apple and Meta, highlighting their different strategies in the tech world. The conversation also touches on Berkshire Hathaway's recent investment moves, alongside a light-hearted look at the world of finance. Listeners gain valuable tips on saving for kids’ education and navigating the complexities of investing in today’s economic landscape.

Jill Furman, an award-winning theatrical producer known for her work on Broadway hits like "Hamilton" and "In The Heights," shares her insights into the theater industry. She discusses the challenges of securing investors in a landscape where 80% of projects fail to recoup their costs. Jill delves into the balance between original productions and adaptations, emphasizing the creative process and the importance of star power. She highlights how innovative elements in musicals can resonate with audiences, while also reflecting on her selective approach to future projects.

Join Jason Moser, a seasoned analyst who tracks market trends, and Emily Flippen, an expert in company earnings, as they explore the emotional rollercoaster of stock and love this Valentine's Day. They dissect The Trade Desk's 30% dip post-earnings and Roku's streaming prowess, while Robert Brokamp shares strategies for couples to tackle money discussions. With playful love letters to stocks like AAON and Zoetis, they blend romance with financial savvy, ensuring you and your partner are financially in sync for years to come.

Alicia Alfiere, an investment analyst known for her deep insights into tech stocks, discusses The Trade Desk’s surprising earnings miss and its implications for digital advertising. She also highlights Robinhood's strong performance and how it reflects retail investing trends, along with the unique responses of restaurants to egg shortages. Sanmeet Deo, a Motley Fool analyst, explores Celsius's rebranding efforts and what it needs to recover and thrive, shedding light on the volatile beverage market and consumer preferences.

In this engaging discussion, Jason Moser, a seasoned Fool contributor, dives into Elon Musk’s surprising bid for OpenAI and the governance hurdles he may face. He also sheds light on BYD’s advancements in self-driving tech and what that means for Tesla. The conversation further explores Upstart’s AI lending model and the evolving Buy Now, Pay Later landscape, with new partnerships shaping the future. Lastly, insights on Trex’s eco-friendly decking and its competitive edge offer a compelling view of sustainable innovation.

Harley Finkelstein, President of Shopify, shares insights on the company’s ambitions as a ‘100-year company.’ He discusses the implications of changing de minimis rules for merchants and the critical importance of logistics and authentic relationships in e-commerce. Finkelstein highlights Shopify's significant quarterly performance, including surpassing $1 trillion in gross merchandise volume, and the strategic shift towards larger global brands. The conversation emphasizes the need for policies that support small businesses in navigating trade challenges.