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Motley Fool Money

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Jun 19, 2022 • 32min

What’s On Your Balance Sheet?

Upstart Holdings is a lending platform, powered by artificial intelligence. Shares are down more than 70% year-to-date. It’s down, but not out. CEO Dave Girouard joined Motley Fool CEO Tom Gardner to discuss: - How Upstart is using its balance sheet now - Growth opportunities in auto lending - One stock idea (that’s not his own company) Stocks mentioned: UPST, AMZN, AAPL, ZM, GOOG, GOOGL Host: Tom Gardner Guest: Dave Girouard Producer: Ricky Mulvey Engineer: Dan Boyd, Adam Landfair Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 18, 2022 • 27min

Investing Opportunities in Transforming Office Space

We’ve got a lot of space. And a whole lot of it is unused in office buildings, city centers, and shopping malls. We also need a lot of space for multifamily housing, data centers, and warehouses. Is there some opportunity in the middle for investors? Deidre Woollard and Matt Argersinger discuss: - The complexities in transforming an office building into apartments - Commercial real estate trends catching their attention - Ideas for investors who like dividends. Stocks/REITs mentioned: BX, AMZN, HHC, PLD, SRG, STAG, DRE, ARE, MAA, VICI, EPR Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 17, 2022 • 40min

Market Whiplash, Emerging Trends, and Battling Tech Giants

The Fed raises interest rates as the S&P 500 heads for its worst week since March 2020. (0:30) Ron Gross and Maria Gallagher discuss: - Stocks rallying on Wednesday afternoon only to fall on Thursday - Adobe's latest results being outweighed by guidance - Roku's new partnership with Walmart - Winners and losers from the trend of people returning to restaurants - The latest from Kroger, Oracle, and Chewy (19:00) Senior analyst Auri Hughes and CEO Tom Gardner talk with Rimini Street CEO Seth Ravin about his company's unique opportunity and its legal battle with Oracle. (35:10) Maria and Ron share two stocks on their radar: Rover Group and Sportradar Group. Our free investing starter kit includes research on 15 stocks and 5 ETFs. Get a copy simply by going to http://fool.com/starterkit Stocks discussed on the show: KR, ADBE, NFLX, ROKU, WMT, YELP, DASH, KO, PEP, ORCL, CHWY, RMNI, ROVR, SRAD Host: Chris Hill Guests: Maria Gallagher, Ron Gross, Auri Hughes, Tom Gardner, Seth Ravin Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 16, 2022 • 27min

Shrinkflation, Balance Sheet Strength, and VR's Potential in Healthcare

"Who has pricing power?" may be a less relevant question these days. (0:25) Jason Moser discusses: - The strength of a company's balance sheet becoming more important - Increasing data that customers are starting to spend less - Shrinkflation being a tool some (but not all) companies can employ - Net expansion being a key metric to watch (14:45) Sanmeet Deo joins Jason to talk about the potential applications for VR in the healthcare industry and a mid-cap company that may have advantages over the tech giants in the space. Stocks discussed: KR, ZM, CRM, MSFT, OKTA, META AAPL, PEN Host: Chris Hill Guests: Jason Moser, Sanmeet Deo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 15, 2022 • 22min

0.75 Rate Hike Gets Thumbs-Up From Investors

The Federal Reserve raised interest rates three-quarters of a percent, the biggest hike since 1994. (0:25) Ron Gross discusses: - The positive reaction in the stock market - Prospects for much lower inflation in 2023 - Borrowing costs going higher - Expectations for more rate hikes later this year (11:40) Asit Sharma talks with Pubmatic CEO Rajeev Goel about why his company is becoming more predictably profitable, and the growing opportunity in connected TV. Got a question? Drop an email to podcasts@fool.com! Stocks discussed: PUBM, PG, WPP Host: Chris Hill Guests: Ron Gross, Asit Sharma, Rajeev Goel Producer: Ricky Mulvey Engineers: Dan Boyd, Brandon Gentry Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 14, 2022 • 30min

Easy Money, Government Stimulus, Speculative Boom: Lessons from The Great Depression

Most eyes are on the Federal Reserve in advance of (we assume) another interest rate hike. (0:25) Bill Mann discusses: - What he's watching in the market - Where he's been putting his money to work and which stocks he's been buying - His relative disinterest in IPOs as an event (13:23) Morgan Housel joins Alison Southwick and Robert Brokamp to talk about the speculative boom that caused the Great Depression, and how those lessons apply for investors today. Stocks discussed: BRK.A, BRK.B, MA, GOOG, GOOGL, DPZ Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Morgan Housel Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl   Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 13, 2022 • 28min

Bear Market Officially Arrives

The S&P 500 officially entered bear market territory. (0:25) Jason Moser discusses: - The pain investors (including us) are feeling - Why he recommends putting cash to work slowly - DocuSign's latest quarter meeting management's expectations - The relative attractiveness of DocuSign's stock - Coca-Cola's new partnership for Jack-Daniel's-and-Coke cocktails in a can (16:06) Shares of Meta Platforms have fallen 50% this year. Is it a value play or is the stock in the bargain bin for valid reasons? Jose Najarro and Nick Rossolillo take a bull vs. bear approach to the social network. Stocks discussed: DOCU, KO, BF.A, META, NVDA Host: Chris Hill Guests: Jason Moser, Jose Najarro, Nick Rossolillo Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 12, 2022 • 35min

Crypto Crashes, Bitcoin’s True Believers, and Web3

PJ Vogt has been following Bitcoin since it was worth $10. Maybe less. He didn’t buy in, and is more than happy to keep following the story. Vogt is the host of the new limited-series podcast “Crypto Island” and before that, you may have heard his voice on “Reply All”. Ricky Mulvey caught up with him to discuss: - The recent crash in crypto - What the “financialized version of the internet” can tell us about people - What happens when internet strangers try to operate a McDonald’s Cryptos mentioned: BTC, LUNA Host: Ricky Mulvey Guest: PJ Vogt Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 11, 2022 • 27min

Energy Investing 201: Relentless Demand, Uncertain Supply

Earth’s population continues to grow and energy needs are struggling to keep up with worldwide demand. Nick Sciple and Jim Gillies dive into the macroeconomic forces creating an energy crunch, where they are finding investment opportunities, and discuss: - The wide-ranging effects of an energy crunch - How a shale boom “incinerated” $700 billion - Ways individual investors could benefit from pension funds leaving oil Additional resource: https://www.fool.com/investing/stock-market/market-sectors/energy/renewable-energy-stocks/ Stocks discussed: OTC:IPFCC, TSX:IPCO, CBRL Host: Nick Sciple Guest: Jim Gillies Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
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Jun 10, 2022 • 39min

Inflation, Retail, Housing, and Alternative Assets

Inflation hits a 40-year high. We know the effect on consumers, but what about investors? (0:30) Emily Flippen and Ron Gross discuss: - DocuSign's 25% drop - Target's bold moves - Stitch Fix continuing to struggle - Vail Resorts benefitting from relaxed Covid restrictions - The latest from Campbell Soup, Netflix, Amazon, and more.   (19:00) Matt Argersinger, lead investor for Millionacres, discusses the current state of the housing market, how a potential recession may affect real estate, and his interest in an alternative asset class: vintage comic books.   (35:20) Emily and Ron share two stocks on their radar: Bilibili and Airbnb.   Stocks discussed on the show: DOCU, MSFT, TGT, SFIX, MTN, CPB, NFLX, ROKU, AMZN, SHOP, GOOG, GOOGL, DIS, EBAY, BILI, ABNB   Host: Chris Hill Guests: Emily Flippen, Ron Gross, Matt Argersinger Engineers: Steve Broido, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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