Кращі подкасти про Motley Fool (2025)

1
We’re not in tariff-free Kansas any more, Toto. March 7, 2025 1:08:54

3h ago1:08:54

1:08:54

– Tariffs are go – You can’t avoid risk – GDP turns up – Vanguard gets the memo See omnystudio.com/listener for privacy information.LiSTNR

1
Kroger CEO Kicked Out of Grocery Store 30:41

11h ago30:41

30:41

On the first call since Kroger CEO Rodney McMullen’s departure, not a mention of the former CEO was heard. (00:21) Nick Sciple and Ricky Mulvey discuss: - Kroger’s business results. - Why some investors are becoming more pessimistic about Abercrombie & Fitch. - A small-cap tobacco company playing in a fast-growing trend. Then, (17:22) Karl Thiel jo…

1
Crypto's New Backer 34:00

1d ago34:00

34:00

BlackRock wants to buy ports; Trump wants to buy crypto. (00:21) Asit Sharma and Mary Long discuss: - How investors can prepare for potential “disturbance.” - BlackRock’s latest acquisition. - The reasons for and against a national “strategic reserve” of cryptocurrency. Then, (14:50), Ricky Mulvey and Mary go to a crypto conference in downtown Denv…

1
Tariffs Become Reality 30:32

2d ago30:32

30:32

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:21) Jason Moser and Ricky Mulvey discuss: - The impacts of tariffs on investors and companies. - If Target is a value play. - Okta’s market opportunity in security verification. Then, (17:20) Alison So…

1
Now Serving: IPOs, Exits, Extra Cheese 29:04

3d ago29:04

29:04

A fresh IPO, outgoing CEO, and Domino’s finally joining the field on stuffed-crust pizza. (00:21) Bill Barker and Dylan Lewis discuss: - Mixue’s splashy debut on the Hong Kong stock exchange, and how the boba tea chain stacks up to Starbucks and McDonald’s. - Rodney McMullen’s departure from Kroger and what’s next for the nation’s largest grocery c…

1
Mailbag: incl. Take care of your portfolio like your body. March 2, 2025 1:11:57

5d ago1:11:57

1:11:57

– What happens if/when the US ‘empire’ falls? – Give me 5 yellow flags – Great investing is just like great health – What contrarian bets have you made? See omnystudio.com/listener for privacy information.LiSTNR

1
The State of Weight-Loss Drugs 29:37

6d ago29:37

29:37

$150 billion. That’s how much some experts estimate weight-loss drugs could bring in in sales within the next five years. Motley Fool analyst Karl Thiel joins Ricky Mulvey to check in on the GLP-1 landscape. They also discuss: - How weight-loss drugs actually work, and how big-name prescriptions differ from each other. - What investors need to know…

1
Nvidia, Apple, and Eli Lilly: Manufacturing the Future 40:01

6d ago40:01

40:01

The great buildout for AI and GLP-1 drugs continues. (00:21) Jason Moser and Matt Argersinger discuss: - How Nvidia continues to deliver in the face of great expectations, but even those great results haven’t kept the market happy with the chipmaker or big tech stocks to start 2025. - Apple and Eli Lilly’s plans to expand manufacturing and developm…

1
In the shadow of a slump. February 28, 2025 1:17:54

7d ago1:17:54

1:17:54

– Earnings season in full flight, including Woolies, Coles and Qantas – Why is inflation so insidious – In the shadow of a slump See omnystudio.com/listener for privacy information.LiSTNR

1
What Drives Nvidia’s Growth? 23:52

7d ago23:52

23:52

The tech giant is a data center business. (00:21) Asit Sharma and Ricky Mulvey discuss: - Why Wall Street is shrugging off Nvidia’s 78% yearly revenue growth. - CEO Jensen Huang’s vision for AI in the coming years. - Short sellers targeting digital ad seller, AppLovin. Companies discussed: NVDA, APP, META Host: Ricky Mulvey Guest: Asit Sharma Produ…

1
“The Apple of Public Safety” 35:03

8d ago35:03

35:03

Axon Enterprise is facing new questions about its competition, but the earnings continue to look strong. (00:21) Jason Moser and Mary Long discuss: - Axon earnings, and the headline that sent the stock down nearly 30% last week. - What artificial intelligence looks like in policing. - What success looks like for TJX Companies. Then, (19:34), Emily …

1
Celsius Pays for Growth 32:06

9d ago32:06

32:06

Some of the most speculative names in the market are seeing steep declines. What did you expect? (00:21) Jim Gillies and Ricky Mulvey discuss: - The recent declines for Palantir and Microstrategy. - If Home Depot’s cash flow story is intact. - Celsius’s $1.8 billion acquisition of Alani Nu. Then, (19:30) Alison Southwick and Robert Brokamp discuss …

1
Warren Buffett’s State of the Market 32:23

10d ago32:23

32:23

Berkshire’s cash hoard is approaching “Dr. Evil” levels. (00:21) Tim Beyers and Dylan Lewis discuss: - Warren Buffett’s message to investors and Berkshire Hathaway shareholders in his annual letter. - Berkshire’s growing cash position and what it might say about his view of the investing opportunities out there. - Apple’s $500B commitment to its Ad…

1
Mailbag: incl. Buy and Sell can’t be the only option? February 23, 2025 1:23:23

12d ago1:23:23

1:23:23

– Buy and Sell can’t be the only option? – Is the US dollar going to lose its status as the reserve currency? – Should I have an SMSF? – Should bank hybrids be banned? – How do you benchmark your returns? See omnystudio.com/listener for privacy information.LiSTNR

1
Malcolm Gladwell, Social Engineering and The Magic Third 36:51

13d ago36:51

36:51

If you haven’t changed your mind on anything in the past two decades, you should reconsider your beliefs. Malcolm Gladwell’s latest book is Revenge of the Tipping Point: Overstories, Superspreaders, and the Rise of Social Engineering and he is the host of the podcast Revisionist History. Dylan Lewis caught up with Gladwell for a conversation about:…

1
Walmart, Etsy Face Tighter Wallets 41:31

13d ago41:31

41:31

The key in retail right now? Multiple business segments that can carry companies through reduced discretionary spending. (00:21) Asit Sharma and Jason Moser discuss: - Walmart’s approach to tariffs, and what their results – paired with earnings from Etsy – say about the state of the consumer. - How MercadoLibre’s multi-pronged strategy keeps pushin…

1
The value of ‘value’. February 21, 2025 1:19:08

14d ago1:19:08

1:19:08

– The value of ‘value’ – Rates cut… but is it ‘one and done’? – NAB and Bendigo sink like stones – Whyalla goes broke, and governments step in See omnystudio.com/listener for privacy information.LiSTNR

1
What’s Cooking at Toast 31:31

14d ago31:31

31:31

… and why the stock is “nowhere near fully valued.” (00:21) Tim Beyers and Mary Long break down earnings from Toast, the restaurant tech company, and discuss Microsoft’s latest development in quantum computing. Then, (18:00), Kirsten Guerra joins Mary to check in on Roblox, how it stacks up against other gaming companies, and why the platform’s you…

1
The Infrastructure Behind the AI Revolution 33:59

15d ago33:59

33:59

If you’ve got a network that can’t go down, you call Arista Networks, a company building the infrastructure for the AI revolution. (00:21) David Meier and Ricky Mulvey discuss: - Why Microsoft and Meta rely on Arista Networks. - How Arista CEO, Jayshree Ullal, is managing Wall Street expectations. - The downfall of dating app Bumble. Then, (18:45) …

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1
We’re not in tariff-free Kansas any more, Toto. March 7, 2025 1:08:54

1
Kroger CEO Kicked Out of Grocery Store 30:41

1
Crypto's New Backer 34:00

1
Tariffs Become Reality 30:32

1
Now Serving: IPOs, Exits, Extra Cheese 29:04

1
Mailbag: incl. Take care of your portfolio like your body. March 2, 2025 1:11:57

1
The State of Weight-Loss Drugs 29:37

1
Nvidia, Apple, and Eli Lilly: Manufacturing the Future 40:01

1
In the shadow of a slump. February 28, 2025 1:17:54

1
What Drives Nvidia’s Growth? 23:52

1
“The Apple of Public Safety” 35:03

1
Celsius Pays for Growth 32:06

1
Warren Buffett’s State of the Market 32:23

1
Mailbag: incl. Buy and Sell can’t be the only option? February 23, 2025 1:23:23

1
Malcolm Gladwell, Social Engineering and The Magic Third 36:51

1
Walmart, Etsy Face Tighter Wallets 41:31

1
The value of ‘value’. February 21, 2025 1:19:08

1
What’s Cooking at Toast 31:31

1
The Infrastructure Behind the AI Revolution 33:59

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