Tariffs Loom, Tesla Underdelivers
“Liberation Day” has arrived. (00:21) David Meier and Mary Long discuss: - When we’ll know if the longer-term tariff plan is working. - How different companies are bracing for impact. - Tesla’s sales slump. Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor. Companies discussed: WMT, TSLA, TXN, TSM Host: Mary Long Guests: David Meier, Ricky Mulvey, Jason Hall Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Huhti 31min
Are Investors Leaving U.S. Stocks?
The market is waiting for more clarity on tariffs. Fund managers are already making moves. (0:21) Bill Barker and Ricky Mulvey discuss: - How the market could react to tariff liberation day. - The impact from current tariffs for Harley Davidson. - If the motorcycle manufacturer is a value trap. - OpenAI’s funding round, valuing the hybrid non-profit at $300 billion. Then, (17:08) Alison Southwick and Robert Brokamp discuss how to recession-proof your finances. Companies discussed: HOG, OTC: SFTBY Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Alison Southwick Producer: Mary Long Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Huhti 30min
Apple Bites Into Healthcare
The company behind the iPhone aspires for its “greatest contribution” to be beyond personal computing. (00:21) Jason Moser and Mary Long discuss xAI’s latest purchase, Apple’s healthcare endeavors, and what Larry Fink is looking forward to. Then, (19:50), Anand Chokkavelu hosts Fool contributors Jason Hall and Tyler Crower for a Scoreboard episode on Next Era Energy. To become a premium Motley Fool member and gain access to all Scoreboard episodes, go to www.fool.com/signup. Companies mentioned: TSLA, META, AAPL, BLK, NEE Host: Mary Long Guests: Jason Moser, Anand Chokkavelu, Tyler Crowe, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd, Michael Schweitzer Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Maalis 29min
Right Trend, Wrong Stock
Investors weren’t exactly wrong to be excited about the companies trying to make meal kits and plant-based meat cool. But they sure haven’t made any money from those bets. So … what went wrong? Patrick Badolato is an Associate Professor of Instruction at the McCoombs School of Business at the University of Texas at Austin, where he teaches Accounting. He joins Ricky Mulvey for a conversation about companies that have opened the door for genuinely exciting opportunities, but haven’t yet been able to figure out a workable business model. They also discuss: Expanding your definition of competition. Why Blue Apron and Beyond Meat haven’t taken off like their IPO investors hoped. Whether Coca-Cola is at risk of becoming a “Cabbage Patch concept.” Companies/tickers discussed: KR, ACI, BYND, MCD, KO, NVDA, CELH, PEP, YETI Host: Ricky Mulvey Guest: Patrick Badolato Producer: Mary Long Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Maalis 46min
Volatility, Divestitures, and IPOs
Today we talk market volatility and inflation, the struggling dollar store industry, and a new AI initial public offering. Also, Asit and Matt have thoughts on some recent earnings reports, writer Ben Wallace joins us to talk about the history and future of Bitcoin, and, as always, we find out what stocks are on our analysts' radar. Host: Ron Gross Guests: Asit Sharma, Matt Argersinger, Ben Wallace Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Maalis 40min
The Future of Google Search
The majority of Alphabet’s sales comes from search, and ChatGPT’s product continues to get better. (00:21) Jason Moser and Ricky Mulvey discuss: - The 25% tariffs that the Trump administration announced for imported cars and auto parts. - How Google is trying to respond to the next era of search. - Robinhood’s quest to become the everything-finance app. Then, (17:17) Anthony Schiavone joins Ricky to talk about the state of the office market, and one workplace REIT that investors may want to consider. Bloomberg article link: https://www.bloomberg.com/news/features/2025-03-24/google-s-ai-search-overhaul-racing-chatgpt-for-the-web-s-future NYTimes article link: https://www.nytimes.com/2025/03/20/business/office-market-bottom-remote-work.html Companies discussed: GM, MGA, F, TSLA, GOOG, GOOGL, HOOD, BXP, ARE Host: Ricky Mulvey Guests: Jason Moser, Anthony Schiavone Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Maalis 29min
Chewy Fetches Growth
A discount retailer sheds some branches; a pet supply store picks up a few extra treats. (00:21) Tim Beyers and Mary Long discuss the difference in dollar stores and Chewy’s latest earnings. Then, (16:36), Tom Gardner and Andy Cross talk with Sezzle CEO Charlie Youakim for a closer look at the uniquely positioned buy-now-pay-later company. Companies discussed: DLTR, DG, WMT, CHWY, SZL Host: Mary Long Guest: Tim Beyers, Tom Gardner, Andy Cross, Charlie Youakim Producer: Ricky Mulvey Engineers: Dan Boyd, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Maalis 31min
Looking Back on Berkshire’s Outperformance
Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey discuss: - How Apple has driven Berkshire’s performance. - Disney’s flat returns over the past five years. - A jeans manufacturer that is smashing the market. Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day. Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Maalis 28min
