Management Weighs in on the Macro
As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariffs. (00:21) Jason Moser and Matt Argersinger discu...
18 Huhti 202540min
Big Earnings Energy
In the face of a trade war, Taiwan Semiconductor is not changing its outlook. (00:21) Tim Beyers and Ricky Mulvey discuss: - Earnings from Taiwan Semiconductor and what’s behind the company’s impress...
17 Huhti 202530min
Rule Changes → Chip Charges
Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit. (00:21) Ant...
16 Huhti 202527min
Are Retail Stocks a Bargain?
“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein. (00:14) Jim Gillies Ricky Mulvey and discuss: - Fund manage...
15 Huhti 202532min
Tariffs Enter a Liminal Space
The old order is gone. When will the new one arrive? (00:14) Asit Sharma and Mary Long discuss: - How to make sense of “tariff buckets.” - What a French ethnographer can teach us about the current mo...
14 Huhti 202530min
Aswath Damodaran, Investing in Uncertainty
Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Ana...
12 Huhti 202535min
Tariffs, Trump, and Turmoil
Today we talk economic uncertainty, airlines, building materials, and assorted spirits. Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few week...
11 Huhti 202540min
The Day After the Market Skyrocketed
If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss: - Their reflections on one of the best ...
10 Huhti 202534min
