Coffee, Chips, and Credit Cards

If a bank has to make a statement about its safety and soundness, that’s usually a bad sign. Sultan Meghji is the former Chief Innovation Officer of the Federal Deposit Insurance Corporation (FDIC) and a professor at  the Pratt School of Engineering at Duke University. Ricky Mulvey caught up with Meghji to discuss: - Where Silicon Valley Bank and the FDIC faltered in the lead-up to the bank run - Ripple effects from the recent bank runs that investors should consider - Hindenburg’s report on Block - How to pack a "go bag" for your savings Companies mentioned: JPM, SIVBQ, FRC, FIZN, SQ, SBUX, ORCL Host: Ricky Mulvey Guest: Sultan Meghji Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

2 Huhti 202328min

Before you make the rules, you might have to break the rules.   Chris Hill talks with David Gardner, co-founder of The Motley Fool and Chief Rule Breaker, about: - How he taught his children to invest - Memorable financial lessons from April Fool’s Day pranks in the past - What happens to rule breaker companies when they grow - The Fool Foundation’s mission and upcoming online event   To register for the free online event on April 14th with David Gardner, just go to foolfoundation.org.   Stocks discussed: DUOL, AAPL, AMZN, BABA, GOOG, META, DIS, SBUX   Host: Chris Hill Guest: David Gardner Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

1 Huhti 202324min

The Nasdaq rose 17% in the 1st quarter, but we're not popping champagne just yet. (0:21) Ron Gross and Matt Argersinger discuss: - New inflation data and real estate concerns in Silicon Valley - Why they're watching company margins and guidance updates over the next few weeks - Disney shutting down its metaverse division - Lululemon's (unsurprising) write-down of Mirror - The latest from Walgreens, RH, and McCormick (19:11) Brad Stone, head of Bloomberg's global tech coverage, weighs in on the state of affairs at Amazon, whether Jeff Bezos will return as CEO, and what to watch in the growing industry of AI and ChatGPT. (32:40) Matt and Ron discuss Moderna's prospects, Pepsi's new logo, and share two stocks on their radar: ERP Properties and Wesco International. To get your copy of our free report "Top Stocks For Rising Interest Rates" just go to fool.com/interest. Stocks discussed: DIS, META, LULU, WBA, RH, MKC, AMZN, GOOG, MRNA, PEP, EPR, WCC Host: Chris Hill Guests: Ron Gross, Matt Argersinger, Brad Stone Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

31 Maalis 202339min

It helps to know the difference between an investing opportunity and a falling knife.   (0:21) Asit Sharma discusses: - RH (aka, Restoration Hardware) wrapping up a rough fiscal year. - How the retailer's great margins during the pandemic have gotten....less great. - Electronic Arts and Roku joining the list of tech companies laying off employees. (12:40) Jason Moser and Matt Frankel take a closer look at beaten-down bank stocks with strong fundamentals. Companies discussed: RH, ROKU, EA, KRE, SCHW, SOFI, BAC, ALLY Host: Chris Hill Guests: Asit Sharma, Jason Moser, Matt Frankel Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

30 Maalis 202324min

Gordon Moore and Moore's Law helped define a transformational period in technology. We reflect on his legacy and look at how the next chapter of tech leaders are trying to shape the future and the development of AI.  (00:21) Tim Beyers discusses: - Moore's Law and Gordon Moore's mark on the tech industry and the world - How semiconductors became such a critical industry - Intel's disciplined approach to capital allocation AI Open Letter: https://futureoflife.org/open-letter/ai-open-letter/  (15:46) Nick Sciple and Tim Beyers go head to head in our Market Madness Championship. Who will cut down the nets?  Companies discussed: INTC, MDNY, BWXT  Host: Dylan Lewis  Guests: Tim Beyers, Nick Sciple  Producer: Ricky Mulvey  Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

29 Maalis 202323min

Before you buy shares of a company, what should investors look for in a CEO?   (0:21) Bill Mann discusses: - Alibaba announcing its intention to split into 6 separate companies - Whether Amazon and Alphabet are discussing (or hearing from investment banks about) the same thing - Why he's watching where these companies raise money for their eventual IPOs  (11:05) Alison Southwick and Robert Brokamp talk with Asit Sharma about his framework for evaluating leadership. Companies discussed: BABA, ASML, AMZN, GOOG, JD, T, NOW, NVDA, SFIX, DOCN Host: Chris Hill Guests: Bill Mann, Alison Southwick, Robert Brokamp, Asit Sharma Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

28 Maalis 202323min

Shares of the Raleigh, NC-based bank rose more than 50%.   (0:20) Jason Moser discusses: - First Citizens Bank buying (at a discount) $72 billion worth of Silicon Valley Bank's assets - Four tools (two free, two with a subscription fee) he uses in his investing research - The balance of weighing a company's information with the financial media's reporting on that information (10:30) Buck Hartzell talks with Michael Kehoe, CEO of Kinsale Capital Group, about the specialty insurance landscape and his company's competitive advantage.   Send your investing questions to podcasts@fool.com Companies discussed: FCNCA, KNSL   Host: Chris Hill Guests: Jason Moser, Buck Hartzell, Michael Kehoe Producer: Ricky Mulvey Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

27 Maalis 202318min

Even if there are not many obvious warning signs, a gut feeling can tell you when something seems amiss.  Kelly Richmond Pope is the Dr. Barry Jay Epstein Endowed Professor of Forensic Accounting at DePaul University and the author of the book “Fool Me Once: Scams, Stories, and Secrets from the Trillion-Dollar Fraud Industry.” Pope joined Ricky Mulvey to discuss: - How to talk to aging relatives about fraud - What your “gut feeling” can tell you about potential scams  - What generative AI means for the future of fraud Company discussed: WFC Host: Ricky Mulvey  Guest: Kelly Richmond Pope Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

26 Maalis 202332min