Coffee, Chips, and Credit Cards

No one is putting Pepsi on a list of "sexy stocks" but its performance this year has been crushing the market. (0:21) Asit Sharma discusses: - Pepsi's ability to increase prices that customers are still willing to pay - The role of "shrinkflation" in Pepsi's strategy - Market reaction to the latest Producer Price Index data and what he's watching with Thursday's CPI report (10:05) Did you know Disney tried to make interactive theme parks in the late 1990s? Ricky Mulvey talks with Rick Munarriz about DisneyQuest and its potential parallels to the metaverse today.  Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: PEP, DIS, META Host: Chris Hill Guests: Asit Sharma, Rick Munarriz Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

12 Loka 202222min

It's hard to argue with a headline like "The Great Post-Covid Online Shopping Bet Was a Costly Delusion", but we're going to anyway. (0:21) Bill Mann  discusses: - Why the investments Amazon and Shopify made were not a "delusion" - What to watch for among online retailers this holiday shopping season - Inventory management being the metric to watch in early 2023 (11:13) Mark Kantrowitz is an expert on saving for college and author of "Filing the FAFSA". Robert Brokamp talks with him about some of the most common errors people make when applying for financial aid. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: AMZN, SHOP, W Host: Chris Hill Guests: Bill Mann, Robert Brokamp, Mark Kantrowitz Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

11 Loka 202225min

It's quiet before earnings season. Too quiet. (0:21) Jason Moser discusses: - Expectations for earnings season (which really starts on Friday) - Jamie Dimon's comments about a U.S. recession being 6-9 months away - Key data around consumer savings and spending (11:58) In 2017 Intel bought Mobileye, a self-driving car company, for $15 billion. As Intel prepares to spin it out, Dylan Lewis and Ricky Mulvey discuss the relative attractiveness of the soon-to-be public Mobileye. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: ADBE, INTC, MBLY Host: Chris Hill Guests: Jason Moser, Dylan Lewis Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

10 Loka 202224min

You’ve got questions, so we rounded up some Fools with answers! In this fall mailbag we’re answering your voicemails and emails about: - Adobe’s $20 billion acquisition of Figma - If a cannabis REIT is a good buy - Luxury goods stocks as a hedge against inflation - Using dividend payments for a mortgage Got a question for the show? Call the Motley Fool Money hotline at 703-254-1445. Companies mentioned: XOM, RACE, RH, SWGAY, LVMUY, CPRI, MTN, PEB, ADBE, DOMO, IIPR Host: Chris Hill Guests: Matt Argersinger, Dylan Lewis, Tim Beyers, Emily Flippen, Jason Moser, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

9 Loka 202228min

Your remote control, the fastest supercomputers in the world, and artificial intelligence applications have something in common: the semiconductors needed to make them work. Jason Moser and John Rotonti dig into one of the most important industries in the world and discuss: - The semiconductor value chain - Geopolitical risks (and opportunities) and the industry's cyclicality - Implications of the CHIPS Act - One critical chipmaker that’s cheaper than the S&P 500  Companies mentioned: NVDA, CDNS, SNPS, ASML,  LRCX,  AMAT, TOELY, ASML, TER, INTC, TSM, SSNLF, AMD, QCOM,  KLAC Host: Jason Moser Guest: John Rotonti Producer: Ricky Mulvey Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

8 Loka 202224min

Make no mistake, investors, September's jobs report is just one more indication that the Federal Reserve will increase interest rates in November. (0:21) Andy Cross and Jason Moser discuss: - AMD warning about lower revenue - Constellation Brands posting a lost in the 2nd quarter - Apple looking to boost production in India - Macy's gaining inventory insights from its own credit-card data - The latest from McCormick, Peloton, and more (19:11) Malcolm Ethridge, host of "The Tech Money Podcast", weighs in on prospects for more interest rate hikes, expectations for earnings season, why he's watching seasonal hiring, and the S&P 600. (32:45) Jason Moser and Andy Cross discuss the possibility of DraftKings signing an exclusive partnership with ESPN, and share two stocks on their radar: Alphabet and Dream Finders Homes. Stocks mentioned: AMD, NVDA, MKC, STZ, PTON, AAPL, M, TGT, NKE, DKNG, DIS, GOOG, GOOGL, DFH Host: Chris Hill Guests: Andy Cross, Jason Moser, Malcolm Ethridge Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

7 Loka 202239min

Amazon is the latest to signal its intentions around holiday retail hiring. (0:21) Maria Gallagher discusses: - Amazon's announcement it will increase hourly pay and hire 150,000 seasonal workers - Data around consumer spending sentiment - Why she's watching how higher-end retailers will fare this year (8:53) You may enjoy a cold Sam Adams, Angry Orchard cider, or Truly hard seltzer, but does that make parent company Boston Beer Co. a good investment? Jason Hall and Travis Hoium engage in our latest bull vs. bear debate! Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: AMZN, UPS, TGT, WMT, LULU, SAM  Host: Chris Hill Guests: Maria Gallagher, Travis Hoium, Jason Hall Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

6 Loka 202215min

Elon Musk says he's going to buy Twitter at the original price, and this time he means it! (0:21) Bill Mann discusses: - His belief that the Musk/Twitter deal will get done - Forward guidance being the thing he'll be watching in the upcoming earnings season - Why he believes stagflation is the biggest risk to the economy right now (10:50) If you think SaaS companies are efficient, can we interest you in a retailer that that sells gently-used goods?  Jim Gillies discusses a small cap business that's been rewarding shareholders. Got questions about stocks? Call the Motley Fool Money Hotline at 703-254-1445. Stocks discussed: TWTR, TSLA, WINA, EBAY  Host: Chris Hill Guests: Bill Mann, Jim Gillies Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

5 Loka 202225min