Hand-Wavy Finance

Hand-Wavy Finance

S&P 500 companies mentioned “artificial intelligence” more than 1,000 times in the latest quarter, which is more than double from last year. Ricky Mulvey and Anand Chokkavelu took a look at the techniques behind “hand-wavy finance,” and how companies like to capture your attention. They discuss: - How Apple repeatedly “blew away” Wall Street analysts - The big bath strategy for reporting bad news - What previous hype cycles can teach investors about the latest, shiny new thing Companies discussed: AI, KR, GE, AAPL, META Host: Ricky Mulvey Guest: Anand Chokkavelu Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2150)

We Didn’t See That Coming from Airlines

We Didn’t See That Coming from Airlines

Just when you think you have a handle on how a company will react to rising oil prices, Delta Airlines goes and flips the idea on its head. Even though the industry could be facing significant increas...

17 Mar 26min

Another Day, Another Massive AI Infrastructure Deal

Another Day, Another Massive AI Infrastructure Deal

The Motley Fool’s Hidden Gem team talks about the latest AI infrastructure deal between Meta Platforms and neocloud company Nebius. They then pivot to talk about what’s happening with consumer spendin...

16 Mar 21min

David Pogue on Apple’s Suprising Past and AI Future

David Pogue on Apple’s Suprising Past and AI Future

What if Apple’s next massive growth engine has nothing to do with smartphones, but instead relies on AI-powered medical devices? Tech journalist David Pogue joins the show to discuss his new book, App...

15 Mar 25min

Make Your Money Last Forever, and the E-Shaped Economy

Make Your Money Last Forever, and the E-Shaped Economy

A survey from Allianz found that 64% of Americans worry more about running out of money than death. Host Robert Brokamp offers eight suggestions for making your portfolio last forever or until you die...

14 Mar 19min

Is Stagflation Creeping Into the Picture?

Is Stagflation Creeping Into the Picture?

GDP data released this week shows an economy that slowed to a crawl in the fourth quarter of 2025 as inflation picked up. That’s not a good sign now that oil prices have nearly doubled this year and j...

13 Mar 42min

Atlassian’s Layoffs are AI-Inspired

Atlassian’s Layoffs are AI-Inspired

Atlassian announced that it is letting about 10% of its workforce go today. Management said it was because AI is making the company more efficient, but we’re wondering if there is more to it than that...

12 Mar 26min

Who in Big Tech Is Ready for Agentic AI?

Who in Big Tech Is Ready for Agentic AI?

Amazon is fighting Perplexity over the startup’s shopping agents, showing the legacy tech companies may not be as comfortable with AI innovation as we may think. We also discuss Meta’s AI strategy and...

11 Mar 19min

Exciting (But Crowded) Opportunities

Exciting (But Crowded) Opportunities

A rush of new competition is flooding into areas like space and nuclear. We take a look at what is real, and what is hype. Tyler Crowe, Matt Frankel, and Lou Whiteman discuss: - What space invest...

10 Mar 24min

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