Price Hikes or Push to Ad-Tier?

Price Hikes or Push to Ad-Tier?

Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier? (00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leading margins. - The Craig Jelenik era at Costco and how the company is doing succession right. (19:04) Motley Fool Money’s Deidre Woollard caught up with McKeel Hagerty, CEO of Hagerty about his company’s focus – insuring classic cars, as well as his favorite ride, and the unique ways Hagerty tries to reach new customers. (32:11) Jason and Matt break down two stocks on their radar: Chipotle and Home Depot. To get our special Stock Advisor offer for podcast listeners, head to: fool.com/mfmdiscount Stocks discussed: NFLX, TSLA, COST, PLD, BX, TSM, HGTY, CMG, HD Host: Dylan Lewis Guests: Jason Moser, Matt Argersinger, McKeel Hagerty, Deidre Woollard Engineers: Rick Engdahl, Chace Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices

Episoder(2146)

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

Surging Oil Prices Spark Market Jitters

Surging Oil Prices Spark Market Jitters

The Motley Fool’s Hidden Gems team discusses some historical disruptions in the energy market, explaining why they’re facing the uncertainties with timeless Motley Fool investing principles. The team ...

9 Mar 20min

A New Kind of Intelligence

A New Kind of Intelligence

What if the greatest predictor of your investing success isn't your IQ or emotional intelligence, but your ability to strategically unlearn? Leadership coach and author Liz Tran talks about her new bo...

8 Mar 24min

How Much Should You Have in the Stock Market?

How Much Should You Have in the Stock Market?

One of the biggest determinants of your future net worth will be your asset allocation – how you apportion your portfolio to cash, bonds, and stocks (and the types of stocks you choose). In Month 3 of...

7 Mar 21min

What We’re Doing (or Not Doing) as the Market Drops

What We’re Doing (or Not Doing) as the Market Drops

The conflict in Iran is on every investor’s mind as stocks seem to sink day after day. But panic is never the right answer and we discuss what we’re doing (or not doing) in today’s market. Then we dee...

6 Mar 42min

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