Lessons From Great Investors
The first rule of investing is don’t lose money. The other rules are a little more complicated. David Rubenstein is the Co-Founder and Co-Chairman of The Carlyle Group, and the author of ”How to Invest: Masters on the Craft”. Rubenstein joined John Rotonti to discuss: - Lessons from Warren Buffet, Larry Fink, and Seth Klarman - Genius and luck in investing - Happiness and expectations - Investing with a margin of safety Companies mentioned: CG, BLK, TSLA, HLT Host: John Rotonti Guest: David Rubenstein Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Des 202225min
More Jobs for Americans, More Confusion for Investors
If you're an investor trying to make sense of the conflicting signals from macroeconomic data, you're not alone. (0:21) Matt Argersinger and Jason Moser discuss: - A strong jobs report, latest housing data, and contrary indications from the retail industry - Ulta Beauty continuing a standout year - VICI Properties increasing its share of properties on the Las Vegas Strip - Signs of life from Okta - The latest from Salesforce, Five Below, and Crowdstrike (19:11) Deidre Woollard talks with Ben Miller, CEO of crowdfunding investment platform Fundrise, about commercial real estate and the trends he's watching for homebuilders and office space. Stocks discussed: ULTA, CRM, VICI, BX, OKTA, FIVE, CRWD, APRN, EXR, CRNC Host: Chris Hill Guests: Matt Argersinger, Jason Moser, Deidre Woollard, Ben Miller Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Des 202239min
Battling Giants
What's it like competing against a business that's 1,000 times bigger than your own? (0:21) Emily Flippen discusses: - Salesforce co-CEO Bret Taylor leaving his job exactly one year after he got it - Whether the market is overreacting to Taylor and underreacting to a strong 3rd-quarter report from Salesforce - Kroger's strong profits and prospects for expanding its grocery empire with a proposed acquisition of Albertson's (12:10) Jeff Santoro and Jamie Louko engage in "bull vs. bear" debate over cloud infrastructure company DigitalOcean. Stocks mentioned: CRM, CMG, TEAM, KR, ACI, DOCN, MSFT, AMZN, GOOG, GOOGL Holiday Music: Silent Night by Ska-J, Hey Skinny Santa by JD McPherson Host: Chris Hill Guests: Emily Flippen, Jeff Santoro, Jamie Louko Producer: Ricky Mulvey Engineers: Dan Boyd, Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
1 Des 202223min
FTX Collapse: Lessons for Investors
The Dow closes out a strong (relative to other indices) month, and we take a closer look at the collapse of FTX. (0:21) Jim Gillies discusses: - Why the Dow Jones Industrial Average is "the dumbest index" - Where investors can find ballast for their portfolios (15:12) What actually happened with the collapse of FTX? Dylan Lewis and Ricky Mulvey take a closer look at that, as well as some key takeaways for investors. Stocks mentioned: SHOP, AAPL, KO, MSFT, COIN, HOOD, MSTR Host: Chris Hill Guests: Jim Gillies, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Nov 202229min
Commodities...Seriously?
With more retail data rolling in, it might also be time to start paying attention to commodities. (0:21) Asit Sharma discusses: - Cyber Monday's results mirroring Black Friday's - How the headlines around strong holiday retail may be masking weakness underneath - Why stock investors may have to start paying attention to the price of copper (9:50) Alison Southwick and Robert Brokamp share some gift ideas the people on your list will actually enjoy. Stocks mentioned: ADBE Host: Chris Hill Guest: Asit Sharma, Alison Southwick, Robert Brokamp Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Nov 202220min
China Protests Hit U.S. Stocks, NFL Viewing Hits New Record
Apple's manufacturing challenges are just one of the story lines coming out of the recent protests in China. (0:21) Jason Moser discusses: - Black Friday's new record of $9 billion spent - How other retailers are competing with Amazon - NFL viewing on Thanksgiving Day setting new records (9:33) Bill Mann discusses: - Rising unemployment among China's young adults - How municipalities are "drowning in debt" - The challenges of sourcing ingredients and manufacturing in China for U.S. companies like Apple and Procter & Gamble Stocks mentioned: WMT, TGT, KSS, AMZN, ETSY, W, AAPL, SBUX, MCD, PG, YUMC Host: Chris Hill Guest: Jason Moser, Bill Mann, Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Nov 202218min
What Really Drives Stocks Higher?
Shoppers may need to switch from steak to bologna, but they still need to eat. That’s just one reason for investors to watch consumer staples if you’re concerned about a recession. Richard Bernstein is the CEO and Chief Investment Officer of Richard Bernstein Advisors. Before that he was the Chief Investment Strategist at Merrill Lynch. Motley Fool Senior Analyst John Rotonti caught up with Bernstein to discuss: - How growth stories can change through time. - Sectors showing the power of compounding dividends. - If a “Fed Put” still exists. Members of any Motley Fool service can watch the full interview here: https://www.fool.com/premium/live/video/4056/coverage/2022/11/16/interview-richard-bernstein-ceo-cio-richard-bernst/ Host: John Rotonti Guest: Richard Bernstein Producer: Ricky Mulvey Engineers: Heather Horton, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Nov 202224min
Hidden Moats
Some moats are obvious, like a fortress balance sheet or Live Nation’s ownership of the live music. Others are made on mountains that nobody else wants. If you look hard enough, you can find companies with unusual competitive advantages. Motley Fool Canada’s Jim Gillies and Iain Butler join Ricky Mulvey to discuss: - What it means for a company to have a moat - Key metrics that can show whether a company has a competitive advantage - Moats in utility poles, engineering software, and gentlemen’s clubs Companies mentioned: ADSK, LYV, POOL, RICK, MO, STLJF Host: Ricky Mulvey Guests: Jim Gillies, Iain Butler Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Nov 202226min
