Scott Galloway on CEOs, Big Tech, and Energy

Scott Galloway on CEOs, Big Tech, and Energy

(0:21) Ron Gross, Maria Gallagher, and Jason Moser discuss: - Nike’s tough quarter. - Macro headwinds for Carmax. - Questions about Peloton’s retail strategy. - Lululemon’s new subscription service. - Signs that Cintas is focused on the long-term. - Amazon’s data strategy and product announcements. (19:11) Scott Galloway, author of “Adrift: America in 100 Charts,” discusses his new book, why nuclear energy needs a rebrand, and the CEO that’s created the most shareholder value in history. (37:21) Jason Moser and Maria Gallagher share two stocks on their radar: Cadence Design Systems and Target. Hosts: Ron Gross, Chris Hill Guests: Scott Galloway, Maria Gallagher, Jason Moser Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Companies mentioned: NKE, KMX, PTON, DKS, LULU, BBBY, AMZN, MTN, CTAS, CCL, CDNS, TGT, AAPL, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(2310)

Crucial Steps for the “Pre-Go” Years Before Retirement

Crucial Steps for the “Pre-Go” Years Before Retirement

We spend years squirreling away money that we eventually hope to live off of in retirement. What should we be doing as we get closer to the big day? Host Robert Brokamp discusses potential strategies ...

22 Aug 30min

Cancer Vaccines & Data Center Drama

Cancer Vaccines & Data Center Drama

The market is fixated on interest rates and data centers this week. Rates continue to rise along with the U.S. debt, which may ultimately put pressure on companies across the market. Data centers have...

21 Aug 41min

Is AI the Answer to Big-Box Retail’s Woes?

Is AI the Answer to Big-Box Retail’s Woes?

The big box retailers are reporting earnings, and there are plenty of headwinds to discuss. But among the common themes this earnings season, these companies are leaning into AI (and AI assistants wit...

20 Aug 29min

Behind The Most Exciting Stock Pop In Years!

Behind The Most Exciting Stock Pop In Years!

Target reported solid earnings this morning, which is a great sign for the consumer, but the big news today was from Moderna. The company’s clinical trial results for a cancer vaccine were so encourag...

20 Aug 19min

The Bond Market Selloff is Showing up in Earnings Reports

The Bond Market Selloff is Showing up in Earnings Reports

Most of the time, stock investors don’t pay attention to the bond markets. But when the words “not seen since 2007” start getting thrown around, investors start to look at lot harder at what’s going o...

18 Aug 22min

Berkshire Hathaway Hasn’t Done This in Over 3 Years

Berkshire Hathaway Hasn’t Done This in Over 3 Years

Berkshire Hathaway is a net buyer of stocks again for the first time in nearly 4 years, but new CEO Greg Abel still had some surprising stocks to sell during the quarter. Jon, Matt, and Rachel break d...

17 Aug 29min

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

Mastercard CEO: AI Shopping Agents, Machine-to-Machine Payments, and the New Infrastructure of Commerce

What happens when an AI agent does your shopping — and how do you make sure it doesn't order two grills instead of one? In Part 2 of his conversation with Motley Fool CEO Tom Gardner, Mastercard CEO M...

16 Aug 27min

How Your Social Security Benefit Is Actually Calculated

How Your Social Security Benefit Is Actually Calculated

Think you know how Social Security calculates your benefit? Chances are, you're missing at least one piece of the puzzle. Host Robert Brokamp takes a listener’s real-world question and turns it into a...

15 Aug 12min

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