Mag Seven or Lag Seven?

Mag Seven or Lag Seven?

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive now for new money. - Holiday e-commerce and retail numbers, and what they say about the shopping season. - Why Walgreen’s status as a Dividend Aristocrat is over. (19:11) David Gardner shares some timeless investing advice and some inspiration to kick off 2024. (34:20) Jason and Matt break down two stocks on their radar: UiPath and Pebblebrook Hotel Trust. Stocks discussed: AAPL, NVDA, GOOG, GOOGL, TSLA, META, WBA, NFLX, NET, MTN Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser, David Gardner Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not

Bethany McLean, veteran investigative journalist and co-author of The Smartest Guys in the Room, saw the end of Enron coming, and is now watching the AI trade very carefully. She has questions the mar...

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It’s the first Saturday of the month, which means it’s time for the next installment of our 2026 Financial Planning Challenge. We’ve spent most of this year discussing how to accumulate and manage wea...

1 Aug 27min

When Leverage Goes Wrong on Wall Street

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The week was dominated by hedge fund Situational Awareness being forced to sell its equity holdings, leading to both a drop and a pop in AI-related stocks. What went wrong and what can we learn? Pl...

31 Juli 40min

Microsoft Shows the Mag7 What AI Investment Looks Like

Microsoft Shows the Mag7 What AI Investment Looks Like

Investors are taking a more scrutinous approach to all of the capital spending the Mag7 stocks are throwing at AI data centers. The one standout this quarter (so far) is Microsoft. Matt, Lou, and Tyle...

30 Juli 21min

The Consumer Is All Right!

The Consumer Is All Right!

Earnings season has shown us that consumers are still spending and paying their bills, as indicated by SoFi and Visa’s results. That should give investors some confidence as more companies report. Whe...

29 Juli 20min

Paypal to Stripe: You’re Going to Have to Do Better Than That

Paypal to Stripe: You’re Going to Have to Do Better Than That

Even though PayPal CEO Enrique Lores never directly addressed the recent buyout offer in its earnings report, the message was pretty clear: Stripe’s offer is too low. Matt, Lou, and Tyler digest PayPa...

28 Juli 25min

The Hottest IPO of 2026 Will Shock You

The Hottest IPO of 2026 Will Shock You

Memory has been hot in 2026 and that was no different today. China’s CXMT went public and gained nearly 500% on its opening day. We discuss the IPO along with NVIDIA potentially guaranteeing hundreds ...

27 Juli 20min

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines

The journalist who exposed Enron before Wall Street did has spent decades studying how companies unravel — and the warning signs are almost always there before the collapse. Motley Fool analyst Rachel...

26 Juli 27min

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