Cybersecurity Soars, Cyclical Stocks Cycle

Cybersecurity Soars, Cyclical Stocks Cycle

Gotta-have-it businesses like Crowdstrike aren’t seeing any slowdown this earnings season, but goods like RVs and high-end athleisure aren’t exactly flying off the shelves. (00:21) Bill Mann and Jason Moser discuss: - The strength of Crowdstrike’s recent earnings and cybersecurity spend, a cyclical company that looks interesting, and why even at valuation lows, Lululemon has some work to do. - Why some investors are interested in starting a new stock exchange in Texas and Spotify’s latest price hikes. (19:11) The regulatory environment continues to heat up – late last month the DOJ filed its latest antitrust suit against ticketing giant Live Nation. Motley Fool Canada analyst Nick Sciple unpacks the case and what it might mean for Live Nation and investors. (32:24) Jason and Bill break down two stocks on their radar: Docusign and Casey’s General Stores. Stocks discussed: CAVA, NDAQ, KR, ORCL, SPOT, SHOP, CVX, BUR Host: Dylan Lewis Guests: Bill Mann, Jason Moser, Nick Sciple Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

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Assessing the Rise of Chinese EV Manufacturers

Assessing the Rise of Chinese EV Manufacturers

Chinese electric vehicles are quickly becoming a dominant force in the industry. Rapid growth is putting these cars on the map worldwide, but it hasn’t necessarily translated into profits. We take a l...

14 Apr 22min

Goldman Sachs Kicks Off Earnings Season

Goldman Sachs Kicks Off Earnings Season

Motley Fool contributors Jon Quast, Rachel Warren, and Jason Hall discuss financial news that investors should know about. On today’s show, this includes recent financial results from investing bank G...

13 Apr 25min

The Psychedelic Revolution

The Psychedelic Revolution

What if the next big breakthrough in mental health care has nothing to do with taking a daily pill? Founders of the Integrative Psychiatry Institute, Dr. Will Van Derveer and Keith Kurlander, join the...

12 Apr 24min

Hannah Moore on How to Become a Professional Financial Planner

Hannah Moore on How to Become a Professional Financial Planner

Perhaps, amidst all your reading and podcast-listening about personal finances, you’ve thought to yourself, “I should explore becoming a professional financial planner.” If so, this is the episode for...

11 Apr 26min

AI’s Most Dangerous Moment

AI’s Most Dangerous Moment

The first quarter of 2026 is in the rearview mirror and earnings season begins next week. We discuss what we’re looking for along with the latest in the world of artificial intelligence at the biggest...

10 Apr 42min

Will AI Destroy the Software Industry?

Will AI Destroy the Software Industry?

Matt Frankel, Tyler Crowe, and Jon Quast discuss: Why software stocks are down amid AI concerns The SaaS companies likely to be the most vulnerable Software stocks that could win in an agentic AI...

9 Apr 26min

Why Alphabet is the Winner from Anthropic’s Incredible Growth

Why Alphabet is the Winner from Anthropic’s Incredible Growth

Anthropic has tripled revenue in the first three months of 2026, but the biggest beneficiary may be Alphabet. The company owns 14% of Anthropic and the AI startup is buying the company’s TPUs and usin...

8 Apr 18min

Breaking Down Jamie Dimon’s Investing Letter

Breaking Down Jamie Dimon’s Investing Letter

Reading Jamie Dimon’s annual letter to shareholders is one of those calendar events. For those who haven’t had time to read it, we broke down some of the big takeaways from the letter as well as pushe...

7 Apr 24min

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