The Election, The Fed, and What’s Next

The Election, The Fed, and What’s Next

The market appreciates certainty – this week it got a clear read on the next political administration and the near-term interest rate outlook. We break it all down, and give you a little reset from all the big picture talk. (00:40) Jason Moser and Bill Mann discuss: - The market’s reaction to the 2024 election and some of the sectors that might benefit from the policies of the Trump administration. - At all-time highs after earnings, will the good times keep rolling for Axon and Palantir? - Airbnb’s solid, but mature business, and why it is looking for other major segments to fuel the next chapters of growth. (19:04) We go back into the Fool vault for a palate cleanser – In a conversation from the original Motley Fool Radio Show in 2002 Tom and David Gardner interview Mr. Roger’s. They get everybody’s favorite neighbor to share his thoughts on how early experiences shape our relationship with money, the story behind his show, and the best gift any of us can give. (28:14) Jason and Matt talk through two stocks on their radar: The Trade Desk and Ferrari. Stocks discussed: AFRM, AXON, PLTR, ABNB, TTD, RACE Host: Dylan Lewis Guests: Bill Mann, Jason Moser, David Gardner, Tom Gardner, Fred Rogers Engineers: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

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Earnings Season Hits Overdrive

Earnings Season Hits Overdrive

The flood of earnings has begun and there are some surprises to investors. Spotify, Robinhood, and SoFi all dropped after results failed to impress, but these are still solid businesses. Plus, we cove...

29 Apr 18min

OpenAI Misses Expectations - Should Tech Investors Worry?

OpenAI Misses Expectations - Should Tech Investors Worry?

OpenAI reportedly missed its own growth and revenue expectations recently, and shares of Oracle and other companies with large deals with the AI giant are trading lower. In this episode, the team disc...

28 Apr 21min

A New Chapter in AI’s Most Powerful Partnership

A New Chapter in AI’s Most Powerful Partnership

Jon Quast, Matt Frankel, and Rachel Warren discuss: -Financial results from Domino’s Pizza and what it tells us about the economy -Microsoft and OpenAI modify the terms of their partnership -Qualco...

27 Apr 27min

Morgan Housel on History, AI, and the Future of Investing

Morgan Housel on History, AI, and the Future of Investing

Morgan Housel is the bestselling author of The Psychology of Money, Same As Ever, and The Art of Spending Money. At our recent Motley Fool member event, Senior Vice-President of Rule Breakers strategy...

26 Apr 22min

A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances

A Guide to the Backdoor Roth IRA, and Heirs Squandering Inheritances

People look forward to retirement as a time of fewer obligations, but it can also be a time of lower taxes, especially if you have money in Roth retirement accounts. However, if you earn too much mone...

25 Apr 16min

The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

The Jobs/Cook Era at Apple, Intel & AI, and Another SaaSpocalype

AI is driving the market in multiple directions in 2026 and this week’s winner was Intel, who has such high demand it’s selling chips it once thought were worthless. We discuss the dynamics and get to...

24 Apr 42min

Earnings Season Ramps Up -- And We've Seen Some Surprises

Earnings Season Ramps Up -- And We've Seen Some Surprises

Earnings season is now in full swing, and we recently got a look at the latest results from Tesla (NASDAQ: TSLA) and some of the most prominent technology companies in the market. In today's episode, ...

23 Apr 24min

SpaceX Goes on $60 Billion AI Buying Spree

SpaceX Goes on $60 Billion AI Buying Spree

SpaceX is buying another AI company, this time it’s Cursor. The space company has transformed itself into an AI company, but does this mean it can catch up to Google, Anthropic, or OpenAI? Plus, we co...

23 Apr 19min

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