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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What to Know About a Stock’s Workforce

What to Know About a Stock’s Workforce

The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses ...

17 Jan 20min

Will Netflix Go All-Cash for WBD?

Will Netflix Go All-Cash for WBD?

Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We bre...

16 Jan 42min

Bank Profits Rise Amid Credit Card Uncertainty

Bank Profits Rise Amid Credit Card Uncertainty

Matt Frankel, Tyler Crowe, and Jon Quast discuss: - Earnings from six of the largest U.S. banks - The president's proposed cap on credit card interest rates - Stocks on our radar Companies discu...

15 Jan 22min

Google’s Hot Start to 2026

Google’s Hot Start to 2026

When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company a...

14 Jan 23min

For Data Centers, Power is the New Real Estate (Literally)

For Data Centers, Power is the New Real Estate (Literally)

Data centers are still the headline, but the real pinch points are power and real estate. Emily Flippen is joined by Motley Fool analysts Anders Bylund and Dan Caplinger to map the data center buildou...

13 Jan 23min

 Intel Hits a 52-Week High: Time to Buy?

Intel Hits a 52-Week High: Time to Buy?

On Friday, Intel (NASDAQ: INTC) hit a fresh 52-week high. Are higher highs in the forecast? We look at the U.S. government's backing of the business and what it might mean for future returns. Asit ...

12 Jan 22min

Interview with Zack Kass: The Next Renaissance

Interview with Zack Kass: The Next Renaissance

Zach Kass is a global AI advisor and former head of go-to-market at OpenAI, where he led the teams responsible for sales, partnerships and customer success. He was at OpenAI when the company launched ...

11 Jan 20min

Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?

Is the Retirement Safe Withdrawal Rate Below 4% or Almost 6%?

The No. 1 financial goal for most Americans is retirement. Once they retire, their primary goal becomes not running out of money. Host Robert Brokamp discusses the pros, cons, and tradeoffs of various...

10 Jan 24min

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