Yellow Can’t Keep On Trucking
Freight company Yellow stopped operations and a bankruptcy is expected as the next move. (00:21) Bill Barker and Deidre Woollard discuss: - Why Yellow shut down and what place it occupied in the world of trucking. - SoFi’s strong quarter and what it needs to become profitable. - Tupperware and the danger of meme stocks. (19:39) Mauro Guillén, author of “The Perennials”, makes the case for abandoning traditional generational views of society, career development, and retirement. Companies discussed: YELL, SOFI, TUP, ODFL, FDX, XPO Host: Deidre Woollard Guests: Bill Barker, Mauro Guillén Producer: Ricky Mulvey Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choices. Visit megaphone.fm/adchoices
31 Juli 202330min
Anglerfish, Gila Monsters, and the Origin of Weight Loss Drugs
Weight loss drug sales are estimated to hit $44 billion by 2030. Many of these treatments can thank previously obscure research on a carnivorous deep sea fish for their development. Rolfe Winkler is a reporter for the Wall Street Journal covering digital health. Ricky Mulvey caught up with Winkler to discuss: - The origins and science behind weight loss drugs. - The challenge of selling lizard venom research to pharmaceutical companies. - What decades-old research on anglerfish reveals about modern side effects for Ozempic. - And why it’s “not too hard” to keep dozens of Gila Monsters in your basement. “Monster Diet Drugs Like Ozempic Started With Actual Monsters”: https://www.wsj.com/articles/ozempic-mounjaro-gila-monster-anglerfish-8c9c1ff2 Companies mentioned: NVO, LLY Host: Ricky Mulvey Guest: Rolfe Winkler Engineers: Tim Sparks, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
30 Juli 202320min
Rule Breaker Investing Fundamentals
Investing has plenty of rules. Don’t invest in stocks without earnings. Sell half your position after a stock doubles. But, who made those rules anyway? Ricky Mulvey caught up with Rule Breakers Lead Advisor Tim Beyers and The Motley Fool’s co-founder and Chief Rule Breaker David Gardner to discuss: - What makes a business a Rule Breaker. - Investing lessons from Apple, Tesla, and Intuitive Surgical. - How to invest like a venture capitalist. - Creating your own investing rules. - What risk actually means for an investor. Companies mentioned: TSLA, ISRG, AAPL, SNOW, CRM, TOST Host: Ricky Mulvey Guests: David Gardner, Tim Beyers Engineer: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices
29 Juli 202333min
Show Me the Earnings!
The earnings parade is on, and this quarter it pays to be in the black. (00:21) Matt Argersinger and Emliy Flippen discuss: - The Fed’s latest rate hike and why another seems in the cards. - Why earnings updates ended epic runs for Chipotle and Spotify. - How big tech’s cost cutting is going. (19:11) Bonus earnings coverage from Matt and Emily on Roku, Mastercard, Coca-Cola, and Live Nation. (31:31) Emily and Matt break down two stocks on their radar: BorgWarner and Invitation Homes. Stocks discussed: CMG, SPOT, META, GOOG, GOOGL, MSFT, ROKU, MA, KO, LYV Host: Dylan Lewis Guests: Matt Argersinger, Emily Flippen Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
28 Juli 202339min
Meta Has 3 Billion Users. Now What?
Meta has our attention but will we follow Mark Zuckerberg into the metaverse? (00:21) Asit Sharma and Deidre Woollard discuss: - Meta’s soaring ad impressions amid a tough advertising market. - If Mark Zuckerberg will need to choose between AI and the metaverse. - How Chipotle is using robots to boost efficiency. (19:45) Matt Frankel interviews Walker & Dunlop CEO Willy Walker on commercial real estate debt and the challenges facing multifamily housing development. Companies discussed: META, CMG, SBUX, WD Host: Deidre Woollard Guests: Asit Sharma, Matt Frankel, Willy Walker Producer: Ricky Mulvey Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
27 Juli 202333min
Microsoft and Alphabet’s Cash Stacks
Microsoft’s cash flow is astounding, and Alphabet’s CFO moves to a pretty cool position – CIO with a big check book. (00:13) Tim Beyers and Dylan Lewis discuss: - Microsoft’s strong cloud business, and why the stock’s selloff on guidance is misguided - The slow roll of AI and how investors need to be patient with new tech efforts. - Why Alphabet may have more good days ahead of it when the advertising market rebounds. - The legacy of Alphabet CFO Ruth Porat (16:14) Match group and Bumble have millions of paid users... but how many of those daters are sticking around for a while? Mary Long caught up with Motley Fool contributor Ryan Henderson to discuss the business of dating apps. Companies discussed: MSFT, GOOG, GOOGL, BMBL, MTCH Host: Dylan Lewis Guests: Tim Beyers, Mary Long, Ryan Henderson Engineers: Tim Sparks, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
26 Juli 202325min
What Makes a Good 401(k)?
When interest rates rise, investors are supposed to move to safer assets. (00:14) Jim Gillies and Ricky Mulvey discuss: - Medpace shares hitting an all time high. - If investors should prepare for a market correction during a "dopamine fiesta". - The bull case for air bags and seatbelts. Plus, (16:37) Robert Brokamp takes a look at how Americans are saving for retirement, and how to make better use of a 401(k). Companies discussed: MEDP, ALV Pullback report: www.fool.com/pullback Host: Ricky Mulvey Guests: Jim Gilles, Robert Brokamp Engineers: Tim Sparks, Heather Horton Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Juli 202329min
Box Office Is Back, For Now
A good weekend at the box office doesn’t mean movie theaters are out of the woods yet (00:15) Jason Moser and Deidre Woollard discuss: - Why partnerships may be the future for ESPN. - How a decision on AMC’s preferred stock complicates its future. - The importance of loyal pizza lovers for Dominos. (17:13) Sanmeet Deo and Ricky Mulvey look at the short report for Xponential Fitness and separate out the inflammatory from the potentially concerning. Companies discussed: DIS, DPZ, AMC, APE, XPOF Host: Deidre Woollard Guests: Jason Moser, Ricky Mulvey, Sanmeet Deo Producer: Ricky Mulvey Engineers: Tim Sparks, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Juli 202328min
