Aswath Damodaran, Investing in Uncertainty
Compared to Turkey, the United States is an ocean of stability. Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss: - How politics and investing have become intertwined. - Damodaran’s view on Mag7 valuations. - The role of taxes in deciding whether to buy or sell stocks. Motley Fool members can find replays from the entire event at live.fool.com. Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT Host: Matt Argersinger Guest: Aswath Damodaran Producer: Ricky Mulvey Engineer: Rick Engdahl, Chase Przylepa Learn more about your ad choices. Visit megaphone.fm/adchoices
12 Apr 35min
The Day After the Market Skyrocketed
If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains. (00:21) Asit Sharma and Ricky Mulvey discuss: - Their reflections on one of the best days in the market since WWII, and the hangover today. - Nike and Lululemon getting caught in a brewing trade war. - Andy Jassy’s annual letter to Amazon shareholders. Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for investors to watch as companies report earnings. Companies discussed: NKE, LULU, AMZN, NFLX, IQ, LCID, CSCO Host: Ricky Mulvey Guests: Asit Sharma, Mary Long, Tim Beyers Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
10 Apr 34min
A Pause for Most Tariffs
President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up. (00:21) Jason Moser and Ricky Mulvey discuss: - The market’s extreme reactions to tariff news. - China’s “nuclear option” for the U.S. economy. - The key themes coming up this earnings season. - Looking for opportunities in an uncertain environment. Host: Ricky Mulvey Guest: Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
9 Apr 34min
Sahil Bloom, The 5 Types of Wealth
Your finances are one important piece of building a wealthy life. Sahil Bloom writes The Curiosity Chronicle newsletter and is the Managing Partner of SRB Ventures, a venture investment firm. His first book is The 5 Types of Wealth: A Transformative Guide to Design Your Dream Life. Robert Brokamp caught up with Bloom for a conversation about: - Why money does buy happiness (to an extent). - Managing your time wealth. - What social media gets wrong about health advice. - The case for creating an energy calendar. Company discussed: AAPL Producer’s note: We’ve got a full company onsite meeting this Monday and Tuesday. A new Motley Fool Money episode will drop on Wednesday, April 9. Host: Robert Brokamp Guest: Sahil Bloom Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
5 Apr 44min
Lions, and tigers, and tariffs. Oh my!
Today we talk about the economic and market impacts of tariffs, some business partnerships, and a couple of weak earnings reports. Also, Andy Cross talks to Schwab Chief Investment Strategist Liz Ann Sonders. And Asit and Jason share two stocks on their radar. Host: Ron Gross Guests: Asit Sharma, Jason Moser, Andy Cross, Liz Ann Sonders Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
4 Apr 40min
You Can’t Tariff Love
The markets are taking a beating on Liberation Day tariff announcements. What do the announcements mean long term? It’s anyone’s guess. (00:21) Nick Sciple and Ricky Mulvey discuss: - Why markets are reacting so strongly to the reciprocal tariff announcements. - How investors can look for opportunities, but “not be a hero” right now. - Match Group’s new artificial intelligence flirting game. Then, (17:24) Rick Munarriz joins Ricky for a conversation about Nintendo’s new Switch 2, and how the device could boost earnings for the video game maker. Companies discussed: WINA, MTCH, OTC: NTDOY Host: Ricky Mulvey Guests: Nick Sciple, Rick Munnariz Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
3 Apr 29min
Tariffs Loom, Tesla Underdelivers
“Liberation Day” has arrived. (00:21) David Meier and Mary Long discuss: - When we’ll know if the longer-term tariff plan is working. - How different companies are bracing for impact. - Tesla’s sales slump. Then, (16:23), Fool contributor Jason Hall joins Ricky Mulvey for a look at Texas Instruments and Taiwan Semiconductor. Companies discussed: WMT, TSLA, TXN, TSM Host: Mary Long Guests: David Meier, Ricky Mulvey, Jason Hall Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
2 Apr 31min
