Looking Back on Berkshire’s Outperformance
Over the past five years, Warren Buffett’s returns have beaten the S&P 500 and the NASDAQ, even as Berkshire keeps hundreds of billions in cash and treasuries. (00:21) Jim Gillies and Ricky Mulvey discuss: - How Apple has driven Berkshire’s performance. - Disney’s flat returns over the past five years. - A jeans manufacturer that is smashing the market. Then, (19:07) Robert Brokamp and Alison Southwick discuss why you should think about taking a financial health day. Companies discussed: BRK.A, BRK.B, AAPL, DIS, KTB Host: Ricky Mulvey Guests: Jim Gillies, Alison Southwick, Robert Brokamp Producer: Mary Long Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
25 Mars 28min
How To Tune Out Market Noise
Tariffs and tech bubbles and uncertainty, oh my! (00:21) Asit Sharma and Mary Long discuss: - Companies that could be celebrating on April 2. - What’s to blame for last week’s market “freakout” - 23andme’s bankruptcy filing Then, (17:50), Fool contributor Travis Hoium joins Ricky Mulvey for a look at MGM Resorts and the company’s bet on online sportsbooks. Start your day with The Fool's free daily market email newsletter. Subscribe at www.fool.com/breakfastnews How do you tune out market noise? Tell us by writing into podcasts@fool.com ! Companies discussed: TSLA, MSFT, AMZN, NVDA, META, GOOG, AAPL, ME, MGM Host: Mary Long Guests: Asit Sharma, Ricky Mulvey, Travis Hoium Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
24 Mars 31min
“Uncertainty is Winning”
What happens when you combine an uncertain macro environment with an incredibly certain investor base? You get a whole lot of volatility, according to Richard Bernstein. Bernstein is the CEO and Chief Investment Officer at Richard Bernstein Advisors. He joins Ricky Mulvey for a conversation about: - Trade wars - Degloblalization - The crypto industry - And how investors ought to make sense of the news. Host: Ricky Mulvey Guest: Richard Bernstein Producer: Mary Long Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
22 Mars 34min
Market Movers: Jerome Powell and Jensen Huang
Two of the most influential voices in the market had something to say this week. (00:21) Asit Sharma and Jason Moser discuss: - Fed Chair Powell’s rate outlook, and what Jensen Huant sees coming down the pike for Nvidia chips and quantum computing. - What Tesla investors need to know about the headlines around recent accounting concerns. - Earnings updates and red market reactions for FedEx, Nike, and Accenture. (19:11) Joe Cutillo, CEO of Sterling Infrastructure, talks Motley Fool CEO Tom Gardner through his company’s work on infrastructure projects, how the tariff picture figures into their outlook, and how to invest like a CEO. (30:57) Jason and Asit talk about lessons from their favorite college basketball teams and the stocks on their radar this week: BYD and Williams Sonoma. Stocks discussed: NVDA, TSLA, FDX, NKE, ACN, STRL, BYDDY, WSM Host: Dylan Lewis Guests: Asit Sharma, Jason Moser, Joe Cutillo, Tom Gardner Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
21 Mars 40min
The Fed Keeps It Steady
Chair Jerome Powell thinks the chances of a recession are low, though the economic outlook is more uncertain. (00:21) Ricky Mulvey and Nick Sciple discuss: - Takeaways from the Federal Reserve’s Open Market Committee Meeting. - Netflix’s $320 million movie, The Electric State. - Brad Jacob’s venture, QXO, acquiring Beacon Roofing Supply. Then, (16:40) Fools answer mailbag questions about industrial stocks, quantum computing, and biotech. Companies discussed: NFLX, CNQ, QXO, AER, BECN, VRTX, TDG, GXO, GOOG, GOOGL, MSFT Host: Ricky Mulvey Guests: Nick Sciple, Mary Long, Karl Thiel, Lou Whiteman, Tim Beyers, Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
20 Mars 31min
Nvidia’s New Chips, with a Side of Valuation
Jensen Huang sees a path to $1 trillion in AI infrastructure. Is Wall Street buying it? (00:14) Asit Sharma and Mary Long discuss Nvidia’s “Super Bowl of AI,” plus: - The coming generation of chips. - Increased competition from hyperscalers. - Partnerships in fast food, autonomous driving, and robotics. Then, (19:44), a number of Fool analysts answer questions from the listener mailbag about early stock analysis, how healthcare companies are using AI, and how to factor in customer experience to investment decisions. Got a question for the show? Email podcasts@fool.com Companies/tickers discussed: NVDA, PYPL Host: Mary Long Guests: Asit Sharma, Jason Moser, Karl Thiel, Dylan Lewis Producer: Ricky Mulvey Engineer: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices
19 Mars 33min
Alphabet’s $32 Billion Cybersecurity Play
If approved, the technology giant will make the largest acquisition in its company’s history by purchasing Wiz. (00:14) Jason Moser and Ricky Mulvey discuss: - Why Alphabet is spending $32 billion on a cloud security company. - BYD’s announcement that it can charge an electric vehicle battery in five minutes. - Robinhood rolling out prediction markets on its platform. Then, (18:51) Alison Southwick and Robert Brokamp answer mailbag questions about keeping cash on the sidelines and health savings accounts. Visit our sponsor: Build your Range Rover Sport at www.landroverusa.com Got a question for the show? Email podcasts@fool.com Companies/tickers discussed: GOOG, GOOGL, CRWD, CIBR, OTC: BYDDY, HOOD Learn more about your ad choices. Visit megaphone.fm/adchoices
18 Mars 31min
Pepsi, Poppi, and the Creosote Bush
To stay on top, the consumer giants need a player in every potential market. (00:21) David Meier and Dylan Lewis discuss: - February retail numbers showing continued consumer struggles, and why this upcoming retail earnings season will be a key read on the economy. - Pepsi’s $2B acquisition of alt-soda Poppi, the venture capital-style of trend investing for consumer brands, and how Coke and Pepsi need to keep absorbing the next potential big thing. (13:55) It’s no secret that a lot of investors have high hopes about the future of artificial intelligence. But how do genuine experts, people who have been studying AI and machine learning long before it entered the mainstream, feel about the future of the field? Motley Fool analysts Andy Cross and Asit Sharma talk with Oren Etzioni, an AI Expert and Professor Emeritus at the University of Washington, about the current and future states of artificial intelligence. Check out Fool24 on TMF’s YouTube channel here: https://www.youtube.com/@MotleyFool And Motley Fool members can get the replay here: https://www.fool.com/premium/4056/coverage/2025/03/06/ai-expert-dr-oren-etzioni-interview-3625-3pm Companies discussed: DG, WMT, PEP, KO. Host: Dylan Lewis Guests: David Meier, Andy Cross, Asit Sharma, Oren Etzioni Producer: Mary Long Engineers: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices
17 Mars 25min
