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The Motley Fool · Investment

Motley Fool Hidden Gems Investing

Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.

Episodes

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Alphabet’s Next Act in Cybersecurity

17 Jul 2024
29m
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This podcast episode features conversations on various topics, including the lessons learned from interacting with members at FoolFest, the potential acquisition of cybersecurity startup Wiz by Google's parent company Alphabet, the challenges and potential turnaround opportunities for retailer Five Below, and the signi...

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The CEO Draft

16 Jul 2024
29m
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This podcast episode explores various topics including the excitement and value of connecting with members at FoolFest, Charles Schwab's impressive growth in net assets, CEOs who excel in capital allocation, favorite books and tools related to capital allocation, successful growth stories of companies like AMD, Trade D...

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Live from FoolFest 2024!

15 Jul 2024
25m
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This podcast episode explores various topics discussed at Fool Fest 2024, including the anticipation of dividends making a comeback, the impact of artificial intelligence on the market, the significance of Netflix as a streaming brand, the challenges faced by Home Depot, the importance of company culture, the market pe...

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Ryan Holiday on Decision-Making, Stoicism, and Comfort Zones

14 Jul 2024
27m
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This podcast episode explores the accessibility of entrepreneurial practices and the application of stoicism in everyday life, particularly in understanding and practicing justice. It emphasizes the importance of holding oneself to high standards of conduct and the interconnectedness of all people. The conversation als...

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A Sea Change of Mass Cognition

13 Jul 2024
25m
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This podcast episode features Mike Maples, a co-founding partner at venture capital firm Floodgate, discussing the challenges and potential of AI. Maples emphasizes the importance of having a real insight in AI and the challenge of finding startup founders with non-consensus insights. He explains that startup capitalis...

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The Big Macro Gets Bigger

12 Jul 2024
40m
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This podcast episode covers a range of topics, including inflation data, the role of the Federal Reserve, strategic moves in the business world, the significance of challenging the status quo, and the potential for overcoming adversity. It discusses the latest inflation metrics, highlighting the contradictory data and ...

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The Other Risk Powell Is Watching

11 Jul 2024
28m
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This podcast episode explores the risks and uncertainties faced by banks and investors in the commercial real estate market. The discussion highlights the potential impact of maturing debts and increasing delinquency rates on mortgage-backed securities tied to office spaces. Smaller banks with a high concentration of c...

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"Two Things Can Be True"

10 Jul 2024
28m
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This podcast episode explores the current state of the stock market, with a particular focus on the potential AI bubble and the diverging valuations in the S&P 500. It discusses whether we are on the verge of a bubble, emphasizing the influence of the top companies in distorting the overall valuation of the market. The...

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Paramount Has a Buyer

09 Jul 2024
30m
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This podcast episode explores the completion of the Paramount deal and Skydance Media's acquisition of the company, discussing the challenges and opportunities in the ever-evolving media landscape. It delves into franchise management, the profitability of streaming services, the uncertainties of turnaround stories, and...

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Americans are Flying, Airline Stocks are Not

08 Jul 2024
27m
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This podcast episode explores the challenges faced by the airline industry, the strategies of successful airlines like Delta, the acquisitions and growth strategy of Eli Lilly, and the personal journey of the speaker towards a career in investing. It also discusses the speaker's evolution in stock picking and their bel...

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Axios CEO on Media’s Existential Crisis, Entrepreneurship, and Luck

07 Jul 2024
29m
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This podcast episode features a conversation with Jim VandeHei, CEO of Axios, who shares his insights on the impact of machines on the newsroom and the need for talented individuals. He discusses the founding of Politico and its rise to success, emphasizing the importance of attracting talent and embracing change. The ...

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How US Presidents Manage Money

06 Jul 2024
28m
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This podcast episode explores the financial aspects of being a U.S. president, including their salaries throughout history, the expenses they are responsible for, and the financial challenges they face. It provides insights into the financial lives of U.S. presidents, past and present, highlighting their successes, fai...

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2024: Top-Heavy, AI-Fueled, Supply-Constrained

05 Jul 2024
39m
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This podcast episode explores the current state of the market in 2024, highlighting its top-heavy nature and the potential risks associated with concentration of gains in a few large companies. It also discusses the valuation disparities in tech-driven companies and the potential for rotation in the market. The episode...

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What’s Upflation?

03 Jul 2024
18m
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This podcast episode explores Tesla's second-quarter delivery and production numbers and the reasons behind its declining sales in the EV market. It also discusses the significance of Tesla's position as the largest EV seller and the implications for investors. The episode touches on the potential challenges of autonom...

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Chewy’s New Kitten

02 Jul 2024
17m
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This podcast episode explores the significance of major shareholders in companies such as Chewy and GameStop, discussing the impact of Roaring Kitty's involvement. It also delves into the challenges faced by Cedar Fair and Six Flags in a declining consumer market and their merger prospects. The episode highlights the i...

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Canada's Market: Apathy Means Opportunity

01 Jul 2024
18m
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This podcast episode explores the performance of the Canadian market, highlighting its modest increase compared to the S&P 500 but emphasizing the contribution of dividends to the total return. It discusses the concentration of returns in a few companies, the undervalued stocks and apathy in the TSX, and the potential ...

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The Global Cold Rush

30 Jun 2024
31m
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This podcast episode explores the concept of the artificial cryosphere, the challenges and significance of working in the cold chain industry, the impact of cold environments on human health and food preservation, the unique challenges of handling ice cream in the cold chain, the role of the cold chain in Walmart's dom...

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The Two Most Important Questions in Investing

29 Jun 2024
28m
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This podcast episode explores the importance of valuation in investing and the different approaches investors can take to assess the underlying value of a stock. It discusses the concept of margin of safety and the advantages of long-term investing for retail investors. The episode also examines the growth and success ...

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Amazon Up, Walgreens, Nike & McPlant Down

28 Jun 2024
40m
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This podcast episode covers a range of topics, including the impact of the upcoming election on the market, Amazon's $2 trillion market capitalization, challenges facing Walgreens, Nike's disappointing earnings report, McCormick's strategic moves, the history and significance of refrigeration, the troubled beginnings o...

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Amazon Joins the $2 Trillion Club

27 Jun 2024
30m
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This podcast episode explores various topics, including the surge in stock value of pet retailer Chewy due to a short squeeze, the impact of short squeezes in the stock market, Amazon's plan to launch a service selling cheap clothing and household goods directly from warehouses in China, the importance of Amazon Web Se...

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