Motley Fool Money

The Motley Fool

  • 29 minutes 39 seconds
    Big Earnings Energy

    In the face of a trade war, Taiwan Semiconductor is not changing its outlook.


    (00:21) Tim Beyers and Ricky Mulvey discuss:

    - Earnings from Taiwan Semiconductor and what’s behind the company’s impressive business results.

    - The chipmaker’s growth story in 2025.

    - Netflix’s plan to become a trillion dollar company.


    Then, (15:20) Tim and Ricky discuss the export ban on Nvidia’s H20 chips and what it means for the tech giant.


    Learn more about the Range Rover Sport at www.rangerover.com/us/sport


    Companies discussed: TSM, NFLX, NVDA


    Host: Ricky Mulvey

    Guest: Tim Beyers

    Producer: Mary Long

    Engineer: Dan Boyd

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    17 April 2025, 8:20 pm
  • 26 minutes 56 seconds
    Rule Changes → Chip Charges

    Nvidia built a chip to comply with American export rules. This week, those rules changed. Markets reacted dramatically, but chances are that the $2.5 trillion chipmaker can stand the hit.


    (00:21) Anthony Schiavone and Mary Long discuss Nvidia’s $5.5 billion charge and earnings from Prologis.


    Then, (12:31), Ricky Mulvey talks with Kevin Simzer, COO of Trend Micro, about AI’s impact on the cybersecurity space.


    Companies mentioned: NVDA, PLD, AOT


    Host: Mary Long

    Guests: Anthony Schiavone, Ricky Mulvey, Kevin Simzer

    Engineer: Dan Boyd

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    16 April 2025, 8:10 pm
  • 31 minutes 49 seconds
    Are Retail Stocks a Bargain?

    “A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein.


    (00:14) Jim Gillies Ricky Mulvey and discuss:

    - Fund managers cutting their positions in US stocks.

    - How long-term investors should react to fear in the markets.

    - If Abercrombie & Fitch’s stock deserves to be in the bargain bin.


    (19:02) Then, Robert Brokamp joins Ricky to discuss what your tax return reveals about your finances.


    Companies and tickers discussed: ASO, ANF, XRT


    Learn more about the Range Rover Sport at www.rangerover.com/us/sport


    Host: Ricky Mulvey

    Guests: Jim Gillies, Robert Brokamp

    Producer: Mary Long

    Engineer: Rick Engdahl

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    15 April 2025, 8:00 pm
  • 29 minutes 31 seconds
    Tariffs Enter a Liminal Space

    The old order is gone. When will the new one arrive?


    (00:14) Asit Sharma and Mary Long discuss:

    - How to make sense of “tariff buckets.”

    - What a French ethnographer can teach us about the current moment.

    - Earnings from Goldman Sachs.


    Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.


    The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort


    Companies mentioned: AAPL, GS


    Host: Mary Long

    Guests: Asit Sharma, Tim Beyers

    Producer: Ricky Mulvey

    Engineer: Rick Engdahl

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    14 April 2025, 8:00 pm
  • 35 minutes 50 seconds
    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


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    12 April 2025, 4:01 pm
  • 40 minutes 31 seconds
    Tariffs, Trump, and Turmoil

    Today we talk economic uncertainty, airlines, building materials, and assorted spirits.


    Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company.


    And Emily and Matt share two stocks on their radar.


    Host: Ron Gross

    Guests: Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos

    Engineer: Dan Boyd

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    11 April 2025, 8:45 pm
  • 34 minutes
    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

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    10 April 2025, 8:20 pm
  • 34 minutes 13 seconds
    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

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    9 April 2025, 8:00 pm
  • 44 minutes 15 seconds
    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

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    5 April 2025, 4:01 pm
  • 40 minutes 31 seconds
    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

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    4 April 2025, 8:30 pm
  • 29 minutes 56 seconds
    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

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    3 April 2025, 8:00 pm
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