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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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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“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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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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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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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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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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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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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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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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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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