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It’s the week of the big auto show in Detroit but industry watchers are more focused on a potential strike than the vehicles. (00:26) Bill Barker and Deidre Woollard discuss: - The demands of the United Auto Workers. - The fading allure of auto shows. - If vehicles will just keep getting bigger. (17:02) Ricky Mulvey and Deidre Woollard ponder the return to office and if things in our working lives will ever be the same again. Companies discussed: F, GM, TSLA, STLA, WE, META, AMZN Host: Deidre Woollard Guests: Bill Barker, Ricky Mulvey Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Apple’s iPhone development might seem iterative by year, but over time it compounds into huge improvements and reasons to upgrade.  (00:21) Tim Beyers and Dylan Lewis discuss: - Apple’s fall update and the details on the iPhone 15 and 15 Plus. - How the company is using phones to feed content for its future Vision Pro headsets. - Why we want to be hearing more about Slack during Salesforce’s Dreamforce conference.  (19:31) Motley Fool analyst Bill Mann joins Ricky Mulvey to break down the fundamentals of reinsurance and one misconception about Florida's home insurance woes. Companies discussed: AAPL, CRM, ARM, BRK.A, BRK.B, TRV Host: Dylan Lewis Guests: Tim Beyers, Ricky Mulvey, Bill Mann Engineers: Tim Sparks, Dan Boyd  Learn more about your ad choices. Visit megaphone.fm/adchoices

Investors are lining up to buy shares of British chip designer, Arm. (00:21) Ricky Mulvey and Bill Barker discuss: - Why Arm is going public. - Disney and Charter Communications making peace. - How investors can break down a company’s prospectus. (15:07) Plus, Robert Brokamp and Alison Southwick open the mailbag and answer your questions about 401(k)s, bonds, and asset allocation. Companies discussed: CHTR, DIS, ARM Host: Ricky Mulvey Guests: Bill Barker, Alison Southwick, Robert Brokamp Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The acquisition of Hostess Brands by J.M. Smucker is the latest in a series of food mergers. (00:21) Jason Moser and Deidre Woollard discuss: - The synergies between Hostess and Smucker. - Why Instacart’s valuation dropped. - Kroger’s push to make the Albertsons deal happen. (16:09)  Deidre Woollard interviews Jesse Singh of home exteriors company Azek on competition in the decking space and what’s next for the brand. Companies discussed: TWNK, SJM, SOVO, AMZN, WMT, CPB, KR, AZEK Host: Deidre Woollard Guests: Jason Moser, Jesse Singh Producer: Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

“The essence of investing is not maximizing returns, but rather maximizing odds of success.”  William Bernstein is a financial theorist, neurologist, and the best-selling author of “The Four Pillars of Investing: Lessons for Building a Winning Portfolio,” now in its second edition. Motley Fool Senior Advisor Robert Brokamp caught up with Bernstein to discuss: - Why a 2% real return is “quite spectacular” - The math and Shakespeare of investing - Why value stocks may have fallen out of fashion - What the history of the stock market reveals about modern bubbles Host: Robert Brokamp Guest: William Bernstein Producer: Ricky Mulvey Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

What does an investor have to believe for today’s share price to make sense?  Ricky Mulvey and Asit Sharma continue their conversation about Expectations Investing, applying the framework to four companies with different growth outlooks. They discuss: - Value drivers for a mature automaker. - A high-growth payment processing company experiencing a narrative shift.  - If Nvidia can maintain its moat over the long-term. Companies discussed: GM, CP, ADYEY, NVDA Host: Ricky Mulvey Guest: Asit Sharma Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

The market’s had a surprisingly strong 2023, but investors might be eying easy low-risk yields elsewhere.  Jason Moser and Matt Argersinger discuss: - (00:21) How some investors might be tempted to move out of stocks given the yields elsewhere - (9:41) The latest with Disney – its standoff with Charter, plans to take full ownership of Hulu, and what investors should make of its lost decade - (19:11) NYC’s “de facto ban” for Airbnb, what it means for the company and says about the state of housing and short-term rentals.  (31:44) Jason and Matt break down two stocks on their radar: Hershey and Masimo. Stocks discussed: DIS, NFLX, ABNB, UBER  Host: Dylan Lewis Guests: Matt Argersinger, Jason Moser Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

How can you use a company’s stock price to give you a window into the future? (00:21) Bill Barker and Deidre Woollard discuss: - Reasons for skepticism when it comes to AI hype. - How long a leash unprofitable software companies may have. - If being located in SIlicon Valley is still an advantage for tech companies. (18:20)  Asit Sharma and Ricky Mulvey break down the basics of expectations investing and give a framework for applying it to individual companies. Companies discussed: PATH, AI, ASAN, NVDA Host: Deidre Woollard Guests: Ricky Mulvey, Bill Barker, Asit Sharma Producer:Ricky Mulvey Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

New York City cracked down on short-term rentals, but is it a big deal for Airbnb?  (00:21) Ricky Mulvey and Jason Moser discuss:  - How restrictions on short-term rentals could impact Airbnb’s growth story.  - Why investors are sour about AMC’s new share issuance.  - One company managing its share count well. Plus, (15:20) Deidre Woollard interviews Oliver Franklin-Wallis, author of “Wasteland: The Dirty Truth About What We Throw Away, Where It Goes, And Why It Matters”. Companies discussed: ABNB, EXPE, AMC, LOW Hosts: Ricky Mulvey, Deidre Woollard Guests: Jason Moser, Oliver Franklin-Wallis Engineers: Dan Boyd, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

If you can’t watch ESPN right now, it’s because one cable company is taking a stand against Disney. (00:21) Ricky Mulvey and Jim Gillies discuss:  - Charter Communications’ problem with the streaming economy.  - DoorDash’s battle with restaurants over pricing.  -  Why investors may want to look at Canadian banks. Plus, (17:52) Deidre Woollard and Robert Brokamp check in on the bond market, and how investors can benefit from higher rates.  Companies discussed: CHRT, DIS, DASH  Host: Ricky Mulvey  Guests: Jim Gillies, Deidre Woollard, Robert Brokamp  Engineers: Dan Boyd, Rick Engdahl  Learn more about your ad choices. Visit megaphone.fm/adchoices

NFL Football is back this week, should you be keeping an eye on the companies plastered on the side of stadiums?     (00:41) Ricky Mulvey and Dylan Lewis discuss:   - Why stadium sponsors generally don’t outperform their peers or the market. - When major sponsorships do and don’t make sense as part of a marketing budget.  - Monster Energy’s brilliance in focusing on extreme sports.    Companies discussed: F, PG, PAYC, MNST, ALGT, LUMN, MET, SOFI, AAPL, GOOG, GOOGL   Host: Dylan Lewis Guests: Ricky Mulvey Engineers: Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

Existing home sales are down around 20% year over year for two reasons: mortgage rates are too high and there aren't enough homes for sale. Matt Argersinger and Deidre Woollard discuss: - The current situation of home sales and what could change it. - Why homebuilders are in a good position right now. - If renting will become permanent for more Americans and which companies might benefit.  Host: Deidre Woollard Guest: Matt Argersinger Producer: Ricky Mulvey Engineer: Rick Engdahl Companies discussed: NVR, INVH, TOL, LEN, MAA, AVB Learn more about your ad choices. Visit megaphone.fm/adchoices

The outlook for major retailers depends a lot on whether their core customers are feeling the pinch.  (00:38) Jason Moser and Bill Mann discuss: - Troubling signs on consumer savings rates dropping and more people dipping into their 401ks. - How the consumer crunch is affecting retailers like Dollar General, Big Lots, Five Below and Chewy.. - Why Lululemon is bucking the trend, and Salesforce is cruising despite tighter budgets in enterprise software too.   (19:06) Certified Financial Planner Matt Frankel talks about how student loan borrowers can prepare for payments to begin again in October and the new programs in place to help borrowers.  - You can find the Department of Education’s website and resources here. - And here’s the White House’s fact sheet on the SAVE plan (30:34) Jason and Bill break down two stocks on their radar: TakeTwo Interactive and Samsara.  Stocks discussed: DG, BIG, FIVE, CHWY, LULU, CRM, TTWO, IOT Host: Dylan Lewis Guests: Bill MAnn, Jason Moser Engineer: Rick Engdahl Learn mo

It’s been a turbulent few quarters for Salesforce but a focus on cost cuts is paying off. (00:15) Tim Beyers and Deidre Woollard discuss: - How Salesforce improved its margins. - What role AI plays in Salesforce’s future. - CrowdStrike’s land-and-expand model for growth. (21:12)  Deidre Woollard interviews thredUP CEO James Reinhart on resale as a service and the company’s plans for continued growth. Companies discussed: CRM, CRWD, MSFT, ZS, TDUP Host: Deidre Woollard Guests: Tim Beyers, James Reinhart Producer: Ricky Mulvey Engineers: Rick Engdahl, Tim Sparks Learn more about your ad choices. Visit megaphone.fm/adchoices

We celebrate Uncle Warren’s 93rd Birthday with a closer look at some of his best known isms and a look at few investments he wouldn’t want any part of.  (00:12) Bill Mann and Dylan Lewis discuss: - Grayscale Bitcoin Trust’s path to a Bitcoin ETF and what it means for crypto adoption. - The largest automaker that you’ve never heard of – Vinfast – and why investors should stay away from its stock. - 3M’s $6B settlement, and how investors should be thinking about the legal issues plaguing the company.  (15:43) Ricky Mulvey and Anand Chokkavelu celebrate Warren Buffett’s birthday with a look at some of his most popular and misunderstood quotes. Companies discussed: GBTC, VFS, MMM, BRK.A, BRK.B, AAPL Host: Dylan Lewis Guests: Bill Mann, Ricky Mulvey, Anand Chokkavelu Engineers: Rick Engdahl, Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Credit card debt and interest rates hit all time highs this year. (00:21) Ricky Mulvey and Bill Barker look at the implications for companies and investors. They discuss:  - Macy’s and Nordstrom charging 32% APRs for retail cards.  - Historical context on rising delinquencies.  - Best Buy’s quarter, and sales slowdown.   Plus (12:34) Robert Brokamp and Matt Frankel discuss what to do if your consumer debt is getting more expensive. Companies discussed: BBY, M, JWN, DFS Host: Ricky Mulvey Guests: Bill Barker, Robert Brokamp, Matt Frankel Engineers: Dan Boyd, Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Instacart is profitable and it’s growing, Is that enough to spark investor interest? (00:21) Jason Moser and Deidre Woollard discuss: - How Instacart makes its money. - What it means to be a grocery technology company. - If a strong Instacart IPO will be go sign for the market. (17:31)  Alicia Alfiere and Deidre Woollard break down how Live Nation profits from blockbuster tours. Companies discussed: LYV, DASH, UBER Host: Deidre Woollard Guests: Jason Moser, Alicia Alfiere Producer: Ricky Mulvey Engineer: Dan Boyd Learn more about your ad choices. Visit megaphone.fm/adchoices

Real estate is always a tough business to be in, but especially right now.  Redfin is trying to meet customers on multiple fronts from studio apartment rentals to selling $5 million homes.  Glenn Kelman has been CEO of Redfin since 2005 guiding the real estate technology company through a variety of transitions, taking the company public in 2017 and plenty of market cycles along the way.  Deidre Woollard sat down with Glenn to discuss: - The challenges of the current real estate market. - How Redfin plans to take share in the luxury space.  - What value  two recent acquisitions have added to the business. Companies discussed: RDFN Host: Deidre Woollard Guest: Glenn Kelman Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Most companies find success in different ways, but there’s a secret sauce to ones that are leading innovators.  Behnam Tabrizi is a transformation expert and a faculty member in Stanford University’s executive program. His book is  “Going on Offense: A Leader’s Playbook for Perpetual Innovation.” Ricky Mulvey caught up with Tabrizi to discuss: - Tech companies with a cultural advantage. - Why Alphabet might have a bureaucracy problem.  - Lisa Su’s “David and Goliath” story at Advanced Micro Devices Companies discussed: AAPL, MSFT, META, TSLA, AMD, ADBE, NVDA, AMZN, WHR Host: Ricky Mulvey Guest: Behnam Tabrizi Engineer: Rick Engdahl Learn more about your ad choices. Visit megaphone.fm/adchoices

Nvidia earnings soaked up a lot of headlines, but they’re not the only one making moves in AI.  (00:21) Andy Cross and Jason Moser discuss: - The epic hype around Nvidia’s earnings release, and how AI is playing into the ambitions for other companies in tech like Workday.  - Why “shrink” is the buzzword of the season in retail and how investors should be looking at it. - How Williams-Sonoma and Ulta bucked tough trends in retail to put up strong numbers, and the numbers behind updates from Intuit and Autodesk.  (19:11) Olivier Pomel, CEO of DataDog, talks through the company’s recent results, the promising signs he’s seeing in customer spend, and why he thinks his company still has a 10X opportunity in front of it. (33:52) Andy and Jason break down two stocks on their radar: Nike and Chewy. Stocks discussed: NVDA, WDAY, WSM, ADSK, ULTA, INTU, DLTR, FL, NKE, CHWY Host: Dylan Lewis Guest: Jason Moser, Tim Beyers, Olivier Pomel, Tim Beyers Engineers: Dan Boyd, Kyle Carruthers Learn more about your ad choice