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Netflix’s premium tier is now nearly twice as expensive as it was a decade ago – is this pricing power or an effort to move more users to its new ad tier?  (00:14) Jason Moser and Matt Argersinger discuss: - Netflix’s price increases, and why the economics of its new advertising approach might be better than its subscriber business. - How making EVs affordable is eating into Tesla’s industry-leadi...

Can Elon Musk build a $30,000 EV that everyone wants to drive? (00:15) Tim Beyers and Deidre Woollard discuss: - Tesla’s compressing margins. - Robots with brains and Tesla’s take on the AI universe. - How Netflix is becoming a global television network. (22:28) Deidre Woollard interviews real estate industry insider Greg Robertson on the impact of lawsuits against the National Association of Real...

The IRS has good news for taxpayers and bad news for Intuit’s TurboTax.     (00:16) Jason Moser and Dylan Lewis discuss:   - The IRS’ Direct File pilot program coming to 13 states, and what it means for Intuit’s TurboTax. - Why activist investor Engaged Capital is interested in VF Corp – the owner of Vans, The North Face, and Supreme. - How Roblox’s return to office plans are a sign of the times f...

Nearly two years after the initial announcement, Microsoft has completed the largest deal in tech history.  (00:21) Ricky Mulvey and Asit Sharma discuss: - What got Microsoft across the finish line for its acquisition of Activision Blizzard. - An unexpected winner in the deal. - The latest memo from Howard Marks, “Further Thoughts on Sea Change.” - The case for credit investing, and a bond fund yi...

Citigroup’s Jane Fraser is looking to reinvent one of the Big Four banks. Can she do it? (00:21)Matt Frankel and Deidre Woollard discuss: - The challenges facing Citgroup. - Why big banks have to get serious about high-yield accounts. - Charles Schwab’s opportunity to build an integrated platform. (19:49) Mark Dixon, CEO of IWG, talks to Deidre Woollard about the changing role of the office in bus...

The Federal Reserve may act on a forward looking basis, but the bank isn’t always quick in action. Ben Miller is the co-founder and CEO of Fundrise, a real estate investment platform. Deidre Woollard caught up with Miller to discuss: - How slow reaction times from the Fed impact the economy. - The home equity buffer. - Opportunities in innovative investing. - The AI boom in private markets and sta...

The Motley Fool’s Bill Mann recently appeared on the BiggerPockets podcast “On The Market”. Today’s episode is a feed drop of that show. Host Dave Meyer caught up with Bill to chat about what’s going on around the world. They discuss: - Why the US dollar is a “bit of a wrecking ball.” - Semiconductor supply chains. - Apple’s political risks. - China’s real estate market. Companies discussed: AAPL,...

The major banks are cashing in on high interest rates, but cracks continue to show in the picture of the consumer.  (00:21) Emily Flippen and Jason Moser discuss: - What big interest rates mean for big banks and the latest insights from Jamie Dimon. - Pepsi’s earnings showing signs that growth might be propped up by price hikes. - Atlassian’s $1B acquisition of Loom, the market reaction to the Bir...

It’s hard to bet against the enduring appeal of everyone’s favorite dinner. (00:21) Bill Barker and Deidre Woollard discuss: - How Domino’s continues to compete for its share of stomach. - The importance of loyalty programs and the worry of loyalty fatigue. - If Walgreens’s new CEO will keep steering the company toward healthcare. (17:21) Deidre Woollard interviews Professor Michael Robbins on his...

The DOJ’s anti-trust suit against Google is far from over, but details are emerging that show even the search giant knew the optics of their search default deal with Apple weren’t great.  (00:21) Tim Beyers and Dylan Lewis discuss: - How the DOJ is charging Google cemented itself as the search leader with exclusive deals with Apple. - Just how lucrative those deals were for Apple. - The similariti...

Activist investor Nelson Peltz has some ideas for Disney’s board. But are they ready to listen? (00:15) Ricky Mulvey and Jason Moser discuss: Unity Technologies CEO, John Riccitello, stepping down from his seat. How Unity handled pricing changes with its developers. Trian Partners increasing its stake in Disney. Questions about Disney’s turnaround story. Plus, (15:45) Alison Southwick and Robert B...

Mobile shopping is expected to rule e-commerce this holiday season. (00:13) Asit Sharma and Deidre Woollard discuss: If consumer spending will remain strong over the holiday season. The impact of the rise of mobile shopping. Whether or not retailers can trust the supply chain. (13:27) Founders and investors sit on opposite sides of the table and they don’t always agree. Venture capitalist Jerry Ne...

Elon Musk is a serial monotasker. He’s also obsessed with risk. What makes him tick?  Ricky Mulvey caught up with Walter Isaacson to talk about the force that is Elon Musk. They also discuss: The importance of the letter X How to craft a “cocktail of a fanatical risk taker”  And Musk’s latest endeavor into “real world artificial intelligence”  Tickers discussed: TSLA, GOOG, GOOGL Host: Ricky Mulve...

BYD is on Tesla’s heels, but we all know Elon Musk loves a challenge.  (00:21) Ron Gross and Bill Mann discuss: - The jobs report, and why they’re paying attention to mortgage rates, credit card delinquencies and inventory levels heading into earnings season. - Meta’s plans to offer a monthly subscription to users in the EU. - Cyberattacks hitting Clorox, MGM, and Caesar’s. - China’s BYD heating u...

Beer continues to shine but will future generations be less likely to drink alcohol at all? (00:21) Bill Barker and Deidre Woollard discuss: - What’s driving the rapid growth of Modelo. - If wine and spirits can rebound for Constellation Brands. - The future of cannabis and Tilray’s tough path to profitability. (17:17)  Deidre Woollard interviews Joel Marcus, CEO of Alexandria Real Estate Equities...

(00:21) Asit Sharma and Dylan Lewis discuss: - How Kelloggs became Kellanova and what to make of its cereal spin-off WK Kellogg.  - Food service company Aramark spinning out its uniform business Vestis and why one might be more interesting than the other for investors. - The traps to avoid when looking at spin-outs.   (15:51) Ricky Mulvey and Bill Mann check in on Costco – the business, its potent...

The shiniest thing in Las Vegas is also a publicly traded company.  (00:21) Ricky Mulvey and Nick Sciple discuss: - How consumer spending held up as the economy cooled. - Credit card companies benefiting from a shift toward experiences. - The business behind the dramatic new venue, Sphere. Plus, (9:41) Robert Brokamp interviews Roger Young, CFP and Thought Leadership Director at T. Rowe Price abou...

If you want to know the reasons behind someone’s actions, it’s important to find out the incentives. (00:21) Jason Moser and Deidre Woollard discuss: - If a SPARC is the new SPAC. - Being cautious about IPOs. - The impossibility of creating a super app. (13:50)  Ricky Mulvey interviews Marc Robinson, the principal consultant at MSR Strategy and an expert in game theory to understand the rules of t...

The Blue Angels are an elite team of U.S. Naval pilots who maneuver $40 million planes at hundreds of miles per hour while flying mere inches from each other. What’s it like to be in the cockpit?  Ricky Mulvey caught up with John “GUCCI” Foley, a former lead solo pilot for the Blue Angels, a keynote speaker, and the author of “Fearless Success.” They discuss: How to find your centerpoint – in airs...

Not everyone has a bank in the developing world, but mobile phones are everywhere. Mary Long and Asit Sharma discuss: The evolution of payments in India Micropayments versus credit cards How MercadoLibre is gaining traction with cross-border payments in Latin America The move for payments companies to become a superapp Companies mentioned: GOOG, GOOGL, PG, PAYTM, TOST, PYPL, MELI, DLO, BABA Host:...

Friday’s deadline for government funding seems like it will pass without a resolution. We talk through the latest government shutdown and what it means for the market.  (00:21) Jason Moser and Andy Cross discuss: - The government shutdown and how investors and federal employees should be processing the news. - The FTC’s antitrust case against Amazon and what it means for big tech. - Earnings updat...

How do you measure things like brand and people? (00:21) David Meier and Deidre Woollard discuss: - What the intangibles are and why we need to factor them in. - How Accenture has built a global empire by helping businesses advance. - If the Peloton and Lululemon collaboration will be a win for both brands. (18:24)  Kirsten Guerra and Mary Long explore the potential of Roblox both as an investment...

It’s the antitrust case everybody saw coming – does it have merit?   (00:21) Asit Sharma and Dylan Lewis discuss: - The FTC’s antitrust case against Amazon, the case’s merits and how Amazon has forced innovation in e-commerce. - What Tinder’s new $500/month “Select” tier says about freemium business models. - Alibaba’s plan to spin out its first business unit – logistics segment Cainiao.  (16:02)...

We like stocks. We also like exchange traded funds.  But first, (00:21) Ricky Mulvey and Jim Gillies discuss: - A difficult stretch for small-cap stocks. - Costco’s new healthcare offering. - One piece of Costco’s valuation that’s often forgotten by investors.   Plus, Robert Brokamp and Alison Southwick find out how Fools use ETFs in their portfolios. Companies/ETFs mentioned: COST, CIBR Hosts: Ri...

RCI Hospitality CEO Eric Langan on consumer spending, capital allocation, and getting into the casino business. (00:21) Jason Moser and Deidre Woollard discuss: - The wisdom Amazon’s bet on Anthropic. - Why Amazon is getting into charging for streaming. - If check-out-free technology is finally reaching its tipping point. (12:25) Ricky Mulvey interviews the CEO of RCI Hospitality, Eric Langan on h...