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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 consu...

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 discusse...

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 W...

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 Alph...

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 Ul...

Just how big can Nvidia get? For CEO Jensen Huang, it’s to infinity and beyond. (00:21) Tim Beyers and Deidre Woollard discuss: - Nvidia’s strong quarter and the cyclicality of chip demand. - Why Nvidia isn’t the only game in town for AI chips. - How Snowflake’s data warehouse solutions might grow over time. Companies discussed: NVDA, AMD, INTC, SNOW Host: Deidre Woollard Guest: Tim Beyers Produce...

Abercrombie is back in vogue, but be careful chasing this cyclical business.  (00:21) Jason Moser and Dylan Lewis discuss: - The reality of Peloton’s seasonality, and how the company is doing with its recalls and digital ambitions.  - At all-time lows, is Peloton more interesting? - How Abercrombie’s back in vogue, and what the retailer is doing to connect with consumers in a tough retail environm...

Dick’s is the latest retailer to feel the pinch of shrink – just remember all theft is shrink, not all shrink is theft.  (00:21) Asit Sharma and Dylan Lewis discuss: - Zoom’s customer-driven approach to AI and how the company’s cash hoard is showing up in its earnings.  - How a decrease in DIY is impacting Lowe’s results. - Dick’s management joins the ranks of retailers dealing with theft affectin...

The threats are getting bigger but so are the businesses trying to prevent them. David Meier and Deidre Woollard discuss: - Metrics to watch in business-to-business tech companies. - Why Palo Alto Networks reported on a Friday night. - The growth trends for cybersecurity as a whole. Companies discussed: ZM, PANW, ZS, CRWD Host: Deidre Woollard Guest: David Meier Producer: Ricky Mulvey Engineer: Da...

A good scam works like a magic trick. There’s a beautiful, complex story being sold, but the truth is disappointingly simple. The Oman Ghana Trust Fund raised hundreds of millions of dollars. Investors hoped their money would help unlock Ghana’s inheritance and billions of dollars worth of gold. Many were sold 10-to-1, even 100-to-1 returns on this promise.  Yepoka Yeebo is the author of “Anansi’s...

Air conditioners have had a busy summer. This July was the hottest recorded month since the year 1880.  Deidre Woollard and Motley Fool Senior Analyst Sanmeet Deo dive into the business of staying cool. They discuss:  - The major players and macro landscape for HVAC companies.  - Carrier’s transformation.     - Growth expectations for heating and cooling companies. - One industry that is incredibl...

A real estate bankruptcy shakes confidence in China and consumers across the globe focus on lower-priced items.  (00:21) Ron Gross and Emily Flippen discuss: - Why the consumer focus on groceries and lower cost items are helping Walmart and hurting Target.  - The story behind Adyen’s 40% post-earnings drop. - The latest results from JD.com and Tencent, and how to look at some of the scary headline...

More of us are going to Walmart, but Aldi just made a big move that has put it on the radar of Big Grocery. Bill Barker and Deidre Woollard discuss: - Whether Walmart is learning from grocers or grocers are learning from Walmart. - If an Aldi acquisition spells the end of the beloved Winn-Dixie brand. - Why Amazon has struggled with getting grocery right. Companies discussed: WMT, TGT, KR, ACI, AM...

Cava delivers some spicy results in its first earnings report and Target and TJX are on the opposite sides of retail trends.  (00:21) Jason Moser and Dylan Lewis discuss: - Cava’s stellar first earnings report, and how store count, traffic, and prices are all pushing the company forward. - How Target is being bitten by slowing consumer spend in high-ticket items and increased focus on essential it...

Michael Burry, the investor featured in “The Big Short,” made a major bet against market indexes. Are investors due for a sequel of the Great Financial Crisis? (00:13) Ricky Mulvey and Asit Sharma discuss: A sales slowdown The Home Depot. Why the home retailer has “an incredibly high” return on invested capital. Credit downgrades for regional banks. Michael Burry’s bearish option bet against the S...

PayPal finds its new leader over at Intuit; can he make this fintech shine again? Jason Moser and Deidre Woollard discuss: - Dan Schulman’s report card as a CEO. - What Alex Chriss might, or might not, bring to the party. - If a potential deal for U.S. Steel could be a winner for U.S. infrastructure. Companies discussed: PYPL, X, CLF, INTU, META, TSLA Host: Deidre Woollard Guest: Jason Moser Produ...

Bitcoin was supposed to be unrelated to the stock market, act as a hedge against inflation, and serve as a currency for private transactions. Maybe, it’s just a volatile store of value. Is that so bad? James Surowiecki is an editor at The Yale Review, a regular contributor to The Atlantic, and author of “The Wisdom of Crowds”. Motley Fool co-founder and Chief Rule Breaker David Gardner caught up w...

Answering some of the questions you’ve emailed us at podcasts@fool.com. We’ve also got a listener hotline! Leave us a voicemail with your question at 703-254-1445. - (1:04) Will there be a commercial real estate collapse? - (5:22) What happens when a company you own goes bankrupt? - (10:41) Are there companies suited for the growing trend of hearing loss? - (15:03) How should investors think about...

The margin of safety for household spending keeps shrinking.  (00:21) Jason Moser and Matt Argersinger discuss: - What the producer price index is saying about the cost of goods and services. - Americans hitting $1 trillion in credit card debt and what it means for the health of the consumer. - Earnings updates from Disney, UPS, and Axon.  (19:11) Motley Fool Money’s Deidre Woollard talks with Tom...

Viewers may hate them, but ads are the future everywhere we go online. For investors that might be a good thing. Tim Beyers and Deidre Woollard discuss: - If Disney’s price increases will push subscribers to the ad tier. - Just how popular sports betting might be. - The Trade Desk’s role in the world outside of advertising’s walled gardens. Companies discussed: TTD, DIS, NFLX, PENN Host: Deidre Wo...

Earnings from Chegg, Celsius, and Nelnet show why it pays to watch cash flow and how businesses can shore up when there’s cash on hand.  (00:21) Jim Gillies and Dylan Lewis discuss: - Celsius incredible top and bottom line results, but why investors should pay attention to the energy drink maker’s relationship with Pepsi and accounts receivable. - Whether Chegg can harness AI for its education off...

By one count, a drugmaker founded in 1876 is a more expensive stock than Tesla. (Time Stamp)  Ricky Mulvey and Bill Barker discuss: - Tesla’s CFO departure. - Eli Lilly hitting an all-time high, and the drugmaker’s optimistic results. - How Burger King is driving sales growth with limited time offers. - Zoom calling its employees back to the office. Companies discussed: TSLA, LLA, NVO, QSR, ZM Hos...

Berkshire Hathaway bounced back from a recent loss with strong net income and billions in cash waiting for action. Jason Moser and Deidre Woollard discuss: - The value of solid insurance underwriting. - Why Berkshire sees a future in catering to truck drivers. - Finding the secret sauce in consumer businesses. Companies discussed: BRK.A, BRK.B, KHC, CPB, SOVO, SRG, KO, KNSL Host: Deidre Woollard G...

Cola-flavored ketchup, Taco Bell’s musical for Mexican Pizza, and McDonald’s Grimace Shake are just some of the ways that food companies are fighting for your attention. But does social media buzz translate to long-term sales? Mary Long caught up with David Henkes, Senior Principal at Technomic and an expert on the food and beverage industry. They discuss: - What it takes to bring a new fast food...

Everybody wants to beat the market. But how does one actually … beat the market?    Ricky Mulvey and Anand Chokkavelu got together to explore different camps within the world of investing – from short-term traders to buy-and-hold-for-lifers, value hunters to growth gurus. They discuss: Distinguishing between luck and skill when evaluating high-profile investors The power of being a smart contraria...