Podcast Episodes
Back to SearchAI Capex Is Off the Charts: Who Stands to Lose?
Big Tech spending on equipment and AI appears to be close to $400 billion over the four quarters alone. Are there losers outside the free-spending te…
3 months, 3 weeks ago
2 Go-To Market Indicators, 6 Stock Ideas for the Next 5 Years
Motley Fool co-founder and CEO Tom Gardner talks about separating AI contenders from pretenders, his two favorite market indicators, and lessons from…
3 months, 3 weeks ago
Take Control of Your Cash Flow, and Energy Stocks on Fire
Certified Financial Planner Stephanie Marini joins Robert Brokamp for this month’s installment of the 2026 Financial Planning Challenge. Stephanie an…
3 months, 3 weeks ago
Big Tech’s $650 Billion Bet on AI
What’s a few hundred billion dollars in capex spending among friends? When it comes to big tech, the numbers have gotten astronomical and there’s bot…
3 months, 3 weeks ago
Did Anthropic Just Give Investors Another “DeepSeek Moment?”
Software stocks are dropping like rocks in 2026 as AI companies, including Anthropic, deliver more impressive enterprise tools. It’s reminiscent of t…
3 months, 3 weeks ago
Disney Has Its CEO
Disney has hired a new CEO with Josh D’Amaro taking over for Bob Iger in March. We discuss Iger’s legacy, where D’Amaro will take Disney, and why the…
3 months, 3 weeks ago
When AI Starts Building the Game
Who is getting disintermediated when AI enters the gaming race? And where does a shakeup in the c-suite leave a new value stock? In today’s episode o…
3 months, 3 weeks ago
Biotech Beat NVIDIA in 2025. Can It Do It Again?
Big pharma and biotech take the earnings stage this week with reports from Eli Lilly (NYSE: LLNY) and Novo Nordisk (NYSE: NVO) leading the lineup. Wi…
3 months, 4 weeks ago
Interview with Droneshield CEO Oleg Vornik
Droneshield is an Australian-based defense technology company that specializes in counter-drone technology. Motley Fool co-founder and CEO Tom Gardne…
3 months, 4 weeks ago
Two Retirement Experts Discuss How They’ll Decide When to Retire
After saving for retirement for decades, you’ll eventually get to a point when you realize you actually could soon retire. Robert Brokamp speaks with…
3 months, 4 weeks ago