Podcast Episodes

The Market and Fed Chair Powell

Fed independence brings stability, and markets love stability.

(00:21) Asit Sharma and Dylan Lewis discuss:

- The Trump Administration’s focus on Fed…

8 months, 3 weeks ago

Inside Nvidia’s “Thinking Machine”

“AI wouldn’t exist without Nvidia, at least not in its current form.”

So argues Stephen Witt, a journalist and author of the book “The Thinking Machi…

8 months, 3 weeks ago

Management Weighs in on the Macro

As earnings season picks up, we’re starting to get a feel for the different ways company leadership teams are talking – or not talking – about tariff…

8 months, 3 weeks ago

Big Earnings Energy

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 Semic…

8 months, 3 weeks ago

Rule Changes → Chip Charges

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…

8 months, 3 weeks ago

Are Retail Stocks a Bargain?

“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) Ji…

8 months, 3 weeks ago

Tariffs Enter a Liminal Space

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…

8 months, 4 weeks ago

Aswath Damodaran, Investing in Uncertainty

Compared to Turkey, the United States is an ocean of stability.

Aswath Damodaran teaches corporate finance and valuation at the Stern School of Busine…

8 months, 4 weeks ago

Tariffs, Trump, and Turmoil

Today we talk economic uncertainty, airlines, building materials, and assorted spirits.

Motley Fool Senior Analyst Asit Sharma caught up with Martín d…

9 months ago

The Day After the Market Skyrocketed

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…

9 months ago