Podcast Episodes

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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month 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…

1 year, 1 month ago

A Pause for Most Tariffs

President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute wi…

1 year, 1 month ago