Podcast Episodes

The State of the AI Arms Race

When ChatGPT launched in late 2022, it was the first – and only – exposure most of the world had to AI. Not yet two years later, there’s already a lo…

1 year, 6 months ago

Nvidia’s “Burn the Ships” Moment

Why is the chip designer spending $50 billion on share buybacks?

(00:21) Tim Beyers and Ricky Mulvey discuss:

- Highlights from Nvidia’s earnings.

- Wha…

1 year, 6 months ago

How Banned Chips Get to China

The U.S. has tried to prevent advanced microchips from getting into the hands of its military rivals. They’ve only had partial success.

(00:21) Alicia…

1 year, 6 months ago

Is Nvidia a Vibe Stock?

In less than two years one company became the driving force of the S&P 500. That rise is unprecedented.

(00:21) Bill Mann and Ricky Mulvey discuss:

- E…

1 year, 6 months ago

Stationary Bikes are Difficult to Turn

Another set of tariffs might stall BYD’s international expansion in EVs, and it still isn’t clear if Peloton is actually going anywhere.

(00:21) Asit …

1 year, 6 months ago

Meet the Fool: Tim Beyers

To become an expert, you may not always need expertise. You may just need to start asking better questions. 

Tim Beyers is a lead analyst at The Motle…

1 year, 6 months ago

Sam Altman’s Nuclear Bet

You probably know Sam Altman’s AI organization, but he’s also the chairman of Oklo, an advanced nuclear technology company. Ricky Mulvey caught up wi…

1 year, 6 months ago

Rates Going Down, Cava Keeps Climbing

The market heard the eight magic words from Fed Chair Jerome Powell: “the time has come for policy to adjust.”

(00:21) Ron Gross and Matt Argersinger …

1 year, 6 months ago

Can Zoom be More than Zoom?

Zoom is great, but it needs to find something outside video conferencing to get investors and the market excited about where it is going. 

(00:21) Jas…

1 year, 6 months ago

One Lifetime of Ads = $22,000

Stock prices are up, but consumers are squeezed. This puts advertisers in an unusual spot. Ricky Mulvey, Dylan Lewis, and Mary Long are live at Podca…

1 year, 7 months ago