Podcast Episodes

The Silicon, Software, and Systems

AMD’s latest acquisition is about building out an ecosystem and doing what it can to offer customers more in the AI race. 

(00:21) Asit Sharma and Dyl…

1 year, 7 months ago

Meet the Fool: Bill Mann

To get outsized returns, it can pay to find a pond where fewer people are fishing. 

Bill Mann is the director of Small Cap Research at The Motley Fool…

1 year, 7 months ago

Dividends = Discipline

Right now, the S&P 500 is paying a paltry 1.3% dividend yield. The only time it’s been lower than that was during the dot-com boom.

Matt Argesinger a…

1 year, 7 months ago

The Market's Coiled Spring

The macro picture might be putting a damper on guidance for some companies, but depressed valuations and climbing cash balances mean as the macro pic…

1 year, 7 months ago

Walmart Wins Bargain Games

The world’s largest retailer is crushing the market.

(00:21) Asit Sharma and Ricky Mulvey discuss:

- Walmart’s international growth and pricing power.

-…

1 year, 7 months ago

What Happens if Alphabet Breaks Up?

Here’s why investors could win.

(00:21) Tim Beyers and Mary Long discuss the lawsuit against Google, the likelihood of a big tech breakup, and consoli…

1 year, 7 months ago

Chipotle CEO Orders Coffee

(00:21) David Meier and Ricky Mulvey discuss:

- Why Starbucks wants Chipotle’s CEO.

- What Home Depot’s quarter says about the economy.

- On Holding’s i…

1 year, 7 months ago

All Eyes on the Attention Economy

Two quarters in, Reddit’s looking pretty good. And big box office numbers and streaming profits can’t distract investors from a slowdown in Disney’s …

1 year, 7 months ago

Nate Silver on Gambling, VCs, and AI

What can we learn from the people who put everything on the line? Nate Silver talked to just about every type of gambler – poker players, venture cap…

1 year, 7 months ago

Big Trouble or Business as Usual?

The Yen carry trade sent markets down across the world this week, but the rebound was swift – is this the market’s usual knee-jerk reaction to macro …

1 year, 7 months ago