Podcast Episodes

Dow Loses Chips, Boeing Loses Money

Intel, Southwest, and Boeing, have all had brutal starts to 2024 – can any of them turn it around?   

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

- Th…

2 years ago

Missing Piece of the AI Spend Puzzle

Nvidia continues its streak of triple-digit growth, but we shouldn’t be so surprised. 

(1:08) Jason Moser and Bill Mann discuss:

- Nvidia’s killer quar…

2 years ago

How to Analyze a Balance Sheet

“If you thought we were in the weeds, now we’re about to start tunneling.”

Jim Gillies joins Ricky Mulvey for an in-depth look at how investors can un…

2 years ago

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…

2 years 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…

2 years 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…

2 years 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…

2 years 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 …

2 years 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…

2 years 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…

2 years ago