Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment anal...
170 million TikTok users in the U.S. might be up for sale. What are they worth?
(00:42) Matt Argersinger and Bill Mann discuss:
- The looming TikTok ban, why Apple and Google are the real gatekeepers, and what a standalone TikTok U.S. might look like.
- Apple’s other problem in China: smartphone sales and rising competition from Huawei and Vivo.
- Bank earnings showing 2024 was a stellar year for banks, and how the macro environment and policy outlook are settling them up for good times to continue in 2025.
(19:03) Where will the stock market be at the end of 2025? Motley Fool co-Founder David Gardner and Ricky Mulvey have a guess and some guidance on how to keep the short-term noise out of the way of your long-term returns.
Catch Ricky and David’s full conversation here: https://www.fool.com/podcasts/motley-fool-money/2025-01-11-david-gardner-the-case-for-rational/
(33:10) Matt and Bill break down two stocks on their radar: Invitation Homes and Duolingo.
Stocks discussed: AAPL, GOOG, GOOGL, META, GS, MS, JPM, WFC, PM, INVH, DUOL.
Host: Dylan Lewis
Guests: Bill Mann, Matt Argersinger, David Gardner, Ricky Mulvey
Engineers: RIck Engdahl
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39:54
Big Bank Energy
2024 was a good – very good – year to be a bank. Wall Street thinks 2025 may be even better.
(00:14) Matt Frankel and Mary Long break down big bank earnings. They also discuss:
- Why comparisons to 2023 give banks more credit than they may deserve.
- The split between JP Morgan’s investment banking and consumer businesses.
- Growing interest in private credit markets.
Then, (18:10), Kirsten Guerra joins to spotlight a data storage company that, while boring, is worth investors’ attention.
Companies mentioned: JPM, MS, GS, WFC, PSTG, NVDA
Host: Mary Long
Guests: Matt Frankel, Kirsten Guerra
Engineer: Rick Engdahl
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31:06
Investors Check the Label on Retail
Abercrombie and Fitch and Lululemon’s strong holiday previews weren’t good enough to keep the market happy. But long-term both brands are on track.
(00:14) Nick Sciple and Dylan Lewis discuss:
- Why Wall Street wasn’t keen on strong holiday updates from Abercrombie and Fitch and Lululemon, and where these brands sit in their market opportunity.
- Aritzia’s continued expansion into the U.S. and how the everyday luxury retailer is appealing to the key shopping demo.
- The dominant theme in physical retail right now: in-store experiences matter, especially for Gen Z shoppers.
(15:10) Asit Sharma and Mary Long discuss the changing reality for homeowners and insurers in light of increasingly common natural disasters.
Companies discussed: ANF, LULU, ATZAF, ALL.
Host: Dylan Lewis
Guests: Nick Sciple, Mary Long, Asit Sharma
Engineers: Rick Engdahl
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27:30
Steel Bids, TikTok Battles
Fights are unfolding for companies in two very different industries: Steel and social media.
(00:21) Jason Moser and Mary Long discuss:
- Why so many companies want in on U.S. Steel.
- How to factor CEO personality into potential investments
- TikTok’s potential buyers.
Then, (15:47), Alison Southwick and Robert Brokamp tackle the listener mailbag and answer your questions about finding flat-fee financial advisors, trimming in-the-red stocks, and more.
Companies mentioned: X, NPSC.Y, CLF, NUE, META, GOOG, GOOGL, RIVN
Host: Mary Long
Guests: Jason Moser, Alison Southwick, Robert “Bro” Brokamp
Engineer: Rick Engdahl
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32:56
Cloudy With a Chance of Burgers
Sonos, Moderna, and Shake Shack are all staring at some near-term headwinds – can they work through them?
(00:14) David Meier and Dylan Lewis discuss:
- Why Sonos CEO Patrick Spence is on his way out, and how the company can restore its status as a premium brand in audio… and maybe more.
- Moderna’s massive revenue adjustment, and how it highlights the company’s need to diversify revenue streams.
- Shake Shack’s new plans to open up 1500 company-owned locations.
(16:53) When an insider at an undervalued company starts buying a bunch of stock should you follow suit? Senior Fool analyst Alicia Alfiere and Ricky Mulvey, look at Progyny, the fertility benefits manager with a notable amount of recent insider activity.
Companies discussed: SONO, MRNA, SHAK, PGNY
Host: Dylan Lewis
Guests: David Meier, Alicia Alfiere, Ricky Mulvey
Producer: Mary Long
Engineer: Rick Engdahl
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Motley Fool Money is a daily podcast for stock investors.
Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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