Chewy’s growth depends on how much we love our furry friends.

(00:21) Bill Barker and Deidre Woollard discuss:
- The power of Chewy’s auto-ship service.
- If Chewy’s growth is too dependent on macro trends.
- What factors could lead to a Dollar General turnaround.

(21:38)  Mary Long talks with Dexcom CEO Kevin Sayer about the impact of weight-loss drugs on diabetes care.

Companies discussed: DXCM, DG, CHWY, DLTR, AMZN, WMT

Claim your dividend report here: www.fool.com/dividends

Host: Deidre Woollard
Guests: Kevin Sayer, Mary Long, Bill Barker
Producer: Ricky Mulvey
Engineers: Rick Engdahl, Dan Boyd
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Pet Parents Keep Spending

The McDonald’s golden arches will be coming to thousands of new spots in the next few years and Brown-Forman feels the ache of slowing growth in the spirits market.  

(00:21) Bill Mann and Dylan Lewis discuss:

- McDonald’s growth plans to hit 50,000 locations and 250 million loyalty members by 2027, and other insights from its investor day. 
- The sauce Bill wishes would get more love at McD’s.  
- Slowing growth in the spirit market, and how it is affecting Brown-Forman and Diageo. 

(12:47) Deidre Woollard talks with Slutty Vegan founder Pinky Cole about building a restaurant chain, leveraging brand partnerships, and investing in the future.

Companies discussed: TGT, BYND, SHOO

Host: Dylan Lewis
Guests: Bill Mann, Pinky Cole, Deidre Woollard
Engineers: Dan Boyd 

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Burgers Rise, Booze Dips

Uber’s been separating itself from the field, and its improving financials have investors and the index-makers taking notice. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- Uber joining the S&P 500 and the company’s focus on profitability and owning its market. 
- How Wells Fargo seemed to announce future layoffs in a strange way. 
- Spotify cutting 17% of its workforce and whether more layoffs across tech and financials could be coming in 2024. 

(18:18) Alison Southwick and Robert Brokamp discuss end-of-year planning and what you can do today to prepare for 2024.

Companies discussed: UBER, LYFT, WFC, SPOT

Host: Dylan Lewis
Guests: Tim Beyers, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd 

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S&P 500 to Uber: Get In!

A proposed merger between Alaska Airlines and Hawaiian Airlines could help Alaska take market share over time.

(00:21) Jason Moser and Deidre Woollard discuss:
- The possibility of the Alaska Airlines  and Hawaiian Airlines deal going through.
- If airlines lose specialness as they grow.
- The race to bring GLP-1 drugs to market.

(18:35)  Deidre Woollard chats with Solo Brands CEO John Merris about the company’s collection of brands and where it could be headed next.

Companies discussed: HA, ALK, AMZN, DTC, PFE, RHHBY

Claim your dividend stocks here: www.fool.com/dividends

Host: Deidre Woollard
Guests: Jason Moser, John Merris
Producer: Mary Long
Engineers: Dan Boyd, Desiree Jones
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From The Frozen Tundra To The Beach

Matt Frankel and Jason Moser, our resident Fintech Fools, caught up to talk about the payments space, how it's changed this year, and what they’re keeping an eye on come 2024. They discuss:
The state of the “War on Cash”
Embedded finance
And two “toll booths” that aren’t going away anytime soon

Tickers discussed: V, MC, PYPL, SQ, PINS, MQ, FOUR, MELI, UBER, DASH

Host: Jason Moser, Matt Frankel
Producer: Mary Long
Engineer: Dan Boyd

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The War on Cash, Revisited

The rules of business are changing. And those rules are being written by some … unlikely characters.
Andrew McAfee is a Principal Research Scientist at the MIT Sloan School of Management and author of a number of books, including The Geek Way. Mary Long caught up with McAfee to discuss how culture shapes companies – and brings about impressive returns along the way. They discuss:

The power of “geekiness”

How Satya Nadella turned Microsoft around

And why Amazon *wants* to see billion-dollar failures.


Tickers discussed: AMZN, MSFT, AAPL, GOOG, META
Host: Mary Long
Guest: Andrew McAfee
Producer: Ricky Mulvey
Engineers: Dan Boyd, Rick Engdahl


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Geek Out!

November was a party for stocks and bonds, but is Jerome Powell about to turn the lights on? 

(00:21) Jason Moser and Matt Argersinger discuss:
- The market’s incredible November and why we may not be out of the woods yet on rate hikes. 
- Why Apple and Goldman Sachs are breaking up their credit card partnership.
- Thoughts on Tesla’s Cybertruck and the new details we have after this week’s showcase. 

(19:11) Adobe Insights Vivek Pandya talks through the trends he’s seeing so far in holiday spending and whether it makes sense to buy now or wait for some of the items on your list. 

You can catch Adobe’s holiday shopping tracking here. 

(34:10) Jason and Matt break down two stocks on their radar: Docusign and EPR Properties.

Stocks discussed: AAPL, GS, TSLA, BRK.A, BRK.B, DOCU, EPR

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Vivek Pandya
Engineers: Dan Boyd 

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Did the Santa Rally Start Early?

When disruption strikes, what a company does next is crucial.

(00:21) Bill Barker and Deidre Woollard discuss:
- If we are already in a Santa Claus rally.
- The challenges facing big automakers.
- If cybersecurity’s challenges will fade.

(20:48)  Mary Long and David Meier discuss the “second acts” of BlackBerry and Garmin, and take a look at 3 other stocks in the midst of a turnaround today.

Companies discussed: BB, GRMN, ZIP, EVBG, TDOC, CRM, GM, F, TSLA, OKTA

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Host: Deidre Woollard
Guests: Bill Barker, Mary Long, David Meier
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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Sometimes Second Acts Work Out

We celebrate one of the greatest investors of all time by talking about our favorite Mungerisms and the lessons we’ll carry forward from Poor Charlie.    

(00:21) David Meier and Dylan Lewis discuss:

- Some of their favorite Mungerisms on investing and life.
- Berkshire’s incredible performance in his time with the company. 
- The best thing you can do to celebrate his life today – read a book. 

Companies discussed: BRK.A, BRK.B, AAPL

Check out The Morning Show’s conversation about Charlie Munger here (must be a paid member of a U.S. Motley Fool service to access)

Host: Dylan Lewis
Guests: David Meier
Engineers: Dan Boyd 
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Investing and Life Lessons from Charlie Munger

With Cyber Monday and Black Friday results in the bag, it’s looking like it might be a better fourth quarter for retailers and e-commerce than we originally thought. 

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

- Early Cyber Monday results and why consumer spend isn’t slowing down quite yet.
- News that Chinese fast fashion company Shein will likely be coming public in 2024.
- How Weight Watchers is adjusting its strategy to incorporate weight loss drugs. 

(15:26) Alison Southwick and Robert Brokamp answer listener questions about letting winning stocks run, the early days of your personal finance journey, open enrollment options, and filling your portfolio with treasuries.

Companies discussed: WW, NVDA, MSFT, APPL

Host: Dylan Lewis
Guests: Asit Sharma, Alison Southwick, Robert Brokamp
Engineers: Dan Boyd 

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Holiday Spirit and Animal Spirits

Black Friday showed consumers are still ready to buy.

(00:21) Jason Moser and Deidre Woollard discuss:
- Black Friday’s strong results.
- The rise of mobile shopping.
- If anyone can challenge Amazon’s reign as the holiday leader.

(17:03) Ariel Adams, founder of aBlogToWatch, talks with Alex Friedman about the luxury watch market.

Claim your Stock Advisor discount here: www.fool.com/mfmdiscount

Companies discussed: AMZN, SHOP, WMT, PYPL, AFRM, AAPL, RACE, CFRH.F, LVMH, SWGAY

Host: Deidre Woollard
Guests: Jason Moser, Alex Friedman, Ariel Adams
Producer: Mary Long
Engineers: Dan Boyd, Rick Engdahl
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The Unsinkable Shopper

It’s our annual Thanksgiving special! We’ve got a look back at the year that’s been, some things we’ve gotten right, some things we haven’t, some tips for toys this holiday season and some things we’re thankful for.

(00:21) Bill Mann and Jason Moser discuss:
- Why it doesn’t feel like the market is up 18% YTD and their slices of humble pie this Thanksgiving.
- The reasons they’re thankful for Cadence Design Systems, CRISPR, and our podcast listeners around the globe.
- The no-go topics at this year’s dinner table – crypto and weight-loss drugs.

(19:11) James Zahn, Editor in Chief at The Toy Book, shares the toys and brands to watch this holiday season.

(32:48) Jason and Bill break down two stocks on their radar: Samsara and Domino’s.

Catch a picture of the new Domino’s delivery oven bike here.

Stocks discussed: CDNS, CRSP, IOT, DPZ


Host: Dylan Lewis
Guests: Bill Mann, Jason Moser, James Zahn, Mr. Gobbler
Engineers: Dan Boyd, Rick Engdahl
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No Crypto at the Dinner Table!

Uppercase, lowercase, doesn’t matter. Nvidia and OpenAI are the ones to watch in artificial intelligence. 
(00:20) Asit Sharma and Dylan Lewis discuss:

Nvidia’s epic quarter and the market’s ho-hum response. 

The OpenAI drama, corporate governance, and 

How they’re making their turkeys this Thanksgiving. 


Companies discussed: NVDA, MSFT
Send us your questions, show ideas, and feedback at podcasts@fool.com, or leave us a voicemail at 703-254-1445.
Host: Dylan Lewis
Guests: Asit Sharma
Engineers: Rick Engdahl

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AI and ai

Zoom’s slow revenue increase may show how the company is changing.
(00:12) Asit Sharma and Deidre Woollard discuss:
- Why Zoom is more than a videoconferencing company.
- What happens when a company’s growth slows.
- How big-ticket item sales are impacting Lowe’s and Best Buy. 
(14:52)  Alison Southwick and Robert Brokamp share some financial gratitude from a motley collection of Fools.
Companies discussed: ZM, NOW, CMG, LOW, AMZN, HD, BBY
Claim your dividend report here:  www.fool.com/dividends
Host: Deidre Woollard
Guests: Asit Sharma, Robert Brokamp, Alison Southwick
Producer: Mary Long
Engineers: Tim Sparks, Rick Engdahl

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Slow Growth Silver Linings

With the dust still not settled, what could be next for Microsoft and OpenAI?
(00:13) Bill Barker and Deidre Woollard discuss:
- Winners and losers in the OpenAI schism.
- If anything will slow the pace of AI.
- What former Cruise CEO Kyle Vogt might do next.
(17:55) Ryan Severino, chief economist at BentalGreenOak, part of the alternative assets business at Sun Life, talks with Deidre Woollard about the latest in commercial real estate.
Companies discussed: MSFT, NVDA, GM, GOOG, GOOGL
Claim your Stock Advisor discount here: www.fool.com/mfmdiscount
Host: Deidre Woollard
Guests: Bill Barker, Ryan Severino
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks, Austin Morgan
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Is This The Beginning Or The End Of OpenAI?

Did Elon Musk break Twitter? Or did Twitter break Elon Musk?
Ben Mezrich is the author of “Bringing Down The House,” “The Accidental Billionaires,” “Dumb Money,” and, most recently, “Breaking Twitter: Elon Musk and the Most Controversial Corporate Takeover in History.” Ricky Mulvey caught up with Mezrich to discuss:

Twitter’s impact on Musk’s legacy,

The philosophies that drive Einstein-esque founders,

And the startup working to “de-extinct” the Woolly Mammoth.

 
Tickers discussed: TSLA, META, GME, AMC

Host: Ricky Mulvey
Guest: Ben Mezrich
Producer: Mary Long
Engineer: Annie Pope, Rick Engdahl

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The Einsteins of Our Time

Chips – the modern world runs on ‘em. But who are the players that bring these tiny technological wonders into existence? 

Chris Miller is a Professor at the Fletcher School of Law and Diplomacy at Tufts University and the author of Chip War: The Fight for the World’s Most Critical Technology. Ricky Mulvey caught up with Miller to discuss:


The semiconductor supply chain

Intel’s turnaround and new focus on foundries 

How TSMC balances secrecy, transparency, and trust when it comes to intellectual property


Tickers discussed: TSMC, SSU, NVDA, AAPL, AMD, INTC, ASML

Host: Ricky Mulvey
Guest: Chris Miller
Producer: Mary Long
Engineers: Dan Boyd, Tim Sparks


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You Want Chips with That?

After boosting the Fed Funds rate 5 percentage points in a year and a half, the central bankers might finally be done with interest rate hikes.

(00:21) Jason Moser and Matt Argersinger discuss:
- Why the market is cheering recent CPI and labor data, and why it might mean we’ve hit the end of rising rates.
- Results from Target, Wal-Mart, and Home Depot and what they say about the state of the consumer.
- Warren Buffett’s latest portfolio moves and why it isn’t surprising that he’s been a net seller of stocks recently.

(19:11) The New Yorker’s Heidi Blake explains the complicated world of carbon offsets and how incentives can get in the way of the environmental and financial impact they’re intended to bring.

Heidi Blake’s New Yorker article The Great Cash Carbon Hustle is available here.

(33:49) Jason and Matt break down two stocks on their radar: Rockwell Automation and Vail Resorts.

Stocks discussed: TGT, WMT, HD, AAPL, AXP, ROK, MTN

Host: Dylan Lewis
Guests: Jason Moser, Matt Argersinger, Heidi Blake, Ricky Mulvey
Engineers: Dan Boyd, Annie Pope
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“Are We There Yet?”

For both Walmart and Cisco, expectations for the future don’t tell the whole story.

(00:21) Tim Beyers and Deidre Woollard discuss:
- Cisco’s move into the software space.
- If AI can improve the meeting experience.
- Walmart’s strengths as a global player.

(21:29) Ricky Mulvey interviews ACV Auctions Chief Operating Officer, Vikas Mehta on the ever-evolving business of selling used cars.

Claim your five free dividend stock ideas here: www.fool.com/dividends

Companies discussed: WMT, AMZN, COST, CSCO,ACVA

Host: Deidre Woollard
Guests: Tim Beyers, Ricky Mulvey, Vikas Mehta
Producers: Ricky Mulvey, Mary Long
Engineer: Dan Boyd
Learn more about your ad choices. Visit megaphone.fm/adchoices

About That Guidance

Sometimes in this business, you need to get your hands a little greasy. We go hands-on and one-on-one with Red Robin’s CEO to see what they’re cooking up. 

(00:21) Tim Beyers and Dylan Lewis discuss:

- The stunning revelation that Apple earns 36% of Google search revenue from safari as part of their default agreement.
- Target’s efficient quarter and product mix decisions for the holiday quarter.
- Airbnb’s $200M acquisition ot AI company GamePlanner.AI

(16:28) Ricky Mulvey talks with Red Robin CEO GJ Hart about how he’s trying to turn the 54-year-old burger chain into a premier fast casual dining destination.

Companies discussed: GOOG, GOOGL, AAPL, TGT, ABNB, RRGB

Host: Dylan Lewis
Guests: Tim Beyers, Ricky Mulvey, GJ Hart
Engineers: Dan Boyd

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