Sinopsis
Healthcare, technology, energy, consumer goods, and more. Every day, Motley Fool analysts break down a specific industry and the stocks making headlines. Questions? Comments? Email us at IndustryFocus@fool.com.
Episodios
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Wildcard: X-ing out with GraniteShares founder and CEO Will Rhind
26/02/2020 Duración: 20minHost Emily Flippen sits down with the founder and CEO of GraniteShares, Will Rhind, to talk about NYSEARCA: XOUT - a new ETF focused not on what you should add to your portfolio but what you shouldn’t. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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CG: Hot trends, Hot stocks, and Hot pizza
25/02/2020 Duración: 34minAsit Sharma joins this week to discuss some of the trendiest consumer goods stocks- including fake meat and fake space travel. But no good theoretical discussion is good without a slice of very real pizza on top. To get started investing, check out our free starter kit at www.fool.com/starterkit Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: Focusing on Fundamentals with Uncle Warren and a Conversation with Goldman Sachs' Marcos Rosenberg
24/02/2020 Duración: 24minOn this week’s episode of Industry Focus: Financials host Jason Moser takes a look at 5 of his favorite passages from Warren Buffett's most recent shareholder letter. Then make sure to catch Matt Frankel's conversation with Marcos Rosenberg, Head of U.S. Deposits with Marcus by Goldman Sachs! To get 50% off our Stock Advisor service, go to https://IF.Fool.com Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Bonus: Ben Hunt on Narrative and Markets
22/02/2020 Duración: 01h06minBen Hunt is the creator of Epsilon Theory and CIO of Second Foundation Partners. In his writing at Epsilon Theory, Ben uses game theoretical principles and natural language processing to analyze how narratives evolve and drive behaviors in markets and politics. This gives Ben a unique perspective on markets that any investor can learn from. We hope you’ll enjoy our conversation.
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Tech: MercadoLibre Keeps Winning
21/02/2020 Duración: 27minThe Amazon/PayPal/Square/eBay/Craigslist of Latin America MercadoLibre reported earnings in February and it was another blowout quarter for the company. The company's more mature e-commerce business is still going strong, but it has found a huge growth lever in its Mercado Pago payments platform. We explain how more and more Mercado Pago transactions are happening off-platform and why that's a good thing for investors. Click here to take our brief listener survey, and thanks for helping us out. Stocks: MELI Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Energy: Investing in the Time of Coronavirus
20/02/2020 Duración: 31minFor the past month, coronavirus has dominated headlines worldwide. However, much of the market has ignored those concerns… except for the energy markets. Motley Fool Contributor Jason Hall joins the show to discuss how he’s handling coronavirus concerns as well as a couple of his recent stock purchases, Jeff Bezos’s $10 billion donation to fight climate change, and a listener question on Pattern Energy. Listen to the end to hear Jason, Austin, and Nick’s hottest takes on the Astros cheating scandal. Stocks Mentioned: AAPL, HLT, F, SPCE Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Wildcard: 3 Diabetes Dynamos
19/02/2020 Duración: 33minOne in seven healthcare dollars in the United States are spent on diabetes and its related complications. That’s a huge burden for patients and for insurance companies. Thankfully, businesses are working to improve the outcomes for patients. Industry Focus Contributor Brian Feroldi joins the show to dive into three companies trying to improve diabetes treatment and monitoring: Dexcom, Tandem Diabetes, and Insulet. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Stocks Discussed: DXCM, TNDM, PODD Click here to take our brief listener survey, and thanks for helping us out!
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CG: Truth About the Retail Apocalypse
18/02/2020 Duración: 33minDan Kline joins Emily Flippen to debunk the myth of the “retail apocalypse” , what he sees as driving the sector's underperformance, and what could have gone different to save the industry. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com
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Tech: Regulators Weigh In
14/02/2020 Duración: 40minInvestors finally have closure on the Sprint/T-Mobile deal, we explain the decision, what it says about Sprint and T-Mobile, and what it all means for major Sprint shareholder Softbank. Then we switch gears and talk about the FTC's new focus on small acquisitions made over the past few years by Apple, Amazon, Google, and Microsoft. Stocks: AAPL, AMAN, GOOG, GOOGL, MSFT, TMUS, S Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
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Energy: Mailbag-- Water Utilities, Natural Gas, Lithium, and More
13/02/2020 Duración: 20minIndustry Focus Contributor Matt DiLallo joins the show to help tackle some of your questions! Topics include: Water Utilities, Investing in Natural Gas, Whether Antero Midstream is a Dividend Play or Dividend Trap, Opportunity Zones, Lithium, and one stock Matt loves right now. Stocks Mentioned: NEE, BAM, BIP, BEP, SQM, AM, AR, AY, AOS, DHR Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Thanks Health IQ! See if you qualify for lower rates! healthiq.com/fool
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Wildcard: Small-Cap Healthcare Stocks
12/02/2020 Duración: 40minWe've got three under the radar healthcare stocks for your watchlist. Contributor Brian Feroldi hops on to talk Semler Scientific, LaMaitre Vascular, and Fulgent Genetics. Stocks: SMLR, FLGT, LMAT Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter Get the first $50 off your first job post at LinkedIn.com/fool. Terms and conditions apply.
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CG: In, Out, and Back in Again- Warner Media Files to go Public and What it Means For Investors
11/02/2020 Duración: 27minThere has been a prospectus making a big splash in a year where IPOs have been anything but exciting. Motley Fool contributor Jason Hall and host Emily Flippen break down Warner Music's new filing and its intent to go public- letting you know what is to love and hate about this music giant. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Financials: Markel Earnings and 4 Smart Ways to Invest in Retail
10/02/2020 Duración: 31minIn this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from Markel (NYSE: MKL) and why we’re so excited about the company’s future. Then, Frankel discusses four of his favorite ways to invest in retail through the real estate industry. Plus, we read some more of our listener’s most recent stock purchases and reveal the stocks we’re watching this week.
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Tech: Spotify Keeps Shopping
07/02/2020 Duración: 25minSpotify made some big purchases in 2019, buying up Gimlet and two other companies for $400 million. This week, it doubled-down on its podcast bet, announcing it was buying Bill Simmons' media outlet The Ringer. We explain how podcasts fit into Spotify's strategy and check in Google's YouTube now that Alphabet has started breaking out its revenue contribution. To get 50% off our Stock Advisor service, go to http://IF.Fool.com Stocks: SPOT, GOOG, GOOGL (edited)
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Energy: A Look at the Oil Market with Tracy Shuchart (@chigrl)
06/02/2020 Duración: 36minLast week, we sat down with Tracy Shuchart to discuss the current state of the oil market. Tracy is an expert on the oil and gas market, working as an oil futures trader and managing an energy-focused portfolio for a family office. She’s also built a huge following on Twitter through her @chigrl account, where she shares what she’s watching in the market each day. Topics include why shale drillers could be due for a wave of bankruptcies, coronavirus, how changing tanker fuel standards are impacting oil demand, and why a product glut is weighing down the oil market. We hope you’ll enjoy our conversation! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter
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Wildcard: It's Healthcare Earningspalooza!
05/02/2020 Duración: 25minOn this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Fool healthcare analyst and IF favorite Shannon Jones to catch up on the latest regarding the coronavirus as well as three big healthcare earnings reports and the stock you need to have on your watch list! Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com
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CG: A Deep Dive Into the 2020 Super Bowl Ads
04/02/2020 Duración: 29minSuper Bowl commercials cost $5.6 million for 30 seconds. That’s a lot of money, but the game brings around 120 million viewers and a level of attention for the ads that’s unlike any other marketing opportunity. On this episode of Industry Focus: Consumer Goods Emily Flippen is joined by Motley Fool contributor Dan Kline to break down which ads worked, which didn’t, and the one that really bothered them. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com.
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Financials: Visa and PayPal Show the War on Cash is Far From Over
03/02/2020 Duración: 28minVisa (NYSE: V) and PayPal (NASDAQ: PYPL) recently released their fourth quarter earnings. On this week’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the numbers and what it means going forward. We’ll also hear about Berkshire Hathaway’s (NYSE: BRK-A)(NYSE: BRK-B) latest investment move and why Jason and Matt are watching Goldman Sachs (NYSE: GS) and Chipotle (NYSE: CMG) this week. Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com.
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Bonus: WWE Execs Fired, a Casino Invests in Barstool Sports, and Our Super Bowl LIV Preview
01/02/2020 Duración: 20minWWE stock plunged more than 20% on Friday following the surprise departure of its co-presidents. Dan Kline joins the show to break down the news, as well as Penn National Gaming’s recent investment in Barstool Sports. Finally, Dan, Austin, and Nick give their picks for the Super Bowl game and some of the most interesting prop bets on the board. Stocks Mentioned: WWE, PENN, PDYPY, DEAC Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to https://IF.Fool.com
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Tech: Amazon at $1T
31/01/2020 Duración: 32minApple and Amazon both put up stellar earnings results, we break down the numbers for each and explain why the companies in the $1T club can keep growing. Stocks: AAPL, AMZN, MSFT, GOOG, GOOGL Check out more of our content here: TMF's podcast portal YouTube Twitter Join Our Motley Fool Podcast Facebook Group LinkedIn StockUp, The Motley Fool's weekly email newsletter To get 50% off our Stock Advisor service, go to http://IF.Fool.com.