Motley Fool Podcasts

Netflix reported earnings and results were solid, but guidance left investors wanting more. We discuss what we saw and why Netflix went all-cash for its Warner Bros Discovery bid. We also touch on the bond market, which is looming over the market today.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Netflix earnings

- Netflix going all-cash for WBD

- Bond markets in turmoil

Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD).

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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Risk gets talked about a lot in investing—and often defined poorly. This week on Rule Breaker Investing, David is joined by Motley Fool analysts Alicia Alfiere and Yasser El-Shimy to walk through his full 25-point risk rating system, a framework he’s used for more than a decade to replace vague labels like “medium risk” with something concrete and measurable. Using Etsy and Duolingo as live 2026 case studies, the trio scores each company question by question—covering the business, financials, competition, leadership, and the investor’s own willingness to dig deeper. Along the way, listeners get a deeper look at how studying risk is really about studying quality—and how seeing risk clearly with a number is just another way Rule Breaker investors can learn to break the rules….

Companies mentioned: DUOL, ETSY

Host: David GardnerGuests: Alicia Alfiere, Yasser El-ShimyProducer: Bart Shannon
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Fast casual restaurant stocks were hit hard over the past year, but many have snapped back over the past month. In today’s episode of Motley Fool Money, Emily Flippen is joined by Fool analysts Sanmeet Deo and Jason Hall to break down what has caused the rebound, how consumer tastes have changed, and if fast casual stocks are set up for continued strong performance in the year ahead.

Companies discussed: CAVA, CMG, SG, WING, EAT, SBUX, MAMA, JBFCF, YUM

Host: Emily Flippen, Sanmeet Deo, Jason Hall

Producer: Anand Chokkavelu

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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Last week, Taiwan Semiconductor (NYSE: TM) put up stellar fourth-quarter numbers, signaling that we've yet to reach peak AI demand. Are we in for another banner year in 2026?

Jason Hall, Travis Hoium, and Tim Beyers discuss:

- TSM's spectacular Q4 and capex spending plan.

- Which company tops the AI value chain: TSM or NVDA.

- Good corporate citizens in a nod to companies that exhibit the values espoused by Dr. Martin Luther King Jr., whom we honor today.

Don’t wait! Be sure to get to your local bookstore and pick up a copy of David’s Gardner’s new book — Rule Breaker Investing: How to Pick the Best Stocks of the Future and Build Lasting Wealth. It’s on shelves now; get it before it’s gone!

Tickers: Companies discussed: TSM, NVDA, SBGSY, HPE, HPQ

Host: Tim Beyers

Guests: Jason Hall, Travis Hoium

Producer: Anand Chokkavelu

Engineer: Dan Boyd
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Peter Cannito is the Chairman and CEO of Redwire, a space infrastructure and services company. Motley Fool contributor Lou Whiteman talks with Cannito about the business of space and the business of Redwire.

Host: Lou Whiteman

Guest: Peter Cannito

Producer: Bart Shannon, Mac Greer

Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode

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The largest expense for most companies is labor, so how a company chooses, manages, and pays its workforce can be a crucial consideration when evaluating it as an investment. Robert Brokamp discusses factors to consider with Dr. Ben Zweig, the CEO of Revelio Labs and the author “Job Architecture: Building a Language for Workforce Intelligence.”Also in this episode:

-The S&P 500 has been an outstanding buy-and-hold investment, partially because the index is always changing-The Social Security trust fund will likely be depleted by 2032, so the U.S. senators who will be elected or re-elected this year will have a say in any potential solutions-The prices of many essential expenses are growing at rate above overall inflation while wage and job growth may be weakening-A study finds the optimal sitting-standing ratio to make you more comfortable and productive at work

Host: Robert BrokampGuest: Ben ZweigEngineer: Bart Shannon

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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Netflix may be forced to offer all cash for WBD if the cable assets being spun off doesn’t have the value Netflix thought they did. But is that something Netflix will do and what are the risks? We break it down.

Travis Hoium, Lou Whiteman, and Jon Quast discuss:

- Netflix offering all cash for WBD

- FSD’s monthly subscription

- Google’s new AI products

- Bank earnings

Companies discussed: Netflix (NFLX), Warner Bros Discovery (WBD), Tesla (TSLA), JPMorgan Chase (JPM), Alphabet (GOOG), Adobe (ADBE), The Trade Desk (TTD), Paypal (PYPL), Hims & Hers (HIMS), Six Flags (FUN), Toast (TOST), L3 Harris (LHX).

Host: Travis Hoium

Guests: Lou Whiteman, Jon Quast

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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Matt Frankel, Tyler Crowe, and Jon Quast discuss:

- Earnings from six of the largest U.S. banks

- The president's proposed cap on credit card interest rates

- Stocks on our radar

Companies discussed: JPM, BAC, C, WFC, GS, MS, COF, SOFI, KLAR, FIVE, ASR

Host: Matt Frankel

Guests: Tyler Crowe, Jon Quast

Producer: Anand Chokkavelu

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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When ChatGPT was released, the company most impacted was supposed to be Google. But over the past year Google has surpassed OpenAI’s models and Gemini is gaining market share. This week, the company also won a deal to power Apple’s Siri and announced a shopping protocol. It looks like 2026 may again be the year of Google.

Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

- Google powering Siri

- Google’s shopping protocol

- Delta’s results and the K-shaped economy

Companies discussed: Apple (AAPL), Alphabet (GOOG, GOOGL), Delta (DAL), United (UAL), Meta Platforms (META).

Host: Travis Hoium

Guests: Lou Whiteman, Rachel Warren

Engineer: Dan Boyd

Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement.

We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode.

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