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Rule Breaker Investing

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David Gardner, co-founder of The Motley Fool, is among the most respected and trusted sources on investing. As a best-selling author, hugely successful stock picker, and financial authority, David has led The Motley Fool’s growth into a worldwide investment and financial advisory services company. Each week David shares his insights into today's most innovative and disruptive publicly traded companies -- and how to profit from them by following his signature “Rule Breaker Investing” principles.

Click here to pre-order David's new book, Rule Breaker Investing, to dive deeper into these game-changing principles.

New episodes every Wednesday at 4 pm Eastern@RBIPodcastPodcast Transcripts

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Latest Rule Breaker Investing Episodes


Great Quotes, Vol. 22: A Nation Forever Young Logo

Great Quotes, Vol. 22: A Nation Forever Young

Jul 08, 2026 (00:45:51)

Every so often, five quotations come along that don’t merely make you nod. They make you stop, put the book down, and think.This week we explore why the best investors first become students of themselves, why our minds work better when they’re surrounded by rich ideas, why business is one of humanity’s great engines for creating value, why prosperity may make societies not just wealthier but wiser, and why one vision of America argues that a nation’s greatest competitive advantage isn’t its geography or its resources—it’s its ability to continually renew itself.Five quotations. Five conversations. And perhaps one or two ideas that will quietly change the way you see investing, business, and life. Happy 250th to the US of A!Host: David GardnerProducer: Bart ShannonCompanies Mentioned: AMZN, MCD, NVDA
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

What You’ve Done to Create Financial Freedom, Vol. 4 Logo

What You’ve Done to Create Financial Freedom, Vol. 4

Jul 01, 2026 (00:34:11)

Each Independence Week, Rule Breaker Investing asks a simple question: What have you done over the past year to create financial freedom—for yourself or for others? This year’s answers feature a listener’s Declaration of Financial Independence and a young woman whose very first stock purchase turned out to be… Nvidia. Along the way, we revisit three favorite moments from the first three years of this annual tradition, discovering that the path toward financial freedom may be simpler than it first appears: Believe. Persist. Pass it on. Happy Independence Week—and may financial freedom continue to echo like a Liberty Bell.Host: David GardnerProducer: Bart ShannonCompanies Mentioned: NVDA, SCHW
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

June 2026 Mailbag: “Do You Know Its Market Cap?” Logo

June 2026 Mailbag: “Do You Know Its Market Cap?”

Jun 24, 2026 (00:44:03)

This month’s Mailbag ranges from Washington, D.C. to Germany, from the SEC to the moon, and from individual stock ownership to the deeper question of what freedom is actually for. Along the way, fellow Fools write in about transparency, curiosity, market caps, parenting, AI, adding to winning investments, and what can happen when decades of patient investing quietly compound into opportunities to help others. As always, the best part of the Mailbag is you.Host: David GardnerProducer: Bart ShannonCompanies Mentioned: HAS, ISRG, JEPI, KO, MAT, MSCI, NKE, NVDA
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Market Cap Game Show: The King-Sharon Rule Debuts Logo

Market Cap Game Show: The King-Sharon Rule Debuts

Jun 17, 2026 (01:06:17)

The Market Cap Game Show returns for its 42nd installment, with longtime Motley Fool personalities Charly Travers and Jason Moser battling for a coveted spot in next March’s Market Cap Madness Final Four.But this episode marks something new. For the first time, players can invoke the King-Sharon Rule, adding an extra layer of strategy, risk, and reward to the game. Agree or disagree is no longer the only choice. Feeling confident? Call “higher” or “lower” and put an extra half-point on the line.Ten stocks. Two seasoned competitors. One brand-new rule. And for reasons that only became apparent while recording, an unusually heavy concentration of food, cars, food delivered by car, food consumed after getting out of a car, car parts, collector cars, and at least one company that makes spices for the food.

Host: David GardnerProducer: Bart Shannon

Companies Mentioned: DASH, GPC, HGTY, MKC, MTN, OC, RACE, SYY, TDG, TEAM
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

Stock Stories, Vol. 12: Time Travel Investing Logo

Stock Stories, Vol. 12: Time Travel Investing

Jun 10, 2026 (00:47:47)

For the twelfth time, we gather around the campfire for one of RBI’s favorite traditions: Stock Stories. Five Fools. Five investing lessons. This summer’s tales share a surprising common thread: A biotech shell company that refused to die. An old gift of IBM stock quietly compounding for decades. A Fool who finally bought Alphabet nearly twenty years after he first meant to. A company called Life360 proving that “obvious” doesn’t mean “fully valued.” And a producer awakening to stock-market investing in his 50s.The lesson? You may think you missed it. You probably didn’t.Pull up a chair, grab a marshmallow, and join us around the campfire.

Host: David GardnerProducer: Bart Shannon

Companies Mentioned: GOOGL, IBM, LIF, UBER (and some random CUSIP#!)
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

I Fought The Law (And The Law Won), Vol. 3 Logo

I Fought The Law (And The Law Won), Vol. 3

Jun 03, 2026 (00:36:38)

Why do some organizations seem unable to solve the very problems they were created to fix? Why do seemingly rational people end up chasing the wrong goals? And why does one innocent purchase so often lead to five more?

In this new volume of RBI’s recurring cerebral series, David explores a handful of memorable laws and principles that help explain how people, businesses, markets, and institutions actually behave… from the sublime to the silly. Some are famous. One is his own. All are useful.

Host: David GardnerProducer: Bart Shannon
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

May 2026 Mailbag: Divvy-Pops, Jellybeans & the Kids of Kopachuk Logo

May 2026 Mailbag: Divvy-Pops, Jellybeans & the Kids of Kopachuk

May 27, 2026 (00:49:13)

What happens when Nvidia’s annual dividend suddenly exceeds David’s original Motley Fool cost basis—six times over? This month’s Mailbag brings back a Foolish old term, “divvy-pop,” while also revisiting the power of doing less, holding more, and letting great companies keep surprising you.Also inside: a Buffett-meets-Rule-Breaker reflection from British Columbia, a jellybean contest gone mathematically sideways, a GameStop question that runs straight into the Snap Test, and a closing shout-out to Mr. Ernst’s personal finance class at Kopachuck Middle School in Gig Harbor, Washington—where the next generation is already learning that investing means ownership.

Companies Mentioned: AAPL, AMZN, ANET, BIDU, BN, BRK.A, BRK.B, CHWY, EBAY, ⁠FFH.TO⁠, GME, GOOG, ISRG, MELI, META, NFLX, NVDA, SHOP, TMFC, TSLAHost: David GardnerProducer: Bart Shannon
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

60 Thoughts As I Turn 60 Logo

60 Thoughts As I Turn 60

May 20, 2026 (01:01:11)

To mark his 60th birthday, David delivers what may be the most distilled episode in Rule Breaker Investing history: 20 thoughts about investing, 20 about business, and 20 about life—gathered from decades of entrepreneurship, stock-picking, reading, losing, winning, and trying to stay Foolish along the way.

From the “Ship of Fools” and the spiffy-pop, to optionality, fads that weren’t fads, the hardest thing in life, divergence and convergence, and why the longer Frank Lloyd Wright lived, the more beautiful life became… this is a fast-moving collection of convictions, stories, quotes, and life-earned observations designed to stick with you long after the episode ends.A milestone birthday. A landmark episode. [And yes: somehow, he fit 60 thoughts within 60 minutes.]

Host: David GardnerProducer: Bart Shannon

Companies Mentioned: ABNB, AMZN, CROX, GOOG, LUV, NFLX, SBUX, TSLA
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

What You Have Learned from David Gardner, Vol. 7 Logo

What You Have Learned from David Gardner, Vol. 7

May 13, 2026 (00:43:43)

Once a year, around David’s birthday, listeners send in notes sharing what they’ve learned from this podcast over the years—about investing, business, and life. This year’s volume includes reflections on “dips wait for dips,” learning to appreciate mistakes instead of fearing them, the surprising power of simply doing nothing during market volatility, and why optimism itself may be one of the great competitive advantages in life.Along the way: a physician assistant on the front lines of COVID, a renowned cancer surgeon who juggles, a Foolish Leprechaun who finally stopped trading and started investing, and a Scotsman reminding us all to look for L’Optimisme in the world.Host: David GardnerProducer: Bart Shannon
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Note: Audio transcripts are not currently available for podcast episodes. Episode description provided above contains key topics and insights.

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