Podcast · 452 episodes
Motley Fool Hidden Gems Investing
by The Motley Fool · English
Motley Fool Hidden Gems Investing 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 personal finance and longer-form interviews.
Latest episodes
The Dots Are Here!OpenAI’s “Dots” (Muse-like agents inside ChatGPT) and whether agent-based AI can be monetized; then discussion of Anthropic IPO leaks/metrics and why Aura’s IPO was delayed.30 Sep 2026 · 21 min
Airlines are All-In on Premium SeatingAirlines “premiumification”—more first-class and upsells—plus an investor “baloney meter” segment on whether bold claims are credible, and a mailbag on growth in consumer staples/agriculture.29 Sep 2026 · 23 min
When $150 Billion Looks SmallNVIDIA’s $150B (largest-ever) share repurchase and “AI safety” moves, then defense/security investing and IPO/SPAC screening, plus a mailbag on Klarna.28 Sep 2026 · 24 min
All episodes
The Dots Are Here!OpenAI’s “Dots” (Muse-like agents inside ChatGPT) and whether agent-based AI can be monetized; then discussion of Anthropic IPO leaks/metrics and why Aura’s IPO was delayed.30 Sep 2026 · 21 min · 7 chapters
Airlines are All-In on Premium SeatingAirlines “premiumification”—more first-class and upsells—plus an investor “baloney meter” segment on whether bold claims are credible, and a mailbag on growth in consumer staples/agriculture.29 Sep 2026 · 23 min · 9 chapters
When $150 Billion Looks SmallNVIDIA’s $150B (largest-ever) share repurchase and “AI safety” moves, then defense/security investing and IPO/SPAC screening, plus a mailbag on Klarna.28 Sep 2026 · 24 min · 6 chapters
The Man Who Built the Apple Store Never Tried to Sell You AnythingRon Johnson, former Target merchant leader and CEO of JCPenney, explains how he helped build the Apple Store and why Apple’s retail strategy avoids “selling” in favor of customer service, loyalty,…27 Sep 2026 · 26 min · 6 chapters
Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and MoreA “financial planning mailbag” episode covering: buying Treasury bills directly vs via ETFs/money funds; early retirement withdrawals and Rule 72T; why professionals dislike closed-end funds; using…26 Sep 2026 · 25 min · 8 chapters
Mark Zuckerberg’s Second Act?Meta’s surge after Meta Connect and its AI agent “Muse,” plus debate over whether Meta’s hardware (MetaGlasses, “charm,” and a “Tamagotchi”-like device) can become a real platform; then a separate…25 Sep 2026 · 41 min · 12 chapters
Oracle Calls Force Majeure Already?Oracle’s “force majeure” clause for its New Mexico data center (Jupiter project) amid AI infrastructure delays; plus how investors should think about Medtronic’s MiniMed spinoff/exchange offer and a…24 Sep 2026 · 27 min · 7 chapters
Musings About the Agentic FutureThe episode debates whether Muse (an AI “agent” app that can browse/scrape websites and help with shopping) will disrupt big tech and change commerce, and which businesses could benefit as “walled…23 Sep 2026 · 22 min · 11 chapters
The Looming Constraint of the Space IndustryThe episode argues that a key “space industry” constraint is launch capacity and timing—specifically SpaceX’s plan to retire Falcon 9 in 2028—and how that could affect winners/losers, including…22 Sep 2026 · 24 min · 6 chapters
Diesel’s All-Time HighDiesel prices at an all-time high ($6.51/gal per AAA, +76% YoY) and how the cost ripple may hit inflation and consumer categories; then Berkshire Hathaway succession and governance; then a mailbag…21 Sep 2026 · 25 min · 6 chapters
Harvard's Judgment Professor: The Curse of Optionality, and the One Habit That Builds Better JudgmentJudgment in leadership and investing—why capital allocation reveals CEO judgment, the “curse of optionality” (commitment vs preserving options), and how to raise capital without self-deception.20 Sep 2026 · 32 min · 12 chapters
The Current State of the Financial Independence MovementThe current state of the financial independence (FI) movement—how it’s evolved from “FIRE” to mainstream FI, why FI is about building a life you love (not “retire early”), and practical strategies…19 Sep 2026 · 36 min · 11 chapters
Consumer Check-In & AI’s ProgressWhether the consumer is “alright,” how higher interest rates affect households and corporations, what’s changed in AI investing (safety/regulation, moats, frontier vs smaller models), and which…18 Sep 2026 · 41 min · 13 chapters
When is it a Trend? When is it Hype?How to distinguish durable investing trends from hype cycles, using housing’s “apathy cycle” and nuclear’s fading enthusiasm; then how investors should position for volatility/corrections.17 Sep 2026 · 29 min · 9 chapters
Do AI Moats Exist?Whether “AI moats” exist and how to value AI companies amid fast model turnover and uncertain financials; then where to invest in AI-related stocks.16 Sep 2026 · 21 min · 7 chapters
When the Government Becomes Your Co-investorThe episode examines (1) Forge and Power Solutions’ earnings as an AI “picks-and-shovels” case tied to grid modernization, and (2) the broader theme of governments increasingly acting like…15 Sep 2026 · 29 min · 16 chapters
AI Leaders Want to Slow Down Development For…The episode debates whether AI leaders’ calls to “slow down” frontier model development are driven by genuine safety concerns or by investment/IPO and competitive motives.14 Sep 2026 · 27 min · 8 chapters
Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People DoInvestors overfocus on financial numbers and under-evaluate judgment; in the AI era, judgment becomes the key differentiator because data/math are commoditized.13 Sep 2026 · 20 min · 8 chapters
Three Lesser-Known But Powerful 401(k) FeaturesThree underutilized 401(k) features—self-directed brokerage accounts, the mega backdoor Roth (via after-tax contributions), and the Rule of 55—plus how to check whether your plan offers them.12 Sep 2026 · 15 min · 6 chapters
Apple Folds & Meta MusesThe episode focuses on consumer AI and tech investing, starting with Meta’s Muse AI assistant and debating whether it can overcome privacy friction and consumer “noise” to deliver real value.11 Sep 2026 · 41 min · 12 chapters
Apple Launches New Products in Time for New CEOEarnings reactions and consumer spending pressure (Chewy vs. Casey’s), then Apple’s new CEO-era product launch (iPhone Duo, Apple Watch updates) and what it signals; ends with a mailbag on…10 Sep 2026 · 28 min · 7 chapters
Meta Has Its MuseMeta launches its consumer AI “Muse” app built on the “Muse Spark” model, aiming to act as an “imaginary friend”/shopping assistant that can take actions like booking flights and buying groceries.10 Sep 2026 · 20 min · 8 chapters
GE Aerospace Goes Vertical (Integration)GE Aerospace’s $11.7B acquisition of Consolidated Precision Products (CPP) to vertically integrate jet-engine precision components, plus a discussion of rising cybersecurity hacks (Boston Scientific)…8 Sep 2026 · 22 min · 11 chapters
Bloom Energy’s “Time-to-Power” MoatA triple “mailbag” episode on long-term investing metrics (ROIC, free-cash-flow conversion, buybacks), then the AI data-center power bottleneck comparing Bloom Energy vs Enphase, and finally how to…7 Sep 2026 · 29 min · 14 chapters