Podcast · 452 episodes
Motley Fool Hidden Gems Investing, page 3
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.
All episodes, page 3
Cisco & Cerebras Orders up, Stocks DownEarnings-season volatility driven by AI infrastructure demand; reactions to Cisco and Cerebras, plus a “lightning round” of lesser-known earnings.13 Aug 2026 · 27 min · 15 chapters
Neoclouds ShineEarnings and market reaction for “neoclouds” (CoreWeave and Nebius) plus a fast-casual restaurant earnings segment (Cava) and a July inflation update.12 Aug 2026 · 21 min · 9 chapters
RocketLab’s Neutron Update, On Holdings Earnings, and the eVTOL Rivalry Heats UpThe episode covers three areas: Rocket Lab’s earnings and what they imply for Neutron and profitability; On Holding’s latest results and strategy around pricing and direct-to-consumer; and the latest…12 Aug 2026 · 25 min · 7 chapters
The Internet Is Changing FastCloudflare’s earnings call suggests AI “agentic” web traffic is overtaking humans and could grow dramatically; discussion then shifts to U.S.10 Aug 2026 · 27 min · 6 chapters
Mastercard CEO: The $15.6 Trillion Threat Most Investors Are IgnoringMastercard CEO Michael Meebock discusses how Mastercard’s global payments network works, why cybersecurity/fraud prevention is central to growth, and how AI shopping agents and stablecoins could…9 Aug 2026 · 27 min · 9 chapters
In Retirement, More Spending Leads to Higher TaxesHow higher spending in retirement can raise taxes not just in the current year, but for years, because extra withdrawals increase taxable income and trigger ongoing tax bills.8 Aug 2026 · 12 min · 4 chapters
The Trade Desk’s Woes & A New AI Donut?Macro/jobs update, earnings season takeaways, OpenAI’s reported “AI donut” hardware, adtech/Trade Desk results, and a “Value or Value Trap” stock game plus weekly stock picks.7 Aug 2026 · 41 min · 20 chapters
The Wild Swings of Earnings Season ContinueEarnings-season stock swings and the growth-vs-profitability tradeoff, plus reactions to Unity, Celsius, and AppLovin.6 Aug 2026 · 21 min · 7 chapters
Shopify Shines and Uber DeclinesThe episode covers earnings season highlights: Uber, Disney, and Shopify. Guests: Travis Hoium (host), Lou Whiteman (co-host), and Rachel Warren (co-host).5 Aug 2026 · 20 min · 6 chapters
Palantir Makes its Case Against Frontier AIMotley Fool Hidden Gems discusses three earnings: Palantir’s AI/data platform surge, Caterpillar’s “super cycle” tied to data-center CapEx, and Spotify’s shift to mature, margin-focused growth.4 Aug 2026 · 23 min · 6 chapters
Are Mega-Mergers Back?Whether “mega-mergers” are returning in pharma, focusing on AstraZeneca and Bristol Myers Squibb merger talks, plus a mid-year shift in interest-rate expectations and what it means for stocks/bonds,…3 Aug 2026 · 18 min · 9 chapters
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or NotPart 2 of a conversation about markets and the AI boom—arguing that broad index funds now function as bets on AI “hyperscalers,” while AI spending is driving massive capex and turning free cash flow…2 Aug 2026 · 26 min · 10 chapters
Insurance-palooza! All You Need to Know to Protect Your Income and WealthA “Financial Planning Challenge” episode focused on how to protect income and wealth with the right insurance coverage, plus how to buy it and review it annually.1 Aug 2026 · 27 min · 9 chapters
When Leverage Goes Wrong on Wall StreetA leveraged AI-focused hedge fund, Situational Awareness, suffers a rapid margin/liquidity crisis after AI-related positions and shorts reverse; banks call leverage and the firm negotiates a fast…31 Jul 2026 · 41 min · 15 chapters
Microsoft Shows the Mag7 What AI Investment Looks LikeThe episode compares Microsoft vs. Meta earnings to explain what AI investment ROI looks like, then runs a quick earnings “lightning round” and answers a mailbag question about owning competing…30 Jul 2026 · 22 min · 6 chapters
The Consumer Is All Right!Earnings-season stock and consumer-health check: debate over SoFi’s valuation and bank-like fundamentals; then signals from consumer spending (Procter & Gamble, Visa); finally Bloom Energy’s…29 Jul 2026 · 20 min · 5 chapters
Paypal to Stripe: You’re Going to Have to Do Better Than ThatEarnings-season discussion focused on PayPal’s results and the ongoing Stripe/Advent buyout debate, plus Boeing’s earnings and a mailbag on EV adoption (including Lucid).28 Jul 2026 · 25 min · 10 chapters
The Hottest IPO of 2026 Will Shock YouNVIDIA’s reported plan to backstop massive AI/data-center financing deals tied to OpenAI, plus the “hottest IPO of 2026” (CXMT) in DRAM, and a discussion on whether U.S.27 Jul 2026 · 21 min · 6 chapters
Part 1: How to Spot a Corporate Fraud Before It Makes the HeadlinesHow corporate fraud happens and how investors can spot red flags early, using Enron as the main case; also extends to risks in private credit and modern private equity.26 Jul 2026 · 28 min · 9 chapters
The Father of the 4% Rule Says Retirees Can Take Out Much MoreBill Bengen argues the “4% rule” is outdated; many retirees can safely withdraw more than 4% using his updated “SafeMax” framework, influenced by market valuation, inflation, retirement length, and…25 Jul 2026 · 22 min · 12 chapters
What Alphabet’s Stock Drop Tells Us About the Market TodayThe episode argues that Alphabet’s earnings-driven stock drop reflects investor anxiety about AI spending: shares fell about 11% over five days after results.24 Jul 2026 · 41 min · 17 chapters
Mag 7 Starts Burning Cash (for Real)Earnings season kickoff focused on “cash burn” at Mag 7 names, especially Alphabet and Tesla, and how AI infrastructure spending vs auto demand affects investor expectations.23 Jul 2026 · 25 min · 8 chapters
Alphabet’s New Model & Novo’s LawsuitAlphabet’s new Gemini 3.6 Flash model vs expectations for Gemini 3.5 Pro; Novo Nordisk suing Eli Lilly over GLP-1 marketing; GE Vernova energy earnings driven by data-center demand; valuation…22 Jul 2026 · 19 min · 8 chapters
Capital Market Earnings CrashoutEarnings “duds” and market reaction; AI-related cost pressures; oil-market commentary tied to Strait of Hormuz and U.S. Strategic Petroleum Reserve; ETF guidance in the mailbag.21 Jul 2026 · 23 min · 7 chapters