Podcast · 452 episodes
Motley Fool Hidden Gems Investing, page 4
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 4
Chinese AI Just Made HistoryPrediction markets and event contracts (Kalshi) after the World Cup; debate whether event prediction is “gambling” vs investing; China’s AI model Kimi K3 and implications for OpenAI/Anthropic; NVIDIA…20 Jul 2026 · 25 min · 9 chapters
The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually WinningHow to evaluate enterprise AI winners vs hype: why “old software moats” are gone, why the automation/infrastructure layer matters, how “dark data” in documents drives ROI, why pilots fail to scale,…19 Jul 2026 · 26 min · 8 chapters
The Truth About Spending in Retirement and Why It’s Good NewsHow retirement spending typically changes over time (often rising less than inflation), how that affects “safe” withdrawal rates, and how flexible spending can support higher initial withdrawals;…18 Jul 2026 · 14 min · 5 chapters
Tech Hits a Wall & Netflix PlungesTech stocks sell off broadly over ~48 hours, driven by AI/model headlines, earnings, and investor emotion; includes Netflix’s earnings reaction and Alphabet/Gemini model delay; ends with stock…17 Jul 2026 · 41 min · 10 chapters
Uber’s New Acquisition and GE Aerospace’s Search for PartsUber’s $14.8B acquisition of Delivery Hero; GE Aerospace earnings and spare-parts supply constraints; plus a listener mailbag on deep-sea mining (Metals Company, TMC).16 Jul 2026 · 26 min · 9 chapters
Does PayPal Have a Buyer?Reported acquisition of PayPal by Stripe and Advent International, plus a later segment on Johnson & Johnson earnings and Uber’s lobbying over autonomous vehicles.15 Jul 2026 · 20 min · 7 chapters
Big Banks Cash In, IBM Crashes OutBig U.S. bank earnings (JPMorgan, Bank of America, Wells Fargo, Goldman Sachs, Citigroup) and what’s driving broad beats; plus IBM’s sharp stock drop after preliminary results; then a mailbag on…14 Jul 2026 · 24 min · 5 chapters
2 Hidden Businesses to Watch as AI Keeps Heating UpAI demand signals and “picks-and-shovels” investing, anchored by Taiwan Semiconductor (TSMC) and Meta’s data-center expansion; plus a mailbag question on selling part of a portfolio to fund grad…13 Jul 2026 · 20 min · 9 chapters
Why Most AI Projects Will Fail — And How to Find the Companies That Won'tThe episode argues that most enterprise AI projects will fail because companies chase hype and “agentic” experiments without measurable ROI, trust, and data/infrastructure readiness.12 Jul 2026 · 27 min · 12 chapters
Trump Accounts Are Live, But Are They the Best Choice?New “Trump accounts” (kid IRAs) launched July 4; whether they’re best for children, including funding rules, tax treatment, investment options, and withdrawal limits.11 Jul 2026 · 28 min · 14 chapters
What History Teaches Us About Today’s MarketUsing history to interpret today’s market shift driven by AI, comparing it to past tech transitions (PCs, internet, mobile) and discussing “unknown unknowns” for major stocks.10 Jul 2026 · 41 min · 16 chapters
Meta Has Been BusyThe episode “Meta Has Been Busy” covers Meta Platforms’ AI push and investor implications, plus two listener stock questions: GE Vernova and American Tower (AMT).9 Jul 2026 · 28 min · 10 chapters
Oil Pulls the Market Lower AgainThe episode argues that markets are sliding due to oil and inflation headlines, but urges investors not to overreact to day-to-day volatility. It cites the U.S.8 Jul 2026 · 23 min · 7 chapters
AI Expectations Hit a Fever PitchThe episode argues that AI-related stock moves are being driven less by deteriorating fundamentals and more by “expectations games.” Guests Lou Whiteman (longtime Motley Fool contributor;…7 Jul 2026 · 23 min · 5 chapters
Are Index Funds Making the Market “Irrational”?Two-part discussion on (1) SK Hynix’s U.S. ADR IPO and the AI-driven need for high bandwidth memory (HBM), and (2) how “private-to-public” ETFs work after companies IPO, plus a mailbag on whether…6 Jul 2026 · 27 min · 8 chapters
The Man Who Survived 47 Days on a Raft Has a Lesson for Every InvestorLouis Zamperini (WWII hero and Unbroken subject) discusses survival, leadership, and investing-style resilience: adversity builds “hardy” character; optimism and training prevent doubt; failure…5 Jul 2026 · 24 min · 9 chapters
Declare Your Financial Independence!How to assess whether you’re on track for retirement and “financial independence,” using rules of thumb, age-based milestones, retirement calculators, and professional guidance.4 Jul 2026 · 22 min · 9 chapters
Behind Wall Street’s Scorching QuarterWall Street’s strong quarter and what’s driving it (AI chips/compute), plus valuation concerns; then a news segment on Meta offering compute to third parties; and a “decade winners” quiz and stock…3 Jul 2026 · 41 min · 14 chapters
The Challenges of the China MarketThe episode first recaps unusual S&P 500 performance in 1H 2026, then focuses on why selling into China has become harder for many companies (market share declines and demand headwinds), plus a…2 Jul 2026 · 26 min · 10 chapters
Is The Oil Crisis Over? Or Is It Just Beginning?The episode discusses whether the Iran-related Strait of Hormuz oil disruption is truly ending or merely delaying an oil crisis, then pivots to a new stablecoin (OpenUSD) and finally Nike’s earnings.1 Jul 2026 · 20 min · 5 chapters
Picking the Winners of the Honeywell BreakupThe episode of Motley Fool Hidden Gems Investing focuses on “picking winners” after Honeywell’s breakup and on several recent corporate deal announcements.30 Jun 2026 · 27 min · 7 chapters
Rocket Lab Shakes Up Satellite CommunicationsThe episode covers two investing themes: Comcast’s planned spinoff of NBCUniversal and Rocket Lab’s acquisition of Iridium, plus a listener question about when to sell stocks.29 Jun 2026 · 21 min · 5 chapters
The AI Headlines You Should Be Most Suspicious OfHow to spot AI hype (“AI washing”) and judge whether AI-driven transformations are real, including what boards and investors should look for beyond headlines.28 Jun 2026 · 29 min · 11 chapters
401(k) Champions and Soaring Value StocksThe episode covers two areas: (1) why “value” stocks are outperforming despite AI/tech hype, and (2) how to improve 401(k) participation through peer mentorship and better workplace education.27 Jun 2026 · 22 min · 7 chapters