Podcast · 453 episodes
Motley Fool Hidden Gems Investing, page 6
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 6
Turnaround Stories and Shorting StocksTurnaround investing (Dollar General) and the ethics/role of short sellers after Citron Research’s Andrew Left securities-fraud conviction; plus listener Q&A on syndicated crowdfunded private equity…2 Jun 2026 · 25 min · 6 chapters
Nvidia’s Next Big Growth Lever?NVIDIA’s “Vera” CPU and whether it signals a new growth lever via ARM-based chips for AI/agentic workloads; then Berkshire Hathaway’s $8.5B acquisition of homebuilder Taylor Morrison; plus a mailbag…1 Jun 2026 · 25 min · 8 chapters
The AI Buildout Is Just Getting StartedBlackRock’s 2026 Thematic Outlook on the next phase of AI buildout—compute and power-grid constraints, rising sovereign defense spending, and real-world asset tokenization—plus how thematic ETFs fit…31 May 2026 · 20 min · 10 chapters
Is Your Plan for Retirement Too Safe?Retirement planning assumptions that are overly conservative, plus warning signs that financial mistakes can signal cognitive decline.30 May 2026 · 17 min · 5 chapters
The Conundrum of Investing in AI TodayAI investing “rationality” vs hype, focusing on private-market valuations, AI cost/ROI pressure, and where AI value shows up (enterprise vs consumer), plus a quick investing segment.29 May 2026 · 41 min · 18 chapters
Snowflake Has a Hot New ProductThe episode covers three investing themes. First, Snowflake’s “Cortex Code (Coco)” AI coding agent drove a surprise rebound: revenue growth jumped to 33% and guidance was raised, reversing part of a…28 May 2026 · 20 min · 6 chapters
The $1 Trillion Club Gets a Little More CrowdedThe episode covers three investing themes: Micron joining the $1 trillion club, Eli Lilly’s early gene-editing heart disease results plus acquisition strategy, and Zscaler’s earnings/guidance-driven…27 May 2026 · 20 min · 4 chapters
Has Ferrari Lost Its Mind?The episode discusses (1) whether Ferrari’s first all-electric model, the Luce (designed with Love From for internals), is a misstep, and (2) broader market drivers: Middle East oil developments and…26 May 2026 · 21 min · 8 chapters
Time To Diversify Internationally?The episode is a Memorial Day mailbag on three investing themes: (1) whether to diversify internationally given U.S.25 May 2026 · 24 min · 6 chapters
Thriving in the Age of OverwhelmExplains “future shock” and cognitive overload from constant information flow and rapid change (including AI-driven uncertainty), arguing it’s not personal failure.24 May 2026 · 24 min · 8 chapters
Give Your Family the Gift of an Estate Plan, and Ask the Same of ThemEstate planning for incapacity and death—how to protect family, avoid conservatorship/guardianship, understand probate vs non-probate transfers, and keep documents and information updated and…23 May 2026 · 30 min · 14 chapters
SpaceX IPO Nears & Retail Makes a ComebackThe episode focuses on SpaceX’s S-1 filing ahead of an IPO, arguing investors will be buying an AI-led company more than a pure rocket business.22 May 2026 · 41 min · 13 chapters
The SpaceX S-1: The Good, The Bad, The VerdictMotley Fool Hidden Gems Investing hosts a deep dive on SpaceX’s S-1, split into “the good,” “the bad,” and a verdict on whether to buy the IPO.21 May 2026 · 25 min · 7 chapters
Google Flexes Its AI MusclesGoogle’s I/O AI announcements and what they mean for mainstream adoption, profitability, chips, and downstream winners/losers.20 May 2026 · 24 min · 8 chapters
The Green Shoots in Home Depot’s EarningsHome Depot’s first-quarter earnings and what they suggest about the housing and home-improvement cycle; then a wider housing affordability discussion and investor Q&A.19 May 2026 · 26 min · 8 chapters
The AI Boom Runs Into an Unexpected HeadwindAI data-center expansion is facing political and infrastructure headwinds (Texas moratoriums, community pushback, “booing” AI speakers), raising costs and slowing ROI; the episode also pivots to…18 May 2026 · 21 min · 8 chapters
The Power of Thinking Inside the BoxDavid Epstein argues that constraints improve thinking and decision quality by forcing people to clarify priorities and explore productively, countering the belief that more information or more…17 May 2026 · 26 min · 10 chapters
A Free Social Security Analysis Tool, and the Yield on the S&P 500 Hits an All-Time LowPersonal finance news plus a deep dive on Social Security claiming strategy using OpenSocialSecurity.com, and broader retirement-planning ideas (spending rates, “more than enough” scenarios).16 May 2026 · 28 min · 13 chapters
Our Pulse On the Stock Market TodayMarket “pulse” after earnings and CPI; how AI-driven capex and pricing power are offsetting inflation/energy and consumer weakness; then value ideas in restaurants, shoe/apparel, and medical devices;…15 May 2026 · 42 min · 12 chapters
AI Is Supplying Blowout Earnings…AgainEarnings recap and investor Q&A focused on AI-driven infrastructure demand, starting with Cisco and Lumentum, then shifting to non-AI “hidden gems” for diversification.14 May 2026 · 29 min · 7 chapters
The Market Just Got a Huge Warning SignInflation re-accelerated, with CPI at 3.8% YoY in April (up from 3.3% in March) and energy driving much of it; PPI also surged (1.4% MoM, 6% YoY), signaling more price pressure ahead.13 May 2026 · 22 min · 7 chapters
Move Over, Magnificent 7, There’s a New Stock Basket in Town“AI 11” stock basket vs “Mag 7,” then athletic wear earnings (Nike, Under Armour, On Holding, Adidas) and a listener mailbag on gambling stocks vs prediction markets.12 May 2026 · 27 min · 8 chapters
What Should Investors Do With the New Wave of IPOs?How investors should approach a new wave of IPOs, using Monday.com’s earnings and the upcoming Cerebris IPO as case studies.11 May 2026 · 23 min · 7 chapters
How to Get Rich in American HistoryHistorian/investor Joseph Moore explains his book “How to Get Rich in American History,” arguing that financial advice changes over time and that many “timeless” ideas are historically recent or…10 May 2026 · 28 min · 9 chapters