Motley Fool Hidden Gems Investing
Episodes
Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More
Hosts Robert Brokamp and Dan Kaplinger answer listener questions on personal finance topics.
Mark Zuckerberg’s Second Act?
Hosts Travis Hoy, Lou Whiteman, and Emily Flippen analyze Meta’s recent hardware launch, debating the practicality of its new glasses and AI agent Muse against the backdrop of rising AI competition.
Oracle Calls Force Majeure Already?
Hosts Tyler Crowe, Lou Weitman, and John Quast analyze Oracle’s force majeure claim on a New Mexico data center, debating its implications for AI infrastructure financing and regulatory risks.
Musings About the Agentic Future
Host Travis Hoyman and guests Lou Whitman and Tyler Crowe analyze Meta's new AI app, Muse, and its potential to disrupt big tech.
The Looming Constraint of the Space Industry
Hosts Tyler Crowe, Matt Frankel, and Lou Whitening analyze the impact of SpaceX retiring the Falcon 9 rocket in 2028, identifying Rocket Lab and…
Diesel’s All-Time High
Host John Quast and guests Tyler Crow and Matt Frankel analyze record-high diesel prices and their delayed impact on consumer inflation, particularly in food, airfare, and construction.
Harvard's Judgment Professor: The Curse of Optionality, and the One Habit That Builds Better Judgment
In this episode, Motley Fool analyst Rachel Warren interviews Harvard Business School lecturer and six-time founder Reza Satu on the critical role of judgment in leadership.
The Current State of the Financial Independence Movement
Brad Barrett, co-founder of Choose FI, joins Robert Brokamp to discuss the evolution of the financial independence movement from early retirement to sustainable lifestyle design.
Consumer Check-In & AI’s Progress
Hosts Travis Hoyiam, Lou Whitman, and Dan Kaplinger analyze a weakening consumer economy, noting that premium brands like Nike and GM are struggling despite overall retail resilience.
When is it a Trend? When is it Hype?
Hosts Tyler Crowe, Matt Frankel, and John Quest analyze the housing market's "apathy cycle," discussing Lennar's weak earnings and highlighting…
Do AI Moats Exist?
Host Travis Hoy discusses the fragility of AI moats with guests Lou Whitman and Matt Frankel, debating whether companies like Anthropic and OpenAI possess durable competitive advantages.
When the Government Becomes Your Co-investor
Host Tyler Crowe joins Matt Franl and Lou Whiteman to discuss the growing trend of government equity stakes in companies, analyzing deals like Intel and L3Harris through a national security lens.
AI Leaders Want to Slow Down Development For…
Host Tyler Crowe and contributors Rachel Warren and Travis Hoyham debate whether recent calls to slow AI development are genuine safety concerns or…
Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do
Harvard Business School lecturer Reza Sattar argues that judgment, not data, is the scarcest asset in the AI era.
Three Lesser-Known But Powerful 401(k) Features
Host Robert Brokamp explores three underutilized 401(k) features: self-directed brokerage accounts, the "mega backdoor Roth" strategy, and the Rule of 55.
Apple Folds & Meta Muses
Hosts Travis Hoyham, Lou Whitman, and Jason Hall analyze Meta’s new Muse AI app, debating its potential to declutter digital lives against significant privacy concerns and consumer friction.
Apple Launches New Products in Time for New CEO
Host Tyler Crowe and contributors John Quoss and Matt Franl analyze why Chewy and Casey’s General Stores saw stock declines despite decent earnings,…
Meta Has Its Muse
Host Travis Hoy and guests Lou Whitman and Rachel Warren analyze Meta’s new Muse app, debating whether its consumer AI agents can overcome privacy concerns and competition from established platforms.