Motley Fool Hidden Gems Investing
Episodes
Are Mega-Mergers Back?
Hosts Travis Hoy, Lou Whiteman, and Rachel Warren discuss the potential AstraZeneca-Bristol-Myers Squibb merger, highlighting regulatory hurdles and strategic concerns.
Part 2: Your Index Fund Is a Bet on AI — Whether You Know It or Not
Motley Fool analyst Rachel Warren interviews investigative journalist Bethany McLean about the AI boom’s impact on market concentration and free cash flow.
Insurance-palooza! All You Need to Know to Protect Your Income and Wealth
Host Robert Brokamp and guest Amanda Kish discuss protecting wealth through a comprehensive insurance audit.
When Leverage Goes Wrong on Wall Street
Hosts Travis Hoy, Lou Whiteman, and Jason Moser analyze the collapse of the leveraged AI hedge fund Situational Awareness, discussing margin risks and Citadel’s role in the fallout.
Microsoft Shows the Mag7 What AI Investment Looks Like
The Consumer Is All Right!
Hosts Travis Hoyam, Lou Whiteman, and Rachel Warren analyze recent earnings from SoFi, Procter & Gamble, Visa, and Bloom Energy.
Paypal to Stripe: You’re Going to Have to Do Better Than That
Host Tyler Crowe joins Lou Whiteman and Matt Frankel to analyze PayPal’s earnings and the revised Stripe buyout offer, noting the premium remains insufficient.
The Hottest IPO of 2026 Will Shock You
Hosts Travis Hoy, Lou Whiteman, and Tyler Crow discuss NVIDIA’s massive financial backstops for OpenAI and other AI startups, raising concerns about circular financing.
Part 1: How to Spot a Corporate Fraud Before It Makes the Headlines
Motley Fool analyst Rachel Warren interviews investigative journalist Bethany McLean on spotting corporate fraud and red flags.
The Father of the 4% Rule Says Retirees Can Take Out Much More
Motley Fool host Robert Brokamp interviews William Bengen, creator of the 4% rule, about his new book arguing retirees can safely withdraw more.
What Alphabet’s Stock Drop Tells Us About the Market Today
Hosts Travis Hoyam, Lou Whiteman, and Jason Hall analyze Alphabet’s AI spending surge and negative free cash flow, contrasting it with Tesla’s margin compression and Intel’s turnaround narrative.
Mag 7 Starts Burning Cash (for Real)
Host Tyler Crowe and contributors Lou Whiteman and John Quast analyze the Mag 7’s rough earnings start, contrasting Alphabet’s AI-driven cash burn with Tesla’s operational struggles.
Alphabet’s New Model & Novo’s Lawsuit
Hosts Travis Hoy, Lou Whiteman, and John Quast discuss Alphabet’s new Gemini AI model, noting that while it faces criticism from enthusiasts, its cost-efficiency may appeal to broader users.
Capital Market Earnings Crashout
Host Tyler Crowe joins Lou Whiteman and Matt Frankel to analyze disappointing earnings from MSCI and Equifax, discussing why their stocks fell…
Chinese AI Just Made History
Host John Quast and contributors Matt Frankel and Rachel Warren discuss the rise of prediction markets like Kalshi, distinguishing them from traditional investing.
The Old Software Moat Is Dead — How to Spot the Enterprise AI Companies That Are Actually Winning
Motley Fool analyst Rachel Warren interviews Adam Field, Chief AI Officer at Tungsten Automation, about enterprise AI implementation.
The Truth About Spending in Retirement and Why It’s Good News
David Blanchett discusses how retirement spending often declines rather than rising with inflation, challenging traditional planning assumptions.
Tech Hits a Wall & Netflix Plunges
Hosts Travis Hoyum, Lou Whiteman, and Emily Flippen analyze recent tech sell-offs, attributing volatility to retail panic and leverage rather than fundamental shifts.
Uber’s New Acquisition and GE Aerospace’s Search for Parts
Host Tyler Crowe joins John Quest and Matt Frankel to analyze Uber’s $14.
Does PayPal Have a Buyer?
Big Banks Cash In, IBM Crashes Out
Host Tyler Crowe joins Lou Whiteman and Matt Frankel to analyze IBM’s 26% stock plunge following a preliminary earnings warning about shifted client spending.
2 Hidden Businesses to Watch as AI Keeps Heating Up
Why Most AI Projects Will Fail — And How to Find the Companies That Won't
Motley Fool Analyst Rachel Warren interviews Steve Lucas, CEO of Boomi, about the shift from AI hype to demanding real ROI.
Trump Accounts Are Live, But Are They the Best Choice?
What History Teaches Us About Today’s Market
Hosts Travis Hoyam, Lou Whiteman, and Andy Cross analyze historical tech shifts to contextualize the current AI boom, comparing enterprise-driven adoption in the 80s to today's landscape.
Meta Has Been Busy
Host Tyler Crow joins Matt Frankel and John Quest to analyze Meta’s new AI model and custom chip plans, debating whether the company is unfocused or strategically efficient.
Oil Pulls the Market Lower Again
Hosts Travis Hoyam, Lou Whiteman, and Rachel Warren analyze recent market volatility driven by rising oil prices and tech sector pullbacks, emphasizing long-term perspective over short-term noise.
AI Expectations Hit a Fever Pitch
Are Index Funds Making the Market “Irrational”?
Host Jon Quast joins contributors Matt Frankel and Rachel Warren to discuss SK Hynix’s upcoming US listing and its dominance in high-bandwidth memory for AI.
The Man Who Survived 47 Days on a Raft Has a Lesson for Every Investor
Declare Your Financial Independence!
Host Robert Brokamp and CFP Stephanie Marini discuss retirement readiness for the 2026 Financial Planning Challenge.