The Case for Frontier Markets

It could be Verizon’s turn for a stock bounce. Jack hears from the company’s CFO and a Wall Street bull. Learn more about your ad choices. Visit megaphone.fm/adchoices 

A Morgan Stanley strategist discusses the outlook for home loans and the appeal of mortgage backed securities. Jack chats with e.l.f. CEO Tarang Amin and a Wall Street bull about that stock's wild ride. Learn more about your ad choices. Visit megaphone.fm/adchoices 

Jack talks to a strategist about the recent jobs revisions, and looks at two stocks that took very different paths after earnings. Learn more about your ad choices. Visit megaphone.fm/adchoices 

The Trump administration’s 25% tariffs on goods from Canada and Mexico are now in effect. Is this a negotiation tactic? A new long-term reality? (00:21) Jason Moser and Ricky Mulvey discuss:- The impacts of tariffs on investors and companies.- If Target is a value play.- Okta’s m ... Show More

On this week’s episode, host Colbert Cannon sits down with Steven Silverstein, Chief Executive Officer at Spencer Spirit Holdings, Inc, which operates two distinct experiential lifestyle brands, Spencer’s and Spirit Halloween. We discuss what pushed Steven to pursue a career in b ... Show More

“A pessimist is correct oftener than an optimist, but an optimist has more fun, and neither can stop the march of events,” Robert Heinlein. (00:14) Jim Gillies Ricky Mulvey and discuss:- Fund managers cutting their positions in US stocks.- How long-term investors should react to ... Show More

Riding coattails isn’t a bad thing in investing.(00:14) Jim Gillies and Ricky Mulvey discuss:- The alleged killer of Unitedhealthcare’s CEO getting caught.- A sporting goods retailer buying back a lot of stock.- Aritzia’s comeback year.Then, (17:17) Alison Southwick and Robert Br ... Show More

Tim & Co join Sam Goodwin for a spicy bonus segment usually only available on Timcast.com. Learn more about your ad choices. Visit megaphone.fm/adchoices 

PayPal is not making noise, but standing firm on its earnings outlook. (00:21) Jason Moser and Ricky Mulvey discuss: - How trade disputes are impacting the Port of Los Angeles. - What PayPal’s advertising business means for its growth story. - Earnings from Spotify. Then, (15:30) ... Show More

Deals are back! Rocket Companies sees a fixer upper with Redfin and ServiceNow steps into the agentic AI era with Moveworks. (00:21) Tim Beyers and Dylan Lewis discuss: - Rocket Company’s plans to own even more of the homebuying process with its all-stock purchase of Redfin.- Ser ... Show More

Think you know how the trade wars will shake out? Don’t bet on it. (00:14) Jim Gillies and Ricky Mulvey discuss:- The reaction to potential tariffs in Canada.- Separating your political ideas from your investments.- PayPal’s $15 billion buyback authorization. Then, (16:38) Alison ... Show More

Every stock market valuation is a number from today multiplied by a story about tomorrow. Morgan Housel is the best-selling author of The Psychology of Money and Same as Ever. Robert Brokamp interviewed Housel at our member event FoolFest. This episode is a cut of their conversat ... Show More

If you want to find market-beating stocks, sometimes you have to go where few others are.(00:15) Jim Gillies and Ricky Mulvey discuss:- Why the market may be overreacting to Boot Barn’s CEO departure.- A niche-grocer that’s seen its stock 2x in the past year.- Finding “growth at ... Show More