The old order is gone. When will the new one arrive?
(00:14) Asit Sharma and Mary Long discuss:
- How to make sense of “tariff buckets.”
- What a French ethnographer can teach us about the current moment.
- Earnings from Goldman Sachs.
Then, (18:23) Tim Beyers joins Mary to talk about the green flags he loves to see in a company.
The Axios article mentioned during the show is available here: https://www.axios.com/2025/04/14/trump-tariffs-transition-discomfort
Companies mentioned: AAPL, GS
Host: Mary Long
Guests: Asit Sharma, Tim Beyers
Producer: Ricky Mulvey
Engineer: Rick Engdahl
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29:31
Aswath Damodaran, Investing in Uncertainty
Compared to Turkey, the United States is an ocean of stability.
Aswath Damodaran teaches corporate finance and valuation at the Stern School of Business at New York University. Motley Fool Senior Analyst Matt Argersinger caught up with Damodaran for our Market Playbook Summit. They discuss:
- How politics and investing have become intertwined.
- Damodaran’s view on Mag7 valuations.
- The role of taxes in deciding whether to buy or sell stocks.
Motley Fool members can find replays from the entire event at live.fool.com.
Companies discussed: TSLA, DIS, META, GOOG, GOOGL, NVDA, AMZN, AAPL, MSFT
Host: Matt Argersinger
Guest: Aswath Damodaran
Producer: Ricky Mulvey
Engineer: Rick Engdahl, Chase Przylepa
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35:50
Tariffs, Trump, and Turmoil
Today we talk economic uncertainty, airlines, building materials, and assorted spirits.
Motley Fool Senior Analyst Asit Sharma caught up with Martín de los Santos, the CFO of MercadoLibre, a few weeks ago for The Motley Fool's Market Volatility Summit. They talked about how MercadoLibre became resilient, and the long-term opportunities for the company.
And Emily and Matt share two stocks on their radar.
Host: Ron Gross
Guests: Emily Flippen, Matt Argersinger, Asit Sharma, Martín de los Santos
Engineer: Dan Boyd
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40:31
The Day After the Market Skyrocketed
If you missed 20 minutes in the market yesterday, then you missed out on almost an average year’s worth of gains.
(00:21) Asit Sharma and Ricky Mulvey discuss:
- Their reflections on one of the best days in the market since WWII, and the hangover today.
- Nike and Lululemon getting caught in a brewing trade war.
- Andy Jassy’s annual letter to Amazon shareholders.
Then, (18:45) Tim Beyers and Mary Long discuss some “icks” for investors to watch as companies report earnings.
Companies discussed: NKE, LULU, AMZN, NFLX, IQ, LCID, CSCO
Host: Ricky Mulvey
Guests: Asit Sharma, Mary Long, Tim Beyers
Engineers: Dan Boyd, Rick Engdahl
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34:00
A Pause for Most Tariffs
President Trump announced a 90-day pause on retaliatory tariffs and a lower 10% reciprocal tariff for most countries. Meanwhile, the trade dispute with China is heating up.
(00:21) Jason Moser and Ricky Mulvey discuss:
- The market’s extreme reactions to tariff news.
- China’s “nuclear option” for the U.S. economy.
- The key themes coming up this earnings season.
- Looking for opportunities in an uncertain environment.
Host: Ricky Mulvey
Guest: Jason Moser
Engineer: Dan Boyd
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Motley Fool Money 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 investing classes and longer-form interviews.
The show is hosted by Dylan Lewis, Ricky Mulvey, and Mary Long.
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