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Motley Fool Hidden Gems Investing

The Motley Fool

300 episodes

Motley Fool Hidden Gems Investing is a daily podcast for stock investors.

More about the show

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.

Episodes page 1 of 6

  1. SoFi’s Earnings Shine While PayPal & Boeing’s Earnings Look “Meh”

    · 23 min

    When a bank’s earnings cause the stock to pop more than 15%, then something definitely went right. At least that is what appears to have happened at SoFi this most recent quarter thanks to an earnings beat and raised…

  2. Anthropic’s $500 Billion Question

    · 19 min

    Anthropic's highly anticipated IPO filing reveals explosive growth, surprisingly strong financials, and nearly $500 billion in future AI computing commitments. Meanwhile, Meta looks to raise $95 billion as AI…

  3. America's Real One Percent Has Nothing to Do With Silicon Valley or Wall Street

    · 26 min

    The wealthiest people in America aren't who you think they are. Together, they have more net worth than the Forbes 400 by a factor of ten — and almost no one has heard of them. Motley Fool analyst Rachel Warren talks…

  4. When to Contribute or Convert to a Roth Account

    · 24 min

    There’s an old saying about investing: It’s not what you make, it’s what you keep. Because you aren’t the only owner of your portfolio; you have a co-owner named Uncle Sam, and he eventually will want his share in the…

  5. Is the AI Bubble Popping?

    · 41 min

    Is the AI boom running out of steam, or is the market simply taking a breather? Travis Hoium, Lou Whiteman, and Jason Hall discuss growing concerns over AI spending, SpaceX's ambitious expansion plans, and signs of…

  6. Did IBM Just Tell the Truth About AI?

    · 26 min

    Lam Research is a semiconductor machine business that’s breaking records, but its stock price has been cut nearly in half from highs in 2026. Jon, Matt, and Lou talk about historical cyclicality as well as present…

  7. SpaceX’s $1 Trillion Revenue Ambition: Can Elon Musk Deliver?

    · 23 min

    Netflix is showing signs of maturity as growth slows, but is its valuation becoming attractive? SpaceX reported explosive revenue growth, and Elon Musk is projecting a staggering $1 trillion annual revenue run rate by…

  8. GE & GM Earnings and Deals, Deals, Deals

    · 24 min

    Third quarter earnings reports are coming in fast, but this week kicks off with two Hidden Gem stocks making acquisitions to shore up their businesses. Lou, Matt, and Tyler discuss Salesforce's acquisition of Braze and…

  9. Investors Shoot for the Moon

    · 24 min

    Description: The quantum computing space needs to make progress on error correction before quantum computers are useful, and in the past week, both Alphabet and Quantinuum have made announcements regarding substantial…

  10. Why the Companies Most at Risk of Disruption Are Usually the Most Successful Ones

    · 33 min

    Disruption rarely arrives from the direction an industry expects. It came for retail from a bookseller in Seattle, for taxis from software engineers who had never driven one, and for photography from a camera company…

  11. 10 Tips for Harvesting Investment Losses

    · 16 min

    Somewhere in your portfolio, you probably have a loser -- an investment that is now worth less than what you paid for it. However, all is not lost. If that investment is in a non-retirement account (i.e., not in an…

  12. Flying Cars, Smart Homes, and Cracks in the AI Boom

    · 39 min

    Apple and Tesla are unveiling futuristic products, but are they solving real problems or just creating new ones? Travis Hoium, Lou Whiteman, and Jason Moser debate the future of smart homes, flying cars, AI wearables,…

  13. Is Berkshire Bending the Rules With Bending Spoons?

    · 23 min

    When you think “companies Berkshire Hathaway likes”, often we think of mature, almost iconic businesses that have produced consistent results for years. Bending Spoons, an acquirer of legacy digital assets, doesn’t…

  14. Can Apple Take Over Your Home?

    · 17 min

    Apple is making a new push into smart homes, but will consumers pay premium prices for products they can already get elsewhere? ASML’s latest earnings highlight booming AI chip demand and the limitations of its…

  15. Bank Earnings Have Entered the Upside Down

    · 24 min

    Bad results, stock up. Good results, stock down? This most recent round of big bank earnings has investors scratching their heads. We saw some expected things (Jamie Dimon had words of caution), and some unexpected…

  16. Is Elon Musk Coming for Verizon?

    · 19 min

    Could SpaceX and Starlink disrupt the wireless industry, or are investors overreacting to Elon Musk’s ambitions? Travis Hoium, Lou Whiteman, and Dan Caplinger discuss the challenges facing traditional telecom…

  17. The Private Equity Playbook Most Small Business Owners Never Get Access To

    · 20 min

    Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez —…

  18. Are Your Retirement Savings on Track?

    · 14 min

    Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question. Topics covered: -Benchmarks provided by financial-services firms…

  19. Finding Rule Breakers, IRL Investing, and Making Mistakes

    · 41 min

    Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They…

  20. The Might (and Myths) of Economic Moats

    · 27 min

    For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business…

  21. Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells

    · 19 min

    Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look…

  22. Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming

    · 19 min

    Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman,…

  23. Facing Our Investing Fears

    · 24 min

    Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon,…

  24. Why the Wealthiest People in the Room Are Often the Most Miserable — And What to Do About It

    · 33 min

    After 40 years managing money for some of the most successful people on Wall Street, Matt Ludmer came to a conclusion that surprised even him: accumulating more rarely made his clients happier. Motley Fool analyst…

  25. Act Now to Lower Taxes for 2026

    · 29 min

    In this next installment of our Financial Planning Challenge, Host Robert Brokamp and guest Fool Amanda Kish discuss fourth-quarter tax planning to make sure you are paying as much as you’re supposed to – but not a…

  26. Nike’s Fall, Netflix Growth, and What We Learned in Q3

    · 40 min

    We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play “Over/Under”. As…

  27. Private Assets Are Coming to Your Portfolio…Be Ready

    · 27 min

    For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it possible. Lou,…

  28. The Dots Are Here!

    · 21 min

    OpenAI introduced Dots yesterday following Meta’s Muse becoming a smash hit over the past month. But is this a desperate attempt to stay relevant or a breakthrough in AI? We discuss that and cover Anthropic’s latest…

  29. Airlines are All-In on Premium Seating

    · 23 min

    If it was just one airline, it would be an outlier, but the entire airline industry is moving towards premiumization of the cabin. Alaska Airlines was the most recent company to announce that it is investing to cater…

  30. When $150 Billion Looks Small

    · 24 min

    Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number really matter to a $5…

  31. The Man Who Built the Apple Store Never Tried to Sell You Anything

    · 26 min

    Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story. Motley Fool host Jason Moser sits…

  32. Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More

    · 25 min

    Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including: -Is it better to invest in Treasury bills directly or through an ETF or…

  33. Mark Zuckerberg’s Second Act?

    · 41 min

    Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental…

  34. Oracle Calls Force Majeure Already?

    · 27 min

    Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its…

  35. Musings About the Agentic Future

    · 22 min

    Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the…

  36. The Looming Constraint of the Space Industry

    · 24 min

    Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing…

  37. Diesel’s All-Time High

    · 25 min

    The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consumers could be…

  38. Harvard's Judgment Professor: The Curse of Optionality, and the One Habit That Builds Better Judgment

    · 32 min

    Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part 2 of his…

  39. The Current State of the Financial Independence Movement

    · 36 min

    We all want to eventually get to the point when work is optional. But some people make it a goal to get there much sooner – perhaps even by their 30s or 40s. One fellow who knows a lot about how to do it is Brad…

  40. Consumer Check-In & AI’s Progress

    · 41 min

    Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this…

  41. When is it a Trend? When is it Hype?

    · 29 min

    Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a…

  42. Do AI Moats Exist?

    · 21 min

    We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable…

  43. When the Government Becomes Your Co-investor

    · 29 min

    The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes…

  44. AI Leaders Want to Slow Down Development For…

    · 27 min

    The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other…

  45. Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do

    · 20 min

    Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Fool's Rachel Warren…

  46. Three Lesser-Known But Powerful 401(k) Features

    · 15 min

    In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially…

  47. Apple Folds & Meta Muses

    · 41 min

    Meta unveiled the Muse app this week and it may be a turn in how consumers use AI. It’s a personal assistant that can read your email, update your calendar, and do tasks in the background. But will consumers care?…

  48. Apple Launches New Products in Time for New CEO

    · 28 min

    While Apple has continued to be a great business, it’s been a minute since the company issued a new product that made us go “wow”. With new CEO John Ternus coming from the hardware side of the business, it comes as…

  49. Meta Has Its Muse

    · 20 min

    Meta has fallen behind the other frontier labs recently, but that may have changed on Wednesday when the company introduced the Muse app. Muse will do everything from answer emails to update your calendar and even shop…

  50. GE Aerospace Goes Vertical (Integration)

    · 22 min

    After decades of spinoffs and separations of various parts, GE Aerospace is now trending toward integration. Its $11.75 billion acquisition of Consolidation Precision Products is taking what business schools have been…

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