Industry Focus

On the heels of the President’s State of the Union address, we explain why the current state of U.S. healthcare has Amazon, Berkshire Hathaway, and JPMorgan thinking it's time for a change.

Direct download: 20180131_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

The buying spree at JAB Holding Company continues. After spending tens of billions of dollars scooping up coffee brands and restaurant chains, Dr. Pepper Snapple will become the latest addition to the empire after it merges with Keurig Green Mountain, a previous JAB acquisition. Here’s what investors need to know.

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Direct download: 20180130_IF_ConsumerGoodsUSE.mp3
Category:Podcast -- posted at: 3:30pm EDT

Financials Edition host Michael Douglass and contributor Matt Frankel take a close look at the largest U.S. universal banks – Bank of America, Citigroup, and JPMorgan Chase. Here’s what investors need to know about these three banks’ business models, and the right metrics to evaluate each one.

Direct download: IF_01_29_2018.mp3
Category:Podcast -- posted at: 3:30pm EDT

China hasn't always seen eye-to-eye with Google and Facebook, could that be changing? We look at the government's history with big U.S. tech firms, talk about how recent regulations have impacted Chinese tech giants, and hit another lesser covered story that shows how hard it can be to operate in the country.

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Direct download: 20180126_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Seth Clevenger, managing editor of features at Transport Topics -- a print and digital industry newspaper covering trucking and freight transportation – is in the studio to talk about the impact of the new ELD mandate and the future of the trucking industry.

Direct download: 20180125_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Celgene consolidates CAR-T and Sanofi hooks-up in hemophilia. Plus: What’s up with Johnson & Johnson’s post-earnings slide?

Direct download: 20180124_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

As spending on content surged in 2017, so did subscriber growth across the globe. For Netflix to live up to sky-high expectations (and its rich valuation), management will be upping investments across the company again this year. We break down the latest results and offer a glimpse of what lies ahead for the No. 1 streaming service.

Direct download: 20180123_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Industry Focus: Financials dives into fourth quarter earnings from the largest U.S. banks, and what investors should pay attention to.

Direct download: 20180122_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

David Kretzmann hops on the show to chat about what he saw at the Consumer Electronics Show (CES). Specifically, we wade through two trends that have fallen out of favor, and some fun stuff he noticed in Las Vegas.

Direct download: 20180119_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

Lyft and Aptiv teamed up to give 400 rides in a BMW at CES in Las Vegas, Motley Fool Analyst Taylor Muckerman got to experience it firsthand. In today’s show we discuss what it was like and what demonstrations like this show about the future of driving. We also touch on recent bad news for BP and GE.

Slack: Where work happens. Find out why at

Direct download: 20180118_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT