Industry Focus (podcast)

With its IPO expected to price later this summer, Sonos will be the rare, pure-play option for investors eyeing the fast-growing smart speaker market. Can this $1 billion business go head to head with some of the world’s largest companies?

Direct download: 20180710_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:51pm EDT

When it comes to U.S. banks, there are four that are in a league of their own when it comes to size – JPMorgan Chase (NYSE: JPM), Bank of America (NYSE: BAC), Citigroup (NYSE: C), and Wells Fargo (NYSE: WFC). In this episode of Industry Focus: Financials, host Shannon Jones and banking specialist Matt Frankel take a closer look at the big four and what investors should know when evaluating these institutions.

Direct download: IF_07092018_Final.mp3
Category:Podcast -- posted at: 3:43pm EDT

We run through questions about the software-as-a-service market: what metrics to watch, what to expect from the industry, and what companies we're excited about. Stocks: CRM, SHOP, APPF, BL

Direct download: 20180706_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EDT

We discuss some headlines from the last week: Tesla finally meeting its production target, GE spinning off healthcare, and Harley-Davidsons latest turmoil. We also chat about the future of flight and Ford’s partnership in China.

Direct download: 20180705_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

Now that both rounds of the bank stress tests are over, let’s see what we learned.

Direct download: 20180702_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT

25 years ago, most households didn't have a computer in their homes. Today, the five largest U.S. companies are in tech. We discuss what trends led us here and how they aren't done yet.

Direct download: 20180629_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EDT

In honor of the 25th anniversary of The Motley Fool we are talking about oil and gas 25 years ago, the present state of the industry, and our predictions for the future. Thanks to Blooom for supporting Industry Focus.  

Get a month free with blooom401k.com/fool and code FOOL.

Direct download: 20180627_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EDT

A $3 billion project to sequence the human genome in the 90's is at the root of a revolution in patient treatment today. Also, can technology bridge the growing gap between healthcare supply and demand? Stocks: TDOC, ISRG, ILMN

Direct download: 20180627_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EDT

Our theme week continues as we celebrate the 25th anniversary of The Motley Fool with a look at the innovation and change that could shape the consumer and retail sector going forward.

 

Thanks to Blooom for supporting Industry Focus. Get a month free with blooom401k.com/fool and code “fool”.

Direct download: 20180626_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EDT

Here’s what has changed in banking over the past 25 years and what we think is in store for the next 25.

Direct download: 20180625_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EDT