Industry Focus

Steve Levine, author of The Powerhouse: Inside the Invention of a Battery to Save the World, joins us in studio to discuss the current status of batteries and the impact they could have on the energy market over the next 10-20 years.

Direct download: IF_Energy_Intro.mp3
Category:Podcast -- posted at: 11:23am EDT

MuleSoft founder Ross Mason talks security, wearables, and electronic health records and lays out an optimistic prediction about the future of healthcare.

Direct download: 03162016_IF_Healthcare.mp3
Category:Podcast -- posted at: 12:00pm EDT

We welcome special guest Brian Dodge from the Retail Industry Leaders Association to share with us his view of some of the trends, challenges, and innovative opportunities that retail management teams are focused on in 2016 and beyond.

Direct download: 03152016_IF_CONSGOODSFINAL.mp3
Category:Podcast -- posted at: 2:12pm EDT

Small bank investing requires a little extra work, but the benefits can pay off mightily.

Host Gaby Lapera and special guest Tim Hanson think that small banks are not only an interesting niche in the investing markets, but one very much worth your time. What makes these banks “small”? Why should an investor even bother with the effort of researching and investing in them? What are the advantageous, disadvantages, and common mistakes investors make when wading into these waters? What are the key checkboxes you must check off before clicking “buy”? The answers to these questions – and more – are right here in today’s financials edition of the Motley Fool’s Industry Focus podcast.

Direct download: 160314_IF_Financials.mp3
Category:Podcast -- posted at: 11:15am EDT

Listen in to hear about the two new products Apple has announced, one nifty way the company is returning value to shareholders, and how Apple is performing in the detachables space.

Then, on the Tesla side of things: what we know about Tesla’s Model 3, how it’ll make electric cars far more accessible to the public than they have been, and what might come of a significantly increased number of EVs on the road.

Direct download: 160311_IF_Tech.mp3
Category:Podcast -- posted at: 4:01pm EDT

The Motley Fool’s Tayor Muckerman and Sean O’Reilly weigh in on recent production moves by oil giant Chevron and analyze the repercussions of a new partnership between SolarCity and Whole Foods.

Direct download: 160310_IF_Energy.mp3
Category:Podcast -- posted at: 5:29pm EDT

The Motley Fool's Kristine Harjes and Todd Campbell discuss what trial failure, commercial failure, and patent expiration at Celldex, MannKind, and PDL BioPharma, respectively, teaches investors about managing risk in the industry.

Direct download: 160309_IF_Healthcare.mp3
Category:Podcast -- posted at: 6:21pm EDT

Extending a wave of industry consolidation, the No. 2 and 4 theater operators in the U.S. will combine to create the largest theater chain in the country. The combined entity will have over 8,000 screens and 600 locations in 45 states. And in other news, stellar revenue growth may soon be a source of nostalgia for Shake Shack investors.

 

Direct download: 03082016_IF_ConsGoods.mp3
Category:Podcast -- posted at: 1:46pm EDT

Around the world, savers are grappling with negative interest rates. Here’s why negative interest rates are unlikely to hit American shores.

Years after the Great Financial Crisis, interest rates are heading even lower. From Japan to Germany, interest rates are so low that they’re negative -- that’s right, negative! Some investors are actually choosing to lose money by investing in government bonds.

But this week’s episode of Industry Focus: Financials has it all. Join us as The Motley Fool’s Gaby Lapera and Jordan Wathen discuss accounting ratios, negative interest rate policy, and why it’s so darn hard to make accurate predictions about the future.

Direct download: 03072016_IF_Financial.mp3
Category:Podcast -- posted at: 3:02pm EDT

Next week Fools will be on the ground in Austin for SXSW -- we run through three speakers we're excited to see and why.

Direct download: 03042016_IF_TechFinal.mp3
Category:Podcast -- posted at: 2:52pm EDT

We say goodbye to one of the nations pioneers and most controversial figures in America's shale revolution: Aubrey McClendon. Plus, a look at what Warren Buffet had to say about energy in his annual letter, ExxonMobil's big upcoming decisions, and we answer listener questions. 

Direct download: 03032016_IF_Energy.mp3
Category:Podcast -- posted at: 12:09pm EDT

The Zika Virus is a top healthcare concern globally, but investors might want to approach companies working on a Zika cure cautiously.

Direct download: 03022016_IF_HC.mp3
Category:Podcast -- posted at: 2:14pm EDT

Hilton announced last week that it will be restructuring into three publicly traded entities, including one of the last REITs after Congress passed legislation in December barring the tax-free REIT spin-offs that had become popular with hotels, restaurants, and casinos. Meanwhile, Lego gets one step closer to the title of world’s largest toy company.

 

Direct download: 03012016_IF_ConsGoods.mp3
Category:Podcast -- posted at: 2:14pm EDT

Starting from the observation that the payments industry is dominated by the oligopoly of Visa, MasterCard and American Express, Gaby Lapera and John Maxfield talk about why it seems to be so prone to disruption.

Direct download: 02292016_IF_Financials.mp3
Category:Podcast -- posted at: 2:58pm EDT

Down over 35% since reporting earnings earlier this month, LinkedIn has some investors thinking about jumping ship. On this episode we break down the reasons for the dip and some growth drivers investors should keep an eye on.

Direct download: 160226_IF_Tech.mp3
Category:Podcast -- posted at: 9:23am EDT

To celebrate the energy sector’s 18th month of endemic misery, this week’s episode is all about the most ominous shadows looming on energy’s horizon.

Listen in to hear which three oil companies have done the worst in the last fiscal year; how a new court ruling in Nevada has put a serious wrench in SolarCity’s business model; how an upcoming filing by two defunct companies could set a seriously nasty precedent for the pipeline space; and, what may be oil’s biggest upcoming threat – electric cars.

Direct download: 160225_IF_Energy.mp3
Category:Podcast -- posted at: 7:09am EDT

Presidential candidates from both sides of the aisles have views on how they'll improve the healthcare system. In this episode of Industry Focus: Healthcare, Motley Fool's Kristine Harjes and Todd Campbell discuss the proposals and their potential impact on the sector.

 

Direct download: 160224_IF_Healthcare.mp3
Category:Podcast -- posted at: 6:30pm EDT

We field listener questions this week. First, we learn about what $500 million of Deadpool box office receipts mean for Walt Disney. Then, we get into some gray area as we discuss the moral challenges governments and companies face as they try to put autonomous cars on the road.

 

Direct download: 02232016_IF_Cons.mp3
Category:Podcast -- posted at: 3:30pm EDT

In this episode of the Motley Fool’s Industry Focus: Financials podcast, host Gaby Lapera and analyst Jay Jenkins break down the forces driving big bank valuations today and try to read the tea leaves on where the market will push this industry next.

Direct download: 160222_IF_Financials.mp3
Category:Podcast -- posted at: 6:34pm EDT

Facebook announced plans to monetize its Messenger property beginning Q2 2016. We dig into the announcement, why investors should be happy, and why users shouldn’t be too worried about being overloaded by ads.

 

Direct download: 02192016_IF_TECH.mp3
Category:Podcast -- posted at: 12:08pm EDT

The band is back together after a week off! This week, the energy team dives into the details of Berkshire Hathaway's purchase of Kinder Morgan and answer some listener questions about the move. Plus, dissecting the rumor mill about Saudi Arabia's production freeze and the woes of mining giants.

Direct download: 02182016_IF_Energy.mp3
Category:Podcast -- posted at: 12:46pm EDT

Motley Fool analysts discuss the challenges biotech companies face when they walk the fine line between patient centered medicine and profit.

Direct download: 02172016_IF_Healthcare.mp3
Category:Podcast -- posted at: 12:18pm EDT

Over the long weekend, Deadpool set multiple box office records for Twenty-First Century Fox with over $280 million in global ticket sales. And after the movie, we treat listeners to dinner as we revisit 3G Capital and the latest results from Burger King and Tim Hortons.

Direct download: 02162016_IF_ConsumerGoods_Final.mp3
Category:Podcast -- posted at: 1:26pm EDT

Listen in to hear more about which two players are dominating the healthcare IT industry, how feasible it is to invest in the little guys, and what areas look most promising for data management companies.

Direct download: 160212_IF_Tech.mp3
Category:Podcast -- posted at: 9:16am EDT

As society eagerly awaits the coming era of autonomous vehicles, automakers are working with regulators and technology companies to change how the consumers think about their commute. Meanwhile, the struggling 3D printing sector turns to new opportunities in the industrial sector.

Direct download: 160211_IF_Energy_audio.mp3
Category:Podcast -- posted at: 1:56pm EDT

Fitbit might be able to give insurance providers a treasure trove of data, and cybersecurity firms like FireEye will help them protect it.

Direct download: 160210_IF_Healthcare.mp3
Category:Podcast -- posted at: 12:06am EDT

On this special episode of Industry Refocus, we welcome Gaby from the Financials team to break down credit cards and the billions of dollars retailers are generating from their brand-specific credit offerings. She also has an update for the housing market and mortgages.

Direct download: 160209_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 5:17pm EDT

We're mixing things up this week on Industry Focus with some cross sector topics.

To kick it off, Tyler Crowe of the Energy & Industrials team joins Gaby for the Finance show to talk about how captive finance companies fit into the role of a industrial manufacturer and the challenges they can present for a company. 

Direct download: 160208_IF_Financials_.mp3
Category:Podcast -- posted at: 6:20pm EDT

ADR’s, goodwill and fiscal years are explained as we run through some listener questions.

Direct download: 160205_IF_Tech.mp3
Category:Podcast -- posted at: 7:49pm EDT

We take a look at the less than impressive earnings from the integrated majors and ConocoPhillips' decision to cut its "sacred" dividend. Plus, what can an NBA finals game teach you about investing? 

Direct download: 02042016_IF_EnergyFinal.mp3
Category:Podcast -- posted at: 2:29pm EDT

Do Gilead Sciences financials deserve high honors? Motley Fool analysts review Gilead Sciences' earnings report to find out.

Direct download: 160203_IF_Healthcare_audio.mp3
Category:Podcast -- posted at: 5:13pm EDT

The CDC has cleared Chipotle just as it prepares to announce full-year 2015 results and new food safety initiatives at a company-wide meeting in Denver. Meanwhile, Coach and Michael Kors bucked the negative trends ailing much of the retail sector during the crucial holiday shopping season.

Direct download: 02022016_ConsumerGoodsFinal.mp3
Category:Podcast -- posted at: 1:27pm EDT

 From a discussion of peer-to-peer lending to a deep dive into why companies are added to and removed from the S&P 500, as well as many things in between.

Direct download: 02012016_IF_FinancialsFinal.mp3
Category:Podcast -- posted at: 1:15pm EDT

Two tech giants announced earnings this week. We run through the numbers and conference calls for Apple and Amazon and explain what investors need to know.

Direct download: 01292016_IF_Tech_Final.mp3
Category:Podcast -- posted at: 12:37pm EDT

Earnings are starting to trickle in for energy industrial stocks, so we discuss the three stocks that interest us the most and the themes we're focused on this quarter. Plus, we dip into the mailbag for a reader question.

Direct download: 160128_IF_Energy.mp3
Category:Podcast -- posted at: 4:04pm EDT

Motley Fool's Kristine Harjes and Todd Campbell distill J&J's financials and discover that there's more to the story than the headline numbers suggest.

Direct download: 160127_IF_Healthcare.mp3
Category:Podcast -- posted at: 7:33pm EDT

From empty grocery store shelves to cold weather apparel sales, we take a Foolish look at the impact of winter storm Jonas on retailers. Also, Coach shares soar after breaking out of a multi-year streak of declining sales.

Direct download: 01262016_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 12:07pm EDT

India is viewed as one of the most appealing markets for big tech firms, but it doesn’t come without challenges. On today's episode we run through some of the issues and how tech companies have found creative solutions around them.

Direct download: 160122_IF_Tech.mp3
Category:Podcast -- posted at: 6:01pm EDT

The oil market has been on a wild ride lately, and all of these stock movements can make us forget that we're investing in companies. So today we're getting up close and personal with Distribution NOW CEO Robert Workman.

Direct download: 160121_IF_Energy.mp3
Category:Podcast -- posted at: 4:45pm EDT

Highlighting the major investing take-away's from this years J.P. Morgan Healthcare Conference.

Direct download: 01202016_IF_Healthcare.mp3
Category:Podcast -- posted at: 10:16am EDT

Three Fools sit down to discuss their latest views on Chipotle, Take-Two Interactive, Taser, and more.

 

Direct download: 01192016_IF_Energy_Final.mp3
Category:Podcast -- posted at: 3:46pm EDT

A deep dive into business development companies

Direct download: 01152016_IF_Financials_PreRec.mp3
Category:Podcast -- posted at: 12:00pm EDT

We dig into declining growth rates in smartphone and PC shipments and try to identify the culprits.

Direct download: 01152016_IF_Technology.mp3
Category:Podcast -- posted at: 2:17pm EDT

The Motley Fool’s Tyler Crowe, Taylor Muckerman, and Sean O’Reilly discuss oil’s fall to $30 and its ramifications for the rest of the economy – particularly car sales. 

 

Direct download: 01142016_IF_Energy.mp3
Category:Podcast -- posted at: 2:54pm EDT

Special guest David Kretzman talks CES highlights and fitting healthcare into a portfolio. See supernovaradio.fool.com for more!

Direct download: 01132015_IF_Healthcare.mp3
Category:Podcast -- posted at: 1:37pm EDT

Macy’s is off to a strong start in 2016 as investors applaud its efforts to close underperforming stores and reduce expenses, while Under Armour continues its months-long slide, shedding 6.7% on Monday following the release of a bearish research report. And Starbucks CEO Howard Schultz reaffirms his excitement around opportunities in China.

Direct download: 01122016_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 12:37pm EDT

What investing in real estate can teach you about investing in stocks

Direct download: 01112016_IF_Fincancials.mp3
Category:Podcast -- posted at: 2:32pm EDT

A shakeup in the wearables space and big news from Netflix are two stories making headlines so far this year at the Consumer Electronics Show in Las Vegas – we explain what’s up and what each item means for investors.

 

Direct download: 01082015_IF_Technology.mp3
Category:Podcast -- posted at: 12:28pm EDT

The oil market has started off 2016 on a wild ride. So we do a quick rundown of the reasons why investors are in such a panic about oil prices this time. Plus, we look at surging SUV sales and Carl Icahn's Christmas gifts.

 

Direct download: 160107_IF_Energy.mp3
Category:Podcast -- posted at: 7:54pm EDT

On this episode, Motley Fool analysts explain how to break down biotech mergers and acquisitions.

Direct download: 160106_IF_Healthcare.mp3
Category:Podcast -- posted at: 5:54pm EDT

While global economic and political uncertainty rattles markets in the New Year, gun makers see their shares surge on executive orders from President Obama.

Direct download: 160105_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 12:11pm EDT

Let's kick off 2016 with a very special interview! The CEO of Electronic Transactions Association – Jason Oxman – joins us to talk about the history, the inner workings, and the future of the payment industry.

Direct download: 160104_IF_Financials.mp3
Category:Podcast -- posted at: 6:48pm EDT

2015 was a rough year for energy, filled with drama, uncertainty, and rough, rough performances across the board.

In this episode of Industry Focus: Energy, Sean O’Reilly, Taylor Muckerman, and Tyler Crowe throw around their ideas about how the sector looks in for 2016. Can oil bounce back? Can coal? Natural gas? What companies need to get their act together, and who’s been on their game throughout last year? How much should we worry about OPEC cornering the market, and what other factors might affect the price of oil?

Listen in to hear their takes on these issues and more.

Direct download: 151231_IF_Energy.mp3
Category:Podcast -- posted at: 6:14pm EDT