Industry Focus

Sneaking in one more episode this week so we can bring listeners an interview we did with Comma.ai's George Hotz at SXSW. We talked with Hotz about the self-driving car tech his team is working on, some misconceptions about the segment, and what to watch in the coming years.

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Direct download: 20170317_IF_BonusEpisode.mp3
Category:Podcast -- posted at: 10:11pm EST

New legislation passed last year that made it possible for the average investor to participate in early stage private investing rounds. How's it going so far? We sit down with Bill Clark of Microventures and Slava Rubin, founder of Indiegogo. 

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Direct download: 20170317_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

The Motley Fool’s Simon Erickson talks with Sean O’Reilly about what he learned at the SXSW Conference.

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Direct download: 20170316_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Artificial intelligence and gene sequencing are changing how patients are treated. Analyst Simon Erickson shares some of the greatest opportunities and some of the biggest hurdles to adoption of the latest technology in healthcare.

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Direct download: 20170315_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

For the leading streaming service and global entertainment giant, product testing is always happening behind the scenes. Tune in to find out how both companies leverage various tools at their disposal to put forward the “perfect” customer experience.

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Direct download: 20170314_IF_ConsGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In today’s episode, Motley Fool analyst Gaby Lapera is joined by Dylan Lewis, another Industry Focus host. Mr. Lewis reports from Austin, TX at the SXSW Festival, where he attended a session on the future of the payments industry. Both hosts had a lot to say about the relationship between social media and existing payment processors as well as what the space might look like going forward. 
 
Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!

 

Direct download: 20170313_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Apparently Snap's IPO has a lot of people thinking about shorting stocks -- we answer a listener question and get into the nitty gritty risks of deciding to go short.

Direct download: 20170310_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Motley Fool veteran contributor Tyler Crowe calls in and gives a global view of Energy markets from his current location in Malawi.
Direct download: 20170309_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Here's why  Exelixis, Pacira Pharmaceuticals, Kite Pharma, Exact Sciences, and Portola Pharmaceuticals are up more than 50% in the first two months of 2017. 

Direct download: 20170308_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Based on the latest network quality reports, most consumers will be happy with any of the Big Four wireless carriers, but one company continues to shake up the industry. We also provide an update on the struggle Bass Pro Shops is facing in its $4.5 deal with Cabela’s, before looking at the growing trend of delivery as a differentiator for restaurants.

Direct download: 20170307_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

The Oracle of Omaha just released his latest letter to the shareholders of Berkshire Hathaway. In this episode of Industry Focus, we talk about what he had to say. 

 

Direct download: 20170306_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Snap's IPO went well, and the stock is flying high, but that hasn't changed our minds about the ephemeral messaging app/camera company.

Direct download: 20170303_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Everyone is talking about autonomous vehicles these days, but how long until they are a reality?

Direct download: 20170302_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

How drugs are priced the way that they are, and how to determine if drug prices are fair. Also, what makes dollar cost averaging such a powerful investing strategy.

 

Direct download: 20170301_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

The cast looks at the latest earnings results for major department stores as a tough retail environment and major store closures dominate the headlines. They also reach into the mailbag to take a first look at VF Corporation.

Direct download: 20170228_IF_Consumer_goods.mp3
Category:Podcast -- posted at: 3:59pm EST

A mortgage is many homeowners single biggest expense each month, so it pays to understand the costs -- especially for new home buyers and people searching for a lower rate to refinance their house. The Trump administration could affect mortgage costs throughout 2017. Join the Motley Fool’s Nathan Hamilton and Gaby Lapera to learn what you need to know about mortgages in 2017.

Direct download: IF_02272017.mp3
Category:Podcast -- posted at: 4:44pm EST

Digging through the company's earnings release, we break down what went wrong for Fitbit last year, and what management is doing to turn things around and find growth in 2017.

Direct download: IF_02_24_2017_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Energy storage is a hot topic these days, here’s who is currently leading the charge.

Direct download: 02_23_2017_Industry_Focus.mp3
Category:Podcast -- posted at: 3:22pm EST

Carl Icahn's reportedly focusing his brand of investor activism on Bristol-Myers Squibb, but it's anyone's guess if he'll be able to convince the company to sell. Also, Celgene delivers a phase 3 win with blockbuster implications.

Direct download: 20170222_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

From price wars to automation, Fool.com contributor Daniel Kline offers his take on major trends currently driving innovation and growth at your favorite quick service restaurants.

Direct download: 20170221_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Snap is one of the hottest potential IPO's of 2017. Now that we've had a chance to look at the numbers, should investors keep it on their watch list once shares start trading?

Direct download: 20170217_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

BP plc has released its 2017 Energy Outlook that extends to 2035. For long-term investors, BP's opinions may be both surprising and thought-provoking.

Direct download: 20170216_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

In this Valentine's Day edition, we explore cholesterol busters, heart surgery, and the latest in anticoagulants.

Direct download: 20170215_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Dave was just a business school student when he and his friends decided to start an eyewear company that would eventually revamp the entire industry. Now serving as co-CEO of Warby Parker, he shares his story and offers some insight into the state of retail.

 Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30-day trial at audible.com/fool.

Direct download: 20170214_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

The Dodd-Frank Act dramatically transformed the bank industry when it was passed in 2010. But fast forward to today and President Trump is promising to make it a thing of the past. On this week's episode of Industry Focus, Gaby and John provide a comprehensive look at not only the history and purpose of Dodd-Frank, but also how it might be reformed.

Direct download: 20170213_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We explain why Facebook and Shopify are two tech stocks we really like, and answer Gaby's questions about the companies.

Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/fool.

Direct download: 20170210_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

There are many green stocks in the marketplace, here are two of the top plays today.

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Direct download: 20170209_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

 These companies are disrupting their respective industries, and each has catalysts that could reward investors in the future. Is one a better stock to buy than the other?

Thanks to Audible for supporting our podcast. Get a free audiobook with a free 30 day trial at audible.com/fool.

Direct download: 20170208_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

We welcome financials analyst Gaby Lapera to the show to share some of our favorite stocks in the consumer and retail sector. In this case, leading companies in their respective industries can still make for a David and Goliath story. 

Thanks to Thumbtack for supporting Motley Fool. Hire local, skilled pros for just about anything at thumbtack.com today.

Direct download: 20170207_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Listen as two great stocks in the financials sector face off against each other.

Direct download: 20170206_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Apple's recent quarterly check-ins have been fairly ho-hum, but not this time! The Mac maker is back to growth after an impressive quarter, we explain what segments pushed the company over the top, and what investors can expect next quarter.

Direct download: 02012017_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Forget that power plant off in the distance, these places have wind mills present on the horizon.

Direct download: 20170202_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Competitors make headway against Teva Pharmaceutical's top-seller, and Biogen's hemophilia drugs become Bioverativ. Here's what you should know.

Direct download: 20170201_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Will Airbnb launch its IPO in 2017? Is Macau officially on track for a recovery? Will Japan eventually become the new casino capital of the world? Fool.com contributor Seth McNew shares his insights after traveling through the regio

Direct download: 20170131_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Use these tips to get out of debt and make the most of your credit.

Direct download: 20170130_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

It's earnings season, so we're breaking down quarterly results from two Fool favorites, Alphabet and Paypal. We hit the headline numbers, key metrics, and dig through management's comments to catch all the info investors need to know.

Direct download: 20170127_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Aircraft production is basically a duopoloy with just two major players – here’s what investors need to know.

Direct download: 20170126_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

From a big-time patent settlement between Merck & Co. and Bristol-Myers Squibb, to Johnson & Johnson's earnings,  to Aetna and Humana's $37 billion merger bust, we dive into the details behind this week's biggest healthcare stories.

Direct download: 20170125_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Take two leading companies in the eyewear industry, combine them, and what do you get? In this case, say hello to EssilorLuxottica, a massive enterprise that will boast 140,000 employees,  $16 billion of annual revenue, and a global scale that overshadows its closest competitors by a wide margin.

Direct download: 20170124_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

With earnings season in full swing, we now have a good sense for how the nation’s biggest banks performed in the final months of 2016. To say it was a mixed bag would be an understatement. As The Motley Fool’s Michael Douglass and John Maxfield discuss on this week’s episode of Industry Focus: Financials, two of the nation’s biggest banks had breakout quarters, while two more reported particularly dismal results. Listen in to hear why, as well as to learn the one bank stock we think is best positioned to benefit going forward. 

 

 

Direct download: 20170123_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Michael Douglass returns to talk about his framework for analyzing companies and we run Facebook through his wringer. Is it a buy?

Direct download: IF_Energy_01.20.2017.mp3
Category:Podcast -- posted at: 3:19pm EST

The 2017 Detroit International Auto Show just ended and there were big takeaways for consumers and investors alike.

Direct download: 20170119_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

A system that could revolutionize gene research and a first-in-class cancer therapy could be two of healthcare's biggest advances this year. Plus, United Healthcare's earnings review, and a preview of Johnson & Johnson's earnings.

Direct download: 20170118_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Women have been the driving force behind the rise of activewear in the apparel industry. In this episode, we discuss the long-term trends that will continue to fuel this segment and the companies poised to benefit from the nearly $80 billion athleisure market.

Direct download: 20170117_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

We run through a couple different tips to make your resolutions easier to hit in 2017 and talk about why we're focusing on doing more stock research, checking out credit cards, and changing our online passwords.

Direct download: 20170113_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

 U.S. oil production has bottomed out and is on the upswing, here’s what you need to know to position your portfolio the right way.

Direct download: 20170112_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Promo: How to build a profit-friendly stock watch list. Plus, Trump’s tough talk on drug costs and why it’s so important to pay off your credit card debt ASAP.

Direct download: IF_Energy_Intro.mp3
Category:Podcast -- posted at: 3:30pm EST

With just under 51 weeks left to go in 2017, many people are just beginning to hit their stride, working hard on their resolutions. In this episode, the cast discusses their own goals for the new year and why it can be so difficult to keep up with resolutions for the entire year.

Direct download: 20170110_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Financials: New Years Resolutions and Prediction Scoreboard

Millions of people will make New Years Resolutions this year. Some will adopt their resolutions completely, while others are forgotten after just a few short weeks. In this edition of Industry Focus: Financials, join The Motley Fool's Gaby Lapera and Jordan Wathen as they discuss their financial New Year's Resolutions, and check the scoreboard on 12 predictions Jordan made for BDCs in 2015. 

Direct download: 20170109_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

We phone up our boots on the ground at the Consumer Electronics Show to see what big tech trends are being showcased this week in Las Vegas.

Direct download: 20170106_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Drilling activity is already increasing in the U.S. – here’s what investors need to know.

Direct download: 20170105_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Beaten-up biotech has some work to do to restore investor confidence. Here's how Gilead Sciences, Valeant Pharmaceuticals, and the entire industry can get back on track in 2017.

 

Direct download: 20170104_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Grab your popcorn and have a seat as we look back at the record-setting slate of movie releases from last year, the leading entertainment companies behind them, and what film-loving investors can expect in 2017.

Direct download: 20170103_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST