Industry Focus

There's no way around it -- this was the worst week for the stock market since 2008. As reports of coronavirus have spread, concerns over individual safety, travel and global supply chains have spooked the global markets and sent stocks down. Even stalwart businesses have felt the pinch. We talk about what's going on in the market and the important lessons for investors.

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Direct download: 20200228_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

 Per a listener request on Twitter, we’re diving into the defense industry with Industry Focus contributor Lou Whiteman. On the first half of the show, we take a look at the winners and losers from the most recently proposed defense budget. On the back half of the show, we discuss Leidos (NYSE:LDOS), the biggest IT business in the defense industry and an interesting way to play increased “techification” of the defense industry. 

Stocks Mentioned: NOC, GD, HII, OSK, TXT, LMT, RTN, LDOS, AMZN, MSFT, SAIC

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Direct download: 20200227_IF_Energy.mp3
Category:Podcast -- posted at: 3:09pm EST

Host Emily Flippen sits down with the founder and CEO of GraniteShares, Will Rhind, to talk about NYSEARCA: XOUT - a new ETF focused not on what you should add to your portfolio but what you shouldn’t.

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Direct download: 20200126_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EST

Asit Sharma joins this week to discuss some of the trendiest consumer goods stocks- including fake meat and fake space travel. But no good theoretical discussion is good without a slice of very real pizza on top.

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Direct download: 20200225_IF_CG.mp3
Category:Podcast -- posted at: 3:50pm EST

On this week’s episode of Industry Focus: Financials host Jason Moser takes a look at 5 of his favorite passages from Warren Buffett's most recent shareholder letter. Then make sure to catch Matt Frankel's conversation with Marcos Rosenberg, Head of U.S. Deposits with Marcus by Goldman Sachs!

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Direct download: 20200224_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Ben Hunt is the creator of Epsilon Theory and CIO of Second Foundation Partners. In his writing at Epsilon Theory, Ben uses  game theoretical principles and natural language processing to analyze how narratives evolve and drive behaviors in markets and politics. This gives Ben a unique perspective on markets that any investor can learn from. We hope you’ll enjoy our conversation.



Direct download: 20200222_IF_BenHunt_Bonus.mp3
Category:Podcast -- posted at: 12:00pm EST

The Amazon/PayPal/Square/eBay/Craigslist of Latin America MercadoLibre reported earnings in February and it was another blowout quarter for the company. The company's more mature e-commerce business is still going strong, but it has found a huge growth lever in its Mercado Pago payments platform. We explain how more and more Mercado Pago transactions are happening off-platform and why that's a good thing for investors.

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Stocks: MELI

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Direct download: 20200221_IF_Technology.mp3
Category:Podcast -- posted at: 3:30pm EST

For the past month, coronavirus has dominated headlines worldwide. However, much of the market has ignored those concerns… except for the energy markets. Motley Fool Contributor Jason Hall joins the show to discuss how he’s handling coronavirus concerns as well as a couple of his recent stock purchases, Jeff Bezos’s $10 billion donation to fight climate change, and a listener question on Pattern Energy.

Listen to the end to hear Jason, Austin, and Nick’s hottest takes on the Astros cheating scandal. 

Stocks Mentioned: AAPL, HLT, F, SPCE

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Direct download: 20200220_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

One in seven healthcare dollars in the United States are spent on diabetes and its related complications. That’s a huge burden for patients and for insurance companies. Thankfully, businesses are working to improve the outcomes for patients. Industry Focus Contributor Brian Feroldi joins the show to dive into three companies trying to improve diabetes treatment and monitoring: Dexcom, Tandem Diabetes, and Insulet.

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Stocks Discussed: DXCM, TNDM, PODD

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Direct download: 20200219_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Dan Kline joins Emily Flippen to debunk the myth of the “retail apocalypse” , what he sees as driving the sector's underperformance, and what could have gone different to save the industry.

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Direct download: 20200218_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Investors finally have closure on the Sprint/T-Mobile deal, we explain the decision, what it says about Sprint and T-Mobile, and what it all means for major Sprint shareholder Softbank. Then we switch gears and talk about the FTC's new focus on small acquisitions made over the past few years by Apple, Amazon, Google, and Microsoft.

Stocks: AAPL, AMAN, GOOG, GOOGL, MSFT, TMUS, S

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Get the first $50 off  your first job post at LinkedIn.com/fool. Terms and conditions apply.

Direct download: 20200214_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Industry Focus Contributor Matt DiLallo joins the show to help tackle some of your questions! Topics include: Water Utilities, Investing in Natural Gas, Whether Antero Midstream is a Dividend Play or Dividend Trap, Opportunity Zones, Lithium, and one stock Matt loves right now. 

Stocks Mentioned: NEE, BAM, BIP, BEP, SQM, AM, AR, AY, AOS, DHR

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Thanks Health IQ!  See if you qualify for lower rates! healthiq.com/fool

Direct download: 20200213_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

We've got three under the radar healthcare stocks for your watchlist. Contributor Brian Feroldi hops on to talk Semler Scientific, LaMaitre Vascular, and Fulgent Genetics.

Stocks: SMLR, FLGT, LMAT

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Direct download: 20200212_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EST

There has been a prospectus making a big splash in a year where IPOs have been anything but exciting. Motley Fool contributor Jason Hall and host Emily Flippen break down Warner Music's new filing and its intent to go public- letting you know what is to love and hate about this music giant.

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Direct download: 20200211_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In this week’s installment of Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the latest results from Markel (NYSE: MKL) and why we’re so excited about the company’s future. Then, Frankel discusses four of his favorite ways to invest in retail through the real estate industry. Plus, we read some more of our listener’s most recent stock purchases and reveal the stocks we’re watching this week.

Direct download: IF_02.10.2020_final.mp3
Category:Podcast -- posted at: 2:06pm EST

Spotify made some big purchases in 2019, buying up Gimlet and two other companies for $400 million. This week, it doubled-down on its podcast bet, announcing it was buying Bill Simmons' media outlet The Ringer. We explain how podcasts fit into Spotify's strategy and check in Google's YouTube now that Alphabet has started breaking out its revenue contribution.

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Stocks: SPOT, GOOG, GOOGL (edited) 

Direct download: 20200207_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Last week, we sat down with Tracy Shuchart to discuss the current state of the oil market. Tracy is an expert on the oil and gas market, working as an oil futures trader and managing an energy-focused portfolio for a family office. She’s also built a huge following on Twitter through her @chigrl account, where she shares what she’s watching in the market each day. 

Topics include why shale drillers could be due for a wave of bankruptcies, coronavirus, how changing tanker fuel standards are impacting oil demand, and why a product glut is weighing down the oil market. We hope you’ll enjoy our conversation!

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Direct download: 20200206_IF_Energy_reup.mp3
Category:Podcast -- posted at: 3:30pm EST

On this week’s episode of Industry Focus: Wildcard Wednesday host Jason Moser sits down with Fool healthcare analyst and IF favorite Shannon Jones to catch up on the latest regarding the coronavirus as well as three big healthcare earnings reports and the stock you need to have on your watch list!

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Direct download: 20200205_IF_WildCard.mp3
Category:Podcast -- posted at: 3:30pm EST

Direct download: 20200204_IF_CG.mp3
Category:Podcast -- posted at: 3:30pm EST

Visa (NYSE: V) and PayPal (NASDAQ: PYPL) recently released their fourth quarter earnings. On this week’s Industry Focus: Financials, host Jason Moser and Fool.com contributor Matt Frankel, CFP discuss the numbers and what it means going forward. We’ll also hear about Berkshire Hathaway’s (NYSE: BRK-A)(NYSE: BRK-B) latest investment move and why Jason and Matt are watching Goldman Sachs (NYSE: GS) and Chipotle (NYSE: CMG) this week.

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Direct download: IF_financials_02.03.2020.mp3
Category:Podcast -- posted at: 3:45pm EST

WWE stock plunged more than 20% on Friday following the surprise departure of its co-presidents. Dan Kline joins the show to break down the news, as well as Penn National Gaming’s recent investment in Barstool Sports. Finally, Dan, Austin, and Nick give their picks for the Super Bowl game and some of the most interesting prop bets on the board. 

Stocks Mentioned: WWE, PENN, PDYPY, DEAC

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Direct download: 20200131_SaturdayBonus.mp3
Category:Podcast -- posted at: 12:00pm EST