Motley Fool Money

The Motley Fool
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Mar 17, 2026 • 27min

We Didn’t See That Coming from Airlines

Lou Whiteman, a Motley Fool market commentator focused on banking and consumer finance, and Matt Frankel, a stock analyst and company detective, unpack surprising airline moves and why Delta turned rosy amid rising fuel costs. They also tackle Mastercard’s stablecoin play, the blurring line between fintech and banks, and big-picture shifts in payments, filings, and AI-driven infrastructure risks.
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14 snips
Mar 16, 2026 • 22min

Another Day, Another Massive AI Infrastructure Deal

Rachel Warren, Hidden Gems analyst who tracks retail and consumer trends, and Matt Frankel, investing analyst focused on value and dividends, break down a mega AI infrastructure deal and explain neocloud economics. They also compare Dollar Tree’s pricing pivot and what it signals about consumer behavior. Finally, they highlight why leadership matters when evaluating long-term investments.
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18 snips
Mar 15, 2026 • 25min

David Pogue on Apple’s Suprising Past and AI Future

David Pogue, veteran tech journalist and author of Apple: The First 50 Years, joins to explore Apple’s surprising past and future. He recounts Apple’s obsessive product testing and Jobs’ ruthless product cuts. He examines Tim Cook’s scaling, debates whether Apple still innovates, and highlights AI, Siri, Vision Pro, and medical potential for Watch and AirPods.
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41 snips
Mar 14, 2026 • 20min

Make Your Money Last Forever, and the E-Shaped Economy

Practical strategies to make your portfolio last, including withdrawal rules, annuities, and reserve assets. A look at the shifting economy as middle-income Americans show strain and income divides evolve into an E-shaped pattern. Rising oil prices and their potential drag on growth are discussed. Tips on checking Social Security projections and when to delay claiming are also covered.
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17 snips
Mar 13, 2026 • 42min

Is Stagflation Creeping Into the Picture?

Jason Moser, investing analyst who breaks down stocks and industry trends, and Lou Whiteman, analyst focused on economic data and energy markets. They unpack weak Q4 2025 GDP and rising inflation. They discuss the oil price spike and its consumer impact. They debate Adobe’s outlook, Uber’s autonomous strategy, and which stocks and executives are worth watching.
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10 snips
Mar 12, 2026 • 26min

Atlassian’s Layoffs are AI-Inspired

Jon Quast, a numbers-focused Motley Fool analyst, and Matt Frankel, a longtime investment analyst, discuss Atlassian’s 10% workforce reduction linked to AI and whether overhiring played a role. They debate SaaS efficiency and operating leverage. They also run napkin math on the Strategic Petroleum Reserve release and dissect Dollar General’s recent quarter and turnaround prospects.
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Mar 11, 2026 • 19min

Who in Big Tech Is Ready for Agentic AI?

Rachel Warren, investment analyst focused on AI and cloud infrastructure, and Lou Whiteman, tech market commentator, dig into agentic AI and big tech moves. They discuss Amazon’s legal fight over shopping agents and how agents could upend ad-driven commerce. They compare who might win agent-led comparison shopping, examine Meta’s pivot toward autonomous agents, and debate Oracle’s risky data-center buildout.
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Mar 10, 2026 • 24min

Exciting (But Crowded) Opportunities

Lou Whiteman, a skeptical analyst focused on space and nuclear, and Matt Frankel, a research-driven investment analyst in defense and tech, dig into crowded sectors. They parse which space niches look promising and which are overloaded. They debate the real potential versus hype for nuclear and flag a few investing stories and companies to watch.
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16 snips
Mar 9, 2026 • 21min

Surging Oil Prices Spark Market Jitters

Matt Frankel, investment analyst focused on energy disruption and AI/data-center trends. Rachel Warren, stock analyst specializing in market impacts and long-term investing. They dig into oil’s rapid price spike and why it’s rattling markets. They cover S&P 500 reshuffling tied to AI infrastructure. They unpack Hims & Hers’ big move and its market reaction.
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19 snips
Mar 8, 2026 • 24min

A New Kind of Intelligence

Liz Tran, founder of InnerGenius and author of AQ, is a leadership coach who helps leaders avoid burnout and build confidence. She explains agility quotient and four AQ archetypes. She explores strategic unlearning, holding both pessimistic and optimistic views, and building a learn-it culture for long-term investing.

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