Podcast · Business

Motley Fool Hidden Gems Investing

by The Motley Fool · English · Business

Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes offer a long-term perspective on business news with The Motley Fool's investment analysts. Weekend shows are a mix of personal finance and longer-form interviews.

New episodes: Daily
Typical length: 26 min
Latest: 11 Oct 2026
Language: English

Latest episode

11 Oct 2026 · 20 minNew

The Private Equity Playbook Most Small Business Owners Never Get Access To

Out of 1,600 businesses analyzed, not a single one was overpriced. That's just one of the uncomfortable truths Codie Sanchez has uncovered from the inside. Motley Fool analyst Rachel Warren talks with Codie Sanchez — former Wall Street investor, New York Times bestselling author, and founder of Contrarian Thinking — about the private equity frameworks she's now deploying for everyday small business owners. They get into why most founders have accidentally built a job rather than a business, what the $650 billion wave of PE capital moving into Main Street means for owners who are unprepared…

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Earlier episodes 29 most recent

10 Oct 2026 · 14 minNew

Are Your Retirement Savings on Track?

Do the amounts in your IRAs and 401(k)s have you on to path to financial independence? Host Robert Brokamp explains how to get answers to that question.Topics covered:-Benchmarks provided by financial-services firms-Factors that will determine whether you need to save more or less than the benchmarks-Latest thinking on safe withdrawal rates in retirement-Retirement calculators to considerHost: Robert Brokamp, CFP®Engineer: Bart Shannon Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not…
9 Oct 2026 · 41 minNew

Finding Rule Breakers, IRL Investing, and Making Mistakes

Travis Hoium, Lou Whiteman, and Rick Munarriz explore what separates exceptional long-term investments from the rest, from classic Rule Breaker traits to the enormous upside of finding a rare 10x or 100x winner. They examine how the AI era could favor deep-pocketed incumbents, while still leaving room for surprising challengers. The team also looks at Disney and the growing value of real-world experiences, tests their knowledge of investing history, and shares some painful investing mistakes. Plus, Rick and Lou put AMC Entertainment and C.H. Robinson on the radar.Travis Hoium, Lou Whiteman,…
8 Oct 2026 · 27 minNew

The Might (and Myths) of Economic Moats

For many buy-and-hold investors out there just getting started, knowing how to understand businesses better is one of the first skills to develop. One term that the financial media world has developed for business strengths is economic moat: that “it factor” that keeps its competitors from posing a real threat to its business. Lou, Jon, and Tyler break down what makes a good economic moat, what are some of the “false flags” in moat analysis, and examples of companies with both wide and narrow moats.Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast…
7 Oct 2026 · 19 min

Is the AI Bubble About to Burst? Plus, Apple Bets on Doorbells

Travis Hoium, Lou Whiteman, and Jon Quast debate whether the AI boom is becoming a bubble and what could eventually cause it to burst. They also look at how investors can position portfolios when AI valuations look stretched and massive spending continues. Then, the team breaks down Google’s multibillion-dollar nuclear power deal with Constellation Energy and the enormous energy demands coming from data centers. Finally, they discuss Apple’s latest push into the smart home and whether doorbells, cameras, and a new home hub can move the needle. They discuss: - AI Bubble Risks - Investing…
6 Oct 2026 · 19 min

Paramount + Warner Bros.: The $110 Billion Bet That Could Reshape Streaming

Paramount and Warner Bros. Discovery have officially joined forces in a $110 billion deal, creating a streaming heavyweight with more than 200 million subscribers—and $80 billion in debt. Travis Hoium, Lou Whiteman, and Matt Frankel break down whether the combined company can compete with Netflix, Disney, and YouTube, and why debt could define its future. They also look at potential winners like movie theaters and live sports, while debating whether Peacock needs a partner or buyer. Plus, Lou pitches a radical Disney-Netflix combination.Travis Hoium, Lou Whiteman, and Matt Frankel discuss:-…
5 Oct 2026 · 24 min

Facing Our Investing Fears

Motley Fool Hidden Gems Investing helps kick off spooky October with an episode that injects a dose of optimism into investor fears. Specifically, there are fears regarding Anthropic’s risk factors in its S-1, but Jon, Matt, and Rachel remind listeners of past risks that didn’t come to fruition with some great long-term investments. The episode then moves into what is driving the Fear and Greed Index lower before ending with a discussion of where higher bond yields can actually be a good thing. Jon Quast, Matt Frankel, and Rachel Warren discuss: -Risks from S-1 filings for Amazon, Alphabet,…
4 Oct 2026 · 33 min

Why the Wealthiest People in the Room Are Often the Most Miserable — And What to Do About It

After 40 years managing money for some of the most successful people on Wall Street, Matt Ludmer came to a conclusion that surprised even him: accumulating more rarely made his clients happier. Motley Fool analyst Rachel Warren sits down with Matt Ludmer — founder of Aligned Wealth Management and author of The Right Mountain — to explore the gap between financial achievement and genuine fulfillment. They dig into the three-pot portfolio strategy Matt developed after managing insurance company money that changed how his clients think about market volatility, why crossing wealth thresholds…
3 Oct 2026 · 29 min

Act Now to Lower Taxes for 2026

In this next installment of our Financial Planning Challenge, Host Robert Brokamp and guest Fool Amanda Kish discuss fourth-quarter tax planning to make sure you are paying as much as you’re supposed to – but not a penny more. Topics discussed:-Maxing out tax-advantaged savings accounts-Tax-loss harvesting-Donating appreciated stock, and new rules for deducting charitable contributions for 2026-Getting your withholdings right to avoid penalties-Roth conversions-And more! Host: Robert Brokamp, CFP®, EAGuest: Amanda Kish, CFA, CFP®Engineer: Bart Shannon Disclosure: Advertisements are sponsored…
2 Oct 2026 · 40 min

Nike’s Fall, Netflix Growth, and What We Learned in Q3

We discuss what we’ve learned about the economy and markets through the first three quarters of 2026. Then we turn to Nike’s latest quarter (which was terrible), Netflix’s growth concerns, and we play “Over/Under”. As always, we end with the stocks on our radar. Travis Hoium, Lou Whiteman, and Jason Hall discuss: - What We Learned Thru Q3 - Consumer Health - Is Nike Toast? - Over/Under - Netflix Growth - Stocks On Our Radar Companies discussed: Nike (NKE), Netlfix (NFLX), Meta Platforms (META), Alphabet (GOOG, GOOGL), Accenture (ACN), CareTrust REIT (CTRE). Host: Travis Hoium Guests: Lou…
1 Oct 2026 · 27 min

Private Assets Are Coming to Your Portfolio…Be Ready

For years, Wall Street has wanted to be able to sell private assets to more individual investors. This week, the Securities and Exchange Commission just made some major rule changes that could make it possible. Lou, Jon, and Tyler break down who actually benefits from these proposed changes, and what investors need to look out for if they dabble in private assets. Plus, Accenture bucks the AI narrative (for now) and a listener question about portfolio sizing Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss: - Accenture earnings surprise - Did we…
30 Sep 2026 · 21 min

The Dots Are Here!

OpenAI introduced Dots yesterday following Meta’s Muse becoming a smash hit over the past month. But is this a desperate attempt to stay relevant or a breakthrough in AI? We discuss that and cover Anthropic’s latest numbers and the delayed IPO of Aura. Travis Hoium, Rachel Warren, and Lou Whiteman discuss: - Dots Are Here! - Should Muse Worry? - Anthropic’s Prospectus Leak - What We’re Looking For in the S-1 - Aura’s IPO Delay - A Closing Window Companies discussed: Meta Platforms (META). Host: Travis Hoium Guests: Rachel Warren, Lou Whiteman Engineer: Dan Boyd Disclosure: Advertisements are…
29 Sep 2026 · 23 min

Airlines are All-In on Premium Seating

If it was just one airline, it would be an outlier, but the entire airline industry is moving towards premiumization of the cabin. Alaska Airlines was the most recent company to announce that it is investing to cater to wealthier clientele with better (and more) first class cabins. Lou, Matt, and Tyler break down the strategy behind this industry wide move and whether it finally makes the airline industry a worthwhile investment. Plus, do you buy what these companies are selling and a lister question on growth in essential sectors.Have a question? Email us; podcasts@fool.comTyler Crowe, Lou…
28 Sep 2026 · 24 min

When $150 Billion Looks Small

Sure, when NVIDIA announced that its board of directors had approved the largest share repurchase authorization in the market’s history, it was going to make some headlines. But does that number really matter to a $5 trillion company? Lou, Rachel, and Tyler argue that NVDIA’s buyback may have been a little…light. Plus, navigating the new reality of the defense & security industry and the mailbag. Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Rachel Warren: - NVIDIA’s $150 billion buy back plan - The case for a $500 billion buyback - NVIDIA’s AI safety plan and…
27 Sep 2026 · 26 min

The Man Who Built the Apple Store Never Tried to Sell You Anything

Most people assume Apple's retail dominance comes from great products. Ron Johnson, the man who actually built the Apple Store alongside Steve Jobs, says that's only half the story. Motley Fool host Jason Moser sits down with Ron Johnson — creator of the Apple Store and author of Shop Different — to explore what Steve Jobs really cared about, why Apple's new CEO John Turnus doesn't need to be in a hurry, and what Ron's very public stumble at JCPenney taught him that two decades of success at Target and Apple never could. Host: Jason Moser Guest: Ron Johnson Producers: Bart Shannon, Lauren…
26 Sep 2026 · 25 min

Mailbag! Accounts for Early Retirement, Roth Conversions, Closed-End Funds, and More

Host Robert Brokamp is joined by Motley Fool contributor Dan Caplinger to answer financial planning questions sent in from listeners, including:-Is it better to invest in Treasury bills directly or through an ETF or fund?-How to avoid the 10% early distribution penalty if retiring before age 59 1/2-The pros and cons of closed-end funds-Is 90% in stocks too aggressive for a portion of a retirement portfolio?-Sell stocks or take out a loan to pay for graduate school?-Do Roth conversions make sense in your 60s? Host: Robert Brokamp, CFP®, EAGuest: Dan CaplingerEngineer: Bart Shannon Disclosure:…
25 Sep 2026 · 41 min

Mark Zuckerberg’s Second Act?

Meta had a big week as Muse continues to be the hottest product in AI and Meta Connect introduced new glasses, a VR headset, and a charm all powered by Muse. But is this another AI flash in the pan or a fundamental change in how we use technology? Plus, we discuss Oracle’s data center problem, the best tech hardware of 2026, and TPUs in space. Travis Hoium, Lou Whiteman, and Emily Flippen discuss: - Meta’s New Hardware - Muse’s Future - Oracle Declard Force Majeure - Ranking Tech Hardware - TPUs in Space - Stocks On Our Radar Companies discussed: Meta Platforms (META), Alphabet (GOOG),…
24 Sep 2026 · 27 min

Oracle Calls Force Majeure Already?

Two years into a four year plan to build a massive data center in New Mexico, Oracle is already claiming force majeure. The company announced it would not be on the hook for payments should the project not meet its deadlines. Lou, Jon, and Tyler break down why Oracle seems so intent on getting ahead of this right now and the implications it may have down the road. Plus, maybe fintech doesn’t have that many barriers to entry after all and a listener question about spinoffs Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou Whiteman, and Jon Quast discuss: - Oracle is already…
23 Sep 2026 · 22 min

Musings About the Agentic Future

Muse has driven Meta Platforms to a nearly $2 trillion valuation and has captured the market’s attention. But how will Meta make money from Muse and who will the other winners in the industry be? Plus, we discuss the competition and whether Amazon sees this as an existential threat. Travis Hoium, Lou Whiteman, and Tyler Crowe discuss:- Muse v Amazon- How Muse Will Make Money- Shopify’s Bet- Expedia on Muse- Who Wins an Agentic Future? Companies discussed: Expedia (EXPE), Meta Platforms (META), Alphabet (GOOG). Host: Travis HoiumGuests: Lou Whiteman, Tyler CroweEngineer: Dan Boyd Disclosure:…
22 Sep 2026 · 24 min

The Looming Constraint of the Space Industry

Space, the final (investing) frontier? Space stocks have garnered copious amounts of investor attention as of late, and much of the success of the space economy hinges on a small handful of rocket companies bringing down the cost of launch. That could get much more complicated if SpaceX sunsets its falcon 9 rocket by 2028 as has been announced. Matt, Lou, and Tyler discuss how the industry can respond to such a change and what opportunities or risks is poses. Plus, the rate of dividend cuts is rising and listener questions Have a question? Email us; podcasts@fool.com Tyler Crowe, Lou…
21 Sep 2026 · 25 min

Diesel’s All-Time High

The price of diesel fuel is at an all-time high, creating challenges for the economy as it fuels inflation. Jon, Tyler, and Matt discuss why it’s hard to get prices down, as well as how everyday consumers could be impacted. Additionally, Warren Buffett has officially retired and the team discusses the pros and cons of Berkshire Hathaway’s now fully implemented succession plan before ending with a question from our mailbag about when to buy stocks. Jon Quast, Matt Frankel, and Tyler Crowe discuss: -Diesel’s record high price and its economic impacts -The challenge of getting prices back down…
20 Sep 2026 · 32 min

Harvard's Judgment Professor: The Curse of Optionality, and the One Habit That Builds Better Judgment

Why do the most credentialed people on earth — the ones who checked every box, Stanford, Goldman, KKR, Harvard Business School — end up making the safest, most probable choices of their lives? In Part 2 of his conversation with Motley Fool's Rachel Warren, Reza Satchu breaks down his three-word framework for spotting real conviction versus hype (authenticity, momentum, inevitability), why capital allocation is the sharpest test of a CEO's judgment, his biggest regret as a founder (waiting too long to fire people), and the "curse of optionality" that keeps talented people from ever committing…
19 Sep 2026 · 36 min

The Current State of the Financial Independence Movement

We all want to eventually get to the point when work is optional. But some people make it a goal to get there much sooner – perhaps even by their 30s or 40s. One fellow who knows a lot about how to do it is Brad Barrett, the co-founder of the ChooseFI website and the co-host of the ChooseFI podcast. In this episode, Robert Brokamp spoke with Brad about:-The evolution of the financial independence, retirement early (FIRE) movement, and why many have dropped the RE and focus on the FI.-The savings rates and spending mindsets that are the foundations of financial independence-Identifying the…
18 Sep 2026 · 41 min

Consumer Check-In & AI’s Progress

Consumer data is still strong, but companies are telling us a different story. Sales are down, guidance has been rough, and with oil and interest rates rising what’s the future for the consumer? Plus, we discuss this week’s AI ups and downs and the stocks on our radar. Travis Hoium, Lou Whiteman, and Dan Caplinger discuss: - Are Consumers OK? - Interest Rate Takes - AI This Week - Bargain Stocks - End of an Era - Stocks On Our Radar Companies discussed: Nike (NKE), Lululemon (LULU), Deckers Outdoor (DECK), On Holding (ONON), Lennar (LEN), DR Horton (DHI), Toll Brothers (TOL), Meritage Homes…
17 Sep 2026 · 29 min

When is it a Trend? When is it Hype?

Every few years, a investing theme comes about that momentarily captures the zeitgeist, but then fades into the background just as quickly. Anyone that has invested in nuclear stocks recently is the most recent in a long line of investing trends that get caught up in frantic enthusiasm that far surpasses the industry’s progress. Jon, Matt, and Tyler share war stories of the hype cycles they got caught up in and how investors can avoid that fate. Plus, Lennar’s earnings in a rate hike cycle and the mailbag. Have a question? Email us; podcasts@fool.com Tyler Crowe, Matt Frankel, and Jon Quast…
16 Sep 2026 · 21 min

Do AI Moats Exist?

We’re likely to have two trillion dollar IPOs in the next year with Anthropic and OpenAI eyeing the market. And they’ll join Meta, Google, SpaceX, and more in the AI race. But does anyone really have a durable advantage? We discuss that and where we see opportunities in AI. Travis Hoium, Lou Whiteman, and Matt Frankel discuss: - AI Moats - Fragile Competitive Advantage - Valuing AI Stocks - Metrics to Watch - Stock Opportunities Companies discussed: Meta Platforms (META), Alphabet (GOOG, GOOGL), SpaceX (SPCX), Modine Manufacturing (MOD), NVIDIA (NVDA), Microsoft (MSFT). Host: Travis Hoium…
15 Sep 2026 · 29 min

When the Government Becomes Your Co-investor

The US government and governments all over the world have played some active role in the day to day decision making at businesses for years. What we haven’t seen, though, is the US government take active equity stakes in businesses and so directly shape the capital allocation decisions. That has changed under the current administration and has profound impacts on how these business work. Matt, Lou, and Tyler break down the consequences of governments shaping business decisions as an equity investor. Plus, earnings from a Hidden Gems favorite and a listener question Have a question? Email us;…
14 Sep 2026 · 27 min

AI Leaders Want to Slow Down Development For…

The dominant story of the past week has been the wave of leaders in the AI space warning about the pace of frontier models and their fear of them getting “out of control”. While that may be true, there may be other reasons why they’re all sounding the alarm at this precise moment. Travis, Rachel and Tyler take a look at some of the less said reasons why this appers to have hit a fever pitch and whether that changes how investors should view the upcoming Anthropic and OpenAI IPOs. Plus, an investing trend palette cleanser and how to view dividends. Have a question? Email us; podcasts@fool.com…
13 Sep 2026 · 20 min

Harvard's Judgment Professor: Why Numbers Don't Make Decisions, People Do

Investors pour over income statements and cash flow trends — but the person deciding what happens to those numbers next matters more, and it's the thing almost nobody knows how to evaluate. Motley Fool's Rachel Warren sits down with Reza Satchu, HBS senior lecturer and six-time company founder, to unpack why judgment — not intellect or data — is the scarcest asset in the age of AI, whether it can actually be taught, and the real story behind walking away from a billion-dollar buyout offer on his student housing company, only to sell it a year later for $1.7 billion. Host: Rachel Warren…
12 Sep 2026 · 15 min

Three Lesser-Known But Powerful 401(k) Features

In celebration of National 401(k) Day (which was this past Thursday), Robert Brokamp covers three employer-sponsored plan features that often fly under the radar – partially because they can be complex, and partially because many plans don’t offer them.In this episode, Robert discusses:-Advocating with your employer for more features and better investment choices-How a self-directed brokerage within can help both the stock and non-stock side of your portfolio-How to implement the mega backdoor Roth-How the rule of 55 (or 50) can allow some people to make withdrawals a few to several years…

About Motley Fool Hidden Gems Investing

Motley Fool Hidden Gems Investing is a English business podcast from The Motley Fool. Melo plays each episode straight from the publisher's own feed — no ads added, no account needed — and remembers where you stopped, in this browser only.

Publisher: The Motley Fool
Language: English
Category: Business
New episodes: Daily
Typical length: 26 min
Latest episode: 11 Oct 2026
Feed: RSS — paste into any podcast app
Apple Podcasts: podcasts.apple.com/podcast/id306106212
Website: fool.com/podcasts/motley-fool-money
Rights: The Motley Fool

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