Motley Fool Hidden Gems Investing
59 decoded episodes · newest Oct 7, 2026
Motley Fool Hidden Gems Investing is a daily podcast for stock investors. Weekday episodes provide a long-term perspective on business news with Motley Fool investment analysts, while weekend episodes cover personal finance and feature longer-form interviews.
Episodes 59
- Sep 25, 2026 · 40 minMeta bets hardware can turn AI into a daily platformMeta’s glasses and Muse assistant face the harder test of changing consumer habits while Oracle’s risks expose the fragility of the AI infrastructure boom.
- Sep 24, 2026 · 27 minOracle’s AI commitments expose cracks in the infrastructure boomOracle’s force majeure declaration raises questions about AI demand, financing, litigation, and whether infrastructure plans can keep pace with changing compute needs.
- Sep 23, 2026 · 23 minMeta bets partnerships can unlock agentic commerceThe episode tests whether AI agents will reshape shopping first for consumers or for businesses, while weighing which technology companies can capture the value.
- Sep 22, 2026 · 24 minFalcon 9’s possible retirement exposes launch-market fault linesA transition from Falcon 9 to Starship could reshape launch capacity, pricing power, supplier opportunities, and space-investment risk.
- Sep 21, 2026 · 26 minDiesel shock tests markets, Berkshire succession and stock-picking disciplineThe episode connects an energy-cost surge to inflation and business margins, then examines how Berkshire’s leadership change could reshape investor expectations.
- Sep 20, 2026 · 32 minReza Satchu argues commitment sharpens entrepreneurial judgmentThe episode examines how leaders turn uncertainty, capital decisions, and failure into better judgment rather than endless optionality.
- Sep 19, 2026 · 36 minFIRE shifts from escaping work to designing a better lifeFinancial independence can provide both a path toward a more fulfilling life and protection against job loss, health problems, or forced retirement.
- Sep 18, 2026 · 40 minInvestors test consumer weakness against AI’s promiseThe episode connects household pressure, expensive capital, and uncertain AI economics to a practical question: where does durable value remain?
- Sep 17, 2026 · 29 minReal trends still make bad investmentsThe episode separates durable economic themes from investable businesses and valuations, then applies that discipline to housing and market corrections.
- Sep 16, 2026 · 21 minAI’s growth story meets the moat problemThe episode tests whether fast-growing AI companies offer durable advantages or merely expensive exposure to a rapidly shifting market.
- Sep 15, 2026 · 29 minWashington Takes Stakes in Strategic CompaniesGovernment capital is moving beyond subsidies into ownership, creating new support for strategic industries while raising questions about political influence and business discipline.
- Sep 14, 2026 · 27 minAI leaders weigh safety against the cost of staying aheadCalls to slow frontier AI development may reflect real safety concerns, but they also affect competition, regulation, spending, and investment decisions.