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
- Aug 20, 2026 · 20 minTarget, Moderna and AI Face Three Very Different Growth TestsThe episode connects a retailer’s uncertain recovery, a biotech breakthrough and worsening AI economics to the question of whether market enthusiasm can last.
- Aug 20, 2026 · 31 minRetailers test AI as margins and delivery economics tightenThe episode weighs whether AI and autonomous delivery can produce durable retail advantages while consumer pressure and a frozen housing market challenge investors.
- Aug 18, 2026 · 23 minRising Treasury yields pressure Klarna and Home DepotHigher long-term rates are reshaping financing costs, consumer demand, and investor expectations across financial technology and housing-sensitive retail.
- Aug 17, 2026 · 30 minBerkshire resumes stock buying as Abel reshapes capital allocationBerkshire’s reversal offers a window into Greg Abel’s emerging investment priorities while the discussion tests how investors should assess growth, risk, and AI-driven opportunities.
- Aug 16, 2026 · 30 minMastercard bets on AI agents to rebuild commerceAI agents, stablecoins, and account-to-account transfers could shift payments from card transactions toward a broader infrastructure role.
- Aug 15, 2026 · 14 minSocial Security benefits hinge on earnings history and claiming ageUnderstanding the benefit formula helps workers replace rough retirement guesses with estimates tied to their actual earnings record and claiming plans.
- Aug 14, 2026 · 45 minAI IPO race tests growth-at-all-costs investingThe episode examines whether AI’s enormous infrastructure spending can produce durable profits before debt, valuations, and interconnected risks become constraints.
- Aug 13, 2026 · 29 minStrong orders fail to lift Cisco and Cerebras sharesThe episode examines what investors may be missing when solid demand and AI exposure fail to translate into stock gains.
- Aug 12, 2026 · 26 minRocket Lab, On Holding and eVTOL bets test growth narrativesThe episode weighs whether ambitious space and aircraft companies can turn growth, strategic deals and adjacent businesses into durable investment cases.
- Aug 12, 2026 · 23 minAI cloud demand tests neocloud financingCoreWeave and Nebius show how powerful AI infrastructure demand can collide with the capital, energy, and execution required to sustain it.
- Aug 11, 2026 · 27 minAI agents and corporate finance test infrastructure investorsThe episode connects a possible shift toward machine-generated internet traffic with the capital, minerals, energy, and financing needed to support it.