Goldman Sachs Kicks Off Earnings Season
Motley Fool Money kicks off earnings season with Goldman Sachs' Q1 2026 results, highlighting $17.2 billion in net revenue (up 14% YoY) and earnings per share of $17.55, beating expectations. The episode breaks down the bank’s mixed performance: equities revenue surged 27% while FICC revenue fell 10%, and the Asset & Wealth Management unit grew 10% despite a dip in private banking fees. Hosts discuss how the rebound in capital markets, high‑profile IPOs, and volatile geopolitical events like the U.S. blockade of Iranian ports are shaping both Goldman’s outlook and broader market themes for the coming earnings season.
Morning Market Brief
Lawrence Fuller warns that the recent rally in the S&P 500 and Russell 2000 was premature, driven by hopeful rhetoric around a cease‑fire in the Middle East that never materialized. He notes rising oil prices after the U.S. Navy threatened...
Decamillionaire Fireside Chat: Due Diligence Tools, Strategies and Case Studies | Marc Halpern
In this fireside chat, Marc Halpern, co‑founder of the Deep Due Diligence Investors Club, explains how his group uses a rigorous, three‑layer framework—sponsor (the jockey), opportunity (the horse), and macro environment (the track)—to evaluate private‑placement deals. He describes their AI‑driven...
The Hedge Fund That Stays Ahead of the Street (Matt Zabloski)
In this episode, host Travis Ricciardo interviews Matt Zablowski, founder of the Vancouver‑based natural resources hedge fund Delbrook, about the structural shift in global commodities and the under‑investment in resource exploration. Zablowski explains Delbrook’s high‑conviction, concentrated strategy—half of assets in...
How Bond Issuers Will Take Advantage of Iran Ceasefire
The episode examines how the recent Iran‑US ceasefire is reshaping bond issuance in the Gulf and broader emerging markets. With public markets still volatile, sovereigns like Abu Dhabi and Qatar, as well as Egypt, have turned to private placements, accepting slightly...
Mariner's Krumpelman: Buckle up to Ride the S&P to 7,700 by Year's End
In this episode, host Chuck Jaffe interviews three experts—Jeff Crumpleman of Mariner Wealth Advisors, John Cole Scott of CEF Advisors, and James Abate of Horizon Investments—about navigating the current market volatility. Crumpleman reaffirms his pre‑war forecast that the S&P 500 will...
Software Winners & Losers in the Age of AI (W/Alex Rubalcava & Paul Bricault) | #626
In this episode, MedFavor hosts venture partners Alex Rubalcava and Paul Bricault of Amplify LA to discuss how AI is reshaping the software landscape, distinguishing between vulnerable, commoditized SaaS products and mission‑critical, data‑rich enterprise solutions that remain defensible. They explain...
Clean Energy Tax Credits: New Guidance and Industry Response
The episode breaks down the Treasury and IRS’s new Notice 2026-15, which clarifies material assistance and prohibited foreign entity (PFE) rules for clean‑energy tax credits under the Inflation Reduction Act’s One Big Beautiful Bill Act. Guest Jennifer Bernardini, a PwC...
Why Hiring Talent Is a Growth Strategy
In this 7‑minute episode, Kalpana Fitzpatrick talks with Karen Hewitt of The Gym Group about how partnering with Jobcentre Plus has become a core growth strategy for the fast‑expanding gym chain. Hewitt explains the challenges of finding qualified Level 3 personal trainers...
The Ceasefire, Africa and Senior: Companies and Markets Show
The episode opens with Julian Hoffman dissecting the shaky US‑Iran ceasefire, highlighting the lack of clear terms, ongoing tensions in the Strait of Hormuz, and the mixed market reaction that has nonetheless lifted European equities and trimmed oil prices. The...
Capitalizing on Opportunities to Serve High-Net-Worth Clients
In this episode, ABA’s Mark Benskin discusses the evolving wealth‑management landscape, highlighting the rapid rise of Registered Investment Advisors (RIAs) and their appeal to high‑net‑worth clients due to greater independence and higher revenue shares. He explains how community banks can...
Will AI Destroy the Software Industry?
The Motley Fool podcast episode "Will AI Destroy the Software Industry?" examines why software stocks have slipped as investors grapple with AI‑driven disruption. Hosts and guests identify SaaS firms most exposed to generative‑AI competition and contrast them with companies positioned...
Accounting for Cannabis (#393)
In episode 393, Steve Bragg explains how the federal prohibition of marijuana under Section 280E forces cannabis companies to treat book accounting and tax accounting as two separate, often divergent, processes. While financial statements follow normal GAAP, the IRS disallows...
Metal Movers: Strait of Hormuz - How Sulphur Is Impacting the Copperbelt
In this joint Argus Fertilizers and Argus Metals episode, the hosts examine how the Middle East conflict, especially the closure of the Strait of Hormuz, has choked sulfur shipments that feed the African copper belt’s leaching operations. Sulfur prices in...
Morgan Creek's Yusko Says to Invest in 'Uncomfortable Areas' Now
In this episode, Morgan Creek’s Chief Investment Officer Mark Yusko argues that the best opportunities lie in areas that make investors feel uncomfortable, highlighting the need to look beyond popular, over‑bought stocks. He discusses the current market volatility, the appeal of...
