Industry Focus

Snap got a bump early this week as a flurry of "Buy" notes came in from sell-side analysts. On this episode, we walk through the sell-side/buy-side dynamic and dig into the analyst reports.

Direct download: 20170331_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

In a classic case of whiplash, hedge funds are now turning sour on crude after bullish bets hit an all-time high just a few weeks ago – the Energy crew weighs in.

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Direct download: 20170330_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

A jam-packed month for news that includes a failed plan to replace Obamacare, a big cardiovascular study, a fast-approaching IPO, and a big advance in treating ovarian cancer has big implications on top healthcare stocks.

Direct download: 20170329_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

With billions of gamers and technology improving each year, video game companies are finding new ways to engage with customers. Here are some of the major takeaways for investors.

Direct download: 20170328_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Richard Davis is one of the greatest bankers of the modern era. As CEO of U.S. Bancorp since the end of 2006, Davis has spent the last decade atop the most profitable big bank in America. In this week’s episode of Industry Focus: Financials, we tease out the most interesting insights that Davis, who retires next month, shared in a wide-ranging interview with The Motley Fool’s John Maxfield.

 

 

Direct download: 20170327_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

You asked for it! Motley Fool Options analyst JP Bennett hops on the show to do an introduction to options and answer some listener questions on the topic. 

Thanks to Audible for supporting our podcast. Listen to Audible’s new original series: Ponzi Supernova. Details at audible.com/ponzi. Audible and Amazon Prime members listen free.

Direct download: 20170324_IF_Technology.mp3
Category:Podcast -- posted at: 9:57am EST

Oil prices are up, but not anywhere near where their highs of 2014 – so why are producers upping production by 1 million barrel?

Direct download: 20170323_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Veeva's President discusses the cloud solution company he co-founded, from its small beginnings in healthcare CRM to its latest Vault products and expansion outside of life sciences.

Direct download: IF_03222017.mp3
Category:Podcast -- posted at: 3:31pm EST

Asit Sharma joins the show to help answer questions from our Foolish listeners who want to know more about goodwill and the $300 billion food distribution industry.

Thanks to Audible for supporting our podcast. Listen to Audible’s new original series: Ponzi Supernova. Details at audible.com/ponzi. Audible and Amazon Prime members listen free.

Direct download: 20170321_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

Not every legendary investor is worth following, and not every way to get rich is as obvious as it may seem.

 

Direct download: 20170320_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Sneaking in one more episode this week so we can bring listeners an interview we did with Comma.ai's George Hotz at SXSW. We talked with Hotz about the self-driving car tech his team is working on, some misconceptions about the segment, and what to watch in the coming years.

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Direct download: 20170317_IF_BonusEpisode.mp3
Category:Podcast -- posted at: 10:11pm EST

New legislation passed last year that made it possible for the average investor to participate in early stage private investing rounds. How's it going so far? We sit down with Bill Clark of Microventures and Slava Rubin, founder of Indiegogo. 

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Direct download: 20170317_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

The Motley Fool’s Simon Erickson talks with Sean O’Reilly about what he learned at the SXSW Conference.

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Direct download: 20170316_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Artificial intelligence and gene sequencing are changing how patients are treated. Analyst Simon Erickson shares some of the greatest opportunities and some of the biggest hurdles to adoption of the latest technology in healthcare.

Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!

Direct download: 20170315_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

For the leading streaming service and global entertainment giant, product testing is always happening behind the scenes. Tune in to find out how both companies leverage various tools at their disposal to put forward the “perfect” customer experience.

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Direct download: 20170314_IF_ConsGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

In today’s episode, Motley Fool analyst Gaby Lapera is joined by Dylan Lewis, another Industry Focus host. Mr. Lewis reports from Austin, TX at the SXSW Festival, where he attended a session on the future of the payments industry. Both hosts had a lot to say about the relationship between social media and existing payment processors as well as what the space might look like going forward. 
 
Thanks to Away for supporting Motley Fool. Go to awaytravel.com/fool and use the promo code fool to get $20 off your order!

 

Direct download: 20170313_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Apparently Snap's IPO has a lot of people thinking about shorting stocks -- we answer a listener question and get into the nitty gritty risks of deciding to go short.

Direct download: 20170310_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Motley Fool veteran contributor Tyler Crowe calls in and gives a global view of Energy markets from his current location in Malawi.
Direct download: 20170309_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Here's why  Exelixis, Pacira Pharmaceuticals, Kite Pharma, Exact Sciences, and Portola Pharmaceuticals are up more than 50% in the first two months of 2017. 

Direct download: 20170308_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Based on the latest network quality reports, most consumers will be happy with any of the Big Four wireless carriers, but one company continues to shake up the industry. We also provide an update on the struggle Bass Pro Shops is facing in its $4.5 deal with Cabela’s, before looking at the growing trend of delivery as a differentiator for restaurants.

Direct download: 20170307_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

The Oracle of Omaha just released his latest letter to the shareholders of Berkshire Hathaway. In this episode of Industry Focus, we talk about what he had to say. 

 

Direct download: 20170306_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

Snap's IPO went well, and the stock is flying high, but that hasn't changed our minds about the ephemeral messaging app/camera company.

Direct download: 20170303_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

Everyone is talking about autonomous vehicles these days, but how long until they are a reality?

Direct download: 20170302_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

How drugs are priced the way that they are, and how to determine if drug prices are fair. Also, what makes dollar cost averaging such a powerful investing strategy.

 

Direct download: 20170301_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

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