Industry Focus

At SXSW, our quest was simple -- find good food. But when we stumbled upon Kyle Pounder's food truck "Excaliburger" we realized we found even more.

Direct download: IF_BONUS_03.31.2018_FINAL_v3.mp3
Category:Podcast -- posted at: 12:00pm EST

A big restructuring that could begin to pay off for investors soon could make this a great time to add Hess Corp. to your portfolio.

Direct download: 20180329_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Geron’s future hinges on an uncertainty and AbbVie’s shares are teetering following some disappointing news. Should these stocks be in your portfolio? 

Direct download: 20180328_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

The downfall of Toys “R” Us has placed renewed focus on private equity funds and their connection to the recent string of retail bankruptcies. We look at how their desire for high returns and quick exits can hurt the long-term prospects of even the biggest brick-and-mortar chains.

Thanks to LegalZoom for supporting The Motley Fool. Get special savings by going to legalzoom.com, use code “FOOL” at checkout.

Direct download: 20180327_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

The Federal Reserve raised interest rates at its latest meeting, but there’s more important information you need to know. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel break down the key takeaways and how they could affect your investments.

Direct download: 20180323_IF_Finanials.mp3
Category:Podcast -- posted at: 3:30pm EST

A lot of people aren't happy with the social media company these days. We run through the Cambridge Analytica data harvesting story, talk about the existing trend of people leaving Facebook, and work through how we feel about the company as shareholders.

Thanks to Harry’s for supporting Industry Focus. Get your free trial set – go to Harrys.com/fool

Direct download: 20180323_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

President Trump announced earlier in March that there will be a 25% tariff on imported steel and a 10% tariff on imported aluminum. This led to widespread criticism and fears of prices going up on everything from washing machines to beer. We discuss the details of the tariffs, the likely outcome, and historical examples of both failed and successful tariffs.

Direct download: 20180322_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Rain, sleet, and snow can't stop us from covering Arena Pharmaceuticals' slam dunk data.

Direct download: 03212018_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

The airport concession company made its stock market debut in early February, giving investors the opportunity to tap into a robust corner of the retail world. With management forecasting enviable top and bottom line growth, here’s what Fools need to know before diving in.

Thanks to Harry’s for supporting The Motley Fool. Get your Free Trial Set -- go to Harrys.com/fool

Direct download: IF_03.20.2018.mp3
Category:Podcast -- posted at: 4:16pm EST

The Senate just passed a bill that would loosen regulations on all but the largest U.S. banks. In this episode of Industry Focus: Financials, host Michael Douglass and banking specialist Matt Frankel discuss what’s in the bill, and which banks could be the winners and losers.

Direct download: IF_03.19.2018.mp3
Category:Podcast -- posted at: 3:39pm EST

We wrap up SXSW week with a recap of the big trends we see impacting the tech space over the next few years and a few questions for investors to think about.

Direct download: 20180316_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

How is one of the world's biggest auto manufacturers thinking about the future of mobility and autonomy? We sit down with Wilko Stark, VP Strategy at Daimler and Mercedes Benz and the head of the company’s CASE initiative, to find out.

Direct download: IF_energy_03.15.2018.mp3
Category:general -- posted at: 3:30pm EST

The cost of gene sequencing is falling rapidly, and uses for this data are springing up left and right. Simon Erickson calls in from South by Southwest to chat with Kristine about healthcare's role at the traditionally tech-focused conference.

Direct download: 20180314_IF_healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

Fresh from his presentation at SXSW 2018, Scott Lachut -- President of Research and Strategy and PSFK -- joins Industry Focus to share his thoughts on major trends and the consumer demands that are changing how companies think about brick and mortar retail. Find out why physical and digital storefronts are more connected than ever and how they’re likely to blend together even further.

Direct download: 20180313_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

White collar crime just isn't prosecuted the way it used to be. To find out why, we chat with Jesse Eisinger, author of "The Chickens*** Club: Why the Justice Department Fails to Prosecute Executives."

Direct download: IF_financials_03.12.2018.mp3
Category:Podcast -- posted at: 3:00pm EST

It’s the leading music streaming service. It’s got nearly 160 million users. But is Spotify a good investment? We look through the company’s prospectus to see how things look right now and discuss the company it could become.

Direct download: 20180309_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

We begin with a listener question on the Baker-Schultz carbon tax proposal before discussing the recent IEA report which sees global demand rising 7% over the next five years and the U.S. becoming the largest global exporter. We finish by checking in on GE and Hyundai's Chevy Bolt contender!

Direct download: 20180308_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

Efficacy and safety can make or break a drug, but they’re not the only things that determine if a drug becomes a billion-dollar blockbuster.

Direct download: 20180307_IF_Healthcare.mp3
Category:Podcast -- posted at: 3:30pm EST

We’re turning our attention to two companies that have likely flown under the radar of most of our listeners: Pool Corporation and Spectrum Brands. The first has staked out a dominant position in its industry as the world’s largest distributor of pool supplies. Meanwhile, Spectrum -- a consumer products conglomerate -- is undergoing massive changes to its business and brand portfolio.

 

Direct download: 20180306_IF_ConsumerGoods.mp3
Category:Podcast -- posted at: 3:30pm EST

There are several good reasons to consider adding foreign bank stocks to your portfolio, and here are some of our favorites.

Direct download: 20180305_IF_Financials.mp3
Category:Podcast -- posted at: 3:30pm EST

After 11 years of being a private company, unicorn DropBox has decided to go public. We go through the cloud company’s prospectus and see what we like and don’t like about the business ahead of the upcoming IPO.

Thanks to LegalZoom for supporting Motley Fool.  Get special savings by going to legalzoom.com use code Fool at checkout

Direct download: 20180302_IF_Tech.mp3
Category:Podcast -- posted at: 3:30pm EST

We get expert opinion from Eugene Mulero of Transport Topics on the President’s proposal for infrastructure spending. We discuss doubts and concerns with the plan, and an alternative – more likely – timeline.

 

Direct download: 20180301_IF_Energy.mp3
Category:Podcast -- posted at: 3:30pm EST

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