Rule Breaker Investing

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  10 Years Later: 5 Low-Risk Stocks for the Next Year 09.09.2026 46dk

  en years ago, amid plenty of bearish sentiment, David did something unique in the history of his 5-Stock Samplers: he picked five stocks specifically to beat the market over just the next year. The common denominator? Each ranked among the lowest-risk companies in his investing universe.A decade later, Rick Munarriz joins him to fire up the time machine. Apple, Canadian National Railway, Disney, Ecolab, and Alphabet go back on the scoreboard—not merely for the one-year contest they were chosen to play, but for the nine bonus years that followed. Which delivered? Which disappointed? And what does a decade teach us about what “low risk” really means?Five companies. One unusually short original time horizon. Ten years of actual results—and another chance to ask what we got right, what we got wrong, and what we can learn for the decade ahead.Host: David GardnerGuest: Rick MunarrizProducer: Bart ShannonCompanies Mentioned: AAPL, CNI, DIS, ECL, GOOG Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Old, New, Borrowed & Blue, Vol. 11 02.09.2026 34dk

  Every once in a while, Rule Breaker Investing sets aside the theme and embraces the hodgepodge. Something Old, something New, something Borrowed, something Blue—four directions, no particular reason they should fit together, and that’s part of the fun. This time, a World Series champion offers a lesson about sample sizes and staying with a winning process. An old investing truth finds a new home—in exactly 350 words. Kevin Kelly makes the case for becoming the most improbable version of yourself in an increasingly predictable, AI-powered world. And then, because Blue means whatever Blue wants to mean: blueberries! Genuinely blue, surprisingly interesting, and even capable of teaching an investor a thing or two about… compounding.Baseball, bear markets, improbable lives, and blueberries. Fool on! Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
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  August 2026 Mailbag: The Scores We Keep 26.08.2026 35dk

  After three weeks of Authors in August, the authors step aside and Rule Breaker listeners take the conversation somewhere new. A middle-school teacher wrestles with what happens when the measurements meant to improve education begin defining it instead. A father investing for his daughters wonders whether “Add Up, Don’t Double Down” applies to index funds. There are Rule Breaker songs, Spiffy Pops shared between old friends, and, near episode end, the Fool who originated Pet Perks returns with an audio reminder that some of life’s most valuable moments can be hiding inside the everyday hassles we’re tempted to hurry through. Host: David GardnerProducer: Bart Shannon Ken's full playlist: For failing to become an active financial investor: * Cast Your Fate to the Wind (George Winston) For letting your winners run high: * Along for the Ride (Mates of State) * All Time High (Rita Coolidge) For brand new investors: * Any Dream Will Do (Donny Osmond) * Come and Get It (Badfinger) * Don’t Be Afraid (Boston) * Enjoy Yourself (The Jacksons) * Faith (George Michael) * Follow that Dream (Elvis Presley) * Go Your Own Way (Fleetwood Mac) Watching investments compound and grow: * Chain Reaction (Diana Ross) * Celebration (Kool and the Gang) * Hitch a Ride (Boston) * More Today than Yesterday (Spiral Staircase) For spiffy pops: * Breakout (Swing Out Sister) * Feels So Good (Chuck Mangione) * Can’t Help Falling in Love (Elvis Presley) * Do It Again (Steely Dan) * Glad All Over (Dave Clark Five) * Happy (The Carpenters) Paying capital gains tax: * Don’t Fear the Reaper (Blue Öyster Cult) When a stock doubles: * Double Lovin’ (The Osmonds) Selling stocks: * Breaking Up is Hard to Do (Neil Sedaka) Inevitable market downturns: * Don’t Go Breaking My Heart (Elton John and Kiki Dee) * Don’t Worry, Baby (The Beach Boys) * Hold On (Wilson Phillips) * I’m Still Standing (Elton John) * It’s All Right (Gerry and the Pacemakers) * It’s Gonna Be Okay (Piano Guys and Cliff Richard) * Let’s Hang On (The Four Seasons) When deciding to buy a new stock: * How Will I Know? (Whitney Houston) Investing in thirds: * Just a Little Bit (Robbie Nevil) Before you figure out your sleep number: * (Last Night) I Didn't Get to Sleep at All (The Fifth Dimension) * If You Can’t Sleep (She & Him) Putting all your money in only one stock: * Brink of Disaster (Lesley Gore) Investing for the long-term: * Carry On (Crosby, Stills, Nash, and Young) Retiring after a successful investing career: * Cake by the Ocean (DNCE) * Fun, Fun, Fun (The Beach Boys) RBI’s optimistic attitude: Life is Good (Ringo Starr) This episode was sponsored by Coveron. One scam can cost you everything. Protect yourself now. The first 100 users get 20% off with code rule20 at coveron.com/rule20 Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Authors in August: Dave Ulrich & Why We Work 19.08.2026 1sa 14dk

  Why do we work? A paycheck matters, of course. And, when so much of life is spent working, might we reasonably hope for something more?Closing out the ninth year of Authors in August, David welcomes Dave Ulrich, one of the world’s leading thinkers on organizations, leadership, and human capability. Using the longtime favorite The Why of Work as a jumping-off point, their conversation ranges widely across what gives work meaning, what great leaders understand about people, and what decades spent studying organizations have taught Dave about the ways we work—and why! As technology transforms the workplace and old assumptions keep getting rewritten, some decidedly human questions endure. What makes work worth doing? What brings out the best in people? And how might we create workplaces that leave employees, customers, and the world better off? Host: David GardnerGuest: Dave UlrichProducer: Bart ShannonCompanies Mentioned: ADBE, JWN, WMT Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Authors in August: Vasant Dhar & “Thinking With Machines” 12.08.2026 1sa 11dk

  Artificial intelligence may feel suddenly everywhere, but AI pioneer Vasant Dhar has had a front-row seat for more than four decades—teaching AI, building companies around it, and bringing machine learning to Wall Street long before ChatGPT entered the conversation. For the second week of Authors in August, David sits down with Dhar to ask not merely what machines can do, but how humans can think with them. When should we trust AI? When does it sharpen our thinking—and when does it make our brains lazy? If intelligence itself is becoming a commodity, where will tomorrow’s value be created? And in a future where machines become extraordinarily capable, what are humans for?A conversation about AI, investing, trust, judgment, and our increasingly intelligent future. The Damodaran Bot is available for public use at: damodaranbot.com Vasant's monthly newsletter can be found at: vasantdhar.substack.com Host: David GardnerGuest: Vasant DharProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Authors in August: Thi Nguyen’s “The Score” 05.08.2026 1sa 2dk

  Authors in August is back! It’s our 9th year featuring authors of books that David loves and thinks you’ll love too. So for the third time, philosopher and game scholar Thi Nguyen joins back with Rule Breaker Investing—and this time the conversation reaches far beyond games. What happens when the scores we invent to measure success begin quietly reshaping what we value? Together, in an incredibly wide-ranging discussion, David and Thi explore rankings, metrics, investing, institutions, artificial intelligence, and the subtle difference between playing a game… and letting the game play you. And we close with a rousing round, as ever, of Buy, Sell, or Hold? Whose scorecard are you living by? Host: David GardnerGuest: Thi NguyenProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
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  July 2026 Mailbag: Year Twelve Begins 29.07.2026 48dk

  As Rule Breaker Investing enters its twelfth year, it is fitting to hand the microphone back to the people who have helped shape it from the very beginning: our listeners.This month’s Mailbag spans investing, artificial intelligence, financial freedom, World Cup soccer, custodial Roth IRAs, Rule Breaker stock selection… and even a soundtrack for Foolish living?! Along the way are a heartbreaking story, practical questions, imaginative ideas, and reminders that the best investing community doesn’t simply exchange stock tips—we help all of us become smarter, happier, richer. And perhaps a little wiser, too.Host: David GardnerProducer: Bart Shannon Companies Mentioned: AMZN, AXON, ISRG, MELI, NVDA, PLTR, RKLB, SERV, SHOP, TEM Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Five Idle Thoughts of a Summer’s Day, Vol. 3 22.07.2026 44dk

  It’s become something of a midsummer tradition on Rule Breaker Investing: set aside the markets for a week and simply follow curiosity wherever it leads.This year’s sampler wanders through technology, sports, business, demographics, literature, and a few unexpected places in between. Along the way are thoughts about how to get the most out of AI, a few tweaks that could improve the world’s biggest sporting event, a prediction about who may be becoming the world’s most valuable people, and a dramatic reading of one of David’s favorite short stories.Two pages.Idle thoughts for you, of a summer’s day.Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
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  10 Years Later: 5 Brexit-Inspired Stocks 16.07.2026 48dk

  In the anxious days following Brexit, rather than predict the future, David asked a different question: Where are the opportunities? The result was a five-stock sampler built not on politics, but on optimism.Now a full decade has passed. Joined by longtime Fool Karl Thiel, we crack open the time capsule, revisit the original investment theses, score all five stocks against the market, and ask what a ten-year scorecard can teach that three years never could. Some ideas exceeded expectations. Others humbled us. All of them remind us why Rule Breakers look beyond the headlines and invest for the long haul. Host: David GardnerGuest: Karl ThielProducer: Bart ShannonCompanies Mentioned: GOOGL, EEFT, HAIN, BKNG, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Great Quotes, Vol. 22: A Nation Forever Young 08.07.2026 46dk

  Every so often, five quotations come along that don’t merely make you nod. They make you stop, put the book down, and think.This week we explore why the best investors first become students of themselves, why our minds work better when they’re surrounded by rich ideas, why business is one of humanity’s great engines for creating value, why prosperity may make societies not just wealthier but wiser, and why one vision of America argues that a nation’s greatest competitive advantage isn’t its geography or its resources—it’s its ability to continually renew itself.Five quotations. Five conversations. And perhaps one or two ideas that will quietly change the way you see investing, business, and life. Happy 250th to the US of A!Host: David GardnerProducer: Bart ShannonCompanies Mentioned: AMZN, MCD, NVDA Learn more about your ad choices. Visit megaphone.fm/adchoices
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  What You’ve Done to Create Financial Freedom, Vol. 4 01.07.2026 34dk

  Each Independence Week, Rule Breaker Investing asks a simple question: What have you done over the past year to create financial freedom—for yourself or for others? This year’s answers feature a listener’s Declaration of Financial Independence and a young woman whose very first stock purchase turned out to be… Nvidia. Along the way, we revisit three favorite moments from the first three years of this annual tradition, discovering that the path toward financial freedom may be simpler than it first appears: Believe. Persist. Pass it on. Happy Independence Week—and may financial freedom continue to echo like a Liberty Bell.Host: David GardnerProducer: Bart ShannonCompanies Mentioned: NVDA, SCHW Learn more about your ad choices. Visit megaphone.fm/adchoices
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  June 2026 Mailbag: “Do You Know Its Market Cap?” 24.06.2026 44dk

  This month’s Mailbag ranges from Washington, D.C. to Germany, from the SEC to the moon, and from individual stock ownership to the deeper question of what freedom is actually for. Along the way, fellow Fools write in about transparency, curiosity, market caps, parenting, AI, adding to winning investments, and what can happen when decades of patient investing quietly compound into opportunities to help others. As always, the best part of the Mailbag is you.Host: David GardnerProducer: Bart ShannonCompanies Mentioned: HAS, ISRG, JEPI, KO, MAT, MSCI, NKE, NVDA Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Market Cap Game Show: The King-Sharon Rule Debuts 17.06.2026 1sa 6dk

  The Market Cap Game Show returns for its 42nd installment, with longtime Motley Fool personalities Charly Travers and Jason Moser battling for a coveted spot in next March’s Market Cap Madness Final Four.But this episode marks something new. For the first time, players can invoke the King-Sharon Rule, adding an extra layer of strategy, risk, and reward to the game. Agree or disagree is no longer the only choice. Feeling confident? Call “higher” or “lower” and put an extra half-point on the line.Ten stocks. Two seasoned competitors. One brand-new rule. And for reasons that only became apparent while recording, an unusually heavy concentration of food, cars, food delivered by car, food consumed after getting out of a car, car parts, collector cars, and at least one company that makes spices for the food. Host: David GardnerProducer: Bart Shannon Companies Mentioned: DASH, GPC, HGTY, MKC, MTN, OC, RACE, SYY, TDG, TEAM Learn more about your ad choices. Visit megaphone.fm/adchoices
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  Stock Stories, Vol. 12: Time Travel Investing 10.06.2026 48dk

  For the twelfth time, we gather around the campfire for one of RBI’s favorite traditions: Stock Stories. Five Fools. Five investing lessons. This summer’s tales share a surprising common thread: A biotech shell company that refused to die. An old gift of IBM stock quietly compounding for decades. A Fool who finally bought Alphabet nearly twenty years after he first meant to. A company called Life360 proving that “obvious” doesn’t mean “fully valued.” And a producer awakening to stock-market investing in his 50s.The lesson? You may think you missed it. You probably didn’t.Pull up a chair, grab a marshmallow, and join us around the campfire. Host: David GardnerProducer: Bart Shannon Companies Mentioned: GOOGL, IBM, LIF, UBER (and some random CUSIP#!) Learn more about your ad choices. Visit megaphone.fm/adchoices
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  I Fought The Law (And The Law Won), Vol. 3 03.06.2026 37dk

  Why do some organizations seem unable to solve the very problems they were created to fix? Why do seemingly rational people end up chasing the wrong goals? And why does one innocent purchase so often lead to five more? In this new volume of RBI’s recurring cerebral series, David explores a handful of memorable laws and principles that help explain how people, businesses, markets, and institutions actually behave… from the sublime to the silly. Some are famous. One is his own. All are useful. Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
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  May 2026 Mailbag: Divvy-Pops, Jellybeans & the Kids of Kopachuk 27.05.2026 49dk

  What happens when Nvidia’s annual dividend suddenly exceeds David’s original Motley Fool cost basis—six times over? This month’s Mailbag brings back a Foolish old term, “divvy-pop,” while also revisiting the power of doing less, holding more, and letting great companies keep surprising you.Also inside: a Buffett-meets-Rule-Breaker reflection from British Columbia, a jellybean contest gone mathematically sideways, a GameStop question that runs straight into the Snap Test, and a closing shout-out to Mr. Ernst’s personal finance class at Kopachuck Middle School in Gig Harbor, Washington—where the next generation is already learning that investing means ownership. Companies Mentioned: AAPL, AMZN, ANET, BIDU, BN, BRK.A, BRK.B, CHWY, EBAY, ⁠FFH.TO⁠, GME, GOOG, ISRG, MELI, META, NFLX, NVDA, SHOP, TMFC, TSLAHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
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  60 Thoughts As I Turn 60 20.05.2026 1sa 1dk

  To mark his 60th birthday, David delivers what may be the most distilled episode in Rule Breaker Investing history: 20 thoughts about investing, 20 about business, and 20 about life—gathered from decades of entrepreneurship, stock-picking, reading, losing, winning, and trying to stay Foolish along the way. From the “Ship of Fools” and the spiffy-pop, to optionality, fads that weren’t fads, the hardest thing in life, divergence and convergence, and why the longer Frank Lloyd Wright lived, the more beautiful life became… this is a fast-moving collection of convictions, stories, quotes, and life-earned observations designed to stick with you long after the episode ends.A milestone birthday. A landmark episode. [And yes: somehow, he fit 60 thoughts within 60 minutes.] Host: David GardnerProducer: Bart Shannon Companies Mentioned: ABNB, AMZN, CROX, GOOG, LUV, NFLX, SBUX, TSLA Learn more about your ad choices. Visit megaphone.fm/adchoices
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  What You Have Learned from David Gardner, Vol. 7 13.05.2026 44dk

  Once a year, around David’s birthday, listeners send in notes sharing what they’ve learned from this podcast over the years—about investing, business, and life. This year’s volume includes reflections on “dips wait for dips,” learning to appreciate mistakes instead of fearing them, the surprising power of simply doing nothing during market volatility, and why optimism itself may be one of the great competitive advantages in life.Along the way: a physician assistant on the front lines of COVID, a renowned cancer surgeon who juggles, a Foolish Leprechaun who finally stopped trading and started investing, and a Scotsman reminding us all to look for L’Optimisme in the world.Host: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices
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  10 Years Later: 5 Winners in a Thinking World 06.05.2026 56dk

  What happens when you actually do the thing most investors only talk about… and hold stocks for a full decade? This week, David welcomes The Motley Fool’s Tim Beyers and together they go back exactly 10 years—to the week—to revisit five companies picked in May 2016, scoring how they really did and, more importantly, asking why. From biotech to big data to media to real estate, this episode is about both the scoreboard and the lessons only time can teach. If you’ve ever wondered what a true 10-year mindset looks like—voilà. Host: David GardnerGuest: Tim BeyersProducer: Kristi Waterworth Companies Mentioned: CELG, DIS, MNDY, SPLK, TWTR, Z Learn more about your ad choices. Visit megaphone.fm/adchoices
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  April 2026 Mailbag: Harbor, Hawthorne & Higher-or-Lower 29.04.2026 40dk

  From buying in thirds instead of waiting for dips, to a dishwasher hack that still requires the humans to remember the hack, to one listener’s beautifully rebalanced “harbor-and-horizon” portfolio, this month’s mailbag is as motley as ever. Along the way, David cleans up a long-used reference to Heisenberg vs. Hawthorne, hears how Magical Athlete has become a family hit, and considers a pair of listener suggestions that may permanently improve the Market Cap Game Show. Companies Mentioned: ADBE, DUOL, HUBS, INTU, ISRG, MELI, NBIS, NVDA, RKLB, TSMHost: David GardnerProducer: Bart Shannon Learn more about your ad choices. Visit megaphone.fm/adchoices