It’s a Small World After All

Motley Fool Hidden Gems Investing

The Motley Fool

Business, Investing

4.3 • 3.1K Ratings

🗓️ 5 January 2026

⏱️ 19 minutes

🔗️ Recording | iTunes | RSS

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Summary

The first full trading week of 2026 got off to a caffeinated start. Today on Motley Fool Money, Rick Munarriz, with analysts Nick Sciple and Jon Quast, dive into the investing implications behind the capturing of Venezuelan President Nicolas Maduro over the weekend. There’s also a look at the bounce-back potential of Duolingo and Lululemon in 2026, as well as predictions for Disney in the coming year. They unpack: - What the shake-up in Venezuela means for investors. - Reasons why Duolingo and Lululemon can bounce back after plummeting 46% each in 2025. - How likely are Rick’s four predictions for Disney in 2026 to pan out. Companies discussed: CVX, XOM, MELI, DUOL, LULU, DIS, WBD, NFLX Host: Rick Munarriz, Jon Quast, Nick Sciple Producer: Anand Chokkavelu Engineer: Dan Boyd Disclosure: Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, “TMF”) do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. We’re committed to transparency: All personal opinions in advertisements from Fools are their own. The product advertised in this episode was loaned to TMF and was returned after a test period or the product advertised in this episode was purchased by TMF. Advertiser has paid for the sponsorship of this episode. Learn more about your ad choices. Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	It's a small world after all.
0:07.0	I promise this will make sense soon because Motley Full Money starts now.
0:16.0	I'm Rick Minars, and today I'm joined by fellow analyst Nick Seiple and John Kost.
0:25.1	We're going to take a look at some potential bounceback candidates for 2026 and a look at Disney
0:29.2	predictions heading into the new year. But first, Venezuela. The big news over the weekend was
0:35.0	the U.S. capturing Venezuelan President Nicolas Maduro and his wife
0:38.3	detaining them in the U.S. to face charges of narco-terrorism, drug trafficking, and conspiracy.
0:43.7	Nick, you are covering this story. We will obviously not be digging too deep into the political
0:47.4	ramifications. That's not really what we do here. But what are the biggest implications of this
0:51.8	news for investors? Certainly huge news geopolitically.
0:56.2	I would argue this is the biggest U.S. military commando operation, really going back to the bin Laden raid more than a decade ago for investors, for the business community.
1:06.2	The big takeaway is what's going to happen with Venezuela's energy production.
1:10.5	Venezuela has more proven
1:11.5	reserves than Saudi Arabia yet produces less than 1% of global supply today. And that's really a
1:17.7	trend of kind of withering infrastructure that's been going on for the past couple decades,
1:23.0	first under the Hugo Chavez administration and then under former president now Maduro. As I mentioned,
1:29.7	Venezuela has over 300 billion barrels of proven reserves, about 17% of the global total. But
1:35.3	production today, just 1% of global supply. In the late 1990s, Venezuela was producing 3.5 million
1:42.1	barrels of oil per day today. Now under $1 million day.
1:46.3	That's a 70% decline under the Chavez Maduro administrations. And if you look at disclosures
1:52.2	from the national oil company of Venezuela, its pipelines haven't been updated in, by some
1:56.7	accounts, 50 years would need over $58 billion to rebuild those pipelines. And by the reports of
	...

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