What History Teaches Us About Today’s Market

Motley Fool Hidden Gems Investing

The Motley Fool

Investing, Business

4.3 • 3.1K Ratings

🗓️ 10 July 2026

⏱️ 39 minutes

🔗️ Recording | iTunes | RSS

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Summary

There’s no question artificial intelligence is the next big paradigm shift in technology, but how that shift plays out could determine how investors can make money. We discuss what we can learn from the PC era, the internet boom and bust, and the mobile phone era in technology. Plus, we discuss our hidden gems and stocks on our radar. Travis Hoium, Andy Cross, and Lou Whitman discuss: - 80s Lessons - .com Infrastrucuture - Internet Disruptors - How AI Plays Out - Hidden Gems - Stocks on our Radar Companies discussed: Delta (DAL), Primo Brands (PRMB), Aritzia (ATZ), NVIDIA (NVDA), Apple (AAPL), TSMC (TSM), Intuit (INTU). Host: Travis Hoium Guests: Andy Cross, Lou Whitman 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	What can history teach us about the market today? Monty Fool Hidden Gems Investing starts now.
0:09.7	Welcome to Motley Fool Hidden Gems Investing. I'm Travis Hoyum, joined today by Lou Whiteman and Andy Cross.
0:16.0	So we are kind of in this doldrum phase of the market. Second quarter earnings season has not started yet.
0:22.7	We're in the middle of summer.
0:23.9	So I thought this was a good opportunity.
0:25.8	Take a little bit of a step back.
0:27.2	Guys, we've got this big technology change, this coming that is absolutely driving the market.
0:32.6	That's artificial intelligence if you have not been paying attention for the last three or four years.
0:38.0	But what does this mean historically and what can we learn from at least the technology changes
0:44.5	that have happened in probably our lifetimes? I'm thinking about the PC, the internet, and mobile.
0:50.4	So Andy, I want to start with you and just a little bit. If we go all the way back to
0:55.4	the PC, what can we sort of learn about those early days? Because that's the first time that I
1:01.1	remember things really changing. And you know, you have my grandpa who had no interest in
1:07.3	understanding what was going on. And then you had my dad who was, you know, intrigued
1:12.2	and he thought it was cool when we got a computer and we got Prodigy. And then I was living in
1:17.1	the computer lab in second grade. So it's like it kind of seems like we're in that same area today
1:22.4	where there's something there, but it isn't quite fully formed yet. Yeah. When you when you say all the way back, Travis, I think you're dating me because I think most people
1:31.3	may be listening to this, think 80s and 90s, they picture like big shoulder pads, maybe
1:35.7	dial-up modems, Alan Green spans, spans, eyebrows.
1:40.6	But if you look at what happened during the 80s and 90s, they were incredible time for investors.
1:46.2	And for a host of different reasons, we came into the 80s with higher interest rates and we've had over the last couple years even.
1:54.0	Paul Volker came in, slammed them down.
	...

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