After another rough week it's worth remembering that great businesses thrive in volatile markets. So how can investors separate companies at risk from stocks that are experiencing a momentary drop? (0:45) Emily Flippen and Jason Moser make the distinction between volatility and risk, share why it's important to keep adding to your portfolio over time, and discuss: - Walmart increasing its dividend - Shopify shares falling despite strong growth in its fiscal year - Nvidia's guidance for 2022 - Airbnb reporting a profit and booking longer stays - Roku battling supply chain disruptions - Roblox getting punished for a small revenue miss - The Trade Desk wrapping up a strong year (19:20) Academy Award-nominated filmmaker Rory Kennedy discusses her new Netflix documentary, Downfall: The Case Against Boeing. (33:15) Emily and Jason ponder the threat of an avocado shortage in America and share two stocks on their radar: Upstart Holdings and Etsy. Got a question about stocks, industries, or trends? Drop as an email podcasts@fool.com Stocks discussed: WMT, SHOP, NVDA, ABNB, ROKU, RBLX, TTD, NFLX, BA, CMG, UPST, ETSY Host: Chris Hill Guests: Emily Flippen, Jason Moser, Rory Kennedy Engineer: Dan Boyd, Rick Engdahl