A good college commencement speech is designed to inspire -- not just the recent graduates heading out into the world, but anyone who hears it. That can be a tall order, but one part of Michael Bloomberg's 2016 address at the University of Michigan provided a spark for Motley Fool co-founder David Gardner.The idea that humanity is exiting the industrial age and entering the information age led him to craft a batch of stock recommendations for his Rule Breaker Investing podcast that were best suited to a thinking world.