Chit Chat Stocks
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.
Episodes
Meta's Cloud Ambitions; Rocket Lab's $8 Billion Acquisition; When Should You Trim a Winner? $RKLB
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:30) Meta's Cloud Business Announcement
(16:46) Investing in Automotive: The Case of Renault
(21:17) Nike's Struggles in the Market
(28:17) Rocket Lab's Acquisition and the Space Economy
(39:55) The Semiconductor Sector: Op
Fallen Angel OR Falling Knife? 10 Rapid Fire Stocks (CSGP, NKE, SHOP AND More)
On this episode of Chit Chat Stocks, we dive into 10 different stocks and decide whether they are falling knives or fallen angels. We discuss:
(00:00) Introduction
(01:21) Accenture
(10:43) Netflix
(16:19) Nike
(22:37) Stock 4
(28:14) Stock 5
(34:42) Stock 6
(42:21) Stock 7
(47:52) Stock 8
(53:16) Stock 9
(58:23) Stock 10
(01:02:44) Rapid Fire Picks
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Micron's Mad Earnings Report; Michael Saylor's "Dumb" Strategy; An Intriguing IPO $MU $MSTR
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:09) Micron Madness: Earnings and Expectations
(10:02) The AI Chip War: OpenAI's Custom Chip Announcement
(17:32) Meta's New Ventures: Prediction Markets and Glasses
(31:49) Meta's Capital Allocation and Market Comparisons
The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market
On this episode of Chit Chat Stocks, we talk with Rupert Mitchell of the Blind Squirrel Macro newsletter. We discuss:
(00:00) Introduction
(02:57) Rupert's Background and the SpaceX IPO
(06:04) Understanding the Lockup Period for SpaceX
(09:04) Market Dynamics and Capital Raising Trends
(11:52) The Impact of Indices on Market Valuations
(15:03) Hyperscalers and Their Capital Raising Strate
Acquisition Mania (Roku, Salesforce, And More); Catching Falling Knives; New Small Cap Stocks
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:17) Roku's Acquisition by Fox Corporation
(10:09) TripAdvisor's Sale of The Fork to American Express
(20:55) Exploring the Denmark Index and Investment Opportunities
(34:19) Accenture's Dividend Yield and Cash Flow Stabilit
Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)
On this episode of Chit Chat Stocks, Brett interviews new guest James Emanuel, who discusses a payments stock trading at a discounted earnings multiple. We discuss:
(00:00) Introduction
(03:43) Understanding business model
(09:38) Competitive Landscape
(12:35) Unique Country Focus
(15:58) Growth Drivers: Total Payment Volume and Customer Acquisition
(18:53) Addressing the Muddy Waters Shor
SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:47) Fintech Sell-Off: Analyzing Market Trends
(13:05) Apple Worldwide Developer Conference: Key Takeaways
(22:42) Wix Restructuring: Implications for Investors
(29:48) Nintendo Direct: Anticipation and Concerns
(35:37) Hig
Chuck Akre: Betting Big On Quality Stocks ($AMT, $CSU, And?)
On this episode of Chit Chat Stocks, Brett and Ryan discuss Chuck Akre and Akre Capital Management in the latest edition of their super investor series. We discuss:
(00:00) Introduction
(02:48) Chuck Akre's Unconventional Journey to Investing
(06:36) Akre Capital Management's Performance and Transition
(10:57) The Three-Legged Stool Investment Philosophy
(16:50) Case Studies: American Towe
Berkshire's Alphabet Buy; Buying The Dip On Fintech Stocks; Coping With The AI Mania $LULU $SPCX
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(03:22) Google's $85 Billion Equity Raise
(09:11) Comparing Meta and Google: Future Prospects
(12:15) Home Builders: Berkshire's Acquisition of Taylor Morrison
(15:11) Trouble in FinTech Paradise: MasterCard and Visa
(18:58) C
Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson
On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson on all things Duolingo and Rocket Lab. We discuss:
(00:00) Introduction
(03:44) The AI Narrative and Duolingo's Position
(06:38) Understanding Duolingo's Business Model
(09:42) Growth and User Engagement Strategies
(12:45) Challenges and Market Dynamics
(15:54) Valuation and Financial Performance
(18:53) Management and
Anthropic's MASSIVE Funding Round + ARR Growth; Ferrari's Debacle; Salesforce Earnings Clean-Up $CRM
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:17) Salesforce Earnings and Buyback Program
(09:06) State of the Korean Markets
(12:22) Verra Mobility's Earnings and Market Reaction
(17:57) Discussion on DRAM ETF and Memory Stocks
(26:56) Ferrari's First Electric Car Launch
(3
What 10 Top Investors Bought And Sold Last Quarter (UBER, MSFT, SPOT + More)
On this episode of Chit Chat Stocks, we dive into 10 different 13Fs from various fund managers in Q1. We discuss:
(00:00) Introduction
(02:58) Bill Ackman
(10:15) Berkshire Hathaway
(18:59) Akre Capital
(27:13) Druckenmiller
(41:05) Pat Dorsey
(54:40) Value Act
(01:03:27) Research Ideas and Final Takeaways
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Subscribe to our newsletter, Emergin
EMERGENCY SpaceX S-1 Breakdown! Plus, More Earnings Coverage $NU $NVDA $ABNB
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:59) Financial Overview of SpaceX
(06:12) Revenue Streams and Business Segments
(09:16) Elon Musk's Compensation Package
(12:03) Starlink's Growth and Profitability
(18:15) Concerns and Red Flags in Financials
(22:04) Market Valua
MSCI: An Asset-Light Compounder At a Reasonable Price (Ticker: MSCI)
On this episode of Chit Chat Stocks, we go through another Ryan Research Episode covering MSCI Inc. We discuss:
(00:00) Introduction
(03:15) The Importance of Indexes and Benchmarking
(06:12) Challenges in Building and Maintaining Indexes
(09:25) Revenue Generation and Business Model of MSCI
(12:19) The Role of AI in Index Management
(15:22) Future Growth and Market Trends for MSCI
(31:33) The Ro
Dissecting 10 Small Cap Stocks (DUOL, BILL, And?)
No Power Hour this week. Instead, we are diving into a pre-recorded session where we discussed 10 different small-cap stocks in our "small cap of the week" format.
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Subscribe to our newsletter, Emerging Moats: emergingmoats.com
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Chit Chat Stocks is presented by Interactive B
(ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio
On this episode of Chit Chat Stocks, we rank every company in Ryan's portfolio on business quality and valuation. We cover Airbnb, Adyen, Wise, Remitly, and many others.
(03:59) Remitly
(12:33) Adobe
(17:59) Alphabet
(22:39) Wise
(29:38) Airbnb
(35:23) Grupo Aeroportuario del Centro Norte
(38:59) Wix
(43:17) Amazon
(47:21) Coupang
(51:07) Autodesk
(53:08) Taiwan Semiconductor
(56:04) Corporacion
Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(03:10) Ryan Cohen and GameStop's Controversial Moves
(06:03) Nano Nuclear Energy x Super Micro Computer
(09:21) Remitly's Strong Earnings Report
(12:19) Coupang's Mixed Performance
(16:12) Uber's Earnings and Market Position
(22:01)
SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman
On this episode of Chit Chat Stocks, we bring on guest Lou Whiteman from the Motley Fool to discuss the future of the space and defense sectors. We discuss:
(00:00) Introduction
(03:27) Market Dynamics
(06:42) Government Spending
(09:47) Understanding SpaceX's Business Model
(12:43) Valuation Challenges and Market Comparisons
(15:37) The Future of Starlink and Competition
(25:09) Investing in Spa
AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:24) Alphabet's Impressive Performance
(09:31) Apple's Revenue Growth and Challenges
(15:00) Amazon's Strong Results and Market Position
(21:35) Depreciation Trends in Big Tech
(24:36) Reddit's Revival and Monetization Potential
(
Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?)
On this episode of Chit Chat Stocks, Brett and Ryan go through another "superinvestor" by studying Howard Marks and his approach to the debt investing markets. We discuss:
(00:00) Introduction
(10:12) Understanding investing philosophy
(15:24) Case Studies: The Great Financial Crisis and Inter Milan Investment
(30:13) Navigating the COVID-19 Panic: Airline Investments
(36:25) The TORM Case Study:
Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger?
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:15) Tim Cook's Legacy at Apple
(08:20) ServiceNow's Earnings and AI Focus
(11:28) Software Sector and Valuation Concerns
(13:29) CEO Changes and Market Implications
(18:41) Intel's Earnings and Semiconductor Outlook
(24:09) Phili
Is Wix Stock Too Cheap To Ignore? (Ticker: WIX)
On this episode of Chit Chat Stocks, we speak with new guest M.V. Cunha, going over a full breakdown of Wix stock. We discuss:
(00:00) Introduction
(08:14) Understanding why Wix is down
(17:36) Financial Engineering Moves
(18:56) Q4 Results and Business Performance
(24:05) AI Disruption Risks
(31:13) The Rise of Base 44
(40:58) Wix's Resilience Against AI Disruption
(48:24) Valuation Insights an
Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity
We officially announce our transition to building an AI Neo Cloud.
(00:00) Introduction
(03:09) Allbirds' Pivot to AI: A Meme Stock Phenomenon
(06:10) Taiwan Semiconductor and ASML Earnings
(12:07) Hermes
(18:20) Coupang's AI Investments
(24:49) PayPal's Market Position
(30:58) Stock-Based Compensation and Its Impact on Software Companies
(37:40) Netflix Earnings and Strategic Shifts
(43:14) Con
Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications
On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium of Asymmetric Investing about how peptides could impact the future of healthcare and what that means for the opportunity in Hims & Hers stock. We discuss:
(00:00) Introduction
(01:56) Understanding Peptides
(09:02) The Economic Impact of Peptides
(11:19) Pharmaceutical Companies and Peptide Development
(13:40) The Future
Amazon’s Annual Letter Insights; New Insider Buys; Claude’s Record Setting ARR Growth
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction to Financial Markets and AI News
(03:17) Claude's Revenue Surge and AI Impact
(06:03) Amazon's Cloud Business and AI Developments
(09:10) Consulting Industry Challenges in the Age of AI
(12:25) Investment Insights and Market Trends
(
Rebuilding Our Portfolios From Scratch (Stocks We'd Buy Today)
On this episode of Chit Chat Stocks, Ryan and Brett look at a fun listener question: What would you own if you had to start over your portfolio with stocks you've never owned before? We discuss:
(00:00) Introduction
(02:48) Rebuilding Portfolios: The Challenge
(06:52) Wix
(13:37) Amazon
(19:48) Uber
(32:32) Nu Bank
(39:38) Grupo Pacifico Airports
(43:29) Grupo Sureste Airports
(49:01) Grab
(56:09
Private Credit Drawdown; Ackman's Latest Antics; Nike's Outlook; Tesla's Delivery Woes $NKE $TSLA
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(05:23) Exploring Alternative Asset Managers
(15:26) Nike's Earnings
(21:08) Bill Ackman's Controversial Strategies
(39:06) Nicotine Pouches and Market Competition
(40:59) Universal Music Group: Valuation and Future Prospects
(44:03
The Widest Moat Stock That No One Talks About
On this episode of Chit Chat Stocks, we dive into another Ryan Research episode, covering a stock with a wide moat and long runway to grow. We discuss:
(00:00) Introduction
(01:58) The Unique Advantages
(16:05) Technological Superiority and Automation
(25:38) Profitability and Business Strategy
(30:25) Future Growth and Market Positioning
(33:33) Competitive Advantages in Trading Platforms
(41:02
SpaceX's Imminent IPO; Meta's Lawsuit Implications; Opportunity In Luxury Stocks?
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(03:06) Luxury Stocks: Analyzing the Drawdown
(12:31) Fundrise Innovation Fund: A New Venture in Private Tech
(30:16) Grab's Expansion into Taiwan: Strategic Acquisition
(42:28) Autonomous Vehicles and Delivery Efficiency
(50:07) Sma
He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today
On this episode of Chit Chat Stocks, we speak with Rod Alzmann, an individual investor, about one of his latest stock purchases. We discuss:
(00:00) Introduction
(00:57) Why is [X Stock] down 97%?
(02:10) Historical context and sector-wide decline
(04:05) Company-specific deterioration factors
(05:32) Impact of federal law and tax issues
(06:59) Financial health and cash position
(11:30) Regulat
SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:19) Analyzing the SoFi Short Report
(13:07) SoFi's Response and Shareholder Concerns
(26:33) Uber's Autonomous Vehicle Partnerships
(33:11) Trade Desk's Controversies and Market Position
(38:18) Bumble's decline
(41:45) Micron's
Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management)
On this episode of Chit Chat Stocks, we dive into another super investor series covering Marathon Asset Management, a fund that has been around for decades, investing through a framework called Capital Cycle Theory. We discuss:
(00:00) Introduction
(02:46) Understanding the Investment Philosophy
(05:19) The History and Performance of Marathon
(11:07) Capital Cycle Theory Explained
(19:50) The Evo
Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(03:17) Adobe Earnings and CEO Transition
(06:06) Dollar General's Performance and Market Indicators
(09:07) Oil Prices and Economic Implications
(12:05) NIO's Market Position and Growth Potential
(15:20) Oracle's Business Model Tran
Stock Exchanges: The Best Businesses In The World? (4 Case Studies)
On this episode of Chit Chat Stocks, Brett and Ryan have a lengthy discussion on stock exchanges and what makes them great businesses. We discuss:
(00:00) Introduction
(03:51) Understanding the Stock Exchange Business Model
(06:50) Revenue Streams of Stock Exchanges
(15:44) Case Study: London Stock Exchange $LSE
(18:27) Case Study: Warsaw Stock Exchange $GPW
(32:54) Poland's Economic Surge and St
Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:17) Anthropic's Revenue Surge
(07:13) Insider Buying
(13:18) Berkshire Hathaway's Stock
(23:05) Real Brokerage Earnings Review
(30:15) Small Cap of the Week
(39:58) Wix's Financial Engineering and Growth
(44:57) The Future of E-c
Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)
On this episode of Chit Chat Stocks, we bring back recurring guest Leandro from Best Anchor Stocks for an update on Nintendo (Ticker: NTDOY). We discuss:
(00:00) Introduction
(01:56) Nintendo's Transition to Switch 2
(03:39) Reasons Behind Stock Price Decline
(06:33) Memory Chip Costs
(10:19) Nintendo's Software Strategy and Future Plans
(20:58) Non-Gaming Aspects and IP Monetization
(28:30) The
AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(03:10) Reflections on Past Episodes and Stock Pitches
(06:25) Analyzing Guest Contributions and Insights
(09:25) Best and Worst Investment Calls
(12:03) AI Doomsday Report and Market Reactions
(15:14) Disruption in Delivery Services
Time to Buy The #1 Beer Stock in America? (Recent Berkshire Investment) $STZ
On this episode of Chit Chat Stocks, Ryan goes through a research report on Constellation Brands (Ticker: STZ), the brewer and distributor of major Mexican beer brands in the United States. We discuss:
(00:00) Introduction
(02:28) The History of Constellation Brands
(11:49) Decade of Expansion and Growth
(18:55) Divesting Non-Core Assets
(24:13) Market Share Gains and Demographic Trends
(33:34) T
Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(04:29) Airbnb's Growth and Strategy
(16:16) Remitly's Performance and CEO Transition
(25:25) AI in Software: A Discussion
(32:40) Quality Stocks Watchlist
(37:02) Adyen's Activist Letter
(43:55) Reddit's Business Model and Market Po
Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
On this episode of Chit Chat Stocks, we speak with Sean Emory, founder and CIO of Avory & Co, about Zoom Communications (Ticker: ZM). We discuss:
(00:00) Introduction
(11:23) Zoom's Business Model Evolution
(20:50) AI Integrations
(26:36) Anthropic Investment
(32:18) AI's Dominance Over Software
(39:09) The Impact of COVID on Zoom's Growth
(42:25) Zoom's Pricing Power and Market Position
(45:48)
Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap?
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(03:02) Analyzing Monday.com
(11:04) Big Tech and AI: Alphabet's Bond Issuance
(21:32) Value Play or Value Trap
(36:32) AI Disruption in Consulting
(41:13) Earnings Insights: Oscar and Spotify
(53:31) The Rise and Fall of Tai Lopez
(
Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
On this episode of Chit Chat Stocks, we speak with Drew Cohen of Speedwell Research about Constellation Software (Ticker: CSU). The stock is in a deep drawdown, its largest ever. We discuss:
(00:00) Introduction
(03:50) Understanding Constellation Software's Business Model
(06:40) The Bear Case: AI Disruption and Market Concerns
(15:45) Acquisition Strategy
(19:45) Leadership Transition and Its I
Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:09) The Software Stock Meltdown
(04:51) Valuations and Market Reactions
(13:46) Amazon Earnings Analysis
(19:17) Alphabet's earnings
(27:34) The AI Landscape
(38:41) Bitcoin's Volatility and Market Sentiment
(48:15) SpaceX and
Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL)
On this episode of Chit Chat Stocks, we speak with first-time guest Marc from Manu Invests on BNPL provider Sezzle. We discuss:
(00:00) Introduction
(01:57) Understanding Sezzle's Business Model
(03:35) The Appeal of Buy Now Pay Later
(05:50) Sezzle's Unique Position in the Market
(09:24) Sezzle's Business History and Stock Performance
(13:00) Keys to Sezzle's Profitability
(15:21) Merchant Prefe
Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:37) Microsoft's Earnings Breakdown
(04:18) CapEx and Cloud Commitments
(10:08) Meta's Earnings
(12:38) Tesla's Earnings
(28:18) Investments in AI
(33:59) The State of the Automotive Market
(36:04) Tesla's Valuation and Future Pr
Bill Miller: The Bitcoin and Amazon Billionaire
On this episode of Chit Chat Stocks, Brett and Ryan dive into the career of investing legend Bill Miller. We discuss:
(00:00) Introduction
(03:40) Bill Miller's Unique Investment Style and Background
(07:51) Case Study 1: Dell Computer
(18:28) Case Study 2: The Great Financial Crisis and Major Missteps
(30:22) Case Study 3: Amazon
(47:27) Case study 4: Bitcoin
(53:59) Lessons from Bill Miller's
SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play
(We talk about SpaceX at the very end of the episode)
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(04:46) Analyzing Wise's Impressive Earnings
(14:56) Intel's Role in the AI Era
(25:35) Interactive Brokers: A Business Powerhouse
(33:46) Netflix's Strategic Shifts in Streaming
Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)
On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:
(00:00) Introduction
(02:24) Understanding Uber's Revenue Streams
(03:51) Geographic Diversification and Growth Opportunities
(08:15) The Autonomous Vehicle Threat and Opportunity
(30:17) Profitability of Uber Eats
(31:03) Uber's Expansion into Grocery and Retail
(33:36) Advertising
Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:15) The Software Apocalypse
(21:36) AI and Software Development
(30:30) Housing Market Insights
(34:17) TripAdvisor: A Legacy Business in Transition
(38:43) Viator Acquisition: A Strategic Move for Airbnb
(44:38) TSMC's Growth an
A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom
On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:
(00:00) Introduction
(01:59) Exploring the Defense budget increase
(10:45) Leidos (Ticker: LDOS)
(19:20) RTX Corp (Ticker: RTX)
(25:25) CACI International (Ticker: C
A Venezuelan Shakeup; Top S&P 500 Winners And Losers From 2025; The Return Of Small cap Of The Week
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(00:56) Geopolitical Impacts on Investments
(05:20) Venezuelan Economic Landscape and Investment Opportunities
(11:04) S&P 500 Insights: Winners and Losers
(28:36) Housing Market Dynamics and Institutional Investors
(33:37) Small Cap
An Investment Manager Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story (Ticker: $TPB)
On this episode of Chit Chat Stocks, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:
(00:00) Introduction
(03:58) Exploring Turning Point Brands: Company Overview
(07:46) The Shift to Nicotine Pouches: Market Trends
(09:28) High-Level Thesis: The Super Trend of
2026 Stock Market Predictions
On this episode of Chit Chat Stocks, we take a look back at our 2025 returns, we analyze last year's market predictions, and we make 6 new bold predictions for 2026.
These include our takes on the overall economy, big tech, and stocks/sectors that we think could outperform or underperform.
We discuss:
(00:00) Introduction
(11:55) Analyzing Our 2025 Investment Returns, including biggest winners
A Microcap Christmas Miracle; Financial Charlatan Of The Year; 12 Boring Stocks That Outperform
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:42) Nike Earnings Analysis
(14:04) Harbor Diversified Update
(28:55) Alphabet's Acquisition of Intersect
(40:13) Amazon's Advertising Potential
(41:23) Comparing OpenAI to WeWork
(44:40) OpenAI's Business Model Challenges
(45:56
6 Stocks For 2026
On this episode of Chit Chat Stocks, we pick three stocks for 2026. These could be longs, shorts, stocks we already own, stocks on the top of our watchlists, or stocks we simply like for the upcoming calendar year. We discuss:
(00:00) Introduction
(06:18) Stock 1
(15:29) Stock 2
(25:34) Stock 3
(39:11) Stock 4
(47:56) Stock 5
(01:04:46) Stock 6
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Coupang In Free Fall; Uber and Snap Stock Pitches; Gold + Silver All-Time Highs $CPNG $UBER $SNAP
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:15) Meet new guest Aria Radnia
(02:29) Diving into Uber: The Elevator Pitch
(17:05) Transitioning to Coupang: The Data Breach Impact
(28:36) Netflix's New Strategies: Podcasts and Gaming
(44:11) Snap's New Monetization Strategy
(
Should I Buy Monday.com Stock? (Ticker: $MNDY)
On this episode of Chit Chat Stocks, Ryan dissects Monday.com (Ticker: MNDY), concluding with his decision on whether to buy the stock or not. We discuss:
(00:00) Introduction
(03:37) Growth Metrics and Business Model
(06:19) History
(09:30) Understanding the Product and User Experience
(12:20) Market Position and Competitive Landscape
(15:16) Financial Analysis and Valuation Insights
(33:28) Pr
Stocks With 100 Bagger Potential; $1.5 Trillion SpaceX IPO; Warner Bros Merger Mania $NFLX $PSKY
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(00:28) Major News: Netflix's Bid for Warner Bros.
(21:57) Listener Question: Multi-Bagger Investment Strategies
(23:51) Identifying High-Potential Asymmetrical Bets
(40:50) Analyzing Share Buybacks and Growth Prospects
(42:53) Leade
Basic Capital's Founder Abdul Al-Asaad Tells Us His Plan To Disrupt The Existing 401k Market (Debt Funded Investment Accounts)
On this episode of Chit Chat Stocks, we talk with Abdul Al-Asaad, founder of Basic Capital. You may have seen this company and its viral introductory video on its debt-driven 401k product, which sparked heated debates across the financial world.
So, we wanted to sit down and interview Abdul about what Basic Capital is actually doing. We discuss:
(00:00) Introduction
(06:27) Innovative Financing
Drafting Our Dream Portfolios; 6 Quality Stocks At Record Low Valuations; A Friday 8-K For The Ages
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:48) Dream Portfolio Game
(03:05) Criteria for Selecting High-Growth Companies
(06:17) Drafting the Best Companies at 15x Earnings
(24:17) Final Picks and Honorable Mentions
(30:39) Rick's Cabaret Collapse: A Cautionary Tale
(37:2
Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE, CP, And...?)
On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss:
(00:00) Introduction
(19:18) Focus on Infrastructure Investments
(22:09) Case Study: GE Aerospace and Safran
(
Michael Burry v. NVIDIA; Thanksgiving Turkey Stocks; Is It Time To Sell Alphabet? $GOOG $NVDA
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(21:42) Alphabet's Resurgence: The AI Narrative Shift
(38:02) Amazon's Competitive Edge: A Moat Like No Other
(39:50) Thanksgiving Turkey Characteristics in Companies
(48:25) Legacy Companies and Market Disruption
(50:55) Gratitude i
Our Top 5 International Stocks for 2026
*****Apologies for some scratchy audio from Brett's mic on this episode*****
On this episode of Chit Chat Stocks, we dive into five international stocks (outside of the United States) on our radar for 2026. We discuss:
(00:00) Introduction
(03:22) Honorable Mentions and Market Insights
(03:52) Grupo Aeroportuario del Sur: A Case Study
(15:38) Grab Holdings: The Super App of Southeast Asia
(30:33
Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy? $NVDA $MSTR $HIMS
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(22:56) Adobe's Acquisition of Semrush
(27:22) AI Winners vs. Losers: SaaS Valuation Divergence
(35:10) AI and Software Development: Enhancing Creativity
(38:20) Becton Dickinson: A Special Situation Investment
(39:27) Wix: Analyzing
Ian Bezek Returns To Talk Argentinian, Chilean, and Colombian Stocks + The Return of Free Markets In Latin America?
On this episode of Chit Chat Stocks, Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian, Chilean, and Colombian stocks at the moment. We discuss:
(00:00) Introduction
(02:38) Argentina's Economic Landscape Post-Election
(05:02) Currency Challenges and Economic Recovery in Argentina
(07:39) Politic
Michael Burry’s AI Short Bet; Q3 Fallen Angels; Earnings Round-Up ($RELY, $CPNG, $SFM, $MNDY + More)
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(00:59) Investing Insights from Japan
(02:23) Deep Dive into Remitly Earnings
(11:43) Fallen Angels: Stocks in Decline
(17:15) Monday.com: Earnings and Market Reaction
(23:50) Apple's Innovation and Market Position
(30:43) Sprouts Fa
Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals)
On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.
We discuss:
(00:00) Introduction
(02:45) The AI Trade
(15:49) Missed Investment Opportunities
(22:04) Inv
Nu Holdings: The Best Banking Stock Globally? With Dave Ahern
On this episode of Chit Chat Stocks, we speak with Dave Ahern of the Investing For Beginners Podcast. We discuss how Nubank has come to dominate the online banking space in Latin America. We explore their innovative digital banking model, growth strategies in Brazil and Mexico, potential expansion into other Latin American markets, and the implications of applying for a U.S. banking license.
(03:
The Complete Investment Checklist with John Rotonti
On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss:
(00:00) Why have an investment checklist?
(06:13) Questions to ask in the research process
(19:02) Flexibility in Investment Analysis
(23:30) Overriding the Checklist: Real-World Examples
(28:46) Identifying Generat
6 Hidden Suppliers For The AI Boom; Microsoft's OpenAI Gains; Amazon and UPS Layoffs As Recession Indicators?
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST.
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Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race
On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss:
(00:00) Introduction
(02:00) Amazon's AI Strategy and Anthropic Relationship
(10:14) Google's Competitive Edge in AI
(19:26) Meta's AI Monetization Strategies
(28:24) Microsoft's Azure and AI Workloads
(32:10) Understanding Neo Clouds and Thei
Tesla Earnings Reaction, Betting On $HIMS, Google's AI Dominance, And An Asymmetric Opportunity In MGM With Travis Hoium
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed with special guest Travis Hoium:
(00:00) Introduction
(04:00) Tesla Earnings and EV Market Analysis
(10:12) Opportunities in the EV Space: Lyft and Uber
(12:45) General Motors and Rivian: Financial Insights
(20:25) Hims and Hers: Disruption in Healthcare
Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value)
On this episode of Chit Chat Stocks, we speak with Michael Fritzell of Asian Century Stocks. We discuss why investors should consider investing in Asia, and then go through a case study of a cheap stock he has covered on the newsletter.
(00:00) Introduction
(03:41) Investing in Asia: Opportunities and Risks
(07:16) Stock case study
(17:09) Investing in airports
(31:28) Managing the macro
(34:30
Our 6 Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:02) Earnings Season Insights
(05:49) Taiwan Semiconductor's Performance
(11:45) Growth Stock Discussion Begins
(18:02) Top Growth Stocks
(41:41) Cash Levels and Market Sentiment
(43:31) Interactive Brokers: A High-Margin Busines
Yelp: A Forgotten Small-Cap Stock I’m Buying Today (Ticker: YELP)
On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss:
(00:00) Introduction
(01:48) History
(09:24) Business model
(18:00) Competition Landscape:
(24:23) Competitive advantage
(31:30) Financial Performance
(32:28) User Growth Trends and Insights
(37:39) Advertising Dynamic
Value Play vs. Value Trap; Bezos on AI Bubble; OpenAI's Wild Ambitions; Brett's New Stock Buy
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:14) Bezos and AI bubbles
(10:20) The AI Infrastructure Boom: Opportunities and Risks
(18:28) Value Plays vs. Value Traps
(36:58) Argentina update
(40:55) Pepsi's Earnings
(45:55) Delta Airlines
(48:47) Brett's new stock
(53:57) R
George Soros: The Investing Legend Who Broke The Bank of England
On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss:
(00:00) Introduction
(03:28) Early Life and Influences
(09:14) Quantum Fund
(12:39) Investment Philosophy and Position Sizing
(19:27) Understanding Reflexivity in Markets
(28:02) Case Study: Breaking the Bank of England
(34:42) The Mechanics of Currency Devaluation
(39:23) Soros' Bet Against the Thai Baht
(44:4
Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(01:13) AI and E-commerce: Shopify's Partnership with OpenAI
(07:25) Nike's Earnings Report: Challenges and Market Position
(14:09) The Emergence of the Texas Stock Exchange
(22:58) Never Sell Stocks: Criteria and Personal Picks
(44
Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO
On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss:
(00:00) Introduction
(02:25) The Appeal of Small Cap Investments
(05:12) Opendoor
(31:37) Portillo's
Value Degen Substack: https://unemployedvaluedegen.substack.com/
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6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software)
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed:
(00:00) Introduction
(02:26) AI Boom and Market Implications
(08:35) Electricity Consumption and AI
(16:43) Drafting Future Share Cannibals
(21:09) Criteria for Selecting Share Cannibals
(41:39) Mark Leonard's Legacy and Constellation Software
(47:10) Y
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