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
Winners & Losers in the AI Agent Economy (ABNB, GOOGL, PGR, BKNG, & more)
On this episode, Brett and Ryan explore the potential impacts of AI agents on various industries: Travel, search, online shopping, insurance, banking, and more.
(00:00) Introduction
(02:29) Initial impressions of Muse and consumer AI agents
(09:27) AI impact on the travel industry and online booking
(20:38) Risks to Google search and advertising revenue
(33:39) AI in online shopping and con
Brazilian Stock Breakout; Diving Into More Small Caps; Uber's Latest Acquisition $NU $MELI $UBER
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) - Hermes stock drop and the luxury market
(07:19) - Tech versus defensives valuation chart discussion
(18:36) - Brazilian elections and Latin American stocks (Mercado Libre, Inter,
Exterminating the Premium: Is Rollins (NYSE: ROL) Finally a Buy? - Full Analysis
On this episode of Chit Chat Stocks, Ryan dives into another research episode covering the stock Rollins (NYSE: ROL). We discuss:
(00:00) Introduction
(04:50) History of Rollins and its founder, Otto Orkin
(11:07) The evolution of Rollins' business model and growth strategy
(14:48) Industry overview: size, competition, and customer demand
(20:03) Resilience of the pest control industry thr
FICO and Nike Tumble; Burry Accelerates AI Short Bet; Compounders Out of Favor $NKE $FICO $DPZ
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
(01:06) Meta Poaches MongoDB CEO Ahead of Investor Day
(04:18) Nike Earnings & Strategy Review
(12:54) AI Agent Landscape & Funding Round Updates
(17:47) Muse, Agent Commerce, & Online Platform Moats
(29:06) "Compounders" Trad
Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns)
On this episode of Chit Chat Stocks, Brett speaks with Jim Gillies from Motley Fool Canada on how to invest in hidden gems in 2026. We discuss:
(00:00) - Introduction
(00:58) - Reviewing Nelnet: Operations, the Huddle stake, and its Berkshire-esque qualities
(06:04) - Investing philosophy: Absolute vs. relative returns and Peter Lynch's portfolio accuracy principle
(10:48) - The impact of go
Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
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) - Zeta Global (ZETA) Business Overview
(07:00) - Meta Muse and Consumer AI Agents
(11:07) - Airbnb, Expedia, and the Threat to Online Travel Aggregators
(13:32) - Google and Apple's Position in the AI Agent S
Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)
On this episode of Chit Chat Stocks, Drew Cohen of Speedwell Research returns to tell us about his comprehensive research into software's AI risk. We discuss:
00:00 Introduction
02:11 How AI advancements threaten traditional software companies
04:02 In-house AI development and enterprise software risks
07:05 The outer harness and AI interface evolution in enterprises
11:47 Risks of AI model
Nu Bank's Territorial Expansion; LVMH + Stocks At Cheapest Valuations Ever; Fed Hikes Interest Rates
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
(02:23) NuBank's US Market Entry
(21:38) Stocks Trading Near Historic Lows
(23:12) Valuations of Consumer and Retail Stocks
(34:34) Interest Rate Outlook and Bond Market
(41:02) AI Regulation and Industry Slowdown
(50:12) Sma
Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America
On this episode of Chit Chat Stocks, we chat with recurring guest Ian Bezek of Ian's Insider Corner about Inter, a bank in Brazil. We cover:
(00:00) Introduction
(03:51) The Brazilian Lending Market
(07:06) Inter's Growth & NuBank Comparison
(10:08) The Brazilian Credit Market
(14:42) Impact of the Brazilian Election
(17:56) Inter's Credit Portfolio
(20:40) Inter's Valuation & Earnings Multiple
Stocks At 52-Week Lows; Meta's Agentic AI Push; 2 Under-Followed Small Caps
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
(01:14) Robinhood's Stock Tokenization Initiative
(13:05) Oura Ring's IPO and Health Tech Market
(22:32) Stocks Hitting 52 Week Lows and Market Cyclicality
(25:49) Vici Properties and Vegas Market Outlook
(28:27) Autozone and
BBB Foods + How To Invest For The Robotics Boom With Leandro From Best Anchor Stocks (Ticker: TBBB)
On this episode of Chit Chat Stocks, we speak with Leandro from Best Anchor Stocks. We discuss BBB Foods, and close with questions around his latest sector write-up on the robotics boom. Topics:
(00:00) Introduction
(02:12) History and origins of Tiendas 3B
(06:18) What does a typical store look like?
(11:41) Market environment in Mexico versus developed countries
(16:27) Store opportunity
Lululemon's Continued Collapse; Broadcom and Cybersecurity Earnings; An Intriguing Small Cap $LULU
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:
0:00 – Introduction
5:10 – Lululemon Earnings
16:20 – Palo Alto Networks Earnings
26:40 – Uber Layoffs & Autonomous Vehicle Investments
37:10 – Broadcom Earnings & AI Semiconductor Growth
44:15 – Adobe Leadership Changes & Micron Metrics
51:00 –
10 Stocks Up More Than 100% This Year (Analyzing Winners)
On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss:
(00:00) Introduction
(05:05) Virtu Financial: Market making and high-frequency trading
(12:46) Stock 2: Modular housing for remote projects
(19:48) Stock 3: Genomics tools and AI applications
(25:46) Stock 4: Unified communications and market dynamics
(33:59) St
Nvidia's Unbelievable Earnings; OpenAI's Carnage; Salesforce Earnings And The Software Comeback
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:
(0:00) Introduction
(02:04) NVIDIA's Revenue Growth and Supply Commitments
(16:41) Meta's Legal Challenges and Regulatory Environment
(30:13) Software Earnings and Market Trends
(35:27) OpenAI Employee Departures
(38:20) AI Industry Valuations and
Dissecting Hotel and Casino Stocks (Hilton, Marriott, MGM, and Wynn)
On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss:
(00:00) Introduction
(02:28) Initial thoughts and biases about the sector
(11:53) Marriott's business model and history
(25:50) Wynn Resorts: A luxury casino case study
(32:50) MGM Resorts: Transition to asset-light model
(43:53) Risks and challenges in the casino sector
(50:05) Futu
OpenAI's Mounting Losses; Mark Walter's Crumbling Empire; Copart's Transformative Acquisition?
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
(01:58) Copart's Acquisition of CCC Intelligent Solutions
(08:04) Industry Trends and Market Headwinds
(09:22) AI Revenue Growth and Profitability
(13:07) Valuation and Profit Growth of Big Tech
(18:52) Future of Meta, Microso
Costar Group: A Fallen Compounder Down 70% From Highs (Ticker: CSGP)
On this episode of Chit Chat Stocks, we dive into another Ryan Research episode covering Costar Group (Ticker: CSGP). We discuss:
(00:00) Introduction
(02:11) Founding of CoStar and Andy Florence's background
(12:32) Industry landscape and CoStar's monopoly in commercial real estate data
(19:37) Revenue growth, pricing power, and diversification
(22:29) Major acquisitions: Loopnet, Apartmen
Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB
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
(01:50) Bill Ackman's Netflix Investment
(10:00) Private Equity's Role in AI Infrastructure Funding
(12:02) Potential Software Take-Private Deals and Valuation Trends
(13:55) BBB Foods: A Mexican Retail Growth Story
(15:46) Ai
Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS)
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from TSOH Investing Research on the state of the media sector. We discuss:
(00:00) Introduction
(02:09) Major changes in the media sector over recent years
(08:12) Disney's current position
(12:51) The challenges and opportunities in sports
(22:40) Impacts of social media platforms on media consumption
(34:38) The influen
SpaceX Earnings and Musk's $1 Trillion Update; Mega Earnings Round-Up $RELY $MELI $CPNG $PLTR + 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
(02:03) SpaceX's revenue projections and funding challenges
(15:08) Uber's recent earnings and growth metrics
(25:49) Trade Desk's earnings and market position
(28:57) Coupon's earnings, challenges, and future prospects
(33:45
How To Find The Best Dividend Stocks
On this episode of Chit Chat Stocks, Dave Ahern returns to the show to discuss dividend investing.
(00:00) Introduction
(01:25) How Dave Got Started with Dividends
(02:52) Lessons Learned from 15 Years of Dividend Investing
(08:41) Growth in Dividend Stocks and Organic Growth Expectations
(13:51) Why Pepsi Might Be a Value Trap
(27:45) Why Visa and Mastercard Are Ideal Dividend Growers
(3
Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up
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
(02:31) AI Hedge Fund 'Situational Awareness' Sells Major Holdings
(14:44) Amazon's Impressive Quarterly Results and Growth Drivers
(17:10) Google Cloud and Cloud Revenue Growth Insights
(21:52) Microsoft Earnings: Cloud, Offic
David Tepper: The Bounce Back King (Hedge Fund Legend)
On this episode of Chit Chat Stocks, Brett and Ryan continue their study of super investors by looking at David Tepper. We discuss:
(00:00) Introduction
(07:40) Founding of Appaloosa and initial investment philosophy
(10:01) Tepper's track record and notable returns
(18:48) Case study: Russian 1998 financial crisis
(24:09) Investing during the Enron and dot-com busts
(32:07) The GFC reboun
Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun
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
(01:23) Google's Earnings
(16:42) Uber's Acquisition of Delivery Hero
(28:35) Netflix Earnings: Growth, Content, and AI
(39:06) Intel's Revenue Growth and CapEx
(45:10) Lockheed Martin's Defense Orders and Market Signals
(49:
6 Hidden AI Winners
On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today.
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Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN
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
(01:55) ASML's Earnings
(04:53) Adyen's Annual Report and Shareholder Questions
(10:58) OpenAI's Legal Challenges and Hardware Developments
(15:03) Bank earnings
(24:56) Stripe, PayPal, and Payment Industry Dynamics
(29:55) T
A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS
On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss:
(00:00) Introduction
(04:04) What Is a Semiconductor? Basic Explanation and Analogy
(15:11) History
(19:54) Industry Cycles, Leading Companies, and Market Dynamics
(30:09) Case Study: ASML and EUV Lithogra
Terry Smith's Perplexing Letter; Samsung's Monster Numbers; Checking In On Tobacco/Nicotine Stocks $PM $BTI
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
(01:02) Terry Smith's letter
(24:16) Microsoft's layoffs at Xbox
(40:21) Samsung earnings and industry outlook
(44:27) AI lab profitability metrics and bubble watch
(46:24) Blue Origin's valuation
(48:32) Satellite industry a
Copart: A Compounder Stock Down 54% From Highs (Ticker: CPRT)
On this episode of Chit Chat Stocks, Ryan dives into a research episode covering Copart. We discuss:
(00:00) Introduction
(05:52) Understanding Copart's Business Model
(14:32) Competition in the Vehicle Remarketing Industry
(29:36) Understanding Market Dynamics and Natural Disasters
(31:44) International Expansion
(33:28) Management Changes
(39:04) Market Share Challenges
(45:05) Valuati
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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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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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
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