Shows / Chit Chat Stocks
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
- Chit Chat Stocks
Why This AI Software Stock Just Might Be The Next Palantir
On this episode of Chit Chat Stocks, we speak with new guest Nick from Wealthmatica about an interesting investing opportunity in enterprise software. We…
- Chit Chat Stocks
Amazon and Google Earnings Crash; Crocs Rebound; Buying The Adyen Dip? $CROX $ADYEN $AMZN
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) -…
- Chit Chat Stocks
EMERGENCY ANTHROPIC S-1 BREAKDOWN
On this episode of Chit Chat Stocks, we break down the Anthropic S-1 released today. This will serve as the Wednesday episode for this week! We discuss…
- Chit Chat Stocks
SpaceX Monster Quarter; CoreWeave's Collapsing Narrative; Buy The Dip on Netflix, Hermes, and Wise?
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) -…
- Chit Chat Stocks
Ben Graham: Learning From The Dean of Wall Street (Warren Buffett's Mentor)
On this episode of Chit Chat Stocks, Brett and Ryan discuss the life and investing journey of Ben Graham, who is considered the inventor of modern financial…
- Chit Chat Stocks
Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings
In this episode, Ryan Henderson and Jason Hall take a look at the 134 stocks in the S&P 500 currently in a 40% drawdown or worse. They also dive into the…
Chit Chat StocksWinners & 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…
- Chit Chat Stocks
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) -…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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) -…
- Chit Chat Stocks
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) -…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
Chit Chat StocksLululemon'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 –…
- Chit Chat Stocks
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)…
Chit Chat StocksNvidia'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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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…
- Chit Chat Stocks
SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX
The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. This week we discussed: (00:00)…
- Chit Chat Stocks
Chuck Akre: Betting Big On Quality Stocks ($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…
- Chit Chat Stocks
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)…
- Chit Chat Stocks
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)…
Chit Chat StocksAnthropic'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)…
Chit Chat StocksWhat 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…
Chit Chat StocksEMERGENCY 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)…
Chit Chat StocksMSCI: 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…
Chit Chat StocksDissecting 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"…
Chit Chat Stocks(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…
Chit Chat StocksPalantir, 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)…
Chit Chat StocksSpaceX, 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…
Chit Chat StocksAI 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)…
Chit Chat StocksHoward 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…
Chit Chat StocksEarnings 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)…
Chit Chat StocksIs 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)…
Chit Chat StocksEarnings 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…
Chit Chat StocksHuge 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…
Chit Chat StocksAmazon’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)…