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    Business

    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.

    Advertise

    Copyright: © Chit Chat Stocks

    • Apple Podcasts
    • Google Play
    • Spotify

    Latest Episodes:
    Dissecting 10 Small Cap Stocks (DUOL, BILL, And?) May 15, 2026
    Show notes

    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.



    *****************************************************

    Subscribe to our newsletter, Emerging Moats: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    (ABNB, ADYEN, WISE, & more) Ranking Ryan's Entire Portfolio May 13, 2026
    Show notes

    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 America Airports

    (59:06) Adyen


    *****************************************************

    Subscribe to our newsletter, Emerging Moats: ⁠emergingmoats.com⁠

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    ⁠https://www.interactivebrokers.com/⁠

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: ⁠Stockwriteup.com⁠

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 25% off any plan: ⁠⁠https://fiscal.ai/chitchat⁠

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG May 08, 2026
    Show notes

    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) Grab's Resilience Amid Regulatory Challenges

    (26:06) The Impact of SpaceX IPO on Market Dynamics

    (29:47) Pinterest's Aggressive Buyback Strategy

    (42:47) The State of Online Dating Apps

    (45:41) Earnings Reports and Company Valuations

    (52:19) Cerebras and the Semiconductor Landscape

    (56:07) Palantir's Growth and Market Positioning



    *****************************************************

    Subscribe to Emerging Moats Research: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    SpaceX, Rocket Lab, And The Future of Defense and Space Stocks With Industry Expert Lou Whiteman May 06, 2026
    Show notes

    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 Space: The Elon Musk Factor

    (28:25) Rocket Lab: The One-Stop Shop for Space

    (33:58) Navigating the Defense and Space Sectors

    (40:54) Emerging Opportunities in Space Defense Tech

    (43:26) Understanding the Long-Term Dynamics of Defense Stocks


    *****************************************************

    Subscribe to our newsletter, Emerging Moats: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    AI Earnings Blitz (GOOG, AMZN, META); South Korean Stock Bonanza; Is Apple's Mojo Back? $AAPL May 01, 2026
    Show notes

    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

    (29:48) Starbucks' Recovery and Market Strategies

    (32:55) Earnings Insights: Visa and American Express Growth

    (36:57) Real Brokerage and Remax Merger Analysis

    (42:18) Defense Budget and Autonomous Warfare Investments

    (46:02) Market Reactions to Earnings Reports

    (57:41) Consumer Trends: Fast Food vs. Grocery Performance

    (01:01:45) Future Watchlist: Companies to Keep an Eye On


    *****************************************************

    Subscribe to Emerging Moats Research: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Howard Marks: The Distressed Debt King (What Does He Think About AI and Private Credit?) Apr 29, 2026
    Show notes

    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: A Debt-to-Equity Success

    (41:59) Key Takeaways from Howard Marks' Investment Philosophy

    (46:21) AI and Private Credit: Future Considerations


    *****************************************************

    Subscribe to our newsletter, Emerging Moats: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Earnings Digest (TSLA, INTC, AXP, PM); Tim Cook's Farewell; Avis Goes Full GameStop $CAR; Playing a Potential SpaceX/Tesla Merger? Apr 24, 2026
    Show notes

    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) Philip Morris and Tobacco Market Trends

    (30:53) Regulatory Risks in Nicotine and Tobacco

    (38:26) American Express: Stability and Pricing Power

    (44:24) Tesla Earnings and Narrative Control

    (53:13) Market Speculation: Tesla and SpaceX Merger

    (57:52) Small Cap of the Week: Zeta Global

    (01:00:50) Enterprise Software and AI Risks

    (01:02:31) Avis Meme Stock


    *****************************************************

    Subscribe to Emerging Moats Research: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Is Wix Stock Too Cheap To Ignore? (Ticker: WIX) Apr 22, 2026
    Show notes

    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 and Market Perception of Wix



    Manuel's substack: https://mvcinvesting.substack.com/

    *****************************************************

    Subscribe to our newsletter, Emerging Moats: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Earnings Kickoff (TSM, ASML, NFLX); AI Absurdities; Amazon's Starlink Competitor; Hermes Opportunity Apr 17, 2026
    Show notes

    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) Consulting Industry Insights and Trends

    (49:13) Amazon's Satellite Acquisition and Market Implications

    (55:45) OpenAI Losing Market Share



    *****************************************************

    Subscribe to Emerging Moats Research: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications Apr 15, 2026
    Show notes

    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 of Personalized Medicine

    (16:59) Regulatory Landscape and Government Influence

    (22:16) Industries Affected by the Peptide Boom

    (26:59) The Incentive Structure of Healthcare

    (30:22) Disruption in the Healthcare Industry

    (32:19) The Hims and Hers Saga

    (38:24) Management and Future Opportunities

    (50:47) Asymmetric Investing


    Asymmetric Investing: https://www.youtube.com/@asymmetricinvesting


    *****************************************************

    Subscribe to our newsletter, Emerging Moats: emergingmoats.com

    *********************************************************************

    Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

    https://www.interactivebrokers.com/

    Interactive Brokers is a member of SIPC.

    *********************************************************************

    Check out Value Spotlight: Stockwriteup.com

    *********************************************************************

    Fiscal.ai is building the future of financial data.

    With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.

    Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat

    *********************************************************************

    Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.


    Learn more about your ad choices. Visit megaphone.fm/adchoices


    Previous 1 4 5 6 7 8 83 Next

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