Brett Schafer and Ryan Henderson

Chit Chat Stocks

Business EN ↓ 796 episodes

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

Author

Brett Schafer and Ryan Henderson

Episodes

Huge Opportunity (HIMS) In The Peptide Market? Why Hims & Hers Stock May Benefit + Healthcare Industry Implications 15.04.2026 56:29

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 o...

Amazon’s Annual Letter Insights; New Insider Buys; Claude’s Record Setting ARR Growth 10.04.2026 1:08:03

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 (1...

Rebuilding Our Portfolios From Scratch (Stocks We'd Buy Today) 08.04.2026 1:14:29

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 03.04.2026 1:04:57

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 01.04.2026 1:05:47

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? 27.03.2026 1:06:56

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) Smal...

He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today 25.03.2026 1:01:39

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) Regulator...

SoFi Short Report Allegations; Micron's Insane Numbers; Nvidia's $1 Trillion Revenue Projection 20.03.2026 1:07:21

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 E...

Investing Through The Capital Cycle And a Warning For AI Stocks? (Marathon Asset Management) 18.03.2026 1:08:24

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 Evol...

Markets In Turmoil; Oracle's Wild Plan; Adobe + Dollar General Earnings; Revisiting a Small-Cap 13.03.2026 1:07:45

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 Trans...

Stock Exchanges: The Best Businesses In The World? (4 Case Studies) 11.03.2026 1:03:41

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 Sto...

Anthropic's Crazy Revenue Growth; Berkshire (And Others) Insider Buying; A New Fast Growing Small Cap Stock; Wix's Aggressive Moves 06.03.2026 1:07:18

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-co...

Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY) 04.03.2026 59:43

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 L...

AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH 27.02.2026 1:08:46

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 25.02.2026 1:00:08

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) Th...

Airbnb and Remitly Earnings; Buffett's Last 13F; Opportunity at Adyen? $ABNB $RELY $SFM 20.02.2026 1:06:06

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 Pos...

Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM) 18.02.2026 1:01:23

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) C...

Alphabet's Mega Debt Offering; Oscar Health and Spotify Earnings; Value Play Or Value Trap? 13.02.2026 1:06:43

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 (5...

Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU) 11.02.2026 51:30

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 Im...

Amazon and Alphabet's Capex Ramp; SpaceX and xAI MegaMerger; Software Stock Meltdown $AMZN $GOOG 06.02.2026 1:10:40

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 XAI...

Sezzle: Why This BNPL Stock Has Multibagger Potential (Ticker: SEZL) 04.02.2026 56:15

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 Prefer...

Meta, Microsoft, and Tesla; Silver/Gold and Dollar Debasement; Burry's Wild GameStop Pitch $GME 30.01.2026 1:08:36

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 Pros...

Bill Miller: The Bitcoin and Amazon Billionaire 28.01.2026 1:00:53

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 In...

SpaceX and OpenAI Prepare Monster IPOs; Netflix + Wise Earnings; A New Micro Cap Defense Play 23.01.2026 1:11:03

(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) 21.01.2026 59:40

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...