Chit Chat 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 (01:15) 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 and...

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: CA...

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...

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 N...

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 and...

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)...

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 *****************************************************...

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 (5...

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) Pro...

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) Leader...

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 in...

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 (37:22...

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 (2...

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 in...

*****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)...

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...

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) Political...

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 Far...

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) Inves...

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. (03:2...

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 Generati...

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/  ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers. Get professional pricin...

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 Their...

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 (...

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) I...