Best Chit Chat Stocks Podcasts (2025)

1
Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value) 1:04:12

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1d ago1:04:12

1:04:12

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) Investin…

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3 Lessons from Prosus and Tencent | The art of capital allocation 13:17

10h ago13:17

13:17

Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires. In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it. Three timeless lessons on capit…

1
Swyx on Cognition and The Meaning of Life 48:19

4d ago48:19

48:19

a surprisingly good quality dense chat with Delta Institute https://www.youtube.com/watch?v=CYr1mSDNqKMBy Swyx

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Our 6 Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth 1:06:55

7d ago1:06:55

1:06:55

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) Earnings Season Insights (05:49) Taiwan Semiconductor's Performance (11:45) Growth Stock Discussion Begins (18:02) Top Growth Stocks (41:41) Cash Levels and Market Sentiment (4…

1
Adyen Deep Dive | Who will win in payments? | By TDI-founders Bouke and Mathijs 1:17:29

7d ago1:17:29

1:17:29

Become a TDI-member! Use code: GIFT50 on checkout for 50% discount (for life!) -- Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a hidden gem we've been looking for... Basically, operating in our own…

1
Yelp: A Forgotten Small-Cap Stock I’m Buying Today (Ticker: YELP) 1:01:02

9d ago1:01:02

1:01:02

On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss: (00:00) Introduction (01:48) History (09:24) Business model (18:00) Competition Landscape: (24:23) Competitive advantage (31:30) Financial Performance (32:28) User Growth…

1
Value Play vs. Value Trap; Bezos on AI Bubble; OpenAI's Wild Ambitions; Brett's New Stock Buy 1:06:11

14d ago1:06:11

1:06:11

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 (02:14) Bezos and AI bubbles (10:20) The AI Infrastructure Boom: Opportunities and Risks (18:28) Value Plays vs. Value Traps (36:58) Argentina update (40:55) Pepsi's Earnings (45:55) D…

1
Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics 1:00:15

14d ago1:00:15

1:00:15

In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built one of the most unique niche businesses in the market. Paul shares insights from his deep research and on-the-ground visits to over 60 Cake Box stores. We discuss what makes the company unique, how it…

1
George Soros: The Investing Legend Who Broke The Bank of England 1:02:23

16d ago1:02:23

1:02:23

On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss: (00:00) Introduction (03:28) Early Life and Influences (09:14) Quantum Fund (12:39) Investment Philosophy and Position Sizing (19:27) Understanding Reflexivity in Markets (28:02) Case Study: Breaking the Bank of England (34:42) The Mechanics of Currency Devaluati…

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3 TDI Stock Ideas | Rentokil, Acomo and PAR | Ep. 1 13:49

19d ago13:49

13:49

A brand-new format: TDI Stock Ideas, to expand your investing universe. Each of these companies passes many of our pre-screening quality criteria. They're also businesses we haven't done a deep dive on (yet). In this episode of The Dutch Investors, we share three fresh stock ideas that caught our attention: Rentokil, Acomo, and PAR Technology. From…

1
Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG 1:07:22

21d ago1:07:22

1:07:22

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 (01:13) AI and E-commerce: Shopify's Partnership with OpenAI (07:25) Nike's Earnings Report: Challenges and Market Position (14:09) The Emergence of the Texas Stock Exchange (22:58) Ne…

1
From caveman to capitalism | An (im)perfect system 16:05

21d ago16:05

16:05

In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play Fortnite with strangers across the world. Along the way, we talk about capitalism: the imperfect system that drives so much of our progress. It’s not always fair, and it’s definitely not flawless, but it …

1
Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO 1:08:12

23d ago1:08:12

1:08:12

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss: (00:00) Introduction (02:25) The Appeal of Small Cap Investments (05:12) Opendoor (31:37) Portillo's Value Degen Substack: https://unem…

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6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software) 1:04:57

28d ago1:04:57

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 (02:26) AI Boom and Market Implications (08:35) Electricity Consumption and AI (16:43) Drafting Future Share Cannibals (21:09) Criteria for Selecting Share Cannibals (41:39) Mark Leona…

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Palantir decoded | AI king or selling smoke? w/ Type-F Capital 1:33:16

28d ago1:33:16

1:33:16

In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist apart from the rest. You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maxi…

1
Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle 1:05:04

30d ago1:05:04

1:05:04

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss: (00:00) Introduction (06:02) A New Player in Defense (10:47) Innovations in Subsea Technology (1…

1
Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META 1:06:22

1M ago1:06:22

1:06:22

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) Nvidia's Strategic Investment in Intel (03:08) The Semiconductor Supply Chain Dilemma (10:21) The Future of Intel and TSMC (22:21) Airbnb's Growth Strategies and Advertising (3…

1
New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson 1:45:54

1M ago1:45:54

1:45:54

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech…

1
Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns) 1:09:15

1M ago1:09:15

1:09:15

On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss: (00:00) Introduction (01:55) Brett's Portfolio Performance (10:01) Ryan's Portfolio Performance (15:59) Analysis of Top Positions (21:54) Best…

1
Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL 1:05:06

1M ago1:05:06

1:05:06

The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed: (00:00) Introduction (02:06) Analyzing Chipotle's Performance (11:04) Duolingo's Disruption Concerns (19:39) AI Infrastructure and OpenAI's Cash Burn (31:50) Emerging Players in AI: Nebius (34:22) Shorting Stocks: Ris…

1
Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell 34:05

1M ago34:05

34:05

After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Communications and Investor Relations inside its HQ. In this episode, we share some insights about the Adyen's …

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DAVID GARDNER INTERVIEW: How To Find the Next Nvidia -- And Other Massive Multibagger Stocks 56:43

1M ago56:43

56:43

You'll want to listen to this one. We discuss: (00:00) Introduction (05:19) Navigating the Dotcom bust (10:00) The Entrepreneurial Mindset in Investing (16:29) Investing books misleading investors (21:30) Understanding Rule Breaker Investing (27:59) Building a Rule Breaker portfolio (28:36) The Habits of a Rule Breaker Investor (32:57) Portfolio ma…

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Top 10 Widest Moat Stocks; Google Hits All-Time High; Lululemon Earnings Debate $GOOG $LULU 1:06:00

2M ago1:06:00

1:06:00

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 (02:01) Google's Favorable Court Ruling (12:40) C3 AI's Disappointing Quarter (17:26) Lululemon's Earnings Report (28:08) Drafting the Top 10 Widest Moats *****************************…

1
Serial acquirers & holding companies w/ Michael Gielkens 1:21:05

2M ago1:21:05

1:21:05

We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth perspective, but above all, because of his unique insights on serial acquirers and holding companies. Some of the topics we cover in this episode: What sets serial acquirers and holding comp…

1
Am I Buying SoFi Stock? (Ticker: SOFI) 59:55

2M ago59:55

59:55

On this episode of Chit Chat Stocks, Ryan gives a research report on SoFi Technologies (Ticker: SOFI). We discuss:(00:00) Introduction (01:38) SoFi's Emergence as a Leading Neo Bank(03:27) The Evolution of SoFi: From Peer-to-Peer Lending to Full-Service Bank(10:41) SoFi's Competitive Advantages in the Banking Sector(34:36) Understanding SoFi's Reve…

1
Nvidia’s Continued Ascent; Goodbye To Fed Independence; What Stocks Have True Pricing Power? $NVDA $NU $MELI $CAAP 1:02:57

2M ago1:02:57

1:02:57

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 (01:27) Deep Dive into Nvidia's Earnings (10:34) The Importance of Federal Reserve Independence (21:50) Market Reactions and Future Predictions (29:06) Autodesk Earnings and Market Imp…

1
The AI-bubble 🫧 14:25

2M ago14:25

14:25

We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie. Source: 1. (Dutch) VPRO Tegenlicht w/ Andy Xie 2. (English) Clarke and Dawe - Quantitative Easing You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠ Instagram ⁠@The Dutch In…

1
Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought) $FICO $V $MA $SPGI + More 1:02:21

2M ago1:02:21

1:02:21

On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss: (03:37) Dev Kantesaria's Unique Background (06:20) Investment Philosophy and Approach (09:2…

1
6 Growth Stocks That Just Turned Profitable; Brett's Hot Buffett Take; Latest Super Investor Buys: Plus, We Have a New Chamath SPAC 1:04:52

2M ago1:04:52

1:04:52

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: (01:05) Intel Nationalization and Government Involvement (10:01) Zoom Earnings Review and Market Position (15:37) Super Investors: 13F Season Insights (27:52) Warren Buffett's Investment in United Health (…

1
Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing 47:36

2M ago47:36

47:36

In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Maotai, we explore why share prices have stumbled, whether the headlines are overblown, and if there’s a lon…

1
He Called Palantir and Nvidia. Here's What He Thinks About Rocket Lab Stock Today (Ticker: RKLB) 46:39

2M ago46:39

46:39

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss: (02:55) Rocket Lab's Methodical Approach to Space (05:14) The Neutron Rocket: A Game Changer?…

1
6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV 1:03:53

2M ago1:03:53

1:03:53

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: (02:58) AI's Impact on Software Companies (11:52) Trends in Alcohol Consumption (21:02) Amazon's Grocery Delivery and Instacart's Challenges (30:41) Cava's Earnings and Restaurant Industry Trends (36:14) A…

1
Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel 1:12:36

2M ago1:12:36

1:12:36

In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age. Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" fram…

1
Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today? (Ticker: DAVE) 50:30

2M ago50:30

50:30

On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss: (03:48) The History of Dave: From SPAC to Recovery (08:56) Understanding the Business Model: Micro Lending Explained (16:15) Competition and Market Positioning: Who Does Dave Compete With? (16:54) Operati…

1
LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing 1:22:43

2M ago1:22:43

1:22:43

As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In t…

1
Remitly's Remarkable Gains; OpenAI Hits $500 Billion Valuation; Is Amazon Losing The Cloud Wars? 1:05:12

3M ago1:05:12

1:05:12

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: (02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis (12:19) Figma IPO: Valuation and Market Implications (28:38) Remitly's Growth Amidst Market Challenges (34:21) Evaluating Growth Potential in …

1
The shared playbook of LVMH and Constellation Software 10:33

3M ago10:33

10:33

At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch. You can also find …

1
Carvana, Ally Financial, And Collapsing Consumer Lending? (Impact On Economy) 58:46

3M ago58:46

58:46

On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss: (03:45) Exploring the Used Car Lending Market (07:10) Analyzing Ally's Position in the Ma…

1
What Makes a Multibagger? (Interview with John Rotonti) 1:05:50

3M ago1:05:50

1:05:50

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 John Rotonti: (02:54) Navigating Market Challenges (05:57) The AI Spending Boom (08:54) Data Center Dynamics (12:00) Valuations and Market Trends (15:00) Speculation and Market Sentiment …

1
Quality investing, optionality and conviction | Interview w/ Ryan Henderson 1:06:58

3M ago1:06:58

1:06:58

In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing. Here’s what we talk about in this episode: Quality investing Pros and cons of running a fund How to spot compounders The role of ethics…

1
Oscar Health Stock: Undervalued or Overhyped? (Ticker: OSCR) 1:04:15

3M ago1:04:15

1:04:15

On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR). We discuss: (03:05) Understanding the Affordable Care Act (05:57) Oscar Health's Business Model and Market Position (09:03) User Experience in Health Insurance (12:15) Profitability Challenges in Health Insurance (15:42) Oscar Health's Growth and Mark…

1
Google's Monster AI Growth; $TSLA Wobbles; Chipotle's Plunge; $OPEN and The Return of Meme Stocks 1:04:34

3M ago1:04:34

1:04:34

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: (01:24) Meme Stocks and American Eagle (03:02) Alphabet's Earnings Report (23:24) Philip Morris: Market Trends and Performance (29:00) OpenDoor: A Meme Stock Analysis (36:59) Tesla: Market Reactions and In…

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Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital 1:05:46

3M ago1:05:46

1:05:46

What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mind…

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Leandro From Best Anchor Stocks Returns To Pitch An Underfollowed Biopharma Winner (Stevanato, Ticker: STVN) 53:01

3M ago53:01

53:01

On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed: (00:00) Introduction and history (04:31) Understanding the Pharmaceutical Supply Chain (07:30) Exploring Business Segments (12:06) High Value Products vs. Bulk Products (14:24) The Impact of AI…

1
Meta's $100 Billion AI Bet; Will Jerome Powell Be Fired? Nvidia Sells China; Earnings Season Kickoff (NFLX, ASML, TSM, IBKR) 1:04:21

3M ago1:04:21

1:04:21

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: (01:27) ASML Analysis and Market Volatility (09:56) Taiwan Semiconductor's Growth and Market Position (17:26) Netflix's Earnings and Business Model (25:00) Bubble Watch: Meme Stocks and Market Valuations (…

1
6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies 19:46

3M ago19:46

19:46

From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses: LVMH Mo-Bruk Games Workshop Portillo's Hims & Hers Health Microsoft Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can …

1
Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB) 1:05:04

3M ago1:05:04

1:05:04

On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss: (02:20) The Birth of a Super App (09:23) Grab's Business Model Evolution (23:40) Expanding Services: Delivery and Beyond (30:59) Financial Services: A New Frontier (34:10) Growth and Ris…

1
Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030? 1:02:41

3M ago1:02:41

1:02:41

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: (02:06) Delta Earnings and Consumer Spending Insights (08:01) Recent Stock Purchases (22:52) Taiwan Semiconductor: A New Investment Perspective (27:23) Predictions for the Largest Company by 2030 (33:27) A…

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The multibagger playbook | Interview w/ 100-bagger hunting | Part 2 50:58

4M ago50:58

50:58

In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research. We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geogra…

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A Fintech Expert On Stablecoin Disruption And The Future Of Digital Payments 58:22

4M ago58:22

58:22

On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss: (01:29) Understanding Stablecoins: Definition and Functionality (07:08) The Future of Stablecoins: Potential Applications (08:10) Impact on Remittances and Cross-Border P…