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The Rugby Pod

The Ringer

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The Rugby Pod with Big Jim Hamilton, Andy Goode, Dan Biggar, Producer Rob and weekly guests is the most listened to Rugby podcast in the world. We cover all the latest news, rumours insight and stories, but with plenty of humour, opinions and the best interviews from the game, including current and former internationals. Follow us on social media and send us in your questions to chat through each week.
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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…
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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 (…
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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 ***…
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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 …
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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) Fina…
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It’s a Christmas special as Jim, Goodey and Bigs wrap up a huge weekend of Champions Cup action, look back on a cracking 2025, and welcome England full-back Freddie Steward for a very open chat. There’s reaction to Glasgow’s historic comeback win over Toulouse, Leinster grinding it out away at Leicester, big calls on Saracens, the Stormers and the …
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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 …
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This week’s bonus episode is a special Rugby Pod × Fozcast crossover as Ben Foster and Tom Ochoa join Jim, Biggs and Goodey for a brilliant conversation that digs into what really separates, and connects, elite football and rugby. The lads compare the financial realities of both sports, how contracts work, the demands of training and match preparat…
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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: (0…
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The lads are buzzing after being named in the top 1% of podcasts globally on Spotify Wrapped. It ain't about us though, as The Rugby World Cup 2027 pools are out, the format’s changing, conspiracy theories are flying, and the lads are already calling their final. We get stuck into all the permutations and who’s got the cleanest run to the big dance…
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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)…
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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 Investme…
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In this week’s Rugby Pod, the lads wrap up the Quilter Nations Series before diving head-first into the return of domestic rugby, with big Premiership and URC results to get stuck into. We're also welcoming Springbok legend Gurthrö Steenkamp for an unbelievable deep-dive into scrum culture, Rassie’s revolution, and life in France. We check in on Ba…
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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 Co…
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*****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 …
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Four happy men in the studio this week after a blockbuster weekend of Quilter Nations rugby. England made it 11 wins on the bounce despite late fireworks in their clash with Argentina, Jim’s beloved Scotland stuck a half-century on Tonga without conceding a point, and Wales showed real ticker in a brave performance against the All Blacks. But the h…
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England stun the All Blacks at Allianz Stadium, Ireland run riot with Mack Hansen’s hat-trick, Wales leave it late against Japan, and Scotland implode spectacularly against Argentina, and the lads have plenty to say about all of it. Jim’s still emotionally scarred from Scotland’s collapse, while Goodey digs into England’s biggest win of the Borthwi…
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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 Sp…
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It’s one of the best periods of the season and the lads are buzzing as the Autumn Nations Series North v South showdowns kick off, including England v Australia at Twickenham and Ireland gearing up to meet the All Blacks in Chicago. Goodey and Jim dig into Borthwick’s latest England squad tweaks, some epic Premiership clashes including Saints v Sar…
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The Pod is back with Goodey and Jim fresh (and a bit bruised) from the 745 charity game - where Jim “put the fear of God” into a few league legends. The lads break down a huge weekend of international rugby: England’s bench-powered surge past Fiji, Scotland’s heartbreak against the All Blacks, and the Springboks’ masterclass in Paris despite going …
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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 an…
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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 …
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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…
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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 implicat…
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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…
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This week on The Pod, Jim, Goodey, Bigs dive into a massive opening weekend of the Quilter Nations Series — red cards, redemptions, and peroxide-blond hair. England made it eight wins on the bounce with a dominant bench-inspired victory over Australia, with Borthwick building his own “Bomb Squad.” Ireland meanwhile, were left reeling after a contro…
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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 presente…
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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 Wo…
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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…
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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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Munster sent shockwaves through Irish rugby with a statement win over Leinster at Croke Park, dismantling their biggest rivals to go joint top of the URC. Is it a shift in power, or a Lions hangover? Goodey, Big Jim and Biggs get stuck into the fallout from that fiery clash, the form of Jack Crowley, and what it all means for Andy Farrell’s Ireland…
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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…
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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…
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It was Derby Day in the Prem, and the lads are back to break it all down. Jim and Goodey chat through an epic weekend of rivalries with Saints edging Tigers in a thriller with lots of niggle, Quins toppling Sarries again, and Bath blitzing Gloucester. Marcus Smith is back firing, as is Fin Smith, and a few new faces making an impression. We also ta…
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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…
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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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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…
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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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It’s a monster week of rugby with the Gallagher Prem back and already throwing up drama, the URC kicking off with some big surprises. In the Rugby Championship, South Africa ran riot with 67 points against Argentina as Sacha Feinberg-Mngomezulu puts in a Dan Carter-esque performance. The Red Roses are world champions after seeing off Canada in fron…
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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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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…
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It’s a big un' ahead of the new season kicking off this weekend. Louis Rees-Zammit is back in rugby and straight onto the Pod after a wild 18 months in the US and an eventful debut for Bristol – scoring worldies, scrapping, and spending ten minutes in the bin. We’ve also got the Red Roses charging into another World Cup Final at a sold-out Twickenh…
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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…
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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…
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We’re back for Season 10 – a decade of rugby chat and we’re kicking it off with a bang. Jim and Goodey’s apology has been accepted… Red Bull have officially landed in rugby union! Newcastle Falcons are no more – the Red Bulls have arrived – and we’ve got Director of Rugby Steve Diamond on the pod to take us inside one of the biggest moves the Premi…
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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…
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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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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 *****************************…
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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…
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