Chit Chat Money

By Chit Chat Money

Business Investing

What's Chit Chat Money about?

Uncover potential new investments by listening to Chit Chat Money. Every Thursday, we interview analysts on our "Deep Dive" episodes. On Sundays, we release our casual "Investing Power Hour" episodes. On Tuesdays, we release our "Not So Deep Dive" stock research shows.

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SoFi (Ticker: SOFI) with Br...

09.21.2023

SoFi Technologies, Inc. (SOFI) is a fintech company offering a broad range of financial services, including lending, investing, and banking solutions, with a strong focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. Listen as ...

Chit Chat Money episodes:

09.21.2023 SoFi (Ticker: SOFI) with Brad Freeman SoFi Technologies, Inc. (SOFI) is a fintech company offering a broad range of financial services, including lending, investing, and banking solutions, with a strong focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. Listen as ...
09.19.2023 Royal Caribbean (Ticker: RCL) Not So Deep Dive Royal Caribbean (RCL) is a major cruise line operator known for its diverse fleet of ships and global itineraries, but it has faced significant challenges in the wake of the COVID-19 pandemic and ongoing regulatory concerns in the cruise industry. ...
09.17.2023 Investing Power Hour #76: $AMZN Vertical Integration; Ranking Dumb Acquisitions; Instacart IPO The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
09.14.2023 Murphy USA (Ticker: MUSA) with Fabio from Capital Mindset Murphy USA Inc. (MUSA) is a leading retail fuel and convenience store chain in the United States, offering a wide range of products and services to motorists, including gasoline, snacks, and more, while grappling with competitive pressures in the retail ...
09.12.2023 Ryanair (Ticker: RYAAY) Not So Deep Dive Ryanair Holdings (RYAAY) is a major European low-cost airline, celebrated for its no-frills approach and expansive route network, while also facing regulatory and competitive hurdles in the industry. At the end of the month, we will publish an Arch Capital ...
09.10.2023 Investing Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
09.07.2023 Nutanix (Ticker: NTNX) with Sean Emory Nutanix, Inc. (NTNX) is a technology company that provides cloud computing software and services, offering solutions for hyper-converged infrastructure and hybrid cloud management to businesses, and navigating a competitive landscape in the cloud computing industry. Listen as Brett and Ryan ...
09.05.2023 Why We Own Sprouts Farmers Market (Ticker: SFM) This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will ...
09.03.2023 Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
08.31.2023 Ulta (Ticker: ULTA) with Ethan Tucker Ulta Beauty, Inc. (ULTA) is a major cosmetics and beauty retailer, thriving on a devoted customer base and industry trends, but facing competition and changing consumer preferences. Listen as Brett and Ryan ask questions about the company, its business model, ...
08.29.2023 Discover Financial (Ticker: DFS) Not So Deep Dive Discover Financial Services (DFS) is a financial services company that offers credit cards, personal loans, and banking products, catering to consumers and businesses, and navigating challenges from the competitive credit card industry and economic fluctuations. At the end of the ...
08.27.2023 Investing Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
08.24.2023 Paylocity (Ticker: PCTY) with Andrew Marshall Paylocity Holding Corporation (PCTY) provides cloud-based payroll and HR software, streamlining workforce management for businesses in a competitive market. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy the show! ***************************** Want updates ...
08.22.2023 Lowe's (Ticker: LOW) Not So Deep Dive Lowe's Companies, Inc. (LOW) is a prominent home improvement retailer, capitalizing on a robust housing market while tackling competition and supply chain complexities in the evolving retail landscape. At the end of the month, we will publish an Arch Capital ...
08.20.2023 Investing Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
08.17.2023 VeriSign (Ticker: VRSN) with Buyback Capital VeriSign, Inc. (VRSN) is a technology company that provides domain name registry services, managing the infrastructure for the .com, .net, and other top-level domains, and plays a crucial role in maintaining the stability and security of the internet's domain name ...
08.15.2023 AutoZone (Ticker: AZO) Not So Deep Dive AutoZone, Inc. (AZO) is a retailer specializing in automotive parts and accessories, with a vast network of stores serving do-it-yourself and professional customers, but also navigating challenges from competition, shifts in consumer behavior, and technological advancements in the automotive industry. ...
08.13.2023 Investing Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
08.10.2023 An Inside Look At The Business of Golf Today, the guys are talking to Bryan, a caddy on the Korn Ferry Tour who also doubles as an investment professional. His team just got promoted to the PGA Tour next year. The golf industry is a multi-billion dollar market ...
08.08.2023 Why We Don't Own Coupang (CPNG) This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will ...
08.06.2023 Investing Power Hour #70: Earnings, Earnings, and More Earnings The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
08.03.2023 TransDigm (Ticker: TDG) with Lou Whiteman TransDigm Group Incorporated (TDG) is a global aerospace manufacturing company that produces highly engineered components and systems for commercial and military aircraft, navigating challenges in the cyclical aerospace industry and defense spending. Listen as Brett and Ryan ask questions about ...
08.01.2023 WeWork (Ticker: WE) Not So Deep Dive WeWork (WE) provides flexible office space solutions, but it has faced significant financial and corporate governance challenges in the past, raising questions about its long-term sustainability and growth prospects. At the end of the month, we will publish an Arch ...
07.30.2023 Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin? The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
07.27.2023 Playboy (PLBY Group) with Rod Alzmann PLBY Group, Inc. (PLBY) is a company that owns and operates a portfolio of lifestyle brands focused on the adult entertainment and pleasure products industries, leveraging its strong brand recognition and expanding into diverse markets to drive growth and revenue. ...
07.25.2023 Lyft (Ticker: LYFT) Not So Deep Dive Lyft, Inc. (LYFT) is a ride-sharing company that provides on-demand transportation services, operating in numerous cities across the United States and Canada, but facing regulatory and competitive challenges in the evolving transportation industry. At the end of the month, we ...
07.23.2023 Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
07.20.2023 CAVA Group (Ticker: CAVA) with Alex Morris CAVA Group Inc. (CAVA) is a fast-casual restaurant chain specializing in Mediterranean cuisine, with a focus on fresh and customizable meals, and has shown significant growth and expansion, attracting a loyal customer base and capitalizing on the popularity of healthier ...
07.18.2023 Pinterest (Ticker: PINS) Not So Deep Dive Pinterest, Inc. (PINS) is a social media platform that allows users to discover and share ideas, products, and inspiration through visual content, attracting a large user base and offering opportunities for advertisers to reach highly engaged audiences. At the end ...
07.16.2023 Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. Money Collaborative event: https://asymmetric-investing.beehiiv.com/c/money-collaborative You can watch the ...
07.13.2023 Fiserv (Ticker: FI) with Jacob Franklin Fiserv Inc. (FI) is a global provider of financial services technology solutions, specializing in digital banking and payments for financial institutions, businesses, and consumers. Listen as Brett and Ryan ask questions about the company, its business model, and valuation. Enjoy ...
07.11.2023 SoFi Technologies (Ticker: SOFI) Not So Deep Dive SoFi Technologies Inc. (SOFI) is a company that offers a range of financial products and services, including lending, investing, and banking solutions, with a focus on leveraging technology to provide innovative and user-friendly financial experiences for its customers. At the ...
07.09.2023 Investing Power Hour #66: Is Twitter Dead? Alcohol trends in America; Investing in CPG Brands The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
07.06.2023 Amazon (Ticker: AMZN) with Edward Chang Amazon.com, Inc. (AMZN) is a multinational technology company that revolutionized e-commerce and expanded into various industries, offering a vast selection of products, cloud computing services, and streaming media, while continuously innovating and disrupting traditional business models. Listen as Brett and ...
07.04.2023 Why We Don't Own Airbnb (Ticker: ABNB) This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will ...
07.02.2023 Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
06.29.2023 Apple (Ticker: AAPL) with Anirban Mahanti Apple Inc. (AAPL) is a global technology leader renowned for its iconic consumer electronics, software, and digital services, commanding a dominant position in the tech industry. Listen as Brett and Ryan ask questions about the company, its business model, and ...
06.27.2023 Visa (Ticker: V) Not So Deep Dive Visa Inc. (V) is a global payments technology company that operates a vast electronic payments network, connecting consumers, businesses, and financial institutions across the globe and enabling seamless and secure transactions in multiple currencies and countries. At the end of ...
06.25.2023 Investing Power Hour #64: $MMTLP Craziness; Treasuries over Equities? Value Spread at All-time High The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
06.22.2023 The Trade Desk (Ticker: TTD) with Kris from Potential Multibaggers The Trade Desk Inc. (TTD) is a digital advertising platform that empowers advertisers with self-service tools to reach and engage target audiences across multiple channels and devices in a data-driven landscape. Listen as Brett and Ryan ask questions about the ...
06.20.2023 Bill.com (Ticker: BILL) Not So Deep Dive Bill.com Holdings, Inc. (BILL) is a company that provides cloud-based software solutions for automating and streamlining financial processes, catering to businesses of all sizes and industries, and helping to modernize and simplify their financial operations. At the end of the ...
06.18.2023 Investing Power Hour #63: Fed Pause; $CAVA IPO Pop; Is Inflation Defeated? The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
06.15.2023 Mastercard (Ticker: MA) with Matt Cochrane Mastercard Incorporated (MA) is a global payment technology company that provides transaction processing services, enabling secure and convenient electronic payments for consumers, businesses, and financial institutions worldwide. Listen as Brett and Ryan ask questions about the company, its business model, ...
06.13.2023 Shift4 Payments (Ticker: FOUR) Not So Deep Dive Shift4 Payments, Inc. (FOUR) is a leading payment processing company that provides secure and seamless solutions for businesses across multiple industries in our cashless society. At the end of the month, we will publish an Arch Capital episode that will ...
06.11.2023 Investing Power Hour #62: Apple Vision Pro; Binance & Coinbase In the Doghouse The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
06.08.2023 Chemed (Ticker: CHE) with Chadd Garcia Chemed Corporation (CHE) is a diversified company offering hospice and palliative care services through VITAS Healthcare, as well as plumbing and drain cleaning services under the Roto-Rooter brand. Listen as Brett and Ryan ask questions about the company, its business ...
06.06.2023 PayPal (Ticker: PYPL) Not So Deep Dive PayPal Holdings, Inc. (PYPL) is a leading digital payments platform that facilitates secure online transactions and money transfers, catering to a wide range of individuals and businesses globally, and driving the shift towards digital commerce. At the end of the ...
06.04.2023 Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter? The CCM Investing Power Hour is a live-streamed show every Thursday. On the show, Ryan, Brett, and a rotating list of guests have an unscripted discussion on a variety of investing topics. You can watch the show on our YouTube ...
06.01.2023 The State of the Music Industry With Sleepwell Capital The music industry is a complex landscape with diverse revenue streams, including streaming, live performances, and licensing, but faces ongoing challenges such as digital distribution, piracy, and fair compensation in the streaming era. Listen as Brett and Ryan ask questions ...
05.30.2023 Why We Own Dropbox (DBX) This is our monthly Arch Capital episode. About once a month we will publish an episode that covers a company in the Arch Capital Investors Fund. These episodes will be modeled after our Not So Deep Dive episodes and will ...

Older episodes

Chit Chat Money

What's Chit Chat Money about?

Download our free app to listen on your phone

Chit Chat Money episodes:

SoFi (Ticker: SOFI) with Brad Freeman

Royal Caribbean (Ticker: RCL) Not So Deep Dive

Investing Power Hour #76: $AMZN Vertical Integration; Ranking Dumb Acquisitions; Instacart IPO

Murphy USA (Ticker: MUSA) with Fabio from Capital Mindset

Ryanair (Ticker: RYAAY) Not So Deep Dive

Investing Power Hour #75: AIR B&B Bust? Dollar General Woes; Instacart Debate

Nutanix (Ticker: NTNX) with Sean Emory

Why We Own Sprouts Farmers Market (Ticker: SFM)

Investing Power Hour #74: Best Buffett Investments, Amazon + ESPN, and Banking Downgrades with Jason Hall

Ulta (Ticker: ULTA) with Ethan Tucker

Discover Financial (Ticker: DFS) Not So Deep Dive

Investing Power Hour #73: Nvidia Ascent Continues; 2021 Bubble Best Moments; moats and margins

Paylocity (Ticker: PCTY) with Andrew Marshall

Lowe's (Ticker: LOW) Not So Deep Dive

Investing Power Hour #72: Adyen Collapse; $AAMC Craziness; Mt. Rushmore of Management Pet Peeves

VeriSign (Ticker: VRSN) with Buyback Capital

AutoZone (Ticker: AZO) Not So Deep Dive

Investing Power Hour #71: Buffett Behind the Scenes; More Disney Woes; Strong Earnings Reports

An Inside Look At The Business of Golf

Why We Don't Own Coupang (CPNG)

Investing Power Hour #70: Earnings, Earnings, and More Earnings

TransDigm (Ticker: TDG) with Lou Whiteman

WeWork (Ticker: WE) Not So Deep Dive

Investing Power Hour #69: Big Tech Earnings; $SPOT Margin Woes; What the Hell Is Worldcoin?

Playboy (PLBY Group) with Rod Alzmann

Lyft (Ticker: LYFT) Not So Deep Dive

Investing Power Hour #68: Did Carvana Save Itself? AI ReBubble Continues; 2023 Predictions Update

CAVA Group (Ticker: CAVA) with Alex Morris

Pinterest (Ticker: PINS) Not So Deep Dive

Investing Power Hour #67: Iger Stays At Disney; $MSFT wins vs. FTC; Update on Real Estate Market

Fiserv (Ticker: FI) with Jacob Franklin

SoFi Technologies (Ticker: SOFI) Not So Deep Dive

Investing Power Hour #66: Is Twitter Dead? Alcohol trends in America; Investing in CPG Brands

Amazon (Ticker: AMZN) with Edward Chang

Why We Don't Own Airbnb (Ticker: ABNB)

Investing Power Hour #65: FTC vs. $MSFT (again); Short Report on $XPOF; Retail Shoplifting Issues

Apple (Ticker: AAPL) with Anirban Mahanti

Visa (Ticker: V) Not So Deep Dive

Investing Power Hour #64: $MMTLP Craziness; Treasuries over Equities? Value Spread at All-time High

The Trade Desk (Ticker: TTD) with Kris from Potential Multibaggers

Bill.com (Ticker: BILL) Not So Deep Dive

Investing Power Hour #63: Fed Pause; $CAVA IPO Pop; Is Inflation Defeated?

Mastercard (Ticker: MA) with Matt Cochrane

Shift4 Payments (Ticker: FOUR) Not So Deep Dive

Investing Power Hour #62: Apple Vision Pro; Binance & Coinbase In the Doghouse

Chemed (Ticker: CHE) with Chadd Garcia

PayPal (Ticker: PYPL) Not So Deep Dive

Investing Power Hour #61: Ranking Portfolio Quality; Big Tech R&D Bets; Private Equity Winter?

The State of the Music Industry With Sleepwell Capital

Why We Own Dropbox (DBX)