Chit Chat Stocks

By Chit Chat StocksBusiness Investing

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Followers
Typical duration
66 min
per episode

Based on Podcast App listening data

Chit Chat Stocks episodes

August 14 Nvidia's $500 Billion AI Consortium; Berkshire Buybacks; Ackman Buys Netflix $NVDA $NFLX $NU $TBBB
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
(01:50) Bill Ackman's Netflix Investment
(10:00) Private Equity's Role in AI Infrastructure Funding
(12:02) Potential Software Take-Private Deals and Valuation Trends
(13:55) BBB Foods: A Mexican Retail Growth Story
(15:46) Airport Operator Diversification and Growth in Latin America
(17:48) Discussion on Banking Sector Earnings and Financial Stability
(20:14) Berkshire Hathaway's Stock Buyback and Capital Allocation
(28:02) Predictions on Next Potential 'Trade Desk' Stock
(31:56) Financial Results of Nu Bank and Growth in Mexico
(50:01) Walmart, Costco, and Latin American Retail Opportunities
(52:08) Sports Betting, Prediction Markets, and Investment Risks

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Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 8 min
August 12 Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS)
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from TSOH Investing Research on the state of the media sector. We discuss:
(00:00) Introduction
(02:09) Major changes in the media sector over recent years
(08:12) Disney's current position
(12:51) The challenges and opportunities in sports
(22:40) Impacts of social media platforms on media consumption
(34:38) The influence of platforms like YouTube, TikTok, and Reels
(44:24) Netflix's content strategy, gaming, and future directions
(47:37) Netflix stock performance and valuation concerns
(55:41) Regulatory and competitive landscape in media mergers
TSOH Investing Research: ⁠https://thescienceofhitting.com/⁠
*****************************************************
Subscribe to our newsletter, Emerging Moats: ⁠emergingmoats.com⁠
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
⁠https://www.interactivebrokers.com/⁠
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠⁠https://fiscal.ai/chitchat⁠
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 3 min
August 07 SpaceX Earnings and Musk's $1 Trillion Update; Mega Earnings Round-Up $RELY $MELI $CPNG $PLTR + More
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
(02:03) SpaceX's revenue projections and funding challenges
(15:08) Uber's recent earnings and growth metrics
(25:49) Trade Desk's earnings and market position
(28:57) Coupon's earnings, challenges, and future prospects
(33:45) Remitly's strong quarter and market position
(36:53) Google's AI talent loss and its impact
(50:04) Mercado Libre's growth, margins, and Latin American opportunity
(01:00:11) Michael Saylor's Bitcoin song

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 8 min
August 05 How To Find The Best Dividend Stocks
On this episode of Chit Chat Stocks, Dave Ahern returns to the show to discuss dividend investing.

(00:00) Introduction
(01:25) How Dave Got Started with Dividends
(02:52) Lessons Learned from 15 Years of Dividend Investing
(08:41) Growth in Dividend Stocks and Organic Growth Expectations
(13:51) Why Pepsi Might Be a Value Trap
(27:45) Why Visa and Mastercard Are Ideal Dividend Growers
(33:24) The Power of Dividend Growth and Reinvestment
(41:10) The Myth of Beating the Index and Focus on Lifestyle Funding
(43:45) One dividend stock on his radar
(48:36) Key Takeaways

Dividend School: https://www.dividend.school/

Dave's YouTube page: https://www.youtube.com/@dividend.school

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
52 min
July 31 Citadel's Masterstroke; Apple, Amazon, Meta, and Microsoft Mega Earnings Week; Luxury Stock Round-Up
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
(02:31) AI Hedge Fund 'Situational Awareness' Sells Major Holdings
(14:44) Amazon's Impressive Quarterly Results and Growth Drivers
(17:10) Google Cloud and Cloud Revenue Growth Insights
(21:52) Microsoft Earnings: Cloud, Office, and Gaming Performance
(26:36) Korean Market Volatility and Degenerate Trading Culture
(35:01) Robinhood's Prediction Markets and Trading Incentives
(40:21) Meta's Earnings: Spending, AI, and Metaverse Investments
(50:23) Luxury Goods Earnings: Hermes, Ferrari, and LVMH
(59:25) Insider Trading and Political Connections in Stocks
(01:01:21) NVIDIA's Support for OpenAI and Data Center Projects
(01:02:06) Market Bubble Indicators and Blow-Off Tops

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 6 min
July 29 David Tepper: The Bounce Back King (Hedge Fund Legend)
On this episode of Chit Chat Stocks, Brett and Ryan continue their study of super investors by looking at David Tepper. We discuss:

(00:00) Introduction
(07:40) Founding of Appaloosa and initial investment philosophy
(10:01) Tepper's track record and notable returns
(18:48) Case study: Russian 1998 financial crisis
(24:09) Investing during the Enron and dot-com busts
(32:07) The GFC rebound: Tepper's boldest move
(40:22) Recent macro bets: China
(46:19) Lessons from Tepper's investment approach and philosophy
(52:29) Portfolio overview

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
56 min
July 24 Buy The Dip On Netflix And Google? Intel's Rebound Report; Earnings Season Starting Gun
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
(01:23) Google's Earnings
(16:42) Uber's Acquisition of Delivery Hero
(28:35) Netflix Earnings: Growth, Content, and AI
(39:06) Intel's Revenue Growth and CapEx
(45:10) Lockheed Martin's Defense Orders and Market Signals
(49:20) Market Top Indicators and Investment Strategies
(52:44) Reddit's Data Deal and AI Content Sources
(55:18) Bubble Watch

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 7 min
July 22 6 Hidden AI Winners
On this episode of Chit Chat Stocks, Brett and Ryan go through 6 stocks that are potential AI winners being underappreciated today.

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
55 min
July 17 Apple Sues OpenAI; Blowout Bank Earnings; Will Stripe Acquire PayPal? $PYPL $ADYEN
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
(01:55) ASML's Earnings
(04:53) Adyen's Annual Report and Shareholder Questions
(10:58) OpenAI's Legal Challenges and Hardware Developments
(15:03) Bank earnings
(24:56) Stripe, PayPal, and Payment Industry Dynamics
(29:55) Tech Leadership on social media
(35:05) Crypto, NFTs, and Regulatory Environment
(40:01) Home Buying Trends and Market Reflections
(49:58) Interest Rates, Inflation, and Demographics
(55:01) Share issuance issue

*****************************************************
Subscribe to Emerging Moats Research: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 5 min
July 15 A Primer On Investing In Semiconductors (History, Supply Chain, Big Winners) - $TSM $ASML $CDNS
On this episode of Chit Chat Stocks, Brett and Ryan dive into the semiconductor industry to give an introductory overview of the sector, including multiple stock case studies. We discuss:

(00:00) Introduction
(04:04) What Is a Semiconductor? Basic Explanation and Analogy
(15:11) History
(19:54) Industry Cycles, Leading Companies, and Market Dynamics
(30:09) Case Study: ASML and EUV Lithography Machines
(38:03) Case Study: Taiwan Semiconductor (TSMC) and Advanced Nodes
(53:00) Cadence Design Systems and Semiconductor Software
(01:08:13) Listener Questions

*****************************************************
Subscribe to our newsletter, Emerging Moats: emergingmoats.com
*********************************************************************
Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:
https://www.interactivebrokers.com/
Interactive Brokers is a member of SIPC.
*********************************************************************
Fiscal.ai is building the future of financial data.
With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price.
Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat
*********************************************************************
Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

Learn more about your ad choices. Visit megaphone.fm/adchoices
1 hr 13 min