Chit Chat Stocks

Chit Chat Stocks

By Chit Chat StocksBusinessInvesting
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  • Typical duration

    66 min

    per episode

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Chit Chat Stocks episodes

  • Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)

    On this episode of Chit Chat Stocks, Aria Radnia stops by to discuss his thesis on Uber (Ticker: UBER). We discuss:


    (00:00) Introduction

    (02:24) Understanding Uber's Revenue Streams

    (03:51) Geographic Diversification and Growth Opportunities

    (08:15) The Autonomous Vehicle Threat and Opportunity

    (30:17) Profitability of Uber Eats

    (31:03) Uber's Expansion into Grocery and Retail

    (33:36) Advertising Revenue: A Key to Profitability

    (37:43) Exploring Uber's Moonshot Projects

    (42:51) Uber's Investment Portfolio and Market Penetration

    (49:18) Valuation Insights and Future Growth


    Aria's Twitter: https://x.com/QualityInvest5


    Aria's YouTube: https://www.youtube.com/@QualityInvest5



    *****************************************************


    Sign up for our stock research service, 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
  • Software Stocks Collapse; Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge

    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 Market Position

    (52:34) Apple and Google's AI Partnership


    *****************************************************

    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 9 min
  • A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom

    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: CACI)

    (33:26) L3 Harris (Ticker: LHX)

    (36:11) BWXT Technologies (Ticker: BWXT)

    (42:18) Kratos Defense (Ticker: KTOS)

    (50:08) Black Sky Technologies (Ticker: BKSY)

    (54:24) Concluding thoughts on defense sector


    *****************************************************

    Sign up for our stock research service, 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 1 min
  • A Venezuelan Shakeup; Top S&P 500 Winners And Losers From 2025; The Return Of Small cap Of The Week

    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 of the Week: Owlet's Market Position

    (38:58) The Baby Economy and Market Trends

    (43:31) Defense Spending Insights

    (50:28) Streaming Wars: Netflix and Warner Bros

    (01:01:34) AI Bubble Watch: Funding and Future Prospects




    *****************************************************



    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 9 min
  • An Investment Manager Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story (Ticker: $TPB)

    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 Nicotine Pouches

    (13:56) Brand Strategies: FRE vs. ALP

    (16:44) Nearshoring Manufacturing: Impacts on Profitability

    (22:03) Brand Loyalty and Market Dynamics

    (25:51) The Zyn Shortage: Implications for Brand Loyalty

    (29:52) Market Dynamics and Brand Loyalty

    (35:02) Valuation Insights and Growth Projections

    (39:53) Risks and Challenges in the Nicotine Market

    (44:23) Comparative Analysis: Pouches vs. Vaping

    (51:16) Investment Strategy of Fraxinus Capital Management


    Contact Capital Mindset: https://x.com/capital_mindset



    *****************************************************


    Sign up for our stock research service, 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 2 min
  • 2026 Stock Market Predictions

    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 biggest losers

    (17:51) Reviewing last year's market predictions

    (30:12) Bold stock market predictions for 2026

    (53:06) Investment Goals for 2026


    *****************************************************

    Sign up for our stock research service, 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 9 min
  • A Microcap Christmas Miracle; Financial Charlatan Of The Year; 12 Boring Stocks That Outperform

    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) Boring Stocks That Outperform

    (52:11) Financial Charlatans of the Year

    (58:39) Cannabis Industry Insights

    (01:03:41) Long-Term Stock Picks




    *****************************************************



    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 11 min
  • 6 Stocks For 2026

    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


    *****************************************************

    Sign up for our stock research service, 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 22 min
  • Coupang In Free Fall; Uber and Snap Stock Pitches; Gold + Silver All-Time Highs $CPNG $UBER $SNAP

    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

    (52:20) Turning Point Brands: A Deep Dive

    (57:33) Lululemon's Earnings and Market Position

    (01:04:11) Bubble Watch: Current Market Trends


    Aria's Twitter: https://www.youtube.com/@QualityInvest5

    Aria's YouTube: https://x.com/QualityInvest5


    *****************************************************



    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 15 min
  • Should I Buy Monday.com Stock? (Ticker: $MNDY)

    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) Profit Margins and Stock-Based Compensation

    (43:25) The Stickiness of Software and Customer Retention

    (49:53) AI's Impact on Task Management Software

    (57:30) Management Dynamics and Company Valuation


    *****************************************************


    Sign up for our stock research service, 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 11 min

About Chit Chat Stocks

From the publisher's feed

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

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Ranked by our users in the last 21 days

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