Best The Googly Podcasts (2024)

1
Are We Buying Alphabet Stock On The Dip? (AAPL, GOOG, GOOGL, UBER, DG) 1:04:53

24d ago1:04:53

1:04:53

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:25) Recession Fears in the Banking Sector (04:32) Weak Numbers in the Retail Industry (06:38) The Potential Impact of Waymo on Uber and Lyft (13:51) The Bear Case for Google (26:30) The Upcoming iPhone Event …

1
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner 54:06

33m ago54:06

54:06

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic positioning, the role of CUDA in the developer ecosystem, the future of…

1
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner 1:21:13

38m ago1:21:13

1:21:13

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the acceleration of machine learning,…

1
Trouble at Pepsi; Why Restaurants Succeed or Fail; Hindenburg Takes Aim at Roblox (RBLX, PEP, CMG, CAVA, PTLO) 1:04:30

1h ago1:04:30

1:04:30

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:39) Pepsi Earnings Analysis (06:15) Concerns Over Beverage Industry Trends (09:20) Impact of New Brands on Legacy Companies (12:14) Transition to Restaurant Industry Insights (15:41) Qualities of a Well-Run R…

1
Am I Buying Celsius Stock? (Ticker: CELH) 1:10:30

1h ago1:10:30

1:10:30

On this episode of Chit Chat Stocks, Brett goes through a research report on Celsius Holdings, owner of the Celsius energy drink brand. We discuss: (12:59) The Energy Drink Market Landscape (24:35) Celsius's Competitive Edge and Challenges (36:34) The Pepsi Partnership: A Game Changer (45:59) International Expansion: Opportunities and Risks (01:01:…

1
Buffett's Big Bet; Nike's Dismal Earnings; Why Are Mercadolibre and Nu Bank Winning? (NKE, BRK, STNE, MELI, NU) 1:01:39

3d ago1:01:39

1:01:39

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:20) Berkshire Hathaway Energy Investments (13:42) Brazil's Credit Upgrade and New Bank (27:30) Nike Earnings and Market Position (33:20) Small Cap of the Week: Gen Restaurant Group (47:37) Port Strike and Its…

1
The State of The Semiconductor Market With Chip Stock Investor (NVDA, TSM, ASML, INTC, AVGO, and More!) 1:01:06

7d ago1:01:06

1:01:06

On this episode of Chit Chat Stocks, we talk with Nick and Kasey from the Chip Stock Investor YouTube channel. We discuss: (02:57) Overview of the Semiconductor Market Cycle (04:50) The Impact of AI on Semiconductor Spending (08:55) Beneficiaries of Accelerated Computing (13:35) Power Management in Semiconductor Technology (14:57) ASML's Dominance …

1
Middle East war headlines spook stocks down! What’s next, what to do! 11:19

8d ago11:19

11:19

Israel/Iran conflict headlines drop tech and the market. Volatility spikes and fear of escalation increases. Let’s go over it and implications for the market --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Potential Boeing Bankruptcy? Geico Turns on Buffett; Visa Has a Debit Card Monopoly (BA, V, BRK, LVMH) 1:07:48

10d ago1:07:48

1:07:48

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction to Financial Markets and Weekly Updates (03:25) Visa's Legal Challenges and Market Impact (06:14) Exploring LVMH and Market Valuations (09:32) Boeing's Union Strike and Financial Struggles (1…

1
AXON’s AI Is a Real Stunner — $AXON As an AI Stock Investment 27:23

11d ago27:23

27:23

Axon Enterprise ($AXON) is transforming law enforcement with artificial intelligence. Now a self-proclaimed "AI company," their Draft 1 software uses AI large language models to generate police reports from bodycam videos, freeing up to 25% of an officer’s time. Axon’s fleet cameras now feature AI-powered license plate recognition, turning patrol c…

1
Stocks soar, News headlines, talking trades & what’s next! 13:23

13d ago13:23

13:23

Talking markets with GAR! Nasdaq futures, Costco, GOOG, QQQ & latest news headlines --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner 1:06:06

14d ago1:06:06

1:06:06

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they discuss private sector interest in nuclear energy, AI supply and demand, OpenAI Strawberry o1,inference constraints, the evolution of AI models, the state of VC, zombiecorns, & more. Enjoy another episode of BG2. Timestam…

1
PAT DORSEY: Buy Wide Moat Stocks (Investing in Competitive Advantages) 1:11:53

14d ago1:11:53

1:11:53

On this episode of Chit Chat Stocks, we go through the work of Pat Dorsey, who focuses on analyzing moats and competitive advantages. We discuss: (11:02) Exploring Intangible Assets (24:32) The Importance of Switching Costs (33:53) Unpacking Network Effects (46:58) Economies of Scale and Cost Advantages (54:05) Analyzing Pat Dorsey's Portfolio (01:…

1
Weekly Recap! Perfect week! Rate cuts unleash us higher in stocks, macro & what’s next! 20:07

17d ago20:07

20:07

This week, we had a perfect 5/5 record in options trading with strong execution and early exits to lock in profits. The post-FOMC rally, along with a 50 basis point cut, signals more upside potential, especially in lagging sectors like tech and small caps. Stay tuned for our watchlist and join our paid membership to take advantage of the ongoing bu…

1
Oracle AI Dreams; Amazon Return to Office Mayhem; Boeing Union Woes (AMZN, ORCL, SNOW, DAVE) 1:04:27

17d ago1:04:27

1:04:27

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (02:58) Oracle's AI Potential and Earnings Outlook (06:51) Snowflake's Caution on AI Spending (12:38) Boeing's Union Strike and Production Challenges (20:25) Alaska and Hawaiian Airlines Merger (25:41) Uber and W…

1
Constellation Energy ($CEG) and Talen Energy ($TLN) - AI Utility Stocks 25:34

18d ago25:34

25:34

Yep, we recorded on Constellation Energy ($CEG) as an AI utility stock two days before it exploded 23% in a day. And yep, we published this episode two days after that meteoric intraday rise (we hope to soon reduce our turnaround time on publishing). While the Three Mile Island Microsoft data center deal solidified Constellation Energy as an AI uti…

1
Stocks soar post Fed, reversal? Nope, at least not yet. GOOG + TSLA calls bang! 19:54

20d ago19:54

19:54

“Where Carlos was wrong!” No reversal in stocks! At least not yet. Green across the board. OPEX tomorrow scenarios and trade setup for S&P Nasdaq futures. Google + Tesla calls cook!! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
FED CUTS 50- stocks reverse to the downside. Setting up for more weakness? S&P and the US dollar. 26:09

21d ago26:09

26:09

The Fed gives the big cut! 50 point cut, what did Powell say? what does that mean short term? What does that mean long term? Talking dollar & S&P 500 index reversal setups! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
A Deep Dive Into Rocket Lab Stock With Simon Erickson (RKLB) 53:26

21d ago53:26

53:26

On this episode of Chit Chat Stocks, we talk with Simon Erickson from 7investing about Rocket Lab stock. We discuss: (04:25) Understanding Rocket Lab's Business Model (09:05) The Neutron Rocket: A Game Changer (13:36) Comparing Rocket Lab and SpaceX (21:24) Government Contracts and Defense Opportunities (24:42) Exploring the Spacecraft Segment (28:…

1
Choppy ahead of the Fed cut. S&P pullback imminent? 25 or 50? Here’s our call 13:34

25d ago13:34

13:34

Tomorrow is the day! We get a rate cut! Markets chopped today. Talking PLTR, TSLA, S&P 500 & COST. --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
New All time highs for Dow Jones. Tech sleeps, with equal weight S&P making new highs 15:20

26d ago15:20

15:20

A snooze fest for tech investors. Goldman makes a call of 6000 SPX. Talking PLTR, sectors, headlines & recapping the session! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
"Back in Action: Fed Rate Cuts, Market Recap, and What’s Next for the Economy" 18:35

24d ago18:35

18:35

After being out sick, Carlos returns to recap one of the best weeks in the stock market since November 2023, highlighting his team’s exceptional work in his absence. This episode covers the new rate easing cycle, its impact on inflation, and what to expect from upcoming Fed decisions and retail sales data. --- Support this podcast: https://podcaste…

1
Top 5 musicals and a review of the Minnesota State Fair 59:23

1M ago59:23

59:23

Listen to our top 5 favorite musicals and also hear about Scott and Goog's trip to the Minnesota State Fair and the selfie game being in full effect. Also hear about the passing of a not so loved family pet and so much more. --- Support this podcast: https://podcasters.spotify.com/pod/show/craig-goog-applebaum/support…

1
Electric Vehicle Collapse: Why EV Stocks Are (Mostly) Doomed (RIVN, TSLA, BYDDY) 56:01

28d ago56:01

56:01

(NOTE: for video watchers, Brett's power went out at the end of the video) On this episode of Chit Chat Stocks, Brett and Ryan speak with Travis Hoium from Asymmetric Investing. They discuss: (02:19) Exploring Asymmetric Investing and the Challenges of the Automotive Industry (07:43) Analyzing Rivian's Business Model and Potential for Success (21:3…

1
Ep15: Inside Diablo Canyon Nuclear Power Plant | BG2 w/ Bill Gurley & Brad Gerstner 1:18:49

1M ago1:18:49

1:18:49

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they sit down with Maureen Zawalick (Vice President at Diablo Canyon Power Plant) to discuss the importance of nuclear power, the history and future of Diablo Canyon Power Plant, the role of AI in the nuclear industry, the cos…

1
6 Growing Stocks With a 4% Dividend Yield; Dollar Tree and Celsius Stock Collapses; Have We Entered Founder Mode? (CELH, DLTR, ABNB, SMCI, NVDA) 1:02:20

1M ago1:02:20

1:02:20

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (04:49) The Importance of Reviews for Show Growth (08:43) Founder Mode and the Challenges Faced by Airbnb (09:38) Exploring Dividend Growers: Attractive Yields and Consistent Growth (19:27) OTC Markets Group: A S…

1
Seasonality: September slip, markets down, macro, & why are stocks down & what next! 26:32

1M ago26:32

26:32

Talking seasonality, macro, bonds getting bid, upside risk, downside risk to the market --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
The CAVA of AI Stocks - Tempus AI (TEM or $TEM) 34:47

1M ago34:47

34:47

Unlike other "AI Stocks," Tempus AI has done a phenomenal job of not crashing. Since nearly doubling two months after its IPO, $TEM has help impressively above $50 a share. Tempus' impressive post-earnings performance caught our attention, and a deeper analysis into Tempus AI revealed that it's already a leader in the medical diagnostics field. But…

1
Nasdaq has a green day, TSLA leads, Eyes on GOOG, AVGO earnings. 18:19

1M ago18:19

18:19

Nasdaq gets its day in the sun. VIX takes a hit, yields fall helps mortgage rates, Broadcom earnings, todays TSLA move & GOOG puts in focus. --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Frustration station! Dow goes green but Nasdaq pops and drops- NVDA denies DOJ headline 11:15

1M ago11:15

11:15

Pop and drop in stocks, ends the session flat, bonds get bought, falling dollar doesn’t help, and fake NVDA DOJ news --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Why I Am Buying This Hidden Fintech Stock (Remitly, Ticker: RELY) 59:55

1M ago59:55

59:55

On this episode of Chit Chat Stocks, Brett goes through a report on the next stock he is buying and why: (04:35) History and Business Model (09:16) Product and User Experience (16:15) Business Model and Unit Economics (23:45) Growth Strategy and Marketing (30:07) Management and Trust (33:08) Motivated Management and Growth Potential (34:22) Financi…

1
Tech Wrecked! Nasdaq & commodities fall. September begins red. 12:57

1M ago12:57

12:57

Markets fall the dollar rises. VIX spikes. Buy the dip yet? Is this tradeable? The September blues begin --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Weekly recap simulcast on YouTube: crazy August is over bull/bear scenarios! 21:17

1M ago21:17

21:17

Talking August results (not ideal) US dollar (major key) Scenarios Bull/Bear Jobs jobs jobs! (NFP week) --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Super Micro Stock Collapse; AI Debate on ROI; A Small Cap CEO Bets on Himself (SMCI, PDD, NVDA) 1:06:46

1M ago1:06:46

1:06:46

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:26) Discussion on Super Microcomputer (09:46) Acquisition of Seven and I Holdings (19:14) Microsoft's Reporting Changes (31:13) Carl Icahn's SEC Charge (39:25) Nerdy: Small Cap of the Week (40:25) Collapse of…

1
SMCI Hindenburg Report - Super Micro Computer's Hindenburg Research Report (Short Report on $SMCI) 41:35

1M ago41:35

41:35

Super Micro Computer has a Hindenburg Report, and SMCI stock dropped 27% on the news. Hindenburg Research has hit $SMCI with a slew of allegations, and Super Micro Computer's executives have yet to respond. If you thought AI servers were a drama-free industry, the Hindenburg report on Super Micro just changed that. Did SMCI commit fraud, or just so…

1
Market reverses after strong GDP. NVDA -6% recap the day! 13:02

1M ago13:02

13:02

Recapping the day, talking NVDA & chart levels! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
NVDA earnings double beat! Stock falls! Breaking it down & what it means for the stock market! 14:55

1M ago14:55

14:55

Talking NVDA and its earnings! What’s the next for the market? --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Peter Lynch: Beating The Pros With Common Sense Investing 1:11:31

1M ago1:11:31

1:11:31

On this episode of Chit Chat Stocks, we discuss Peter Lynch's investing strategy and what we can learn from the legendary investor. Topics include: (04:19) Beating the Market with Common Sense: Lynch's Focus on Growth and Earnings (08:28) Lynch's Replicable Approach and Process (13:36) Letting Winners Run: The Power of Long-Term Growth (28:08) Iden…

1
Stocks end green, barely. Market Positioning & headlines! Aug 27 2024 12:48

2M ago12:48

12:48

Flat for stocks. Some 52 week highs, all quiet until NVDA earnings tomorrow! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Drop & Chop! Nasdaq/S&P red. Dow record highs. Recap the day! 17:42

2M ago17:42

17:42

An ugly choppy session for tech as semiconductors pull back ahead of NVDA earnings. Sector recap & levels for futures overnight! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Weekly recap! Stocks push higher, NVDA earnings next? Levels to watch Aug 25 2024 17:06

2M ago17:06

17:06

An audio only breakdown of the weekly video from YouTube. For visual context and charts subscribe to our YouTube channel search: garcapital --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun? 1:04:18

2M ago1:04:18

1:04:18

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we were joined by special guest Paul Cerro to discuss: (04:44) Hims & Hers: Flying Too Close to the Sun (11:58) The Risk of Regulation in the Healthcare Space (17:08) The Value Proposition of Hims & Hers in the Healthcare Indu…

1
Google (GOOG) as an AI Stock and Nvidia's Investment in Serve Robotics (SERV) 33:08

2M ago33:08

33:08

Is Google (GOOG and GOOGL) finally an AI stock worth investing in? We discuss the breakup of Google by the U.S. government, the $GOOGL's AI capabilities, and the performance of Google's business segments - many of which still haven't achieved profitability. All in all, Google still doesn't seem like a clear AI winner or the most sound AI stock inve…

1
Stocks end the week green! Fed calls for the time to cut rates. Welcome to the easing cycle! 16:58

2M ago16:58

16:58

Talking about Powell and the federal reserve upcoming rate cut and what it means for the market and the economy! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Stocks go red, back to Monday, Pre Powell jitters? Aug 22 2024 13:26

2M ago13:26

13:26

Nasdaq breaks below the 50dma, pre Powell jitters, levels to watch! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
2 Software Stocks I Bought This Month (PAYC, SEMR) 1:07:11

2M ago1:07:11

1:07:11

On this episode of Chit Chat Stocks, Ryan discusses two software stocks he bought in August of 2024. Listen to find out the two companies and why he now owns them! (02:41) First Stock: A Leading Provider of Human Capital Management Software (34:20) Stock Two: An Online Visibility Management Platform *************************************************…

1
Stock win streak ends, choppy, levels & headlines 12:55

2M ago12:55

12:55

A quiet session ahead of more Fed speakers. Stocks end their winning streak. Stocks we are watching and a bit of headlines --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Stocks soar, make it 8 in a row. Key levels and what’s next! 10:32

2M ago10:32

10:32

Key levels for overnight futures! $NQ $ES $RTY And going over today’s market action! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Weekly recap! Best week for stocks since November. Key levels and what’s next! 12:58

2M ago12:58

12:58

This is a podcast audio recording from our weekly YouTube recap. For the full video: search GAR capital on YouTube! --- Support this podcast: https://podcasters.spotify.com/pod/show/gar-capital/support

1
Google Is a Monopoly; Starbucks Steals Chipotle's Top Dog; 6 Stocks With Insider Buys (GOOG, CMG) 1:05:47

2M ago1:05:47

1:05:47

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed:Introduction and Weekly NewsAntitrust Litigation and the Potential Breakup of GoogleCEO Poaching: Starbucks and ChipotleHighest Stocks on the WatchlistBumble's Stock Price Decline and Management ConcernsFuture Sma…

Podcasts Worth a Listen

The Googly Podcasts

Podcasts Worth a Listen

Quick Reference Guide