Best SFM Podcasts (2024)

1
August 31, 2024|Inflation, Oil & Natural Gas, Rent Concessions, Business failures, Growth vs. Income Investing, Super Micro Computer, Inc.(SMCI), Sprouts Farmers Market (SFM), Advance Auto Parts(AAP) 55:40

1h ago55:40

55:40

Inflation report pretty much solidifies a rate cut in SeptemberPersonal consumption expenditures prices (PCE) were right in line with expectations as they increased just 2.5% in the month of July. Core PCE, which is the Fed’s preferred measure came in at 2.6% and was slightly below the estimate of 2.7%. While both readings matched the June inflatio…

1
Earnings Season Winners and Losers (MCD, MSFT, MTCH, SFM, And More!) 1:07:12

22d ago1:07:12

1:07:12

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: (03:08) Challenges in the Fast Food Industry: McDonald's and Starbucks (11:07) The AI Bubble: Microsoft's Higher AI Capex Spending (19:24) Struggles in the Online Dating Market: Match Group's Tinder (19:54) Stock…

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

5h 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
Embracing the Season of Change: Self-Care Through Menopause with Ali Hendry 1:02:11

6h ago1:02:11

1:02:11

Text us a review. Ep#210: Join hosts, Helen Edwards and January Liddell with special guest, Coach Ali Hendry as they have an open discussion about menopause. Be inspired to prepare for the new chapter of life in aging and how to take care of your physical and mental well-being along the way. Enjoy! You can now ‘Text Us a Review.’ Thank you for list…

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

33m 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
Big Tech Cash Flow Projections; The Current Macro Puzzle; Is $HIMS Flying Too Close to The Sun? 1:04:18

22m 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
Connect to What Blesses You 36:47

3h ago36:47

36:47

Text us a review. Ep#209: Join hosts, Helen Edwards and January Liddell as they discuss their golden notes from their week spent in a non-profit women’s networking event, an entrepreneur’s Lunch & Learn, and their inspiring takeaways after attending “She’s Unstoppable Summit” with Sage Robbins. Enjoy! You can now ‘Text Us a Review.’ Thank you for l…

1
Robo-Advisors, Inflation, Strategic Petroleum Reserve, Debt, Gold, SBUX, Tesla, Housing Prices, & Annuities 55:40

4h ago55:40

55:40

History shows robo-advisors failed to live up to the hype!When robo-advisors first came out years ago, people asked if I was worried about my career. I said no because I do believe that investing can be very complicated and a good advisor is worth it. I’m happy to report that has been the case. Robo advisors have only accumulated one trillion dolla…

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

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

1h 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…

1
August 17, 2024 | Declining CPI, Retail sales data, separately managed funds, Umbrella Insurance, JB Hunt Transport Services (JBHT), Mobileye (MBLY) & Ulta Beauty (ULTA) 55:40

6d ago55:40

55:40

Declining CPI opens door to lower interest rates Inflation concerns are falling as the July Consumer Price Index (CPI) showed an increase of 2.9% compared to last year, this would mark the lowest reading since March 2021. Core CPI, which excludes food and energy was also positive as it came in at 3.2% which would mark the lowest reading since April…

1
Part 2: Our Beauty and Fashion Struggles 36:03

19d ago36:03

36:03

Text us a review. Ep#208: Join hosts, Helen Edwards and January Liddell as they share their personal struggles with beauty and fashion in this Part 1 of this two-part episode series. If you’ve ever felt overwhelmed with all the products in the beauty and fashion industry, you might be able to relate to us. This is a fun, down to Earth conversation …

1
Part 1: Our Beauty and Fashion Struggles 41:33

19d ago41:33

41:33

Text us a review. Ep#207: Join hosts, Helen Edwards and January Liddell as they share their personal struggles with beauty and fashion in this Part 1 of this two-part episode series. If you’ve ever felt overwhelmed with all the products in the beauty and fashion industry, you might be able to relate to us. This is a fun, down to Earth conversation …

1
Should You Buy Mexican Stocks? (ALSEA, AGUA, PAC, OMAB) 54:56

13d ago54:56

54:56

On this episode of Chit Chat Stocks, Brett and Ryan talk with Ian Bezek from Ian's Insider Corner on the Mexican economy as well as investing in airports, fast food, and water in the country. SUBCRIBE To Ian's Substack: https://ianbezek.substack.com/ FOLLOW Ian on Twitter: https://x.com/irbezek Chapters The Mexican Election and Expectations for the…

1
9 Quality Stocks At Cheap Valuations; Buffett's Monster Cash Pile: Airbnb In Turmoil? (ABNB, CPNG) 1:05:29

16d ago1:05:29

1:05:29

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 Market Turmoil Warren Buffett's Apple Position Impact of Interest Rate Cuts Effects of a Recession on Real Estate Flash Crash and Market Volatility Measuring a Company's Buyback Capabilities Tick…

1
The Emotional Rollercoaster of Becoming 35:28

23d ago35:28

35:28

Text us a review. Ep# 206: Solocast by Helen Edwards. In this episode Helen shares a piece of her current world and the emotional rollercoaster in dealing with the pursuit of her personal goals and dreams in the author and podcasting industry. Helen Edwards is a Financial Strategist, International Author of Nothing Sexier Than Freedom and Host to t…

1
August 10, 2024 | Friendly Fraud, Google & Apple, US Debt, Tax Changes in 2026, Intel (INTC), Merck (MRK), Charles Schwab (SCHW) 55:40

3d ago55:40

55:40

“Friendly fraud” is costing businesses $100 billion a year I was surprised to learn of a new term called friendly fraud. This is when a customer disputes a legitimate charge they made on their credit card, debit card, or another payment method. According to a recent survey,35% of Americans admit to committing this kind of fraud, and 40% know someon…

1
Why I Own Nintendo Stock: Round Two (NTDOY) 1:00:42

22d ago1:00:42

1:00:42

On this episode of Chit Chat Stocks, Brett updates his thesis on Nintendo. In the hour-long discussion, Ryan and Brett talk about: (07:04) The History of Nintendo and its Business Model (12:19) The Durability of Nintendo's Active Users (21:14) The Potential Impact of the New Nintendo Switch Console (31:39) Growing Conviction in Other Entertainment …

1
August 3, 2024 | Employment Numbers, Venu Sports, Microsoft vs. Open AI, SoFi Technologies (SOFI), UPS (UPS) & DexCom (DXCM) 55:40

8d ago55:40

55:40

Did the markets overreact to employment numbers? Markets headed largely lower Friday morning after nonfarm payrolls grew by just 114,000 in the month of July. This was well below the estimate of 185,000 and the downwardly revised June number of 179,000. Total revisions for the previous two months led to numbers that were 29,000 lower than previousl…

1
Mirror Moments: Gaining Clarity Through Reflection 50:25

1M ago50:25

50:25

Text us a review. Ep#205: Join hosts, Helen Edwards and January Liddell for a moment of reflection as they discuss how taking a look back can help you gain clarity, insight, and appreciation for your present and future journey. You can now ‘Text Us a Review.’ Thank you for listening. If you would like to support our show, click the links below. Hel…

1
4 Top Stocks On Our Watchlist This Earnings Season (GOOG, SPOT, NFLX, AXP) 1:13:16

27d ago1:13:16

1:13:16

On this episode of Chit Chat Stocks, Brett and Ryan each pick two stocks they are following closely this earnings season. Find out what price they would buy shares: (02:26) Netflix: Challenges, Resilience, and Growth Prospects (21:17) Alphabet: Strong Performance in Google Search, YouTube, and Google Cloud (38:06) American Express: Leading Credit C…

1
July 27, 2024 | Q2 GDP, June PCE, WBD vs NBA Legal Battle & IRS and Inherited IRAs 55:40

26d ago55:40

55:40

Q2 GDP not as strong as the headline numbers show While Real Q2 GDP increased at a 2.8% annualized pace and easily topped the estimate of 2.1%, there were some likely one time impacts that lifted the numbers. The major outlier was the change in private inventories as it added 0.82% to the headline GDP number. As we discussed after Q1 GDP, private i…

1
CrowdStrike In Turmoil; Earnings Galore (GOOG, SPOT, TSLA); What Stock Was The Fattest Pitch? 1:04:02

1M ago1:04:02

1:04:02

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) Earnings Reports and IT Outage(11:01) The Balanced Housing Market and the Appeal of Homebuilders(25:51) Small Cap Stock Pick: Haypp Group(31:47) Utilizing Yellow Brick for Investment Research(33:23) Haypp …

1
Fake Dividends? Finding The Truth About Blackstone's BREIT With Phil Bak (Ticker: BX) 51:38

1M ago51:38

51:38

On this episode of the Chit Chat Stocks Podcast, Ryan and Brett talk with Phil Bak on all things Real Estate funds and Blackstone's BREIT story. We discuss: (00:00) Introduction and Background (02:32) Misconceptions about REITs (04:29) Armada Investors: A Quantitative Approach (07:46) HAUS: Pure Play Exposure to Residential Real Estate (12:10) REAL…

1
Jul 20, 2024 | Retail Sales, Oil Demand, Japan's Pension Fund and Spousal Social Security 55:40

28d ago55:40

55:40

Retail sales beats expectations but shows consumer is still softening. June retail sales came in flat compared to the previous month, this topped the expectation for a 0.4% decline. Compared to last June, retail sales were up 2.3%. Areas of strength included non-store retailers (+8.9%), food services and drinking places (+4.4%), clothing and clothi…

1
6 Industry Leaders at 52 Week Lows; Bank and Brokerage Earnings; a Curious Stripe Investment 1:05:49

27d ago1:05:49

1:05:49

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) Earnings Season Kickoff: Banks and Brokerages (06:29) Sequoia's Investment in Stripe: A Benchmark for Payment Processors (09:38) The Momentum Swing: Unprofitable Small Caps vs Profitable Large Caps (18:06…

1
What Makes a Great Software Company? Plus, an Update on Constellation Software (CSU.TX) 57:52

28d ago57:52

57:52

On this episode of Chit Chat Stocks, Brett and Ryan talk with Braden Dennis, host of the Canadian Investor Podcast and founder of Finchat.io. Braden's Twitter/X: https://x.com/BradoCapital Canadian Investor: https://thecanadianinvestorpodcast.com/ They discuss: Chapters (00:00) Introduction and Background (04:32) Braden's Investment Approach (07:31…

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July 13, 2024 | Inflation & Rate Cuts, PPI, Labor Market, Investing and Roth Conversions 55:40

30d ago55:40

55:40

Inflation continues to cool, creating more hope for rate cuts. The June Consumer Price index (CPI) rose 3.0% compared to last year, which was below last month’s reading of 3.3% and the expectation of 3.1%. Core CPI, which excludes food and energy rose 3.3% from a year ago. This was below last month’s reading and the expectation which were both 3.4%…

1
Index Funds vs. High Yield Savings; Another Small Cap Stock Up 10x; Would You Buy Airline Stocks? 1:04:12

2M ago1:04:12

1:04:12

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) Discussion on Exponential Fitness (11:15) Exploring Investment Strategies for Heroic Returns (20:11) Comparing S&P 500 Index Fund and High-Yield Savings Account (28:17) Assessing the Growth Potential of P…

1
Balanced Bliss: Self-Care & Mental Wellness with Dr. Gretchen Gavero 1:02:12

2M ago1:02:12

1:02:12

Text us a review. Ep#204: Join hosts, Helen Edwards and January Liddell with special returning guest, Dr. Gretchen Gavero for an in-depth episode for a deeper insight on a well-rounded approach to self-care; mind, body, soul and why focusing on just one are is not enough. Don’t forget to leave us a review and tag us @AnchorFinancialLLC and @Helofaj…

1
[INVESTING UNSCRIPTED] Bestselling Author of The Warren Buffett Way: Robert Hagstrom 57:26

1M ago57:26

57:26

{{{{FOLLOW THE INVESTING UNSCRIPTED PODCAST}}}} YouTube: https://www.youtube.com/@InvestingUnscripted/videos Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investing-unscripted/id1638200302 This is an episode from the Investing Unscripted Podcast. Enjoy this special episode! *****…

1
Why I Own This Boring 100 Bagger Stock (Ticker: ORLY) 55:43

1M ago55:43

55:43

On this episode of Chit Chat Stocks, Ryan gives a research report on O'Reilly Automotive (ticker: ORLY), explaining why it is in his portfolio. We discuss: (00:00) Introduction (02:21) O'Reilly Automotive: A Specialty Retailer (04:40) Customer Segments: DIY and Pros (07:56) The Power of O'Reilly's Supply Chain Advantage (11:08) Unit Economics and S…

1
Solving Academic Journals: A Journal for Ambitious Ideas | SFM E99 33:44

2M ago33:44

33:44

Send us a Text Message. Can music and speech combine to create powerful emotional experiences? Join us as we explore this fascinating intersection, starting with a light-hearted chat about our attempts at pop music. We dive deep into the creative process of blending musical elements like violin and percussion with iconic speeches from figures such …

1
July 6, 2024 | Largest US Banks, Jobs Report, Labor Market, Risky Investing and Reviewing Mid-Year Income 55:40

2M ago55:40

55:40

Largest US Banks I continue to remain optimistic about investing in the large financials, specifically the money center banks. For the most part they trade at good valuations and the recent stress test shows they remain healthy. All 31 of the largest US banks passed the Federal Reserve’s annual stress test, which provided a hypothetical scenario wh…

1
Nike In Turmoil; 5 Small Cap Stocks Up 100% This Year; What Is Your Circle of Competence? (NKE) 1:05:22

2M ago1:05:22

1:05:22

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (00:00) Introduction and Agenda (02:57) Discussion on Nike's Underwhelming Quarter (15:51) Ryan's Small Cap Pick of the Week: Nobility Homes (33:18) Analysis of Sezzle (36:25) Introduction and Discussion of Small-…

1
This Beer Stock Is Trading At Its Cheapest Multiple In Years (Ticker: TAP) 1:01:37

2M ago1:01:37

1:01:37

On this episode of Chit Chat Stocks, Brett gives a research report on Molson Coors (Ticker: TAP). We discuss: (00:00) Introduction and Inspiration to Look at Molson Coors (05:18) The Brands and Sales Drivers of Molson Coors (15:03) Industry Dynamics: Challenges and Trends in the Alcohol Market (33:42) Management and Growth Strategy: Navigating the …

1
Solving the National Debt: Raise Taxes on the Wealthy | SFM E98 40:04

2M ago40:04

40:04

Send us a Text Message. Ever wondered how something as simple as a gradient puzzle could transform your day? Find out in this episode as we celebrate the zen-like qualities of gradient puzzles and their unique ability to relax and center your mind. Then, join us as we toast an extraordinary academic milestone: our guest's insightful paper on compas…

1
Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN) 1:06:08

1M ago1:06:08

1:06:08

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 1:30 PM EST. This week we discussed: (03:35) Volkswagen's Investment in Rivian (09:08) The Importance of Customer Support (16:57) Ferrari's Subscription Service (30:09) Considerations for Investing in Dynamic Markets (36:27) Introduction to Hammond M…

1
Eighty Years Young: Timeless Inspiration with BJ Largent 52:29

2M ago52:29

52:29

Text us a review. Ep#203: Join hosts, Helen Edwards and January Liddell for an inspiring and fun episode with friend and #goal inspired human being, BJ Largent. Our guest is 80 years young and will surely make you laugh and inspire you towards making life goals happen an any age. Join us as we go down memory lane with BJ and discuss her passion for…

1
Nick Sleep: How The Secretive Investor Crushed The Market With Concentrated Compounders 1:05:44

2M ago1:05:44

1:05:44

On this episode of Chit Chat Stocks, Brett and Ryan discuss Nick Sleep and the Nomad Investment Partnership. Nick Sleep put up an estimated 20% annual return for 20 years. We discuss: (00:00) Introduction to the Nomad Investment Partnership and Nick Sleep (07:21) The Importance of Diversification in Investing (15:23) Exploring the Power of Scale Ec…

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