Best Chit Chat Stocks Podcasts (2024)

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

11m 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
Insights on Selling Stocks and Evaluating Management from Brett and Ryan of Chit Chat Stocks 1:08:07

3d ago1:08:07

1:08:07

Welcome to The Investing For Beginners Podcast! Today, host Dave is joined by Brett and Ryan from "Chit Chat Stocks." They discuss knowing when to sell a stock, evaluating management, and avoiding red flags like accounting issues. Brett and Ryan share their refined investment process, including research, financial metrics, and gut feelings. They em…

1
Chit Chat Stocks: Stanley Druckenmiller: The Investor That Beat Warren Buffett 1:12:31

22d ago1:12:31

1:12:31

This week we're featuring an episode of the Chit Chat Stocks podcast. Ryan and Brett do great work and in this episode they discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? **********************************************…

1
Understanding Investment Frameworks: Jeff and Jason’s Ideas from Investing Unscripted 51:53

3h ago51:53

51:53

Welcome back to The Investing For Beginners Podcast! Join Dave, with special guests Jeff and Jason from Investing Unscripted, as they explore diverse investment strategies. We'll cover spreadsheet analysis, cash flows, market trends, and the psychology of investing. Learn from their personal journeys and gain practical insights to make informed fin…

1
Back to Basics: Ranges of Outcomes in Investing 38:53

3h ago38:53

38:53

Welcome back to The Investing For Beginners Podcast! Dave and Andrew explore the range of outcomes in investing, focusing on different companies and industries' risk and reward levels. We'll discuss strategies, tech startups, total addressable markets, and high-risk ventures like DraftKings. Join us for insightful investment guidance. Let's dive in…

1
Replay: 3 Things to Know Before Buying Your First (or Next) Stock 54:49

1d ago54:49

54:49

Enjoy this replay of a recent episode: Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase. Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/in…

1
This Beer Stock Is Trading At Its Cheapest Multiple In Years 1:01:37

23h 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
Rivian Stock Gets a Lifeline; Dividends vs. Buybacks; Is Celsius Stock a Buy Today? (CELH, RIVN) 1:06:08

4d 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
Back to Basics: Opportunity Costs in Investing 39:47

7d ago39:47

39:47

Welcome to The Investing For Beginners Podcast with Dave and Andrew. In today's episode, "B2B Opportunity Costs," they explore the concept of opportunity costs in investing. Using real-world examples, they discuss choosing between stocks and S&P 500 index funds, and evaluating savings account interest rates. Dave shares strategies inspired by Uncle…

1
109. Stocks in 2024: The Ones We Missed 48:44

9d ago48:44

48:44

Hindsight bias? Almost certainly. But that doesn't mean we still shouldn't look back at stocks that have gone up a lot that we didn't buy. In this week's show, Jeff and Jason do exactly that, while trying to apply an objective lens to the lessons we can learn by taking a look backward at our times of inaction. Companies mentioned: ANET, AMZN, ASML,…

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

8d 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…

1
Digging Into Semiconductors: Analyzing Skyworks with Tyler Nash 48:45

11d ago48:45

48:45

In this podcast episode, Tyler Nash discusses his investment in Skyworks, a semiconductor company linked to Apple. He highlights opportunities, risks, financial performance, and market dependencies. Comparisons to competitors like Texas Instruments and Qualcomm are made, along with broader semiconductor industry risks. The episode also covers inves…

1
10 Best Performing Share Cannibals; A Software Giant Gets an Activist; Are We In Dotcom Bubble 2.0? 1:05:00

11d ago1:05:00

1:05:00

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: (02:06) Nvidia's Rise and High Profit Margins (11:41) The Concentration of Overvaluation in the Market (26:50) The Need for New Management at Autodesk (31:39) Share Cannibals and Underperforming Companies (32:51) …

1
Back to Basics: Avoiding Financial Statement Yellow Flags 48:34

15d ago48:34

48:34

In this podcast episode, Andrew and Dave discuss "yellow flags" in investing, such as leadership changes, negative events, financial concerns, and slowing revenue growth. They use real-world examples like PayPal, Microsoft, and Square to illustrate the impact on company trajectory and emphasize the importance of observing these indicators for infor…

1
108. Munger vs. the Market 51:56

16d ago51:56

51:56

Jeff recently went on vacation, and read Poor Charlie's Almanac. On this week's show, he shares with Jason the three things Charlie says every investor should do. We also discuss how difficult it can be to ignore and avoid the noise (such as Nvidia's recent stock split) and focus on what really matters. Jeff and Jason also talk about one of the har…

1
The Next Carvana? A Potential Cardlytics Stock Inflection With IndraStocks (CDLX) 57:25

15d ago57:25

57:25

On this episode of Chit Chat Stocks, we speak with IndraStocks on all things Cardlytics. We discuss: (02:30) The Rise and Fall of Cardlytics' Stock Price (07:06) Partnerships and the Importance of Scale (09:57) How Cardlytics Works: Providing Offers to Bank Customers (27:39) Financials and the Path to Profitability (28:03) Challenges of Building a …

1
IFB350: Investing Abroad - Understanding TSMC, Geopolitical Risks, and Foreign Companies 35:19

18d ago35:19

35:19

Welcome to Episode 350 of The Investing For Beginners Podcast! Today, Andrew and Dave delve into the intriguing world of international and tech investments. We'll kick things off by addressing a listener's question about investing in foreign companies and the unique challenges it presents, using TSMC's ADR as a case study. We’ll explore the impact …

1
5 SPACs With Positive Returns; The Best Types of Moats; Lessons From Fund Mangers With John Rotonti 1:05:52

18d ago1:05:52

1:05:52

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we brought on John Rotonti from the JRo Show. Check out his episodes wherever you get your podcasts:YouTube: https://www.youtube.com/channel/UCTjTPTbunDjgZ9i6-fYTrcQSpotify: https://open.spotify.com/show/05MjGNpyEwvjqpX1jmDrgqApple Podcasts: …

1
First Fridays 8: June 2024 1:03:28

20d ago1:03:28

1:03:28

Jason and Jeff discuss Elon Musk’s pay package, Tesla price targets, autonomous driving, Apple AI, Nvidia, and more. Companies mentioned: AAPL, GOOG, GOOGL, GM, NVDA, TSLA ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1…

1
Back to Basics: Understanding Efficient Markets for Beginners 29:51

22d ago29:51

29:51

[00:00:00] – Welcome to another episode of the Investing for Beginners Podcast. In today's installment of our "Back to the Basics" series, hosts Andrew and Dave dive into the topic of efficient markets. What exactly is the Efficient Market Hypothesis, and how does it influence your investment strategy? Our hosts break down the theory, explore its o…

1
What Is Tesla Stock Worth Right Now? (TSLA) 58:30

22d ago58:30

58:30

On this episode of Chit Chat Stocks, Brett and Ryan talk with Simon Erickson from 7investing on all things Tesla in 2024. Check out 7investing: https://7investing.com/ (00:00) Intro (44:39) Elon Musk's Compensation and XAI Formation (53:14) Valuation and Future Prospects of Tesla ***************************************************** Subscribe to ou…

1
IFB349: Stock Splits, Diversification, and European Markets 38:33

25d ago38:33

38:33

Welcome to Episode 349 of the Investing for Beginners Podcast! In this episode, Dave and Andrew delve into the fascinating world of investing, addressing listener questions on topics ranging from stock splits to portfolio diversification. They share insights on maintaining interest in investing, the impact of liking the players in your portfolio, a…

1
10 High Growth Software Stocks That Just Hit 52 Week Lows; Lululemon Update: Phantom Roaring Kitty? (LULU, SNOW, MDB) 1:06:14

25d ago1:06:14

1:06:14

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction (03:41) Analyzing Lululemon's Earnings and Market Challenges (11:29) The Mystery of Roaring Kitty's Involvement in GameStop (24:34) Assessing the Prospects of Snowflake, Atlassian, and Veeva …

1
Back to Basics: The Best Way to Read a 10k 47:59

28d ago47:59

47:59

Welcome to The Investing For Beginners Podcast! In this episode titled "How to read a 10-K," Dave and Andrew dive deep into the world of annual reports, discussing the critical role a 10-K plays in helping investors understand a company's performance and risks. They share their approaches to navigating complex financial information, filtering compa…

1
107. June 2024 Mailbag 52:44

30d ago52:44

52:44

This month's mailbag includes great questions about BDCs, broken investing theses, knowing if the story really changed, a little-known battery company, and what to do with middling investments. Jason also said that listener Jesse was a bad stock picker partly because their name starts with the same letters as Jeff's. Have a question you want answer…

1
Deere: A Wide Moat Stock Hiding In Plain Sight? With Best Anchor Stocks (Ticker: DE) 58:30

29d ago58:30

58:30

SUBSCRIBE to Best Anchor Stocks: https://www.bestanchorstocks.com/ On this episode of Chit Chat Stocks, Brett and Ryan interview Leandro from Best Anchor Stocks on all things Deere & Co, the parent company of John Deere. They discuss: (00:00) Exploring John Deere's Business Segments and Market Position (04:49) The Role of Technology in Driving Grow…

1
Scott Hanson on Fiduciary Responsibility and Financial Planning for Beginners 46:42

1M ago46:42

46:42

Welcome to "The Investing For Beginners Podcast." In today's episode, we welcome Scott Hanson, co-founder and vice chair of Allworth Financial. As a fiduciary advisor with extensive experience in financial planning, Scott provides valuable insights on several key topics. We'll discuss recent Department of Labor regulations emphasizing fiduciary res…

1
The New Nifty Fifty; Texas Instruments Activist; Jaime Dimon "No Buybacks" (COST, CMG, JPM, CHWY) 1:05:17

1M ago1:05:17

1:05:17

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) The Return of the Nifty 50: Market Impact and Historical Parallels (07:30) Costco Valuation: High Prices and Long-Term Returns (30:00) Challenges in Financial Institutions: Share Repurchases and Market Dy…

1
Back to Basics: Essential Portfolio Maintenance for Investors 38:02

1M ago38:02

38:02

Welcome to "The Investing For Beginners Podcast!" In today's episode, "Portfolio Maintenance," hosts Andrew and Dave explore strategies for building and maintaining an investment portfolio. They address the market's unpredictability and the difficulty of forecasting leading companies, emphasizing the importance of considering age, time horizon, and…

1
106. How to Be a Successful Stock Seller 1:15:19

1M ago1:15:19

1:15:19

Figuring out which stocks to buy is only half of the equation. A lot of your success – and for many people, most of their poor returns – are the result of selling. This week, Jeff and Jason take a close look at selling stocks, breaking down the reasons to sell, which are good, which are bad, and how you can make better selling decisions. Companies …

1
Portfolio Rankings: What Stocks Are We Buying and Selling? 1:11:29

1M ago1:11:29

1:11:29

On this episode of Chit Chat Stocks, Brett and Ryan discuss their portfolio rankings and the stocks they are buying and selling. They use a ranking system to evaluate their holdings and discuss the details of each stock. They cover companies like Nelnet, Coupang, Philip Morris, and Harbor Diversified. They analyze the financials, competitive advant…

1
IFB348: The Art of Stock Picking - Expectations and Realities 42:02

1M ago42:02

42:02

In Episode 348 of The Investing for Beginners Podcast, hosts Dave and Andrew explore various investment topics, including the impact of electric vehicles and stock buybacks with examples like Autozone and Nvidia. They discuss the advantages of small investments for compounding benefits, transitioning from specific retirement accounts, and understan…

1
Dutch Bros vs. Starbucks; Red Lobster Bankruptcy; Retail Consumer Recession? (ULTA, LULU + More) 1:07:13

1M ago1:07:13

1:07:13

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (03:14) Uncovering Corporate Malfeasance: The Red Lobster Bankruptcy (11:01) Retailers in Focus: Analyzing the Performance of Target and Lululemon (35:38) Target's Performance and Market Share (44:19) Dutch Bros …

1
Back to Basics: Effective Tools for Tracking Your Investment Performance 36:09

1M ago36:09

36:09

In this episode of The Investing For Beginners Podcast, hosts Dave and Andrew discuss how to manage investment portfolios effectively while avoiding market noise. They offer strategies for monitoring investments over time, using tools like Seeking Alpha and Bamsec for updates, and setting up company alerts for firsthand information. The discussion …

1
Why Ryan Is Buying This European Fintech Disruptor (WISE Stock Report) 1:10:04

1M ago1:10:04

1:10:04

On this episode of Chit Chat Stocks, Ryan gives a research report on Wise, the remittance and payment transfers upstart. We discuss: (04:41) Wise: The Fintech and Remittance Disruptor (06:37) The Low-Cost Provider for Transfers (12:18) Expanding Beyond Transfers: Debit Card and High-Yield Cash Account (16:22) The Wise Platform: Plugging into the Pa…

1
105. Semiconductors, AI, and the Future of Mankind 59:18

1M ago59:18

59:18

Investor interest in the semiconductor industry has exploded over the past couple of years. AI is only one of the factors behind it, and the future remains very bright. Jeff and Jason are joined by the creators of Chip Stock Investor, Nick and Kasey Rossolillo, who help us make some sense out of this incredibly complex and challenging industry that…

1
IFB347: Listener Q&A - Exploring Amazon’s Stake in Rivian and Strategic Investment Insights 40:44

2M ago40:44

40:44

Welcome to episode 347 of The Investing For Beginners Podcast! Today, hosts Andrew and Dave discuss key investment topics for all levels of investors. We’ll start by examining the importance of SIPC insurance in protecting investments and the strategy behind holding multiple IRA accounts. We'll then discuss transitioning from growth to dividend-pay…

1
Roaring Kitty is BACK (maybe?); Executive Turmoil At Boston Omaha; Is Google Winning The AI War? (BOC, GOOG) 1:06:01

2M ago1:06:01

1:06:01

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: (00:00) Introduction and Special Guest (02:30) Analyzing the Departure of Alex Rozek from Boston Omaha (06:34) Roaring Kitty and the Meme Stock Phenomenon (26:38) Defensive Investing: Evaluating Portfolio Allocat…

1
Back to Basics: Essential Tools for Investors 44:18

2M ago44:18

44:18

Welcome to another episode of The Investing For Beginners Podcast. I'm your host, Dave, joined by Andrew. Today, we're exploring essential tools every stock picker needs, from Excel to advanced platforms like Bamsec and Finchat IO. We’ll discuss how these tools aid in understanding business operations, verifying financial data, and making informed …

1
104. 3 Things to Know Before Buying Your First (or Next) Stock 52:55

2M ago52:55

52:55

Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase. Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-…

1
Can This Restaurant Stock Deliver Returns Like Chipotle? (Portillo's Stock Report, Ticker: PTLO) 1:07:52

2M ago1:07:52

1:07:52

On this episode of Chit Chat Stocks, Brett gives a research report on Portillo's, a Chicago-style restaurant chain looking to expand nationally. Apologies, no chapters again (blame our recording software). We discuss: - Portillo's founding and history - Why it went public and wants to expand nationally - Unit economics and return on invested capita…

1
Is Tinder Dead? Big Tech Capex Boom; 10 Software Stocks That Are Finally Profitable 1:05:27

2M ago1:05:27

1:05:27

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel at 12:30 PM EST. This week we discussed: Analyzing Match Group's Earnings 10 Stocks That Have Recently Achieved Profitability Evaluating Shopify: Financials, Shareholder Focus, and Investment Opportunities Assessing Roblox: Revenue Growth, Shareholder A…

1
Bird's Eye View: Reddit IPO 38:11

2M ago38:11

38:11

Welcome to a fascinating new episode of The Investing For Beginners Podcast! Today, your hosts Andrew and Dave will dive into the much-anticipated IPO of Reddit. As seasoned investors who typically steer clear of IPOs, they find it intriguing to unpack Reddit’s introductory documents to better understand its financial health and strategic direction…

1
Back to Basics: Using Time Horizons to Your Investment Advantage 29:00

2M ago29:00

29:00

Welcome back to another episode of The Investing For Beginners Podcast. Today, hosts Dave and Andrew dive deep into the individual investor's unique advantage over the professional sphere, focusing on the power of time horizon. Tune in as they unravel how personal investment goals differ fundamentally from institutional objectives, and how that str…

1
103. Imposter or Investor? 1:01:05

2M ago1:01:05

1:01:05

Warren Buffett once said, "Everyone has a plan until the stock market punches them in the mouth." Okay, Warren didn't say that, but the investing version of a Mike Tyson quote is still correct. Picking the best investments and having a plan is only part of investing success. And over time, we've come to learn that these things rarely account for th…

1
Stanley Druckenmiller: The Investor That Beat Warren Buffett 1:11:33

2M ago1:11:33

1:11:33

On this episode of Chit Chat Stocks, we discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? We discuss: (03:39) Early Life and Career of Stan Druckenmiller (08:03) Lessons from George Soros: Mentorship and Position Sizing …

1
IFB345: Listener Q&A - How to Utilize the 4% Rule for Lasting Wealth 29:51

2M ago29:51

29:51

Welcome back to The Investing for Beginners Podcast. In today's episode 345, we're tackling your pressing questions on making the most out of your investments and preparing for a comfortable retirement. First off, a big shoutout to Enrique, one of our long-time listeners, for a thought-provoking query on the 4% rule and the smartest withdrawal stra…

1
Starbucks In Turmoil; Amazon Profit Inflection; PayPal Turnaround??? (SBUX, PYPL, AMZN) 1:05:49

2M ago1:05:49

1:05:49

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks YouTube channel. This week we discussed: (02:41) Struggles at Starbucks (07:13) CEO Challenges for SBUX (12:29) Warner Brothers Discovery (25:30) Uncertainties and Competitive Landscape in Streaming (33:26) Introduction and Discussion of PayPal (37:15) Analyzing PayPal…

1
First Fridays 7: May 2024 1:02:59

2M ago1:02:59

1:02:59

On this month’s live podcast, Jason and Jeff discuss recent earnings, interest rates, and their new Savvy Trader portfolio. Companies mentioned: ASML, ETSY, FTNT, KNSL, LMND, NET, PINS, SBUX ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portf…

1
Back to Basics: Portfolio Sizing and Diversification Strategies 38:09

2M ago38:09

38:09

Dave: Welcome, listeners, to The Investing For Beginners Podcast. Today's discussion, "Back to the Basics" delves into the intricacies of portfolio sizing and diversification. Andrew: We'll explore traditional and contemporary thoughts on portfolio structure, the role of diversification, and the influence of market trends on investment choices. Dav…

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