Best Chit Chat Stocks Podcasts (2025)

1
Big Tech Earnings Chaos; Executive Tariff Uncertainty; Spotify Reigns Supreme (ABNB, EVO, + More!) 1:04:26

4h ago1:04:26

1:04:26

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: (03:18) Microsoft's Performance and Cloud Growth (15:14) Amazon's Earnings and Market Position (24:45) Apple's Challenges and Market Dynamics (33:11) Economic Indicators and Consumer Behavior (35:27) Fast …

1
Chit Chat Stocks: 2025 Portfolio Shakedown 1:12:09

9d ago1:12:09

1:12:09

This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere yo…

1
5 Universal laws applied to investing | Part 2 14:39

1d ago14:39

14:39

Some ideas get tested by time and just keep proving themselves right. Others seem like solutions but quietly create even bigger problems. And sometimes, the more confident we feel, the more mistakes we make. In this episode, we explore five more universal laws that shape investing in ways most people never consider. From why old ideas tend to outla…

1
151. April 2025 Mailbag 44:51

2d ago44:51

44:51

Jeff and Jason dive into listeners' questions about investment time horizons, optimizing emergency funds, and classifying consumer staples. Key highlights include thoughts on speculative vs. strong conviction positions, the potential pitfalls of using a Roth IRA for emergency funds, and evaluating traditional 'defensive' consumer stocks in today's …

1
Why I Bought Interactive Brokers Stock (Ticker: IBKR) - A Deep Dive 55:42

2d ago55:42

55:42

On this episode of Chit Chat Stocks, Brett dives into Interactive Brokers (IBKR) and why he has purchased the stock for his portfolio. We discuss: (03:33) The History and Evolution of IBKR (10:51) Understanding IBKR's Platform and User Experience (12:23) Growth and Market Share of IBKR (14:48) Personal Investing Journey and Transition to IBKR (21:5…

1
Google Search Is Not Dead (Yet); Chipotle's Big Slowdown. Plus, Tesla at a Crossroads (TSLA, GOOG) 1:04:34

8d ago1:04:34

1:04:34

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: (01:27) Tesla Earnings: A Controversial Quarter (14:50) Alphabet Earnings: Growth and AI Integration (26:52) Philip Morris: Transitioning to Smoke-Free Products (33:38) Exploring Nathan's Famous: A Small C…

1
Interview w/ Braden Dennis the founder and CEO of Finchat on entrepreneurship, investing and software 1:12:19

8d ago1:12:19

1:12:19

In this episode, we sat down with someone many of you already know, and if you don’t, you're about to meet one of the most passionate voices in finance and tech. Braden Dennis, the founder and CEO of Finchat.io, joins us to talk about entrepreneurship, investing, and what it’s like to build software for the modern investor. He shares the story behi…

1
Why Grindr Stock Has Gone Up 300% In 3 Years With Buyback Capital (Ticker: GRND) 1:02:35

9d ago1:02:35

1:02:35

On this episode of Chit Chat Stocks, we talk with Buyback Capital about Grinder (TICKER: GRND), the leading LGBTQ dating app. We discuss: (12:45) Understanding Grindr's Unique Value Proposition (24:19) Monetization Strategies and Revenue Growth (31:56) Future Prospects and Advertising Opportunities (32:25) Navigating Risks in Dating App Development…

1
Misfit Monthly 3: Nobody Saw This Coming 42:05

12d ago42:05

42:05

Jason and Tyler discuss the importance of sound corporate governance, particularly during economic uncertainty such as tariffs. They emphasize conservative investment underwriting and evaluating management incentives. Tyler highlights two professional services firms, FTI Consulting and EXL Services, which can excel in shifting environments. Jason s…

1
Earnings Bonanza; Netflix and Hermes Reign Supreme; Stocks to Buy If The Market Crash Resumes 1:02:27

14d ago1:02:27

1:02:27

New release time! We are releasing the Power Hours Friday mornings going forward. 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: (03:51) Netflix Earnings Report Analysis (13:33) Impact of Tariffs on Big Tech (18:10) TSMC's Growth and Market Position (2…

1
AI, SaaS, and scaling from Poland | A conversation w/ the head of IR at Text S.A. 1:39:47

15d ago1:39:47

1:39:47

A conversation with Marcin Droba, Head of Investor Relations at Polish software company Text S.A. We talk about the company’s evolution from live chat to a full AI-powered suite, the power of SaaS, and why Poland might just be one of Europe’s most underrated tech hubs. Marcin shares what it's like to work at a fast-scaling tech company, how they ba…

1
150. Ben Carlson Unscripted 52:18

16d ago52:18

52:18

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influen…

1
Li Lu - The Chinese Warren Buffett (How He Finds 100 Baggers) 58:27

16d ago58:27

58:27

Li Lu is the only investment manager Charlie Munger gave outside capital to. He has invested in multiple 100 baggers in China and introduced BYD to Warren Buffett. On this episode, we discuss: (00:00) Introduction to Li Lu: The Mysterious Investor (04:45) Li Lu's Fascinating Background and Early Life (09:35) The Formation of Himalaya Capital and In…

1
EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On 1:04:03

22d ago1:04:03

1:04:03

We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning. On this episode, we discuss: (03:36) Portfolio Impacts of Tariffs (06:32) Direct and Secondary Effects on Compani…

1
A nerdy UK compounder with software-like margins | w/ Secret Sauce Investing | Free Games Workshop Fundamental Analysis 53:14

22d ago53:14

53:14

What makes a company truly unique? Is it the product, the business model, or the way it captures its customers? Games Workshop might just be one of the most fascinating case studies in all three. Describing Games Workshop simply as a creator and seller of plastic miniatures would be an understatement. It sells a world, a feeling, a sense of belongi…

1
149. How to Be a Tariffic Investor 55:36

23d ago55:36

55:36

Jason and Jeff discuss the current market volatility amidst new tariff announcements by President Trump, providing real-time reaction to the whipsaw market behavior and share their strategies for navigating this uncertain period. Jason details his use of options to manage risk and build positions, while Jeff focuses on sticking to his established i…

1
S&P Global: A Capital-Light Compounder At the Heart of International Finance (Ticker: SPGI) 55:40

23d ago55:40

55:40

On this episode of Chit Chat Stocks, Ryan gives a pitch on S&P Global (ticker: SPGI), one of the highest quality businesses in the world. We discuss: (03:33) Historical Overview of S&P Global (11:44) Business Segments of S&P Global (12:47) The Ratings Segment and Its Moat (18:52) Software and Market Intelligence (24:46) Commodities and Mobility Seg…

1
National "Liberation" Day; OpenAI's $40 Billion Investment; Wait, Trevor Milton Got Pardoned? 1:04:25

26d ago1:04:25

1:04:25

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:15) Elon Musk's Business Moves (06:21) AI Developments and Industry Dynamics (09:38) SoftBank and OpenAI Partnership (12:38) Dollar Tree's Strategic Shift (18:24) Spotify vs. Music Labels (31:45) Mark…

1
First Fridays 18. April 2025 1:05:16

27d ago1:05:16

1:05:16

It’s the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications for investors. They emphasize sticking to tried-and-true investment frameworks, especially amidst market volatility. They also dive into recent IPO CoreWeave and talk about the Q1 winner of the 2025 port…

1
Why Heico will become a 1000-bagger stock 9:06

29d ago9:06

9:06

A quiet compounder with 86,000% returns since 1990? Heico is one of the most remarkable compounders of our time, yet it 'flies' under the radar to many. What’s their secret and could it still become a 1000-bagger? In this episode, we break down: 🚀 Why Heico dominates their industry 🛠️ The secret sauce behind their success and business model 📈 Why i…

1
148. March 2025 Mailbag (In April. Because of February) 54:27

1M ago54:27

54:27

Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternati…

1
Medpace Holdings: An Undiscovered High Quality Biotech Stock, With Luis Sanchez (Ticker: MEDP) 49:47

1M ago49:47

49:47

On this episode of Chit Chat Stocks, Brett and Ryan speak with Luis Sanchez to discuss Medpace Holdings (Ticker: MEDP). We discuss: (00:00) Introduction to MedPace Holdings (10:51) Understanding the CRO Business Model (21:54) Medpace's Unique Positioning and Growth (33:05) Industry Trends and Future Outlook (42:16) Leadership and Company Culture (4…

1
Buffett's Dominant Performance; MicroStrategy's Blatant Ponzi Scheme; Collateralized Burrito Loans? 1:05:07

1M ago1:05:07

1:05:07

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:13) IPO Market Insights (06:19) Collateralized Burrito Obligations Explained (09:24) Klarna's Financials and Business Model (12:34) eToro's Public Offering and Business Model (15:26) Nike's Struggles …

1
Stocks Unscripted: The Trade Desk (TTD) 25:42

1M ago25:42

25:42

Jason and Jeff discuss The Trade Desk (TTD). They delve into the company's recent quarterly underperformance, the reasons behind its stock drop, and their approach to decision-making in turbulent times. 00:20 Savvy Trader Portfolio Overview 01:15 Focus on The Trade Desk 02:37 The Trade Desk's Recent Performance 04:26 Understanding The Trade Desk's …

1
Buffett and Munger Unscripted | Interview w/ author Alex Morris on investing and timeless lessons 42:17

1M ago42:17

42:17

Today’s episode is a real treat. We sit down with Alex Morris, the founder of TSOH Investment Research and the author of Buffett and Munger Unscripted. If you’ve ever wondered what it’s really like to study two of the greatest investors of all time, beyond the quotes, beyond the headlines, this is the conversation for you. In this episode, Alex ope…

1
147. Investing in Housing 58:52

1M ago58:52

58:52

Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and addre…

1
Nu Holdings: The Best Fintech Stock In The World? (Ticker: NU) 1:09:57

1M ago1:09:57

1:09:57

On this episode of Chit Chat Stocks, Brett gives a research report on Nu Holdings (ticker: NU). We discuss: (04:08) The Founding Story of Nu Holdings (07:31) Personal Anecdotes and User Experience in Banking (11:53) Management Team and Leadership Insights (18:44) Business Model Overview of Nu Holdings (31:12) Geographic Opportunities: Brazil and Me…

1
5 Stocks At Their Lowest Valuations Ever; Google's Big Bet on Wiz; Ryan's Michael Saylor Experience (GOOG, NVDA, MSTR, + More) 1:05:17

1M ago1:05:17

1:05:17

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (04:16) Google's Major Acquisition of Wiz (20:19) Stocks at Their Lowest Valuations (30:38) Evaluating Hyperscalers: Amazon, Google, Meta, Microsoft (33:11( The Wild Card of Nvidia (34:14) Exploring Small…

1
Investing is a game of contradictions 14:57

1M ago14:57

14:57

What if I told you that in investing, black-and-white thinking is your biggest enemy? That the market can be overpriced… and still keep going up. That a stock can look expensive… and still be a bargain. That the safest-looking company… might be the riskiest bet on the board. In this episode, we dive deep into the strange, frustrating, and fascinati…

1
146. Lessons For Younger You 47:45

1M ago47:45

47:45

Jason and Jeff discuss the financial lessons they wish they could share with their younger selves. Topics include the importance of understanding compounding interest, automating investments, paying yourself first, and avoiding the pitfalls of cashing out retirement accounts early. They also explore income strategies, mindful spending, and the need…

1
The Magic of MercadoLibre With Brian Stoffel (Ticker: MELI) 52:25

1M ago52:25

52:25

On this episode of Chit Chat Stocks, we talk with Brian Stoffel from Stock Investing Mentor on all things MercadoLibre (ticker: MELI). We discuss: (04:22) The Evolution of Mercado Libre's Business Model (07:21) Competitive Landscape: Mercado Libre vs. Amazon (10:34) E-commerce Penetration in Latin America (13:22) The Role of Mercado Pago in E-comme…

1
What a century old Artic expedition and investing have in common 10:11

2M ago10:11

10:11

Imagine battling brutal cold, starvation, 1000s of miles from home, facing the unknown. Over 100 years ago, two teams set out on a treacherous journey to discover the Arctic, but only one team made it back alive. Their secret was a strategy that also happens to be the key to successful investing. In this episode, we reveal the surprising parallels …

1
Rough Cut 13: Is It Over? 10:19

2M ago10:19

10:19

The S&P 500 hit correction territory last week...and then we had two "green" days in a row? So is the bad part over? ***************************************** Rough Cut theme by Tom McGovern: https://www.tommcgovern.com/ ***************************************** We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.…

1
14 Growth Stocks In a 30% Drawdown; Delta's Dire Warning; Did Buffett Call The Top? (RELY, DAL, BRK) 1:02:28

2M ago1:02:28

1:02:28

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:41) Analyzing Short Reports and Company Trustworthiness (16:28) Concerns from the Short Report (21:14) Market Turmoil and Stock Performance (25:15) Recession Impacts on Holdings (34:25) Delta Airlines…

1
Misfit Monthly 2: The Too Hard Pile 44:13

2M ago44:13

44:13

In the second episode of Misfit Monthly by Investing Unscripted, Jason and Tyler explore the concept of the 'too hard pile' in investing—companies and sectors that are challenging to understand or outside one's expertise. They discuss the value of intellectual curiosity, the importance of knowing one's limits, and strategies to gradually expand one…

1
A company more exclusive than Hermès and Ferrari | The world’s most exclusive business 10:11

2M ago10:11

10:11

Luxury handbags and supercars are exclusive, but nothing compares to this ultra-luxury business. In this episode, we dive into The Italian Sea Group, one of the world’s most prestigious yacht builders, crafting vessels that cost more than entire skyscrapers. We’ll explore: Why the ultra-wealthy are immune to market downturns. How this company compa…

1
145. Being Honest About Your Stocks 53:09

2M ago53:09

53:09

Jason and Jeff delve into an honest discussion about stocks in their portfolios. The focus is on Enphase, Live Oak Bank, Ryman Hospitality Properties, and MercadoLibre, analyzing their performance, core business operations, key performance indicators, and potential risks. They discuss their investment theses and whether they would buy these stocks …

1
We Force Ranked Our Personal Portfolios (CPNG, RELY, PM, OMAB, PAC + More!) 1:10:53

2M ago1:10:53

1:10:53

On this episode of Chit Chat Stocks, Brett and Ryan each force-rank their personal portfolio stocks from least favorite to top stock they'd buy today. We discuss: (03:46) Ranking Stocks: Methodology and Approach (05:15) Stock Analysis: Semrush and Autodesk (07:38) Ally Financial: Challenges and Future Outlook (11:31) Middle of the Pack: Adobe, O'Re…

1
Rocket Lab Review; Nu Holdings + CoreWeave Analysis; Alphabet Is Cheap Again? (RKLB, NU, GOOG) 1:04:47

2M ago1:04:47

1:04:47

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:16) Analyzing Google's Stock Performance (14:38) Waymo's Growth and Future Potential (20:29) CoreWeave's Impressive Growth and IPO Discussion (31:24) Navigating Market Dynamics and Investment Strategi…

1
First Fridays 17. March 2025 1:04:29

2M ago1:04:29

1:04:29

In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They address audience questions, discuss their most recent stock purchases (Costco for Jeff), and touch upon the use of AI for stock research. Join us on the first Friday of the month (usually) live on You…

1
INVESTING UNSCRIPTED: Back To Basics 1:06:12

2M ago1:06:12

1:06:12

Today, we bring you an episode from our friends at the Investing Unscripted Podcast. This episode is titled "Back to Basics." We hope you give it a listen. FOLLOW THE INVESTING UNSCRIPTED PODCAST WHEREVER YOU GET YOUR PODCASTS Spotify: https://open.spotify.com/show/7mbqwY9bh2JeNAOi7rBDRo Apple Podcasts: https://podcasts.apple.com/us/podcast/investi…

1
A 170-year-old French compounder | w/ Heavy Moat Investments | Free Robertet Fundamental Analysis 53:09

2M ago53:09

53:09

In this episode, we teamed up with Heavy Moat Investments to dive deep into one of the most intriguing and unfamiliar companies in the stock market. As a family-led company with over 170 years of expertise, Robertet has carved out a unique position as a leader in 100% natural ingredients, supplying premium brands across the food, beverage, and cosm…

1
144. Do You Even Valuation, Bro? 52:04

2M ago52:04

52:04

Jason and Jeff delve into the complexities of stock valuation. They examine valuation metrics such as price-to-sales, price-to-earnings, and price-to-free cash flow, discussing how they can provide critical insights into investment decisions. They also highlight the importance of considering both historical and forward-looking financial data, and h…

1
Nelnet Stock: An Update On Our Baby Berkshire Investment (Ticker: NNI) 1:09:25

2M ago1:09:25

1:09:25

On this episode of Chit Chat Stocks, Brett and Ryan give a comprehensive update on Nelnet after reading its 2024 annual report and shareholder letter. We discuss: (03:31) Overview of Nelnet's Business Model (08:43) Financial Services Segment Analysis (24:01) Nelnet Business Services: A High-Quality Business (39:40) Investments and Future Prospects …

1
Celsius Buys Alani Nu; Coupang's Increasing Momentum; MicroStrategy Meltdown (CELH, CPNG, PTLO) 1:04:07

2M ago1:04:07

1:04:07

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:18) Celsius Acquisition and Market Dynamics (06:26) Coupang Earnings and Growth Potential (15:29) Costco Valuation Insights (24:24) Comparing Booking Holdings and Airbnb (32:42) Airbnb's Growth Potent…

1
How Greggs took over Britain | One sausage roll at a time 9:29

2M ago9:29

9:29

Greggs went from a small-town bakery in Newcastle to a Britisch cultural icon, selling millions of sausage rolls a week and even outselling Starbucks 2x in coffee. But how did they do it? In this episode, we break down the strategy that made Greggs a household name, why their business model works so well, and whether they can keep growing, or if th…

1
143. February 2025 Mailbag 49:46

2M ago49:46

49:46

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing st…

1
Mastering Microcap Investing With Whit Huguley of River Oaks Capital 1:13:58

2M ago1:13:58

1:13:58

On this episode of Chit Chat Stocks, we talk with Whit Huguley of River Oaks Capital on all things microcap investing. We discuss: (11:01) The Importance of Due Diligence (21:41) Idea Generation and Research Process (32:42) Suggestive Investing and Capital Allocation (37:58) Understanding Margin of Safety in Micro Caps (39:01) The Importance of Sug…

1
Buffett's Beer Investment; Airbnb's Blockbuster Earnings; 13F Buys and Sells (ABNB, STZ + More!) 1:03:54

2M ago1:03:54

1:03:54

The Investing Power Hour is live-streamed every Wednesday on the Chit Chat Stocks Podcast YouTube channel at 1:30 PM EST. This week we discussed: (03:14) Investor Sentiment: Fear and Greed Index (06:28) Analyzing Super Investor Buys and Sells (09:28) The Case of Chinese Stocks: Pinduoduo and Others (12:37) Earnings Reports and Company Valuations (1…

1
What's going on with Celsius stock? | The good, the bad and the $1.8 billion question 14:47

2M ago14:47

14:47

Celsius stock has been on a rollercoaster. It’s down 65% from its peak, but also up nearly 60% since February. What’s going on? In this episode, we break down the good, the bad, and the $1.8 billion question: Celsius’ acquisition of Alani Nu. Is this a strategic move to expand its market share, or a desperate attempt to keep growth alive? We’ll tal…

Podcasts Worth a Listen

Chit Chat Stocks Podcasts

Podcasts Worth a Listen