Researching stocks so you don't have to. For new listeners, expect episodes in your feed every Wednesday and Friday. Hosted by Ryan Henderson and Brett Schafer.
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Chit Chat Stocks Podcasts
Welcome to The Dutch Investors podcast, where we make investing practical, fun and approachable. Our goal is simple: to educate and inform you about the fascinating world of investing. Each episode, we explore unique companies, industries, and concepts to give you a clear path in your investing journey. Join us for timeless insights, stories, and a dose of Dutch wisdom to become a more confident and educated investor.
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Stuart and Jimmy simply answer your knitting (and sometimes crochet) questions that you submit. That simple. No chit chat, just question and answer for half hour. Stuart has 9 years of experience running a yarn shop and Jimmy is a prolific knitter and knitwear designer, so we have most bases covered between us and if not, Stuart can ask many of his experienced knitters who come to his shop to get your answers! Do you have questions about yarn? Yarn weight? Brands? Patterns? Stuck on a patter ...
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swyx's personal picks pod. Weekdays: the best audio clips from podcasts I listen to, in 10 minutes or less! Fridays: Music picks! Weekends: long form talks and conversations! This is a passion project; never any ads, 100% just recs from me to people who like the stuff I like. Share and give feedback: tag @swyx on Twitter or email audio questions to swyx @ swyx.io
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Nvidia’s Continued Ascent; Goodbye To Fed Independence; What Stocks Have True Pricing Power? $NVDA $NU $MELI $CAAP
1:02:57
1:02:57
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1:02:57The 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 (01:27) Deep Dive into Nvidia's Earnings (10:34) The Importance of Federal Reserve Independence (21:50) Market Reactions and Future Predictions (29:06) Autodesk Earnings and Market Imp…
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We just finished watching an outstanding piece from Dutch television on the global AI race and how it might play out, according to economist Andy Xie. Source: 1. (Dutch) VPRO Tegenlicht w/ Andy Xie 2. (English) Clarke and Dawe - Quantitative Easing You can also find us on: X @DutchInvestors Substack @The Dutch Investors Instagram @The Dutch In…
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Ep23: more on Italian bind off, Washing wool - conditioner? Strengthening a neckline
26:44
26:44
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26:44Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS What was Jimmy wearing? He is wearing his ENIGMATIC jumper - pattern out now! Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's S…
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Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought) $FICO $V $MA $SPGI + More
1:02:21
1:02:21
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1:02:21On this episode of Chit Chat Stocks, we continue our Super Investor series by covering Dev Kantesaria of Valley Forge Capital. The Buffett disciple has invested in huge winners over the last two decades including S&P Global, Fico, and Mastercard. We discuss: (03:37) Dev Kantesaria's Unique Background (06:20) Investment Philosophy and Approach (09:2…
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6 Growth Stocks That Just Turned Profitable; Brett's Hot Buffett Take; Latest Super Investor Buys: Plus, We Have a New Chamath SPAC
1:04:52
1:04:52
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1:04:52The 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: (01:05) Intel Nationalization and Government Involvement (10:01) Zoom Earnings Review and Market Position (15:37) Super Investors: 13F Season Insights (27:52) Warren Buffett's Investment in United Health (…
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Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing
47:36
47:36
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47:36In this episode of The Dutch Investors Podcast, we welcome back Sonny from Secret Sauce Investing to unpack the turbulence shaking the global spirits industry. From Diageo and Pernod Ricard to Campari, Brown-Forman, and even China’s behemoth Maotai, we explore why share prices have stumbled, whether the headlines are overblown, and if there’s a lon…
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Ep22: Blocking, Mid blocking & Men's Patterns and designs
20:40
20:40
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20:40Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS What was Jimmy wearing? His brand new finished PRADA Jumper - find more about it on his Youtube page. Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKn…
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He Called Palantir and Nvidia. Here's What He Thinks About Rocket Lab Stock Today (Ticker: RKLB)
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46:39On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB). Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss: (02:55) Rocket Lab's Methodical Approach to Space (05:14) The Neutron Rocket: A Game Changer?…
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6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV
1:03:53
1:03:53
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1:03:53The 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: (02:58) AI's Impact on Software Companies (11:52) Trends in Alcohol Consumption (21:02) Amazon's Grocery Delivery and Instacart's Challenges (30:41) Cava's Earnings and Restaurant Industry Trends (36:14) A…
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Value investing in the digital age, earnings power & tech moats | Interview w/ Adam Seessel
1:12:36
1:12:36
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1:12:36In this episode, we sit down with Adam Seessel, author of Where the Money Is and Founder and Managing Member, Gravity Capital Management, to unpack how value investing has evolved in the digital age. Adam shares his personal journey from journalism to Wall Street, and how it shaped his unique approach to investing. We dive into his "Value 3.0" fram…
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Ep21: The latest knit/crochet garments from the runways plus brioche and Jelly Roll Blankets
41:35
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41:35Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Want to see more from the runways for Spring Summer Menswear? Dior: Runway D&G: Runway Armani: Runway Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKn…
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Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today? (Ticker: DAVE)
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50:30On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE). They discuss: (03:48) The History of Dave: From SPAC to Recovery (08:56) Understanding the Business Model: Micro Lending Explained (16:15) Competition and Market Positioning: Who Does Dave Compete With? (16:54) Operati…
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LVMH Deep Dive | True luxury or premium? w/ Secret Sauce Investing
1:22:43
1:22:43
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1:22:43As many of our TDI members know by now, Siem has a soft spot for luxury businesses. Not necessarily because of the value they add to society (that’s up for debate), but more for what goes on behind the scenes: the psychology, the anti-marketing principles, the rich history, and all the intricate layers that make these companies so fascinating. In t…
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Remitly's Remarkable Gains; OpenAI Hits $500 Billion Valuation; Is Amazon Losing The Cloud Wars?
1:05:12
1:05:12
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1:05:12The 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: (02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis (12:19) Figma IPO: Valuation and Market Implications (28:38) Remitly's Growth Amidst Market Challenges (34:21) Evaluating Growth Potential in …
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The shared playbook of LVMH and Constellation Software
10:33
10:33
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10:33At first glance, LVMH and Constellation Software couldn’t be more different, one sells champagne and handbags, the other sells municipal tax software. But underneath, they share a surprisingly similar strategy. In this episode, we break down how both companies use the same disciplined playbook to scale without losing their touch. You can also find …
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Ep20: Swatching in the round, Changing Rib to stocking stitch & WIP chat
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20:17
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20:17Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's Shop The Woolpatch Website Jimmy on Ravelry…
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Carvana, Ally Financial, And Collapsing Consumer Lending? (Impact On Economy)
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58:46
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58:46On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss: (03:45) Exploring the Used Car Lending Market (07:10) Analyzing Ally's Position in the Ma…
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What Makes a Multibagger? (Interview with John Rotonti)
1:05:50
1:05:50
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1:05:50The 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 with special guest John Rotonti: (02:54) Navigating Market Challenges (05:57) The AI Spending Boom (08:54) Data Center Dynamics (12:00) Valuations and Market Trends (15:00) Speculation and Market Sentiment …
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Quality investing, optionality and conviction | Interview w/ Ryan Henderson
1:06:58
1:06:58
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1:06:58In this episode, we sat down with Ryan Henderson; investor, podcaster, and Head of Research at FinChat. Many of you might know him from Chit Chat Stocks or the AUM Podcast, but today, dive into (quality) investing. Here’s what we talk about in this episode: Quality investing Pros and cons of running a fund How to spot compounders The role of ethics…
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Ep19: Your first knitted garment, Choosing yarn for projects & Stuart and his Lavenham Blue
24:16
24:16
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24:16Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Your first ever top down jumper recommendations. https://tincanknits.com/pattern/flax-worsted?g=12 https://tincanknits.com/pattern/love-note?g=1 https://www.ravelry.com/patterns/library/in-stillness-2 http…
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Oscar Health Stock: Undervalued or Overhyped? (Ticker: OSCR)
1:04:15
1:04:15
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1:04:15On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR). We discuss: (03:05) Understanding the Affordable Care Act (05:57) Oscar Health's Business Model and Market Position (09:03) User Experience in Health Insurance (12:15) Profitability Challenges in Health Insurance (15:42) Oscar Health's Growth and Mark…
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Ep18: more on Italian bind off, Jimmy and designing & Raglan jumpers
26:26
26:26
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26:26Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS We talked about Raglan Jumpers and mentioned a couple of designers who make great Raglan Patterns Alicia Plummer (Stuart has knitted 'In Stillness 2) https://www.ravelry.com/patterns/sources/two-little-plu…
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Google's Monster AI Growth; $TSLA Wobbles; Chipotle's Plunge; $OPEN and The Return of Meme Stocks
1:04:34
1:04:34
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1:04:34The 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: (01:24) Meme Stocks and American Eagle (03:02) Alphabet's Earnings Report (23:24) Philip Morris: Market Trends and Performance (29:00) OpenDoor: A Meme Stock Analysis (36:59) Tesla: Market Reactions and In…
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Strategic mediocrity, owner mindset & conviction | Interview w/ Dan Shuart from Eagle Point Capital
1:05:46
1:05:46
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1:05:46What does it take to be a great investor? In this episode, we sit down with Dan Shuart, founder of Eagle Point Capital, to explore a refreshing and grounded approach to long-term investing. Dan shares the philosophy behind his fund, why he embraces strategic mediocrity instead of chasing perfection, and how conviction, patience, and an owner’s mind…
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Leandro From Best Anchor Stocks Returns To Pitch An Underfollowed Biopharma Winner (Stevanato, Ticker: STVN)
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53:01
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53:01On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed: (00:00) Introduction and history (04:31) Understanding the Pharmaceutical Supply Chain (07:30) Exploring Business Segments (12:06) High Value Products vs. Bulk Products (14:24) The Impact of AI…
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Meta's $100 Billion AI Bet; Will Jerome Powell Be Fired? Nvidia Sells China; Earnings Season Kickoff (NFLX, ASML, TSM, IBKR)
1:04:21
1:04:21
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1:04:21The 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) ASML Analysis and Market Volatility (09:56) Taiwan Semiconductor's Growth and Market Position (17:26) Netflix's Earnings and Business Model (25:00) Bubble Watch: Meme Stocks and Market Valuations (…
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6 lessons from 6 companies we analyzed | From toxic waste to billion dollar companies
19:46
19:46
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19:46From luxury giants to toxic waste monopolies, this episode unpacks what we learned from analyzing six radically different businesses: LVMH Mo-Bruk Games Workshop Portillo's Hims & Hers Health Microsoft Some are glamorous, some are ugly, and one was literally built in a basement, but each one reveals something essential and useful. Something we can …
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Ep17: Fixing a cable, altering length of sleeves & Italian cast off
33:28
33:28
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33:28Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Want to see the master knitter Roxanne Richardson fix cables? https://youtu.be/s1pQrUZttzk?si=ws3GEYuFnht2WHB4 And her whole cable playlist https://youtube.com/playlist?list=PL1AZxTfSCe2fMsVTfjwtXLYO6m83GE…
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Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB)
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1:05:04
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1:05:04On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB), the Uber and DoorDash (and more?) of Southeast Asia. We discuss: (02:20) The Birth of a Super App (09:23) Grab's Business Model Evolution (23:40) Expanding Services: Delivery and Beyond (30:59) Financial Services: A New Frontier (34:10) Growth and Ris…
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Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030?
1:02:41
1:02:41
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1:02:41The 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: (02:06) Delta Earnings and Consumer Spending Insights (08:01) Recent Stock Purchases (22:52) Taiwan Semiconductor: A New Investment Perspective (27:23) Predictions for the Largest Company by 2030 (33:27) A…
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Ep16: British Wool, Pre-washing yarn and repairing your knitwear
26:45
26:45
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26:45Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's Shop The Woolpatch Website Jimmy on Ravelry…
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The multibagger playbook | Interview w/ 100-bagger hunting | Part 2
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50:58In Part 2 of our conversation with Kevin Schoovaerts, founder of 100-Bagger Hunting, we go beyond mindset and conviction, and straight into the systems, tools, and frameworks that enable multi-bagger research. We discuss how to assess the quality of management (and why it's often overlooked), what great capital allocation looks like, and how geogra…
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A Fintech Expert On Stablecoin Disruption And The Future Of Digital Payments
58:22
58:22
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58:22On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss: (01:29) Understanding Stablecoins: Definition and Functionality (07:08) The Future of Stablecoins: Potential Applications (08:10) Impact on Remittances and Cross-Border P…
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The soldiers who didn't shoot | A story of war, humanity, and the cost of pessimism
8:32
8:32
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8:32Sometimes, the most powerful investing lessons don’t come from balance sheets or business books, they come from unexpected places. It’s a story about war, humanity, and a surprising truth that challenges what we think we know about people, and ourselves. What does it have to do with investing? More than you might think. You can also find us on: X …
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Buying OpenAI With Robinhood's Tokenized Trading; Figma's S-1 Drop; Tesla's Dire Situation?
1:03:04
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1:03:04The 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: (03:00) Figma's IPO and Market Position (13:10) Tesla's Delivery Numbers and Market Challenges (28:03) Robinhood's Tokenized Trading and Market Implications (30:59) Understanding OpenAI Tokens and Their Im…
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Ep15: How to pick up stitches, Intarsia Chat and How easy is it to adapt a knitting pattern?
34:58
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34:58Thank you for listening. If you would like to submit questions for future shows then fill in our little google form below. SUBMIT YOUR QUESTIONS Our Links Youtube Stuart | The Woolpatch JimmyDoesKnitting Instagram Stuart | The Woolpatch JimmyDoesKnitting Online Stuart's Shop The Woolpatch Website Jimmy on Ravelry…
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The art of finding multibaggers | Interview w/ 100-bagger hunting | Part 1
1:06:12
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1:06:12In this first part of our conversation with Kevin Schoovaerts, the founder of 100-Bagger Hunting, we uncover the mindset and methods behind identifying life-changing investments. Kevin shares how his engineering background led him to embrace the complexity of markets, why he believes most investors overlook multibaggers. We explore how to develop t…
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4 Hot IPO Stocks To Watch In 2025 (Circle Internet Group, CoreWeave, Chime, And eToro Group)
1:06:29
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1:06:29On this episode of Chit Chat Stocks, we speak with Tyler Crowe of the Motley Fool and Misfit Alpha newsletter, diving into some recent IPO stocks that have hit the market. We discuss: (00:00) Introduction to IPOs and Misfit Alpha (02:15) CoreWeave: Business Model and Market Position (CRWV) (12:40) Chime Financial: Disrupting Traditional Banking (CH…
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The State of AI Software; Tesla Robotaxi Launch: Hims & Hers vs. Novo Nordisk (TSLA, HIMS)
1:04:12
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1:04:12The 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: (03:38) The Evolution of AI and Its Impact (08:10) Identifying Opportunities and Risks in AI (12:42) The Future of Equity Research with AI (19:08) Market Reactions and Business Models (25:58) Hims and Hers…
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Investing in Asian equities and markets | Interview w/ The Asia Economist
1:22:51
1:22:51
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1:22:51In this episode, we sit down with Michael Spencer, founder of Temple Street Advisors and the voice behind The Asia Economist. Michael has lived in Singapore for over 25 years and brings decades of experience studying Asian equities, markets, and macro trends from the inside out. We cover a wide range of topics, from shifting global dynamics to over…
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4 Best Founder Led Stocks (How They Beat The Market) -- SPOT, META, NVDA, WISE
1:02:24
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1:02:24On this episode of Chit Chat Stocks, we dive into four stocks led by founders, and why these companies are so successful in creating value for shareholders. We discuss: (02:57) Spotify: A Case Study in Founder Leadership (14:51) Meta Platforms: The Evolution of a Founder-Led Giant (31:51) Nvidia: A Founder’s Vision and Strategy (47:04) Wise: The Fu…
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Will Stablecoins Kill Visa? Plunging Alcohol Stocks; Exciting Space Stock IPOs (BFB, V, MA, CRCL)
1:03:29
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1:03:29The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. With Ryan out, we brought in Jason and Jeff from Investing Unscripted to the show. This week we discussed: (02:31) Exploring Stable Coins (05:39) Benefits and Downsides of Stable Coins (11:33) The Future of Payment Processing (17…
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Mental models every investor should know | Causation vs Correlation | Part 3
10:21
10:21
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10:21Every time the church bells ring, a dog barks. Coincidence? Maybe. Or maybe there's something else going on entirely. In this episode, we explore one of the most misleading tricks our minds play on us, confusing correlation with causation. From shark attacks and ice cream to investing mistakes and marketing myths, we unpack why spotting patterns is…
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The Real Brokerage: The Fastest Growing Company We've EVER Covered On The Podcast (Ticker: REAX)
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1:02:31In this episode of Chit Chat Stocks, Brett dives into a research report on a small stock with a market cap below $1 billion: The Real Brokerage (Ticker: REAX). It has grown its revenue by 100x in the last six years, making it the fastest-growing company we've ever researched. We discuss: (00:00) Introduction to [X company] (04:01) Understanding Tra…
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Did AI Kill Adobe? Meta's $14 Billion Talent Acquisition; Remittance Legislation Threat $RELY $WISE
1:02:52
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1:02:52The 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: (03:20) Exploring the Remittance Market (06:26) The Impact of Taxation on Remittances (09:37) Warner Brothers Discovery's Strategic Split (12:38) Meta's AI Acquisition and Market Positioning (35:40) OpenAI…
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Welcome back to The Dutch Investors Podcast. If you enjoyed Part 1, you’re going to love this one. In Part 2, we’re diving deeper into the mental models that can reshape how you think. How you think matters more than you think. These aren’t just “nice to know” concepts—they’re powerful tools. They’ll help you make smarter bets and avoid traps most …
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Joel Greenblatt: The Intersection Of Quality And Value (Magic Formula For Stocks)
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1:03:39On this episode of Chit Chat Stocks, we research Joel Greenblatt and what we can learn from the investor who put up 50% annualized returns before fees for Gotham Capital. We discuss: (02:55) Who is Joel Greenblatt? (08:34) Gotham Capital's Performance (11:36) Special Situations Investing (12:34) Understanding Spin-Offs (19:30) Mergers and Arbitrage…
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Trump/Musk Breakup + Tesla Fallout; $LULU Earnings Reaction; What Is Up With Nuclear Energy Stocks?
1:01:05
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1:01:05The 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: (10:26) Exploring Undervalued Stocks (26:29) Investment Strategies and Market Trends (31:40) The Limitations of 401(k) Investment Options (33:44) Exploring Companies with Pricing Power (38:02) Consumer Pri…
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Quality investing, moats and valuation | Interview w/ Niklas from Heavy Moat Investments
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56:40In this episode, we're joined by Niklas, the mind behind Heavy Moat Investments. A self-taught investor and software developer from Southern Germany, We delve into: The origins and philosophy of Heavy Moat Investments Defining a quality company How to identify a durable competitive advantage Signs of great capital allocators His research process Ap…
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They Pitched Tesla and Nintendo In 2018. Now, They Are Bullish On AST SpaceMobile Stock (Ticker: ASTS)
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1:04:15On this episode of Chit Chat Stocks, we speak with Ryan O'Connor of Crossroads Capital and Toan from 10West Advisors on AST SpaceMobile Stock (ticker: ASTS). Toan pitched Tesla in 2018, and Ryan pitched Nintendo. Both stocks have crushed the market from then until today. Since both are sharp investors, we wanted to bring them back on to get their p…
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