Best Chit Chat Stocks Podcasts (2025)

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Drafting Our Dream Portfolios; 6 Quality Stocks At Record Low Valuations; A Friday 8-K For The Ages 56:50

Play Pause

1h ago56:50

56:50

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: (00:00) Introduction (01:48) Dream Portfolio Game (03:05) Criteria for Selecting High-Growth Companies (06:17) Drafting the Best Companies at 15x Earnings (24:17) Final Picks and Honorable Mentions (30:39)…

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#68 | 5 lessons from history on things that never change | Same as Ever - Ep. 1 18:03

4d ago18:03

18:03

In #68 – Things that never change | Same as Ever, Ep. 1, we start a short series based on one question: what still holds true, no matter how much the world changes? Instead of guessing what comes next, this episode looks at human behavior, risk, and decision-making through a longer lens. It’s about the patterns that stay the same across generations…

1
Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE, CP, And...?) 55:13

2d ago55:13

55:13

On this episode of Chit Chat Stocks, we discuss legendary investor Chris Hohn, who has run TCI Fund Management for over 20 years. TCI has beaten the market for two decades, putting Hohn and the small team of investors in rarified air in the investing world. How does he do it? We discuss: (00:00) Introduction (19:18) Focus on Infrastructure Investme…

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Michael Burry v. NVIDIA; Thanksgiving Turkey Stocks; Is It Time To Sell Alphabet? $GOOG $NVDA 1:04:15

7d ago1:04:15

1:04:15

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: (00:00) Introduction (21:42) Alphabet's Resurgence: The AI Narrative Shift (38:02) Amazon's Competitive Edge: A Moat Like No Other (39:50) Thanksgiving Turkey Characteristics in Companies (48:25) Legacy Co…

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#67 | Lessons from the Wright Brothers | Patience, progress & the compounding of conviction 7:51

10d ago7:51

7:51

Imagine inventing something that changes the world, and no one notices. A story of failure, patience, and conviction. This episode unpacks one of history’s greatest breakthroughs, and what it reveals about success, timing, and the way progress happens. Sometimes, the biggest revolutions begin in complete silence. You can also find us on: X ⁠@DutchI…

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Our Top 5 International Stocks for 2026 1:02:57

9d ago1:02:57

1:02:57

*****Apologies for some scratchy audio from Brett's mic on this episode***** On this episode of Chit Chat Stocks, we dive into five international stocks (outside of the United States) on our radar for 2026. We discuss: (00:00) Introduction (03:22) Honorable Mentions and Market Insights (03:52) Grupo Aeroportuario del Sur: A Case Study (15:38) Grab …

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Nvidia's Blowout Earnings; MicroStrategy's Meltdown; Is Hims & Hers Stock a Buy? $NVDA $MSTR $HIMS 1:07:11

16d ago1:07:11

1:07:11

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: (00:00) Introduction (22:56) Adobe's Acquisition of Semrush (27:22) AI Winners vs. Losers: SaaS Valuation Divergence (35:10) AI and Software Development: Enhancing Creativity (38:20) Becton Dickinson: A Sp…

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#66 | Lesson from Charlie Munger and Warren Buffett on value investing | Superinvestors Ep. 1 21:44

18d ago21:44

21:44

In this first episode of our Lessons from the Superinvestors series, we explore how Warren Buffett and Charlie Munger think about (value) investing. We revisit some of their timeless principles and dive into what value investing really means, straight from their own words. You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Investors⁠…

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Ian Bezek Returns To Talk Argentinian, Chilean, and Colombian Stocks + The Return of Free Markets In Latin America? 56:27

16d ago56:27

56:27

On this episode of Chit Chat Stocks, Brett and Ryan speak with recurring guest and Latin American correspondent Ian Bezek of Ian's Insider Corner about why he is interested in Argentinian, Chilean, and Colombian stocks at the moment. We discuss: (00:00) Introduction (02:38) Argentina's Economic Landscape Post-Election (05:02) Currency Challenges an…

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Michael Burry’s AI Short Bet; Q3 Fallen Angels; Earnings Round-Up ($RELY, $CPNG, $SFM, $MNDY + More) 1:06:11

21d ago1:06:11

1:06:11

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: (00:00) Introduction (00:59) Investing Insights from Japan (02:23) Deep Dive into Remitly Earnings (11:43) Fallen Angels: Stocks in Decline (17:15) Monday.com: Earnings and Market Reaction (23:50) Apple's …

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#65 | Liquor, Ladies & Leverage | The three L’s that ruin great men 13:48

25d ago13:48

13:48

It’s one of Charlie Munger’s most famous warnings, and for good reason. In this episode, we talk about the three temptations that have destroyed more careers, fortunes, and reputations than bad luck ever could. What separates those who keep their heads from those who lose it all? You can also find us on: X ⁠@DutchInvestors⁠ Substack ⁠@The Dutch Inv…

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Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals) 1:06:20

23d ago1:06:20

1:06:20

On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X. We discuss: (00:00) Introduction (02:45) The AI Trade (15…

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#64 | Alphabet Deep Dive | Other bets & Valuation w/ Secret Sauce Investing | Part 2 23:06

29d ago23:06

23:06

In this second half of our conversation with Sonny from Secret Sauce Investing, we wrap up our 90-minute deep dive into Alphabet by tackling the parts most investors overlook: Waymo, Other Bets, and valuation. We break down whether autonomous taxis could become Google’s next multi-billion-dollar business, how to think about Alphabet beyond just sea…

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Nu Holdings: The Best Banking Stock Globally? With Dave Ahern 48:58

28d ago48:58

48:58

On this episode of Chit Chat Stocks, we speak with Dave Ahern of the Investing For Beginners Podcast. We discuss how Nubank has come to dominate the online banking space in Latin America. We explore their innovative digital banking model, growth strategies in Brazil and Mexico, potential expansion into other Latin American markets, and the implicat…

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#63 | Alphabet Deep Dive | Will AI destroy Google’s search empire? w/ Secret Sauce Investing 1:06:43

1M ago1:06:43

1:06:43

Google helped spark the modern AI revolution. Yet today, many believe it’s been overtaken by younger, scrappier rivals. How did the original AI pioneer end up playing defense? We explore what Google really has under the hood and whether its position is misunderstood, or genuinely in danger. Follow Secret Sauce Investing You can also find us on: X ⁠…

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The Complete Investment Checklist with John Rotonti 1:01:23

1M ago1:01:23

1:01:23

On this episode of Chit Chat Stocks, we speak with recurring guest and Bastion Fiduciary Portfolio Manager John Rotonti on what a complete investment checklist looks like. We discuss: (00:00) Why have an investment checklist? (06:13) Questions to ask in the research process (19:02) Flexibility in Investment Analysis (23:30) Overriding the Checklist…

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6 Hidden Suppliers For The AI Boom; Microsoft's OpenAI Gains; Amazon and UPS Layoffs As Recession Indicators? 1:06:14

1M ago1:06:14

1:06:14

The Investing Power Hour is live-streamed every Thursday on the Chit Chat Stocks Podcast YouTube channel at 5:00 PM EST. ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presente…

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#62 | Interview w/ Nedap CEO Ruben Wegman | The end of an era 42:49

1M ago42:49

42:49

After 16 years leading Nedap, CEO Ruben Wegman is preparing to step aside out of necessity. Diagnosed with Parkinson’s disease in 2018, Ruben has decided it’s time to hand over the reins of one of the Netherlands’ most respected technology companies. In this conversation, Ruben reflects on his journey, from joining Nedap in the 1990s to transformin…

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Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race 1:04:04

1M ago1:04:04

1:04:04

On this episode of Chit Chat Stocks, we speak with recurring guest and Big Tech expert Rihard Jarc on the race in artificial intelligence (AI). We discuss: (00:00) Introduction (02:00) Amazon's AI Strategy and Anthropic Relationship (10:14) Google's Competitive Edge in AI (19:26) Meta's AI Monetization Strategies (28:24) Microsoft's Azure and AI Wo…

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Tesla Earnings Reaction, Betting On $HIMS, Google's AI Dominance, And An Asymmetric Opportunity In MGM With Travis Hoium 1:05:22

1M ago1:05:22

1:05:22

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 with special guest Travis Hoium: (00:00) Introduction (04:00) Tesla Earnings and EV Market Analysis (10:12) Opportunities in the EV Space: Lyft and Uber (12:45) General Motors and Rivian: Financial Insights…

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#61 | 3 Lessons from Prosus and Tencent | The art of capital allocation 13:17

1M ago13:17

13:17

Prosus is one of the most misunderstood companies in Europe, a Dutch holding giant whose fortune is tied to Tencent, one of China’s most powerful tech empires. In this episode, we unpack what happens when a great asset sits inside a complex structure, why the market discounts it, and what investors can learn from it. Three timeless lessons on capit…

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Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value) 1:04:12

1M ago1:04:12

1:04:12

On this episode of Chit Chat Stocks, we speak with Michael Fritzell of Asian Century Stocks. We discuss why investors should consider investing in Asia, and then go through a case study of a cheap stock he has covered on the newsletter. (00:00) Introduction (03:41) Investing in Asia: Opportunities and Risks (07:16) Stock case study (17:09) Investin…

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Swyx on Cognition and The Meaning of Life 48:19

2M ago48:19

48:19

a surprisingly good quality dense chat with Delta Institute https://www.youtube.com/watch?v=CYr1mSDNqKMBy Swyx

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Our 6 Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth 1:06:55

2M ago1:06:55

1:06:55

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: (00:00) Introduction (02:02) Earnings Season Insights (05:49) Taiwan Semiconductor's Performance (11:45) Growth Stock Discussion Begins (18:02) Top Growth Stocks (41:41) Cash Levels and Market Sentiment (4…

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#60 | Adyen Deep Dive | Who will win in payments? | By TDI-founders Bouke and Mathijs 1:17:29

2M ago1:17:29

1:17:29

Become a TDI-member! Use code: GIFT50 on checkout for 50% discount (for life!) -- Adyen has delivered a 14% CAGR since going public in 2019. Operating in one of the fastest growing markets with the potential for extremely high profitability. So we were wondering whether this was a hidden gem we've been looking for... Basically, operating in our own…

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Yelp: A Forgotten Small-Cap Stock I’m Buying Today (Ticker: YELP) 1:01:02

2M ago1:01:02

1:01:02

On this episode of Chit Chat Stocks, Ryan goes through a research report on a small-cap stock trading at under 10x earnings hiding in plain sight: Yelp (ticker: YELP). We discuss: (00:00) Introduction (01:48) History (09:24) Business model (18:00) Competition Landscape: (24:23) Competitive advantage (31:30) Financial Performance (32:28) User Growth…

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Value Play vs. Value Trap; Bezos on AI Bubble; OpenAI's Wild Ambitions; Brett's New Stock Buy 1:06:11

2M ago1:06:11

1:06:11

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: (00:00) Introduction (02:14) Bezos and AI bubbles (10:20) The AI Infrastructure Boom: Opportunities and Risks (18:28) Value Plays vs. Value Traps (36:58) Argentina update (40:55) Pepsi's Earnings (45:55) D…

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#59 | Cake Box Deep Dive w/ Paul Zbikowski | Sweet economics 1:00:15

2M ago1:00:15

1:00:15

In this episode, we sit down with Paul Zbikowski (Bebop Value) to talk about Cake Box, the UK-based, egg-free celebration cake franchise that’s built one of the most unique niche businesses in the market. Paul shares insights from his deep research and on-the-ground visits to over 60 Cake Box stores. We discuss what makes the company unique, how it…

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George Soros: The Investing Legend Who Broke The Bank of England 1:02:23

2M ago1:02:23

1:02:23

On this episode of Chit Chat Stocks, we cover Super Investor George Soros. We discuss: (00:00) Introduction (03:28) Early Life and Influences (09:14) Quantum Fund (12:39) Investment Philosophy and Position Sizing (19:27) Understanding Reflexivity in Markets (28:02) Case Study: Breaking the Bank of England (34:42) The Mechanics of Currency Devaluati…

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Our 6 Favorite Never Sell Stocks + Analyzing Ackman’s Portfolio And Shareholder Letter $UBER $CMG 1:07:22

2M ago1:07:22

1:07:22

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: (00:00) Introduction (01:13) AI and E-commerce: Shopify's Partnership with OpenAI (07:25) Nike's Earnings Report: Challenges and Market Position (14:09) The Emergence of the Texas Stock Exchange (22:58) Ne…

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#58 | From caveman to capitalism | An (im)perfect system 16:05

2M ago16:05

16:05

In this episode, we zoom out and look at the big picture, from cavemen rubbing stones together to the global web of technology that lets you play Fortnite with strangers across the world. Along the way, we talk about capitalism: the imperfect system that drives so much of our progress. It’s not always fair, and it’s definitely not flawless, but it …

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Is Opendoor Actually a Value Stock? Plus, Another Investor's Take on Portillo's $OPEN $PTLO 1:08:12

2M ago1:08:12

1:08:12

On this episode of Chit Chat Stocks, Brett and Ryan speak to Stephen, otherwise known as Unemployed Value Degen, on his investments in Opendoor Technologies (Ticker: OPEN) and Portillo's (Ticker: PTLO). We discuss: (00:00) Introduction (02:25) The Appeal of Small Cap Investments (05:12) Opendoor (31:37) Portillo's Value Degen Substack: https://unem…

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6 Future Share Cannibals; Ryan’s New Favorite Small-Cap; Mark Leonard Tribute (Constellation Software) 1:04:57

2M ago1:04:57

1:04:57

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: (00:00) Introduction (02:26) AI Boom and Market Implications (08:35) Electricity Consumption and AI (16:43) Drafting Future Share Cannibals (21:09) Criteria for Selecting Share Cannibals (41:39) Mark Leona…

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#57 | Palantir decoded | AI king or selling smoke? w/ Type-F Capital 1:33:16

2M ago1:33:16

1:33:16

In this episode, we dive deep into the world of Palantir, with Palantir expert Emir, from Type-F Capital. We explore what sets this data analytics specialist apart from the rest. You'll also discover how Palantir's dual-platform approach, with Foundry for commercial clients and Gotham for government agencies, allows for tailored solutions that maxi…

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Kraken Robotics: A Hypergrowth Small-Cap Stock For The Defense Spending Supercycle 1:05:04

2M ago1:05:04

1:05:04

On this episode of Chit Chat Stocks, Brett provides a comprehensive research report on a small-cap stock seeing rapid revenue growth due to changing dynamics in the defense sector. Subscribe to our newsletter for the full report, out Friday. We discuss: (00:00) Introduction (06:02) A New Player in Defense (10:47) Innovations in Subsea Technology (1…

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Can Nvidia Save Intel? Fed Rate Drop Reaction; Zuckerberg’s $600 Billion Bet; $NVDA $INTC $META 1:06:22

3M ago1:06:22

1:06:22

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: (00:00) Introduction (01:06) Nvidia's Strategic Investment in Intel (03:08) The Semiconductor Supply Chain Dilemma (10:21) The Future of Intel and TSMC (22:21) Airbnb's Growth Strategies and Advertising (3…

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#56 | New rules of competitive advantages and competition | Moats & Marathons w/ Jeffrey Towson 1:45:54

3M ago1:45:54

1:45:54

Join us for a fascinating conversation with Jeffrey Towson. He's a leading expert on competitive advantages and digital business, and he's had a front-row seat to this incredible environment for over two decades. He's worked and lived across the US, China, and the Middle East, giving him unique insights into some of the world's most innovative tech…

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Our 5 Best Stocks To Buy TODAY (Plus, Our Personal Portfolio Returns) 1:09:15

3M ago1:09:15

1:09:15

On this episode of Chit Chat Stocks, we have our semi-regular update on holdings, returns, and buy/sell decisions for our personal portfolios. Plus, we dive into our favorite stocks to buy today. We discuss: (00:00) Introduction (01:55) Brett's Portfolio Performance (10:01) Ryan's Portfolio Performance (15:59) Analysis of Top Positions (21:54) Best…

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Oracle’s Blistering Backlog; Nebius + Microsoft AI Deal; Is Duolingo Dying? $ORCL $NBIS $DUOL 1:05:06

3M ago1:05:06

1:05:06

The Investing Power Hour was recorded on Tuesday this week. Back to our regular time of 5pm EST on Thursday next week. We discussed: (00:00) Introduction (02:06) Analyzing Chipotle's Performance (11:04) Duolingo's Disruption Concerns (19:39) AI Infrastructure and OpenAI's Cash Burn (31:50) Emerging Players in AI: Nebius (34:22) Shorting Stocks: Ris…

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#55 | Inside Adyen's HQ | About its moat, culture and competition | An interview w/ Tarik Manfrinato and Maggie O'Donnell 34:05

3M ago34:05

34:05

After going to Adyen's annual shareholder meetings for years, our analyst Bouke got invited to visit the HQ in Amsterdam, look around, talk to employees and even record a podcast! This was a rare opportunity to talk with Adyen's Corporate Communications and Investor Relations inside its HQ. In this episode, we share some insights about the Adyen's …

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DAVID GARDNER INTERVIEW: How To Find the Next Nvidia -- And Other Massive Multibagger Stocks 56:43

3M ago56:43

56:43

You'll want to listen to this one. We discuss: (00:00) Introduction (05:19) Navigating the Dotcom bust (10:00) The Entrepreneurial Mindset in Investing (16:29) Investing books misleading investors (21:30) Understanding Rule Breaker Investing (27:59) Building a Rule Breaker portfolio (28:36) The Habits of a Rule Breaker Investor (32:57) Portfolio ma…

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Top 10 Widest Moat Stocks; Google Hits All-Time High; Lululemon Earnings Debate $GOOG $LULU 1:06:00

3M ago1:06:00

1:06:00

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: (00:00) Introduction (02:01) Google's Favorable Court Ruling (12:40) C3 AI's Disappointing Quarter (17:26) Lululemon's Earnings Report (28:08) Drafting the Top 10 Widest Moats *****************************…

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#54 | Serial acquirers & holding companies w/ Michael Gielkens 1:21:05

3M ago1:21:05

1:21:05

We couldn’t avoid it any longer. Michael Gielkens, co-founder of Tresor Capital, is one of the most requested guests, thanks to his long-term and down-to-earth perspective, but above all, because of his unique insights on serial acquirers and holding companies. Some of the topics we cover in this episode: What sets serial acquirers and holding comp…

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Am I Buying SoFi Stock? (Ticker: SOFI) 59:55

3M ago59:55

59:55

On this episode of Chit Chat Stocks, Ryan gives a research report on SoFi Technologies (Ticker: SOFI). We discuss:(00:00) Introduction (01:38) SoFi's Emergence as a Leading Neo Bank(03:27) The Evolution of SoFi: From Peer-to-Peer Lending to Full-Service Bank(10:41) SoFi's Competitive Advantages in the Banking Sector(34:36) Understanding SoFi's Reve…

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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

3M ago1:02:57

1:02:57

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: (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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#53 | The AI-bubble 🫧 14:25

3M ago14:25

14:25

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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Dev Kantesaria: Great Compounding Machines That Crush The Market (Plus, New Stocks He Has Bought) $FICO $V $MA $SPGI + More 1:02:21

3M ago1:02:21

1:02:21

On 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

4M ago1:04:52

1:04:52

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: (01:05) 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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#52 | Bear, base & bull case for global spirits | Uncorked w/ Secret Sauce Investing 47:36

4M ago47:36

47:36

In 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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He Called Palantir and Nvidia. Here's What He Thinks About Rocket Lab Stock Today (Ticker: RKLB) 46:39

4M ago46:39

46:39

On 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?…