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Bryce and Alec bring you Australia's best investing podcast. Join them, as they breakdown the barriers to investing, to make the markets accessible to everyone. Start your journey now! Hosted on Acast. See acast.com/privacy for more information.
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Chit Chat Stocks

Chit Chat Stocks

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Researching stocks, interviewing people about stocks, and learning from investing legends. For new listeners, expect episodes in your feed every Wednesday and Sunday. Hosted by Ryan Henderson and Brett Schafer.
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12 Acre Films

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The Great Financial Crisis didn't just happen one day. It was a financial catastrophe that cascaded through the economy like an avalanche. And like an avalanche, the triggering conditions built up over time, and could be seen by anyone who knew what to look for. Unlike an avalanche, this disaster was caused by the greed, ignorance, recklessness, and carelessness of people working in the financial industry, and the normal, everyday people just trying to buy a home and live their lives. In thi ...
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'Triple Compounding with Kiana Danial' is an educational podcast series about wealth and abundance creation, investing, financial literacy, developing an abundance mindset, and living your dreams. Hosted by Kiana Danial, CEO of Invest Diva and Wealth Diva, best-selling author and self-made multi-millionaire. Each episode, when you tune in, you’re gonna move the needle towards creating the love, joy, wealth, freedom, and abundance you truly desire.
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Michael Burry is famous for shorting the US housing market before the 2008 Global Financial Crisis. So when he sold all of the positions in his portfolio bar one - it caught our attention. Tune in to hear which one stock Burry is happy to keep in his portfolio as he sells everything else. That's not all we unpack in another big episode of Equity Ma…
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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: (03:11) AI Disruption in Business (18:46) The Concept of Digital Lawn Mowers (26:11) Identifying Companies at Risk of Disruption (31:02) AI's Impact on Commoditized Supply (34:40) Match Group and Buyback S…
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Australian residential property has only gone up in our lifetimes. Recent data from the Federal Government, Equifax, and the Australian Bureau of Statistics all lead to one conclusion: its going to keep going. Tune in to hear why. That's not all we unpack in another big episode of Equity Mates: A tough week for Australian miners as lithium and iron…
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On 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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How do you make smart money decisions when you don’t know what your future looks like? That’s the question to start this episode. Alex and Scott, co-founders of Everest Wealth, join us to unpack big financial questions from the Equity Mates community. Whether you’re juggling saving, investing or super; wondering when to get a financial adviser; or …
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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: (02:58) Costco's Earnings and Business Model Insights (05:53) Exploring Quantum Computing Stocks (12:09) The Taco Trade and Tariff Discussions (18:59) FICO's Regulatory Challenges and Market Impact (29:56)…
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Two months after Liberation Day and the economic indicators suggest the worst is yet to come. From America we're hearing stories of lower container volumes, uncertain business investment and the risk of empty shelves. Yet despite that, the stock market has recovered from its Liberation Day falls. Is it too calm? In today's episode we talk with Luka…
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The government's proposed $3 million Superannuation tax is capturing headlines and sparking fierce debate. In today's episode we break down the proposed changes, why they're controversial and everything you need to know. That's not all we unpack in another big episode of Equity Mates: WiseTech has made its biggest acquisition to date Uranium stocks…
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On this episode of Chit Chat Stocks, we speak with Travis Hoium of Asymmetric Investing on all things Robinhood (Ticker: HOOD). We discuss: (06:54) Understanding Robinhood's Business Model (13:27) The Gamification of Investing (17:30) Robinhood's Evolution and Recent Developments (24:30) Future of Robinhood: Banking and Investment Integration (30:2…
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In the week after Liberation Day, Bitcoin fell 12% and hit a low of US$75,000. Since then, it has absolutely ripped. The blue-chip cryptocurrency is up more than 45% and last week reached an all-time high of US$110,000. The most volatile ride in finance continues! We unpack what you need to know in another big episode: Sports analytics company Cata…
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The recent Australian election was a housing election. Both sides had big promises that would've had big impacts on the Australian housing market. Now that Labor has won, we want to understand what it might mean. Today's guest is Sam Gordon, founder of Australian Property Scout. In today's episode we unpack: What Labor promised at this election How…
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One of the best things about hosting this podcast is being exposed to a range of different fund managers and getting to hear their best investment ideas. In today's episode we unpack 6 of the best ideas we've heard recently. That's not all we unpack in another big episode of Equity Mates: The RBA has cut rates, what now? Our thoughts on Airbnb's pu…
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On this episode of Chit Chat Stocks, Ryan goes through a research report on a burgeoning network effect business hiding in plain sight: Instacart (Ticker: CART). We discuss: (03:10) The Genesis of Instacart (07:20) Building the Marketplace Network (11:08) Understanding the Transaction Mechanics (22:04) Monetization Strategies and Advertising (27:14…
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Aussie Firebug is one of the biggest names in the Australian FIRE (Financial Independence, Retire Early) community. In today's episode of the podcast we catch up with Aussie Firebug, aka Matt, and unpack the past 10 years of his FIRE journey and what has changed along the way. Tune in to hear: Why Matt originally decided to pursue FIRE and his orig…
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The past few months has seen us run through the full range of emotions: fear, greed, confusion, panic, elation. The important thing is while we've felt those emotions, we haven't acted on them. Instead, we've stayed the course and kept to our long-term investing plan. And with markets now up for the year-so-far, that has been a winning strategy. On…
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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: (02:27) Exploring Nu Bank's Growth and Market Potential (09:04) Instacart's Business Model and Market Position (16:50) Airbnb's New Services and Market Strategy (33:41) Challenges Facing UnitedHealth and I…
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"The mother of all financial crises" - It is a big statement. But today's guest thinks that it is a possibility if the US continues down this path. Today we are joined by Kellie Wood, Head of Fixed Income at Schroders. Together we unpack: How to navigate the current market uncertainty The range of outcomes from the trade war Positioning portfolios …
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There will only ever be one Warren Buffett. But two companies are looking to copy the Berkshire Hathaway playbook. In today's episode we run an eye over both companies - Markel Group (NYSE: MKL) and Fairfax Financial Holdings (TSE: FFH) - and consider how they stack up against the original Berkshire. That's not all we unpack in another big episode …
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On this episode of Chit Chat Stocks, Brett and Ryan speak with Drew Cohen of Speedwell Research about the future of Airbnb (ticker: ABNB). We discuss: (06:31) Understanding Airbnb's Business Model and Take Rate (09:05) Growth Opportunities: Short, Medium, and Long-Term (17:41) Speculative Future: The Super App Concept (23:36) Competitive Landscape:…
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The 60/40 portfolio has been a bedrock of portfolio construction since Harry Markowitz developed it in the 1950s. Today's guest thinks we need to update our thinking. Daniel Kelly is the Chief Investment Officer of Viola Private Wealth. In today's episode we discuss: Navigating this volatile moment in markets Capitalising on market downturns Update…
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One of the biggest questions around AI: will it disrupt Google's dominant search business? Two data points this week - one from Reddit's earnings call and a second from Federal Court - suggest that it may be. As two Alphabet shareholders, we unpack the news in another jam-packed episode of Equity Mates. We also discuss: Warren Buffett's 3 latest st…
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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: (03:52) Warren Buffett's Retirement Announcement (11:02) Berkshire Hathaway's Future Leadership and Investment Strategy (13:40) Apple vs. Google: The Search Engine Battle (23:02) Apple's In-App Purchase Co…
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