Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals)
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 Introduction02:45 The AI Trade15:49 Missed Investment Opportunities22:04 Investing beyond AI25:19 What the market doesn't understand33:17 Understanding Stock Investment Theses and KPIs40:37 The Impact of Crypto Leverage on Market Dynamics42:21 Analyzing Portillo's: A Case Study in Value Investing44:28 Balancing Professional Life and Stock Research47:28 Long-Term Vision with Nelnet 51:25 Favorite Financial Media and Learning Resources*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
12 Nov 1h 6min
Nu Holdings: The Best Banking Stock Globally? With Dave Ahern
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 implications of applying for a U.S. banking license.(03:22) Understanding NuBank's Business Model(06:08) Growth Strategies in Brazil(10:30) Expansion Potential in Mexico(16:34) Future Expansion in Latin America(22:37) Why NuBank applied for a U.S. Banking License(25:47) Exploring Growth Beyond Financial Services(31:43) Management Insights: David Velez and His Leadership(36:56) Valuation and Growth ProjectionsVALUE SPOTLIGHT: https://einvestingforbeginners.com/value-spotlight-newsletter/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts. Get up to 40% off Nov. 26th - Dec. 1st with our link: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
7 Nov 48min
The Complete Investment Checklist with John Rotonti
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: Real-World Examples(28:46) Identifying Generational Investment Themes(29:44) The Industrial Revolution and AI's Role(36:36) Valuation in the Investment Process(47:49) Portfolio Management StrategiesJRo's Notes: https://lastbastion.com/author/jro/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
5 Nov 1h 1min
6 Hidden Suppliers For The AI Boom; Microsoft's OpenAI Gains; Amazon and UPS Layoffs As Recession Indicators?
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 presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
31 Okt 1h 6min
Big Tech Investing Expert Rihard Jarc Tells Us Who Is Actually Winning the AI Race
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 Workloads(32:10) Understanding Neo Clouds and Their Impact(36:01) Nvidia's Strategic Moves and Circular Accounting(40:12) The Depreciation Dilemma of GPUs(52:19) OpenAI's Future and Financial Strategies(57:56) Predictions for AI Leaders by 2030UNCOVER ALPHA: https://www.uncoveralpha.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
29 Okt 1h 4min
Tesla Earnings Reaction, Betting On $HIMS, Google's AI Dominance, And An Asymmetric Opportunity In MGM With Travis Hoium
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(20:25) Hims and Hers: Disruption in Healthcare(32:08) Emerging Asymmetric Stocks: On and Crocs(34:16) Conclusion and Final Thoughts(37:16) Google's AI Dominance: Competitive Advantages and Future Outlook(47:54) Bubbles vs. Asymmetric Stocks: Understanding Investment Risks(55:45) MGM: A Case Study in Asymmetric Growth OpportunitiesAsymmetric Investing YouTube: https://www.youtube.com/@asymmetricinvestingNewsletter: https://asymmetric-investing.beehiiv.com/Autopilot: https://marketplace.joinautopilot.com/landing/3126/772780*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
24 Okt 1h 5min
Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value)
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) Investing in airports(31:28) Managing the macro(34:30) India's Manufacturing Challenges and Growth Prospects(43:23) Investing in Asia: Common Mistakes and Insights(48:25) Opportunities in the Philippines(53:11) Capital Returns and Investment Strategies(56:50) Currency Risks in Asian Markets(01:00:25) Changes in Japanese Corporate GovernanceASIAN CENTURY STOCKS: https://www.asiancenturystocks.com/*****************************************************JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Portseido is your best portfolio tracking & reporting solution that helps you track all investments in one place. We personally use the software to track our portfolio returns across brokerage accounts.Try it for free today: https://portseido.com/?fpr=ryan63 *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
22 Okt 1h 4min
Our 6 Favorite Growth Stocks Today; Soaring Gold And Silver; Taiwan Semi's Accelerating AI Growth
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(43:31) Interactive Brokers: A High-Margin Business(48:07) Gold and Silver: Trends and Considerations(53:09) JP Morgan's Strategic Investments(01:00:38) Bubble Watch: Fermi and Energy Stocks(01:03:01) Analyzing Ferrari's Growth Potential*****************************************************JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ *********************************************************************Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. *********************************************************************Fiscal.ai is building the future of financial data.With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: https://fiscal.ai/chitchat *********************************************************************Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
17 Okt 1h 6min
