Can We Talk About AI Capex? Ryan Is Buying Google Stock; Philip Morris Hits New Highs (GOOG, PM)
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: (04:37) Capital Expenditures and AI Investments (24:1...
16 Feb 20251h 4min
Michael Burry: The Ultimate Deep Value Investor
On this episode of Chit Chat Stocks, we discuss Michael Burry. The deep value investor and famous Big Short character is more than just his housing short thesis. We discuss: (03:32) Michael Burry's E...
12 Feb 20251h 10min
Palantir's Big Beat; Apple Defies Gravity; Best and Worst Q4 Earnings Reports (PLTR, AAPL, SPOT)
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: (04:20) Tariff Monday and Market Reactions (09:33) T...
9 Feb 20251h 7min
The Future of Nvidia Stock (Ticker: NVDA) With Wall Street Wildlife
On this episode of Chit Chat Stocks, we are joined by Krzysztof and Luke from the Wall Street Wildlife Podcast to discuss Nvidia. We discuss: (04:21) The AI Paradigm Shift and Nvidia's Role (07:28) U...
5 Feb 20251h 7min
Q4 Earnings Talk (ASML, AXP, LVMH); Bonds Are Cheaper Than Stocks; Learning From Our Best and Worst Investments
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: (03:26) DeepSeek and Its Implications (16:28) Earning...
2 Feb 20251h 6min
I Bought The Highest Quality Stock In Mexico (And It Trades At 10x Earnings) Ticker: OMAB
On this episode of Chit Chat Stocks, Brett gives a pitch on Grupo Aeroportuario del Centro Norte (Ticker: OMAB), an airport operator in northern and central Mexico. We discuss: (00:00) Introduction t...
29 Jan 202556min
Project Stargate; IBKR and Netflix Earnings: Brett's Bubble Watch; Time to Buy Bumble and Grindr?
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: (03:30) Anecdotal Insights from Texas (06:39) Netflix ...
26 Jan 20251h 5min
Buffett and Munger Unscripted: Lessons From Berkshire Hathaway With Alex Morris
On this episode of Chit Chat Stocks, Brett and Ryan speak with Alex Morris from the TSOH Investing Research Service about his new bookBuffett and Munger Unscripted: Three Decades of Investment and Bus...
22 Jan 202559min
