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Chit Chat Stocks

Unknown
NVIDIA
Amazon
Interactive Brokers
Google
Airbnb
Adobe
Artificial Intelligence
Openai
Tesla
Financial Markets
Mercado Libre
Coupang
Remitly
Netflix
Uber
Chipotle
Public
Investing
ASML
Meta

A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer.

PublishesTwice weeklyEpisodes827Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Artwork for Chit Chat Stocks

Latest Episodes

On this episode of Chit Chat Stocks, we break down the Anthropic S-1 released today. This will serve as the Wednesday episode for this week! We discuss:

(00:00) - Introduction

(03:09) - Breakdown of Anthropic's consumption-based versus subscription-... more

YouTube

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

(02:54) - Meta's earnings, Reality Labs losses, and AI capital expenditures

(12:0... more

YouTube

On this episode of Chit Chat Stocks, Brett and Ryan discuss the life and investing journey of Ben Graham, who is considered the inventor of modern financial analysis and value investing. We discuss:

(00:00) - Introduction

(02:48) - Ben Graham's earl... more

YouTube

In this episode, Ryan Henderson and Jason Hall take a look at the 134 stocks in the S&P 500 currently in a 40% drawdown or worse. They also dive into the recent underperformance of homebuilders and wrap the episode with a game of rapid fire value pla... more

YouTube

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Recent Guests

Jason Hall
Motley Fool contributor and co-host of Investing Unscripted
The Motley Fool
Episode: Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings
Jim Gillies
Longtime Motley Fool analyst and manager of Hidden Gems Canada
The Motley Fool
Episode: Jim Gillies Tells Us How To Win With Hidden Gem Investing (Multibagger Returns)
Aria Rodneya
Individual investor discussed in the episode
Fiscal AI connection; social channels linked in show notes
Episode: Meta Muse Winners and Losers; Google's Risk; Zeta Global and Adobe $ZETA $ADBE
Drew Cohen
Executive at Speedwell Research, YouTube researcher
Speedwell Research
Episode: Drew Cohen Tells Us Whether Software Stocks Are Dead (Agents, Models, Moats, and More)
Ian Bezek
Latin American investing correspondent; writer of Ian's Insider Corner
Ian's Insider Corner / Substack
Episode: Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America
Alex Morris
Recurring guest from TSOH Investing Research Service
TSOH Investing Research Service
Episode: Netflix, Disney, And Investing In Media In 2026, With Alex Morris (NFLX, DIS)
Dave Ahern
Recurring guest, focused on dividend investing
Dividend School
Episode: How To Find The Best Dividend Stocks
Rupert Mitchell
Author of Blind Squirrel Macro
Blind Squirrel Macro
Episode: The SpaceX IPO And Looming Capital Supply Shock That Could Upend This Bull Market
James Emanuel
Fund manager, author of Rock and Turner Investment Analysis newsletter, author of Fabric of Success
Rock and Turner Investment Analysis, Fabric of Success
Episode: Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)

Hosts

Ryan Henderson
Host of Chit Chat Stocks with a focus on data-driven stock analysis and market commentary.
Brett Schafer
Co-host providing complementary perspective and host-led deep-dives into stock analysis.

Reviews

4.5 out of 5 stars from 765 ratings
  • Great Podcast

    Been listening for a few months now.

    I thoroughly enjoy their content and value investing approach.

    The depth of research they do backed by data to generate their opinions is unmatched in the podcast community

    Apple Podcasts
    5
    Jsaf12
    United States4 months ago
  • Good analysis interesting picks

    My fave investing podcast. These guys give qualitative and quantitative analysis of interesting stocks and different sectors of the market. A focus on value and not just another hype podcast for hot stocks.

    Apple Podcasts
    5
    Gedgy4mayor
    Canada4 months ago
  • Excellent Podcast

    These guys are great at doing deep dives on investments and investment styles. Strongly recommend.

    Apple Podcasts
    5
    socrates321
    United States7 months ago
  • My favorite show

    My favorite show

    Apple Podcasts
    5
    Luna61900
    United States10 months ago
  • Great podcast

    Great forecast

    Apple Podcasts
    5
    Alina6191
    United States10 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners praise the rigorous, data-backed analysis and deep dives into business models.
Listeners frequently mention actionable stock ideas and clear takeaways for portfolio construction.
Fans value the hosts' willingness to challenge each other and present diverse viewpoints.

Chart Rankings

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Talking Points

Recent interactions between the hosts and their guests.

Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings
Q: Do you follow Taiwan Semiconductor at all?
Hall says he follows the company and believes it can continue to grow and lead the industry, given its manufacturing scale, expertise and long-term focus, even if competitors improve.
Value Play or Value Trap?; 134 Stocks in the S&P 500 are in a 40% Drawdown; $TSMC Earnings
Q: Any overall takeaways on some of the carnage under the hood and any stocks from this list that really pique your interest?
Hall says market performance is increasingly concentrated in mega-cap technology stocks, but drawdowns can create opportunities. He names Oracle as a potentially interesting risk-reward prospect and urges investors to research whether companies' business theses remain intact.
Ian Bezek Returns to Discuss Why Brazilian Bank Inter Is Undervalued And The State of Investing In Latin America
Q: What is Inter?
Inter is Brazil's first digital bank, originally full-service and deposit-taking with a focus on wealthier customers, built around multiple pillars (loyalty, e-commerce, international transactions) and a low-cost deposit base, with ongoing expansion and a strategy centered on premium banking and a strong deposit franchise.
Dlocal: This Digital Payments Stock Is Growing 55% And Trades At 11x EBITDA (Ticker: DLO)
Q: What does D-Local do, and what problems does it solve?
D-Local provides a unified API that enables global merchants to accept and disperse payments in 60+ local markets, addressing fragmentation, local regulations, and currency controls in emerging economies, which creates a defensible moat and a scalable, two-sided revenue model.
SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX
Q: With Wix and other fintechs facing restructuring and changing partner dynamics, what signs would make you reconsider the viability of their long-term thesis?
Key signs would include a durable and growing partner base, clear monetization of AI-enabled features, and a resilient cash-flow profile that offsets near-term disruption from restructuring.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

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Frequently Asked Questions About Chit Chat Stocks

What is Chit Chat Stocks about and what kind of topics does it cover?

Two hosts deliver research-driven stock analysis with a focus on value investing, tech-driven growth, and real-world business models. Episodes span private-equity activity, AI-related profitability, large-cap earnings, and thematic stock ideas, often peppered with live Q&A and portfolio commentary. The show stands out for its in-depth stock deep-dives, a willingness to challenge conventional narratives, and a pragmatic, data-informed approach that appeals to long-term investors and market enthusiasts alike.

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Rephonic provides a wide range of podcast stats for Chit Chat Stocks. We scanned the web and collated all of the information that we could find in our comprehensive podcast database. See how many people listen to Chit Chat Stocks and access YouTube viewership numbers, download stats, audience demographics, chart rankings, ratings, reviews and more.

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How many episodes of Chit Chat Stocks are there?

Chit Chat Stocks launched 8 years ago and published 827 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Chit Chat Stocks?

Recent guests on Chit Chat Stocks include:

1. Jason Hall
2. Jim Gillies
3. Aria Rodneya
4. Drew Cohen
5. Ian Bezek
6. Alex Morris
7. Dave Ahern
8. Rupert Mitchell

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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