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Chit Chat Stocks

Chit Chat Stocks
Ferrari
Investment Strategies
Financial Markets
Investing
Stock Analysis
Spotify
Asset Management
Bridgewater Associates
Elliott Management
Vital Farms
Alibaba
Coupang
Interactive Brokers
NVR
Ally Financial
Audio Advertising
Advertising Technology
Market Trends
Amazon
Ray Dalio

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

PublishesTwice weeklyEpisodes763Founded7 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 dive into another super investor series covering Marathon Asset Management, a fund that has been around for decades, investing through a framework called Capital Cycle Theory. We discuss:

(00:00) Introduction more

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

(03:17) Adobe Earnings and CEO Transition

(06:06) Dollar General's Performance an... more

YouTube

On this episode of Chit Chat Stocks, Brett and Ryan have a lengthy discussion on stock exchanges and what makes them great businesses. We discuss:

(00:00) Introduction

(03:51) Understanding the Stock Exchange Business Model

(06:50) Revenue Streams... 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

(01:17) Anthropic's Revenue Surge

(07:13) Insider Buying

(13:18) Berkshire Hatha... more

YouTube

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Recent Guests

Travis Hoyam
Recurring guest
Episode: AI Market Meltdown; MercadoLibre + Coupang Earnings; Celebrating 200 Power Hour Episodes! $XYZ $CPNG $MELI $AXP $DASH
Sean Emory
Chief Investment Officer at Avory & Co
Avory & Co
Episode: Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
Drew Cohen
Founder of Speedwell Research
Speedwell Research
Episode: Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
Aria Radnia
Young investor and content creator
Episode: Uber Stock: Why This Investor Thinks There Is Still Massive Upside From Here (Ticker: UBER)
Abdul Al-Asaad
Co-founder and CEO of Basic Capital
Basic Capital
Episode: Basic Capital's Founder Abdul Al-Asaad Tells Us His Plan To Disrupt The Existing 401k Market (Debt Funded Investment Accounts)
Chris Hohn
Founder of TCI Investments and a prominent investor
TCI Investments
Episode: Chris Hohn: Crushing The Market With Wide Moat Infrastructure Stocks (GE, CP, And...?)
Dave Ahern
Host of Investing For Beginners and Value Spotlight
Investing For Beginners, Value Spotlight
Episode: Nu Holdings: The Best Banking Stock Globally? With Dave Ahern
Travis Hoium
Recurring guest from Asymmetric Investing
Asymmetric Investing
Episode: Tesla Earnings Reaction, Betting On $HIMS, Google's AI Dominance, And An Asymmetric Opportunity In MGM With Travis Hoium
Michael Fritzell
Author of Asian Century Stocks, a newsletter focusing on investing in Asian markets.
Episode: Fairfax India: The Best Asian Stock You Can Buy Today? (Hidden Value)

Hosts

Ryan Henderson
Host of Chit Chat Stocks; frequent market commentator and analysis lead with focus on stock research and capital allocation.
Brett Schafer
Co-host and research-focused analyst on investments, with deep dives into stock ideas and company fundamentals.

Reviews

4.5 out of 5 stars from 714 ratings
  • My favorite show

    My favorite show

    Apple Podcasts
    5
    Luna61900
    United States3 months ago
  • Great podcast

    Great forecast

    Apple Podcasts
    5
    Alina6191
    United States3 months ago
  • Best investment podcast I’ve found

    Look forward to each show, broad market coverage and market tid-bits, but also have gotten more specific ideas vs any other show. I think these guys have good judgement for the most part, or at least perspective that aligns with mine. Thanks!

    Apple Podcasts
    5
    Avery Gnw
    United States6 months ago
  • Great listen

    More thorough analysis of what makes a quality security (quantitative and qualitative) than 99% of what’s out there. Good show.

    Apple Podcasts
    5
    Harry 0160
    United States7 months ago
  • Love the insights and topical discussion

    I look forward to each week's release - I love the change to release the weekly recap during the week too.

    Apple Podcasts
    5
    JohnH777
    United States7 months ago

Listeners Say

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

The hosts provide strong, disciplined analysis and clear perspectives on why certain opportunities stand out.
A few critiques mention occasional navigations into sponsor reads or pacing, but overall the quality remains high and content is valuable for idea generation and research direction.
Listeners praise the practical takeaways and the conversational style that makes complex ideas approachable.
Smart, insightful, and thorough stock research that goes beyond surface-level hype.
Great breadth of topics with deep dives into fundamentals and business models, though volume inconsistencies were noted in one review.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)
Q: What do you think is the management's plan for software, subscriptions, and first-party titles for Switch 2 long term?
Management appears to be more open to monetizing IP recurringly and aligning first-party titles with a longer, multi-year strategy, including exclusive titles later in the cycle and leveraging cross-media content to sustain software-driven demand.
Is Nintendo Stock Dirt Cheap Today? With Leandro From Best Anchor Stocks (Ticker: NTDOY)
Q: Let's talk the non-gaming aspects to Nintendo. How is entertainment flywheel affecting Nintendo's business?
The IP monetization beyond games—movies, theme parks, and cross-media experiences—offers operating leverage and marketing for the core video game platform, potentially boosting hardware and software sales over time and broadening the fan base.
Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
Q: Do you see any sort of AI threat to Zoom's business?
No, communication is vital and specific, and AI is likely to enhance Zoom rather than replace it.
Is Zoom Sitting On Billions In Anthropic Gains? Plus, Why The Business Can Thrive During The AI Revolution, With Sean Emory (Ticker: ZM)
Q: What has happened to Zoom since the pandemic?
Zoom has maintained consistent growth and strong margins while diversifying its offerings beyond video conferencing.
Will AI Kill Constellation Software? With Drew Cohen From Speedwell Research (Ticker: CSU)
Q: What makes the Constellation culture special?
A strong meritocracy encourages employees to have skin in the game, fostering ownership and accountability in performance.

Audience Metrics

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

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Gender Skew
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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 provide deep, opinionated stock research and market storytelling, combining long-form company analyses with rapid-fire ideas and live market storytelling. Episodes frequently center on AI-related stocks, big tech dynamics, earnings highlights, and notable investment signals such as insider activity, buybacks, and capital allocation by high-profile firms. The format blends rigorous business modeling with casual banter, guest perspectives, and listener questions, often rotating between in-depth stock case studies (including fast-growing and beat-up name-brand companies) and big-picture market themes. A standout feature is the recurring “Power Hour” style segments and thoughtful debates over what signals actually indicate value, whic... more

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Which podcasts are similar to Chit Chat Stocks?

These podcasts share a similar audience with Chit Chat Stocks:

1. Business Breakdowns
2. We Study Billionaires - The Investor’s Podcast Network
3. Motley Fool Money
4. The Memo by Howard Marks
5. Capital Allocators – Inside the Institutional Investment Industry

How many episodes of Chit Chat Stocks are there?

Chit Chat Stocks launched 7 years ago and published 763 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact Chit Chat Stocks?

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What guests have appeared on Chit Chat Stocks?

Recent guests on Chit Chat Stocks include:

1. Travis Hoyam
2. Sean Emory
3. Drew Cohen
4. Aria Radnia
5. Abdul Al-Asaad
6. Chris Hohn
7. Dave Ahern
8. Travis Hoium

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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