Rephonic
Artwork for Chit Chat Stocks

Chit Chat Stocks

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

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

PublishesTwice weeklyEpisodes811Founded8 years ago
Number of ListenersCategories
InvestingBusiness

Listen to this Podcast

Artwork for Chit Chat Stocks

Latest Episodes

On this episode of Chit Chat Stocks, we look at 10 stocks whose prices have risen by more than 100% so far this year. We discuss:

(00:00) Introduction

(05:05) Virtu Financial: Market making and high-frequency trading

(12:46) Stock 2: Modular housi... 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:

(0:00) Introduction

(02:04) NVIDIA's Revenue Growth and Supply Commitments

(16:41) Meta's Legal Challe... more

YouTube

On this episode of Chit Chat Stocks, we dive into a new sector coverage of hotels and casinos. We discuss:

(00:00) Introduction

(02:28) Initial thoughts and biases about the sector

(11:53) Marriott's business model and history

(25:50) Wynn Resort... 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

(01:58) Copart's Acquisition of CCC Intelligent Solutions

(08:04) Industry Trends... more

YouTube

Key Facts

Accepts Guests
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Find out how many people listen to this podcast per episode and each month.

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Recent Guests

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)
Simon Erickson
Recurring guest, founder of 7investing
7investing
Episode: Duolingo Stock: Value Play or Value Trap? Plus, An Update On Rocket Lab With Simon Erickson
Manuel Cunha
Runs MBC Investing
MBC Investing
Episode: Is Wix Stock Too Cheap To Ignore? (Ticker: WIX)
Sharon Portseido
Founder/CEO or representative associated with Portseido (portfolio tracking tool)
Portseido
Episode: Rebuilding Our Portfolios From Scratch (Stocks We'd Buy Today)
Rod Alzmann
Individual investor
Independent investor
Episode: He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today
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)

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 756 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 States2 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
    Canada2 months ago
  • Excellent Podcast

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

    Apple Podcasts
    5
    socrates321
    United States5 months ago
  • My favorite show

    My favorite show

    Apple Podcasts
    5
    Luna61900
    United States8 months ago
  • Great podcast

    Great forecast

    Apple Podcasts
    5
    Alina6191
    United States8 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

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

Talking Points

Recent interactions between the hosts and their guests.

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.
SpaceX IPO Predictions; Buying The Fintech Sell-Off; Has The Bubble Reached Its Peak? $SPCX
Q: You mentioned SpaceX and other AI IPOs; do you expect a first-day pop to be sustainable or largely a momentary hype spike?
We expect a first-day pop driven by heavy demand, but there's a substantial risk of mean reversion over the following years as fundamentals and execution take center stage.
Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG
Q: Will OpenAI retain leadership under current dynamics if it remains private?
They implied ongoing growth is likely, but public listing timing remains uncertain and considered unlikely this year.
Palantir, Coupang, and Remitly Earnings; Ryan Cohen's Strange Interview; An Incoming AI IPO $PLTR $RELY $CPNG
Q: OpenAI IPO prospects mentioned in this episode?
The hosts generally viewed a full-blown OpenAI IPO within the year as unlikely, suggesting it would be a longer-term event rather than imminent.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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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.

How many listeners does Chit Chat Stocks get?

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How many subscribers and views does Chit Chat Stocks have?

To see how many followers or subscribers Chit Chat Stocks has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

Which podcasts are similar to Chit Chat Stocks?

These podcasts share a similar audience with Chit Chat Stocks:

1. The Intrinsic Value Podcast - The Investor’s Podcast Network
2. Yet Another Value Podcast
3. The Acquirers Podcast
4. Value Hive Podcast
5. Business Breakdowns

How many episodes of Chit Chat Stocks are there?

Chit Chat Stocks launched 8 years ago and published 811 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?

Our systems regularly scour the web to find email addresses and social media links for this podcast. We scanned the web and collated all of the contact information that we could find in our podcast database. But in the unlikely event that you can't find what you're looking for, our concierge service lets you request our research team to source better contacts for you.

Where can I see ratings and reviews for Chit Chat Stocks?

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How do I access podcast episode transcripts for Chit Chat Stocks?

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What guests have appeared on Chit Chat Stocks?

Recent guests on Chit Chat Stocks include:

1. Rupert Mitchell
2. James Emanuel
3. Simon Erickson
4. Manuel Cunha
5. Sharon Portseido
6. Rod Alzmann
7. Travis Hoyam
8. Sean Emory

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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