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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
NVR
Coupang
Vital Farms
Interactive Brokers
Ally Financial
Audio Advertising
Advertising Technology
Market Trends
Amazon
The Fund: Ray Dalio, Bridgewater Associates, and the Unraveling Of a Wall Street Legend
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 weeklyEpisodes769Founded8 years ago
Number of ListenersCategories
InvestingBusiness

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Latest Episodes

On this episode of Chit Chat Stocks, Ryan and Brett look at a fun listener question: What would you own if you had to start over your portfolio with stocks you've never owned before? We discuss:

(00:00) Introduction

(02:48) Rebuilding Portfolios: T... 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

(05:23) Exploring Alternative Asset Managers

(15:26) Nike's Earnings

(21:08) Bi... more

YouTube

On this episode of Chit Chat Stocks, we dive into another Ryan Research episode, covering a stock with a wide moat and long runway to grow. We discuss:

(00:00) Introduction

(01:58) The Unique Advantages

(16:05) Technological Superiority and Automa... 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

(03:06) Luxury Stocks: Analyzing the Drawdown

(12:31) Fundrise Innovation Fund: A... more

YouTube

Key Facts

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

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Recent Guests

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)
Aria Radnia
Former research analyst at Fiscal AI and self-taught investor with a YouTube channel
YouTube
Episode: Coupang In Free Fall; Uber and Snap Stock Pitches; Gold + Silver All-Time Highs $CPNG $UBER $SNAP
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...?)
Ian Bezek
Recurring guest and Latin American correspondent
Ian's Insider Corner
Episode: Ian Bezek Returns To Talk Argentinian, Chilean, and Colombian Stocks + The Return of Free Markets In Latin America?
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

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 States7 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 States8 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.

He Bought GameStop Before It Mooned. This Is The MicroCap Stock He Owns Today
Q: What are the core drivers behind Weedmaps' current valuation and potential upside?
The guest argues that while trailing revenues look flat, the forward path is driven by regulatory catalysts (de-scheduling and hemp ban shifts), Virginia's licensing expansion, and the ability to leverage a dominant two-sided marketplace with high incremental EBITDA margins, which could lift the stock well above current prices.
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.

Audience Metrics

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

Listeners per Episode
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. Yet Another Value Podcast
2. The Intrinsic Value Podcast - The Investor’s Podcast Network
3. The Acquirers Podcast
4. We Study Billionaires - The Investor’s Podcast Network
5. Motley Fool Money

How many episodes of Chit Chat Stocks are there?

Chit Chat Stocks launched 8 years ago and published 769 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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What guests have appeared on Chit Chat Stocks?

Recent guests on Chit Chat Stocks include:

1. Rod Alzmann
2. Travis Hoyam
3. Sean Emory
4. Drew Cohen
5. Aria Radnia
6. Abdul Al-Asaad
7. Chris Hohn
8. Ian Bezek

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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