EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On

Chit Chat Stocks

https://www.interactivebrokers.com/

40:54

Taxes, Voting, Recycling—oh my! After navigating this jungle of grown-up responsibilities together, we're taking a quick summer breather to recharge our adulting batteries. But before we temporarily hang up our responsible pants, join us for this special episode packed with our favorite kernels of wisdom from the season so far AND get an exclusive preview of the fresh adulting adventures awaiting you when Grown-Up Stuff returns in late summer! Think of this episode as your adulting victory lap—complete with confetti and zero paperwork required! See omnystudio.com/listener for privacy information.…

about a year ago 1:04:03

MP3•Episode home

We are releasing this Investing Power Hour the day after recording due to the market's tariff rollercoaster. In the future, we plan on recording the Investing Power Hour Thursday afternoon and releasing the podcast early Friday morning.

On this episode, we discuss:

(03:36) Portfolio Impacts of Tariffs

(06:32) Direct and Secondary Effects on Companies

(09:23) Market Reactions and Predictions

(12:29) Analyzing Company Resilience

(15:29) Investment Strategies Amidst Uncertainty

(18:23) Sector-Specific Impacts

(21:29) Recent Portfolio Changes

(24:21) Final Thoughts on Market Trends

(34:38) Shifting Focus: The Importance of Timely Analysis

(35:21) Airbnb: Growth Potential and Market Positioning

(40:25) Philip Morris: Evaluating Investment Decisions

(43:08) Google: A Steady Performer in a Volatile Market

(51:52) The Impact of Tariffs on Global Trade

(57:33) Tesla: Demand Challenges and Future Outlook

*****************************************************

JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

Interactive Brokers is a member of SIPC.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat

*********************************************************************

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

707 episodes

#Trading #Business #CCM Media Group #Chit Chat Money #Deep Dive

EMERGENCY PODCAST: We React Live to The Tariff Pause; Plus, One Stock We Both Bought The Dip On

Chit Chat Stocks

109 subscribers

published about a year ago

MP3•Episode home

On this episode, we discuss:

(03:36) Portfolio Impacts of Tariffs

(06:32) Direct and Secondary Effects on Companies

(09:23) Market Reactions and Predictions

(12:29) Analyzing Company Resilience

(15:29) Investment Strategies Amidst Uncertainty

(18:23) Sector-Specific Impacts

(21:29) Recent Portfolio Changes

(24:21) Final Thoughts on Market Trends

(34:38) Shifting Focus: The Importance of Timely Analysis

(35:21) Airbnb: Growth Potential and Market Positioning

(40:25) Philip Morris: Evaluating Investment Decisions

(43:08) Google: A Steady Performer in a Volatile Market

(51:52) The Impact of Tariffs on Global Trade

(57:33) Tesla: Demand Challenges and Future Outlook

*****************************************************

JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/

*********************************************************************

Chit Chat Stocks is presented by Interactive Brokers. Get professional pricing, global access, and premier technology with the best brokerage for investors today:

https://www.interactivebrokers.com/

Interactive Brokers is a member of SIPC.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat

*********************************************************************

Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions.

To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/

*********************************************************************

Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

707 episodes

#Trading #Business #CCM Media Group #Chit Chat Money #Deep Dive

All episodes

Chit Chat Stocks

1
6 Growth Stocks That Just Turned Profitable; Brett's Hot Buffett Take; Latest Super Investor Buys: Plus, We Have a New Chamath SPAC 1:04:52

1 day ago1:04:52

1:04:52

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: (01:05) Intel Nationalization and Government Involvement (10:01) Zoom Earnings Review and Market Position (15:37) Super Investors: 13F Season Insights (27:52) Warren Buffett's Investment in United Health (34:58) Buffett's Influence and Retirement (41:00) Chamath's SPAC Ventures (45:57) AI Innovations and Market Reactions (53:56) Growth Stocks Turning Profitable (01:02:40) Retail Roundup: Trends and Insights ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
He Called Palantir and Nvidia. Here's What He Thinks About Rocket Lab Stock Today (Ticker: RKLB) 46:39

4 days ago46:39

46:39

On this episode of Chit Chat Stocks, Brett and Ryan speak with Simon Erickson of 7investing to give an update on Rocket Lab (Ticker: RKLB) . Simon came on the show a year ago to discuss Rocket Lab stock, and it has crushed the market since then. We discuss: (02:55) Rocket Lab's Methodical Approach to Space (05:14) The Neutron Rocket: A Game Changer? (08:47) Financial Implications of Neutron's Launch (15:42) Acquisitions and Strategic Growth (19:13) The Balance of Launch Services and Space Systems (24:31) Rocket Lab's Strategic Shift in Satellite Manufacturing (25:24) The Importance of Neutron for Satellite Constellations (26:46) Understanding the Competitive Landscape in Space (29:19) Growth Drivers for Rocket Lab's Future (30:58) Government Contracts and the Haste Program (34:25) Financial Projections and Free Cash Flow (36:55) Price Targets and Portfolio Management (40:55) Future Outlook for Rocket Lab in 2035 (44:05) Exploring Moon and Mars Missions 7investing: https://7investing.com/ ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
6 Stocks With Insider Buys This Week; CoreWeave's Collapse; Amazon's New Grocery Venture $AMZN $CRWV 1:03:53

9 days ago1:03:53

1:03:53

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: (02:58) AI's Impact on Software Companies (11:52) Trends in Alcohol Consumption (21:02) Amazon's Grocery Delivery and Instacart's Challenges (30:41) Cava's Earnings and Restaurant Industry Trends (36:14) Analyzing Restaurant Performance Amid Economic Challenges (39:58) Insider Buys (44:29) The Hot IPO Market: Opportunities and Risks (48:25) Bubble Watch: Signs of Market Euphoria (50:50) Adyen's Growth Challenges in a Competitive Landscape (56:19) CoreWeave's Risky Bet ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Dave Inc. Is Up 500% In One Year: But Is The Stock Actually Still Cheap Today? (Ticker: DAVE) 50:30

11 days ago50:30

50:30

On this episode of Chit Chat Stocks, Brett and Ryan speak with Andrew Marshall from Capital Mindset about Dave Inc. (Ticker: DAVE) . They discuss: (03:48) The History of Dave: From SPAC to Recovery (08:56) Understanding the Business Model: Micro Lending Explained (16:15) Competition and Market Positioning: Who Does Dave Compete With? (16:54) Operational Structure: Partner Banks and Expenses (22:08) Future Outlook: Pricing Models and Growth Potential (26:17) Assessing Risks and Opportunities for Dave (30:15) Market Potential and Growth Projections (34:36) Management Integrity and Company Culture (37:10) Navigating Bankruptcy Risks and Financial Health (39:50) Capital Allocation Strategies (42:36) Valuation Insights and Market Misunderstandings Capital Mindset: https://www.youtube.com/@CapitalMindset ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Remitly's Remarkable Gains; OpenAI Hits $500 Billion Valuation; Is Amazon Losing The Cloud Wars? 1:05:12

16 days ago1:05:12

1:05:12

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: (02:52) Cloud Providers: AWS, Azure, and Google Cloud Analysis (12:19) Figma IPO: Valuation and Market Implications (28:38) Remitly's Growth Amidst Market Challenges (34:21) Evaluating Growth Potential in Stocks (36:26) Innovations in Digital Finance and Remitly's Strategy (41:00) Airbnb's Market Position and Growth Challenges (50:52) Coupang's Expansion and Competitive Landscape (57:43) OpenAI's Valuation and Market Dynamics ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Carvana, Ally Financial, And Collapsing Consumer Lending? (Impact On Economy) 58:46

18 days ago58:46

58:46

On this episode of Chit Chat Stocks, Brett speaks with Laks from Unicus Research on data their research firm is tracking in regards to car loans (including Carvana), student loan impact on credit scores, and deteriorating consumer balance sheets. They discuss: (03:45) Exploring the Used Car Lending Market (07:10) Analyzing Ally's Position in the Market (15:26) Understanding Asset-Backed Securities (ABS) (28:18) Carvana: A Battleground Stock (32:35) Shorting Carvana: Risks and Considerations (33:11) Carvana and Ally: A Troubling Relationship (34:47) Fraud Allegations and Market Realities (37:53) The Deteriorating Car Lending Market (38:20) The Impact of Student Loan Resumption (41:56) Consumer Spending and Economic Implications (44:00) The Rise of Buy Now Pay Later (BNPL) Services (48:21) Consumer Financial Health at Risk (55:26) Future Outlook: Can Consumer Spending Recover? Unicus Research website: https://www.unicusresearch.com/ Twitter/X: https://x.com/UnicusResearch ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
What Makes a Multibagger? (Interview with John Rotonti) 1:05:50

23 days ago1:05:50

1:05:50

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 with special guest John Rotonti: (02:54) Navigating Market Challenges (05:57) The AI Spending Boom (08:54) Data Center Dynamics (12:00) Valuations and Market Trends (15:00) Speculation and Market Sentiment (18:08) Long-Term Investment Strategies (20:57) The Role of Cash in Investing (24:03) The Future of AI and Market Bubbles (26:52) The Case for Bitcoin and Crypto Diversification (35:07) The Value of Stocks vs. Crypto (39:22) Insights from Multi-Bagger Stocks Research (53:29) Investment Strategies and Screening Criteria (57:33) The Future of Railroads and Industry Consolidation To see more of John's work, check here: https://lastbastion.com/subscribe/ ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Oscar Health Stock: Undervalued or Overhyped? (Ticker: OSCR) 1:04:15

25 days ago1:04:15

1:04:15

On this episode of Chit Chat Stocks, Brett gives a research report on Oscar Health (ticker: OSCR) . We discuss: (03:05) Understanding the Affordable Care Act (05:57) Oscar Health's Business Model and Market Position (09:03) User Experience in Health Insurance (12:15) Profitability Challenges in Health Insurance (15:42) Oscar Health's Growth and Market Share (18:42) Management Changes and Leadership Impact (22:42) Market Opportunities and Competitive Landscape (33:12) Navigating Financial Headwinds in Healthcare (38:27) The Rise of Individual Coverage Health Reimbursement Arrangements (41:41) Profitability Uncertainty in the Health Insurance Sector (46:30) +Oscar: A Moonshot for Oscar Health (50:44) Valuation Challenges and Market Perception (59:01) Emerging Moats in Health Insurance Subscribe to our Substack and read the full report: https://chitchatstocks.substack.com/ **************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Google's Monster AI Growth; $TSLA Wobbles; Chipotle's Plunge; $OPEN and The Return of Meme Stocks 1:04:34

30 days ago1:04:34

1:04:34

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: (01:24) Meme Stocks and American Eagle (03:02) Alphabet's Earnings Report (23:24) Philip Morris: Market Trends and Performance (29:00) OpenDoor: A Meme Stock Analysis (36:59) Tesla: Market Reactions and Insights (47:13) Chipotle's Declining Performance and Market Position (53:30) Home Builders: Current Trends and Future Predictions ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Leandro From Best Anchor Stocks Returns To Pitch An Underfollowed Biopharma Winner (Stevanato, Ticker: STVN) 53:01

5 weeks ago53:01

53:01

On this episode of Chit Chat Stocks, we speak with Leandro from the Best Anchor Stocks newsletter on a biopharma stock he recently researched. We discussed: (00:00) Introduction and history (04:31) Understanding the Pharmaceutical Supply Chain (07:30) Exploring Business Segments (12:06) High Value Products vs. Bulk Products (14:24) The Impact of AI on Drug Development (17:17) Current Industry Cycles and Demand Dynamics (21:24) CapEx Expansion and Future Capacity (24:04) Drivers of Demand for Products (26:33) The Impact of GLP-1s on Business Dynamics (29:27) Navigating Tariff Impacts in the Pharmaceutical Supply Chain (32:21) Understanding Competition in the Pharmaceutical Packaging Industry (36:45) The Advantages of Vertical Integration (41:41) Valuation Insights and Market Perception (47:38) Identifying Risks and Challenges Ahead (51:54) Exploring Best Anchor Stocks and Investment Strategies Leandro's Twitter: https://x.com/Invesquotes Best Anchor Stocks: https://www.bestanchorstocks.com/ ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Meta's $100 Billion AI Bet; Will Jerome Powell Be Fired? Nvidia Sells China; Earnings Season Kickoff (NFLX, ASML, TSM, IBKR) 1:04:21

5 weeks ago1:04:21

1:04:21

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: (01:27) ASML Analysis and Market Volatility (09:56) Taiwan Semiconductor's Growth and Market Position (17:26) Netflix's Earnings and Business Model (25:00) Bubble Watch: Meme Stocks and Market Valuations (32:58) Evaluating Palantir's Future Cash Flow (35:43) Interactive Brokers Earnings Review (41:20) Cloudflare's AI Crawler Blockade (47:08) Meta's Ambitious Data Center Plans (54:51) Musk's Circular Investments and XAI (01:00:08) Political Pressures on Jerome Powell ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Grab Holdings: The Super App Dominating Southeast Asia (Ticker: GRAB) 1:05:04

6 weeks ago1:05:04

1:05:04

On this episode of Chit Chat Stocks, Ryan gives a research report on Grab Holdings (Ticker: GRAB) , the Uber and DoorDash (and more?) of Southeast Asia. We discuss: (02:20) The Birth of a Super App (09:23) Grab's Business Model Evolution (23:40) Expanding Services: Delivery and Beyond (30:59) Financial Services: A New Frontier (34:10) Growth and Risks of GXS Bank's Loan Portfolio (36:41) Challenges of Analyzing New Banks (39:19) Is Grab Trying to Do Too Much? (41:58) Competition Landscape: Grab vs. Uber (46:20) Grab's Market Position and Financial Services (49:34) Valuation Insights and Financial Projections (59:23) Management Evaluation and Future Outlook ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Zuckerberg's Superintelligence Team; 3 Stocks We Just Bought For Our Portfolios; What Will Be The Largest Company In The World By 2030? 1:02:41

6 weeks ago1:02:41

1:02:41

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: (02:06) Delta Earnings and Consumer Spending Insights (08:01) Recent Stock Purchases (22:52) Taiwan Semiconductor: A New Investment Perspective (27:23) Predictions for the Largest Company by 2030 (33:27) Amazon's Subscription Revenue Growth (35:59) The Future of Alphabet and AI (39:57) Evaluating Major Tech Companies (44:43) Meta's AI Talent Acquisition Strategy (57:12) CoreWeave's Aggressive Expansion Plans ***************************************************** JOIN OUR NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
A Fintech Expert On Stablecoin Disruption And The Future Of Digital Payments 58:22

7 weeks ago58:22

58:22

On this episode of Chit Chat Stocks, we speak with Jevgenijs Kazanins from the Popular Fintech newsletter on all things stablecoins and the future of digital payments. We discuss: (01:29) Understanding Stablecoins: Definition and Functionality (07:08) The Future of Stablecoins: Potential Applications (08:10) Impact on Remittances and Cross-Border Payments (20:57) Stablecoins and Merchant Payment Processes (29:21) Rewards and Incentives in a Stablecoin Economy (31:58) The Evolution of Stablecoins and Blockchain Transactions (34:12) The Landscape of Stablecoin Issuers (36:23) Corporate Interest in Stablecoins (38:02) The Role of Banking Charters in Fintech (40:52) Stablecoins in Remittance and Competition (43:03) Government Perspectives on Stablecoins (46:06) Visa and MasterCard: Disruption or Adaptation? (50:07) Fintech Adoption Challenges and Opportunities (53:57) E-commerce and Payment Innovations SUBCRIBE TO POPULAR FINTECH: https://www.popularfintech.com/subscribe Twitter/X: https://x.com/jevgenijs ***************************************************** JOIN OUR NEWSLETTER AND FREE CHAT COMMUNITY: https://chitchatstocks.substack.com/ ********************************************************************* Chit Chat Stocks is presented by TSOH Investing Research. Long-term equity research with 100% portfolio transparency. Subscribe Today: https://thescienceofhitting.com/ ********************************************************************* Chit Chat Stocks is presented by Interactive Brokers . Get professional pricing, global access, and premier technology with the best brokerage for investors today: https://www.interactivebrokers.com/ Interactive Brokers is a member of SIPC. ********************************************************************* Fiscal.ai is building the future of financial data. With custom charts, AI-generated research reports, and endless analytical tools, you can get up to speed on any stock around the globe. All for a reasonable price. Use our LINK and get 15% off any premium plan: ⁠https://fiscal.ai/chitchat ********************************************************************* Bluechippers Club is a tight-knit community of stock focused investors. Members share ideas, participate in weekly calls, and compete in portfolio competitions. To join, go to ⁠Blue Chippers and apply! Link: ⁠https://bluechippersclub.com/ ********************************************************************* Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.…

Chit Chat Stocks

1
Buying OpenAI With Robinhood's Tokenized Trading; Figma's S-1 Drop; Tesla's Dire Situation? 1:03:04

7 weeks ago1:03:04