Chit Chat Stocks

Chit Chat Stocks

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Jerome Powell Takes a Stand; Taiwan Semi's Capex Surge; Catching Software Stock Falling Knives

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(01:15) The Software Apocalypse(21:36) AI and Software Development(30:30) Housing Market Insights(34:17) TripAdvisor ...  Show more

A US Defense Spending Supercycle? 7 Top Stocks For The Coming Spending Boom

On this episode of Chit Chat Stocks, Brett and Ryan dive into a secular theme: defense spending. We look at seven different stocks -- both small and large -- as ways to play the defense spending boom in the United States. We discuss:(00:00) Introduction(01:59) Exploring the Defen ...  Show more

A Venezuelan Shakeup; Top S&P 500 Winners And Losers From 2025; The Return Of Small cap Of The Week

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(00:56) Geopolitical Impacts on Investments(05:20) Venezuelan Economic Landscape and Investment Opportunities(11:04) ...  Show more

An Investment Manager Tells Us Why Turning Point Brands Is The Best Way To Play The Nicotine Pouch Growth Story (Ticker: $TPB)

On this episode of Chit Chat Stocks, recurring guest Fabio from Capital Mindset and Fraxinus Capital Management pitches Turning Point Brands (Ticker: TPB) as the best pure play bet on the nicotine pouch space. We discuss:(00:00) Introduction(03:58) Exploring Turning Point Brands: ...  Show more

2026 Stock Market Predictions

On this episode of Chit Chat Stocks, we take a look back at our 2025 returns, we analyze last year's market predictions, and we make 6 new bold predictions for 2026. These include our takes on the overall economy, big tech, and stocks/sectors that we think could outperform or und ...  Show more