 |
Chit Chat Stocks
A podcast helping you find your next great investment. Episodes out Wednesday and Friday mornings. Hosted by Ryan Henderson and Brett Schafer. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
The AI Market Crash Is Here; Reddit, Axon, And Uber Earnings; Asymmetric Stocks With Travis Hoium
Friday, 6 November, 2026
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 (01:52) Discussion on market turmoil, debt markets closing for AI build-outs, and the potential popping of the AI bubble. (04:59) Identifying stocks to watch during an AI downturn and evaluating Palantir's valuation. (08:03) The importance of not price anchoring and waiting for favorable fundamentals during a market downturn. (14:26) Analyzing Reddit's earnings, ARPU expansion, user base growth limitations, and AI data licensing potential. (25:29) Hims & Hers operational success, the upcoming launch of peptide products, and disrupting the medical field. (39:20) Axon's earnings report, stock-based compensation headwinds, and its post-earnings stock drop. (44:14) Analyzing Uber, ride-sharing moats, and the limitations of using AI agents to book physical rides. (52:20) Zillow's recent earnings, the strength of its rental business, and its position as an aggregator of demand. (55:47) Exploring SoFi's product cross-selling, deposit growth, and the broader shift toward digital-first banking. Asymmetric Investing: https://www.youtube.com/@asymmetricinvesting ***************************************************** Email us with any questions: chitchatmoneypodcast@gmail.com Subscribe to our newsletter and join our FREE chat community: emergingmoats.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. Learn more about your ad choices. Visit megaphone.fm/adchoices
