136 episodes

Every Tuesday morning our hosts Brett Schafer and Ryan Henderson riff on the top investing and business news from the previous week, interview guests, and make light of the ridiculousness of the investing world. If you are sick of dry, boring shows about investing, then this is the podcast for you. We also periodically dive into individual stocks on our Fundamental Analysis shows, where you can learn about a stock in one short episode. Brett and Ryan are not financial advisors, and anything they say on Chit Chat Money is not formal advice or a recommendation.

Chit Chat Money Chit Chat Money

    • Business
    • 5.0 • 1 Rating

Every Tuesday morning our hosts Brett Schafer and Ryan Henderson riff on the top investing and business news from the previous week, interview guests, and make light of the ridiculousness of the investing world. If you are sick of dry, boring shows about investing, then this is the podcast for you. We also periodically dive into individual stocks on our Fundamental Analysis shows, where you can learn about a stock in one short episode. Brett and Ryan are not financial advisors, and anything they say on Chit Chat Money is not formal advice or a recommendation.

    Jumia (JMIA) | Deep Dive

    Jumia (JMIA) | Deep Dive

    Jumia owns and operates an e-commerce business across multiple market segments. Jumia operates an online marketplace, a shipment/logistics business, and even maintains its own payment platform. Listen in as Ian, Brett, and Rayn dive into what the company does and where it could grow from here. Enjoy the show!
    Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
    Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
    Follow us on Twitter: https://twitter.com/chitchatmoney
    Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
    Email us: chitchatmoneypodcast@gmail.com
    Timestamps
    Company Background | (2:34)
    Industry | (5:46)
    Management & Ownership | (8:44)
    Valuation | (14:43)
    Earnings | (15:56)
    Balance Sheet | (18:28)
    Our Analysis | (21:15)
    Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Jake Taylor - A Call From Munger & the Role of Solitude

    Jake Taylor - A Call From Munger & the Role of Solitude

    This week Jake Taylor joins us to discuss Charlie Munger and how Jake got into his career. Jake mentions that he rarely pays retail price for anything and explains how that has carried over into his investment career. Listen in after the interview to hear Brett and Ryan's show notes, including their comments on the annual Berkshire meeting. Let's go!
    Follow Jake Taylor on Twitter: https://twitter.com/farnamjake1?s=20
    Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
    Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
    Follow us on Twitter: https://twitter.com/chitchatmoney
    Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
    Email us: chitchatmoneypodcast@gmail.com
    Timestamps
    Interview 1st Half | (3:07)
    Interview 2nd Half | (28:35)
    Berkshire, Big Tech & Apple | (1:11:08)
    Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    ThredUp (TDUP) | Deep Dive

    ThredUp (TDUP) | Deep Dive

    ThredUp is an online resale marketplace that allows users to buy and sell secondhand apparel and accessories. The company aims to reject fast-fashion and throwaway fashion culture. Listen in as Brad, Brett, and Ryan dive into the company's background as well as what growth factors may impact ThredUp. As always enjoy the show!
    Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308
    Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20
    Follow us on Twitter: https://twitter.com/chitchatmoney
    Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
    Email us: chitchatmoneypodcast@gmail.com
    Timestamps
    Company Background | (3:35)
    Industry | (6:53)
    Management & Ownership | (9:06)
    Valuation | (11:09)
    Earnings | (12:29)
    Balance Sheet | (14:48)
    Our Analysis | (15:55)
    Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Squarespace (SQSP) | Deep Dive

    Squarespace (SQSP) | Deep Dive

    Squarespace is a low code website building and hosting tool. Platforms like Squarespace allow clients to establish an online presence with simple drag and drop website creation. Listen in as Ian, Brett, and Ryan dive into what Squarespace does and how the company can perform going forward. Enjoy the show!
    Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
    Follow Ian and check out his work on Twitter: https://twitter.com/IanGrayLive
    Follow us on Twitter: https://twitter.com/chitchatmoney
    Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
    Email us: chitchatmoneypodcast@gmail.com
    Timestamps
    Company Background | (2:15)
    Industry | (6:29)
    Management & Ownership | (8:17)
    Valuation | (11:19)
    Earnings | (14:49)
    Balance Sheet | (16:47)
    Our Analysis | (20:55)
    Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Jon Bathgate - Optionality & Resiliency

    Jon Bathgate - Optionality & Resiliency

    Jon Bathgate joins us this week to discuss semiconductors, resiliency, and optionality. Jon covers his background and how he got to NZS Capital. Listen in after the interview to hear Brett and Ryan share their favorite stories from the week. Let's go!
    Follow Jon Bathgate on Twitter: https://twitter.com/jbathgate?s=20
    Subscribe to 7 Investing with the code "CCM": https://7investing.com/subscribe/
    Subscribe to our YouTube channel: https://www.youtube.com/c/ChitChatMoney
    Follow us on Twitter: https://twitter.com/chitchatmoney
    Visit our website to see more from your hosts Ryan and Brett: https://www.chitchatmoney.com
    Email us: chitchatmoneypodcast@gmail.com
    Timestamps
    Interview 1st Half | (2:49)
    Interview 2nd Half | (30:24)
    WeWork, Apple Podcasts & more | (57:10)
    Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

    Coupang (CPNG) | Deep Dive

    Coupang (CPNG) | Deep Dive

    Coupang operates an e-commerce business primarily in South Korea. With South Korea's dense population Coupang is able to provide phenomenal delivery times because the company has a logistics center within 7 miles of 70% of the population. Listen closely as Brad, Brett, and Ryan discuss the company's background and where Coupang can grow from here. As always enjoy the show!
    Subscribe to Potential Multibaggers: https://seekingalpha.com/checkout?service_id=mp_1308
    Follow Brad and check out his work on Twitter: https://twitter.com/StockMarketNerd?s=20
    Follow us on Twitter: https://twitter.com/chitchatmoney
    Subscribe to our Youtube Channel: https://www.youtube.com/channel/UCG5Ni-SI-jyrEsoNUhqftNQ
    Email us: chitchatmoneypodcast@gmail.com
    Timestamps
    Company Background | (2:47)
    Industry | (6:50)
    Management & Ownership | (10:05)
    Valuation | (13:21)
    Earnings | (14:23)
    Balance Sheet | (16:33)
    Our Analysis | (17:58)
    Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation. Brett Schafer and Ryan Henderson are general partners and portfolio managers at Arch Capital. Arch Capital and its partners may hold securities discussed on this show.
    Learn more about your ad choices. Visit megaphone.fm/adchoices

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