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Our First AMA Episode (AI Bubble, Investing Regrets, and Personal Goals)
On this episode of Chit Chat Stocks, Brett and Ryan perform their first "Ask Us Anything" (AMA) episode, where they answer 15 questions pre-submitted by listeners. If you want to participate in future AMA episodes, make sure to subscribe to the podcast on Substack and follow us on Twitter/X.
We discuss:
00:00 Introduction
02:45 The AI Trade
15:49 Missed Investment Opportunities
22:04 Investing beyond AI
25:19 What the market doesn't understand
33:17 Understanding Stock Investment Theses and KPIs
40:37 The Impact of Crypto Leverage on Market Dynamics
42:21 Analyzing Portillo's: A Case Study in Value Investing
44:28 Balancing Professional Life and Stock Research
47:28 Long-Term Vision with Nelnet
51:25 Favorite Financial Media and Learning Resources
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JOIN OUR EMAIL NEWSLETTER AND CHAT COMMUNITY: https://chitchatstocks.substack.com/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
Published on 10 hours ago