Brett Schafer

Brett Schaefer, co-host of the Chit Chat Stocks podcast, dives deep into his personal investment portfolio, sharing strategies and insights on his top holdings. He discusses new positions in British American Tobacco and Adobe, and how he navigates market volatility. The conversation highlights the performance of stocks like Nelnet and O'Reilly, exploring their growth potential in various sectors. Listeners are encouraged to reflect on their portfolios and learn about effective cash management and diversification techniques.

Brett Schafer, co-host of Chit Chat Stocks, joins the discussion with insights on transformative CEOs shaping today's stock market. They delve into capital allocation, highlighting standout leaders like Bom Suk Kim of Coupang and Brian Chesky of Airbnb. The talk explores innovative strategies from American Express and the burgeoning success of Nubank in Latin America. Listeners will appreciate the emphasis on strategic decision-making that drives long-term shareholder value and the evolving landscape of corporate leadership.

Brett Schaefer from the Chit Chat Stocks podcast shares insights on international investing and the advantages of portfolio diversification. He emphasizes starting with a 10% allocation in familiar markets, like Mexico and Europe, while avoiding unstable regions. The conversation covers the power of American Depository Receipts (ADRs) for accessing foreign stocks and highlights the complex differences between IFRS and US GAAP accounting standards. Schaefer also discusses the impact of currency fluctuations and the accessibility of international brokerages for beginner investors.

Brett Schafer, the mind behind Chitchat Stocks, dives into the art of sourcing investment ideas. He emphasizes the importance of trustworthy sources and how platforms like Twitter and newsletters can enhance research. Brett shares tips on using stock screeners to uncover undervalued gems and discusses the value of networking in the investment community. He highlights how understanding your investments can reduce panic during market downturns, making informed decisions a key takeaway. Discover how serendipity can lead to great stock finds in unexpected places!

Join financial experts Simon Erickson, founder of 7Investing, and Ryan Henderson & Brett Schafer, co-hosts of Chit Chat Money, for a lively discussion on reckless predictions for 2024. They reflect humorously on past forecasts and dive into bold insights about tech stocks, the EV market rivalry between Tesla and Ford, and the potential seismic shifts in the housing market. The trio also tackles intriguing economic forecasts, exploring the impact of rising interest rates and geopolitical tensions. It's a fun blend of laughs and investment wisdom!