Jason and Jeff tackle the current wave of market chaos—from oil price spikes and tariffs to the "AI is killing software" narrative. They dive into how they're personally navigating the noise, sharing recent portfolio additions such as Phinia (PHIN) and Clearway Energy that appear insulated from the macroeconomic volatility. They also unpack the AI software scare with deep dives into Toast, ServiceNow, and Procore, and Jason issues a warning about the hidden risks lurking in the booming private credit market.

01:19 AI Tariffs Oil Backdrop

03:38 Housekeeping Mailbag Plug

04:42 Staying the Course

07:18 Markets Recover Before Clarity

12:04 Stock Pick PHIN

19:01 Renewables Reality Check

20:54 Clearway Energy Buy

24:50 Energy Security and Oil Flows

26:36 Oil And Geopolitics

27:29 Krugman On Price Spikes

30:33 Toast Stock Breakdown

35:44 ServiceNow AI Strategy

37:35 Procore Construction Software

42:17 Private Credit Risks

47:38 Staying Invested In Chaos

49:19 Process Over Headlines

Companies mentioned: BAM, BEP, BX, CPNG, CWEN, DASH, ENPH, FOUR, KKR, NOW, ORCL, OWL, PCOR, PHIN, PYPL, SHOP, SQ, TOST

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Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube

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