Investing Unscripted

205. The 3 Questions Every Investor Should Answer

Fri, 15 May 2026 11:59:00 -0000

Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explores how to align your asset allocation with your time horizon, debates the merits of "set it and forget it" target-date funds versus active stock picking, and highlights the hidden drag of high mutual fund fees. They also tackle the psychological battle of lump-sum investing versus dollar-cost averaging and explain why tracking your overall net worth is far healthier than obsessing over individual stock movements.

01:11 Three Buckets Framework

03:45 Define Your Why

04:51 Goals And Time Horizons

08:59 Multiple Goals In Life

11:37 Choose Investor Style

13:30 Target Date Basics

18:20 Fees And Fund Reality

23:31 Avoid Overactivity Trap

25:39 Build A Repeatable Process

27:58 Tracking Performance Wisely

29:19 Detach Stock From Business

30:33 Keep Score With Benchmarks

34:01 Net Worth And Debt Tracking

35:54 Fee-Only Advisor Check In

38:51 Lump Sum Vs Dollar Cost

43:30 Tax Buckets And Accounts

47:40 Roth Limits And Workarounds

49:18 Options Income Tax Placement

50:56 Build A Review Checklist

Companies mentioned: AVGO, FTNT, NFLX, NVDA

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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204. Stocks for the AI Hater

Wed, 06 May 2026 10:00:00 -0000

In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. The duo builds an "Anti-AI" portfolio of companies that are positioned to thrive regardless of whether the tech boom goes bust. They break down the pricing power and operational efficiency of retail giants Costco and TJX Companies, unpack the ongoing roll-up strategy of Brad Jacobs' QXO, and explore high-yield opportunities in REITs like CareTrust and EPR Properties. Plus, Jason makes the case for investing with the ultra-wealthy by buying shares of the Atlanta Braves, taking plenty of shots at Jeff's beloved New York Mets along the way.

01:42 Why Look Beyond AI

07:27 AI Backlash and Reality Check

11:00 Berkshire Weekend Teaser

11:53 Picking AI Proof Stocks

12:55 Costco as Safe Retailer

16:40 Costco Ops and Tech Edge

21:37 TJX Treasure Hunt Model

25:49 Phinia Gas Engine Parts

29:29 Commercial Auto Parts Angle

30:10 Delphi Brand Recognition

30:33 QXO Rollup Strategy

32:56 Synergies And TopBuild Deal

38:12 Tech Stack Efficiency Play

39:05 CareTrust REIT Overview

42:23 EPR Experiential REIT

45:42 EPR Dividend Growth Case

46:48 Braves Stock BATRA Pitch

50:32 Stadium Real Estate Upside

51:54 Valuation Versus Padres Deal

Companies mentioned: BATRA, COST, CTRE, EPR, PHIN, QXO, TJX

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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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First Fridays 30. May 2026

Mon, 04 May 2026 10:00:00 -0000

Join Jason and Jeff for the May First Fridays stream as they review the Portfolio Contest leaderboard, debate Duolingo's AI risks, and unpack the Starbucks turnaround under Brian Niccol.

02:01 Gemini Promo Video Fails

04:11 Portfolio Contest Update

09:44 Late Entries Penalty Tab

11:38 Ratings Reviews Push

13:46 Title Month Mixup

17:21 Duolingo Earnings Debate

22:43 AI Efficiency Threats

24:56 SaaS Risk Positioning

26:40 Gemini Video Fail

30:18 AI Thumbnail Drama

33:14 Starbucks Turnaround Signs

37:19 China Strategy Shift

40:44 Operational Fixes Ahead

42:47 Disruption Beyond Rivals

43:49 Earnings Season Winners

Companies mentioned: AMD, AMZN, BE, DUOL, FIX, GOOG, GOOGL, HOOD, IBM, KNSL, LKNCY, MELI, META, NOW, ROKU, SBUX, SOFI, TTD, TXN, VRT

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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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203. April 2026 Mailbag

Wed, 29 Apr 2026 10:00:00 -0000

In this April 2026 Mailbag, Jason and Jeff tackle a massive listener question about portfolio concentration in retirement, debating the merits of holding onto tiny "VC-minded" positions like Warby Parker and QuantumScape versus consolidating into bigger winners. They also provide an update on the "boring" but beautiful Brookfield Infrastructure, exploring its pivot toward modern assets like semiconductor fabs and its impressive 17-year streak of dividend increases. Later, they unpack the nuances of the private credit scare—and why major banks might have more exposure than investors realize.

00:35 Spotify Review Challenge

04:43 Retirement Portfolio Breakdown

06:20 Concentration vs Diversification

10:54 Options Income Bucket

12:49 Trim Small Positions

17:58 Enjoy Investing vs Indexing

19:57 Taxes and Ezra Klein Plug

20:55 Brookfield Infrastructure Update

22:52 Modern Infrastructure Shift

23:21 Intel Ohio Fab Deal

23:47 Energy Pivot Opportunities

24:35 Leadership Sam Pollock

26:38 Market Sensitivity Brookfield

28:35 Dividend Yield Return Math

30:45 Private Credit Reality Check

37:06 Risk Discounting Framework

38:35 AI Prompts Investing Workflow

40:41 AI Bias And Transcript Shortcuts

46:52 Comment Of The Month Wrap

Companies mentioned: ADBE, AXON, BAM, BIP, BIPC, INTC, JPM, NVDA, OWL, QS, ROKU, SOFI, WFC, WRBY, ZM

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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202. I (Still) Gotta Think About That One

Wed, 22 Apr 2026 10:00:00 -0000

In this episode of Investing Unscripted, Jason and Jeff revive a fan-favorite format: letting AI randomly select stocks from their personal portfolios for a rapid-fire review. For each chosen stock, the hosts must explain what the company does, build the best "bear case" against it, and declare whether they would buy it at today's prices. Jeff tackles the tech heavyweights, defending Nvidia against the threat of purpose-built AI chips, exploring how "vibe coding" could eat away at Shopify's margins, and evaluating CrowdStrike's post-outage reality. Meanwhile, Jason embraces his love for "boring" businesses, breaking down the massive cash flows of pipeline operator Enterprise Products Partners, the underwriting discipline of internet-bank Axos Financial, and the cost-of-capital risks for Clearway Energy.

03:13 Spotify Ratings Challenge

04:24 Pick 1 CrowdStrike Bear Case

08:00 Quantum and AI Disruption Talk

14:21 Pick 2 Enterprise Products Explained

20:13 Would You Buy It Valuation Talk

25:09 Pick 3 Nvidia Bear Case Setup

27:47 Nvidia Valuation Debate

30:41 Nvidia Bear Case Shifts

34:40 Axos Financial Overview

36:19 Axos Bank Risks

40:48 Shopify Bear Thesis

43:01 Shopify Platform Risks

51:33 Clearway Energy Yieldco

Companies mentioned: AX, CRWD, CWEN, EPD, NVDA, SHOP

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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201. SpaceX’s $2 Trillion IPO and the Space Economy with Lou Whiteman

Wed, 15 Apr 2026 10:00:00 -0000

In this episode, Jason and Jeff bring on Motley Fool analyst Lou Whiteman for a masterclass on investing in the space industry. They break down the hype surrounding SpaceX's potential $2 trillion IPO and debate how much of that valuation is actually justified by its core businesses (Launch, Starlink, Starshield, xAI). Lou outlines his five distinct buckets of the space economy—ranging from launch infrastructure and connectivity to Earth observation and defense tech—and shares why companies like Rocket Lab and Redwire are catching his eye. Plus, Lou reveals the sub-sectors he’s actively avoiding and explains why traditional defense contractors like Lockheed Martin might currently be the most compelling way to play the space boom.

03:08 SpaceX Business Breakdown

05:55 Space Market Tailwinds

08:49 Why Launch Demand Surges

11:20 New Space Use Cases

14:48 SpaceX IPO Valuation Math

19:14 IPO Pricing and Aftermarket

23:11 What Success Looks Like

23:36 Capital Needs Debate

24:40 Starship Risks Ahead

25:46 Space Investing Ad Break

27:13 Mapping Space Sectors

30:59 Where Space Gets Risky

36:20 Top Picks To Research

40:16 Consolidation And Legacy Primes

41:28 Avoiding Hype Traps

Companies mentioned: AMZN, ASTS, BKSY, GSAT, KTOS, LDOS, LHX, LMT, LUNR, META, NOC, PL, RDW, RKLB, TMUS, TSLA, V, VZ

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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First Fridays 29. April 2026

Mon, 13 Apr 2026 04:00:00 -0000

In the April 2026 First Friday livestream, Jason and Jeff break down the current "market vibes," debating whether the market's resilience is masking a hair-trigger sensitivity to AI hype and PR spin. They announce the Q1 winner of the listener portfolio contest—congratulations to Discord member Vinny G!—and review the progress of their own 2026 picks. The duo dives deep into the executive turnover at The Trade Desk, the slow-moving turnaround at PayPal, and whether Kinsale Capital is simply a cyclical price taker or a highly efficient operator. Plus, Jason reveals his new Roth 401 (k) strategy, and Jeff vehemently defends his "lazy" personal finance choices.

03:01 Market Vibes Resilience

06:26 AI Hype And Volatility

09:54 Cybersecurity Rumor Debate

12:19 Cringey AI Promo Clip

14:35 Portfolio Contest Rules

16:31 Q1 Winner And Charity

21:09 Patreon Standings And Long Game

24:22 Portfolio Reflections And Trade Desk

28:00 Board Sale Speculation

30:49 Backing Jeff Green

32:19 Position Sizing Rules

32:45 Founder vs Operator Debate

37:11 Kinsale Competition Pressure

38:40 Kinsale Underwriting Edge

42:23 Specialty Insurance Tailwinds

45:30 PayPal Value Trap Risk

52:15 Roth 401k Moves

55:20 Roth Optionality Strategy

57:46 Favorite Dividend Picks

Companies mentioned: BIP, BIPC, BORR, CTRE, EPR, GOOG, GOOGL, KNSL, MA, MELI, NOW, PLSDF, PLTR, PYPL, RBRK, RKLB, SECYF, TTD

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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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200. 200 Stocks for 200 Episodes

Wed, 08 Apr 2026 10:00:00 -0000

In this milestone 200th episode of Investing Unscripted (yes, the last episode was an April Fool's joke!), we tackle a question that plagues many investors: how many individual stocks should you actually own? We debate the merits of a heavily concentrated portfolio versus broad diversification, especially during periods of market uncertainty. We also unpack the psychological dangers of blindly adding to your winners and why it's crucial to adapt your investing strategy as your personal financial goals change over time.

03:13 Spotify Ratings Challenge

05:04 How Many Stocks

06:30 Concentration vs Diversification

09:06 Is This More Uncertain

14:11 Should Uncertainty Change Holdings

15:48 Jason Reframes Portfolio Size

21:25 Portfolio Size Debate

23:55 Conviction Versus Bias

26:58 Averaging Up Winners

28:42 Kinsale Capital Case

32:59 Watchlist FOMO Trap

34:48 Concentration And Time

40:05 Automate When Anxious

43:15 Humility And Evolving

Companies mentioned: AAPL, AMZN, CDNS, CRWD, DFH, GE, JRVR, KNSL, MSFT, NVDA, S, SNPS, TOST, TTD

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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199. Knowing When to End a Good Thing

Wed, 01 Apr 2026 10:00:00 -0000

In this monumental episode of Investing Unscripted, Jason and Jeff announce that they are bringing the podcast to an end—just one episode shy of their 200th milestone. This short reflection episode looks back on past guests, topics, and what had the biggest impact.

01:00 Why the Show Is Ending

02:28 Retrospective and Keeping It Light

03:28 Favorite Guests and Surprise Connections

05:40 Jim Gillies and Early Episodes

06:37 First Friday Livestream Memories

08:06 Podcast Community and Crossovers

09:25 Behind the Scenes Editing and Filler Words

10:21 How Podcasting Shaped Investing Views

11:14 Podcast Shapes Investing

13:40 Investor Identity Distilled

16:31 Talking Through Ideas

18:02 Favorite Episode Formats

20:46 Running Toward Fires

26:54 Wrap Up And Thanks

Companies mentioned: BAM, BN, CRWD, MSFT, S

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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198. March 2026 Mailbag

Wed, 25 Mar 2026 10:00:00 -0000

In this month's mailbag, Jason and Jeff tackle a wide array of listener questions, ranging from the tax efficiency of holding dividend stocks in taxable accounts to the potential risks of the NASDAQ fast-tracking private giants like SpaceX into its indexes. They also weigh in on newlyweds combining finances and choosing between brokerages like Schwab and Fidelity. Finally, the duo breaks down Walker & Dunlop's recent post-earnings stock drop and debates where to safely park your cash after hitting a major savings goal.

03:14 Taxable Dividend Strategy

11:54 Nasdaq Index Rule Changes

20:27 Dividend Bucket Rethink

25:57 Dividend Growth Compounding

26:38 Mastercard Low-Yield Lesson

27:42 Instagram Mailbag Setup

28:50 Consolidating Brokerage Accounts

31:47 Schwab Versus Fidelity

34:22 Combining Finances After Marriage

35:45 Money Talks and Guardrails

40:12 Walker and Dunlop Earnings

42:43 Investing After Saving Goal

45:43 Risk Spectrum and Time Horizon

Companies mentioned: AAPL, BOC, CRM, MA, META, MTH, QQQ, SCHW, WD

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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197. Investing Through Chaos

Wed, 18 Mar 2026 10:00:00 -0000

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

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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First Fridays 28. March 2026

Sun, 15 Mar 2026 13:00:00 -0000

In this slightly belated "First Fridays" live stream, we dive into the current "vibes" of the stock market, check in on the 2026 Portfolio Contest, debate the long-term viability of MercadoLibre's lending business, and talk about Greg Abel’s first annual letter to Berkshire Hathaway shareholders.

01:53 Index Funds Running Joke

04:08 Market Vibes Check

06:28 K Shaped Economy Talk

12:09 Portfolio Contest Update

23:46 QuantumScape Buy Explained

27:59 Donut Labs Battery Debate

30:57 Battery Value Metrics

31:34 Kids Pick Stocks

32:58 Market Moves This Week

36:56 MercadoLibre Discount Debate

44:42 Options Premiums Q&A

47:13 Using Claude for Research

50:27 Greg Abel Letter Take

55:30 Berkshire After Buffett

Companies mentioned: AAPL, AMZN, AXP, BRK.B, ENR, KNSL, KO, MCO, MELI, QS, RKLB, TM

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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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196. Chit Chat Stocks, Unscripted

Wed, 11 Mar 2026 10:00:00 -0000

Ryan Henderson and Brett Schafer from the Chit Chat Stocks podcast join us for a special unscripted episode to track their evolution from college-aged podcasters running a family-and-friends fund to seasoned individual investors. We discuss learning the harsh realities of valuation during the 2022 bear market, the dangers of "analysis paralysis," and whether mastering your own psychology is more important than understanding financial mechanics. We also debate the merits of starter positions, explore Ryan's strict "three-year holding rule," and reveal the current watchlist stocks they are waiting to buy—along with the ones they kick themselves for missing.

02:09 Meet Chit Chat Stocks

04:30 Origin Story

08:56 Early Podcast Lessons

10:26 Valuation Reality Check

12:29 Mistakes Shape Process

14:09 Bear Market Incentives

18:19 Investing In Public

21:30 Overthinking Valuation

24:07 Match Vs Spotify

28:18 Costco One Share Rule

29:18 Owning Through Drawdowns

29:58 Fund Pressure vs Flexibility

32:26 Starter Positions Debate

34:07 Psychology Beats Fundamentals

38:03 Know Your Investing Style

39:57 When Stocks Go Nowhere

44:15 Rules to Avoid Selling

47:35 Build a Personal Framework

51:52 Watchlist Valuation Picks

55:40 Where to Find Their Work

59:14 Final Wrap and Signoff

Companies mentioned: ADYEY, AMZN, AXP, CAVA, COST, CPNG, CSU, HIMS, IBKR, MELI, MNDY, MRNA, MTCH, PYPL, RKLB, ROKU, SPOT, TSLA

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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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195. Stocks Unscripted, March 2026

Wed, 04 Mar 2026 11:00:00 -0000

Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Datadog on a recent dip and his strategy for adding to Enphase, while Jason explains how he is using options (specifically selling puts) to generate income while waiting for better valuations. Plus, they analyze the risk vs. reward of QuantumScape, debate the new CEO at PayPal, and play a game of "buy or get off the pot" that ends with a live stock purchase.

00:53 Unscripted Earnings Season

04:34 Jeff Did a Thing

06:43 Why Buy Datadog Now

09:14 AI Risks for SaaS

11:34 Selling Puts Strategy

17:06 Market Psychology Chegg

19:41 Market Efficiency Long Term

23:15 Enphase DCA Dilemma

25:46 How to Time Adds

28:08 Quarterly Info Is Noise

28:30 Enphase Through the Cycle

29:49 QuantumScape Solid State Promise

31:50 Timing the Entry Price

33:53 Asymmetric Upside vs Risk

36:24 PayPal CEO Shakeup

38:59 Reframing the PayPal Thesis

44:48 Small Positions to Fix

46:36 Airbnb Growth Proof Points

Companies mentioned: ABNB, ADBE, CHGG, DDOG, ENPH, PYPL, QS, UPST

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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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194. February 2026 Mailbag

Wed, 25 Feb 2026 11:00:00 -0000

We open the February 2026 mailbag to answer your questions on how to handle the psychological toll of the "SaaS apocalypse" and when it actually makes sense to buy the dip. We also discuss how to assess relative risk in a portfolio, dive deep into the differences between SentinelOne and CrowdStrike (including thoughts on stock-based compensation), and reveal the "falling knife" software stocks we are most tempted to buy right now, including ServiceNow and Salesforce.

00:51 First Friday Update

02:03 Mailbag Fear in Downturns

03:56 DCA and SaaS Selloff

06:15 Deploying Cash Rules

08:43 Add to Winners Not Losers

15:49 Risk in Portfolios

20:31 Position Sizing Examples

23:28 SentinelOne Profitability Debate

28:35 SentinelOne vs CrowdStrike

30:44 Cybersecurity Basket Strategy

31:42 M&A and Buyout Odds

33:12 CareTrust REIT Update

35:00 Discord Falling Knife Picks

35:35 ServiceNow Case

37:44 PayPal Options and CEO Risk

38:33 Salesforce AI and Valuation

42:50 How We Add Positions

47:28 Enphase and Gut Conviction

50:19 Secular Trends and EV Lesson

52:05 QuantumScape Battery Bet

52:37 Wrap Up and Where to Ask

Companies mentioned: ASML, CRM, CRWD, CTRE, ENPH, NOW, PYPL, QS, S, TSLA, TSM

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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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193. Nothing Works All the Time

Wed, 18 Feb 2026 11:00:00 -0000

We discuss the recent market dislocation where SaaS stocks are crashing while the broader market hits all-time highs. We break down the three main fears driving the sell-off and debate which companies—like Adobe and Salesforce—are actually at risk. Finally, we share how we are handling the volatility, with Jeff buying more Shopify and Jason using a "barbell strategy" to stay sane.

02:27 Housekeeping

03:53 Episode Setup

06:37 Three AI Threats to SaaS:

09:23 Is AI Really Different?

12:59 Stock Spotlight: Adobe

18:35 The Real Issue: Moats, Stickiness, Switching Costs, and Resetting SaaS Multiples

23:18 LLMs Aren’t Free

23:49 Why SaaS Stocks Are Selling Off

25:11 Shopify vs. Toast

27:06 Disruption Timelines & Valuation Reratings

29:19 Earnings Season as the Reality Check

31:53 Tactical Moves: Selling Puts for Margin of Safety

33:02 Barbell Portfolio Strategy: Growth on One Side, Dividends on the Other

Companies mentioned: ABNB, ADBE, ASAN, CRM, CRWD, ENPH, EPR, MNDY, MSFT, NOW, O, PYPL, SHOP, SQ, TEAM, TOST, TTD

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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192. Emily Flippen, Investing Survivor

Wed, 11 Feb 2026 11:00:00 -0000

We are joined by The Motley Fool's Emily Flippen to discuss her "Survivor" origins and why she believes empathy is the most underrated skill for investors. We also debate the difference between a "fad" and a "trend" in consumer goods (using Crocs vs. On Holding as the prime example), and Emily gives her honest take on "AI burnout."

00:32 Introducing Special Guest Emily Flippant

01:55 Emily's Journey to The Motley Fool

02:48 The Contrarian Path: Studying Business in China

03:13 The Ethical Dilemma and Finding The Motley Fool

06:11 The Art of Investing: Embracing Mistakes

08:07 The Weight of Public Stock Recommendations

12:29 Evolution as an Investor: From Value to Growth

19:35 Consumer Goods: The Fun Side of Investing

23:31 The 'Too Hard' Pile: Avoiding Complex Sectors

29:16 AI: The Double-Edged Sword

30:20 Is It a Bubble?

30:45 The Reality of AI Investments

31:08 Personal Investment Strategies

31:36 The Hype and Risks of AI

34:15 The Importance of Financial Goals

38:30 AI's Impact on Consumer Goods

43:18 The Future of AI and Society

48:07 Exciting Market Trends

Companies mentioned: CROX, ONON, PYPL

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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191. Stocks We’re Excited About

Wed, 04 Feb 2026 11:00:00 -0000

We break down the six stocks we are most excited to watch this earnings season (and why "excited" doesn't necessarily mean we're buying). Jeff discusses Lemonade's path to 2026 profitability and why Rocket Lab is entering a critical "prove it" phase with its Neutron rocket, while Jason makes the case for Canadian Solar trading at half its book value and explains why SentinelOne offers a better risk/reward profile than CrowdStrike.

00:32 Discussing Stocks and Earnings Season

01:48 Analyzing Financial Statements and Risks

02:56 The Importance of Full-Year Results

04:16 Exciting Stocks and Future Prospects

05:57 Deep Dive into Canadian Solar

12:17 Exploring the Renewable Energy Market

17:55 Lemonade: A Stock with Potential

27:21 Lemonade Stock's Volatility and Future Outlook

28:11 Deep Dive into QuantumScape

32:15 Rocket Lab's Progress and Challenges

36:50 SentinelOne's Potential in Cybersecurity

40:42 PayPal's Strategic Focus and Future Prospects

46:58 Lightning Round: Stock Picks and Predictions

Companies mentioned: CRWD, CSIQ, LMND, PYPL, QS, RKLB, S

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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190. January 2026 Mailbag

Wed, 28 Jan 2026 11:00:00 -0000

We open the mailbag to answer your questions on whether Life Insurance Retirement Plans (LIRPs) are a scam, if spending millions on a Super Bowl commercial is ever a good idea (looking at you, CrowdStrike), and if equal-weight S&P 500 ETFs are the best way to hedge against a tech crash. Plus, we debate the future of the energy sector, discuss the power of "stock cannibals" like Adobe and PayPal, and reveal the two stocks we think could generate life-changing returns over the next 15 years.

01:44 Housekeeping and Listener Support

02:53 Diving into Listener Questions

03:04 Explaining Life Insurance Retirement Plans

09:03 Super Bowl Commercials: Worth the Investment?

16:47 Exploring ETF Diversification

23:10 Introduction and Wayne's Email

23:17 Colin's Energy Market Inquiry

24:04 Oil and Gas Market Dynamics

27:38 Investment Strategies in Energy Sector

29:48 Wayne's Question on ADRs

32:17 John's Query on Stock Buybacks

37:41 Ramey's AI and Investment Question

43:27 Future Investment Picks

47:23 Spam Comment of the Month

Companies mentioned: ADBE, AZO, CRWD, GDDY, KNSL, KR, ORLY, PSX, PYPL, RKLB, TBBB, TTE, TXN

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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189. The 3 Financial Docs You Need to Know

Wed, 21 Jan 2026 11:00:00 -0000

In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia’s recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line.

01:33 The Importance of Financial Statements

04:59 Understanding the Income Statement

11:07 Revenue and Cost of Goods Sold

16:02 Operating Expenses and Income

18:39 Interest, Taxes, and Net Income

23:06 Depreciation, Amortization, and Goodwill

28:33 Introduction to the Balance Sheet

31:42 Understanding Current Assets and Liabilities

33:18 Accounts Receivable and Revenue Recognition

34:49 Inventory Management Insights

39:59 Exploring Goodwill and Intangible Assets

44:21 Diving into Liabilities and Working Capital

47:04 Cash Flow Statement Breakdown

58:32 Using Tools to Analyze Financial Statements

Companies mentioned: AAPL, BRK.B, INTC, MKL, NVDA, TGT, TJX, TREX

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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188. How to Use AI to Research Stocks (w/ Brian Feroldi)

Wed, 14 Jan 2026 11:00:00 -0000

Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We discuss the difference between a "price bubble" and an "earnings bubble" (and which one Nvidia might be in), share specific prompting strategies to stop AI from hallucinating, and run a live demo analyzing Green Brick Partners from scratch.

00:55 Introducing the Guest: Brian Feroldi

01:43 AI in Investing: A Game Changer

03:40 Understanding AI Bubbles

07:08 Using AI for Stock Research

10:57 Optimizing AI Prompts for Investing

16:59 The Role of AI in Investment Decisions

19:42 AI Tools and Techniques

26:25 Understanding AI's Learning Process

26:49 Effective Prompting Techniques

26:54 Role Assignment and Citations

27:45 Step-by-Step Instructions for AI

28:08 Resources for AI Prompting

28:26 Using Notebook LM for Data Sources

29:55 Practical AI Prompt Demonstration

30:53 Analyzing Green Brick Partners

32:45 Evaluating AI's Financial Analysis

39:35 Customizing AI Prompts for Investment

45:12 Challenges and Future of AI in Finance

Companies mentioned: AAPL, CRWD, GILD, GOOGL, GRBK, LEN, LGIH, META, NVDA

Check out Brian’s work at https://www.longtermmindset.co/

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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187. What is Your Investing Echo Chamber?

Wed, 07 Jan 2026 11:00:00 -0000

We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) only returned 9% (and why he is perfectly okay with that). We also discuss why Jason's "boring" dividend portfolio outperformed the AI-driven market, and explore the dangers of "investing echo chambers".

01:32 Reflecting on 2025: Portfolio Performance

04:30 Jeff's Personal Investment Breakdown

14:22 Jason's Investment Strategy and Performance

23:25 Transitioning Investments to Bonds and Cash

24:21 Building a High-Yield Dividend Portfolio

26:13 Reflecting on Investment Performance

28:41 The Importance of Long-Term Investment Perspective

31:13 Analyzing Stock Picking Strategies

34:44 Echo Chambers in Stock Picking

Companies mentioned: BEP, BIP, BRK.B, CTRE, GOOGL, KNSL, MELI, NOW, NTB, PSX, PYPL, RKLB, S, SPG, TFSL, TSM, TTD

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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First Fridays 27. January 2026

Mon, 05 Jan 2026 11:00:00 -0000

In our first live stream of 2026, we do a deep dive into QuantumScape's latest partnerships and what the "solid-state" future looks like for EVs. We also break down the winners (and massive losers) of our 2025 portfolio contest, reveal why a 4th grader is betting on Kontoor Brands, and share our own high-conviction picks for the year ahead, including Alphabet, Rocket Lab, and The Trade Desk.

00:50 Nostalgia: 90s vs 80s Debate

02:39 Engagement with Listeners

04:13 Deep Dive into QuantumScape

18:00 Small Caps and Market Trends

25:58 Annual Stock Picking Contest

29:32 Charity Contributions and Podcast Updates

30:13 Full Year Winner Announcement

31:05 Saad's Winning Portfolio Breakdown

31:57 Contest Performance and Long-Term Investing

36:25 2026 Contest Launch and Rules

38:36 Listener Engagement and Community Building

48:02 Final Thoughts and Portfolio Strategies

Companies mentioned: DAVA, F, GOOGL, KNSL, KTB, MELI, NOW, PLTR, PYPL, QS, RKLB, TBBB, TSLA, TTD

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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186. December 2025 Mailbag

Wed, 31 Dec 2025 11:00:00 -0000

In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfolio management. They debate the pros and cons of rebalancing versus letting your winners run (featuring a look at Jason’s highly concentrated Roth IRA) and discuss how to handle a financial windfall like an inheritance. The hosts also break down the risks of complex conglomerates like Brookfield, analyze whether MTY Food Group is a value play or a value trap, and give their unfiltered take on whether recent political news finally makes Cannabis stocks investable.

00:23 Listener Mailbag and Community Engagement

03:09 First Listener Question: Balancing Financial Results and Industry Knowledge

06:50 Using AI Tools for Investment Research

08:27 Real-World Examples and Industry Research

11:04 Brookfield Corporation: Legal Issues and Investment Risks

14:50 MTY Foods: Cash Flow and Investment Potential

22:28 Rebalancing Portfolios: Strategies and Considerations

26:10 Risk Management in Asset Allocation

26:54 Personal Investment Stories and Lessons

28:21 Strategies for 401k, Roth, and Brokerage Accounts

37:29 Handling Inheritance and Tax Implications

45:26 Investing in Cannabis Stocks

50:54 Conclusion and Viewer Engagement

Companies mentioned: AEO, AMZN, BN, CAVA, CMG, CRWD, CTRE, DRI, EAT, EPR, GOOGL, LOB, MCD, MELI, MO, MTY, NFLX, NUE, STLD, TAP, TSM, YUM

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185. The 2026 Portfolio Contest & 2025 Market Review

Wed, 24 Dec 2025 11:00:00 -0000

In this holiday special, Jason and Jeff wrap up 2025 by reviewing the year's biggest stories—from the AI boom to inflation and trade wars. They discuss whether the AI narrative is showing any cracks and debate which sectors might dominate in 2026, with Jason making a case for homebuilders and Jeff eyeing the energy sector. The hosts also reveal the simplified rules for the 2026 Investing Unscripted Portfolio Contest, inviting listeners to submit their "buy and hold" picks for charity. Finally, they share their "YOLO" picks and confess what they got wrong in 2025.

01:25 Upcoming Contest Announcement

02:00 2025 Year in Review

05:47 AI Dominance and Market Trends

13:08 Stock Picks for 2026

18:19 Sector Predictions for 2026

23:25 AI and Renewable Energy: The China Factor

24:53 Reflecting on 2025: Biggest Misjudgments

27:39 Lemonade's Unexpected Success

30:48 Top Performing Stocks of 2025: Predictions for 2026

34:47 Robinhood's Race Against Time

37:30 2026 Stock Contest: Rules and Guidelines

44:29 Wrapping Up: Final Thoughts and Holiday Wishes

Companies mentioned: GOOGL, ENPH, LMND, MU, NEM, NVDA, PLTR, HOOD, STX, SNPS, WBD, WDC

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184. Bill Brewster: From "Junk" to Quality

Wed, 17 Dec 2025 12:42:17 -0000

Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar butt" value investing to quality compounders. We dive deep into his sharp criticism of Disney CEO Bob Iger, debate whether Berkshire Hathaway is facing a "conglomerate discount" after its recent management shakeup, and discuss why sometimes the best investing strategy is simply admitting you might be the "dumbest person in the room."

00:24 Introducing the Guest: Bill Brewster

00:50 Bill's Investment Philosophy

04:05 Frameworks vs. Rules in Investing

06:59 Evolving as an Investor

11:01 David Gardner's Influence

18:18 Goals vs. Incentives in Investing

24:03 Building a Robust Investing Framework

24:27 Traits of Quality Enterprises

26:18 Economic Moats and Management Insights

27:45 Disney's Leadership and Strategic Shifts

32:58 Berkshire Hathaway's Future Leadership

Companies mentioned: BN, BRK.B, CLPT, COST, DIS, FAST, GIS, JPM, MCD, MELI, NFLX, OLN, OXY, PM, SHOP, WBD, WMT

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183. Reckless Predictions 2026

Wed, 10 Dec 2025 11:00:00 -0000

It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's full self-driving ambitions will crash the stock, and why Strategy might be the single most dangerous stock to own next year. Plus, we ask the big question: Will the market finally crash in 2026, or is the AI bubble just getting started?

00:16 Reckless Predictions and Accountability

00:34 Catching Up After the Holidays

01:42 Reviewing Last Year's Predictions

06:03 Stock Picks for 2025

11:10 Stocks to Avoid in 2025

20:46 Reflecting on Housing Market Predictions

24:30 S&P 500 Prediction Review

25:16 New Predictions for 2026

26:35 Oracle's Market Potential

27:29 Alphabet's AI Advantage

28:43 ASML and GE Aerospace Predictions

31:55 Kinsale Capital and Stock Picks

34:29 Stocks to Avoid in 2026

40:31 Reckless Predictions for 2026

Companies mentioned: AAPL, ASML, BRK.B, DFH, ENPH, GE, GOOGL, GRBK, INTC, KNSL, LLY, LEN, MELI, META, MSFT, MSTR, MTH, NVDA, ORCL, PHM, PLTR, TREX, TSLA, WMT

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182. Earnings Season Reset

Wed, 03 Dec 2025 11:00:00 -0000

Jason and Jeff discuss why the best time to analyze a company might be weeks after they report, and share their personal strategies for this quieter period.

03:00 Why You Should Wait a Month Before Analyzing Earnings

06:00 Early Investing Mistakes

12:00 Panic-Buying and the CrowdStrike Example

15:00 How Incentives (and "Being First") Skew Financial Media

20:00 Annual Reports & The Rexford Industrial Deep Dive

24:00 The Value of Community: Canadian Solar

26:00 Spreadsheets and "Quiet Time" Research

29:00 Timing Buys Around Earnings Dates

35:00 Improvements: Investing Journal? (Airbnb)

Companies mentioned: ABNB, CRWD, CSIQ, REXR, TTD

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181. November 2025 Mailbag

Wed, 26 Nov 2025 11:00:00 -0000

In this month’s mailbag, Jason and Jeff tackle the "Book Value" bear thesis for Lemonade and discuss when the company might finally reach profitability. They also address a listener's dilemma about what to do with a losing position in PayPal, debating the sunk cost fallacy and the company’s turnaround prospects. Finally, the hosts weigh in on whether Cava or Chipotle is the better buy right now and explain how to choose between Brookfield Corporation and Brookfield Renewable.

01:13 Mailbag: Answering Your Questions

03:01 First Question: Lemonade's Book Value Bear Thesis

16:25 Second Question: Adding to a Losing Position

23:40 Pandemic Impact on Digital Growth

23:48 PayPal's Strategic Shift

24:22 Dividend Announcement and Future Outlook

25:15 Investment Decisions and Opportunity Cost

25:59 PayPal's IPO Journey and Current Challenges

26:46 Investor Caution and Decision-Making

28:23 Market Confusion and Analytical Challenges

31:58 Chipotle vs. Kava: Investment Insights

32:13 Fast Casual Dining Industry Analysis

41:16 Brookfield Renewable vs. Brookfield Corporation

Companies mentioned: BAM, BEP, BN, CAVA, CMG, DRI, ETSY, LMND, PINS, PYPL, SBUX, SOFI

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180. Stocks We Might Be Wrong About

Wed, 19 Nov 2025 11:00:00 -0000

Jason and Jeff challenge their own investing biases and debate whether they’re wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH).

00:42 Today's Topic: Questioning Your Investment Thesis

02:26 Listener Engagement and Support

04:21 Stock Spotlight: Ryman Hospitality Properties

09:36 Analyzing Ryman's Performance and Strategy

22:29 Stock Spotlight: Texas Instruments

23:22 The Importance of Analog Semiconductors

24:34 Texas Instruments' Business Strategy

25:59 Challenges and Opportunities in the Analog Chip Market

27:40 Evaluating Texas Instruments' Stock Performance

32:53 Home Builders: A Sector Analysis

33:48 Dream Finders Homes: A Deep Dive

35:14 Investment Strategies and Portfolio Management

Companies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN

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179. The AI Bubble & the State of the Market with John Rotonti

Wed, 12 Nov 2025 11:00:00 -0000

Jason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist" investing philosophy and why the worst thing you can do is let go of a true compounding machine too early.

01:38 John's Career Update

04:21 Investment Philosophy and Challenges

11:55 Market Insights and AI Discussion

16:57 Infrastructure and Technological Shifts

28:59 Tariffs and Economic Impact

30:36 Legacy Companies in AI Infrastructure

32:15 Cyclical Nature of Markets and Inflation

33:29 Interest Rates and Economic Policies

36:07 Pricing Power and Consumer Behavior

43:56 AI Adoption and Market Potential

48:36 Investment Strategies and Market History

54:54 Conclusion and Final Thoughts

Companies mentioned: APH, BIP, BN, CMG, INTC, NVDA

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First Fridays 25. November 2025

Mon, 10 Nov 2025 11:00:00 -0000

In the November livestream, we started with a market "vibe check" on the recent AI stock sell-off, debated the "AI bubble", floated a hot take on Apple's "wait and license" strategy, and answered live questions from viewers. We also announced the Q3 portfolio contest winner.

01:58 Market Vibes and Stock Performance

10:29 AI Revolution and Market Speculations

25:41 Brookfield Asset Management and Sentinel One Insights

34:13 Exploring the Cybersecurity Landscape

34:58 The Impact of Cybersecurity Outages

37:42 SanDisk and the AI Boom

41:43 Investing Unscripted Portfolio Contest

45:58 Reflections on Stock Picks and Market Trends

56:17 Political Implications on the Stock Market

59:44 Closing Remarks and Future Plans

Companies mentioned: AAPL, AMZN, BAM, BN, CRWD, GOOGL, META, S, SNDK, TSLA

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178. What If the AI Bubble Never Pops?

Wed, 05 Nov 2025 11:00:00 -0000

Jason and Jeff chat about the "circular" AI deals, whether AI stocks are just hype, and what it would actually take for this bubble to keep inflating.

In this episode, we ask:

Are AI stocks dangerously overvalued?

What are these "circular deals" between companies like Nvidia, AMD, and OpenAI?

Is this AI rally just like the dot-com bubble?

Will AI lead to massive job losses, or will it just change what our jobs look like?

Where will all the energy come from to power AI? (And what does this mean for nuclear power?)

How we're thinking about investing and building a resilient portfolio right now.

00:23 Exploring the AI Bubble

00:56 Pitching the Premium Plan

03:38 Market Crash Expectations

06:33 AI's Impact on the Market

15:55 Energy and AI: A Symbiotic Relationship

22:41 The Future of Jobs in an AI-Driven World

26:16 AI's Impact on Employment and Economy

27:08 Amazon's AI Evolution with Alexa

28:05 AI's Role in Business and Education

33:34 AI's Influence on Market and Investments

37:10 Future of Top Companies and AI

42:06 Investment Strategies Amid AI Uncertainty

Companies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM

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177. October 2025 Mailbag

Thu, 30 Oct 2025 10:00:00 -0000

Jason and Jeff answer listener questions about Pinterest stock, the nature of individual stock-picking, their financial goals, favorite podcasts, and Halloween candies on this episode of Investing Unscripted.

01:14 Analyzing Pinterest as an Investment

03:24 The Challenges of Monetizing Pinterest

10:10 Listener Question: Are Stock Pickers Narcissists?

23:09 Determining Financial Goals

24:33 Understanding Retirement Income Needs

25:16 The 4% Rule Explained

26:56 Building Healthy Financial Habits

27:51 Personal Investment Strategies

29:50 Reflecting on Long-Term Investment Returns

30:40 Fun Questions: Podcasts and Halloween Candy

34:24 Investing in Candy Companies

Companies mentioned: HSY, MDLZ, NSRGY, PINS

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176. Moats Don’t Exist

Wed, 22 Oct 2025 10:00:00 -0000

Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.

01:25 Debating the Existence of Moats

04:01 Intangible Asset Moats: Apple and Nike

15:12 Pharmaceutical Moats and Patent Protection

16:42 Cost Advantages and Efficient Scale

24:13 Amazon's Distribution Network Moat

24:44 The Amazon Shopping Experience

26:05 Amazon's Cost Advantage and Business Model

28:18 Switching Costs and Market Stickiness

29:12 Shopify's Role in E-commerce

31:15 The Risk of Complacency in Companies with High Switching Costs

36:59 Network Effects in Business

43:55 The Importance of Competitive Advantages

Companies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V

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175. Are You Ready to Retire, Bro?

Wed, 15 Oct 2025 10:00:00 -0000

Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases.

00:48 Introducing the Guest: Robert Brokamp

01:31 Previous Episodes and Listener Feedback

02:32 Retirement Planning for New Adults

04:51 Maximizing Employer Match Contributions

09:25 Roth vs. Traditional 401(k)

13:21 Pensions and Retirement Income

21:46 Retirement Lifestyle and Planning

25:56 Emergency Funds and Cash Management

27:14 Living in Uncertainty: The Need for a Backup Plan

27:47 Retirement Savings: Stocks vs. Cash

28:02 The Importance of Cash in Volatile Markets

29:46 Approaching Retirement: Adjusting Your Portfolio

30:55 Building a Cash Cushion and Transitioning to Bonds

33:02 Understanding Bonds: Funds vs. Individual Bonds

36:01 The Impact of Interest Rates on Bonds

44:51 Holding Stocks in Retirement

49:21 Required Minimum Distributions and Tax Strategies

50:51 Finding Joy in Work and Retirement

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174. Market Crash 2026 (Ominous Music)

Wed, 08 Oct 2025 10:00:00 -0000

Jason and Jeff discuss the potential for an upcoming market crash in 2026, reflecting on last year's predictions, and explore the impacts of AI investment, interest rates, inflation, and tariffs on the market, providing insights on how to adjust investment strategies in uncertain times.

01:55 Reflecting on Last Year's Market Crash Predictions

06:09 The AI Boom and Market Speculation

14:37 Interest Rates and Economic Concerns

24:06 Economic Stability and Employment

24:23 Impact of AI on Entry-Level Jobs

24:55 Government Shutdown and Unemployment

25:43 Inflation and Tariffs

30:27 Investment Strategies and Market Predictions

30:52 Savvy Trader Portfolio Insights

32:28 Long-Term vs Short-Term Investment Goals

37:37 Practical Uses of AI in Investing

40:06 Preparing for Market Crashes

Companies mentioned: CRWV, MSFT NVDA

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First Fridays 24: October 2025

Sun, 05 Oct 2025 11:24:49 -0000

In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains.

04:32 Market Trends and Economic Uncertainty

08:40 Stock Talk: QuantumScape and Investment Strategies

29:13 Ducati's Quantum Leap

29:36 Corning Partnership Boosts Stock

30:26 Investor Concerns and Market Reactions

31:53 Speculative Investments and Market Sentiment

35:06 Strategies for Managing High-Performing Stocks

38:07 Balancing Portfolio and Trimming Positions

Companies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA

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173. I Gotta Think About That One

Wed, 01 Oct 2025 10:00:00 -0000

Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today.

00:35 Explaining the Random Stock Challenge

04:08 First Stock Analysis: LGI Homes

11:59 Second Stock Analysis: Roku

18:21 Third Stock Analysis: QXO

25:27 Fourth Stock Analysis: Airbnb

35:48 Simon Property Group: Malls Aren't Dead Yet

42:28 Procore: Modernizing the Construction Industry

52:26 Reflecting on Investment Strategies

Companies mentioned: ABNB, LGIH, ROKU, SPG, QXO

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172. September 2025 Mailbag

Wed, 24 Sep 2025 10:00:00 -0000

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.

00:37 Listener Questions and Engagement

02:58 Quarterly Earnings Debate

17:32 YouTube Comments and Trade Desk Discussion

23:27 Market Sentiment and Trade Desk Analysis

23:48 Ad Tech Industry Dynamics

26:08 Stock Valuation and Future Prospects

30:25 Stock-Based Compensation Discussion

38:44 Investing in Restaurant Stocks

47:45 Spam Comment of the Month

Companies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ

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171. David Gardner’s Rule Breaker Investing

Wed, 17 Sep 2025 10:00:00 -0000

Jason and Jeff interview David Gardner, co-founder of The Motley Fool, to talk about his new book 'Rule Breaker Investing,' investing philosophies, and a friendly stock-picking competition.

00:48 Welcoming David Gardner

01:27 David's Early Investing Journey

03:24 The Rule Breaker Philosophy

08:52 The Importance of Holding

19:30 Valuation and Intangibles

33:16 Misunderstandings of Rule Breaker Investing

37:23 Reflecting on Stock Picks and Surprises

37:48 The Humility in Investing

38:27 Lessons from Stock Picking

41:42 The Value of Direct Stock Buying

43:11 Fun with Stock Picking Games

43:55 Introducing the Smattering Six

46:06 Stock Picking Contest

01:04:06 The Importance of Long-Term Investing

Companies mentioned: AMZN, AX, CPNG, MELI, NVDA, PCOR, TBBB, TMDX, WRBY

Check out David’s new book: https://www.rulebreakerinvesting.com/

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170. Stocks Unscripted: What’s Working and What’s Not

Wed, 10 Sep 2025 10:00:00 -0000

Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share their thoughts on portfolio management and future investment strategies.

02:33 Discussing the Mailbag and Listener Engagement

04:09 Starting the Stock Discussion: Mercado Libre

05:54 Deep Dive into Mercado Libre's Performance

18:31 Exploring Lemonade and Upstart

27:03 Navigating Investment Conviction and Price Anchoring

29:07 Evaluating Lemonade's Growth Strategy

32:05 Understanding Upstart's Market Position

35:55 Moderna: A Long-Term Bet on mRNA Technology

42:38 Live Oak Bank: A Small Business Lender's Journey

49:27 Wrapping Up and Final Thoughts

Companies mentioned: AX, LMND, MELI, LOB, MRNA, SHOP, UPST

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First Fridays 23. September 2025

Sun, 07 Sep 2025 10:00:00 -0000

Jason and Jeff discuss cryptocurrencies, delve into financial strategies like options trading, and take questions from the audience about market trends, the housing market, and more.

00:32 3D Printing and Future Technologies

03:07 AI and Investment Predictions

06:46 Market Vibes and S&P 500 Discussion

15:13 Investment Strategies and Options Trading

20:43 Economic Outlook and Rate Cuts

32:21 Crypto and AI Speculation

32:57 Potential AI Market Risks

33:57 Electricity Generation Concerns

34:16 Gradual Slowdown in AI Spending

34:57 Crypto Bubble Indicators

36:23 Housing Market Stability

36:43 Sopranos and New Jersey

38:10 Housing Market Fundamentals

46:14 QuantumScape Investment Discussion

51:09 Office Real Estate and Labor Market

53:05 Pandemic Stocks and Market Perception

53:39 Zoom's Future and Investor Sentiment

Companies mentioned: LMND, QS, ROKU, TBBB, TFSL, UPS, ZM

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169. Investing Unscripted, Unscripted Part Deux

Wed, 03 Sep 2025 10:00:00 -0000

Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation.

02:40 – Reflections on the past year

04:45 – Interest rates, tariffs, and recurring macro themes

07:20 – The Fed, rate cuts, and market reactions

13:00 – How macro noise impacts personal investing decisions

15:20 – Homebuilders, housing affordability, and investment opportunities

18:00 – Adapting investment process: FOMO, bubbles, and Howard Marks’ advice

22:00 – Market exuberance: Is it 1996 or 1999?

26:30 – Pivot: Is AI overhyped? Parallels to the Internet bubble

29:00 – AI’s real impact, business integration, and valuation risks

33:00 – Energy, infrastructure, and the limits of AI scalability

35:00 – Personal portfolio management, risk, and long-term goals

40:00 – Index funds, risk allocation, and retirement planning

42:00 – Housekeeping, how to support the show, and closing thoughts

Companies mentioned: AAPL, ASML, BRK.B, CRM, GOOG, META, NVDA, TSM

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168. Why Your Retirement Plan Sucks

Wed, 27 Aug 2025 10:00:00 -0000

Jason and Jeff welcome Dan Otter from 403bwise.org to discuss the difficulties educators face with 403(b) retirement plans, how to advocate for better options, and strategies for navigating and improving these retirement plans.

02:27 Dan Otter's Origin Story

05:35 The Problem with 403(b) Plans

15:26 The Importance of Fiduciary Standards

21:41 Understanding Expense Ratios in Index Funds

22:07 Hiring a Fee-Only Financial Advisor

22:53 The Impact of Fees on Long-Term Savings

24:21 Advocating for Better Retirement Plan Options

25:48 Empathy for School Districts and Their Challenges

29:06 The Importance of Offering Low-Cost Retirement Plans

30:25 Building an Army to Advocate for Better Options

33:23 The Benefits of a Roth IRA for Educators

35:38 Navigating Bad 403(b) Plans and Finding Solutions

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Misfit Monthly 6. What is Risk?

Sat, 23 Aug 2025 13:00:00 -0000

Understanding Risk: International Investing Insights with Tyler Crowe

In this month's Misfit Monthly Episode, Jason Hall and Tyler Crowe delve into the concept of risk in investing. They discuss the broad definitions and perceptions of risk, focusing particularly on the differences between volatility and the probability of permanent loss of capital. The conversation also explores the common view that international markets are considered risky, using examples like Poland and Mexico to show that's not always the case. Tyler shares insights from his extensive experience living and investing overseas, emphasizing the importance of evaluating unfamiliar markets and the risks associated with them. The episode aims to equip investors with the tools to better assess risk and make informed decisions that align with their financial goals.

01:04 Defining Risk in Investing

21:17 Perceptions of Risk in International Markets

24:06 The Granny Shot: A Lesson in Unconventional Success

24:51 Societal Pressure in Decision Making

26:10 Investment Community and Benchmark Hugging

27:42 Incentives and Fund Management

30:56 Stock Buybacks and Market Signals

33:39 Evaluating Risk in International Markets

41:09 Final Thoughts on Risk and Investment Strategies

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167. The Broken Thesis

Wed, 20 Aug 2025 10:00:00 -0000

Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples.

01:02 Understanding the Broken Thesis

03:07 Evaluating Investment Theses

09:03 Case Study: The Trade Desk

19:46 Case Study: Boston Omaha

24:26 The Broken Thesis: A Personal Experience

25:11 TPI Composites: A Case Study in Bankruptcy

29:36 Brunswick Corporation: A Journey Through Time

33:31 Nvidia: From Video Cards to AI Powerhouse

40:24 Evaluating Investment Theses: Lessons Learned

Companies mentioned: AMZN, BC, BOC, CTRE, NFLX, NVDA, OM, RDFN, ROKU, CLNE

TPIC, TTD

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166. Ruining a Perfectly Good Investment

Wed, 13 Aug 2025 10:00:00 -0000

Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out.

01:27 Airbnb Investment Discussion

02:38 Airbnb's Future and CEO Analysis

05:15 Challenges and Opportunities for Airbnb

13:52 Successful Business Transformations

14:31 Amazon's Strategic Moves

21:12 Microsoft's Resurgence

26:38 The Impact of the iPhone on Apple's Future

26:56 Microsoft's Struggles with Innovation

27:19 Steve Ballmer's Infamous Moment

28:01 Berkshire Hathaway: A Unique Conglomerate

30:42 Under Armour's Rise and Fall

33:27 Shopify's Strategic Decisions

36:24 Companies with Uncertain Futures

45:10 Tesla: The Ultimate Story Stock

Companies mentioned: ABNB, AMZN, BRK.B, CPNG, MELI, MSFT, NFLX, SBUX, SHOP, SOFI, TSLA, UA

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165. Are You Putting Too Much in Your 401(k)?

Wed, 06 Aug 2025 10:00:00 -0000

Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college.

00:54 Understanding 403(b) and Investment Strategies

02:49 Balancing Tax-Deferred and Taxable Accounts

11:45 Emergency Funds and Financial Safety Nets

16:24 Maximizing Employer 401(k) Matches

19:23 Tracking Expenses and Adjusting Contributions

25:14 Alternative Investment Strategies

27:19 Tax Implications of Roth and 401k Withdrawals

27:54 Strategizing Contributions: Roth vs. 401k

28:58 Employer Contributions and Taxable Brokerage Accounts

29:26 Advice for Younger Investors

30:47 Issues with 401k and 403b Plans

34:18 Alternative Investment Strategies

35:01 Saving for College: Different Perspectives

41:19 Balancing Investments for Flexibility

43:21 Tax Considerations in Investment Strategies

Companies mentioned: NVDA, QS

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164. July 2025 Mailbag

Wed, 30 Jul 2025 10:00:00 -0000

Jason and Jeff dive into diverse investing questions from listeners and their Patreon members, offering insights on holding stocks in a bear market, the benefits of dividend stocks, the impact of macroeconomic factors like inflation on investment philosophy, and more, while also sharing personal anecdotes and practical advice.

00:19 Mailbag Episode Introduction

00:57 Question 1: Holding Stocks in a Bear Market

11:47 Question 2: Dividend Investing Strategies

20:15 Question 3: Stable Coins and Payment Networks

26:21 Comprehensive Stock Research and Podcast Overview

26:52 Stable Coins and Streaming Services Analogy

28:01 The Future of Stablecoins and Blockchain

30:06 Impact of Inflation on Investment Philosophy

32:15 Interest Rate Environment and Investment Decisions

36:41 Dealing with Disinterest in Active Investing

43:38 Strategies for Drawing Down Investments in Retirement

48:50 Spam Comment of the Month and Closing Remarks

Companies mentioned: MA, V

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163. Nick Maggiulli’s The Wealth Ladder

Wed, 23 Jul 2025 10:00:00 -0000

Jason and Jeff interview Nick Maggiulli, author of 'The Wealth Ladder,' discussing different levels of wealth, personal finance strategies, and the role of income and investments in building wealth over time.

00:25 Introducing the Guest: Nick Majuli

02:29 Nick Maggiulli’s Background and Journey

05:44 The Importance of Income in Wealth Creation

09:38 The Wealth Ladder: Levels and Strategies

16:03 Frameworks and Financial Decision Making

21:16 Reflections on Wealth and Time

23:34 Analyzing Wealth Mobility

24:35 The Impact of Age on Wealth Accumulation

26:54 Challenges Faced by Younger Generations

28:54 Adapting to Market Changes

34:13 The Role of Writing in Financial Understanding

37:26 Personal Investment Strategies

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Buy The Wealth Ladder here: https://www.amazon.com/Wealth-Ladder-Proven-Strategies-Financial/dp/0593854039

Of Dollars and Data Newsletter: https://ofdollarsanddata.com/

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Misfit Monthly 5. AI Isn’t a Dot-Com Bubble

Sat, 19 Jul 2025 10:00:00 -0000

In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape.

01:28 The Concept of Investing Therapy

03:49 Understanding Market Bubbles

07:03 The Dot-Com Bubble and Its Lessons

09:12 Comparing AI to Past Bubbles

15:33 The Role of Investor Psyche in Market Bubbles

17:27 Promotional Segment: Fiscal.ai and Chitchat Stocks Podcast

18:56 Reflecting on the Dot-Com Bubble and SPACs

21:47 Market Highs and AI Speculation

22:53 The AI Bubble Debate

25:22 Nvidia's Role in AI

28:15 Historical Comparisons and Market Dynamics

30:55 Investor Strategies and Market Outlook

35:44 Valuation Perspectives and Final Thoughts

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162. Starting from Scratch

Wed, 16 Jul 2025 10:00:00 -0000

Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do differently if they had to start their investment journeys from scratch today.

00:36 Starting from Scratch: A New Investor's Journey

01:33 Reflecting on Past Mistakes and Learning

02:37 Investing in Your Early Twenties vs. Now

03:19 Adapting Investment Strategies Over Time

16:04 The Importance of Automating Savings

23:30 Earnings Growth and Financial Success

30:50 Understanding Compounding and Inflation

32:58 Teaching Financial Literacy to Kids

34:09 Reflecting on Investment Strategies

35:07 The Role of Humility in Investing

38:58 Starting Over: Portfolio Strategies

42:10 Rolling Over Retirement Accounts

49:25 Aligning Finances with Values

52:53 Frameworks vs. Rules in Financial Planning

Companies mentioned: AAPL, CRWD, KNSL

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First Fridays 21. July 2025

Sun, 13 Jul 2025 10:00:00 -0000

In this month’s livestream, Jason and Jeff discuss the Q2 portfolio contest winner, the recent performance of SoFi and QuantumScape, and share their economic predictions amidst ongoing tariff talks.

00:32 First Friday Live Stream Tradition

01:16 Engaging with the Audience

01:27 Investing Unscripted 2025 Portfolio Contest

02:44 Discussing Rocketing Stocks: SoFi and QuantumScape

04:13 SoFi: A Deep Dive

16:22 QuantumScape: The Future of Solid-State Batteries

30:41 Balancing Index Funds and Individual Stocks

33:22 Retirement Stock Strategies

34:02 Conviction in Individual Stocks

35:04 Best Performing Stocks Discussion

36:42 Portfolio Contest Review

40:30 Charity Donation Announcement

43:05 Economic Predictions and Tariffs

50:19 Portfolio Adjustments and Crypto Thoughts

55:28 Dividend Stocks and REITs

58:37 Retail Investors and Market Speculation

Companies mentioned: NVDA, SOFI, QS

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161. Concentration vs. Diversification

Wed, 09 Jul 2025 10:00:00 -0000

Jason and Jeff discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation includes their own investment journeys and how portfolios can become more concentrated over time.

01:36 Main Topic: Concentration vs Diversification

01:43 Warren Buffett vs Peter Lynch

03:38 Berkshire Hathaway's Portfolio

04:48 Personal Investment Strategies

07:23 Temperament and Risk Tolerance

10:42 Portfolio Management Examples

19:52 Learning Through Experience

24:18 Learning from Mistakes

24:40 Starting with ETFs

25:47 Mindset and Risk

27:32 Diversification Strategies

33:47 Portfolio Management

42:56 Listener Engagement and Resources

Companies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF

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160. Finding Long-Term Value With Short-Term Tools

Wed, 02 Jul 2025 10:00:00 -0000

Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades.

00:15 The Origin of Today's Topic

00:53 Balancing Short-Term Information with Long-Term Goals

02:17 John's Suggestion and Our Approach

04:44 Identifying Long-Term Value Drivers

05:03 Secular Tailwinds and Industry Analysis

06:44 Challenges in Renewable Energy and EVs

11:18 Competitive Advantages in Investing

13:55 Economic Moats and Market Disruptions

23:23 Resilience to Economic Conditions

28:03 Healthcare Technology and Long-Term Trends

31:50 Discussing Intuitive Surgical's Long-Term Growth

36:06 Amazon's Strategic Spending and Long-Term Vision

39:00 Meta's Year of Efficiency and Market Recovery

40:03 Evaluating Enphase and CrowdStrike's Market Position

52:56 Investment Strategies and Portfolio Examples

Companies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM

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159. Alex Morris: Buffett and Munger Unscripted

Wed, 25 Jun 2025 10:00:00 -0000

Jason and Jeff welcome Alex Morris, a second-time guest and author of 'Buffett and Munger Unscripted.' The trio discusses the significance of Berkshire Hathaway meetings and the making of Alex's book. They delve into Warren Buffett's and Charlie Munger's investment philosophies, the evolution of their strategies, and how individual investors might apply these lessons.

01:03 Introducing the Guest: Alex Morris

02:05 Discussing Alex's Book: Buffett and Munger Unscripted

06:07 Insights on Berkshire Hathaway and Investing

09:52 Buffett and Munger's Investment Philosophy

14:29 Personal Reflections on Investing

20:15 The Future of Berkshire Hathaway

23:21 The Challenge of Excess Cash

24:37 Buffett's Cash Philosophy

25:33 Future of Berkshire's Capital Allocation

36:23 The Influence of Buffett and Munger

Companies mentioned: AAPL, BRK.B, KO, MRKL

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Misfit Monthly 4: Jeff Was Right

Sat, 21 Jun 2025 10:00:00 -0000

Jason and Tyler discuss market efficiency, referencing Cliff Assnes's paper on the 'Less Efficient Market Hypothesis.' They explore value investing, the influence of social media on market behavior, and strategies for individual investors. The hosts emphasize the importance of exploring under-the-radar stocks and maintaining a mix of index funds and individual picks, advocating for thoughtful, long-term investment strategies.

01:03 Discussing the Previous Episode: Finding an Edge

01:29 The Less Efficient Market Hypothesis

08:06 Efficient Market Theory Explained

13:05 Growth vs. Value Investing

19:47 The Influence of Social Media on Investing

27:08 Misfit Alpha and Investing Strategies

Link to Cliff Asness' report: https://www.aqr.com/Insights/Perspectives/The-Less-Efficient-Market-Hypothesis

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158. Flyover Stocks Unscripted

Wed, 18 Jun 2025 10:00:00 -0000

Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, strategies for navigating market volatility, and offers advice for retail investors.

00:51 Introducing the Guest: Todd Wenning

02:21 Todd's Origin Story in Investing

05:00 The Birth of Flyover Stocks

05:17 The Importance of Writing in Investing

11:01 Evaluating Companies: Management and Moats

15:02 Navigating Uncertain Times

21:29 Economic Moats and Competitive Advantages

26:15 Understanding Pricing Power and Market Positioning

26:41 Case Study: Admiral Group's Cost Obsession

27:51 Cost Advantage vs. Differentiation

29:51 Flyover Stocks and Advisory Services

32:49 Balancing Long-Term Investments with Short-Term Challenges

37:53 The Importance of Communication in Investment Advisory

44:14 Lightning Round: Best and Worst Investments

46:36 Retail Investors: Patience and Sentiment Analysis

49:11 Final Thoughts and Advice for Retail Investors

Companies mentioned: AMZN, EBAY, GO, KO, META, OAK.B, ORLY, TTD

Check out Flyover Stocks: https://www.flyoverstocks.com/

Check out KNA Capital: https://www.kna-capital.com/

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First Fridays 20. June 2025

Sat, 14 Jun 2025 10:00:00 -0000

It’s the June First Fridays (on the second Friday) and we discuss the economic impact of recent global events, ethical considerations in investing, the potential implications of tariffs, and interact with our live audience. Subscribe to our Patreon to get notified of the next livestrem.

02:16 Discussing Recent News Events

04:17 Ethics in Investing

13:15 Community Shoutouts and Comments

18:45 Market Predictions and Strategies

31:24 Market Predictions and Company Resilience

33:27 Tobacco Stocks and Moral Dilemmas

34:53 Savvy Trader Picks and Apology

39:40 TransMedics: Revolutionizing Organ Transplants

44:27 Tesla RoboTaxi Speculations

53:27 Public Portfolio Contest Update

58:36 Earnings Season Surprises

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157. Market Vibes 2025

Wed, 11 Jun 2025 10:00:00 -0000

Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times.

02:29 Market Trends and Personal Portfolio Insights

07:26 Tariffs and Their Impact on the Market

17:28 Investor Strategies and Market Reactions

24:54 Reflecting on Market Timing and Cash Management

25:48 Changing Investment Strategies Over Time

26:21 Challenges of Building Cash Reserves

26:29 Debating Cash Deployment Systems

27:19 Market Volatility and Investment Decisions

29:13 Balancing Cash and Stock Investments

31:42 Inflation and Market Reactions

39:25 Concerns Over Government Debt and Bond Yields

Companies mentioned: ASML, BBB, BEP, FSLR, KNSL, LOB, WD, WRBY

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156. Is it Getting Harder to Find an Edge?

Thu, 05 Jun 2025 10:00:00 -0000

Is it getting harder to find an edge as an investor? Jason and Jeff discuss the increasing availability of financial education and whether this shift impacts the traditional edge held by long-term investors.

01:31 Today's Topic: Finding an Edge in Investing

01:47 Ben Carlson's Insights on Smart and Dumb Money

05:01 Defining Smart Money vs. Dumb Money

05:53 Retail Investors and Market Dynamics

06:59 Personal Investment Strategies and Market Reactions

14:09 Economic Stimulus and Market Recovery

18:46 Set It and Forget It Investors

20:04 The Struggles of Early Retirement Planning

21:50 The Evolution of Financial Advice

22:58 The Impact of Automation on 401k Contributions

25:22 Debating Retail Investors' Behavior

26:10 The Role of Financial Education

27:51 Long-Term Investing Strategies

31:57 The Future of Retail Investing

Companies mentioned: NVDA

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155. May 2025 Mailbag

Wed, 28 May 2025 10:00:00 -0000

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme US political moves on the stock market, evaluate the risks and rewards of investing in Enphase Energy amidst recent legislative changes, and more.

01:43 Addressing Criticisms and Mailbag Introduction

02:28 Comparing Google and America

03:49 Political Parallels and Alphabet's Strengths

06:41 The Future of Alphabet and AI

11:02 Antitrust and Alphabet's Potential Breakup

14:42 Hypothetical Scenarios and Market Stability

20:03 Historical Context and International Relations

27:15 Global Perspectives on American Capital

29:53 Debate on Endphase and Solar Industry

38:58 International Expansion of Enphase

44:18 Savvy Trader Portfolio Performance

45:42 Overrated and Underrated Stocks

Companies mentioned: AAPL, ANET, CEG, CPNG, ENPH, GOOGL, MELI, MSFT, MTH, NVDA

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154. Your Investing Tribe

Wed, 21 May 2025 10:00:00 -0000

Jason and Jeff announce the launch of their Patreon page to build a dedicated community for their listeners. The episode covers the motivations behind the move, benefits for subscribers, including access to a Discord community, exclusive content, and the importance of having a network of like-minded investors. They also discuss their journey in the investing community and how it has shaped their investing philosophies.

00:48 Exciting Announcement: Launching on Patreon

04:52 Patreon Tiers and Benefits

07:20 Savvy Trader Portfolio and Charity Commitment

13:29 Building an Investment Community

18:37 Curated Community Experience

19:40 The Importance of Community in Investing

23:51 Building a Supportive Investing Network

26:32 Learning from Investing Mistakes

29:19 The Value of Constructive Criticism

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First Fridays 19: May 2025, Live from Omaha

Sat, 10 May 2025 14:30:00 -0000

This Month’s livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss the future of Berkshire, especially after the announcement that Warren Buffett will be stepping down as CEO at the end of the year.

00:17 Live from Omaha: Setting the Scene

00:54 Big News: Warren Buffett's Retirement Announcement

02:57 Reactions and Speculations on Buffett's Retirement

06:52 Succession Planning and Future Challenges

13:59 Stock Market Reactions and Predictions

18:37 Berkshire Hathaway Annual Meeting Experience

25:56 Tesla and Corporate Governance Discussion

32:51 Bill Ackman's Pitch for Howard Hughes Holdings

34:24 Challenges of Replicating Berkshire Hathaway

37:57 Berkshire Hathaway's Unique Business Model

41:13 Berkshire Hathaway and Brookfield's Future in Energy Infrastructure

48:51 Reflections on the Berkshire Hathaway Annual Meeting

52:13 Portfolio Contest and Market Observations

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152. Jason’s Perfect Buffett Prediction

Wed, 07 May 2025 10:00:00 -0000

Before heading to Omaha for the Berkshire Hathaway Annual Meeting, Jason and Jeff speculated on the company’s future and made reckless predictions about what might happen at the meeting. Now, we get to see if they were right or wrong!

00:39 Preview of Berkshire Hathaway Annual Meeting

01:59 Discussion on Berkshire's Investments and Predictions

04:09 Understanding Berkshire's Business Structure

14:07 Lessons from Buffett and Munger

24:37 Favorite Berkshire Investments

31:21 Favorite Berkshire Stocks: Amazon and Apple

35:42 Berkshire's Portfolio and Cash Reserves

39:40 Reckless Predictions: Buffett's Retirement

47:38 The Future of Berkshire Hathaway

50:56 Closing Thoughts

Companies mentioned: AAPL, BATRK, BRK.A, BRK.B, SIRI

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151. April 2025 Mailbag

Wed, 30 Apr 2025 10:00:00 -0000

Jeff and Jason dive into listeners' questions about investment time horizons, optimizing emergency funds, and classifying consumer staples. Key highlights include thoughts on speculative vs. strong conviction positions, the potential pitfalls of using a Roth IRA for emergency funds, and evaluating traditional 'defensive' consumer stocks in today's market.

00:53 Mailbag Time: Answering Your Investing Questions

02:31 Travel Plans and Upcoming Events

03:16 First Listener Question: Investment Time Horizons

06:36 Defining Long-Term Investments

08:17 Speculative vs. Strong Conviction Positions

18:33 Holding Winning Stocks

19:42 Next Listener Question: Emergency Fund Strategies

23:18 Understanding Required Minimum Distributions

24:12 The Benefits of a Roth IRA

24:55 Challenges of Contributing to a Roth IRA

26:44 Flexibility of Roth IRAs vs. 403(b)

27:38 The Purpose of an Emergency Fund

28:22 Creative Yield Strategies for Savings

29:31 Risks of Money Market Accounts

30:43 Defensive Consumer Stocks in a Recession

35:25 The Lipstick Effect and Brand Loyalty

39:43 Evaluating Consumer Staples and Investment Goals

42:38 Encouragement and Listener Engagement

Companies mentioned: BUD, COST, EL, ENPH, HSY, KO, RKLB, TSLA

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Misfit Monthly 3: Nobody Saw This Coming

Sun, 20 Apr 2025 16:30:00 -0000

Jason and Tyler discuss the importance of sound corporate governance, particularly during economic uncertainty such as tariffs. They emphasize conservative investment underwriting and evaluating management incentives. Tyler highlights two professional services firms, FTI Consulting and EXL Services, which can excel in shifting environments. Jason shares recent investments in companies like First Solar, Live Oak Bank, and QXO, and these firms' long-term potential despite current market challenges.

03:27 Impact of Tariffs on Businesses

10:35 Characteristics of Successful Companies

22:34 Investing Strategies and Management Incentives

31:09 Current Investment Opportunities

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150. Ben Carlson Unscripted

Wed, 16 Apr 2025 10:00:00 -0000

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets.

00:48 Ben Carlson's Career Journey

01:54 Investment Strategies and Asset Allocation

02:51 Impact of the Great Financial Crisis

09:22 The Role of a Wealth Manager

11:55 DIY Investing vs. Professional Advice

15:50 Navigating Market Noise and Historical Context

22:31 The AI Boom and Investment Implications

26:27 Market Predictions and Diversification

28:03 Realistic Expectations in Wealth Management

29:39 Personal Investment Strategies

32:51 Avoiding Market Timing Pitfalls

35:49 Automating Investments for Success

42:51 Balancing Saving and Spending

Companies mentioned: NVDA

Find Ben’s work at: https://awealthofcommonsense.com/

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149. How to Be a Tariffic Investor

Wed, 09 Apr 2025 10:00:00 -0000

Jason and Jeff discuss the current market volatility amidst new tariff announcements by President Trump, providing real-time reaction to the whipsaw market behavior and share their strategies for navigating this uncertain period. Jason details his use of options to manage risk and build positions, while Jeff focuses on sticking to his established investing framework. They also explore the implications of a prolonged economic downturn and share their thoughts on balancing short-term concerns with long-term goals.

02:13 Impact of Tariffs and Market Reactions

04:17 Political Perspectives and Economic Implications

06:54 Investment Strategies During Market Downturns

10:07 Personal Investment Reflections and Strategies

17:30 Options Strategies and Market Opportunities

28:01 Sticking to a Covered Call Strategy

28:56 Using Covered Calls and Puts for Income

32:53 Concerns About Market Volatility

34:27 Evaluating Investment Opportunities

38:04 Strategies for Long-Term Investment

49:26 Preparing for Financial Uncertainty

54:29 Final Thoughts and Listener Engagement

Companies mentioned: COST, DAVA, SHOP, TOST

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148. March 2025 Mailbag (In April. Because of February)

Wed, 02 Apr 2025 10:00:00 -0000

Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternative investment strategies, such as the Calamus ETFs, comparing their potential benefits and drawbacks against more conventional options like CDs and money market accounts.

03:22 Understanding Cost Basis and Portfolio Management

06:28 Deep Dive into Portfolio Strategies

16:02 Sponsor Messages and Advertisements

26:36 Portfolio Concentration and Small Positions

28:23 Cash Management and Investment Strategy

29:30 Challenges of Managing a Large Portfolio

30:53 Conviction and Adding New Companies

31:15 Understanding and Following Your Investments

35:41 When to Bail on an Investment

36:38 QuantumScape: A Case Study

46:36 Calamus ETFs: An Alternative to Cash

Companies mentioned: GOOG, QS

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Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule).

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

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Stocks Unscripted: The Trade Desk (TTD)

Sat, 29 Mar 2025 10:00:00 -0000

Jason and Jeff discuss The Trade Desk (TTD). They delve into the company's recent quarterly underperformance, the reasons behind its stock drop, and their approach to decision-making in turbulent times.

00:20 Savvy Trader Portfolio Overview

01:15 Focus on The Trade Desk

02:37 The Trade Desk's Recent Performance

04:26 Understanding The Trade Desk's Business Model

07:17 Challenges and Future Outlook

09:33 Investment Strategies and Personal Insights

12:13 Comparisons and Market Context

19:12 Final Thoughts and Recommendations

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147. Investing in Housing

Wed, 26 Mar 2025 10:00:00 -0000

Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and address the challenges and risks associated with housing investments.

01:34 Exploring the Housing Market

05:39 The Home Builders Sector

13:07 Top Home Builder Stocks

27:33 Home Improvement Giants: Lowe's and Home Depot

32:05 Economic Impact of Home Injuries

32:49 Home Depot and Lowe's: Long-term Investments

33:41 Dividend Growth and Share Buybacks

34:43 Specialty Retail in Housing

36:37 Sherwin Williams: A Success Story

38:49 Investing in Construction Material Companies

41:47 Exploring Real Estate Investment Trusts (REITs)

47:29 ETFs for Housing Market Exposure

Companies mentioned: AOS, AZEK, AVB, DFH, FND, GRBK, HD, INVH, LEN, LL, LOW, MAA, MTH, NVR, RDFN, SHW, TREX, TTSH, Z

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146. Lessons For Younger You

Wed, 19 Mar 2025 10:00:00 -0000

Jason and Jeff discuss the financial lessons they wish they could share with their younger selves. Topics include the importance of understanding compounding interest, automating investments, paying yourself first, and avoiding the pitfalls of cashing out retirement accounts early. They also explore income strategies, mindful spending, and the need to gradually de-risk as retirement approaches.

01:57 Episode Theme: Lessons for Younger You

03:59 The Power of Compounding Interest

07:57 Understanding Investment Options

15:39 Pay Yourself First

24:14 A Costly Mistake: The Price of Impulsive Decisions

25:44 Turning Financial Mistakes into Learning Opportunities

27:23 Strategies for Financial Recovery and Growth

28:50 The Importance of Automation and Discipline in Saving

34:52 Balancing Lifestyle and Financial Goals

43:30 The Risk of Over-Risking: Preparing for Market Volatility

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Rough Cut 13: Is It Over?

Tue, 18 Mar 2025 10:00:00 -0000

The S&P 500 hit correction territory last week...and then we had two "green" days in a row? So is the bad part over?

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Rough Cut theme by Tom McGovern: https://www.tommcgovern.com/

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Misfit Monthly 2: The Too Hard Pile

Sat, 15 Mar 2025 10:00:00 -0000

In the second episode of Misfit Monthly by Investing Unscripted, Jason and Tyler explore the concept of the 'too hard pile' in investing—companies and sectors that are challenging to understand or outside one's expertise. They discuss the value of intellectual curiosity, the importance of knowing one's limits, and strategies to gradually expand one's circle of competence.

02:18 Understanding the 'Too Hard' Pile

07:18 Exploring Misfit Stocks

19:09 The Sunk Cost Fallacy in Investing

25:39 Building Knowledge and Intellectual Curiosity

38:50 Final Thoughts and Q&A Callout

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First Fridays 17. March 2025

Sat, 08 Mar 2025 11:00:00 -0000

In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They address audience questions, discuss their most recent stock purchases (Costco for Jeff), and touch upon the use of AI for stock research. Join us on the first Friday of the month (usually) live on YouTube.

04:55 Market Overview and NASDAQ Analysis

06:37 Investment Strategies and Stock Valuations

20:20 Options Trading Insights

30:26 Listener Interaction and Q&A

35:17 Recent Stock Purchases

37:04 Long-Dated Options Strategy

40:01 Costco Investment Insights

42:56 Portfolio Contest Update

47:13 Pulling Weeds from the Portfolio

52:52 Finding New Investment Ideas

59:26 QuantumScape vs. Wolfspeed

Companies mentioned: CFLT, COST, NVDA, OM, SHOP, TTD, UPST, WOLF, QS

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144. Do You Even Valuation, Bro?

Wed, 05 Mar 2025 11:00:00 -0000

Jason and Jeff delve into the complexities of stock valuation. They examine valuation metrics such as price-to-sales, price-to-earnings, and price-to-free cash flow, discussing how they can provide critical insights into investment decisions. They also highlight the importance of considering both historical and forward-looking financial data, and how different types of companies, from high-growth startups to mature businesses, require distinct valuation approaches.

04:05 Understanding Valuation: Definitions and Metrics

11:16 Price to Sales: The Empty Calories of Valuation Metrics

16:24 Forward vs. Backward Looking Valuation Metrics

22:41 Avoiding Valuation Traps in Cyclical Industries

26:15 Comparing Competitors: Home Depot vs. Lowe's

27:52 Understanding Valuation Metrics

30:07 Different Types of Companies and Their Valuations

32:53 Turnaround Companies: Challenges and Opportunities

34:41 The Trade Desk: A Case Study in Valuation

41:46 Tesla: The Enigma of Valuation

Companies mentioned: AMZN, CRWD, HD, NUE, LOW, MA, MSFT, S, TSLA, TTD, V, WMT

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143. February 2025 Mailbag

Wed, 26 Feb 2025 11:00:00 -0000

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing stocks that have skyrocketed in value.

01:52 Mailbag Time: Listener Questions

02:42 Exploring Options Trading

13:20 Understanding Return on Equity and Invested Capital

18:50 Investing for Future Generations

23:09 Upstart: Recent Developments and Insights

25:46 Economic Uncertainties and Market Reactions

27:58 Confluent's Growth and Market Position

30:09 Understanding Bond ETFs

33:02 Closed-End Funds: Risks and Rewards

34:39 Frameworks vs. Rules in Investing

36:36 Navigating Stock Price Increases

43:54 ETFs vs. Individual Stocks

48:24 Spam Comment of the Month

Companies mentioned: AAPL, APP, AXON, CELH, CFLT, FLNC, MELI, UPST, ZM

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Misfit Monthly 1: The Big Lessons From 100 Misfit Stocks

Sat, 15 Feb 2025 11:00:00 -0000

Welcome to the inaugural episode of Misfit Monthly, brought to you by Investing Unscripted! Join Jason Hall and Misfit Alpha creator Tyler Crowe as they dive into Misfit Alpha, Tyler's investing journey, his methods for finding under-the-radar stocks, and the thematic lessons he's learned profiling nearly 100 'Misfit' companies. They also touch on the importance of management incentives, and common traits of successful companies, and even delve into international markets. Find the link below to get 25% off your Misfit Alpha subscription

03:12 The Genesis of Misfit Alpha

05:51 Exploring Misfit Stocks

10:54 Tyler's Professional Journey

19:13 The Misfit Alpha Approach

24:20 Common Traits of Successful Companies

31:49 The Value of Being a Rounding Error

37:07 Management Incentives and Shareholder Alignment

48:29 Lightning Round: Surprising Misfit Stocks

53:27 International Misfit Markets

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141. Stuff Happens

Wed, 12 Feb 2025 11:00:00 -0000

In this episode, Jason and Jeff discuss the volatility and uncertainty in the current market, influenced by factors like tariffs, AI developments, and geopolitical tensions. They delve into the impact of recent events on market performance and the psychological challenges investors face, advocating for long-term, goal-oriented investment strategies and emphasizing the importance of a solid framework to manage investments during turbulent times.

01:18 Market Turbulence and Uncertainty

02:09 Stuff Happens: Embracing Uncertainty

04:18 Recent Market Events and Tariffs

06:05 Impact of AI and DeepSeek News

07:50 Election Impact and Market Reactions

09:52 Historical Market Shocks and Lessons

17:06 Investing Through Uncertainty

27:10 Market History and Investment Strategies

28:21 Psychology of Investing

30:15 Handling Market Reactions

32:58 Portfolio Management Strategies

44:44 Future-Proofing Your Investments

Companies mentioned: AAPL, NVDA, OM, PYPL

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First Fridays 16: February 2025

Sat, 08 Feb 2025 11:00:00 -0000

Jason and Jeff answer questions live during their February First Fridays livestream. Join us live on YouTube at 4 pm on the first Friday of every month, except for when it’s on the second Friday.

03:55 Investing Unscripted: Monthly Recap

08:50 AI and Market Reactions

22:50 AI in Everyday Life

32:46 AI in Sales: Automation and Efficiency

34:33 AI in Contract Review: Real-World Applications

36:48 The Impact of Tariffs on the Market

38:34 Investment Strategies During Uncertain Times

44:07 Portfolio Contest Updates and Challenges

54:31 Earnings Reports: Key Insights

Companies mentioned: AMZN, CRM, NVDA, TTD

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Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. SeeBond Account Disclosures to learn more.

*Terms and Conditions apply.

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138. January 2025 Mailbag

Wed, 22 Jan 2025 11:00:00 -0000

It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you’d like answered? Send it to us anytime!

01:21 Listener Appreciation and Feedback

08:29 Rebalancing and Diversification Strategies

14:35 Preferred Shares: A Worthwhile Investment?

25:02 Understanding REIT Distribution Payout Ratios

28:44 Understanding Adjusted Funds from Operations (AFFO)

31:19 Diving Back into REIT Metrics

32:39 Desert Island REIT Picks

38:59 SolarEdge and Enphase: Solar Industry Insights

41:49 Comparing Similar Companies: Metrics and Insights

47:30 Options Trading: Temperament and Strategy

52:55 Wrapping Up: Final Thoughts and Listener Questions

Companies mentioned: A, AAPL, AI, CRWD, DHR, ENPH, HD, LOW, MELI, O, PLD, RHP, S, SEDG, SNOW

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137. Back to Basics

Wed, 15 Jan 2025 11:00:00 -0000

Jason and Jeff discuss the importance of revisiting the fundamentals of investing as we enter the new year. They highlight why it's crucial to know your financial goals, understand what you own, and make informed decisions about buying and selling stocks.

01:34 Back to Basics: Investing Fundamentals

02:06 Listener Engagement and Feedback

04:38 The Importance of Financial Goals

08:05 Understanding Your Investments

18:19 Goals vs. Incentives in Investing

37:14 Personal Investing Journey and Mistakes

40:43 Market Trends and Stock Performance

44:06 Basics of Buying and Selling Stocks

47:45 Challenges and Decisions in Stock Investing

52:50 The Art of Selling Stocks

Companies mentioned: AAPL, BOC, CRWD, MELI, NVDA, ZS

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Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

*Terms and Conditions apply.

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135. 2025 and Beyond

Wed, 01 Jan 2025 11:00:00 -0000

In this New Year's episode, Jason and Jeff discuss their past year's investing journies, and they explore their evolving strategies, including transitioning to more conservative investments, learning opportunities, and the importance of dividend-paying stocks. They share insights on successful investment principles, the role of pensions, tax loss harvesting, and setting realistic long-term financial goals. They also delve into actionable steps for 2025, emphasizing the balance between growth stocks, dividend yields, and newer strategies like options trading.

01:12 New Year, New Beginnings on Investing Unscripted

02:22 Reflecting on Past Investments and Future Plans

04:47 Tax Loss Harvesting: Strategies and Insights

14:33 Changes in Investment Strategies for 2025

24:55 Adjusting Portfolio Allocation

25:10 Reflecting on Investment Strategies

26:03 Measuring Success in Investing

26:29 Long-Term Financial Goals

27:25 The Role of Individual Stocks

28:23 Balancing Stocks and Bonds

30:27 Evolution of Investment Goals

40:02 Dividend Stocks Strategy

47:24 Learning and Evolving as an Investor

50:25 Final Thoughts and Resolutions

Companies mentioned: NVDA, O

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*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more..

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Replay: 84. Reckless Predictions for 2024

Sat, 28 Dec 2024 11:00:00 -0000

Want to hear how wrong we were? Enjoy last year's reckless predictions show.

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What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests’ great podcasts: Chit Chat Stocks and The 7Investing Podcast.

Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM

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134. John Rotonti’s Search for Quality and Value

Wed, 25 Dec 2024 11:00:00 -0000

In this episode, Jason and Jeff welcome return guest John Rotonti. John discusses his new job with Islamorada Investment Management, shares insights on his value investing approach, and how he’s forming his new fund focused on industrials, infrastructure, and housing. Stick around to hear John’s reckless predictions for 2025. You can learn more about John and Islamorada Investment at https://www.islainvest.com/

01:13 Welcome to Investing Unscripted

01:55 Special Guest: John Rotonti

03:43 John's Journey and Career Insights

14:17 Understanding Free Cash Flow and Valuation

24:48 The Importance of Historical Context in Investing

34:34 Understanding P/E Ratios and Valuation

35:04 Estimating Forward Rate of Return

37:13 Introduction to Isla Morada Investment Management

38:06 Rebranding to Bastion Fiduciary

38:43 Acquisition and Growth Strategy

41:02 Launching a New Fund

42:46 Investment Philosophy and Strategy

45:33 Focus on Quality and Value

46:17 Sector-Specific Investment Opportunities

59:48 Reckless Predictions for 2025

01:05:37 Conclusion and Contact Information

Companies mentioned: AAPL, COST, MSFT

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133. December 2024 Mailbag

Wed, 18 Dec 2024 11:00:00 -0000

In the December mailbag, Jason and Jeff dive into their final Q&A session for 2024, sharing insights on feeling rich versus poor, the risks of quantum computing to Bitcoin, and whether Lindy is a commodity business. The hosts also unveil plans for the 2025 portfolio contest. Have a question for a future mailbag? Send them to us at any time!

01:12 Welcome to the Last Q&A of the Year

03:22 Discussing Market Valuations and Investment Strategies

13:26 Balancing Saving and Spending: Listener Questions

26:14 Quantum Computing and Bitcoin Security

30:38 Diversification and Financial Exposure

31:06 QuantumScape and Investment Strategies

32:16 The Role of ASML in Modern Technology

34:17 Understanding Lindy's Industrial Gas Business

43:12 2025 Portfolio Contest

50:15 Wrapping Up and Final Thoughts

Companies mentioned: ASAN, ASML, BOC, LIN, NVDA, OM, QS, TDOC, ZM

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Stocks Unscripted: Costco (COST)

Sat, 14 Dec 2024 11:00:00 -0000

We're trying something new! We want to have unscripted conversations about specific stocks. In this episode, we're talking about Costco and how Jeff really wants to buy shares but feels they're too expensive.

Let us know what you think about this new show idea!

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Bluesky: @investingpod.bsky.social

YouTube: https://www.youtube.com/@InvestingUnscripted

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00:00 Introduction and New Format Announcement

01:10 Discussing Costco: A Stock to Watch

02:56 Costco's Business Model and Market Position

04:37 Personal Experiences and Anecdotes

06:45 Valuation Concerns and Investment Strategy

12:15 Conclusion and Call for Feedback

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First Fridays 14: December 2024

Sat, 07 Dec 2024 13:30:00 -0000

In the December 2024 Livestream, Jeff and Jason take questions and engage with their audience in real-time. Jason reveals that Jeff's portfolio outperformed his, as per his prediction, with detailed insights into their investment strategies involving cash, bonds, and stocks. The show includes discussions on AI, the resurgence of Bitcoin, and the potential of cryptocurrency. The duo wraps up the episode with a fun holiday-themed segment, debating the best and worst Christmas songs.

02:23 Introduction and Welcoming Viewers

03:42 Portfolio Contest Update

06:15 Market Reactions Post-Election

10:50 Short Selling and Stock Valuation

16:41 DocuSign and Stock-Based Compensation

22:16 AI Trends and Future Outlook

38:16 Bitcoin Hits $100,000: Discussion and Insights

39:41 Crypto Use Cases and Market Dynamics

49:27 Reckless Predictions for 2025

57:13 Holiday Fun and Christmas Songs

Companies mentioned: AAPL, AMZN, BEP, CRM, DOCU, LMND, MSFT, NVDA, SQ

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128. Market Crash 2025 (Ominous Music)

Wed, 13 Nov 2024 11:00:00 -0000

In this episode, Jason and Jeff discuss the potential for a market crash in 2025, exploring various factors that could contribute to such an event. They differentiate between market crashes and economic recessions, define what constitutes a market drawdown, and analyze current market valuations. The conversation also touches on geopolitical risks, investor psychology, and strategies for preparing for potential market downturns.

Companies mentioned: ENPH, GM, NVDA, SOFI, PTON, QS, WOLF

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127. Making 1 Billion New Investors

Wed, 06 Nov 2024 11:00:00 -0000

In this episode, Jason and Jeff welcome the co-founder of My Wall Street, Emmet Savage. Emmett shares his investment journey, starting from his family's early experiences with the stock market to his lessons learned during the dot com bubble. He discusses the evolution of investing in the internet age, the importance of learning from mistakes, and the founding of his investment platform, My Wall Street. The conversation highlights the transformative power of investing and the community that has emerged around it.

Companies mentioned: DELL, MELI, NFLX

Check out My Wall Street at https://mywallst.com/

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First Fridays 13: November 2024

Sat, 02 Nov 2024 10:00:00 -0000

It’s the November First Friday livestream…and it was actually on the first Friday! Jason and Jeff talk about the Mag 7 companies, debate Roku’s decision to stop reporting important metrics, discuss recent earnings, and take live viewer questions. Join us on the first Friday of each month live on YouTube.

Companies mentioned: AMZN, BAM, CFLT, GOOG, GOOGL, LMND, META, MSFT, OKTA, OM, PYPL, RKLB, SOFI, SQ, TMDX

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125. Stock Research: How Much is Too Much?

Wed, 23 Oct 2024 10:00:00 -0000

In this episode of Investing Unscripted, Jason and Jeff explore the balance between the amount of research investors should conduct and the effectiveness of that research. They discuss the differences between retail and professional investors, the importance of time in making investment decisions, and the potential pitfalls of over-researching.

Companies mentioned: AAPL, GE, ISRG, MELI, MSFT, NVDA, PTON, PYPL

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124. Evolving As An Investor (AAPL, NVDA, PYPL)

Wed, 16 Oct 2024 10:00:00 -0000

In this episode Jason and Jeff delve into Jeff's evolution as an investor, discussing the changes in his decision-making process, the psychology behind buying and selling stocks, and the importance of patience and discipline in investing. They explore how Jeff's approach has shifted from impulsive buying to a more thoughtful strategy, emphasizing the significance of understanding the underlying businesses and managing expectations during downturns. The conversation also touches on the importance of tracking investments and the lessons learned from both successes and failures in the stock market.

Companies mentioned: AAPL, AMZN, COST, ENPH, F, GPRO, KNSL, NVDA, OM, PYPL, WBA

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Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule at https://public.com/disclosures/fee-schedule.

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. You should evaluate each bond before investing in a Bond Account. The bonds in your Bond Account will not be rebalanced and allocations will not be updated, except for Corporate Actions.

Fractional Bonds also carry additional risks including that they are only available on Public and cannot be transferred to other brokerages. Read more about the risks associated with fixed income (https://public.com/disclosures/fixed-income-disclosure) and fractional bonds (https://public.com/disclosures/apex-fractional-bond-disclosure). See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

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121. September 2024 Mailbag

Wed, 25 Sep 2024 12:30:00 -0000

Should you put more cash in a high-yield CD with interest rates falling? Do share buybacks help drive future dividend growth? How should you approach investing in materials stocks? These are just a few of the questions Jeff and Jason give their answers to on this week's episode, our monthly mailbag for September! Do you have questions you'd like us to answer on a future episode? Send them to us using our social media accounts or email address!

Companies mentioned: BIPC, DVN, MMM, NVR, OXY, PSX, SBUX, TXN, WBA

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*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule at https://public.com/disclosures/fee-schedule.

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First Fridays 11: September 2024

Sat, 07 Sep 2024 10:00:00 -0000

In the September First Friday livestream, Jason and Jeff answer listener questions, discuss economic data, interest rates, and discuss the 2024 portfolio contest. Check out our next live show on the first Friday of October!

Companies mentioned: ASML, BAC, CFLT, CRWD, ENPH, META, ROKU, SEDG, TSLA, TTD

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Investing Unscripted is brought to you by Public.com*

*A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The [6.9%] yield is the average annualized yield to maturity (YTM) across all ten bonds in the Bond Account, before fees, as of [8/28/2024]. A bond’s yield is a function of its market price, which can fluctuate; therefore a bond’s YTM is “locked in” when the bond is purchased. Your yield at time of purchase may be different from the yield shown here. The “locked in” YTM is not guaranteed; you may receive less than the YTM of the bonds in the Bond Account if you sell any of the bonds before maturity, or if the issuer calls or defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule at https://public.com/disclosures/fee-schedule.

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

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116. Investing Near Retirement (NVDA, SBUX, CRWD, NFLX)

Wed, 21 Aug 2024 10:00:00 -0000

We spend the bulk of our investing careers in the period when financial goals are still many years away. But what happens when retirement is only a decade away? In this episode, Jeff and Jason are joined by Brian Withers of Long Term Mindset to talk about investing when retirement is just around the corner.

Companies mentioned: AMZN, CRWD, DLR, HD, HSY, MSFT, NFLX, NVDA, PLD, SBUX

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You can check out Long Term Mindset here: https://longtermmindset.co/

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Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): https://public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: https://public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.

See terms of the Options Rebate Program (https://public.com/disclosures/rebate-terms). Rebate rates vary from $0.06-$0.18 and may depend on time of enrollment and number of referrals. Rates are subject to change at any time.

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115. Building a Crash-Resistant Portfolio (COST, MELI, CFLT)

Wed, 14 Aug 2024 10:00:00 -0000

Market downturns happen, and we get a full-on crash every decade or so. As much as we like to think of them as opportunities, thinking that way and acting that way are two different things. And the closer you get to a financial goal, the more at-risk you are of a big downturn upending your plans. In this week's show, Jeff and Jason discuss the difference between asset allocation and diversification, building a portfolio that's more resistant to crashes and individual company risk, and resilient for both the near- and long-term.

Companies mentioned: BEP, CFLT, COST, CRWD, F, HD, HSY, KNSL, LULU, MELI, UPST, V

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114. Getting It Wrong (and Still Making Money) (AMZN, NVDA, AVGO)

Wed, 07 Aug 2024 10:00:00 -0000

Being wrong is a regular part of investing in stocks. The beauty of a diversified portfolio is your winners – the ones you're right about – can more than makeup for the mistakes. At the same time, investing is also one of the rare places in life where you can get it wrong, and still make money! In this episode, Jeff and Jason discuss this topic in depth, how they think about it, and how it affects their decision-making and investing processes.

Companies mentioned: AMZN, ANET, AVGO, BOC, DAL, ENPH, META, MSFT, NFLX, NVDA, TXN

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First Fridays 9: July 2024

Sat, 13 Jul 2024 10:00:00 -0000

For the second month in a row, our First Friday livestream was not actually on the first Friday. Alas, life happens. This month, Jeff and Jason talk about the upcoming earnings season, companies they're especially interested in hearing from, a few other earnings-related takes, answer viewer questions, and play a little game with some of the biggest losers they both still own.

Companies mentioned: AMZN, BOC, CURI, CRWD, DOCN, ETSY, FIGS, LMND, ME, NFLX, OM, PTON, PYPL, RDFN, ROKU, SHOP, SLDP, STEM, TDOC, UPST, YTRA

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Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Prior to buying or selling an option, investors must read and understand the “Characteristics and Risks of Standardized Options”, also known as the options disclosure document (ODD) which can be found at: www.theocc.com/company-information/documents-and-archives/options-disclosure-document

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

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110. When Stocks Make a Comeback with Jason Moser

Wed, 10 Jul 2024 10:00:00 -0000

Everyone has those stocks in their portfolio that have underperformed, but we continue to hold, either on signs that things are set to improve or just on hope (a terrible thesis). On this week's show, Jeff and Jason are joined by longtime investor and Motley Fool Senior Analyst Jason Moser to discuss this topic, including stocks that holding paid off, others that didn't, and some real-world examples we are watching play out.

Companies mentioned: AAPL, CMG, COST, DOCU, MELI, NVDA, OM, PYPL, TDOC, TWLO

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Replay: 3 Things to Know Before Buying Your First (or Next) Stock

Wed, 03 Jul 2024 10:00:00 -0000

Enjoy this replay of a recent episode:

Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase.

Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM

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https://www.youtube.com/@InvestingUnscripted

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

109. Stocks in 2024: The Ones We Missed

Wed, 26 Jun 2024 10:00:00 -0000

Hindsight bias? Almost certainly. But that doesn't mean we still shouldn't look back at stocks that have gone up a lot that we didn't buy. In this week's show, Jeff and Jason do exactly that, while trying to apply an objective lens to the lessons we can learn by taking a look backward at our times of inaction.

Companies mentioned: ANET, AMZN, ASML, AVGO, CRWD, NVDA, SHOP, ZM

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

First Fridays 8: June 2024

Sat, 15 Jun 2024 10:00:00 -0000

Jason and Jeff discuss Elon Musk’s pay package, Tesla price targets, autonomous driving, Apple AI, Nvidia, and more.

Companies mentioned: AAPL, GOOG, GOOGL, GM, NVDA, TSLA

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

* Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. Investors must review the Options Disclosure Document (ODD): https://public.com/ODD. See Fee Schedule and Options Rebate & Referral T&Cs: https://public.com/disclosures. Brokerage services for US-listed securities and options offered through Public Investing, member FINRA & SIPC.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Chit Chat Stocks: Stanley Druckenmiller: The Investor That Beat Warren Buffett

Wed, 12 Jun 2024 10:00:00 -0000

This week we're featuring an episode of the Chit Chat Stocks podcast. Ryan and Brett do great work and in this episode they discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever?

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Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks

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Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

If you are enrolled in our Options Order Flow Rebate Program, The exact rebate will depend on the specifics of each transaction and will be previewed for you prior to submitting each trade. This rebate will be deducted from your cost to place the trade and will be reflected on your trade confirmation. Order flow rebates are not available for non-options transactions. To learn more, see our Fee Schedule, Order Flow Rebate FAQ, and Order Flow Rebate Program Terms & Conditions.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*********************************************************************

FinChat.io is The Complete Stock Research Platform for fundamental investors.

With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.

Use our LINK and get 15% off any premium plan: ⁠https://finchat.io/chitchat/?lmref=J3bklw

*********************************************************************

Check out https://www.firmreturns.com/ for value-focused equity research

Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat

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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.

Learn more about your ad choices. Visit megaphone.fm/adchoices

107. June 2024 Mailbag

Wed, 05 Jun 2024 10:00:00 -0000

This month's mailbag includes great questions about BDCs, broken investing theses, knowing if the story really changed, a little-known battery company, and what to do with middling investments. Jason also said that listener Jesse was a bad stock picker partly because their name starts with the same letters as Jeff's. Have a question you want answered? Want us to make fun of you to make ourselves feel better? Send it to us for our next mailbag now!

Companies mentioned: BEP, BEPC, BOC, CWEN, ENPH, FLNC, META, NEE, NVDA, SPUU, SSO

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

106. How to Be a Successful Stock Seller

Wed, 29 May 2024 10:00:00 -0000

Figuring out which stocks to buy is only half of the equation. A lot of your success – and for many people, most of their poor returns – are the result of selling. This week, Jeff and Jason take a close look at selling stocks, breaking down the reasons to sell, which are good, which are bad, and how you can make better selling decisions.

Companies mentioned: AAPL, ANET, AVGO, BOC, CATO, ETSY, FLGT, GE, META, MSFT, NFLX, NVDA, OM, PLUG, TSLA, TWLO, WINA

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

104. 3 Things to Know Before Buying Your First (or Next) Stock

Wed, 15 May 2024 10:00:00 -0000

Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase.

Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

102. April Mailbag Plus a Big Announcement

Wed, 01 May 2024 10:00:00 -0000

This week, Jeff and Jason field your questions including using starter positions, fees for ETFs, taking action on a new stock idea, and a lot more. We also announce the Investing Unscripted Portfolio, which you can find on SavvyTrader!

Have questions for us to answer on our next mailbag? Don't wait! Send them to us now, via social media, email, or a comment on the Investing Unscripted newsletter.

Companies mentioned: EPR, KNSL, O, RDFN

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

*****************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

101. Averaging Up: When Overvalued Stocks Really Aren’t

Wed, 24 Apr 2024 10:00:00 -0000

Investors have enjoyed the bull run of the stock market over the past 15 months. Yet for those who are still regularly contributing new money to invest, seeing your favorite stocks up 30%, 50%, or even more from where you last bought them can make it hard to keep buying. But, are these big winners actually overvalued? In this episode, Jeff and Jason take a closer look at some of their favorite high-priced stocks to learn whether they're actually overvalued.

Companies mentioned: AAPL, AIG, ASML, KNSL, MKL, PGR, TREX

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

100. Private Equity with Tim Hanson

Wed, 17 Apr 2024 10:00:00 -0000

The term private equity is in the financial news often, but it’s not a once-size-fits-all business model. Jason and Jeff interview Tim Hanson, CIO and President of Permanent Equity, to talk about the private equity industry and what makes Permanent Equity different.

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You can find Permanent Equity here: https://www.permanentequity.com/

Connect with Tim on Twitter here: https://twitter.com/timhanso

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

99. Investing Unscripted Portfolio Contest Q1 Review

Wed, 10 Apr 2024 10:00:00 -0000

One quarter into the 2024 Investing Unscripted, and the results are, well, interesting! This week Jeff and Jason take a closer look at the results, including that the winning portfolio was submitted by a professional comedian, and that in general, you, our listeners, are doing better than the professionals! Check out this episode for more insights on the contest, investing, and how the short-term results can be both informing and misleading.

Companies mentioned: BOC, CRWD, DOC, ENPH, EPR, NVDA, OM, TMDX

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

First Fridays 6: April 2024

Sat, 06 Apr 2024 10:00:00 -0000

Check out our monthly live podcast as we welcome special guest Lou Whiteman to talk about Boeing, boring stocks and much more.

Check out Lou's newsletter here:https://fitsandstarts.beehiiv.com/

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

98. Bestselling Author of The Warren Buffett Way: Robert Hagstrom

Wed, 03 Apr 2024 10:00:00 -0000

Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of the 30th anniversary edition to discuss the book, his thoughts on Buffett, investing, Berkshire Hathaway, and a lot more.

Companies mentioned: BRK.A, BRK.B

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted

******************************************

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Options are not suitable for all investors and carry significant risk. Option investors can rapidly lose the value of their investment in a short period of time and incur permanent loss by expiration date. Certain complex options strategies carry additional risk. There are additional costs associated with option strategies that call for multiple purchases and sales of options, such as spreads, straddles, among others, as compared with a single option trade.

Supporting documentation for any claims will be furnished upon request.

Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

97. March 2024 Mailbag

Wed, 27 Mar 2024 10:00:00 -0000

How do you approach building out a full position in a stock? How do you know if you're a good investor? Ever Schadenfreude some stocks you hate? How can you tell if something is really meaningful for a company, or just noise? Jason and Jeff answer these questions and others on this week's show.

Companies mentioned: CELH, NFLX, PTON, SAM

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

Investing Unscripted is brought to you by Public.com*

For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.

*Transfer offer Terms and Conditions apply.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

95. Stocks in 2024: The Shortest Leash

Wed, 13 Mar 2024 10:00:00 -0000

This week, Jeff and Jason each bring a stock to the show that they're holding on a very short leash. Neither has delivered the expected returns, and there are some signs that things could get worse before getting better. To both hold ourselves accountable, and help you, dear listener, build your own investing framework and hold yourself accountable, we allow ourselves to be interviewed by one another to dig into why we bought these stocks, why we continue to own them, and what we have learned. In the second part of the show, we give an update on the 2024 Investing Unscripted Portfolio Contest! We have a listener who owes Jason a favorite charity so he can make his $50 donation in your honor.

Companies mentioned: AXP, DAVA, LNG, MA, NOW, TELL, V

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

Investing Unscripted is brought to you by Public.com*

*Transfer offer Terms and Conditions apply.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

94. Politics, Investing, and Bias

Wed, 06 Mar 2024 11:00:00 -0000

Did you know that learning someone's political views makes it harder to assess their expertise in other domains? With the U.S. presidential election campaign set to be the dominating storyline in 2024, Jeff and Jason talk through the power of bias on our decision making in ways we may not even realize.

Companies mentioned: APRN, CELH, MNST, NFLX, NVDA, PTON, SFIX, TSLA

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Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

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Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate

*Transfer offer Terms and Conditions apply.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

First Fridays 5: March 2024

Sat, 02 Mar 2024 11:00:00 -0000

In their monthly livestream, Jason and Jeff talk about recent earnings, Buffett’s annual letter, the macro environment, their latest buys and sells, and take listener questions. You can get links to join the livestream by subscribing to the Investing Unscripted newsletter at https://investingunscripted.beehiiv.com/

Companies mentioned: CFLT, CPNG, DIS, LMND, NDA, NVDA, MKC, OM, PCOR, PINS, PYPL, SBUX, TGT, TMDX, WD

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Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate

*Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

91. Chris Hill on Investing, Markets, and Podcasts

Wed, 14 Feb 2024 11:00:00 -0000

Chances are, if you've listened to investing podcasts over the past 15 years, or like listening to audiobooks on finance and investing, you've heard Chris Hill's distinctive voice. As the daily host of Motley Fool Money and other podcasts from their creation in 2008 until May of 2023, and a career in financial communications going back to the late 1990's, Chris has seen a lot. Combine that with being the voice of Morgan House's two bestselling novels, The Psychology of Money and Same As Ever, and Chris is what investing sounds like to millions of people. In this week's show, Jeff and Jason catch up with Chris, discuss his background, experiences, and lessons from and a quarter-century of observing investors, markets, and companies. Chris also gives us a small preview of what he's working on next.

Companies mentioned: AAPL

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Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

Go to finchat.io/unscripted to get 25% off any paid plan today

Investing Unscripted is brought to you by Public.com*. Go to Public.com and activate options trading by March 31st to lock in your lifetime rebate

* Options are not suitable for all investors and carry significant risk. Certain complex options strategies carry additional risk. Options can be risky and are not suitable for all investors. See the Characteristics and Risks of Standardized Options to learn more.

For each options transaction, Public Investing shares 50% of their order flow revenue as a rebate to help reduce your trading costs. This rebate will be displayed as a negative number in the “Additional Fees” column of your Trade Confirmation Statement and will be immediately reflected in the total dollars paid or received for the transaction. Order flow rebates are only issued for options trades and not for transactions involving other assets, including equities. For more information, refer to the Fee Schedule.

All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Open to the Public Investing, Inc., member FINRA & SIPC. See public.com/#disclosures-main for more information.

*****************************************

Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

89. Building a Successful Investing Framework

Wed, 31 Jan 2024 11:00:00 -0000

They say, process over outcome. When it comes to investing, that’s definitely true, and we believe a solid framework is the path to a successful investing process. In this week's show, we discuss two different topics. In the first part of the show, Jason and Jeff discuss their investing frameworks, what they focus on, and how their processes have evolved over time.

In the second part of the show, we discuss homeownership, and renting, and how each can result in very different investing and personal finance plans and needs. We also give our answers to the question often asked: is your home an investment?

Companies mentioned: AAPL, ASML, CRWD, CURI, LMND, SBUX, TREX, QS

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Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

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Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted

*A High-Yield Cash Account is a secondary brokerage account with Public Investing. Funds from this account are automatically deposited into partner banks where they earn a variable interest and are eligible for FDIC insurance. Neither Public Investing nor any of its affiliates is a bank. US only. Learn more at https://public.com/disclosures/high-yield-account

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Find the 2024 Portfolio Contest here:

https://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

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88. January 2024 Mailbag

Wed, 24 Jan 2024 11:00:00 -0000

Mailbag time! Thanks to our listeners for a lot of great questions. This month's topics include whether the advice to take on more portfolio risk when you’re young is "BS", our worst-performing stocks double-down candidates, how to figure out your magic number, fighting the allure of selling stocks to raise cash, and more!

In the second part of the show, Jeff and Jason ponder investing legend David Gardner's "only dips buy dips" maxim. tl;dr: it depends.

We're always looking for more questions for our monthly mailbag. Send them to us anytime you have them, via email or social media.

Companies mentioned: AAPL, AMZN, BRK.A, BRK.B, CRWD, CURI, LMND, ME, MELI, OM, PTON, PYPL, SBUX, TWLO, VTMX

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Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

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Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted

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Find the 2024 Portfolio Contest here:

http://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

First Fridays 3: January 2024

Sat, 06 Jan 2024 11:00:00 -0000

Jason and Jeff recap the 2023 Portfolio Contest and discuss the year that was while answering live viewer questions.

Companies mentioned: AAPL, AMC, BIP, BLNK, CRWD, LMND, META, NVDA, OM, SFIX, TREX, TSLA

*****************************************

Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

******************************************

Investing Unscripted is brought to you by Public.com*. Sign up for a high-yield cash account today: https://public.com/investingunscripted

*****************************************

Find the 2024 Portfolio Contest here:

http://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

85. Investing Unscripted 2024 Portfolio Contest

Sat, 30 Dec 2023 11:00:00 -0000

Jason and Jeff are back with a new portfolio contest for 2024. This year, the contest will feature several portfolios submitted by 2023 guests on the podcast. These portfolios and stocks will get reviewed throughout the year and most importantly, the “winners” each quarter will get money donated to their favorite charity.

Companies mentioned: See link below

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

Find the 2024 Portfolio Contest here:

http://tinyurl.com/2024contest

Find the 2023 Portfolio Contest here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

84. Reckless Predictions for 2024

Sat, 23 Dec 2023 11:00:00 -0000

Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Chit Chat Money - The State of the Luxury Industry With Sleepwell Capital and Leandro from Best Anchor Stocks

Wed, 20 Dec 2023 11:00:00 -0000

Our friends over at Chit Chat Money had a great episode recently about the luxury goods market. Check out Chit Chat Money wherever you get your podcasts.

The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen as Brett asks questions about the company, its business model, and its valuation. Enjoy the show!

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Want updates on future shows and projects? Follow us on Twitter: ⁠⁠⁠⁠⁠https://twitter.com/chitchatmoney ⁠⁠⁠⁠⁠

Subscribe to our Substack to receive free show notes and charts for our Tuesday episodes: ⁠⁠⁠⁠⁠https://chitchatmoney.substack.com/⁠⁠⁠⁠

Timestamps

What is Luxury? | (3:46)

Examples | (12:17)

Ferrari | (27:47)

Disclosure: Chit Chat Money hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.

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82. Misfit Alpha: The Best Stocks You’ve Never Heard Of

Sat, 09 Dec 2023 11:00:00 -0000

Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, who many of you may know from his regular appearances on our YouTube channel with Jason, has made it his mission to share those winners with the world.

This week, Jeff and Jason chat with Tyler about the multi-year research project he's been on that led him to these obscure, overlooked winners that Tyler calls "misfits," and the creation of his newsletter, Misfit Alpha. We talk through Tyler's process for finding them, what he's learned, and some examples of massive winners that have compounded for decades, yet remain relatively unknown.

Looking for more of Tyler's work? Find him at:

https://www.misfitalpha.com/

Threads & Twitter: @misfitalpha

Interested in joining Misfit Alpha? Tyler is offering Investing Unscripted listeners a 20% discount: https://www.misfitalpha.com/unscripted

Companies mentioned: AJG, BCPC, COST, DHR, GOOG, GOOGL, ITIC, JMIA, TSLA

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

First Fridays 2: December 2023

Thu, 07 Dec 2023 11:00:00 -0000

We welcome special guest Jim Gillies for this episode of First Fridays.

We would love feedback on the show. Share with us at:

Email: investingunscripted@gmail.com

Twitter: @investingpod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Investing Unscripted Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

81. Stocks, Venture Capital, and Why it Matters to You

Sat, 02 Dec 2023 11:00:00 -0000

What is venture capital? What does it have to do with buying stocks? This week, Jason and Jeff are joined by Joe Magyer, founder of VC firm Seaplane Ventures. After nearly two decades investing in public stocks, Joe now focuses on finding and investing in early-stage companies before they IPO. In this episode, Joe helps explain how VC works, and breaks down the big trend of startups staying private for much longer, why that's happened, and how it potentially affects investors in stocks.

Are you a founder (or an accredited investor) looking to contact Joe? You can find him at https://www.seaplaneventures.com/, https://www.linkedin.com/in/joemagyer/, and https://twitter.com/Magyer.

Companies mentioned: AMZN, NFLX, NVDA

We would love feedback on the show. Share with us at:

Email: InvestingUnscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

https://www.youtube.com/@InvestingUnscripted

Find the 2023 Investing Unscripted Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

80. How Well Do You Know Your Stocks?

Sat, 25 Nov 2023 11:00:00 -0000

There's little doubt that investors who understand what they own, and why, should have better investing success. But how much do you really have to know? In this week's show, Jeff and Jason talk about how much knowledge of the companies you own, the industries they operate in, and the companies they compete with, you should have. While there's definitely such a thing as too little knowledge, what about too much? We cover a lot of ground on this topic this week!

In the second part of the show, Jeff and Jason celebrate their favorite new holiday: Thanksfornothingmas! Gratitude is great, but sometimes it can be a little cathartic to express your disappointment, too. We share some of our biggest disappointments of the season to close out this week's show.

Companies mentioned: ANET, ASAN, BOC, CELH, DIS, KO, MELI, MNDY, NFLX, NVDA, PTON

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

79. November Mailbag

Sat, 18 Nov 2023 11:00:00 -0000

Wondering of Ozempic will kill Pepsico? Does Jason keep his money in buckets? Is it a loser's game to wait for better prices on stocks? These are some of the questions we answered in our latest mailbag episode.

In the second part of the show, Jason and Jeff go through a thought exercise about making big decisions, using an actual decision that Jeff is considering making.

Companies mentioned: AAPL, COST, KO, LIN, NFLX, NVDA, WMT, WSO, PEP, PLNT, PTON

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

First Fridays: November 2023

Fri, 17 Nov 2023 11:00:00 -0000

Enjoy the first-ever live recording of The Smattering Podcast. Subscribe to our newsletter for a link to the next live recording.

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

78. Investing With Kids with Robert Brokamp

Sat, 11 Nov 2023 11:00:00 -0000

After listening to last week's episode (part one in this two-part series) you should be well on your way to investing for your kids, grandkids, or whatever weirdo child that's important in your life. This week, Jeff and Jason continue their conversation with Robert Brokamp, CFP ®, tackling the much more complicated topic of investing with your kids. Some highlights include the important subject of personal finance, including the value of talking to kids about the importance of earning and spending money, not just saving and investing it.

In the second part of the show, Jason and Jeff discuss their reactions to the conversation with Bro, and share their own experiences with their own kids.

Companies mentioned: HD, SBUX

Resources mentioned:

The Opposite of Spoiled, by Ron Leiber

Make Your Kid a Money Genius by Beth Kobliner

Money Tails (Book Series) by Sheila Bair

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rough Cut 7: The Fear of Not Knowing Stuff

Tue, 07 Nov 2023 15:35:00 -0000

Jason has some thoughts about one of his favorite companies after a short report comes out.

Companies mentioned: BAM, BIP, BIPC, BN

Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rough Cut 6: Jason Was Wrong About Netflix

Thu, 26 Oct 2023 17:26:21 -0000

In April of 2022, Jason declared Netflix “toast”. He was…wrong

Since that declaration, Netflix stock has handily beat the market. Jeff and Jason discuss just how wrong Jason was, and what we can learn from it.

Companies mentioned:

Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

75. Should Stock Investors Lower Their Expectations?

Sat, 21 Oct 2023 10:00:00 -0000

Investors have profited wildly from stocks over the past 14 years. Since March 2009, the S&P 500 has returned an average of 15.1% total returns per year. That's a mind-blowing 50% better than the long-term historical average. As a result, do investors have wildly unrealistic expectations going forward? After all, interest rates have been persistently at record lows for much of that time, giving companies access to cheap capital to fund growth, buy back stocks, and acquire competitors. It's also resulted in large sums of institutional money moving into equities to offset the much lower yield available in fixed income.

In this week's show, Jeff and Jason talk through these implications, and most importantly, what individual investors can do to make sure they are prepared for a lower-return environment going forward.

Companies mentioned: AAPL, ASAN, CRWD, GTLS, MSFT, NEP, STEM, TWLO

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

74. Investing With a Pro: Alex Morris of TSOH Investment Research Service

Sat, 14 Oct 2023 10:00:00 -0000

There are a lot of investment and personal finance websites, newsletters, and supposed "experts" out there. Some are great, while others are, well, not so great. In this week's show, Jason and Jeff are joined by Alex Morris, a former equities analyst who left Wall Street to start his own stock research newsletter, TSOH Investment Research Service. In their conversation, Alex shares his thoughts on the space, his investing process, advantages that we have as individual investors, and some of his favorite stocks right now. He also talks about some of his biggest investing mistakes, what he's learned, and his evolution as an investor.

Companies mentioned: AAPL, COCO, COST, DG, FQVTF, MSFT, ROKU

Find Alex on Twitter: https://twitter.com/TSOH_Investing

TSOH Investment Research Service: https://thescienceofhitting.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

73. Smattering Portfolio Q3 Review

Sat, 07 Oct 2023 10:00:00 -0000

It's official! We are nine months through 2023, so it's time for another quarterly review of the 2023 The Smattering Portfolio Contest! And after a gangbuster first half of the year, every portfolio lost value this quarter and a new leader emerged from the pack. Jeff and Jason take a closer look at all 19 stocks in the portfolio, their thoughts so far, and how they feel about the companies they picked going forward.

In the second part of the show, we introduce yet another portfolio: Nick's Picks! Jeff won some money, and his dad made him buy some stocks, including one he said he'd never buy.

Companies mentioned: AMAT, AMC, AMZN, ASML, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, NVDA, ODFL, OM, SPG, TREX, TSM, TSLA, TTD

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

72. September Mailbag

Sat, 30 Sep 2023 10:00:00 -0000

Thanks to our listeners for a lot of great questions. Topics include holding cash for the long term, a high-growth Latin American bank, keeping conviction during a bear market, and messing around with cyclical stocks among many more. In the second part of the show, Jason asks Jeff, "what's your market vibes, bro?" Begrudgingly, Jeff answers.

Want us to answer your questions on the next mailbag? See how to reach us below.

Get 20% Off and Free Shipping with the code SMATTERING at Manscaped.com

Companies mentioned: ATI, MELI, META, NEE, NEP, NU, OM, SOFI, STLD, TSLA, UPST, WIRE

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rough Cut 4: Housing Sucks And It's Your Fault

Thu, 28 Sep 2023 21:20:42 -0000

There’s a housing shortage and there’s plenty of blame to go around. In better news, Rough Cut episodes now have epic introduction music!

Companies mentioned: MTH

Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rough Cut 3: Don't Be a Bag Holder

Wed, 20 Sep 2023 13:00:03 -0000

Jason's mad...again. Some companies' entire business model seems to be around getting rich off a good story and retail investors' hard-earned money. Jason's gonna rant and talk with Jeff about how to avoid being a bag holder.

Companies mentioned: PLUG

Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

70. Bill Mann: International Man of Weirdness

Sat, 16 Sep 2023 10:00:43 -0000

Bill Mann has spent the past two decades helping investors find more weirdness. As an expert on small cap stocks and international investing, Bill describes his investing process as "fishing where people don't fish often," but has a track record of finding big winners, too. In this episode, we talk with Bill about his investing philosophy, his origin story, and how he thinks most people should approach international investing.

Because Bill talks even more than Jason, this entire episode is our conversation with Bill. Buckle up. It's about to get weird.

Companies mentioned: AAPL, BABA, GOOS, JD, KO, LMVH, MELI, NSRGY, SBUX, TSLA, VLVLY

Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

69. What My Job Taught Me About Investing

Sat, 09 Sep 2023 10:00:04 -0000

Investing is hard, and a lot of people go into it without any formal training. And as a result, lots of mistakes get made, particularly when it comes to investing in stocks. But that doesn't mean most of us don't come with some skills that cross the divide between day job and weekend investing warrior. In this week's show, Jason and Jeff share some of their own work experiences, how they've helped them be better investors, and in some cases, maybe didn't help (such as being a public school administrator, like Jeff).

In the second part of the show, we take a look back at the August (despite Jeff's best efforts to insist July happened again) results of the 2023 Smattering Portfolio Contest! One take that Jeff and Jason both share: By and large, we would happily take the results of this contest in our own portfolios. It's been a good eight months for our stocks.

Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

67. Is Being A Lazy Stock Picker Better?

Sat, 26 Aug 2023 10:00:40 -0000

Being an active investor is hard. The reality is, humans are wired to do something. It's hard to stand by while our portfolios are doing, well whatever, and not feel the need to act. Stocks going up? Sell to lock in gains. Or maybe buy more! It's going up, after all! Stocks falling? Sell to cut the losses. Or maybe buy more! It's going to go back up, after all! But none less than Warren Buffett has made the case for being a lazy investor. He once wrote, "Benign neglect, bordering on sloth, remains the hallmark of our investment process," after all. But is Buffett really being slothful? And is the lazy approach really the right way to go? Jason and Jeff hash it out in this episode.

In the second part of the show, we wade into companies and social issues. What's an investor to do if a company takes a stand on a social issue? What if it backfires? Is there a right way to approach it or think about it as an investor? Jeff and Jason firmly grab the third rail of investing and talk through this subject.

Companies mentioned: AAPL, CMG, DIS, ETSY, MELI, NFLX, NVDA, SBUX, TGT, TXN

Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

66. August Mailbag

Sat, 19 Aug 2023 10:00:43 -0000

In our second summer mailbag episode, Jason and Jeff field questions from listeners, submitted on Twitter, email, and Commonstock. Topics include stocks we own, getting the most out of cash without falling in love with it, whether the stock market is expensive, or if expensive is the new normal, and how did two idiots like Jason and Jeff manage to get the expertise and skill to be paid to pontificate on investing?

In the second part of the show, we follow up on a topic from last week's episode, "Earnings Season Mindset," and whether Jeff or Jason took any action after a number of very big stock selloffs.

Companies mentioned: ABNB, ASML, BOC, CRWD, DDOG, DOCN, EPR, FTNT, KNSL, LOB, LMND, MELI, NVDA, RHP, TTD, UPST

Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

Rough Cut 1: There's Too Many Investing Products

Wed, 16 Aug 2023 10:00:00 -0000

Jason has a lot of problems with you people! In this first Rough Cut, Jason and Jeff rant about all the free and paid investing resources available out there and what they think about it.

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

65. Earnings Season Mindset

Sat, 12 Aug 2023 10:00:00 -0000

Every quarter, thousands of companies report their financial results, and investors of all stripes tune in, read up, and trade their way through the season. Volatility is up, and for many people, so is their stress level. So what's an investor to do? In this episode, Jason and Jeff discuss their mindsets during earnings season, including the frameworks they have implemented to help them navigate the volatilities, and make better investing decisions when emotions can be high. In the second part of the show, we share our first The Smattering Rough Cut, an unedited, unplanned conversation that starts in one direction, then goes a little bit off the rails. Companies mentioned: LMND, MSFT, FTNT, LOB We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

64. The Smattering Turns 1

Sat, 05 Aug 2023 10:00:00 -0000

Wow, that was fast. In the blink of an eye, The Smattering has turned one year old! In this episode, Jeff and Jason take a stroll down memory lane, sharing some of their favorite stories, episodes, and guests from the first year. We also take a look ahead, and tease a few new ideas coming soon to The Smattering Podcast!

In the second part of the show, we give an update on the 2023 Smattering Portfolio Contest! Jeff finally admits that Jason's portfolio is superior, while Jason remains his typically humble self. We also share our thoughts on where all the stocks are at this point, and what we are watching for going forward.

Companies mentioned: AMC, AMZN, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, NKE, OM, SPG, TREX, TSM, TSLA, TTD

We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Learn more about your ad choices. Visit megaphone.fm/adchoices

63. Peter Atwater: The Confidence Map

Sat, 29 Jul 2023 10:00:00 -0000

Have you ever been absolutely, utterly confident in an outcome, only to get a rude awakening when things go very differently? Well, you're not alone. Behavioral economics pioneer Peter Atwater has made it his mission to help more people understand the role of confidence in human decision making, outcomes, and how it's rooted in "our desire for certainty and control." In this week's show, Jeff and Jason talk with Peter about his new book, The Confidence Map: Charting a Path from Chaos to Clarity. They discuss his background, his decision to leave a successful banking career and start over at 45, and and how The Confidence Map came to be, and how it can help people make better decisions in many aspects of their lives.

In the second part of the show, Jason and Jeff share their thoughts on the book and the conversation with Peter, and how the concepts in the book can fit in the investor's toolbox.

Companies mentioned: BRK.A, BRK.B

Buy The Confidence Map on Amazon.

Peter Atwater on Twitter: https://twitter.com/Peter_Atwater

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

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62. Becoming Brian Feroldi

Sat, 22 Jul 2023 10:00:00 -0000

Brian Feroldi is a leading expert in investing, helping hundreds of thousands of people avoid mistakes and make better decisions. But he wasn't always an expert, and over the past two decades he's made plenty of mistakes. In this week's show, Jeff and Jason talk with Brian about his history, including his beginnings as an individual investor, his origin story as a thought leader and expert, and how he's built Long Term Mindset into a business that continues to help a growing number of people find their own success.

Find Brian on Twitter: https://twitter.com/BrianFeroldi

Brian's newsletter and education courses: BrianFeroldi.com/newsletter

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

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61. July Mailbag

Sat, 15 Jul 2023 10:00:00 -0000

You have questions? We have answers. In this edition of our semi-regular mailbag, we took listener questions about capital scarcity, measuring CEO performance, the ongoing AI bubble, and whether Threads will prove good for Meta Technologies. We also shared a listener note describing how they've made massive financial strides in recent years.

In the second part of the show, we announce the upcoming Money Collaborative 2023 event we are doing with some of our favorite finance friends! We hope you can join us. For more details on it, visit moneycollaborative.com

Companies mentioned: AAPL, AMZN, BAH, CRWD, FTNT, META, MSFT, NVDA, OKTA, PANW, PTON, SNAP, TSM, ZS

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

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60. Smattering Portfolio Q2 Review

Sat, 08 Jul 2023 10:00:00 -0000

It may be hard to believe, but we are already halfway through the year. That means it's time to review the 16 stocks across the five "team" in the 2023 Smattering Portfolio Contest! The good news: The five portfolios are up a combined 31% so far this year! The bad news: The best performing team is the "un-portfolio." It's all Jeff's fault. This week, Jeff and Jason share an update on all of the companies in the contest, and share their latest thoughts.

In the second part of the show, Jason asks Jeff for his thoughts on financial independence, and topic that, surprisingly, we haven't talked very much about.

Companies mentioned: AMC, AMZN, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, NKE, OM, SPG, TREX, TSM, TSLA, TTD

Episode 30: Introducing the 2023 Smattering Portfolio Contest: https://podcasters.spotify.com/pod/show/the-smattering/episodes/30--December-Mailbag-and-Introducing-the-2023-Smattering-Portfolio-Contest-e1s0pgj

Episode 32: 2023 Smattering Portfolio Contest Stocks Reveal: https://podcasters.spotify.com/pod/show/the-smattering/episodes/32--Smattering-Portfolio-2023-Reveal-e1sm10p

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

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59. Fighting Chimps and Picking Stocks

Sat, 01 Jul 2023 10:00:00 -0000

Whether it's driving, picking stocks, or fighting chimpanzees, humans often overestimate their actual skill level. In this week's show, Jason and Jeff discuss this reality, and what you can do as an investor to counter your own human nature. Topics include discovering the difference between luck and skill with investing, how to find useful lessons, and the power of humility and giving yourself grace. (Hat tip to Alex Morris for a tweet that inspired part of today's show.)

In the second part of the show, Jason and Jeff argue over whether we're in a bull market or not, and whether it really matters. (Hint, it doesn't, except for when it does.)

Companies mentioned: AAPL, AMZN, FRC, MELI, META, MSFT, RDFN, ZM

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

Alex Morris' tweet: https://twitter.com/TSOH_Investing/status/1673696074312167425

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58. Travis Hoium on Asymmetric Investing

Sat, 24 Jun 2023 10:00:03 -0000

To some degree, every stock investor is looking for asymmetric returns. While the market delivers, on average, around 10% in gains each year, stocks also provide the rare opportunity to earn substantial multiples on your initial investment. Travis Hoium has spent years looking for those winners, and now he's helping people find them. An engineer by training and longtime writer for The Motley Fool, Travis is also the founder of the Asymmetric Investing newsletter, where he provides access to research on stocks he thinks have the potential – and characteristics – to deliver asymmetric returns.

Recently, Travis sat down with Jason and Jeff to talk about his journey, some of the lessons he's learned along the way, his investing philosophy, and his approach to finding asymmetric opportunities. He also shares two ideas that he thinks are good examples of how these opportunities can often hide in plain sight. In the second part of the show, Jason and Jeff put Travis through the wringer in a lightning round.

Companies mentioned: AAPL, AXON, COIN, GM, INTC, PTON, TSLA, UBER

Looking for more from Travis? On Twitter @TravisHoium, his newsletter at asyminvesting.com, and on YouTube at https://www.youtube.com/@asymmetricinvesting

Check out our newsletter, including episode transcripts:

https://smattering.beehiiv.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

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57. What If You Die?

Sat, 17 Jun 2023 10:00:04 -0000

Death and taxes are inevitable, as the saying goes. But what if you died right now? What if some cosmic hand snapped its fingers, and you were gone? We often apply this "snap" test to companies to find the most important ones, but we can apply this same test to ourselves, too. Who would be impacted? What would they be left trying to figure out? Would they have enough money to make ends meet?

Would they even know how to access your bank accounts or retirement savings? What would they do?

In this episode, inspired by a young listener's recent health diagnosis, Jeff and Jason talk about this difficult subject, offering their insights and answers to one of the hardest questions we each need to answer. Because the only thing worse than dying young is leaving your loved ones without the resources to move forward with their lives.

In the second part of the show, we play "Signal or Noise" with crypto. The SEC is going hard after trading platforms, and Jeff and Jason debate the potential implications for trading platforms and crypto writ large. Whether you're interested in crypto or not, it's a useful thought exercise on disruption, fraud, and regulatory clarity.

Companies mentioned: NEXT

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio2023

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56. Hitting Reset

Sat, 10 Jun 2023 10:00:58 -0000

What if you could start over? Just press a button, and voila, you have a portfolio full of cash, and a chance for a fresh start. What would you do differently than you were already doing? In this episode, Jason and Jeff go through this mental exercise, weighing the pros and cons of pressing reset, and discuss the psychological challenges that keep most of us from making the changes we want.

In the second part of the show, we take a look at The 2023 Smattering Portfolio Contest. Jason should be leading, but Jeff picked two of the best-performing stocks of 2023 for his Un-portfolio picks. If we started a 2X Inverse Santoro Bear Picks ETF would you invest?

Companies mentioned: AMC, AMZN, BLNK, BOC, DDOG, FVRR, LMND, META, OM, TSLA, TTD, ZM

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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55. Nick Rossolillo: On Semiconductor Stocks, Investing, and More

Sat, 03 Jun 2023 10:00:00 -0000

The semiconductor industry represents a wonderful place to invest. But it's also cyclical, complex, and can be a bad place to invest if you stumble in blindly or find yourself chasing the next hot thing at the wrong time. We have good news. Chip Stock Investor can help.

This week, Jason and Jeff sit down with Nick Rossolillo of Chip Stock Investor to break down the semiconductor industry, discuss why it's so compelling, and explain why it can also be a risky place to put your money. And yes, they talk about Nvidia. But after 46 minutes of other things.

Chip Stock Investor on YouTube: youtube.com/@chipstockinvestor

Nick on Twitter: https://twitter.com/nrossolillo

Companies mentioned: AAPL, AMAT, AMD, ASML, INTC, NVDA, ON, SNPS, TSMC, TXN, WOLF

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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54. Let's Talk About Stocks

Sat, 27 May 2023 10:00:32 -0000

Last week we had a therapy session for Jeff in our episode, "I don't know how to invest anymore." Jeff says thanks for helping him work through his struggles. The obvious follow-up? An episode about stocks! In this "back to basics" conversation, Jason and Jeff talked about what has changed, why stocks are still very important investments and offered some insights on how to invest in stocks going forward.

In the second part of the show, we answer two questions listeners have sent in recently, about a similar topic: What do you do with found money (or stocks)? Jason and Jeff discuss ways to make the most of a cash inheritance, a stock inheritance, and some ideas for how you can think about making the best decision if this unfortunate opportunity arises in your life.

Financial planning networks mentioned:

https://www.garrettplanningnetwork.com/

https://www.napfa.org/

https://www.xyplanningnetwork.com/

Companies mentioned: TGT, ABNB, BAM, BRK.A, COST, CRWD, NET, OKTA, PG, UPST, WBA, WMT

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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53. I Don't Know How To Invest Anymore

Sat, 20 May 2023 10:00:39 -0000

The past three years have been like a whipsaw for a lot of investors. After the bizarre – incredible – runup in stocks during the Coronavirus pandemic, the past 18 months have been hard. And with interest rates now high enough to make bonds a legitimate option for returns, many people find themselves in an investing environment they have never seen before.

Count Jeff in that number. In this episode, Jeff and Jason talk through all of the changes, and why it has Jeff – and likely many other new investors – questioning whether they know how to invest anymore.

In the second part of the show, we play "Jason did a thing," or as Jeff describes it, a future opportunity to discuss one of Jason's investing mistakes.

Companies mentioned: BOA, FLGT, FRC, LOB, MTB, PNC, SIVB, TFC, ZM

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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52. John Rotonti: Buffett, Berkshire, and Value Investing in the Modern Age

Sat, 13 May 2023 10:00:59 -0000

John Rotonti is a value investor and the former head of analyst training for The Motley Fool. He's spent the past several years studying Warren Buffett, trying to better understand and decode the legendary investor's success and process. He's also been a successful investor in his own right, with an approach built around a disciplined accumulation of dominant, asset-heavy companies with industry-leading positions, resilient, profitable businesses, and room for continued growth.

Fresh off their trip to Omaha, Jason and Jeff spoke with John about Buffet and Berkshire, his process, and how he thinks about investing in the new environment.

Buffett's Alpha (referenced by John): https://www.tandfonline.com/doi/full/10.2469/faj.v74.n4.3

Find John on Twitter: https://twitter.com/JRogrow

Companies mentioned: APD, BOA, BRK.A, BRK.B, EQNR, LIN, TFC

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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51. Does Warren Buffett Even Matter?

Sat, 06 May 2023 10:00:52 -0000

Did you know that Berkshire Hathaway stock has outperformed the market since the market peak before the coronavirus pandemic? That alone makes the title of this episode a touch rhetorical, we realize, but there is a broader point about how relevant Buffett's investing style and decades of pithy advice are anymore. Ahead of the upcoming Berkshire Hathaway annual meeting, which Jeff and Jason will be attending, they discuss Buffett and Berkshire, including how the public has viewed Buffett in the past, versus how Berkshire's stock has actually performed.

In the second part of the show, we give an update on the 2023 Smattering Portfolio Contest, discuss Jason's latest stupid investment, and share some lessons we can all learn.

Companies mentioned: AAPL, AMZN, ATVI, BOA, BRK.A, FRC, HD, HOG, JPM, LMND, LOB, LOW, MSFT, ODFL, SNOW

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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49. Are Your Goals the Same As Your Incentives?

Sat, 22 Apr 2023 10:00:43 -0000

When it comes to understanding human behavior, Jason has learned the value of understanding incentives. Employees and managers almost always act based on how they're compensated, even if it's not aligned perfectly with the best interests of a company or its owners. Yet, we as investors seem to make the mistake of not having our personal incentives aligned with our long-term financial goals. In this episode, Jason and Jeff discuss this complex topic and offer some examples of incentives versus goals to help you strengthen your own investing toolbox.

Companies mentioned: TSLA

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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48. Lou Whiteman: Being a Skeptical Optimist

Sat, 15 Apr 2023 10:00:03 -0000

After almost three decades working in and around the financial services industry, Lou Whiteman has learned to become skeptical of many investment ideas and trends. Jeff and Jason spoke with Lou recently, discussing his experiences in finance and as an individual investor, and how he's developed the investing superpower of being a skeptical optimist. As Lou puts it, "skeptical in the short term, but optimistic in the long term."

Lou is a regular contributor to The Motley Fool, and recently launched Fits and Starts, where he shares his personal observations on investing, finance, Bono, and life.

Companies mentioned: BA, GD, HII, LDOS, LMT, LHX, NOC, RTX, TDG

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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47. Smattering Portfolio Q1 Review

Sat, 08 Apr 2023 10:00:46 -0000

(If you're not familiar with The Smattering 2023 Portfolio Contest, check out episode 32)

Three months into 2023, and it's clear that you, our listeners, are the best stock pickers. Or that's what the early results of The Smattering 2023 Portfolio Contest show! In this Episode, Jeff and Jason discuss their early takes on the stocks they picked, lessons learned so far this year, and where their convictions lie going forward.

In the second part of the show, Jeff asks the question, Did Jason Just Buy a Penny Stock? Maybe. Sorta.

Companies mentioned: AMC, AMZN, ATY, BIP, BOC, BLNK, CRWD, DDOG, LMND, MELI, META, OM, TREX, TSLA, SPG, TSM, TTD

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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46. Brett and Ryan from Chit Chat Money

Sat, 01 Apr 2023 10:00:27 -0000

If you're looking for a podcast with deep individual stock research, Chit Chat Money is one of the best. Brett Schafer and Ryan Henderson recently joined us on The Smattering to talk about their journey from co-kickers on their college football team, to co-hosts of a popular podcast, their investments, and how Chit Chat Money and their investing styles have evolved. Most importantly, we get some of their favorite stock ideas, and learn who was the better college football kicker.

Chit Chat Money on Spotify: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r

Substack: https://chitchatmoney.substack.com/

Ryan on Twitter: https://twitter.com/CCM_Ryan

Brett on Twitter: https://twitter.com/CCM_Brett

Companies mentioned: AAPL, ABNB, AMZN, ATVI, BKNG, BMBL, COST, CPNG, GRND, HD, HSY, LOV, META, MTCH, NNI, PM, SFM, SHOP, SPOT, SQ

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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45. Running Toward Fires

Sat, 25 Mar 2023 10:00:19 -0000

The U.S. is going through its first banking crisis – or potential crisis – in almost 15 years. And like prior panics, crises, and downturns, it seemingly came out of nowhere, with Silicon Valley Bank erupting in fire overnight, and the fire spreading to Signature Bank and threatening to send the whole neighborhood (or at least a notable cul-de-sac – of regional banks up in flames. We've seen this play out before. A crisis happens. Stocks crash. Investors either make or lose money, depending on whether they run toward the fire, or run away.

In this episode, Jeff and Jason describe their experiences during prior times of market panic, and how these can be both opportunities to profit, and potential threats to your wealth. It all depends on a few key factors.

In the second part of the show, Jason and Jeff introduce a new segment: I Did a Thing! This week, Jason drops a surprise stock sale he made on Jeff, and they talk about what changed.

Companies mentioned: SIVB, SBNY, LOB, SCHW, SOFI, NTB, CPF, AX, FRC, COIN

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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44. What's Jacob Goldstein's Problem?

Sat, 18 Mar 2023 11:14:47 -0000

Jacob Goldstein knows a lot about money. He wrote Jason's favorite book (apologies to Morgan Housel) about it, called "Money, the True Story of a Made-Up Thing". Jacob also hosts "What's Your Problem," the podcast where he talks to really smart people about problems they're trying to solve.

This week, Jeff and Jason sat down with Jacob to talk about the failures of Silicon Valley Bank and Signature Bank, and how they compare with past bank crises. They also discuss Jacob's podcast, the problems he's solved and is trying to solve, and what it's like making such a big career change after more than a decade co-hosting NPR's Planet Money podcast.

Companies discussed: SIVB, SBNY

Find Jacob on Twitter: https://twitter.com/jacobgoldstein

Jacob's podcast: https://www.pushkin.fm/podcasts/whats-your-problem

Jacob's book on money: https://www.amazon.com/Money-True-Story-Made-Up-Thing/dp/1549107089

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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43. March Mailbag

Sat, 11 Mar 2023 11:00:37 -0000

Time for another mailbag! We answer a handful of great questions from listeners, including concerns about a dividend trap, set-it-and-forget-it investments in renewable energy, our favorite boring stocks, selling stocks on fundamentals, and more. Have questions you want us to answer on a future mailbag? Contact us via the ways below.

In the second part of the show, Jeff and Jason also share the results of The Smattering Portfolio contest, two months into the year (link below for more info on this). Have a charity you'd like us to consider for the contest? Email or DM your pitch to us!

Companies discussed: AY, BEP, CWEN/CWEN.A, EVA, HASI,NEE, NEP, ODFL, WSO

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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42. Investing is Funny: Comedian Mitch Fatel

Sat, 04 Mar 2023 11:00:19 -0000

What does our own Jeff Santoro have in common with comedian Mitch Fatel? Despite Jeff's insistence, it's not being funny. Like Jeff (and many of you), Mitch began his investing journey during the Coronavirus pandemic, and now counts picking stocks and learning about the companies he owns as one of his favorite pursuits. Jason and Jeff recently had a wide-ranging conversation with Mitch about his investing story, his many decades in comedy, and how the two overlap with one another.

Companies discussed: AAPL, AIG, BNGO, DDOG, DMTK, GOOG, NVDA, PGNY, PYPL, SHOP, TMDX, ZM

Connect with Mitch on Twitter: https://twitter.com/mitchfatel

Check out Mitch’s Website: https://www.mitchfatel.com/

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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41. Semiconductors with Nick Rossolillo

Sat, 25 Feb 2023 11:00:39 -0000

Semiconductors are an interesting part of the investing universe so we dedicated an entire episode to them. Listen to an interview Jason did with Nick Rossolillo, one of our favorite investors who knows a lot about the semi space. Then, Jason explains the semiconductor industry to Jeff like he’s 5 years old.

Companies discussed: AAPL, AMD, ASML, INTC, NVDA, SSNLF, TSM, TXN

Connect with Nick on Twitter: https://twitter.com/nrossolillo

Check out Nick’s YouTube channel: https://www.youtube.com/@chipstockinvestor

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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40. Stocks We Hate That We Love

Sat, 18 Feb 2023 11:00:23 -0000

Everyone loves a great story. The problem is that great stories don't always make for great investments. Jeff and Jason share their stories of seven stocks they love, but that they hate that they love. It's a story as old as time: The portfolio gets what the heart wants.

In the second part of the show, Jeff and Jason play Change my mind, the game where they each bring a stock, and the other person has to talk them out of either buying or selling it.

Companies discussed: COIN, FLGT, LMND, MKC, NTB, TELL, UPST, ZM

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

Learn more about your ad choices. Visit megaphone.fm/adchoices

39. Maxfield on Banks and January Portfolio Update

Sat, 11 Feb 2023 11:00:40 -0000

John Maxfield may be the most under-the-radar expert on banks in America, an industry Jason thinks investors are missing out on if they don't understand. In this episode, Jeff and Jason have a wide-ranging conversation with John about banks as businesses, investments, and what you need to know to get started making the most of your new-found bank knowledge – including where you can find that knowledge.

Companies discussed: AMC, AMZN, BLNK, BOC, BIP, CRWD, DDOG, LMND, MELI, META, OM, SPG, TREX, TSLA, TSM, TTD

Connect with John on Twitter

John's top 3 information sources on banks:

https://fraser.stlouisfed.org/

https://banks.data.fdic.gov/bankfind-suite/

https://www.sec.gov/edgar/searchedgar/companysearch

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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38. How Many Stocks Should You Own?

Sat, 04 Feb 2023 11:00:12 -0000

How many stocks should you own? Like many of the hard investing questions, there are a lot of right answers. And the number that's right for one person may be completely wrong for someone else. There's also a good chance the number that's right for you today could change over time. In this episode, Jeff and Jason talk through this challenging topic, share their own experiences and offer some ideas for how you can find your own right answer.

Companies discussed: AAPL, CRWD, CSCO, DIS, GE, LMND, MELI, NFLX, TREX, TTD, TXN, UPST, ZM

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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37. January Mailbag

Sat, 28 Jan 2023 11:00:36 -0000

Mailbag! This week, Jeff and Jason answer questions about valuing companies who've gone through major changes in their business, a group of renewable energy stocks, the chances some really beaten-down stocks can recover, stock-based compensation, and some interesting data about stock returns.

After the ad break, we play "tell me I'm wrong," and now Jason is going to blow up his portfolio. Stay tuned for more on that…

Companies discussed: COIN, DHI, DMTK, FLGT, MRNA, RDFN, TWLO, UPST

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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36. What Are You Retiring To?

Sat, 21 Jan 2023 11:00:44 -0000

Many people look forward to retiring, often with dreams – or even plans – of days filled with leisure. But the reality is, after years of working or running a business, people need something to fill their time, replace the lost companionship, and provide a sense of fulfillment. And for people planning to retire early, often you need to bridge the lost income and benefits not available until full retirement age.

Brian Withers understands these things deeply, having walked away from a high-paying corporate job in his early 50s. In this episode, Jason and Jeff talk with Brian about his experiences making an early retirement possible, how he manages his investments, and maybe most importantly, how he figured out what he was retiring to when he left the corporate world.

Looking to connect with Brian? Check out https://brianwithers.com/ and follow him on Twitter @StocksWithBrian.

Companies discussed: MELI, NFLX, LMND, HD, HUBS

We would love feedback on the show. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

Find the 2023 Smattering Portfolio here:

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35. 5 Stocks for 10 Years

Sat, 14 Jan 2023 11:00:29 -0000

Five stocks. 10 Years. That's all you can own. Jeff and Jason go through this thought exercise and learn that there's a lot more to it than just the stocks they came up with. In this episode, they discuss the things they focused on, the characteristics they prioritized in the companies they chose, and most importantly, what they learned about themselves as investors as a result. Can this framework help you invest better? Another tool for your investing toolbox.

Companies discussed: BN, BOC, CRWD, DLR, ETSY, HD, LOW, MELI, OM, TREX, TSM, TTD, ZM

We would love feedback on the show, and your five stocks for 10 years. Share with us at:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

Find the 2023 Smattering Portfolio here:

https://tinyurl.com/Smatterfolio

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34. Investing Resolutions You Can Stick To

Sat, 07 Jan 2023 11:00:02 -0000

People do two things every year: Make resolutions, and then promptly fail to achieve them. When it comes to financial resolutions, it's usually because they are too vague and not actionable, and people don't really plan for success. In this episode, Jason is joined by financial planner and investor Matthew Frankel, CFP®, to discuss why people fail at resolutions, and what they can do to move from resolution to productive and successful plans.

If you're looking to learn more from Matt, you can find him on twitter at @MattFrankelCFP and on YouTube at youtube.com/MattFrankelCFP.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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33. Thank God That's Over: 2022 Review

Sat, 31 Dec 2022 11:00:01 -0000

It’s been a year, people. In the last episode of the year, Jason and Jeff talk about the biggest stories of 2022 and what they mean for investors in 2023.

Companies mentioned: AMZN, BIP, LCID, NEE, OXY, SBUX, TGT, TSLA, WMT

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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32. Smattering Portfolio 2023 Reveal

Sat, 24 Dec 2022 11:22:00 -0000

Time to draft our stocks for the 2023 Smattering Portfolio! In this episode, Jeff and Jason discuss the stocks viewers picked for the listener portfolio, draft their own stocks for the competition, and pick three more stocks together that will go towards the viewer-nominated charity. If you're looking for more insight into some of the stocks Jason and Jeff like, this episode will be right up your alley. For more on the 2023 Smattering Portfolio, listen to last week's episode for more details.

See the portfolio HERE.

Companies mentioned: AMZN, AMC, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, OM, SPG, TREX, TSLA, TSM, TTD

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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31. Reckless Predictions for 2023

Sat, 17 Dec 2022 11:00:06 -0000

Let's get Reckless! Jeff and Jason are joined by three guests to talk about the coming year, and make a wide range of predictions about stocks and the markets broadly. Wondering what Zoom will do with all its cash next year? Whether Bitcoin will outperform bonds? What will Salesforce's Marc Benioff try to buy? We try to answer some of those – and a lot more – with the help of Tyler Crowe, Travis Hoium, and Deidre Woollard

Companies mentioned: ABNB, AMZN, ASAN, BOC, COLD, CRM, CRWD, CVNA, KSS, LTCH, OM, PLD, RDFN, TPIC, ZM and more.

Where to find our guests on Twitter:

Tyler Crowe: @Tyler_M_Crowe

Travis Hoium: @TravisHoium

Deidre Wollard: @Deidre

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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30. December Mailbag and Introducing the 2023 Smattering Portfolio Contest!

Sat, 10 Dec 2022 11:00:07 -0000

December mailbag! In this episode, Jason and Jeff answer listener questions about companies the market has right and wrong, how Jeff decides what to buy each week, valuation metrics, and more.

Then, Jason and Jeff reveal the Smattering 2023 Portfolio, a fun stock-picking competition that will benefit multiple charities and include stock picks from listeners!

Companies mentioned: ABNB, ASAN, BOC, LTCH, OM, RDFN, TPIC, ZM

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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29. Tyler Crowe: Investing For Humans

Sat, 03 Dec 2022 11:00:02 -0000

Between financial media built to attract and retain audiences often using sensationalist headlines and hype, and a financial services industry built for the uber-wealthy, it can feel inaccessible for individuals. In this episode, Jeff and Jason have a conversation with engineer-turned investor and analyst, Tyler Crowe, about cutting through the noise and focusing on your goals to build wealth. As Tyler describes it, investing for humans.

You can find Tyler on Twitter at @Tyler_M_Crowe

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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28. What Emotions Make You a Better - or Worse - Investor?

Sat, 26 Nov 2022 11:00:11 -0000

Investing is driven by emotions and understanding your own emotions is a the heart of your own success. In this episode, Jason and Jeff dive into this important topic and talk through their own emotions, how they impact their decisions, and what they do to combat -- and leverage their emotions to be better investors.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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27. Is it Time to Sell Stocks?

Sat, 19 Nov 2022 11:00:25 -0000

Deciding when to sell a stock is an important decision. Building on episode 4 of the "How We Invest" series, Jason and Jeff discuss reasons to sell, including some recent stock sales of they made. We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow

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26. Mistakes Were Made

Sat, 12 Nov 2022 11:00:40 -0000

Even the best investors make mistakes. In this episode, Jason and Jeff discuss their biggest investing and personal finance mistakes and what they learned from them.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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25. Jim Gillies: Tales From a Cash-Flow Investor, Part 2

Sat, 05 Nov 2022 10:00:24 -0000

In part 2 of our conversation with Jim Gillies, Jason and Jeff discuss options trades and strategies, and how Jim thinks options can be best used for most investors. Jim also shares his best and worst stock picks, why he’s actually a Southerner at heart despite being born and raised Canadian and shares his 30 favorite bands.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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24. Jim Gillies: Tales From a Cash-Flow Investor, Part 1

Sat, 05 Nov 2022 10:00:14 -0000

In part 1 of this conversation with Jim Gillies, an engineer-turned-investor who has spent the past 17 years picking stocks and options trades for The Motley Fool, Jeff and Jason discuss his professional training, how he thinks about investing, and the framework that’s made him one of the best. If you want to be a better investor across any market environment, give this episode a listen.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content:

https://www.youtube.com/@TheSmatteringShow

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23: What's the Hardest Part of Investing?

Sat, 29 Oct 2022 10:00:23 -0000

We asked, and you answered. In this episode, Jason and Jeff discuss what listeners told them is the hardest part of investing. The short answer? Everything.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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22: What is Risk?

Wed, 19 Oct 2022 10:00:02 -0000

In this episode, Jason and Jeff discuss what risk is, what it isn’t, and how to think about it in your investing and personal finance.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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21. Mailbag: Three Listener Questions

Wed, 12 Oct 2022 10:00:28 -0000

In the October mailbag, Jason and Jeff answer listener questions about when to be a contrarian, if it's ever too late to start investing, and how stock buybacks work.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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20. How to Get Through a Down Market

Sat, 08 Oct 2022 10:00:56 -0000

Let's face it, the market's been bad. In this episode, Jason and Jeff discuss their mindset in down markets and how they use their investing frameworks to weather the storm.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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19. Stock Ideas: What You Need to Know About QuantumScape Stock

Wed, 05 Oct 2022 14:22:26 -0000

QuantumScape is a startup that's developing next-gen battery technology that could be a huge game-changer for electric vehicles. The catch? They have to prove they can do it at scale, and at cost. Jason and Jeff talk about the obstacles, and how investors should think about investing in a company like QuantumScape at this stage.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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18. How We Invest, Part 4

Sat, 01 Oct 2022 12:17:18 -0000

In the final episode of the How We Invest series, Jason and Jeff discuss the reasons, frameworks, and processes they use to inform their decisions to sell a stock.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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17. Stock Ideas: Two Stocks We'd Buy and Two We'd Avoid

Wed, 28 Sep 2022 10:00:21 -0000

A lot of great stocks are beaten down and attractive investments now. But not all beaten-down stocks are worth buying. In this episode, Jeff and Jason each share a stock they would buy now, and a stock they wouldn’t buy with each other’s money.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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16. How We Invest, Part 3

Sat, 24 Sep 2022 10:00:48 -0000

In the third episode of this "How We Invest" series, Jason and Jeff discuss how they track their investments and talk about the importance of being patient during earnings season.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com
Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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15. Stock Ideas: Does Upstart Need a Recession to Prove Itself?

Wed, 21 Sep 2022 10:00:20 -0000

Upstart (UPST) has had a very up-and-down existence as a public company. The good news is it could still be a massive winner for patient investors. In this episode, Jason and Jeff discuss the big questions the company still has to answer.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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14. How We Invest, Part 2

Sat, 17 Sep 2022 10:00:56 -0000

In episode 2 of this 4-part "How We Invest" series, Jason and Jeff each explain their process for buying stocks and discuss what every investor should consider before making a purchase.

We would love feedback on the show:

Email: thesmatteringshow@gmail.com

Twitter: @smatteringshow

Check out our YouTube channel for more content: https://www.youtube.com/channel/UCbM5n0xiN64xJlUqJcQB2Eg

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13. Stock Ideas: What Shopify Has to Do to Become a Big Winner Again

Wed, 14 Sep 2022 10:00:52 -0000

Shopify has been an enormous success, and a great investment for long-term holders. Over the past year, it's been brutal. What's next? Jason and Jeff discuss how the company's hardest work may be ahead of it, and how it has a lot to prove to investors.

To watch the video version of this episode, check out our YouTube channel: https://youtu.be/5uLm9Ic396g

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12. How We Invest, Part 1

Sat, 10 Sep 2022 22:45:15 -0000

In episode 1 of this 4-part "How We Invest" series, Jason and Jeff talk about where to find investment ideas to begin the process of deciding what to buy.

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11. Stock Ideas: The Real Estate Trend That’s a Sleeping Giant

Thu, 08 Sep 2022 15:16:43 -0000

America is getting older. In this episode, Jason and Jeff discuss CareTrust, a Real Estate Investment Trust (REIT) that’s poised to benefit from the aging population.

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10. Origin Stories

Mon, 05 Sep 2022 00:02:55 -0000

In this episode, Jason and Jeff tell the stories of what made them the investors they are today.

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9. Mailbag: Should I Buy I Bonds? How Do I Build a Stock Position?

Tue, 30 Aug 2022 13:25:13 -0000

In this episode, Jason and Jeff discuss some listener questions about I Bonds and position sizing in a stock portfolio.

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8. What is Jason's Worst Stock Investment?

Sun, 28 Aug 2022 12:26:56 -0000

Peloton (PTON) has been a terrible investment so far, and one of Jason's worst stocks ever. But there's another one that proved even worse than Peloton. In this episode Jason and Jeff discuss Jason's two worst investments, and share some lessons that can help you avoid making similar mistakes.

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7. Will There Be Another Market Crash This Year?

Fri, 26 Aug 2022 20:40:40 -0000

Jason and Jeff discuss the possibility of another market crash in 2022, and what investors can do to prepare both their portfolios and their mindset for the next market downturn.

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6: Why is MercadoLibre Jason's Biggest Stock Holding?

Tue, 23 Aug 2022 20:58:20 -0000

More than 20 years after its founding, MercadoLibre is still one of the best growth stocks to own. In this episode, Jeff and Jason discuss its position, how it's already been a big winner for Jason, and why he's continued to buy shares even after earnings more than 12X returns on his initial investment.

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4. Mailbag: Listener Questions

Sat, 13 Aug 2022 17:53:54 -0000

In this episode, Jason and Jeff answer two listener questions about building a dividend-focused portfolio, as well as stocks you can set and forget.

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3. What Do Rising Interest Rates Mean for Stocks?

Tue, 09 Aug 2022 22:06:57 -0000

Jason and Jeff discuss the rising interest rate environment and what it means for stocks and the return investors can expect.

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2. What is Your Enough?

Fri, 05 Aug 2022 17:36:05 -0000

How much do you need to retire? How much is your "enough"? Jason and Jeff tackle this question as well as discuss recent economic events in order to determine if they're news or noise.

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