This is The Investing Unscripted Podcast, where we ask the questions that matter to investors. If you have feedback for the show, you can email [email protected] or follow the show on Twitter: @InvestingPod Subscribe to our newsletter: https://investingunscripted.beehiiv.com/subscribe
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142. Chris Hill, Unplugged and Unscripted
46:28
46:28
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46:28In this episode, Jeff and Jason welcome Chris Hill, renowned podcaster and former Motley Fool Money host, to the show. Chris discusses his new podcast venture, 'Money Unplugged,' which dives into individuals' emotional relationships with money. They explore the importance of understanding one's own risk tolerance and the nuances of financial media …
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Misfit Monthly 1: The Big Lessons From 100 Misfit Stocks
47:42
47:42
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47:42Welcome 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 …
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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…
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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…
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In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI…
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139. Investing Myths and Learning the Wrong Lessons
56:07
56:07
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56:07In this episode, Jason and Jeff delve into common investing myths and the wrong lessons investors often learn. They explore topics like the misconception of 'house money,' the pitfalls of selling based on short reports, and why avoiding risky stocks entirely can be a mistake. They also discuss the dangers of averaging down without rationale and emp…
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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 Sha…
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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 …
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136. Options Investing with Jeff Fischer
1:07:55
1:07:55
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1:07:55In this episode, Jason and Jeff are joined by investing expert Jeff Fisher. They dive into the world of options trading, discussing beginner strategies such as covered calls and selling puts, as well as more advanced techniques like synthetic longs. The conversation covers the importance of starting with a solid equity foundation, managing risk, an…
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It’s our first First Fridays livestream of 2025. Join us live on YouTube on the first Friday of every month, except when it’s the second Friday. Or maybe the third Friday? 01:12 Live Stream Kickoff and Introductions 02:21 2024 Portfolio Contest Overview 08:07 2024 Contest Winners Announcement 14:23 Reflections on 2024 and Lessons Learned 25:35 Tesl…
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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 h…
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Replay: 84. Reckless Predictions for 2024
1:10:16
1:10:16
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1:10:16Want to hear how wrong we were? Enjoy last year's reckless predictions show. ********************************************************** 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 pre…
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134. John Rotonti’s Search for Quality and Value
1:06:00
1:06:00
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1:06:00In 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 abo…
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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 W…
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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! ***************************************************** Email: [email protected]…
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In this episode, Jason and Jeff reflect on their 2024 market predictions, analyzing what they got right and where they went wrong. While reviewing 2024 predictions by guests Simon Erickson from 7Investing and Ryan and Brett from Chit Chat Stocks, they dive into their bold forecasts for Amazon, Cybertruck, home prices, and the Mag 7 stocks. They als…
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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 po…
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In this episode Jason and Jeff discuss strategies for navigating a historic bull market. They explore the impact of Federal Reserve rate cuts on yields and the opportunities available with bond accounts. The discussion then shifts to the importance of using frameworks for better decision-making, the concept of rebalancing portfolios, and the nuance…
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In this mailbag episode, Jason and Jeff address listener questions about choosing when to hold or sell underperforming stocks, optimizing time for investment research, and balancing risk in a diversified portfolio. The show also dives into the impact of potential tariff changes and Federal Reserve rate pauses on REITs. And then there is an importan…
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In this episode of Investing Unscripted, Jason and Jeff welcome Joel from the How to Money podcast. They discuss the journey to financial wisdom, the influence of early experiences on Joel’s money mindset, and the importance of finding a balance between enjoying life and saving for the future. Joel shares insights on starting early with investing, …
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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, …
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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 …
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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, …
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It’s the October mailbag! This month, Jason and Jeff answer questions about the importance of maintaining cash reserves, insights on investing in individual stocks through 401k plans, strategies for valuing high-growth companies, the role of ethical considerations in investment decisions, and more. Do you have a question for the mailbag? Send it to…
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125. Stock Research: How Much is Too Much?
57:11
57:11
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57:11In 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. Com…
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124. Evolving As An Investor (AAPL, NVDA, PYPL)
58:38
58:38
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58:38In 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 t…
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First Fridays 12: October 2024 (ASML, TSLA, TSM)
1:05:59
1:05:59
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1:05:59On the October Livestream, Jason and Jeff take listener questions, discuss Tesla's recent Cybercab prototype reveal, preview the upcoming earnings season, and review the 2024 Portfolio Contest results for Q3. Companies mentioned: AMZN, ASML, BOC, CFLT, CRWD, LOB, NVDA, OM, PYPL, SOFI, TSLA, TSM, TXN ***************************************** Subscri…
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123. Strangers, Sushi, and Stock Ideas (AAPL, COST, UPS)
54:20
54:20
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54:20In this episode of Investing Unscripted, Jason and Jeff delve into the nuances of stock investing, discussing the merits of exploring numerous investment ideas versus deeply analyzing a select few. They emphasize the importance of leveraging personal expertise and networks to discover stock opportunities, while also cautioning against the pitfalls …
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122. How We Invest 2024: Portfolio Checkup
56:28
56:28
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56:28In this episode of Investing Unscripted, Jason and Jeff discuss their current portfolio allocations, the transition towards fixed-income investments, and the behavioral aspects of investing. They reflect on their financial goals, and strategies for selling stocks, and provide insights into their top and bottom holdings. The conversation emphasizes …
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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…
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120. The Quest for Investing Mastery (AMZN, NVDA, TSM)
53:40
53:40
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53:40In this conversation, Jason and Jeff are joined by Asit Sharma, an analyst at The Motley Fool. They discuss their approaches to investing and how they stay knowledgeable about different industries. Asit shares his method of becoming an expert in a specific industry by understanding the most complex aspects and working backward from there. Companies…
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Often, when we think about the parts of investing, we think about the years we are growing wealth, and the years we are spending it. But there's an in-between period when long-term goals turn volatility into risk and can see a few bad months derail decades of careful planning and success. In this week's show, Jason explains to Jeff how he's making …
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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 ***************************************** Subscr…
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118. Investing Unscripted, Unscripted (CRM, NEE, NVDA)
58:10
58:10
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58:10In this episode of Investing Unscripted, Jason Hall and Jeff Santoro have an “unscripted” conversation and discuss the market's reaction to interest rates, the performance of dividend stocks, the impact of interest rate cuts, the relationship between dividend stocks and growth stocks, and more. Companies mentioned: CRM, CSU, DFH, DHI, LEN, MTH, NEE…
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117. August 2024 Mailbag (AMZN, COIN, CRWD, MELI)
49:52
49:52
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49:52In this conversation, Jason Hall and Jeff Santoro discuss various investing topics and answer listener questions. They cover book recommendations for new investors, the strategy of doubling up on companies from similar sectors, and their thoughts on stocks that will outperform the market over the next 20 years. They also discuss the importance of u…
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116. Investing Near Retirement (NVDA, SBUX, CRWD, NFLX)
1:02:34
1:02:34
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1:02:34We 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,…
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115. Building a Crash-Resistant Portfolio (COST, MELI, CFLT)
1:00:06
1:00:06
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1:00:06Market 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 diff…
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First Fridays 10. August 2024 (HSY, LMND, MELI)
1:05:02
1:05:02
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1:05:02In our August First (Second) Friday Livestream we take live questions, discuss earnings, review the July portfolio contest results, and speculate on why Warren Buffett is hoarding cash. Companies mentioned: ALVOF, BIPC, BTI, EQNR, FSLR, HSY, LMND, LOB, MELI, MO, NVDA, TTD, UPST ***************************************** Subscribe to our portfolio on…
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114. Getting It Wrong (and Still Making Money) (AMZN, NVDA, AVGO)
1:02:49
1:02:49
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1:02:49Being 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 …
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Stocks are down and people are worried, so Jason and Jeff are talking about it. Plus, a short reflection on the two-year anniversary of the podcast ***************************************** Rough Cut theme by Tom McGovern: https://www.tommcgovern.com/ ***************************************** We would love feedback on the show. Share with us at: Em…
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In this month’s mailbag, Jason and Jeff answer questions about CrowdStrike, Brookfield, and when to add (or not add) to a stock that’s struggling. Have a question for our next mailbag? Send it to us anytime! Companies mentioned: ALLY, BEP, BEPC, CRWD, HASI, META, NFLX, ODFL, SOFI ***************************************** Subscribe to our portfolio …
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Rough Cut 11: We Need to Talk About CrowdStrike
18:54
18:54
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18:54CrowdStrike had a bad week and Jason and Jeff have some luke-warm takes. ***************************************** Rough Cut theme by Tom McGovern: https://www.tommcgovern.com/ ***************************************** We would love feedback on the show. Share with us at: Email: [email protected] Twitter: @investingpod Check out our You…
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112. Let’s Talk About Dividend Stocks
1:00:29
1:00:29
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1:00:29What are dividend stocks? Who are they for? Should you own them? How many should you own? How important is yield? In this week's show, we answer all those questions and even more about dividend stocks! Companies mentioned: AAPL, DIS, EPR, KO, MA, META, O, RHP ***************************************** Subscribe to our portfolio on Savvy Trader at: h…
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Why do you invest? In this week's show, we explore both the reasons people put in the time and money to create more wealth and how we can find the balance in our investing efforts to get the best returns while also keeping our long-term and short-term goals in front of us. We also review the results of the 2024 Investing Unscripted Portfolio Contes…
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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…
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110. When Stocks Make a Comeback with Jason Moser
1:01:54
1:01:54
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1:01:54Everyone 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 o…
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Replay: 3 Things to Know Before Buying Your First (or Next) Stock
54:49
54:49
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54:49Enjoy 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 ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/in…
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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,…
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Jeff recently went on vacation, and read Poor Charlie's Almanac. On this week's show, he shares with Jason the three things Charlie says every investor should do. We also discuss how difficult it can be to ignore and avoid the noise (such as Nvidia's recent stock split) and focus on what really matters. Jeff and Jason also talk about one of the har…
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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 ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1…
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