Investing Unscripted (Jason Hall and Jeff Santoro)
Explore every episode of Investing Unscripted
| Pub. Date | Title | Duration | |
|---|---|---|---|
| 21 Feb 2024 | 92. Narrative Versus Numbers In Investing | 00:56:15 | |
Everyone loves a good story. Investors are no different in this regard. Sadly, the great story isn't always the great investment, and it can be hard sometimes to tell when the narrative has begun to drift away from the underlying business results. In this week's episode, Jeff and Jason discuss this, along with other topics related to the differences in the art and the craft of investing. In the second part of the show, we talk about one of Jason's favorite people, Jeff's dad. More specifically, the five stocks that Jeff's dad made Jeff buy, in a little portfolio we call Nick's Picks. Companies mentioned: AMZN, APRN, NFLX, PTON, SFIX, TGT, WBA, ZM ***************************************** 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 | |||
| 09 Oct 2024 | 123. Strangers, Sushi, and Stock Ideas (AAPL, COST, UPS) | 00:54:20 | |
In 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 of relying solely on stock screeners. The conversation highlights the significance of due diligence in evaluating stock ideas and the need for a structured approach to building a portfolio. The episode concludes with a memorable metaphor comparing stock tips to sushi, underscoring the importance of trust in investment advice. Companies mentioned: AAPL, COST, RHP, UPS ***************************************** 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* 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 26 Aug 2023 | 67. Is Being A Lazy Stock Picker Better? | 01:00:41 | |
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 | |||
| 20 Sep 2023 | Rough Cut 3: Don't Be a Bag Holder | 00:12:33 | |
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 | |||
| 17 Dec 2022 | 31. Reckless Predictions for 2023 | 01:03:11 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 06 Aug 2024 | Rough Cut 12: When Stocks Go Down | 00:19:16 | |
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: Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 28 Sep 2022 | 17. Stock Ideas: Two Stocks We'd Buy and Two We'd Avoid | 00:10:54 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 30 Dec 2023 | 85. Investing Unscripted 2024 Portfolio Contest | 01:07:13 | |
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 | |||
| 20 Dec 2023 | Chit Chat Money - The State of the Luxury Industry With Sleepwell Capital and Leandro from Best Anchor Stocks | 01:48:42 | |
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! ***************************** 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/ Contact us: chitchatmoneypodcast@gmail.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. --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 07 Dec 2024 | First Fridays 14: December 2024 | 01:05:02 | |
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 ***************************************** 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/investingunscripted ****************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 06 Nov 2024 | 127. Making 1 Billion New Investors | 00:55:58 | |
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/ ***************************************** 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* 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. 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.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 25 Sep 2024 | 121. September 2024 Mailbag | 00:44:39 | |
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 ***************************************** 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* 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 28 Sep 2023 | Rough Cut 4: Housing Sucks And It's Your Fault | 00:11:25 | |
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 | |||
| 21 Oct 2023 | 75. Should Stock Investors Lower Their Expectations? | 01:03:12 | |
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 | |||
| 23 Mar 2024 | Rough Cut 10: Jason's Cash Mistake? | 00:10:24 | |
Jason increased the cash in his portfolio at an inopportune time. Jeff and Jason discuss this decision and what it means moving forward. ***************************************** 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 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 17 Sep 2022 | 14. How We Invest, Part 2 | 00:23:58 | |
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 | |||
| 17 Jul 2024 | 111. Living With the Results | 00:52:48 | |
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 Contest at the halfway point. ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 10 Jan 2024 | 86. When Should You Stop Investing? | 00:56:07 | |
2024 is here, and plenty of people are trying to jumpstart, re-start, or just plain start their investing journeys. We hope that Investing Unscripted can help you along your journey! In our usual anachronistic ways, this week's show is taking a very different approach, and we are answering the question, when should you stop investing? Specifically, when should you consider cutting back, or even completely stopping, investing new money, whether in your retirement accounts, taxable brokerage, kid's education accounts, or whatever? Jeff and Jason have a lot of fun with this wide-ranging topic, suggested to us by longtime listener and Friend of the Show, Colin. In the second part of this week's show, Jeff and Jason discuss how they each plan to invest in 2024, changes from how they put their money to work in 2023, and why. Companies mentioned: AAPL, DIS, MSFT, NFLX ***************************************** 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 *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 ***************************************** Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 25 Feb 2023 | 41. Semiconductors with Nick Rossolillo | 00:59:07 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 10 Sep 2022 | 12. How We Invest, Part 1 | 00:19:00 | |
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. --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 17 Jun 2023 | 57. What If You Die? | 00:58:31 | |
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 | |||
| 28 Jan 2023 | 37. January Mailbag | 00:41:03 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 27 Mar 2024 | 97. March 2024 Mailbag | 00:44:15 | |
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 ***************************************** 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. 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. *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 | |||
| 04 May 2024 | First Fridays 7: May 2024 | 01:02:59 | |
On this month’s live podcast, Jason and Jeff discuss recent earnings, interest rates, and their new Savvy Trader portfolio. Companies mentioned: ASML, ETSY, FTNT, KNSL, LMND, NET, PINS, SBUX ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 02 Sep 2023 | 68. The Magnificenter 7 | 01:05:46 | |
The "magnificent seven" stocks – the seven largest U.S. stocks by market cap – have had an incredible year. Even the worst-performing of the bunch (Microsoft) has gained 35% this year, more than double the ~15% returns of the S&P 500. Considering that these 7 companies make up more than one-quarter of the market cap of the S&P 500, it's no surprise it's been a good year for stocks. But Jeff and Jason think they can do even better. In this week's episode, they each pick alternatives to the "magnificent seven," in a little competition we are calling The Magnificenter Seven. We're even keeping score! Check out the link to the 2023 Smattering Portfolio Contest for more, and share your own picks. If you think you can do better, that is… Because Jason talks SO much, this is the only top of this week's show. Looking for the monthly update to the 2023 Smattering Portfolio Contest? Since we pre-recorded this episode and will be away at month-end, tune back in next week for a slightly late review of the contest. Companies mentioned: AAPL, ADBE, AMZN, ASML, CFLT, DOCN, ENPH, GOOG, GOOGL, META, MSFT, NVDA, PINS, ROKU, SBUX, SEDG, SPG, TSLA, TTD, 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 | |||
| 19 Nov 2022 | 27. Is it Time to Sell Stocks? | 00:37:06 | |
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
---
Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 29 Apr 2023 | 50. Running Away From Fires | 00:53:53 | |
In episode 45, Running Towards Fires, Jason and Jeff talked about finding opportunities to buy when the consensus was to sell. In this week's show, they discuss how so many investors are running the other way, paying a hefty premium for low-growth, "blue-chip" stocks that are likely to deliver underperforming returns going forward, looking for dividend stocks, and otherwise searching for safety in what Jason says is "the wrong way." Should you be buying growth stocks again? Holding cash and being patient? Jeff and Jason share their thoughts on this complicated topic. After the break, we answer three listener-submitted questions about foreign taxes, selling stocks at nosebleed valuations only to buy back when they're cheaper, and evaluating different companies based on valuation. Companies mentioned: AMZN, COST, CRWD, DDOG, HD, LOW, PG, WMT 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 | |||
| 15 Jun 2024 | First Fridays 8: June 2024 | 01:03:28 | |
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=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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 21 Aug 2024 | 116. Investing Near Retirement (NVDA, SBUX, CRWD, NFLX) | 01:02:34 | |
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 ***************************************** You can check out Long Term Mindset here: https://longtermmindset.co/ ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 23 Aug 2022 | 6: Why is MercadoLibre Jason's Biggest Stock Holding? | 00:07:45 | |
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. --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 01 Jul 2023 | 59. Fighting Chimps and Picking Stocks | 00:58:48 | |
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 | |||
| 08 May 2024 | 103. Imposter or Investor? | 01:01:05 | |
Warren Buffett once said, "Everyone has a plan until the stock market punches them in the mouth." Okay, Warren didn't say that, but the investing version of a Mike Tyson quote is still correct. Picking the best investments and having a plan is only part of investing success. And over time, we've come to learn that these things rarely account for the most important – and most flawed – part of investing: You. In this week's show, Jason and Jeff take a deeper look at the importance of goals and making the right investment decisions, and how critically important it is to build and maintain a framework that factors in your own psychology, and temperament, making it harder to make the easy mistakes, while also empowering you to make better decisions.
Companies mentioned: CRWD, ENPH, EPR, JNJ, NVDA, OM, SOFI, SWAV, TPIC, TSM, UPST
*****************************************
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.
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.
*****************************************
Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
https://tinyurl.com/Smatterfolio2023
---
Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 01 Apr 2023 | 46. Brett and Ryan from Chit Chat Money | 00:53:15 | |
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 | |||
| 05 Nov 2022 | 25. Jim Gillies: Tales From a Cash-Flow Investor, Part 2 | 00:28:08 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 19 Aug 2022 | 5. Where Did My Money Go? | 00:17:07 | |
That stock you paid $10 for just fell to $5. Where did the money go? Jason and Jeff answer this question and provide some resources for investors who want to learn more. --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 07 Dec 2023 | First Fridays 2: December 2023 | 00:57:33 | |
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 | |||
| 18 Mar 2023 | 44. What's Jacob Goldstein's Problem? | 01:01:25 | |
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 | |||
| 28 Feb 2024 | 93. February 2024 Mailbag | 00:43:29 | |
Do you have questions about investing? Is your name Seena? Well, Jeff and Jason have answers! In our February Mailbag, we answer your questions (and Seena’s) about topics including FOMO, stock splits, FOMO, parabolic stocks, and also the fear of missing out. We also discuss how hard it can be selling a winner you think will keep winning when a financial goal is fast approaching and you know selling is the right move. Companies mentioned: AAPL, AMZN, ENPH, GOOG, KNSL, ODFL, LMND, MSFT, NVDA, SHOP ***************************************** 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 | |||
| 08 Jul 2023 | 60. Smattering Portfolio Q2 Review | 01:04:12 | |
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 | |||
| 23 Dec 2023 | 84. Reckless Predictions for 2024 | 01:04:31 | |
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 Money 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 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 | |||
| 03 Apr 2024 | 98. Bestselling Author of The Warren Buffett Way: Robert Hagstrom | 00:59:12 | |
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 ****************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 21 Sep 2022 | 15. Stock Ideas: Does Upstart Need a Recession to Prove Itself? | 00:08:34 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 09 Aug 2022 | 3. What Do Rising Interest Rates Mean for Stocks? | 00:18:52 | |
Jason and Jeff discuss the rising interest rate environment and what it means for stocks and the return investors can expect. --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 28 Oct 2023 | 76. Stocks That Scare Us | 00:53:40 | |
Who's ready for an episode that further overuses a Halloween trope? You? Well, you're at the right podcast. This week, Jeff and Jason talk about stocks that scare them. Before you run away in – frustration? – hang on. Fear and greed, after all, are the emotions that underpin most of our investing decisions. Winning stock become too big a part of your portfolio and you're afraid holding will cost you wealth? Fear of missing out on the next big thing? Afraid of buying stocks because of interest rates, the economy, or your wife seeing the latest brokerage statement? We've got you covered. In the second part of the show, we talk about a financial asset that's worth trillions of dollars, but Jason and Jeff have never discussed on the show before: Gold. Companies mentioned: BEP, CELH, CFLT, DCBO, DDOG, DG, MTB, NEP, NVDA, OM, RHP, SPT, TELL 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 | |||
| 13 Mar 2024 | 95. Stocks in 2024: The Shortest Leash | 00:46:30 | |
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 ***************************************** 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. 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 https://public.com/#disclosures-main for more information. *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 | |||
| 14 Sep 2022 | 13. Stock Ideas: What Shopify Has to Do to Become a Big Winner Again | 00:08:37 | |
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 | |||
| 02 Nov 2024 | First Fridays 13: November 2024 | 01:05:34 | |
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 ***************************************** 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/investingunscripted ****************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 10 Jun 2023 | 56. Hitting Reset | 00:49:20 | |
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 | |||
| 24 Dec 2022 | 32. Smattering Portfolio 2023 Reveal | 01:09:49 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 19 Jun 2024 | 108. Munger vs. the Market | 00:51:56 | |
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 hardest – most important – skills investors need to master: avoiding errors that are completely of our own actions. Companies mentioned: AMD, MSFT, NVDA, OM, TPIC, TSLA ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 19 Aug 2023 | 66. August Mailbag | 00:57:32 | |
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 | |||
| 06 Apr 2024 | First Fridays 6: April 2024 | 01:03:00 | |
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/ ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 03 Feb 2024 | First Fridays 4: February 2024 | 00:59:50 | |
Jason and Jeff answer listener questions live, discuss recent earnings results, and talk about what companies they’re looking forward to hearing from in the coming weeks. Companies mentioned: ABNB, AMZN, AX, BIPC, BOC, BRK.A, BRK.B, DIS, META, OM, RDFN, SBUX, SHOP, SOFI, STEM, TREX, TXN ***************************************** 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 | |||
| 30 Aug 2022 | 9. Mailbag: Should I Buy I Bonds? How Do I Build a Stock Position? | 00:27:48 | |
In this episode, Jason and Jeff discuss some listener questions about I Bonds and position sizing in a stock portfolio.
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Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 03 Jun 2023 | 55. Nick Rossolillo: On Semiconductor Stocks, Investing, and More | 00:54:19 | |
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 | |||
| 04 Nov 2023 | 77. Investing For Kids With Robert Brokamp | 00:48:35 | |
Every parent wants to help their children have the opportunities for a better life than their own. And whether it's saving for their education, helping them learn to manage their own finance and invest, it can feel daunting. In this episode – the first of a two-part series – Jeff and Jason talk with Robert "Bro" Brokamp, CFP ® an expert on all things personal finance and money, longtime senior advisor at The Motley Fool, and the editor of the Rule Your Retirement newsletter. This week, Bro helps us understand all of the various financial tools available, breaks down when you should start saving and investing for your kids (hint: sooner than you think) as well as some important mistakes to avoid, like saving for a kid's education at the cost of your own retirement savings. In the second part of the show, Jason and Jeff share their reactions to their conversation with Bro, and their own experiences saving and investing for their own kids. Resources mentioned: https://www.savingforcollege.com/ Companies mentioned: HD, SBUX 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 | |||
| 22 May 2024 | 105. Semiconductors, AI, and the Future of Mankind | 00:59:18 | |
Investor interest in the semiconductor industry has exploded over the past couple of years. AI is only one of the factors behind it, and the future remains very bright. Jeff and Jason are joined by the creators of Chip Stock Investor, Nick and Kasey Rossolillo, who help us make some sense out of this incredibly complex and challenging industry that affects almost every aspect of our investing and real-world lives today, and increasingly so in the future Companies mentioned: AMAT, AMD, ASML, GOOG, GOOGL, INTC, MSFT, NVDA ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Check out Chip Stock Investor here: https://www.youtube.com/@chipstockinvestor ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 09 Sep 2023 | 69. What My Job Taught Me About Investing | 00:52:45 | |
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 | |||
| 29 May 2024 | 106. How to Be a Successful Stock Seller | 01:15:19 | |
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 ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 29 Oct 2022 | 23: What's the Hardest Part of Investing? | 00:39:34 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 12 Oct 2022 | 21. Mailbag: Three Listener Questions | 00:28:00 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 16 Dec 2023 | 83. December 2023 Mailbag | 00:51:07 | |
In our last mailbag of 2023, Jeff and Jason field a select few questions from you, our loyal listeners, including a discussion on moats (metaphorical ones that defend the profits of our favorite companies), when it's time to join the market if you can't beat it, and a timely look at end-of-year tax moves in your portfolio. In the second part of the show, we discuss how we are feeling about the market broadly after a nearly two-month screaming run higher. Jason asks Jeff, "What's your market vibes, bro?" Companies mentioned: ABNB, ASML, CELH, ETSY, GOOG, GOOGL, KO, LULU, MSFT, NVDA, NOW, PTON, SBUX, SFIX 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 | |||
| 02 Dec 2023 | 81. Stocks, Venture Capital, and Why it Matters to You | 01:00:00 | |
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 | |||
| 17 Jan 2024 | 87. Andrew and Dave from The Investing for Beginners Podcast | 00:40:08 | |
We like to think Investing Unscripted is one of the best podcasts to help people invest better. But there are a few others worth checking out. This week, Jeff and Jason are joined by Dave Ahern and Andrew Sather, the co-hosts of the podcast, Investing for Beginners – Your Path to Financial Freedom. We discuss their backgrounds, their beginnings as podcasters, the resources they use, and what they try to provide their listeners. They also share a few of their favorite guests (yours truly excluded though we have been guests on their show), favorite episodes, and more. Check out the transcript for links at investingunscripted.com! Check out the Investors for Beginners Podcast here: https://einvestingforbeginners.com/the-investing-for-beginners-podcast-episode-list/ Check out Andrew and Dave’s newsletter here: https://einvestingforbeginners.ck.page/831b34ec60 Companies mentioned: ADYEY, DPZ, GFF, NVO, PHM, PYPL, TGT, V ***************************************** 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 *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 ***************************************** Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 25 Mar 2023 | 45. Running Toward Fires | 00:47:38 | |
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 | |||
| 12 Aug 2023 | 65. Earnings Season Mindset | 00:59:49 | |
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
---
Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 03 Aug 2022 | 1. What is The Smattering? | 00:10:14 | |
This is The Smattering Podcast, where we ask the questions that matter to investors. --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 16 Aug 2023 | Rough Cut 1: There's Too Many Investing Products | 00:10:02 | |
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 | |||
| 25 Nov 2023 | 80. How Well Do You Know Your Stocks? | 00:54:41 | |
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 | |||
| 10 Apr 2024 | 99. Investing Unscripted Portfolio Contest Q1 Review | 00:50:28 | |
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 ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 18 Sep 2024 | 120. The Quest for Investing Mastery (AMZN, NVDA, TSM) | 00:53:40 | |
In 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 mentioned: AMZN, F, JOBY, NVDA, TSM, PAYC ***************************************** 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* 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 25 Jul 2024 | Rough Cut 11: We Need to Talk About CrowdStrike | 00:18:54 | |
CrowdStrike 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: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 10 Jul 2024 | 110. When Stocks Make a Comeback with Jason Moser | 01:01:54 | |
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 ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 13 Nov 2024 | 128. Market Crash 2025 (Ominous Music) | 00:59:46 | |
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 ***************************************** 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* 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. 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.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 14 Aug 2024 | 115. Building a Crash-Resistant Portfolio (COST, MELI, CFLT) | 01:00:06 | |
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 ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 15 Apr 2023 | 48. Lou Whiteman: Being a Skeptical Optimist | 01:07:05 | |
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 | |||
| 06 Jan 2024 | First Fridays 3: January 2024 | 00:47:41 | |
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 *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 ***************************************** Find the 2024 Portfolio Contest here: http://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 05 Jun 2024 | 107. June 2024 Mailbag | 00:52:44 | |
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 ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 30 Nov 2023 | Rough Cut 8: An Important Announcement! | 00:08:04 | |
The Smattering is now Investing Unscripted. Take a listen to hear why we decided to change the name of the podcast. We also share some thoughts on the passing of Charlie Munger. Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 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 | |||
| 05 Nov 2022 | 24. Jim Gillies: Tales From a Cash-Flow Investor, Part 1 | 00:45:44 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 11 Dec 2024 | 132. Reckless Predictions 2025 | 01:07:36 | |
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 also share their best and worst investments of the year and forecast stocks to buy and avoid in 2025. Finally, they make their reckless predictions for the year ahead. 02:31 Reflecting on Last Year's Predictions 02:55 The Nature of Predictions and Planning 04:02 Biases in Investing and Predictions 07:21 Reviewing Last Year's Guests and Predictions 09:05 Brett's Prediction: Amazon's Market Cap 12:07 Simon's Prediction: Cybertruck vs. F-150 Lightning 18:48 Simon's Prediction: FinTech vs. Traditional Banks 24:09 Ryan's Prediction: Magnificent Seven Stocks 30:02 Ryan's Other Predictions: Match Group and Home Prices 32:31 Host Predictions and Reflections 33:42 Reflecting on Past Predictions 34:18 Elon Musk's Bold Moves and Predictions 36:08 Reckless Predictions and Market Speculations 37:49 Portfolio Performance and Live Stream Plans 39:18 Market Surprises and Economic Reflections 44:56 Best and Worst Investments of 2024 52:18 Stock Picks and Avoids for 2025 01:01:35 Reckless Predictions for 2025 Companies mentioned: AAPL, AFRM, AMZN, BAC, C, CELH, ENPH, F, GM, GOOG, INTC, JPM, KNSL, MSFT, MTCH, NVDA, OM, SBUX, SOFI, SPG, STEM, TSLA, UPST, X ***************************************** 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* 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. 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.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 07 Sep 2024 | First Fridays 11: September 2024 | 01:04:22 | |
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 ***************************************** 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* *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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 31 Jan 2024 | 89. Building a Successful Investing Framework | 01:00:07 | |
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 ***************************************** 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 *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 ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 16 Oct 2024 | 124. Evolving As An Investor (AAPL, NVDA, PYPL) | 00:58:38 | |
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 ***************************************** 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* 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 24 Jun 2023 | 58. Travis Hoium on Asymmetric Investing | 01:01:56 | |
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 | |||
| 01 Oct 2022 | 18. How We Invest, Part 4 | 00:33:48 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 18 Dec 2024 | 133. December 2024 Mailbag | 00:50:57 | |
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 ***************************************** 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* 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. 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.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 24 Jul 2024 | 112. Let’s Talk About Dividend Stocks | 01:00:29 | |
What 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: 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 05 Aug 2023 | 64. The Smattering Turns 1 | 00:54:59 | |
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 | |||
| 01 May 2024 | 102. April Mailbag Plus a Big Announcement | 01:03:28 | |
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 ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 05 Oct 2022 | 19. Stock Ideas: What You Need to Know About QuantumScape Stock | 00:07:17 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 07 Sep 2023 | Rough Cut 2: The Big Coke Lie | 00:14:10 | |
People like to talk about Warren Buffett's Coca-Cola investment. Jason isn't happy about it. Companies mentioned: AAPL, AXP, KO 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 | |||
| 16 Sep 2023 | 70. Bill Mann: International Man of Weirdness | 01:13:29 | |
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 | |||
| 10 Dec 2022 | 30. December Mailbag and Introducing the 2023 Smattering Portfolio Contest! | 00:48:07 | |
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 --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||
| 22 Jul 2023 | 62. Becoming Brian Feroldi | 00:45:58 | |
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 | |||
| 13 Jul 2024 | First Fridays 9: July 2024 | 01:03:01 | |
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 ***************************************** 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. 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest | |||
| 26 Oct 2023 | Rough Cut 6: Jason Was Wrong About Netflix | 00:10:27 | |
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 | |||
| 14 Feb 2024 | 91. Chris Hill on Investing, Markets, and Podcasts | 00:52:52 | |
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 ***************************************** 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. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023 | |||
| 06 Mar 2024 | 94. Politics, Investing, and Bias | 00:54:26 | |
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 ***************************************** 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. 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. *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 | |||
| 08 Sep 2022 | 11. Stock Ideas: The Real Estate Trend That’s a Sleeping Giant | 00:13:56 | |
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. --- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support | |||