Investing Unscripted

204. Stocks for the AI Hater

06 May 2026

Contributed by Lukas

In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. Th...

First Fridays 30. May 2026

04 May 2026

Contributed by Lukas

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

203. April 2026 Mailbag

29 Apr 2026

Contributed by Lukas

In this April 2026 Mailbag, Jason and Jeff tackle a massive listener question about portfolio concentration in retirement, debating the merits of hold...

202. I (Still) Gotta Think About That One

22 Apr 2026

Contributed by Lukas

In this episode of Investing Unscripted, Jason and Jeff revive a fan-favorite format: letting AI randomly select stocks from their personal portfolios...

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

15 Apr 2026

Contributed by Lukas

In this episode, Jason and Jeff bring on Motley Fool analyst Lou Whiteman for a masterclass on investing in the space industry. They break down the hy...

First Fridays 29. April 2026

13 Apr 2026

Contributed by Lukas

In the April 2026 First Friday livestream, Jason and Jeff break down the current "market vibes," debating whether the market's resilienc...

200. 200 Stocks for 200 Episodes

08 Apr 2026

Contributed by Lukas

In this milestone 200th episode of Investing Unscripted (yes, the last episode was an April Fool's joke!), we tackle a question that plagues many ...

199. Knowing When to End a Good Thing

01 Apr 2026

Contributed by Lukas

In this monumental episode of Investing Unscripted, Jason and Jeff announce that they are bringing the podcast to an end—just one episode shy of the...

198. March 2026 Mailbag

25 Mar 2026

Contributed by Lukas

In this month's mailbag, Jason and Jeff tackle a wide array of listener questions, ranging from the tax efficiency of holding dividend stocks in t...

197. Investing Through Chaos

18 Mar 2026

Contributed by Lukas

Jason and Jeff tackle the current wave of market chaos—from oil price spikes and tariffs to the "AI is killing software" narrative. They d...

First Fridays 28. March 2026

15 Mar 2026

Contributed by Lukas

In this slightly belated "First Fridays" live stream, we dive into the current "vibes" of the stock market, check in on the 2026 P...

196. Chit Chat Stocks, Unscripted

11 Mar 2026

Contributed by Lukas

Ryan Henderson and Brett Schafer from the Chit Chat Stocks podcast join us for a special unscripted episode to track their evolution from college-aged...

195. Stocks Unscripted, March 2026

04 Mar 2026

Contributed by Lukas

Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Dat...

194. February 2026 Mailbag

25 Feb 2026

Contributed by Lukas

We open the February 2026 mailbag to answer your questions on how to handle the psychological toll of the "SaaS apocalypse" and when it actu...

193. Nothing Works All the Time

18 Feb 2026

Contributed by Lukas

We discuss the recent market dislocation where SaaS stocks are crashing while the broader market hits all-time highs. We break down the three main fea...

192. Emily Flippen, Investing Survivor

11 Feb 2026

Contributed by Lukas

We are joined by The Motley Fool's Emily Flippen to discuss her "Survivor" origins and why she believes empathy is the most underrated s...

191. Stocks We’re Excited About

04 Feb 2026

Contributed by Lukas

We break down the six stocks we are most excited to watch this earnings season (and why "excited" doesn't necessarily mean we're buy...

190. January 2026 Mailbag

28 Jan 2026

Contributed by Lukas

We open the mailbag to answer your questions on whether Life Insurance Retirement Plans (LIRPs) are a scam, if spending millions on a Super Bowl comme...

189. The 3 Financial Docs You Need to Know

21 Jan 2026

Contributed by Lukas

In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents...

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

14 Jan 2026

Contributed by Lukas

Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We...

187. What is Your Investing Echo Chamber?

07 Jan 2026

Contributed by Lukas

We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) o...

First Fridays 27. January 2026

05 Jan 2026

Contributed by Lukas

In our first live stream of 2026, we do a deep dive into QuantumScape's latest partnerships and what the "solid-state" future looks like...

186. December 2025 Mailbag

31 Dec 2025

Contributed by Lukas

In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfoli...

185. The 2026 Portfolio Contest & 2025 Market Review

24 Dec 2025

Contributed by Lukas

In this holiday special, Jason and Jeff wrap up 2025 by reviewing the year's biggest stories—from the AI boom to inflation and trade wars. They ...

184. Bill Brewster: From "Junk" to Quality

17 Dec 2025

Contributed by Lukas

Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar...

183. Reckless Predictions 2026

10 Dec 2025

Contributed by Lukas

It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alp...

182. Earnings Season Reset

03 Dec 2025

Contributed by Lukas

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

181. November 2025 Mailbag

26 Nov 2025

Contributed by Lukas

In this month’s mailbag, Jason and Jeff tackle the "Book Value" bear thesis for Lemonade and discuss when the company might finally reach ...

180. Stocks We Might Be Wrong About

19 Nov 2025

Contributed by Lukas

Jason and Jeff challenge their own investing biases and debate whether they’re wrong about holding three specific stocks: Ryman Hospitality Properti...

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

12 Nov 2025

Contributed by Lukas

Jason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist&q...

First Friday 25. November 2025

10 Nov 2025

Contributed by Lukas

In the November livestream, we started with a market "vibe check" on the recent AI stock sell-off, debated the "AI bubble", floate...

178. What If the AI Bubble Never Pops?

05 Nov 2025

Contributed by Lukas

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

177. October 2025 Mailbag

30 Oct 2025

Contributed by Lukas

Jason and Jeff answer listener questions about Pinterest stock, the nature of individual stock-picking, their financial goals, favorite podcasts, and ...

176. Moats Don’t Exist

22 Oct 2025

Contributed by Lukas

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

175. Are You Ready to Retire, Bro?

15 Oct 2025

Contributed by Lukas

Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of...

174. Market Crash 2026 (Ominous Music)

08 Oct 2025

Contributed by Lukas

Jason and Jeff discuss the potential for an upcoming market crash in 2026, reflecting on last year's predictions, and explore the impacts of AI in...

First Fridays 24: October 2025

05 Oct 2025

Contributed by Lukas

In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape'...

173. I Gotta Think About That One

01 Oct 2025

Contributed by Lukas

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

172. September 2025 Mailbag

24 Sep 2025

Contributed by Lukas

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the T...

171. David Gardner’s Rule Breaker Investing

17 Sep 2025

Contributed by Lukas

Jason and Jeff interview David Gardner, co-founder of The Motley Fool, to talk about his new book 'Rule Breaker Investing,' investing philosop...

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

10 Sep 2025

Contributed by Lukas

Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share t...

First Fridays 23. September 2025

07 Sep 2025

Contributed by Lukas

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

169. Investing Unscripted, Unscripted Part Deux

03 Sep 2025

Contributed by Lukas

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

168. Why Your Retirement Plan Sucks

27 Aug 2025

Contributed by Lukas

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

Misfit Monthly 6. What is Risk?

23 Aug 2025

Contributed by Lukas

Understanding Risk: International Investing Insights with Tyler CroweIn this month's Misfit Monthly Episode, Jason Hall and Tyler Crowe delve into...

167. The Broken Thesis

20 Aug 2025

Contributed by Lukas

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

First Fridays 22. August 2025

17 Aug 2025

Contributed by Lukas

In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Inv...

166. Ruining a Perfectly Good Investment

13 Aug 2025

Contributed by Lukas

Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added valu...

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

06 Aug 2025

Contributed by Lukas

Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, ...

164. July 2025 Mailbag

30 Jul 2025

Contributed by Lukas

Jason and Jeff dive into diverse investing questions from listeners and their Patreon members, offering insights on holding stocks in a bear market, t...

163. Nick Maggiulli’s The Wealth Ladder

23 Jul 2025

Contributed by Lukas

Jason and Jeff interview Nick Maggiulli, author of 'The Wealth Ladder,' discussing different levels of wealth, personal finance strategies, an...

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

19 Jul 2025

Contributed by Lukas

In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, an...

162. Starting from Scratch

16 Jul 2025

Contributed by Lukas

Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do dif...

First Fridays 21. July 2025

13 Jul 2025

Contributed by Lukas

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

161. Concentration vs. Diversification

09 Jul 2025

Contributed by Lukas

Jason and Jeff discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation include...

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

02 Jul 2025

Contributed by Lukas

Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve ...

159. Alex Morris: Buffett and Munger Unscripted

25 Jun 2025

Contributed by Lukas

Jason and Jeff welcome Alex Morris, a second-time guest and author of 'Buffett and Munger Unscripted.' The trio discusses the significance of ...

Misfit Monthly 4: Jeff Was Right

21 Jun 2025

Contributed by Lukas

Jason and Tyler discuss market efficiency, referencing Cliff Assnes's paper on the 'Less Efficient Market Hypothesis.' They explore value ...

158. Flyover Stocks Unscripted

18 Jun 2025

Contributed by Lukas

Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in in...

First Fridays 20. June 2025

14 Jun 2025

Contributed by Lukas

It’s the June First Fridays (on the second Friday) and we discuss the economic impact of recent global events, ethical considerations in investing, ...

157. Market Vibes 2025

11 Jun 2025

Contributed by Lukas

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

156. Is it Getting Harder to Find an Edge?

05 Jun 2025

Contributed by Lukas

Is it getting harder to find an edge as an investor? Jason and Jeff discuss the increasing availability of financial education and whether this shift ...

155. May 2025 Mailbag

28 May 2025

Contributed by Lukas

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme ...

154. Your Investing Tribe

21 May 2025

Contributed by Lukas

Jason and Jeff announce the launch of their Patreon page to build a dedicated community for their listeners. The episode covers the motivations behind...

153. When Good Advice is Bad

14 May 2025

Contributed by Lukas

ason and Jeff challenge well-known investing advice to determine if it fits every individual circumstance. They discuss personal experiences and obser...

First Fridays 19: May 2025, Live from Omaha

10 May 2025

Contributed by Lukas

This Month’s livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss th...

152. Jason’s Perfect Buffett Prediction

07 May 2025

Contributed by Lukas

Before heading to Omaha for the Berkshire Hathaway Annual Meeting, Jason and Jeff speculated on the company’s future and made reckless predictions a...

151. April 2025 Mailbag

30 Apr 2025

Contributed by Lukas

Jeff and Jason dive into listeners' questions about investment time horizons, optimizing emergency funds, and classifying consumer staples. Key highli...

Chit Chat Stocks: 2025 Portfolio Shakedown

23 Apr 2025

Contributed by Lukas

This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their perso...

Misfit Monthly 3: Nobody Saw This Coming

20 Apr 2025

Contributed by Lukas

Jason and Tyler discuss the importance of sound corporate governance, particularly during economic uncertainty such as tariffs. They emphasize conserv...

150. Ben Carlson Unscripted

16 Apr 2025

Contributed by Lukas

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique ca...

149. How to Be a Tariffic Investor

09 Apr 2025

Contributed by Lukas

Jason and Jeff discuss the current market volatility amidst new tariff announcements by President Trump, providing real-time reaction to the whipsaw m...

First Fridays 18. April 2025

05 Apr 2025

Contributed by Lukas

It’s the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications f...

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

02 Apr 2025

Contributed by Lukas

Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's inv...

Stocks Unscripted: The Trade Desk (TTD)

29 Mar 2025

Contributed by Lukas

Jason and Jeff discuss The Trade Desk (TTD). They delve into the company's recent quarterly underperformance, the reasons behind its stock drop, a...

147. Investing in Housing

26 Mar 2025

Contributed by Lukas

Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range o...

146. Lessons For Younger You

19 Mar 2025

Contributed by Lukas

Jason and Jeff discuss the financial lessons they wish they could share with their younger selves. Topics include the importance of understanding comp...

Rough Cut 13: Is It Over?

18 Mar 2025

Contributed by Lukas

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

Misfit Monthly 2: The Too Hard Pile

15 Mar 2025

Contributed by Lukas

In the second episode of Misfit Monthly by Investing Unscripted, Jason and Tyler explore the concept of the 'too hard pile' in investing—com...

145. Being Honest About Your Stocks

12 Mar 2025

Contributed by Lukas

Jason and Jeff delve into an honest discussion about stocks in their portfolios. The focus is on Enphase, Live Oak Bank, Ryman Hospitality Properties,...

First Fridays 17. March 2025

08 Mar 2025

Contributed by Lukas

In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They ...

144. Do You Even Valuation, Bro?

05 Mar 2025

Contributed by Lukas

Jason and Jeff delve into the complexities of stock valuation. They examine valuation metrics such as price-to-sales, price-to-earnings, and price-to-...

143. February 2025 Mailbag

26 Feb 2025

Contributed by Lukas

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus in...

142. Chris Hill, Unplugged and Unscripted

19 Feb 2025

Contributed by Lukas

In this episode, Jeff and Jason welcome Chris Hill, renowned podcaster and former Motley Fool Money host, to the show. Chris discusses his new podcast...

Misfit Monthly 1: The Big Lessons From 100 Misfit Stocks

15 Feb 2025

Contributed by Lukas

Welcome to the inaugural episode of Misfit Monthly, brought to you by Investing Unscripted! Join Jason Hall and Misfit Alpha creator Tyler Crowe as th...

141. Stuff Happens

12 Feb 2025

Contributed by Lukas

In this episode, Jason and Jeff discuss the volatility and uncertainty in the current market, influenced by factors like tariffs, AI developments, and...

First Fridays 16: February 2025

08 Feb 2025

Contributed by Lukas

Jason and Jeff answer questions live during their February First Fridays livestream. Join us live on YouTube at 4 pm on the first Friday of every mont...

140. This is What Risk Looks Like

05 Feb 2025

Contributed by Lukas

In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversa...

139. Investing Myths and Learning the Wrong Lessons

29 Jan 2025

Contributed by Lukas

In this episode, Jason and Jeff delve into common investing myths and the wrong lessons investors often learn. They explore topics like the misconcept...

138. January 2025 Mailbag

22 Jan 2025

Contributed by Lukas

It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, a...

137. Back to Basics

15 Jan 2025

Contributed by Lukas

Jason and Jeff discuss the importance of revisiting the fundamentals of investing as we enter the new year. They highlight why it's crucial to know yo...

136. Options Investing with Jeff Fischer

08 Jan 2025

Contributed by Lukas

In this episode, Jason and Jeff are joined by investing expert Jeff Fisher. They dive into the world of options trading, discussing beginner strategie...

First Fridays 15: January 2025

04 Jan 2025

Contributed by Lukas

It’s our first First Fridays livestream of 2025. Join us live on YouTube on the first Friday of every month, except when it’s the second Friday. O...

135. 2025 and Beyond

01 Jan 2025

Contributed by Lukas

In this New Year's episode, Jason and Jeff discuss their past year's investing journies, and they explore their evolving strategies, including transit...

Replay: 84. Reckless Predictions for 2024

28 Dec 2024

Contributed by Lukas

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

134. John Rotonti’s Search for Quality and Value

25 Dec 2024

Contributed by Lukas

In this episode, Jason and Jeff welcome return guest John Rotonti. John discusses his new job with Islamorada Investment Management, shares insights o...

133. December 2024 Mailbag

18 Dec 2024

Contributed by Lukas

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 qua...

Stocks Unscripted: Costco (COST)

14 Dec 2024

Contributed by Lukas

We're trying something new! We want to have unscripted conversations about specific stocks. In this episode, we're talking about Costco and how Jeff r...

132. Reckless Predictions 2025

11 Dec 2024

Contributed by Lukas

In this episode, Jason and Jeff reflect on their 2024 market predictions, analyzing what they got right and where they went wrong. While reviewing 202...

First Fridays 14: December 2024

07 Dec 2024

Contributed by Lukas

In the December 2024 Livestream, Jeff and Jason take questions and engage with their audience in real-time. Jason reveals that Jeff's portfolio outper...