Investing Unscripted
Episodes
131. Market Rally 2025 (Euphoric Music)
04 Dec 2024
Contributed by Lukas
In this episode Jason and Jeff discuss strategies for navigating a historic bull market. They explore the impact of Federal Reserve rate cuts on yield...
130. November 2024 Mailbag
27 Nov 2024
Contributed by Lukas
In this mailbag episode, Jason and Jeff address listener questions about choosing when to hold or sell underperforming stocks, optimizing time for inv...
129. How to Money, Unscripted
20 Nov 2024
Contributed by Lukas
In this episode of Investing Unscripted, Jason and Jeff welcome Joel from the How to Money podcast. They discuss the journey to financial wisdom, the ...
128. Market Crash 2025 (Ominous Music)
13 Nov 2024
Contributed by Lukas
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. Th...
127. Making 1 Billion New Investors
06 Nov 2024
Contributed by Lukas
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...
First Fridays 13: November 2024
02 Nov 2024
Contributed by Lukas
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 ...
126. October 2024 Mailbag
30 Oct 2024
Contributed by Lukas
It’s the October mailbag! This month, Jason and Jeff answer questions about the importance of maintaining cash reserves, insights on investing in in...
125. Stock Research: How Much is Too Much?
23 Oct 2024
Contributed by Lukas
In this episode of Investing Unscripted, Jason and Jeff explore the balance between the amount of research investors should conduct and the effectiven...
124. Evolving As An Investor (AAPL, NVDA, PYPL)
16 Oct 2024
Contributed by Lukas
In this episode Jason and Jeff delve into Jeff's evolution as an investor, discussing the changes in his decision-making process, the psychology behin...
First Fridays 12: October 2024 (ASML, TSLA, TSM)
12 Oct 2024
Contributed by Lukas
On the October Livestream, Jason and Jeff take listener questions, discuss Tesla's recent Cybercab prototype reveal, preview the upcoming earnings sea...
123. Strangers, Sushi, and Stock Ideas (AAPL, COST, UPS)
09 Oct 2024
Contributed by Lukas
In this episode of Investing Unscripted, Jason and Jeff delve into the nuances of stock investing, discussing the merits of exploring numerous investm...
122. How We Invest 2024: Portfolio Checkup
02 Oct 2024
Contributed by Lukas
In this episode of Investing Unscripted, Jason and Jeff discuss their current portfolio allocations, the transition towards fixed-income investments, ...
121. September 2024 Mailbag
25 Sep 2024
Contributed by Lukas
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 ...
120. The Quest for Investing Mastery (AMZN, NVDA, TSM)
18 Sep 2024
Contributed by Lukas
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...
119. Jason is Buying a Bunch of Bonds
11 Sep 2024
Contributed by Lukas
Often, when we think about the parts of investing, we think about the years we are growing wealth, and the years we are spending it. But there's a...
First Fridays 11: September 2024
07 Sep 2024
Contributed by Lukas
In the September First Friday livestream, Jason and Jeff answer listener questions, discuss economic data, interest rates, and discuss the 2024 portfo...
118. Investing Unscripted, Unscripted (CRM, NEE, NVDA)
04 Sep 2024
Contributed by Lukas
In this episode of Investing Unscripted, Jason Hall and Jeff Santoro have an “unscripted” conversation and discuss the market's reaction to in...
117. August 2024 Mailbag (AMZN, COIN, CRWD, MELI)
28 Aug 2024
Contributed by Lukas
In this conversation, Jason Hall and Jeff Santoro discuss various investing topics and answer listener questions. They cover book recommendations for ...
116. Investing Near Retirement (NVDA, SBUX, CRWD, NFLX)
21 Aug 2024
Contributed by Lukas
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 de...
115. Building a Crash-Resistant Portfolio (COST, MELI, CFLT)
14 Aug 2024
Contributed by Lukas
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 ac...
First Fridays 10. August 2024 (HSY, LMND, MELI)
10 Aug 2024
Contributed by Lukas
In our August First (Second) Friday Livestream we take live questions, discuss earnings, review the July portfolio contest results, and speculate on w...
114. Getting It Wrong (and Still Making Money) (AMZN, NVDA, AVGO)
07 Aug 2024
Contributed by Lukas
Being wrong is a regular part of investing in stocks. The beauty of a diversified portfolio is your winners – the ones you're right about – ca...
Rough Cut 12: When Stocks Go Down
06 Aug 2024
Contributed by Lukas
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 **...
113. July 2024 Mailbag
31 Jul 2024
Contributed by Lukas
In this month’s mailbag, Jason and Jeff answer questions about CrowdStrike, Brookfield, and when to add (or not add) to a stock that’s struggling....
Rough Cut 11: We Need to Talk About CrowdStrike
25 Jul 2024
Contributed by Lukas
CrowdStrike had a bad week and Jason and Jeff have some luke-warm takes. ***************************************** Rough Cut theme by Tom McGovern: ht...
112. Let’s Talk About Dividend Stocks
24 Jul 2024
Contributed by Lukas
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...
111. Living With the Results
17 Jul 2024
Contributed by Lukas
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...
First Fridays 9: July 2024
13 Jul 2024
Contributed by Lukas
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 a...
110. When Stocks Make a Comeback with Jason Moser
10 Jul 2024
Contributed by Lukas
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...
Replay: 3 Things to Know Before Buying Your First (or Next) Stock
03 Jul 2024
Contributed by Lukas
Enjoy this replay of a recent episode: Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investo...
109. Stocks in 2024: The Ones We Missed
26 Jun 2024
Contributed by Lukas
Hindsight bias? Almost certainly. But that doesn't mean we still shouldn't look back at stocks that have gone up a lot that we didn't buy....
108. Munger vs. the Market
19 Jun 2024
Contributed by Lukas
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...
First Fridays 8: June 2024
15 Jun 2024
Contributed by Lukas
Jason and Jeff discuss Elon Musk’s pay package, Tesla price targets, autonomous driving, Apple AI, Nvidia, and more. Companies mentioned: AAPL, GOOG...
Chit Chat Stocks: Stanley Druckenmiller: The Investor That Beat Warren Buffett
12 Jun 2024
Contributed by Lukas
This week we're featuring an episode of the Chit Chat Stocks podcast. Ryan and Brett do great work and in this episode they discuss Stanley Drucke...
107. June 2024 Mailbag
05 Jun 2024
Contributed by Lukas
This month's mailbag includes great questions about BDCs, broken investing theses, knowing if the story really changed, a little-known battery com...
106. How to Be a Successful Stock Seller
29 May 2024
Contributed by Lukas
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 r...
105. Semiconductors, AI, and the Future of Mankind
22 May 2024
Contributed by Lukas
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 re...
104. 3 Things to Know Before Buying Your First (or Next) Stock
15 May 2024
Contributed by Lukas
Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase. ...
103. Imposter or Investor?
08 May 2024
Contributed by Lukas
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 vers...
First Fridays 7: May 2024
04 May 2024
Contributed by Lukas
On this month’s live podcast, Jason and Jeff discuss recent earnings, interest rates, and their new Savvy Trader portfolio. Companies mentioned: ASM...
102. April Mailbag Plus a Big Announcement
01 May 2024
Contributed by Lukas
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...
101. Averaging Up: When Overvalued Stocks Really Aren’t
24 Apr 2024
Contributed by Lukas
Investors have enjoyed the bull run of the stock market over the past 15 months. Yet for those who are still regularly contributing new money to inves...
100. Private Equity with Tim Hanson
17 Apr 2024
Contributed by Lukas
The term private equity is in the financial news often, but it’s not a once-size-fits-all business model. Jason and Jeff interview Tim Hanson, CIO a...
99. Investing Unscripted Portfolio Contest Q1 Review
10 Apr 2024
Contributed by Lukas
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, in...
First Fridays 6: April 2024
06 Apr 2024
Contributed by Lukas
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 ne...
98. Bestselling Author of The Warren Buffett Way: Robert Hagstrom
03 Apr 2024
Contributed by Lukas
Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of t...
97. March 2024 Mailbag
27 Mar 2024
Contributed by Lukas
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? H...
Rough Cut 10: Jason's Cash Mistake?
23 Mar 2024
Contributed by Lukas
Jason increased the cash in his portfolio at an inopportune time. Jeff and Jason discuss this decision and what it means moving forward. *************...
96. Finding Winning Stocks in 2024 With Simon Erickson
20 Mar 2024
Contributed by Lukas
Picking great stocks is hard. But finding an "expert" who'll take your money in exchange for their best stock ideas is pretty easy. Not ...
95. Stocks in 2024: The Shortest Leash
13 Mar 2024
Contributed by Lukas
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, a...
94. Politics, Investing, and Bias
06 Mar 2024
Contributed by Lukas
Did you know that learning someone's political views makes it harder to assess their expertise in other domains? With the U.S. presidential electi...
First Fridays 5: March 2024
02 Mar 2024
Contributed by Lukas
In their monthly livestream, Jason and Jeff talk about recent earnings, Buffett’s annual letter, the macro environment, their latest buys and sells,...
93. February 2024 Mailbag
28 Feb 2024
Contributed by Lukas
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 S...
92. Narrative Versus Numbers In Investing
21 Feb 2024
Contributed by Lukas
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 ha...
91. Chris Hill on Investing, Markets, and Podcasts
14 Feb 2024
Contributed by Lukas
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...
90. Stocks in 2024: Knowing What You Don’t Know
07 Feb 2024
Contributed by Lukas
If you're like most investors, you probably own some stocks that you don't know as well as you should. This week, Jeff and Jason decided to ho...
First Fridays 4: February 2024
03 Feb 2024
Contributed by Lukas
Jason and Jeff answer listener questions live, discuss recent earnings results, and talk about what companies they’re looking forward to hearing fro...
89. Building a Successful Investing Framework
31 Jan 2024
Contributed by Lukas
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 inv...
88. January 2024 Mailbag
24 Jan 2024
Contributed by Lukas
Mailbag time! Thanks to our listeners for a lot of great questions. This month's topics include whether the advice to take on more portfolio risk ...
87. Andrew and Dave from The Investing for Beginners Podcast
17 Jan 2024
Contributed by Lukas
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 we...
86. When Should You Stop Investing?
10 Jan 2024
Contributed by Lukas
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 ...
First Fridays 3: January 2024
06 Jan 2024
Contributed by Lukas
Jason and Jeff recap the 2023 Portfolio Contest and discuss the year that was while answering live viewer questions. Companies mentioned: AAPL, AMC,...
85. Investing Unscripted 2024 Portfolio Contest
30 Dec 2023
Contributed by Lukas
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 ...
84. Reckless Predictions for 2024
23 Dec 2023
Contributed by Lukas
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 ...
Chit Chat Money - The State of the Luxury Industry With Sleepwell Capital and Leandro from Best Anchor Stocks
20 Dec 2023
Contributed by Lukas
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 podcas...
Rough Cut 9: Hot Takes on Jeff's Portfolio
19 Dec 2023
Contributed by Lukas
Listen as Jason and Jeff do rapid-fire hot takes on some stocks in Jeff’s portfolio. We would love feedback on the show. Share with us at: Email: ...
83. December 2023 Mailbag
16 Dec 2023
Contributed by Lukas
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 ...
82. Misfit Alpha: The Best Stocks You’ve Never Heard Of
09 Dec 2023
Contributed by Lukas
Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon o...
First Fridays 2: December 2023
07 Dec 2023
Contributed by Lukas
We welcome special guest Jim Gillies for this episode of First Fridays. We would love feedback on the show. Share with us at: Email: investingunscri...
81. Stocks, Venture Capital, and Why it Matters to You
02 Dec 2023
Contributed by Lukas
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 V...
Rough Cut 8: An Important Announcement!
30 Nov 2023
Contributed by Lukas
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...
80. How Well Do You Know Your Stocks?
25 Nov 2023
Contributed by Lukas
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 t...
79. November Mailbag
18 Nov 2023
Contributed by Lukas
Wondering of Ozempic will kill Pepsico? Does Jason keep his money in buckets? Is it a loser's game to wait for better prices on stocks? These are ...
First Fridays: November 2023
17 Nov 2023
Contributed by Lukas
Enjoy the first-ever live recording of The Smattering Podcast. Subscribe to our newsletter for a link to the next live recording. We would love feedba...
78. Investing With Kids with Robert Brokamp
11 Nov 2023
Contributed by Lukas
After listening to last week's episode (part one in this two-part series) you should be well on your way to investing for your kids, grandkids, or...
Rough Cut 7: The Fear of Not Knowing Stuff
07 Nov 2023
Contributed by Lukas
Jason has some thoughts about one of his favorite companies after a short report comes out. Companies mentioned: BAM, BIP, BIPC, BN Rough Cuts Theme...
77. Investing For Kids With Robert Brokamp
04 Nov 2023
Contributed by Lukas
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, he...
76. Stocks That Scare Us
28 Oct 2023
Contributed by Lukas
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 abo...
Rough Cut 6: Jason Was Wrong About Netflix
26 Oct 2023
Contributed by Lukas
In April of 2022, Jason declared Netflix “toast”. He was…wrong Since that declaration, Netflix stock has handily beat the market. Jeff and Jason...
75. Should Stock Investors Lower Their Expectations?
21 Oct 2023
Contributed by Lukas
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 pe...
74. Investing With a Pro: Alex Morris of TSOH Investment Research Service
14 Oct 2023
Contributed by Lukas
There are a lot of investment and personal finance websites, newsletters, and supposed "experts" out there. Some are great, while others are...
Rough Cut 5: Read, People!
10 Oct 2023
Contributed by Lukas
Jason thinks more people should read about what they’re investing in…or stick to index funds. Rough Cuts Theme by Tom McGovern: TikTok and Instagr...
73. Smattering Portfolio Q3 Review
07 Oct 2023
Contributed by Lukas
It's official! We are nine months through 2023, so it's time for another quarterly review of the 2023 The Smattering Portfolio Contest! And af...
72. September Mailbag
30 Sep 2023
Contributed by Lukas
Thanks to our listeners for a lot of great questions. Topics include holding cash for the long term, a high-growth Latin American bank, keeping convic...
Rough Cut 4: Housing Sucks And It's Your Fault
28 Sep 2023
Contributed by Lukas
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! Companie...
71. What Are You Most Afraid You're Wrong About?
23 Sep 2023
Contributed by Lukas
Fear and greed. These are the base emotions that drive so much of our decision-making as investors. But what are you really afraid of? What, if you ge...
Rough Cut 3: Don't Be a Bag Holder
20 Sep 2023
Contributed by Lukas
Jason's mad...again. Some companies' entire business model seems to be around getting rich off a good story and retail investors' hard-ear...
70. Bill Mann: International Man of Weirdness
16 Sep 2023
Contributed by Lukas
Bill Mann has spent the past two decades helping investors find more weirdness. As an expert on small cap stocks and international investing, Bill des...
69. What My Job Taught Me About Investing
09 Sep 2023
Contributed by Lukas
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 ...
Rough Cut 2: The Big Coke Lie
07 Sep 2023
Contributed by Lukas
People like to talk about Warren Buffett's Coca-Cola investment. Jason isn't happy about it. Companies mentioned: AAPL, AXP, KO We would lo...
68. The Magnificenter 7
02 Sep 2023
Contributed by Lukas
The "magnificent seven" stocks – the seven largest U.S. stocks by market cap – have had an incredible year. Even the worst-performing of...
67. Is Being A Lazy Stock Picker Better?
26 Aug 2023
Contributed by Lukas
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 wha...
66. August Mailbag
19 Aug 2023
Contributed by Lukas
In our second summer mailbag episode, Jason and Jeff field questions from listeners, submitted on Twitter, email, and Commonstock. Topics include stoc...
Rough Cut 1: There's Too Many Investing Products
16 Aug 2023
Contributed by Lukas
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 ou...
65. Earnings Season Mindset
12 Aug 2023
Contributed by Lukas
Every quarter, thousands of companies report their financial results, and investors of all stripes tune in, read up, and trade their way through the s...
64. The Smattering Turns 1
05 Aug 2023
Contributed by Lukas
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, sh...
63. Peter Atwater: The Confidence Map
29 Jul 2023
Contributed by Lukas
Have you ever been absolutely, utterly confident in an outcome, only to get a rude awakening when things go very differently? Well, you're not alo...
62. Becoming Brian Feroldi
22 Jul 2023
Contributed by Lukas
Brian Feroldi is a leading expert in investing, helping hundreds of thousands of people avoid mistakes and make better decisions. But he wasn't al...
61. July Mailbag
15 Jul 2023
Contributed by Lukas
You have questions? We have answers. In this edition of our semi-regular mailbag, we took listener questions about capital scarcity, measuring CEO per...
60. Smattering Portfolio Q2 Review
08 Jul 2023
Contributed by Lukas
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&qu...