Investing Unscripted
Episodes
59. Fighting Chimps and Picking Stocks
01 Jul 2023
Contributed by Lukas
Whether it's driving, picking stocks, or fighting chimpanzees, humans often overestimate their actual skill level. In this week's show, Jason ...
58. Travis Hoium on Asymmetric Investing
24 Jun 2023
Contributed by Lukas
To some degree, every stock investor is looking for asymmetric returns. While the market delivers, on average, around 10% in gains each year, stocks a...
57. What If You Die?
17 Jun 2023
Contributed by Lukas
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? W...
56. Hitting Reset
10 Jun 2023
Contributed by Lukas
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 dif...
55. Nick Rossolillo: On Semiconductor Stocks, Investing, and More
03 Jun 2023
Contributed by Lukas
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 stumbl...
54. Let's Talk About Stocks
27 May 2023
Contributed by Lukas
Last week we had a therapy session for Jeff in our episode, "I don't know how to invest anymore." Jeff says thanks for helping him work ...
53. I Don't Know How To Invest Anymore
20 May 2023
Contributed by Lukas
The past three years have been like a whipsaw for a lot of investors. After the bizarre – incredible – runup in stocks during the Coronavirus pand...
52. John Rotonti: Buffett, Berkshire, and Value Investing in the Modern Age
13 May 2023
Contributed by Lukas
John Rotonti is a value investor and the former head of analyst training for The Motley Fool. He's spent the past several years studying Warren Bu...
51. Does Warren Buffett Even Matter?
06 May 2023
Contributed by Lukas
Did you know that Berkshire Hathaway stock has outperformed the market since the market peak before the coronavirus pandemic? That alone makes the tit...
50. Running Away From Fires
29 Apr 2023
Contributed by Lukas
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...
49. Are Your Goals the Same As Your Incentives?
22 Apr 2023
Contributed by Lukas
When it comes to understanding human behavior, Jason has learned the value of understanding incentives. Employees and managers almost always act based...
48. Lou Whiteman: Being a Skeptical Optimist
15 Apr 2023
Contributed by Lukas
After almost three decades working in and around the financial services industry, Lou Whiteman has learned to become skeptical of many investment idea...
47. Smattering Portfolio Q1 Review
08 Apr 2023
Contributed by Lukas
(If you're not familiar with The Smattering 2023 Portfolio Contest, check out episode 32) Three months into 2023, and it's clear that you, our...
46. Brett and Ryan from Chit Chat Money
01 Apr 2023
Contributed by Lukas
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...
45. Running Toward Fires
25 Mar 2023
Contributed by Lukas
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 se...
44. What's Jacob Goldstein's Problem?
18 Mar 2023
Contributed by Lukas
Jacob Goldstein knows a lot about money. He wrote Jason's favorite book (apologies to Morgan Housel) about it, called "Money, the True Story ...
43. March Mailbag
11 Mar 2023
Contributed by Lukas
Time for another mailbag! We answer a handful of great questions from listeners, including concerns about a dividend trap, set-it-and-forget-it invest...
42. Investing is Funny: Comedian Mitch Fatel
04 Mar 2023
Contributed by Lukas
What does our own Jeff Santoro have in common with comedian Mitch Fatel? Despite Jeff's insistence, it's not being funny. Like Jeff (and many of you),...
41. Semiconductors with Nick Rossolillo
25 Feb 2023
Contributed by Lukas
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...
40. Stocks We Hate That We Love
18 Feb 2023
Contributed by Lukas
Everyone loves a great story. The problem is that great stories don't always make for great investments. Jeff and Jason share their stories of seven s...
39. Maxfield on Banks and January Portfolio Update
11 Feb 2023
Contributed by Lukas
John Maxfield may be the most under-the-radar expert on banks in America, an industry Jason thinks investors are missing out on if they don't understa...
38. How Many Stocks Should You Own?
04 Feb 2023
Contributed by Lukas
How many stocks should you own? Like many of the hard investing questions, there are a lot of right answers. And the number that's right for one perso...
37. January Mailbag
28 Jan 2023
Contributed by Lukas
Mailbag! This week, Jeff and Jason answer questions about valuing companies who've gone through major changes in their business, a group of renewable ...
36. What Are You Retiring To?
21 Jan 2023
Contributed by Lukas
Many people look forward to retiring, often with dreams – or even plans – of days filled with leisure. But the reality is, after years of working ...
35. 5 Stocks for 10 Years
14 Jan 2023
Contributed by Lukas
Five stocks. 10 Years. That's all you can own. Jeff and Jason go through this thought exercise and learn that there's a lot more to it than just the s...
34. Investing Resolutions You Can Stick To
07 Jan 2023
Contributed by Lukas
People do two things every year: Make resolutions, and then promptly fail to achieve them. When it comes to financial resolutions, it's usually becaus...
33. Thank God That's Over: 2022 Review
31 Dec 2022
Contributed by Lukas
It’s been a year, people. In the last episode of the year, Jason and Jeff talk about the biggest stories of 2022 and what they mean for investors in...
32. Smattering Portfolio 2023 Reveal
24 Dec 2022
Contributed by Lukas
Time to draft our stocks for the 2023 Smattering Portfolio! In this episode, Jeff and Jason discuss the stocks viewers picked for the listener portfol...
31. Reckless Predictions for 2023
17 Dec 2022
Contributed by Lukas
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...
30. December Mailbag and Introducing the 2023 Smattering Portfolio Contest!
10 Dec 2022
Contributed by Lukas
December mailbag! In this episode, Jason and Jeff answer listener questions about companies the market has right and wrong, how Jeff decides what to b...
29. Tyler Crowe: Investing For Humans
03 Dec 2022
Contributed by Lukas
Between financial media built to attract and retain audiences often using sensationalist headlines and hype, and a financial services industry built f...
28. What Emotions Make You a Better - or Worse - Investor?
26 Nov 2022
Contributed by Lukas
Investing is driven by emotions and understanding your own emotions is a the heart of your own success. In this episode, Jason and Jeff dive into this...
27. Is it Time to Sell Stocks?
19 Nov 2022
Contributed by Lukas
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, i...
26. Mistakes Were Made
12 Nov 2022
Contributed by Lukas
Even the best investors make mistakes. In this episode, Jason and Jeff discuss their biggest investing and personal finance mistakes and what they lea...
25. Jim Gillies: Tales From a Cash-Flow Investor, Part 2
05 Nov 2022
Contributed by Lukas
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 ...
24. Jim Gillies: Tales From a Cash-Flow Investor, Part 1
05 Nov 2022
Contributed by Lukas
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...
23: What's the Hardest Part of Investing?
29 Oct 2022
Contributed by Lukas
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? Every...
22: What is Risk?
19 Oct 2022
Contributed by Lukas
In this episode, Jason and Jeff discuss what risk is, what it isn’t, and how to think about it in your investing and personal finance. We would lov...
21. Mailbag: Three Listener Questions
12 Oct 2022
Contributed by Lukas
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 stoc...
20. How to Get Through a Down Market
08 Oct 2022
Contributed by Lukas
Let's face it, the market's been bad. In this episode, Jason and Jeff discuss their mindset in down markets and how they use their investing framework...
19. Stock Ideas: What You Need to Know About QuantumScape Stock
05 Oct 2022
Contributed by Lukas
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 ...
18. How We Invest, Part 4
01 Oct 2022
Contributed by Lukas
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 ...
17. Stock Ideas: Two Stocks We'd Buy and Two We'd Avoid
28 Sep 2022
Contributed by Lukas
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...
16. How We Invest, Part 3
24 Sep 2022
Contributed by Lukas
In the third episode of this "How We Invest" series, Jason and Jeff discuss how they track their investments and talk about the importance of being pa...
15. Stock Ideas: Does Upstart Need a Recession to Prove Itself?
21 Sep 2022
Contributed by Lukas
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...
14. How We Invest, Part 2
17 Sep 2022
Contributed by Lukas
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...
13. Stock Ideas: What Shopify Has to Do to Become a Big Winner Again
14 Sep 2022
Contributed by Lukas
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 ...
12. How We Invest, Part 1
10 Sep 2022
Contributed by Lukas
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 ...
11. Stock Ideas: The Real Estate Trend That’s a Sleeping Giant
08 Sep 2022
Contributed by Lukas
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...
10. Origin Stories
05 Sep 2022
Contributed by Lukas
In this episode, Jason and Jeff tell the stories of what made them the investors they are today.
9. Mailbag: Should I Buy I Bonds? How Do I Build a Stock Position?
30 Aug 2022
Contributed by Lukas
In this episode, Jason and Jeff discuss some listener questions about I Bonds and position sizing in a stock portfolio.
8. What is Jason's Worst Stock Investment?
28 Aug 2022
Contributed by Lukas
Peloton (PTON) has been a terrible investment so far, and one of Jason's worst stocks ever. But there's another one that proved even worse than Peloto...
7. Will There Be Another Market Crash This Year?
26 Aug 2022
Contributed by Lukas
Jason and Jeff discuss the possibility of another market crash in 2022, and what investors can do to prepare both their portfolios and their mindset f...
6: Why is MercadoLibre Jason's Biggest Stock Holding?
23 Aug 2022
Contributed by Lukas
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 positio...
5. Where Did My Money Go?
19 Aug 2022
Contributed by Lukas
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 ...
4. Mailbag: Listener Questions
13 Aug 2022
Contributed by Lukas
In this episode, Jason and Jeff answer two listener questions about building a dividend-focused portfolio, as well as stocks you can set and forget.&n...
3. What Do Rising Interest Rates Mean for Stocks?
09 Aug 2022
Contributed by Lukas
Jason and Jeff discuss the rising interest rate environment and what it means for stocks and the return investors can expect.
2. What is Your Enough?
05 Aug 2022
Contributed by Lukas
How much do you need to retire? How much is your "enough"? Jason and Jeff tackle this question as well as discuss recent economic events in order to d...
1. What is The Smattering?
03 Aug 2022
Contributed by Lukas
This is The Smattering Podcast, where we ask the questions that matter to investors.