The Smattering: Recent Episodes
Jason Hall & Jeff Santoro
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Often, when we think about the parts of investing, we think about the years we are growing wealth, and the years we are spending it. But there's an in-between period when long-term goals turn volatility into risk and can see a few bad months derail decades of careful planning and success. In this week's show, Jason explains to Jeff how he's making changes in his portfolio to start lowering the risks that the market's whims upend his family's financial planning as retirement becomes more of a near-term reality than some distant goal.
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
In this episode of Investing Unscripted, Jason Hall and Jeff Santoro have an “unscripted” conversation and discuss the market's reaction to interest rates, the performance of dividend stocks, the impact of interest rate cuts, the relationship between dividend stocks and growth stocks, and more.
Companies mentioned: CRM, CSU, DFH, DHI, LEN, MTH, NEE, NVDA, PHM, STEM, TELL
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
In this conversation, Jason Hall and Jeff Santoro discuss various investing topics and answer listener questions. They cover book recommendations for new investors, the strategy of doubling up on companies from similar sectors, and their thoughts on stocks that will outperform the market over the next 20 years. They also discuss the importance of understanding the business fundamentals and having a long-term perspective in investing.
Companies mentioned: AAPL, ABNB, AMZN, AVGO, BIPC, BKNG, CCJ, CELH, CFLT, COIN, ELF, GOOG, GOOGL, LOB, MA, MNST, MELI, NU, PATH, TSLA, TXN, ULTA, V, 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*
*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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
In our August First (Second) Friday Livestream we take live questions, discuss earnings, review the July portfolio contest results, and speculate on why Warren Buffett is hoarding cash.
Companies mentioned: ALVOF, BIPC, BTI, EQNR, FSLR, HSY, LMND, LOB, MELI, MO, NVDA, TTD, UPST
Subscribe to our portfolio on 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
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 – can more than makeup for the mistakes. At the same time, investing is also one of the rare places in life where you can get it wrong, and still make money! In this episode, Jeff and Jason discuss this topic in depth, how they think about it, and how it affects their decision-making and investing processes.
Companies mentioned: AMZN, ANET, AVGO, BOC, DAL, ENPH, META, MSFT, NFLX, NVDA, TXN
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
In this month’s mailbag, Jason and Jeff answer questions about CrowdStrike, Brookfield, and when to add (or not add) to a stock that’s struggling. Have a question for our next mailbag? Send it to us anytime!
Companies mentioned: ALLY, BEP, BEPC, CRWD, HASI, META, NFLX, ODFL, SOFI
Subscribe to our portfolio 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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 investor should know before making a purchase.
Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM
Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Hindsight bias? Almost certainly. But that doesn't mean we still shouldn't look back at stocks that have gone up a lot that we didn't buy. In this week's show, Jeff and Jason do exactly that, while trying to apply an objective lens to the lessons we can learn by taking a look backward at our times of inaction.
Companies mentioned: ANET, AMZN, ASML, AVGO, CRWD, NVDA, SHOP, 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*
*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
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever?
Subscribe to our YouTube channel: https://www.youtube.com/@ChitChatStocks
Follow us on Twitter/X: https://twitter.com/chitchatstocks
Follow us on Substack: https://chitchatstocks.substack.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.
FinChat.io is The Complete Stock Research Platform for fundamental investors.
With its beautiful design and institutional-quality data, FinChat is incredibly powerful and easy to use.
Use our LINK and get 15% off any premium plan: https://finchat.io/chitchat/?lmref=J3bklw
Check out https://www.firmreturns.com/ for value-focused equity research
Use our link and get a 20% discount on a premium plan: firmreturns.com/chitchat
Disclosure: Chit Chat Stocks 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
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase.
Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM
Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/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
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.comTwitter: @InvestingPodCheck 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-documentSupporting 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/2024contestFind the 2023 Portfolio Contest here: https://tinyurl.com/Smatterfolio2023--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 invest, seeing your favorite stocks up 30%, 50%, or even more from where you last bought them can make it hard to keep buying. But, are these big winners actually overvalued? In this episode, Jeff and Jason take a closer look at some of their favorite high-priced stocks to learn whether they're actually overvalued.
Companies mentioned: AAPL, AIG, ASML, KNSL, MKL, PGR, TREX
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
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 and President of Permanent Equity, to talk about the private equity industry and what makes Permanent Equity different.
You can find Permanent Equity here: https://www.permanentequity.com/
Connect with Tim on Twitter here: https://twitter.com/timhanso
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
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 all of the experts are as good as they claim, and few offer a transparent record of their results. In this week's show, Jeff and Jason are joined by Simon Erickson. Simon has worked for more than a decade as an analyst and advisor for multiple stock-picking services, including 7Investing, which he founded in early 2020. Topics include Simon's background and history, how he has evolved as an investor, lessons learned over the past five years through a very tumultuous market, and founding and running a business.
Companies mentioned: AAPL, AMD, BA, CRWD, CSCO, GE, INTC, MSFT, NVDA, PLTR, RKLB, SMCI, TWLO, XOM
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
In their monthly livestream, Jason and Jeff talk about recent earnings, Buffett’s annual letter, the macro environment, their latest buys and sells, and take listener questions. You can get links to join the livestream by subscribing to the Investing Unscripted newsletter at https://investingunscripted.beehiiv.com/
Companies mentioned: CFLT, CPNG, DIS, LMND, NDA, NVDA, MKC, OM, PCOR, PINS, PYPL, SBUX, TGT, TMDX, WD
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.
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
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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.*
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 hold themselves accountable and talk through this important topic. In this case, they agreed to each answer a series of questions from the other about a favorite company to demonstrate where they lack knowledge. Experts or pretenders? You be the judge.
It's February! That means it's time for a quick update on the first month of the Investing Unscripted Portfolio Contest! In the second part of the show, we discuss early observations, and how skilled our listeners are at picking stocks. Did they steal that skill from Jason? Because he's sucking wind so far, after thoroughly dominating the 2023 contest.
Companies mentioned: ADSK, AMZN, CFLT, CRM, ENPH, MSFT, ORCL, OM, PCOR, PTON, SOFI, QS, TRMB, WOLF
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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.*
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 when you’re young is "BS", our worst-performing stocks double-down candidates, how to figure out your magic number, fighting the allure of selling stocks to raise cash, and more!
In the second part of the show, Jeff and Jason ponder investing legend David Gardner's "only dips buy dips" maxim. tl;dr: it depends.
We're always looking for more questions for our monthly mailbag. Send them to us anytime you have them, via email or social media.
Companies mentioned: AAPL, AMZN, BRK.A, BRK.B, CRWD, CURI, LMND, ME, MELI, OM, PTON, PYPL, SBUX, TWLO, VTMX
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
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: 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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, who many of you may know from his regular appearances on our YouTube channel with Jason, has made it his mission to share those winners with the world.
This week, Jeff and Jason chat with Tyler about the multi-year research project he's been on that led him to these obscure, overlooked winners that Tyler calls "misfits," and the creation of his newsletter, Misfit Alpha. We talk through Tyler's process for finding them, what he's learned, and some examples of massive winners that have compounded for decades, yet remain relatively unknown.
Looking for more of Tyler's work? Find him at:
https://www.misfitalpha.com/
Threads & Twitter: @misfitalpha
Interested in joining Misfit Alpha? Tyler is offering Investing Unscripted listeners a 20% discount: https://www.misfitalpha.com/unscripted
Companies mentioned: AJG, BCPC, COST, DHR, GOOG, GOOGL, ITIC, JMIA, TSLA
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 some of the questions we answered in our latest mailbag episode.
In the second part of the show, Jason and Jeff go through a thought exercise about making big decisions, using an actual decision that Jeff is considering making.
Companies mentioned: AAPL, COST, KO, LIN, NFLX, NVDA, WMT, WSO, PEP, PLNT, 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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 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
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 whatever weirdo child that's important in your life. This week, Jeff and Jason continue their conversation with Robert Brokamp, CFP ®, tackling the much more complicated topic of investing with your kids. Some highlights include the important subject of personal finance, including the value of talking to kids about the importance of earning and spending money, not just saving and investing it.
In the second part of the show, Jason and Jeff discuss their reactions to the conversation with Bro, and share their own experiences with their own kids.
Companies mentioned: HD, SBUX
Resources mentioned:
The Opposite of Spoiled, by Ron Leiber
Make Your Kid a Money Genius by Beth Kobliner
Money Tails (Book Series) by Sheila Bair
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
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 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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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/
https://www.fool.com/
https://www.irahelp.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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
There are a lot of investment and personal finance websites, newsletters, and supposed "experts" out there. Some are great, while others are, well, not so great. In this week's show, Jason and Jeff are joined by Alex Morris, a former equities analyst who left Wall Street to start his own stock research newsletter, TSOH Investment Research Service. In their conversation, Alex shares his thoughts on the space, his investing process, advantages that we have as individual investors, and some of his favorite stocks right now. He also talks about some of his biggest investing mistakes, what he's learned, and his evolution as an investor.
Companies mentioned: AAPL, COCO, COST, DG, FQVTF, MSFT, ROKU
Find Alex on Twitter: https://twitter.com/TSOH_Investing
TSOH Investment Research Service: 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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 Instagram @tommcgovern27
We would love feedback on the show. Share with us at:
Check out our YouTube channel for more content
Find the2023 Smattering Portfolio here
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 after a gangbuster first half of the year, every portfolio lost value this quarter and a new leader emerged from the pack. Jeff and Jason take a closer look at all 19 stocks in the portfolio, their thoughts so far, and how they feel about the companies they picked going forward.
In the second part of the show, we introduce yet another portfolio: Nick's Picks! Jeff won some money, and his dad made him buy some stocks, including one he said he'd never buy.
Companies mentioned: AMAT, AMC, AMZN, ASML, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, NVDA, ODFL, 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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 conviction during a bear market, and messing around with cyclical stocks among many more. In the second part of the show, Jason asks Jeff, "what's your market vibes, bro?" Begrudgingly, Jeff answers.
Want us to answer your questions on the next mailbag? See how to reach us below.
Get 20% Off and Free Shipping with the code SMATTERING at Manscaped.com
Companies mentioned: ATI, MELI, META, NEE, NEP, NU, OM, SOFI, STLD, TSLA, UPST, WIRE
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
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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 get it wrong, could significantly affect your ability to create the wealth you'll need later in life? In this week's episode, Jeff and Jason have an honest conversation about what they're most afraid of being wrong about.
In the second part of the show, we have a conversation about cash. How much do you really need?
Companies mentioned: AAPL, BEP, BOC, CFLT, CWEN.A, GOOG, GOOGL, MSFT, OM, TSLA
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
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
--- Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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
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
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
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
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
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
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
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
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 alone. Behavioral economics pioneer Peter Atwater has made it his mission to help more people understand the role of confidence in human decision making, outcomes, and how it's rooted in "our desire for certainty and control." In this week's show, Jeff and Jason talk with Peter about his new book, The Confidence Map: Charting a Path from Chaos to Clarity. They discuss his background, his decision to leave a successful banking career and start over at 45, and and how The Confidence Map came to be, and how it can help people make better decisions in many aspects of their lives.
In the second part of the show, Jason and Jeff share their thoughts on the book and the conversation with Peter, and how the concepts in the book can fit in the investor's toolbox.
Companies mentioned: BRK.A, BRK.B
Buy The Confidence Map on Amazon.
Peter Atwater on Twitter: https://twitter.com/Peter_Atwater
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
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
You have questions? We have answers. In this edition of our semi-regular mailbag, we took listener questions about capital scarcity, measuring CEO performance, the ongoing AI bubble, and whether Threads will prove good for Meta Technologies. We also shared a listener note describing how they've made massive financial strides in recent years.
In the second part of the show, we announce the upcoming Money Collaborative 2023 event we are doing with some of our favorite finance friends! We hope you can join us. For more details on it, visit moneycollaborative.com
Companies mentioned: AAPL, AMZN, BAH, CRWD, FTNT, META, MSFT, NVDA, OKTA, PANW, PTON, SNAP, TSM, ZS
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
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
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
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
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
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
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
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 through his struggles. The obvious follow-up? An episode about stocks! In this "back to basics" conversation, Jason and Jeff talked about what has changed, why stocks are still very important investments and offered some insights on how to invest in stocks going forward.
In the second part of the show, we answer two questions listeners have sent in recently, about a similar topic: What do you do with found money (or stocks)? Jason and Jeff discuss ways to make the most of a cash inheritance, a stock inheritance, and some ideas for how you can think about making the best decision if this unfortunate opportunity arises in your life.
Financial planning networks mentioned:
https://www.garrettplanningnetwork.com/
https://www.napfa.org/
https://www.xyplanningnetwork.com/
Companies mentioned: TGT, ABNB, BAM, BRK.A, COST, CRWD, NET, OKTA, PG, UPST, WBA, WMT
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
The past three years have been like a whipsaw for a lot of investors. After the bizarre – incredible – runup in stocks during the Coronavirus pandemic, the past 18 months have been hard. And with interest rates now high enough to make bonds a legitimate option for returns, many people find themselves in an investing environment they have never seen before.
Count Jeff in that number. In this episode, Jeff and Jason talk through all of the changes, and why it has Jeff – and likely many other new investors – questioning whether they know how to invest anymore.
In the second part of the show, we play "Jason did a thing," or as Jeff describes it, a future opportunity to discuss one of Jason's investing mistakes.
Companies mentioned: BOA, FLGT, FRC, LOB, MTB, PNC, SIVB, TFC, 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
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 Buffett, trying to better understand and decode the legendary investor's success and process. He's also been a successful investor in his own right, with an approach built around a disciplined accumulation of dominant, asset-heavy companies with industry-leading positions, resilient, profitable businesses, and room for continued growth.
Fresh off their trip to Omaha, Jason and Jeff spoke with John about Buffet and Berkshire, his process, and how he thinks about investing in the new environment.
Buffett's Alpha (referenced by John): https://www.tandfonline.com/doi/full/10.2469/faj.v74.n4.3
Find John on Twitter: https://twitter.com/JRogrow
Companies mentioned: APD, BOA, BRK.A, BRK.B, EQNR, LIN, TFC
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
Did you know that Berkshire Hathaway stock has outperformed the market since the market peak before the coronavirus pandemic? That alone makes the title of this episode a touch rhetorical, we realize, but there is a broader point about how relevant Buffett's investing style and decades of pithy advice are anymore. Ahead of the upcoming Berkshire Hathaway annual meeting, which Jeff and Jason will be attending, they discuss Buffett and Berkshire, including how the public has viewed Buffett in the past, versus how Berkshire's stock has actually performed.
In the second part of the show, we give an update on the 2023 Smattering Portfolio Contest, discuss Jason's latest stupid investment, and share some lessons we can all learn.
Companies mentioned: AAPL, AMZN, ATVI, BOA, BRK.A, FRC, HD, HOG, JPM, LMND, LOB, LOW, MSFT, ODFL, SNOW
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
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
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
When it comes to understanding human behavior, Jason has learned the value of understanding incentives. Employees and managers almost always act based on how they're compensated, even if it's not aligned perfectly with the best interests of a company or its owners. Yet, we as investors seem to make the mistake of not having our personal incentives aligned with our long-term financial goals. In this episode, Jason and Jeff discuss this complex topic and offer some examples of incentives versus goals to help you strengthen your own investing toolbox.
Companies mentioned: TSLA
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
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
(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 listeners, are the best stock pickers. Or that's what the early results of The Smattering 2023 Portfolio Contest show! In this Episode, Jeff and Jason discuss their early takes on the stocks they picked, lessons learned so far this year, and where their convictions lie going forward.
In the second part of the show, Jeff asks the question, Did Jason Just Buy a Penny Stock? Maybe. Sorta.
Companies mentioned: AMC, AMZN, ATY, BIP, BOC, BLNK, CRWD, DDOG, LMND, MELI, META, OM, TREX, TSLA, SPG, TSM, 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/Smatterfolio
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
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
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
Time for another mailbag! We answer a handful of great questions from listeners, including concerns about a dividend trap, set-it-and-forget-it investments in renewable energy, our favorite boring stocks, selling stocks on fundamentals, and more. Have questions you want us to answer on a future mailbag? Contact us via the ways below.
In the second part of the show, Jeff and Jason also share the results of The Smattering Portfolio contest, two months into the year (link below for more info on this). Have a charity you'd like us to consider for the contest? Email or DM your pitch to us!
Companies discussed: AY, BEP, CWEN/CWEN.A, EVA, HASI,NEE, NEP, ODFL, WSO
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
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), Mitch began his investing journey during the Coronavirus pandemic, and now counts picking stocks and learning about the companies he owns as one of his favorite pursuits. Jason and Jeff recently had a wide-ranging conversation with Mitch about his investing story, his many decades in comedy, and how the two overlap with one another.
Companies discussed: AAPL, AIG, BNGO, DDOG, DMTK, GOOG, NVDA, PGNY, PYPL, SHOP, TMDX, ZM
Connect with Mitch on Twitter: https://twitter.com/mitchfatel
Check out Mitch’s Website: https://www.mitchfatel.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/Smatterfolio
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
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 stocks they love, but that they hate that they love. It's a story as old as time: The portfolio gets what the heart wants.
In the second part of the show, Jeff and Jason play Change my mind, the game where they each bring a stock, and the other person has to talk them out of either buying or selling it.
Companies discussed: COIN, FLGT, LMND, MKC, NTB, TELL, UPST, 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
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 understand. In this episode, Jeff and Jason have a wide-ranging conversation with John about banks as businesses, investments, and what you need to know to get started making the most of your new-found bank knowledge – including where you can find that knowledge.
Companies discussed: AMC, AMZN, BLNK, BOC, BIP, CRWD, DDOG, LMND, MELI, META, OM, SPG, TREX, TSLA, TSM, TTD
Connect with John on Twitter
John's top 3 information sources on banks:
https://fraser.stlouisfed.org/
https://banks.data.fdic.gov/bankfind-suite/
https://www.sec.gov/edgar/searchedgar/companysearch
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
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 person may be completely wrong for someone else. There's also a good chance the number that's right for you today could change over time. In this episode, Jeff and Jason talk through this challenging topic, share their own experiences and offer some ideas for how you can find your own right answer.
Companies discussed: AAPL, CRWD, CSCO, DIS, GE, LMND, MELI, NFLX, TREX, TTD, TXN, UPST, 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
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
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 or running a business, people need something to fill their time, replace the lost companionship, and provide a sense of fulfillment. And for people planning to retire early, often you need to bridge the lost income and benefits not available until full retirement age.
Brian Withers understands these things deeply, having walked away from a high-paying corporate job in his early 50s. In this episode, Jason and Jeff talk with Brian about his experiences making an early retirement possible, how he manages his investments, and maybe most importantly, how he figured out what he was retiring to when he left the corporate world.
Looking to connect with Brian? Check out https://brianwithers.com/ and follow him on Twitter @StocksWithBrian.
Companies discussed: MELI, NFLX, LMND, HD, HUBS
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:
Find the 2023 Smattering Portfolio here:
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 stocks they came up with. In this episode, they discuss the things they focused on, the characteristics they prioritized in the companies they chose, and most importantly, what they learned about themselves as investors as a result. Can this framework help you invest better? Another tool for your investing toolbox.
Companies discussed: BN, BOC, CRWD, DLR, ETSY, HD, LOW, MELI, OM, TREX, TSM, TTD, ZM
We would love feedback on the show, and your five stocks for 10 years. 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
People do two things every year: Make resolutions, and then promptly fail to achieve them. When it comes to financial resolutions, it's usually because they are too vague and not actionable, and people don't really plan for success. In this episode, Jason is joined by financial planner and investor Matthew Frankel, CFP®, to discuss why people fail at resolutions, and what they can do to move from resolution to productive and successful plans.
If you're looking to learn more from Matt, you can find him on twitter at @MattFrankelCFP and on YouTube at youtube.com/MattFrankelCFP.
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
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 2023.
Companies mentioned: AMZN, BIP, LCID, NEE, OXY, SBUX, TGT, TSLA, WMT
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
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
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
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
Between financial media built to attract and retain audiences often using sensationalist headlines and hype, and a financial services industry built for the uber-wealthy, it can feel inaccessible for individuals. In this episode, Jeff and Jason have a conversation with engineer-turned investor and analyst, Tyler Crowe, about cutting through the noise and focusing on your goals to build wealth. As Tyler describes it, investing for humans.
You can find Tyler on Twitter at @Tyler_M_Crowe
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
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 important topic and talk through their own emotions, how they impact their decisions, and what they do to combat -- and leverage their emotions to be better investors.
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
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Even the best investors make mistakes. In this episode, Jason and Jeff discuss their biggest investing and personal finance mistakes and what they learned from them.
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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 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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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 frameworks to weather the storm.
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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 patient during earnings season.
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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
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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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode, Jason and Jeff tell the stories of what made them the investors they are today.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
In this episode, Jason and Jeff discuss some listener questions about I Bonds and position sizing in a stock portfolio.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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 Peloton. In this episode Jason and Jeff discuss Jason's two worst investments, and share some lessons that can help you avoid making similar mistakes.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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 for the next market downturn.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
Jason and Jeff discuss the rising interest rate environment and what it means for stocks and the return investors can expect.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
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 determine if they're news or noise.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app
This is The Smattering Podcast, where we ask the questions that matter to investors.
This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app