Investing Unscripted
By Jason Hall and Jeff Santoro
If you have feedback for the show, you can email investingunscripted@gmail.com or follow the show on Twitter: @InvestingPod
Subscribe to our newsletter: investingunscripted.beehiiv.com/subscribe
Investing UnscriptedAug 12, 2023
101. Averaging Up: When Overvalued Stocks Really Aren’t
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
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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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
100. Private Equity with Tim Hanson
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.
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You can find Permanent Equity here: https://www.permanentequity.com/
Connect with Tim on Twitter here: https://twitter.com/timhanso
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
99. Investing Unscripted Portfolio Contest Q1 Review
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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
First Fridays 6: April 2024
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/
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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:
98. Bestselling Author of The Warren Buffett Way: Robert Hagstrom
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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
97. March 2024 Mailbag
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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
Rough Cut 10: Jason's Cash Mistake?
Jason increased the cash in his portfolio at an inopportune time. Jeff and Jason discuss this decision and what it means moving forward.
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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
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
96. Finding Winning Stocks in 2024 With Simon Erickson
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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
95. Stocks in 2024: The Shortest Leash
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:
94. Politics, Investing, and Bias
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
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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:
First Fridays 5: March 2024
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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
93. February 2024 Mailbag
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
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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:
92. Narrative Versus Numbers In Investing
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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
91. Chris Hill on Investing, Markets, and Podcasts
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
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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.
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
90. Stocks in 2024: Knowing What You Don’t Know
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:
First Fridays 4: February 2024
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
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Email: thesmatteringshow@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
89. Building a Successful Investing Framework
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
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Email: thesmatteringshow@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
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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
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Find the 2024 Portfolio Contest here:
https://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
88. January 2024 Mailbag
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
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Email: thesmatteringshow@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
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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
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Find the 2024 Portfolio Contest here:
http://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
87. Andrew and Dave from The Investing for Beginners Podcast
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
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Email: thesmatteringshow@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
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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
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Find the 2024 Portfolio Contest here:
http://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
86. When Should You Stop Investing?
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
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Email: thesmatteringshow@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
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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
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Find the 2024 Portfolio Contest here:
http://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
First Fridays 3: January 2024
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
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Email: thesmatteringshow@gmail.com
Twitter: @InvestingPod
Check out our YouTube channel for more content:
https://www.youtube.com/@InvestingUnscripted
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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
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Find the 2024 Portfolio Contest here:
http://tinyurl.com/2024contest
Find the 2023 Portfolio Contest here:
85. Investing Unscripted 2024 Portfolio Contest
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:
84. Reckless Predictions for 2024
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:
Chit Chat Money - The State of the Luxury Industry With Sleepwell Capital and Leandro from Best Anchor Stocks
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!
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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.
Rough Cut 9: Hot Takes on Jeff's Portfolio
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:
83. December 2023 Mailbag
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:
82. Misfit Alpha: The Best Stocks You’ve Never Heard Of
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:
First Fridays 2: December 2023
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:
81. Stocks, Venture Capital, and Why it Matters to You
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:
Rough Cut 8: An Important Announcement!
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:
80. How Well Do You Know Your Stocks?
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:
79. November Mailbag
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:
First Fridays: November 2023
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:
78. Investing With Kids with Robert Brokamp
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:
Rough Cut 7: The Fear of Not Knowing Stuff
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:
77. Investing For Kids With Robert Brokamp
Every parent wants to help their children have the opportunities for a better life than their own. And whether it's saving for their education, helping them learn to manage their own finance and invest, it can feel daunting. In this episode – the first of a two-part series – Jeff and Jason talk with Robert "Bro" Brokamp, CFP ® an expert on all things personal finance and money, longtime senior advisor at The Motley Fool, and the editor of the Rule Your Retirement newsletter. This week, Bro helps us understand all of the various financial tools available, breaks down when you should start saving and investing for your kids (hint: sooner than you think) as well as some important mistakes to avoid, like saving for a kid's education at the cost of your own retirement savings.
In the second part of the show, Jason and Jeff share their reactions to their conversation with Bro, and their own experiences saving and investing for their own kids.
Resources mentioned:
https://www.savingforcollege.com/
Companies mentioned: HD, SBUX
We would love feedback on the show. Share with us at:
Email: thesmatteringshow@gmail.com
Twitter: @smatteringshow
Check out our YouTube channel for more content:
https://www.youtube.com/@TheSmatteringShow
Find the 2023 Smattering Portfolio here:
76. Stocks That Scare Us
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:
Rough Cut 6: Jason Was Wrong About Netflix
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:
75. Should Stock Investors Lower Their Expectations?
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:
74. Investing With a Pro: Alex Morris of TSOH Investment Research Service
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:
Rough Cut 5: Read, People!
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 the 2023 Smattering Portfolio here
73. Smattering Portfolio Q3 Review
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:
72. September Mailbag
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
Rough Cut 4: Housing Sucks And It's Your Fault
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
71. What Are You Most Afraid You're Wrong About?
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:
Rough Cut 3: Don't Be a Bag Holder
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
70. Bill Mann: International Man of Weirdness
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
69. What My Job Taught Me About Investing
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
Rough Cut 2: The Big Coke Lie
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
68. The Magnificenter 7
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