Investing Unscripted

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets.  00:48 Ben Carlson's Career J...

Jason and Jeff discuss the current market volatility amidst new tariff announcements by President Trump, providing real-time reaction to the whipsaw market behavior and share their strategies for navigating this uncertain period. Jason details his use of options to manage risk and build positions, while Jeff focuses on sticking to his established investing framework. They also explore the implicat...

It’s the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications for investors. They emphasize sticking to tried-and-true investment frameworks, especially amidst market volatility. They also dive into recent IPO CoreWeave and talk about the Q1 winner of the 2025 portfolio contest. 01:28 Planning for the Berkshire Ha...

Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternative investment strategies, such as the Calamus ETFs...

Jason and Jeff discuss The Trade Desk (TTD). They delve into the company's recent quarterly underperformance, the reasons behind its stock drop, and their approach to decision-making in turbulent times. 00:20 Savvy Trader Portfolio Overview 01:15 Focus on The Trade Desk 02:37 The Trade Desk's Recent Performance 04:26 Understanding The Trade Desk's Business Model 07:17 Challenges and Future Outlook...

Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and address the challenges and risks associated with housin...

Jason and Jeff discuss the financial lessons they wish they could share with their younger selves. Topics include the importance of understanding compounding interest, automating investments, paying yourself first, and avoiding the pitfalls of cashing out retirement accounts early. They also explore income strategies, mindful spending, and the need to gradually de-risk as retirement approaches.  0...

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

In the second episode of Misfit Monthly by Investing Unscripted, Jason and Tyler explore the concept of the 'too hard pile' in investing—companies and sectors that are challenging to understand or outside one's expertise. They discuss the value of intellectual curiosity, the importance of knowing one's limits, and strategies to gradually expand one's circle of competence.  02:18 Understanding the...

Jason and Jeff delve into an honest discussion about stocks in their portfolios. The focus is on Enphase, Live Oak Bank, Ryman Hospitality Properties, and MercadoLibre, analyzing their performance, core business operations, key performance indicators, and potential risks. They discuss their investment theses and whether they would buy these stocks today, considering current market conditions. 03:5...

In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They address audience questions, discuss their most recent stock purchases (Costco for Jeff), and touch upon the use of AI for stock research. Join us on the first Friday of the month (usually) live on YouTube. 04:55 Market Overview and NASDAQ Analysis 06...

Jason and Jeff delve into the complexities of stock valuation. They examine valuation metrics such as price-to-sales, price-to-earnings, and price-to-free cash flow, discussing how they can provide critical insights into investment decisions. They also highlight the importance of considering both historical and forward-looking financial data, and how different types of companies, from high-growth...

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing stocks that have skyrocketed in value.  01:52 Mailba...

In this episode, Jeff and Jason welcome Chris Hill, renowned podcaster and former Motley Fool Money host, to the show. Chris discusses his new podcast venture, 'Money Unplugged,' which dives into individuals' emotional relationships with money. They explore the importance of understanding one's own risk tolerance and the nuances of financial media headlines. 01:18 Introducing Chris Hill and His Ne...

Welcome to the inaugural episode of Misfit Monthly, brought to you by Investing Unscripted! Join Jason Hall and Misfit Alpha creator Tyler Crowe as they dive into Misfit Alpha, Tyler's investing journey, his methods for finding under-the-radar stocks, and the thematic lessons he's learned profiling nearly 100 'Misfit' companies. They also touch on the importance of management incentives, and commo...

In this episode, Jason and Jeff discuss the volatility and uncertainty in the current market, influenced by factors like tariffs, AI developments, and geopolitical tensions. They delve into the impact of recent events on market performance and the psychological challenges investors face, advocating for long-term, goal-oriented investment strategies and emphasizing the importance of a solid framewo...

Jason and Jeff answer questions live during their February First Fridays livestream. Join us live on YouTube at 4 pm on the first Friday of every month, except for when it’s on the second Friday. 03:55 Investing Unscripted: Monthly Recap 08:50 AI and Market Reactions 22:50 AI in Everyday Life 32:46 AI in Sales: Automation and Efficiency 34:33 AI in Contract Review: Real-World Applications 36:48 Th...

In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implicati...

In this episode, Jason and Jeff delve into common investing myths and the wrong lessons investors often learn. They explore topics like the misconception of 'house money,' the pitfalls of selling based on short reports, and why avoiding risky stocks entirely can be a mistake. They also discuss the dangers of averaging down without rationale and emphasize the importance of understanding the busines...

It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you’d like answered? Send it to us anytime! 01:21 Listener Appreciation and Feedback 08:29 Rebalancing and Diversification Strategies 14:35 Preferred Shares: A Worthwhile Investment? 25:02 Understanding...

Jason and Jeff discuss the importance of revisiting the fundamentals of investing as we enter the new year. They highlight why it's crucial to know your financial goals, understand what you own, and make informed decisions about buying and selling stocks. 01:34 Back to Basics: Investing Fundamentals 02:06 Listener Engagement and Feedback 04:38 The Importance of Financial Goals 08:05 Understanding...

In this episode, Jason and Jeff are joined by investing expert Jeff Fisher. They dive into the world of options trading, discussing beginner strategies such as covered calls and selling puts, as well as more advanced techniques like synthetic longs. The conversation covers the importance of starting with a solid equity foundation, managing risk, and the nuances of using options in various account...

It’s our first First Fridays livestream of 2025. Join us live on YouTube on the first Friday of every month, except when it’s the second Friday. Or maybe the third Friday? 01:12 Live Stream Kickoff and Introductions 02:21 2024 Portfolio Contest Overview 08:07 2024 Contest Winners Announcement 14:23 Reflections on 2024 and Lessons Learned 25:35 Tesla's Delivery Numbers and Market Insights 38:47 Und...

In this New Year's episode, Jason and Jeff discuss their past year's investing journies, and they explore their evolving strategies, including transitioning to more conservative investments, learning opportunities, and the importance of dividend-paying stocks. They share insights on successful investment principles, the role of pensions, tax loss harvesting, and setting realistic long-term financi...

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