Investing Unscripted

Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share their thoughts on portfolio management and future investment strategies. 02:33 Discussing the Mailbag and Listener Engagement 04:09 Starting the Stock Discussion: Mercado Libre 05:54 Deep Dive into Mercado Libre's Performance 18:31 Exploring Lemonade and...

Jason and Jeff discuss cryptocurrencies, delve into financial strategies like options trading, and take questions from the audience about market trends, the housing market, and more. 00:32 3D Printing and Future Technologies 03:07 AI and Investment Predictions 06:46 Market Vibes and S&P 500 Discussion 15:13 Investment Strategies and Options Trading 20:43 Economic Outlook and Rate Cuts 32:21 Crypto...

Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation. 02:40 – Reflections on the past year 04:45 – Interest rates, tariffs, and recurring macro themes 07:20 – The Fed, rate cuts, and market reactions 13:00 – How macro noise impacts personal investing decisions 15:20 – Homebuilders,...

Jason and Jeff welcome Dan Otter from 403bwise.org to discuss the difficulties educators face with 403(b) retirement plans, how to advocate for better options, and strategies for navigating and improving these retirement plans. 02:27 Dan Otter's Origin Story 05:35 The Problem with 403(b) Plans 15:26 The Importance of Fiduciary Standards 21:41 Understanding Expense Ratios in Index Funds 22:07 Hirin...

Understanding Risk: International Investing Insights with Tyler Crowe In this month's Misfit Monthly Episode, Jason Hall and Tyler Crowe delve into the concept of risk in investing. They discuss the broad definitions and perceptions of risk, focusing particularly on the differences between volatility and the probability of permanent loss of capital. The conversation also explores the common view t...

Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples. 01:02 Understanding the Broken Thesis 03:07 Evaluating Investment Theses 09:03 Case Study: The Trade Desk 19:46 Case Study: Boston Omaha 24:26 The Broken Thesis: A Personal Experience 25:11 TPI Composites: A Case Study in Bankr...

In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest. 01:21 Viewer Interaction and Comments 02:50 Market Vibes and Economic Outlook 15:50 Earnings Season Insights 25:31 Confluent and Outset Medical Discussion 33:07 Investment Strategies and Position Sizing 35:34 Unit...

Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out. 01:27 Airbnb Investment Discussion 02:38 Airbnb's Future and CEO Analysis 05:15 Challenges and Opportunities for Airbnb 13:52 Successful Business Transformations 14:31 Amazon's Strategic Moves 2...

Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college. 00:54 Understanding 403(b) and Investment Strategies 02:49 Balancing Tax-Deferred and Taxable Accounts 11:45 Emergency Funds and Financ...

Jason and Jeff dive into diverse investing questions from listeners and their Patreon members, offering insights on holding stocks in a bear market, the benefits of dividend stocks, the impact of macroeconomic factors like inflation on investment philosophy, and more, while also sharing personal anecdotes and practical advice. 00:19 Mailbag Episode Introduction 00:57 Question 1: Holding Stocks in...

Jason and Jeff interview Nick Maggiulli, author of 'The Wealth Ladder,' discussing different levels of wealth, personal finance strategies, and the role of income and investments in building wealth over time. 00:25 Introducing the Guest: Nick Majuli 02:29 Nick Maggiulli’s Background and Journey 05:44 The Importance of Income in Wealth Creation 09:38 The Wealth Ladder: Levels and Strategies 16:03 F...

In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape. 01:28 The Concept of Investing Therapy 03:49 Understanding Market Bubbles 07:03 The Dot-Com Bubble and Its Lessons 09:12 Comparing AI to Past Bubbles 15:33 The Role of Investor Psyche in...

Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do differently if they had to start their investment journeys from scratch today. 00:36 Starting from Scratch: A New Investor's Journey 01:33 Reflecting on Past Mistakes and Learning 02:37 Investing in Your Early Twenties vs. Now 03:19 Adapting Investment...

In this month’s livestream, Jason and Jeff discuss the Q2 portfolio contest winner, the recent performance of SoFi and QuantumScape, and share their economic predictions amidst ongoing tariff talks. 00:32 First Friday Live Stream Tradition 01:16 Engaging with the Audience 01:27 Investing Unscripted 2025 Portfolio Contest 02:44 Discussing Rocketing Stocks: SoFi and QuantumScape 04:13 SoFi: A Deep D...

Jason and Jeff discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation includes their own investment journeys and how portfolios can become more concentrated over time.  01:36 Main Topic: Concentration vs Diversification 01:43 Warren Buffett vs Peter Lynch 03:38 Berkshire Hathaway's Portfolio 04:48 Personal Investment Strategi...

Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades.  00:15 The Origin of Today's Topic 00:53 Balancing Short-Term Information with Long-Term Goals 02:17 John's...

Jason and Jeff welcome Alex Morris, a second-time guest and author of 'Buffett and Munger Unscripted.' The trio discusses the significance of Berkshire Hathaway meetings and the making of Alex's book. They delve into Warren Buffett's and Charlie Munger's investment philosophies, the evolution of their strategies, and how individual investors might apply these lessons.  01:03 Introducing the Guest:...

Jason and Tyler discuss market efficiency, referencing Cliff Assnes's paper on the 'Less Efficient Market Hypothesis.' They explore value investing, the influence of social media on market behavior, and strategies for individual investors. The hosts emphasize the importance of exploring under-the-radar stocks and maintaining a mix of index funds and individual picks, advocating for thoughtful, lon...

Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, strategies for navigating market volatility, and offer...

It’s the June First Fridays (on the second Friday) and we discuss the economic impact of recent global events, ethical considerations in investing, the potential implications of tariffs, and interact with our live audience. Subscribe to our Patreon to get notified of the next livestrem. 02:16 Discussing Recent News Events 04:17 Ethics in Investing 13:15 Community Shoutouts and Comments 18:45 Marke...

Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times. 02:29 Market Trends and Personal Portfolio Insights 07:26 Tariffs and Their Impact on the Market 17:28 Investor Strategies and Market Reactions 24:54 Reflecting on Market Timing and Cash Management 25:48 Changing Inve...

Is it getting harder to find an edge as an investor? Jason and Jeff discuss the increasing availability of financial education and whether this shift impacts the traditional edge held by long-term investors.  01:31 Today's Topic: Finding an Edge in Investing 01:47 Ben Carlson's Insights on Smart and Dumb Money 05:01 Defining Smart Money vs. Dumb Money 05:53 Retail Investors and Market Dynamics 06:...

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme US political moves on the stock market, evaluate the risks and rewards of investing in Enphase Energy amidst recent legislative changes, and more.  01:43 Addressing Criticisms and Mailbag Introduction 02:28 Comparing Google and America 03:49 Politica...

Jason and Jeff announce the launch of their Patreon page to build a dedicated community for their listeners. The episode covers the motivations behind the move, benefits for subscribers, including access to a Discord community, exclusive content, and the importance of having a network of like-minded investors. They also discuss their journey in the investing community and how it has shaped their i...

ason and Jeff challenge well-known investing advice to determine if it fits every individual circumstance. They discuss personal experiences and observations on topics such as when to hold cash, the relevance of Warren Buffett's advice for average investors, the importance of investing within one's circle of competence, and the nuances of managing risk and debt.  01:35 Reflecting on the Omaha Trip...