In this episode of Investing Unscripted, Jason and Jeff welcome Joel from the How to Money podcast. They discuss the journey to financial wisdom, the influence of early experiences on Joel’s money mindset, and the importance of finding a balance between enjoying life and saving for the future. Joel shares insights on starting early with investing, the psychology of money, and the value of learning from mistakes.  You can check out the How to Money Podcast wherever you get your podcasts, or...

In this episode, Jason and Jeff discuss the potential for a market crash in 2025, exploring various factors that could contribute to such an event. They differentiate between market crashes and economic recessions, define what constitutes a market drawdown, and analyze current market valuations. The conversation also touches on geopolitical risks, investor psychology, and strategies for preparing for potential market downturns.  Companies mentioned: ENPH, GM, NVDA, SOFI, PTON, QS,...

In this episode, Jason and Jeff welcome the co-founder of My Wall Street, Emmet Savage. Emmett shares his investment journey, starting from his family's early experiences with the stock market to his lessons learned during the dot com bubble. He discusses the evolution of investing in the internet age, the importance of learning from mistakes, and the founding of his investment platform, My Wall Street. The conversation highlights the transformative power of investing and the community that...

It’s the November First Friday livestream…and it was actually on the first Friday! Jason and Jeff talk about the Mag 7 companies, debate Roku’s decision to stop reporting important metrics, discuss recent earnings, and take live viewer questions. Join us on the first Friday of each month live on YouTube. Companies mentioned: AMZN, BAM, CFLT, GOOG, GOOGL, LMND, META, MSFT, OKTA, OM, PYPL, RKLB, SOFI, SQ, TMDX ***************************************** Subscribe to our portfolio on Savvy...

It’s the October mailbag! This month, Jason and Jeff answer questions about the importance of maintaining cash reserves, insights on investing in individual stocks through 401k plans, strategies for valuing high-growth companies, the role of ethical considerations in investment decisions, and more. Do you have a question for the mailbag? Send it to the show at the email below or on social media. Companies mentioned: AER, BA, ENPH, FTAI, HEIC,...

In this episode of Investing Unscripted, Jason and Jeff explore the balance between the amount of research investors should conduct and the effectiveness of that research. They discuss the differences between retail and professional investors, the importance of time in making investment decisions, and the potential pitfalls of over-researching.  Companies mentioned: AAPL, GE, ISRG, MELI, MSFT, NVDA, PTON, PYPL ***************************************** Subscribe to our portfolio on Savvy...

In this episode Jason and Jeff delve into Jeff's evolution as an investor, discussing the changes in his decision-making process, the psychology behind buying and selling stocks, and the importance of patience and discipline in investing. They explore how Jeff's approach has shifted from impulsive buying to a more thoughtful strategy, emphasizing the significance of understanding the underlying businesses and managing expectations during downturns. The conversation also touches on the...

On the October Livestream, Jason and Jeff take listener questions, discuss Tesla's recent Cybercab prototype reveal, preview the upcoming earnings season, and review the 2024 Portfolio Contest results for Q3. Companies mentioned: AMZN, ASML, BOC, CFLT, CRWD, LOB, NVDA, OM, PYPL, SOFI, TSLA, TSM, TXN ***************************************** Subscribe to our portfolio on Savvy Trader at:...

In this episode of Investing Unscripted, Jason and Jeff delve into the nuances of stock investing, discussing the merits of exploring numerous investment ideas versus deeply analyzing a select few. They emphasize the importance of leveraging personal expertise and networks to discover stock opportunities, while also cautioning against the pitfalls of relying solely on stock screeners. The conversation highlights the significance of due diligence in evaluating stock ideas and the need for a...

In this episode of Investing Unscripted, Jason and Jeff discuss their current portfolio allocations, the transition towards fixed-income investments, and the behavioral aspects of investing. They reflect on their financial goals, and strategies for selling stocks, and provide insights into their top and bottom holdings. The conversation emphasizes the importance of understanding market dynamics and making informed decisions based on long-term...

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,...

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:...

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...

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:...

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:...

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,...

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:...

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...

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:...

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,...

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: [email protected] Twitter: @investingpod Check out our YouTube channel for more...

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:...

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: [email protected] Twitter: @investingpod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ***************************************** Find the 2024...

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:...