Powered by RND
PodcastsBusinessInvesting Unscripted

Investing Unscripted

Jason Hall and Jeff Santoro
Investing Unscripted
Latest episode

Available Episodes

5 of 206
  • First Fridays 21. July 2025
    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 Tradition01:16 Engaging with the Audience01:27 Investing Unscripted 2025 Portfolio Contest02:44 Discussing Rocketing Stocks: SoFi and QuantumScape04:13 SoFi: A Deep Dive16:22 QuantumScape: The Future of Solid-State Batteries30:41 Balancing Index Funds and Individual Stocks33:22 Retirement Stock Strategies34:02 Conviction in Individual Stocks35:04 Best Performing Stocks Discussion36:42 Portfolio Contest Review40:30 Charity Donation Announcement43:05 Economic Predictions and Tariffs50:19 Portfolio Adjustments and Crypto Thoughts55:28 Dividend Stocks and REITs58:37 Retail Investors and Market SpeculationCompanies mentioned: NVDA, SOFI, QS*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
    --------  
    1:02:30
  • 161. Concentration vs. Diversification
    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 Diversification01:43 Warren Buffett vs Peter Lynch03:38 Berkshire Hathaway's Portfolio04:48 Personal Investment Strategies07:23 Temperament and Risk Tolerance10:42 Portfolio Management Examples19:52 Learning Through Experience24:18 Learning from Mistakes24:40 Starting with ETFs25:47 Mindset and Risk27:32 Diversification Strategies33:47 Portfolio Management42:56 Listener Engagement and ResourcesCompanies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
    --------  
    45:12
  • 160. Finding Long-Term Value With Short-Term Tools
    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 Topic00:53 Balancing Short-Term Information with Long-Term Goals02:17 John's Suggestion and Our Approach04:44 Identifying Long-Term Value Drivers05:03 Secular Tailwinds and Industry Analysis06:44 Challenges in Renewable Energy and EVs11:18 Competitive Advantages in Investing13:55 Economic Moats and Market Disruptions23:23 Resilience to Economic Conditions28:03 Healthcare Technology and Long-Term Trends31:50 Discussing Intuitive Surgical's Long-Term Growth36:06 Amazon's Strategic Spending and Long-Term Vision39:00 Meta's Year of Efficiency and Market Recovery40:03 Evaluating Enphase and CrowdStrike's Market Position52:56 Investment Strategies and Portfolio ExamplesCompanies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
    --------  
    59:34
  • 159. Alex Morris: Buffett and Munger Unscripted
    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: Alex Morris02:05 Discussing Alex's Book: Buffett and Munger Unscripted06:07 Insights on Berkshire Hathaway and Investing09:52 Buffett and Munger's Investment Philosophy14:29 Personal Reflections on Investing20:15 The Future of Berkshire Hathaway23:21 The Challenge of Excess Cash24:37 Buffett's Cash Philosophy25:33 Future of Berkshire's Capital Allocation36:23 The Influence of Buffett and MungerCompanies mentioned: AAPL, BRK.B, KO, MRKL*****************************************Join our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
    --------  
    47:28
  • Misfit Monthly 4: Jeff Was Right
    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, long-term investment strategies.01:03 Discussing the Previous Episode: Finding an Edge01:29 The Less Efficient Market Hypothesis08:06 Efficient Market Theory Explained13:05 Growth vs. Value Investing19:47 The Influence of Social Media on Investing27:08 Misfit Alpha and Investing StrategiesLink to Cliff Asness' report: https://www.aqr.com/Insights/Perspectives/The-Less-Efficient-Market-Hypothesis *****************************************Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.socialJoin our PatreonSubscribe to our portfolio on Savvy Trader *****************************************Email: [email protected]: @InvestingPodCheck out our YouTube channel for more content: ******************************************To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted******************************************Listen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTube******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
    --------  
    36:28

More Business podcasts

About Investing Unscripted

This is The Investing Unscripted Podcast, where we ask the questions that matter to investors. If you have feedback for the show, you can email [email protected] or follow the show on Twitter: @InvestingPod Subscribe to our newsletter: https://investingunscripted.beehiiv.com/subscribe
Podcast website

Listen to Investing Unscripted, Ideas That Matter Podcast by Vusi Thembekwayo and many other podcasts from around the world with the radio.net app

Get the free radio.net app

  • Stations and podcasts to bookmark
  • Stream via Wi-Fi or Bluetooth
  • Supports Carplay & Android Auto
  • Many other app features
Social
v7.21.1 | © 2007-2025 radio.de GmbH
Generated: 7/14/2025 - 8:33:39 PM