Investing Unscripted

• 177. October 2025 Mailbag

  Jason and Jeff answer listener questions about Pinterest stock, the nature of individual stock-picking, their financial goals, favorite podcasts, and Halloween candies on this episode of Investing Unscripted.01:14 Analyzing Pinterest as an Investment03:24 The Challenges of Monetizing Pinterest10:10 Listener Question: Are Stock Pickers Narcissists?23:09 Determining Financial Goals24:33 Understanding Retirement Income Needs25:16 The 4% Rule Explained26:56 Building Healthy Financial Habits27:51 Personal Investment Strategies29:50 Reflecting on Long-Term Investment Returns30:40 Fun Questions: Podcasts and Halloween Candy34:24 Investing in Candy CompaniesCompanies mentioned: HSY, MDLZ, NSRGY, PINS*****************************************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******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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• 176. Moats Don’t Exist

  Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.01:25 Debating the Existence of Moats04:01 Intangible Asset Moats: Apple and Nike15:12 Pharmaceutical Moats and Patent Protection16:42 Cost Advantages and Efficient Scale24:13 Amazon's Distribution Network Moat24:44 The Amazon Shopping Experience26:05 Amazon's Cost Advantage and Business Model28:18 Switching Costs and Market Stickiness29:12 Shopify's Role in E-commerce31:15 The Risk of Complacency in Companies with High Switching Costs36:59 Network Effects in Business43:55 The Importance of Competitive AdvantagesCompanies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V*****************************************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******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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• 175. Are You Ready to Retire, Bro?

  Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases.00:48 Introducing the Guest: Robert Brokamp01:31 Previous Episodes and Listener Feedback02:32 Retirement Planning for New Adults04:51 Maximizing Employer Match Contributions09:25 Roth vs. Traditional 401(k)13:21 Pensions and Retirement Income21:46 Retirement Lifestyle and Planning25:56 Emergency Funds and Cash Management27:14 Living in Uncertainty: The Need for a Backup Plan27:47 Retirement Savings: Stocks vs. Cash28:02 The Importance of Cash in Volatile Markets29:46 Approaching Retirement: Adjusting Your Portfolio30:55 Building a Cash Cushion and Transitioning to Bonds33:02 Understanding Bonds: Funds vs. Individual Bonds36:01 The Impact of Interest Rates on Bonds44:51 Holding Stocks in Retirement49:21 Required Minimum Distributions and Tax Strategies50:51 Finding Joy in Work and Retirement*****************************************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******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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• 174. Market Crash 2026 (Ominous Music)

  Jason and Jeff discuss the potential for an upcoming market crash in 2026, reflecting on last year's predictions, and explore the impacts of AI investment, interest rates, inflation, and tariffs on the market, providing insights on how to adjust investment strategies in uncertain times.01:55 Reflecting on Last Year's Market Crash Predictions06:09 The AI Boom and Market Speculation14:37 Interest Rates and Economic Concerns24:06 Economic Stability and Employment24:23 Impact of AI on Entry-Level Jobs24:55 Government Shutdown and Unemployment25:43 Inflation and Tariffs30:27 Investment Strategies and Market Predictions30:52 Savvy Trader Portfolio Insights32:28 Long-Term vs Short-Term Investment Goals37:37 Practical Uses of AI in Investing40:06 Preparing for Market CrashesCompanies mentioned: CRWV, MSFT NVDA *****************************************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******************************************The Smattering Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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• First Fridays 24: October 2025

  In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains.04:32 Market Trends and Economic Uncertainty08:40 Stock Talk: QuantumScape and Investment Strategies29:13 Ducati's Quantum Leap29:36 Corning Partnership Boosts Stock30:26 Investor Concerns and Market Reactions31:53 Speculative Investments and Market Sentiment35:06 Strategies for Managing High-Performing Stocks38:07 Balancing Portfolio and Trimming PositionsCompanies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA*****************************************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

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