Investing Unscripted

In this episode, Jason and Jeff tackle the often-misunderstood world of fixed income to answer a critical question: Should you still own bonds? The hosts break down exactly why bond funds were decimated in 2022, the mechanics of the inverse correlation between interest rates and bond prices, and the vital difference between holding bond funds versus holding individual bonds to maturity. Finally, they explore why the current 5% yield environment makes fixed income a compelling wealth-preservation tool for investors looking to lock in their gains from the AI stock boom.

01:27 Soccer Versus Baseball

04:10 Why Bonds Now

05:36 Patreon Shoutouts

07:46 Rates Inflation And Stocks

15:07 Bond Crash Explained

19:42 Bond Funds Versus Bonds

21:31 Stocks Bonds And Allocation

23:26 Bonds Risk Basics

24:46 Why Bonds Now

25:30 Rates Perspective Shift

28:11 Fixed Income Case

30:22 Interest Rate Risk

32:18 Bond Types Explained

34:44 Junk Bond Reality

36:51 Bonds Versus Cash

38:30 Duration And Timeframes

42:32 Target Date Simplicity

45:34 Bond Selloff In Context

47:19 Yield Math Matters

49:54 Wrap Up And Disclaimers

Companies mentioned: AAPL, BND, BRK.B, HD, MCD, META, MSFT, TJX

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices

In this completely unscripted episode, Jason and Jeff tackle the broad economic vibes surrounding the market’s resilience despite mounting geopolitical and macroeconomic uncertainty. The duo debates whether the normalization of sports betting and prediction markets is quietly threatening the culture of long-term stock investing. Plus, they unpack the complicated psychology of adding to massive winners, analyzing why Jason is considering a starter position in Broadcom despite its stretched valuation, and evaluating whether QuantumScape’s latest manufacturing pivots are a sign of commercial maturity or a yellow flag for a cult stock.

00:52 Show Vibe and Housekeeping

03:04 Market Vibes and Expectations

07:14 Gambling Culture Concerns

11:30 AI Fatigue and Speculation

16:43 Radar Stocks and Idea Generation

21:06 QuantumScape Deep Dive

24:40 Concerns About Cult Stocks

27:06 Covered Calls Rules

28:12 QuantumScape Shares Trap

29:21 When Not To Sell Calls

31:13 Meme Stock Vibes

32:30 QuantumScape Bull Case

35:14 Go To Market Pivot

38:40 Broadcom AI Thesis

43:31 Valuation And DCA

45:36 VMware Buffer Debate

47:49 Long Term AI Outlook

51:25 Podcast Plug And Wrap

Companies mentioned: AAPL, ASML, AVGO, BE, CMCSA, CSCO, DIS, GOOG, GOOGL, META, MSFT, NVDA, PLUG, QS

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices

In the October 2026 First Fridays live stream, Jason and Jeff explore the broader macro vibes surrounding corporate fraud and regulatory boundaries, contrasting today's headlines with the Wild West of 1920s Wall Street. The duo unpacks CareTrust REIT's massive $1.2 billion expansion into the UK, evaluating the enduring power of the "aging baby boomer" demographic tailwind. Later, they debate how quickly "agentic AI" will disrupt e-commerce habits for companies like Amazon and Airbnb, and dissect why Zoom's shrinking enterprise base makes the stock virtually uninvestable despite its free cash flow.

01:56 Wrigley Field Promo Clip

02:52 Chat Greetings and Baseball Talk

06:30 Market Vibes Everything Is Fraud

08:04 Incentives and Man City Case

12:39 Old Wall Street Fraud History

17:29 CareTrust REIT UK Expansion

18:13 Why CareTrust Has Won

23:31 UK Healthcare and Capital Allocation

24:27 Selling CTRE and REIT Rate Sensitivity

26:25 Rates Hit REIT Valuations

27:14 Realty Income vs Diversifying

29:30 Why O Acts Like Bonds

31:31 CareTrust Growth Angle

32:45 REITs vs Bonds and T Bills

34:06 Cost of Capital Explained

37:30 Dividend Growth Comparison

38:39 Agentic AI Shopping Threat

45:58 Ads Trust and New Models

49:31 Zoom Stock Long Term View

54:52 Portfolio Contest and UNICEF

Companies mentioned: ABNB, AMZN, BKNG, CTRE, O, RMD, TJX, ZM

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

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

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices

In this September 2026 Mailbag, Jason and Jeff tackle listener questions on when it makes sense to "average up" on massive winners, analyzing David Gardner’s contrarian approach to building a Rule Breaker portfolio. The hosts then explore the specific valuation and counter-cyclical margin arguments behind Jason's recent purchase of The TJX Companies, and debate the psychology of co-managing spousal IRAs. To close the episode, the duo reviews listener submissions for a "5 Stocks for 10 Years" portfolio, ultimately drafting their own hypothetical decades-long portfolios from the audience's picks.

02:03 Patreon Shoutout

03:07 Rapid Fire Housekeeping

04:15 Mailbag Begins

04:58 Double Down Winners

16:50 TJX Valuation Debate

24:42 ResMed Growth Outlook

28:20 When to Take Profits

29:56 When Valuation Matters

31:50 Couples Managing IRAs

34:49 Risk Across Net Worth

38:18 Spreadsheets And Aggregation

43:06 Five Stocks For 10 Years

44:19 Discord Picks Breakdown

48:23 Picking Five From The List

Companies mentioned: AER, AMZN, ASML, AXON, BAM, BN, BRK.B, COST, CVX, ISRG, LLY, LMND, MA, MEDP, META, RBRK, RMD, SBUX, TBBB, TJX, TSM

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices

Jason and Jeff pull back the curtain on their Savvy Trader portfolio to examine the core mechanics of long-term portfolio construction. Using real-world examples from their own holdings, the hosts debate the discipline required to let a multi-bagger winner run versus the psychological battle of confronting a 70% drawdown. They tackle the dangerous allure of the sunk-cost fallacy, evaluate whether high-growth portfolios actually benefit from defensive "ballast" stocks, and break down how position sizing can keep single-stock blowups from derailing your long-term compounding.

00:27 Football and Fandom

02:04 College Football Detour

02:44 Back to Investing Talk

03:15 Savvy Trader Concept

06:39 How the Portfolio Works

10:06 Biggest Winner CrowdStrike

14:24 Why Hold CrowdStrike

20:02 Risks and Disruption Fears

23:56 Pivot to Biggest Loser

24:54 Position Size Breakdown

25:39 Lessons From Conviction

29:51 Why Keep Holding

32:29 Sunk Cost And Catalysts

37:24 Guidance Trend Reality Check

38:57 New Stock Ideas Debate

40:04 Ballast Stocks Or Index

45:58 AI Picks And Shovels

50:30 Final Picks And Wrap Up

Companies mentioned: AAPL, AMZN, BRK.B, CRWD, FPS, FTNT, GOOG, GOOGL, MELI, MRNA, MRVL, PANW, TJX, TTD, TXN, VOO, ZS

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

*****************************************

To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

*****************************************

Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!
Learn more about your ad choices. Visit megaphone.fm/adchoices