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Investing Unscripted

Jason Hall and Jeff Santoro

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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 investingunscripted@gmail.com or follow the show on Twitter: @InvestingPod Subscribe to our newsletter: https://investingunscripted.beehiiv.com/subscribe Support this podcast: https://podcasters.spotify.com/pod/show/investing-unscripted/support
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Warren Buffett once said, "Everyone has a plan until the stock market punches them in the mouth." Okay, Warren didn't say that, but the investing version of a Mike Tyson quote is still correct. Picking the best investments and having a plan is only part of investing success. And over time, we've come to learn that these things rarely account for th…
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On this month’s live podcast, Jason and Jeff discuss recent earnings, interest rates, and their new Savvy Trader portfolio. Companies mentioned: ASML, ETSY, FTNT, KNSL, LMND, NET, PINS, SBUX ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portf…
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This week, Jeff and Jason field your questions including using starter positions, fees for ETFs, taking action on a new stock idea, and a lot more. We also announce the Investing Unscripted Portfolio, which you can find on SavvyTrader! Have questions for us to answer on our next mailbag? Don't wait! Send them to us now, via social media, email, or …
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Investors have enjoyed the bull run of the stock market over the past 15 months. Yet for those who are still regularly contributing new money to invest, seeing your favorite stocks up 30%, 50%, or even more from where you last bought them can make it hard to keep buying. But, are these big winners actually overvalued? In this episode, Jeff and Jaso…
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The term private equity is in the financial news often, but it’s not a once-size-fits-all business model. Jason and Jeff interview Tim Hanson, CIO and President of Permanent Equity, to talk about the private equity industry and what makes Permanent Equity different. ***************************************** You can find Permanent Equity here: https…
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One quarter into the 2024 Investing Unscripted, and the results are, well, interesting! This week Jeff and Jason take a closer look at the results, including that the winning portfolio was submitted by a professional comedian, and that in general, you, our listeners, are doing better than the professionals! Check out this episode for more insights …
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Check out our monthly live podcast as we welcome special guest Lou Whiteman to talk about Boeing, boring stocks and much more. Check out Lou's newsletter here:https://fitsandstarts.beehiiv.com/ ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content: https:…
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Thousands of articles and dozens of books have been written about Warren Buffett, attempting to decode the secrets behind his phenomenal success. Of this large group, a small number stand out as the best. This group includes The Warren Buffett Way, written by Robert Hagstrom. This week, Jeff and Jason sat down with Robert ahead of the release of th…
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How do you approach building out a full position in a stock? How do you know if you're a good investor? Ever Schadenfreude some stocks you hate? How can you tell if something is really meaningful for a company, or just noise? Jason and Jeff answer these questions and others on this week's show. Companies mentioned: CELH, NFLX, PTON, SAM ***********…
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Jason increased the cash in his portfolio at an inopportune time. Jeff and Jason discuss this decision and what it means moving forward. ***************************************** We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content: https://w…
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Picking great stocks is hard. But finding an "expert" who'll take your money in exchange for their best stock ideas is pretty easy. Not all of the experts are as good as they claim, and few offer a transparent record of their results. In this week's show, Jeff and Jason are joined by Simon Erickson. Simon has worked for more than a decade as an ana…
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This week, Jeff and Jason each bring a stock to the show that they're holding on a very short leash. Neither has delivered the expected returns, and there are some signs that things could get worse before getting better. To both hold ourselves accountable, and help you, dear listener, build your own investing framework and hold yourself accountable…
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Did you know that learning someone's political views makes it harder to assess their expertise in other domains? With the U.S. presidential election campaign set to be the dominating storyline in 2024, Jeff and Jason talk through the power of bias on our decision making in ways we may not even realize. Companies mentioned: APRN, CELH, MNST, NFLX, N…
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In their monthly livestream, Jason and Jeff talk about recent earnings, Buffett’s annual letter, the macro environment, their latest buys and sells, and take listener questions. You can get links to join the livestream by subscribing to the Investing Unscripted newsletter at https://investingunscripted.beehiiv.com/ Companies mentioned: CFLT, CPNG, …
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Do you have questions about investing? Is your name Seena? Well, Jeff and Jason have answers! In our February Mailbag, we answer your questions (and Seena’s) about topics including FOMO, stock splits, FOMO, parabolic stocks, and also the fear of missing out. We also discuss how hard it can be selling a winner you think will keep winning when a fina…
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Everyone loves a good story. Investors are no different in this regard. Sadly, the great story isn't always the great investment, and it can be hard sometimes to tell when the narrative has begun to drift away from the underlying business results. In this week's episode, Jeff and Jason discuss this, along with other topics related to the difference…
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Chances are, if you've listened to investing podcasts over the past 15 years, or like listening to audiobooks on finance and investing, you've heard Chris Hill's distinctive voice. As the daily host of Motley Fool Money and other podcasts from their creation in 2008 until May of 2023, and a career in financial communications going back to the late …
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If you're like most investors, you probably own some stocks that you don't know as well as you should. This week, Jeff and Jason decided to hold themselves accountable and talk through this important topic. In this case, they agreed to each answer a series of questions from the other about a favorite company to demonstrate where they lack knowledge…
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Jason and Jeff answer listener questions live, discuss recent earnings results, and talk about what companies they’re looking forward to hearing from in the coming weeks. Companies mentioned: ABNB, AMZN, AX, BIPC, BOC, BRK.A, BRK.B, DIS, META, OM, RDFN, SBUX, SHOP, SOFI, STEM, TREX, TXN ***************************************** Email: thesmattering…
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They say, process over outcome. When it comes to investing, that’s definitely true, and we believe a solid framework is the path to a successful investing process. In this week's show, we discuss two different topics. In the first part of the show, Jason and Jeff discuss their investing frameworks, what they focus on, and how their processes have e…
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Mailbag time! Thanks to our listeners for a lot of great questions. This month's topics include whether the advice to take on more portfolio risk when you’re young is "BS", our worst-performing stocks double-down candidates, how to figure out your magic number, fighting the allure of selling stocks to raise cash, and more! In the second part of the…
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We like to think Investing Unscripted is one of the best podcasts to help people invest better. But there are a few others worth checking out. This week, Jeff and Jason are joined by Dave Ahern and Andrew Sather, the co-hosts of the podcast, Investing for Beginners – Your Path to Financial Freedom. We discuss their backgrounds, their beginnings as …
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2024 is here, and plenty of people are trying to jumpstart, re-start, or just plain start their investing journeys. We hope that Investing Unscripted can help you along your journey! In our usual anachronistic ways, this week's show is taking a very different approach, and we are answering the question, when should you stop investing? Specifically,…
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Jason and Jeff recap the 2023 Portfolio Contest and discuss the year that was while answering live viewer questions. Companies mentioned: AAPL, AMC, BIP, BLNK, CRWD, LMND, META, NVDA, OM, SFIX, TREX, TSLA ***************************************** Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more conten…
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Jason and Jeff are back with a new portfolio contest for 2024. This year, the contest will feature several portfolios submitted by 2023 guests on the podcast. These portfolios and stocks will get reviewed throughout the year and most importantly, the “winners” each quarter will get money donated to their favorite charity. Companies mentioned: See l…
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What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests’ great podcasts: Chit Chat Money and The 7Investing Podcast. Companies mentio…
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Our friends over at Chit Chat Money had a great episode recently about the luxury goods market. Check out Chit Chat Money wherever you get your podcasts. The luxury goods market adapts to changing consumer tastes and economic trends, navigating the balance between exclusivity and appeal to a digitally driven and socially conscious clientele. Listen…
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Listen as Jason and Jeff do rapid-fire hot takes on some stocks in Jeff’s portfolio. We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here: https:/…
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In our last mailbag of 2023, Jeff and Jason field a select few questions from you, our loyal listeners, including a discussion on moats (metaphorical ones that defend the profits of our favorite companies), when it's time to join the market if you can't beat it, and a timely look at end-of-year tax moves in your portfolio. In the second part of the…
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Everyone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, w…
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We welcome special guest Jim Gillies for this episode of First Fridays. We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content: https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here: https://tinyurl.com/…
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What is venture capital? What does it have to do with buying stocks? This week, Jason and Jeff are joined by Joe Magyer, founder of VC firm Seaplane Ventures. After nearly two decades investing in public stocks, Joe now focuses on finding and investing in early-stage companies before they IPO. In this episode, Joe helps explain how VC works, and br…
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The Smattering is now Investing Unscripted. Take a listen to hear why we decided to change the name of the podcast. We also share some thoughts on the passing of Charlie Munger. Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.com Twitter: @i…
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There's little doubt that investors who understand what they own, and why, should have better investing success. But how much do you really have to know? In this week's show, Jeff and Jason talk about how much knowledge of the companies you own, the industries they operate in, and the companies they compete with, you should have. While there's defi…
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Wondering of Ozempic will kill Pepsico? Does Jason keep his money in buckets? Is it a loser's game to wait for better prices on stocks? These are some of the questions we answered in our latest mailbag episode. In the second part of the show, Jason and Jeff go through a thought exercise about making big decisions, using an actual decision that Jeff…
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Enjoy the first-ever live recording of The Smattering Podcast. Subscribe to our newsletter for a link to the next live recording. We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 S…
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After listening to last week's episode (part one in this two-part series) you should be well on your way to investing for your kids, grandkids, or whatever weirdo child that's important in your life. This week, Jeff and Jason continue their conversation with Robert Brokamp, CFP ®, tackling the much more complicated topic of investing with your kids…
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Jason has some thoughts about one of his favorite companies after a short report comes out. Companies mentioned: BAM, BIP, BIPC, BN Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for …
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Every parent wants to help their children have the opportunities for a better life than their own. And whether it's saving for their education, helping them learn to manage their own finance and invest, it can feel daunting. In this episode – the first of a two-part series – Jeff and Jason talk with Robert "Bro" Brokamp, CFP ® an expert on all thin…
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Who's ready for an episode that further overuses a Halloween trope? You? Well, you're at the right podcast. This week, Jeff and Jason talk about stocks that scare them. Before you run away in – frustration? – hang on. Fear and greed, after all, are the emotions that underpin most of our investing decisions. Winning stock become too big a part of yo…
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In April of 2022, Jason declared Netflix “toast”. He was…wrong Since that declaration, Netflix stock has handily beat the market. Jeff and Jason discuss just how wrong Jason was, and what we can learn from it. Companies mentioned: Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 We would love feedback on the show. Share with us…
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Investors have profited wildly from stocks over the past 14 years. Since March 2009, the S&P 500 has returned an average of 15.1% total returns per year. That's a mind-blowing 50% better than the long-term historical average. As a result, do investors have wildly unrealistic expectations going forward? After all, interest rates have been persistent…
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There are a lot of investment and personal finance websites, newsletters, and supposed "experts" out there. Some are great, while others are, well, not so great. In this week's show, Jason and Jeff are joined by Alex Morris, a former equities analyst who left Wall Street to start his own stock research newsletter, TSOH Investment Research Service. …
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Jason thinks more people should read about what they’re investing in…or stick to index funds. Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 We would love feedback on the show. Share with us at: Email Twitter Check out our YouTube channel for more content Find the 2023 Smattering Portfolio here --- Support this podcast: https…
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It's official! We are nine months through 2023, so it's time for another quarterly review of the 2023 The Smattering Portfolio Contest! And after a gangbuster first half of the year, every portfolio lost value this quarter and a new leader emerged from the pack. Jeff and Jason take a closer look at all 19 stocks in the portfolio, their thoughts so …
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Thanks to our listeners for a lot of great questions. Topics include holding cash for the long term, a high-growth Latin American bank, keeping conviction during a bear market, and messing around with cyclical stocks among many more. In the second part of the show, Jason asks Jeff, "what's your market vibes, bro?" Begrudgingly, Jeff answers. Want u…
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There’s a housing shortage and there’s plenty of blame to go around. In better news, Rough Cut episodes now have epic introduction music! Companies mentioned: MTH Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Che…
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Fear and greed. These are the base emotions that drive so much of our decision-making as investors. But what are you really afraid of? What, if you get it wrong, could significantly affect your ability to create the wealth you'll need later in life? In this week's episode, Jeff and Jason have an honest conversation about what they're most afraid of…
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Jason's mad...again. Some companies' entire business model seems to be around getting rich off a good story and retail investors' hard-earned money. Jason's gonna rant and talk with Jeff about how to avoid being a bag holder. Companies mentioned: PLUG Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/ W…
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Bill Mann has spent the past two decades helping investors find more weirdness. As an expert on small cap stocks and international investing, Bill describes his investing process as "fishing where people don't fish often," but has a track record of finding big winners, too. In this episode, we talk with Bill about his investing philosophy, his orig…
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