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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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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 ***************************************** Subscr…
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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…
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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 u…
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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,…
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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 diff…
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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…
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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 …
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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: Em…
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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 …
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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: investingunscripted@gmail.com Twitter: @investingpod Check out our You…
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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: h…
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Why do you invest? In this week's show, we explore both the reasons people put in the time and money to create more wealth and how we can find the balance in our investing efforts to get the best returns while also keeping our long-term and short-term goals in front of us. We also review the results of the 2024 Investing Unscripted Portfolio Contes…
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For the second month in a row, our First Friday livestream was not actually on the first Friday. Alas, life happens. This month, Jeff and Jason talk about the upcoming earnings season, companies they're especially interested in hearing from, a few other earnings-related takes, answer viewer questions, and play a little game with some of the biggest…
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Everyone has those stocks in their portfolio that have underperformed, but we continue to hold, either on signs that things are set to improve or just on hope (a terrible thesis). On this week's show, Jeff and Jason are joined by longtime investor and Motley Fool Senior Analyst Jason Moser to discuss this topic, including stocks that holding paid o…
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Enjoy this replay of a recent episode: Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase. Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/in…
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Hindsight bias? Almost certainly. But that doesn't mean we still shouldn't look back at stocks that have gone up a lot that we didn't buy. In this week's show, Jeff and Jason do exactly that, while trying to apply an objective lens to the lessons we can learn by taking a look backward at our times of inaction. Companies mentioned: ANET, AMZN, ASML,…
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Jeff recently went on vacation, and read Poor Charlie's Almanac. On this week's show, he shares with Jason the three things Charlie says every investor should do. We also discuss how difficult it can be to ignore and avoid the noise (such as Nvidia's recent stock split) and focus on what really matters. Jeff and Jason also talk about one of the har…
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Jason and Jeff discuss Elon Musk’s pay package, Tesla price targets, autonomous driving, Apple AI, Nvidia, and more. Companies mentioned: AAPL, GOOG, GOOGL, GM, NVDA, TSLA ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1…
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This week we're featuring an episode of the Chit Chat Stocks podcast. Ryan and Brett do great work and in this episode they discuss Stanley Druckenmiller. The longtime investor put up 30% annual returns for 30 years, beating the returns of Buffett over that time frame. But is he the best investor ever? **********************************************…
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This month's mailbag includes great questions about BDCs, broken investing theses, knowing if the story really changed, a little-known battery company, and what to do with middling investments. Jason also said that listener Jesse was a bad stock picker partly because their name starts with the same letters as Jeff's. Have a question you want answer…
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Figuring out which stocks to buy is only half of the equation. A lot of your success – and for many people, most of their poor returns – are the result of selling. This week, Jeff and Jason take a close look at selling stocks, breaking down the reasons to sell, which are good, which are bad, and how you can make better selling decisions. Companies …
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Investor interest in the semiconductor industry has exploded over the past couple of years. AI is only one of the factors behind it, and the future remains very bright. Jeff and Jason are joined by the creators of Chip Stock Investor, Nick and Kasey Rossolillo, who help us make some sense out of this incredibly complex and challenging industry that…
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Whether you’re new to investing or not, there are a few things that Jason and Jeff think every stock investor should know before making a purchase. Companies mentioned: BIPC, DDOG, NFLX, SBUX, ZM ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-…
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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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