Investing Unscripted

219. How to Survive a Bull Market Aug 19, 2026 3534 Bull markets can be just as dangerous for your portfolio as market crashes! Jason and Jeff share how to navigate all-time highs, avoid FOMO, and manage your big winners. 01:06 Markets At New Highs 02:36 Survive A Bull Market 03:48 Recent Crises To Endure 06:30 What Is A Bull Market 08:47 Sidelines And Opportunity Cost 13:44 Fear Vs FOMO 16:37 AI Wave And Market Pockets 20:40 Trade Desk TAM

218. How AI is Changing Everything About Startup Investing with Joe Magyer Aug 12, 2026 3768 In this episode, Jason and Jeff sit down with Joe Magyer of Seaplane Ventures to explore how generative AI has completely rewired the startup investing landscape. The trio discusses how tools like Claude and ChatGPT have drastically lowered the cost of building software, the heavy consolidation of capital into frontier labs like Anthropic and OpenAI, and why genuine domain expertise and network ef

First Fridays 33. August 2026 Aug 9, 2026 3661 In this August 2026 First Fridays live stream, Jason and Jeff break down the latest earnings season chaos, exploring why Lemonade dropped despite hitting its lowest gross loss ratio ever. They analyze Twilio’s massive 35% post-earnings pop, debate whether The Trade Desk's open internet thesis is officially broken, and review their 2026 Portfolio Contest standings. Plus, the duo discusses Kinsale C

217. I Still, Still Gotta Think About That One Aug 5, 2026 3554 In this recurring segment, Jason and Jeff let an AI randomly select six stocks from their personal portfolios for a rapid-fire review. The hosts deliver a one-sentence thesis, a bear case, and a final "buy or pass" verdict for Arista Networks, Ferrari, Rocket Lab, Alphabet, Mercado Libre, and Starbucks. They debate the risks of AI slowing down for Arista and Alphabet, weigh Ferrari's massive opera

216. July 2026 Mailbag Jul 29, 2026 3354 In this July 2026 Mailbag, Jason and Jeff tackle listener questions on when logic should yield to emotion in debt payoff decisions, how to accurately benchmark dollar-cost-averaged portfolios, and which modern stocks fit David Gardner's "Rule Breaker" framework. Plus, they explore AI's real-world robotics data bottleneck and evaluate Southern California industrial REIT Rexford Industrial (REXR).

215. Jason Explains Banks Jul 22, 2026 3352 Why do banks count your deposits as liabilities? We're breaking down how banks actually buy and sell money, plus how to evaluate loan books and bank earnings.  00:49 Why Talk Bank Stocks 03:41 Banks Buy And Sell Money 07:24 Bank KPIs That Matter 09:36 Why Banks Look Revenue-Less 13:26 Deposits As Liabilities 18:53 Interest Rates And Margins 22:41 Fixed Rate Loan Squeeze 24:11 Deposit

214. Is it Time to Buy the Mag 7? Jul 15, 2026 4172 Are the mega-caps officially a buy? We're breaking down the valuations, moats, and hidden risks for every Magnificent Seven stock. 00:42 Why Mag Seven Now 05:04 Market Benchmark Setup 05:38 Alphabet AI Optionality 13:40 Apple AI Strategy 21:10 Amazon AI Adjacent Case 35:18 Nvidia Expectations Shift 40:22 Index Fund vs Stock Pick 44:28 Meta Bear Case 51:34 Tesla Hype vs Reality 55:44 Micr

First Fridays 32. July 2026 Jul 11, 2026 3866 In this midyear live stream, Jason and Jeff look back at a chaotic first half of 2026, dissecting how the broader market continues to push ahead despite global geopolitical tensions. The hosts dive into a data-backed re-evaluation of their personal portfolios, checking in on massive year-to-date winners like Datadog and Texas Instruments, while reflecting on painful laggards like The Trade Desk. T

213. What the Hell is Going On? With Nick Rossolillo Jul 8, 2026 3879 What the hell is going on with tech valuations?  Nick Rossolillo joins us to break down the trillion-dollar AI infrastructure cycle and why "commodity" hardware is running wild. 02:04 Chip Stock Investor Process 05:00 AI Trade Big Picture 06:18 Hyperscaler CapEx Wave 10:24 Who Pays For AI 11:16 AI Beyond Consumers 16:58 Valuations And Risk 22:40 Memory Stocks Spotlight 26:13 Is Memory

212. Stocks We Haven’t Bought…Yet Jul 1, 2026 3543 We're opening up our watchlists! From luxury supercars to social media platforms, we break down why we haven't bought Ferrari, Reddit, or Rocket Lab…yet. 03:48 Watchlist Episode Setup 06:14 Ferrari Luxury Thesis 11:27 Lululemon Value Debate 19:15 Options Lessons Puts Calls 23:44 BBB Foods Watchlist Pick 29:29 Rocket Lab Valuation Debate 34:16 Options Strategy For Volatility 35:32 TransMedi

211. June 2026 Mailbag Jun 24, 2026 3187 In this June 2026 Mailbag, Jason and Jeff dive into OZEM, the world’s first actively managed GLP-1 weight-loss drug ETF, debating whether its steep fees are worth outsourcing your portfolio research. They also explore how generative AI is shifting white-collar labor, detail exactly how they would allocate a surprise $250,000 windfall, and answer a critical valuation question on why pre-revenue pla

210. Investing Unscripted, Unscripted Jun 17, 2026 3168 What if AI plateaus and remains structurally mediocre? Jason and Jeff challenge Wall Street's unstoppable narrative, talk portfolio rebalancing, and dissect the line between investing skill and pure luck. 00:29 Mailbag Callout 01:57 Episode Setup AI Doubts 04:25 Will AI Stay Mid 08:43 LLMs Limits Learning 12:36 AI In Investing Workflow 16:08 Spending Hype Reality 19:17 Deck Building First

First Fridays 31. June 2026 Jun 14, 2026 3831 Did the SpaceX IPO live up to the hype? We’re breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit. 00:41 Show Intro And Agenda 04:20 Market Vibes Check In 05:35 Dividend Portfolio Surprise 10:09 Chat Soccer Detour 12:37 Extra Time Debate 18:34 SpaceX IP

209. Our Best Stock Ideas Right Now Jun 10, 2026 3452 In this episode, Jason and Jeff open up their "Savvy Trader" portfolio to reveal their four most recent stock purchases. They break down the evolving credit risks and e-commerce dominance of MercadoLibre, explain why ServiceNow's early AI integration makes it largely insulated from software disruption, and debate the merits of buying entry-level homebuilders like Meritage Homes during a cyclical l

208. The 15 Investing Terms You Need to Know Jun 3, 2026 4039 Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference between GAAP and non-GAAP metrics, why enterprise value is often more important than market cap, and how to efficiently navigate SEC filings such as 10-Ks and S-1s. Whether you're trying to figure out if

207. Missing Fads with Brian Stoffel May 27, 2026 3687 In this episode of Investing Unscripted, Jason and Jeff are joined by longtime friend and investing educator Brian Stoffel. Brian shares his fascinating journey from a middle school writing teacher in Washington, D.C., to discovering Warren Buffett in Costa Rica, and eventually becoming a prominent writer for The Motley Fool. The trio dives deep into Brian's investing evolution—blending the extrem

206. May 2026 Mailbag May 20, 2026 3867 In the May 2026 Mailbag, Jason and Jeff tackle a series of compelling listener questions, starting with a deep dive into whether "vibe coding" and agentic AI are truly an existential threat to major SaaS companies like Salesforce and Snowflake. The duo also untangles the complicated corporate web of Brookfield Infrastructure (BIPC vs. BIP), exploring why the company might finally be moving to ditc

205. The 3 Questions Every Investor Should Answer May 13, 2026 3407 Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explores how to align your asset allocation with your time horizon, debates the merits of "set it and forget it" target-date funds versus active stock picking, and highlights the hidden drag of high mutual f

204. Stocks for the AI Hater May 6, 2026 3564 In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. The duo builds an "Anti-AI" portfolio of companies that are positioned to thrive regardless of whether the tech boom goes bust. They break down the pricing power and operational efficiency of retail giants Costco and TJX Companies, unpack the ongoing roll-up str

First Fridays 30. May 2026 May 4, 2026 3078 Join Jason and Jeff for the May First Fridays stream as they review the Portfolio Contest leaderboard, debate Duolingo's AI risks, and unpack the Starbucks turnaround under Brian Niccol. 02:01 Gemini Promo Video Fails 04:11 Portfolio Contest Update 09:44 Late Entries Penalty Tab 11:38 Ratings Reviews Push 13:46 Title Month Mixup 17:21 Duolingo Earnings Debate 22:43 AI Efficiency Threats 24:56 SaaS

203. April 2026 Mailbag Apr 29, 2026 3153 In this April 2026 Mailbag, Jason and Jeff tackle a massive listener question about portfolio concentration in retirement, debating the merits of holding onto tiny "VC-minded" positions like Warby Parker and QuantumScape versus consolidating into bigger winners. They also provide an update on the "boring" but beautiful Brookfield Infrastructure, exploring its pivot toward modern assets like semico

202. I (Still) Gotta Think About That One Apr 22, 2026 3647 In this episode of Investing Unscripted, Jason and Jeff revive a fan-favorite format: letting AI randomly select stocks from their personal portfolios for a rapid-fire review. For each chosen stock, the hosts must explain what the company does, build the best "bear case" against it, and declare whether they would buy it at today's prices. Jeff tackles the tech heavyweights, defending Nvidia agains

201. SpaceX’s $2 Trillion IPO and the Space Economy with Lou Whiteman Apr 15, 2026 2921 In this episode, Jason and Jeff bring on Motley Fool analyst Lou Whiteman for a masterclass on investing in the space industry. They break down the hype surrounding SpaceX's potential $2 trillion IPO and debate how much of that valuation is actually justified by its core businesses (Launch, Starlink, Starshield, xAI). Lou outlines his five distinct buckets of the space economy—ranging from launch

First Fridays 29. April 2026 Apr 13, 2026 3835 In the April 2026 First Friday livestream, Jason and Jeff break down the current "market vibes," debating whether the market's resilience is masking a hair-trigger sensitivity to AI hype and PR spin. They announce the Q1 winner of the listener portfolio contest—congratulations to Discord member Vinny G!—and review the progress of their own 2026 picks. The duo dives deep into the executive turnover

200. 200 Stocks for 200 Episodes Apr 8, 2026 3038 In this milestone 200th episode of Investing Unscripted (yes, the last episode was an April Fool's joke!), we tackle a question that plagues many investors: how many individual stocks should you actually own? We debate the merits of a heavily concentrated portfolio versus broad diversification, especially during periods of market uncertainty. We also unpack the psychological dangers of blindly add

199. Knowing When to End a Good Thing Apr 1, 2026 1803 In this monumental episode of Investing Unscripted, Jason and Jeff announce that they are bringing the podcast to an end—just one episode shy of their 200th milestone. This short reflection episode looks back on past guests, topics, and what had the biggest impact. 01:00 Why the Show Is Ending 02:28 Retrospective and Keeping It Light 03:28 Favorite Guests and Surprise Connections 05:40 Jim Gillies

198. March 2026 Mailbag Mar 25, 2026 3256 In this month's mailbag, Jason and Jeff tackle a wide array of listener questions, ranging from the tax efficiency of holding dividend stocks in taxable accounts to the potential risks of the NASDAQ fast-tracking private giants like SpaceX into its indexes. They also weigh in on newlyweds combining finances and choosing between brokerages like Schwab and Fidelity. Finally, the duo breaks down Walk

197. Investing Through Chaos Mar 18, 2026 3307 Jason and Jeff tackle the current wave of market chaos—from oil price spikes and tariffs to the "AI is killing software" narrative. They dive into how they're personally navigating the noise, sharing recent portfolio additions such as Phinia (PHIN) and Clearway Energy that appear insulated from the macroeconomic volatility. They also unpack the AI software scare with deep dives into Toast, Service

First Fridays 28. March 2026 Mar 15, 2026 3900 In this slightly belated "First Fridays" live stream, we dive into the current "vibes" of the stock market, check in on the 2026 Portfolio Contest, debate the long-term viability of MercadoLibre's lending business, and talk about Greg Abel’s first annual letter to Berkshire Hathaway shareholders. 01:53 Index Funds Running Joke 04:08 Market Vibes Check 06:28 K Shaped Economy Talk 12:09 Portfolio Co

196. Chit Chat Stocks, Unscripted Mar 11, 2026 3797 Ryan Henderson and Brett Schafer from the Chit Chat Stocks podcast join us for a special unscripted episode to track their evolution from college-aged podcasters running a family-and-friends fund to seasoned individual investors. We discuss learning the harsh realities of valuation during the 2022 bear market, the dangers of "analysis paralysis," and whether mastering your own psychology is more i

195. Stocks Unscripted, March 2026 Mar 4, 2026 3512 Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Datadog on a recent dip and his strategy for adding to Enphase, while Jason explains how he is using options (specifically selling puts) to generate income while waiting for better valuations. Plus, they analyze the risk vs. reward of QuantumScape, deba

194. February 2026 Mailbag Feb 25, 2026 3445 We open the February 2026 mailbag to answer your questions on how to handle the psychological toll of the "SaaS apocalypse" and when it actually makes sense to buy the dip. We also discuss how to assess relative risk in a portfolio, dive deep into the differences between SentinelOne and CrowdStrike (including thoughts on stock-based compensation), and reveal the "falling knife" software stocks we

193. Nothing Works All the Time Feb 18, 2026 2816 We discuss the recent market dislocation where SaaS stocks are crashing while the broader market hits all-time highs. We break down the three main fears driving the sell-off and debate which companies—like Adobe and Salesforce—are actually at risk. Finally, we share how we are handling the volatility, with Jeff buying more Shopify and Jason using a "barbell strategy" to stay sane. 02:27 Housekeepi

192. Emily Flippen, Investing Survivor Feb 11, 2026 3726 We are joined by The Motley Fool's Emily Flippen to discuss her "Survivor" origins and why she believes empathy is the most underrated skill for investors. We also debate the difference between a "fad" and a "trend" in consumer goods (using Crocs vs. On Holding as the prime example), and Emily gives her honest take on "AI burnout." 00:32 Introducing Special Guest Emily Flippant 01:55 Emily's Journ

191. Stocks We’re Excited About Feb 4, 2026 3356 We break down the six stocks we are most excited to watch this earnings season (and why "excited" doesn't necessarily mean we're buying). Jeff discusses Lemonade's path to 2026 profitability and why Rocket Lab is entering a critical "prove it" phase with its Neutron rocket, while Jason makes the case for Canadian Solar trading at half its book value and explains why SentinelOne offers a better ris

190. January 2026 Mailbag Jan 28, 2026 3143 We open the mailbag to answer your questions on whether Life Insurance Retirement Plans (LIRPs) are a scam, if spending millions on a Super Bowl commercial is ever a good idea (looking at you, CrowdStrike), and if equal-weight S&P 500 ETFs are the best way to hedge against a tech crash. Plus, we debate the future of the energy sector, discuss the power of "stock cannibals" like Adobe and PayPal, a

189. The 3 Financial Docs You Need to Know Jan 21, 2026 3899 In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia’s recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line. 01:33 The Importance of Fina

188. How to Use AI to Research Stocks (w/ Brian Feroldi) Jan 14, 2026 3052 Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We discuss the difference between a "price bubble" and an "earnings bubble" (and which one Nvidia might be in), share specific prompting strategies to stop AI from hallucinating, and run a live demo analyzing Green Brick Partners from scratch. 00:55 In

187. What is Your Investing Echo Chamber? Jan 7, 2026 3068 We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) only returned 9% (and why he is perfectly okay with that). We also discuss why Jason's "boring" dividend portfolio outperformed the AI-driven market, and explore the dangers of "investing echo chambers". 01:32 Reflecting on 2025: Portfolio Performance

First Fridays 27. January 2026 Jan 5, 2026 3701 In our first live stream of 2026, we do a deep dive into QuantumScape's latest partnerships and what the "solid-state" future looks like for EVs. We also break down the winners (and massive losers) of our 2025 portfolio contest, reveal why a 4th grader is betting on Kontoor Brands, and share our own high-conviction picks for the year ahead, including Alphabet, Rocket Lab, and The Trade Desk. 00:50

186. December 2025 Mailbag Dec 31, 2025 3341 In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfolio management. They debate the pros and cons of rebalancing versus letting your winners run (featuring a look at Jason’s highly concentrated Roth IRA) and discuss how to handle a financial windfall like an inheritance. The hosts also break down the ri

185. The 2026 Portfolio Contest & 2025 Market Review Dec 24, 2025 2917 In this holiday special, Jason and Jeff wrap up 2025 by reviewing the year's biggest stories—from the AI boom to inflation and trade wars. They discuss whether the AI narrative is showing any cracks and debate which sectors might dominate in 2026, with Jason making a case for homebuilders and Jeff eyeing the energy sector. The hosts also reveal the simplified rules for the 2026 Investing Unscripte

184. Bill Brewster: From "Junk" to Quality Dec 17, 2025 2728 Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar butt" value investing to quality compounders. We dive deep into his sharp criticism of Disney CEO Bob Iger, debate whether Berkshire Hathaway is facing a "conglomerate discount" after its recent management shakeup, and discuss why sometimes the best inve

183. Reckless Predictions 2026 Dec 10, 2025 3030 It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's full self-driving ambitions will crash the stock, and why Strategy might be the single most dangerous stock to own next year. Plus, we ask the big question: Will the market finally crash in 2026, or is t

182. Earnings Season Reset Dec 3, 2025 2661 Jason and Jeff discuss why the best time to analyze a company might be weeks after they report, and share their personal strategies for this quieter period. 03:00 Why You Should Wait a Month Before Analyzing Earnings 06:00 Early Investing Mistakes 12:00 Panic-Buying and the CrowdStrike Example 15:00 How Incentives (and "Being First") Skew Financial Media 20:00 Annual Reports & The Rexford Ind

181. November 2025 Mailbag Nov 26, 2025 3043 In this month’s mailbag, Jason and Jeff tackle the "Book Value" bear thesis for Lemonade and discuss when the company might finally reach profitability. They also address a listener's dilemma about what to do with a losing position in PayPal, debating the sunk cost fallacy and the company’s turnaround prospects. Finally, the hosts weigh in on whether Cava or Chipotle is the better buy right now an

180. Stocks We Might Be Wrong About Nov 19, 2025 3112 Jason and Jeff challenge their own investing biases and debate whether they’re wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH). 00:42 Today's Topic: Questioning Your Investment Thesis 02:26 Listener Engagement and Support 04:21 Stock Spotlight: Ryman Hospitality Properties 09:36 Analyzing Ryman's Performance and

179. The AI Bubble & the State of the Market with John Rotonti Nov 12, 2025 3598 Jason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist" investing philosophy and why the worst thing you can do is let go of a true compounding machine too early. 01:38 John's Career Update 04:21 Investment Philosophy and Challenges 11:55 Market Insights and AI Discussion 16:57 Infrastructure and Technological

First Fridays 25. November 2025 Nov 10, 2025 3951 In the November livestream, we started with a market "vibe check" on the recent AI stock sell-off, debated the "AI bubble", floated a hot take on Apple's "wait and license" strategy, and answered live questions from viewers. We also announced the Q3 portfolio contest winner. 01:58 Market Vibes and Stock Performance 10:29 AI Revolution and Market Speculations 25:41 Brookfield Asset Management and S

178. What If the AI Bubble Never Pops? Nov 5, 2025 3269 Jason and Jeff chat about the "circular" AI deals, whether AI stocks are just hype, and what it would actually take for this bubble to keep inflating. In this episode, we ask: Are AI stocks dangerously overvalued? What are these "circular deals" between companies like Nvidia, AMD, and OpenAI? Is this AI rally just like the dot-com bubble? Will AI lead to massive job losses, or will it just cha

177. October 2025 Mailbag Oct 30, 2025 2822 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 Investment 03:24 The Challenges of Monetizing Pinterest 10:10 Listener Question: Are Stock Pickers Narcissists? 23:09 Determining Financial Goals 24:33 Underst

176. Moats Don’t Exist Oct 22, 2025 3012 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 Moats 04:01 Intangible Asset Moats: Apple and Nike 15:12 Pharmaceutical Moats and Patent Protection 16:42 Cost Advantages and Efficient Scale 24:13 Amazon's Distribu

175. Are You Ready to Retire, Bro? Oct 15, 2025 3408 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 Brokamp 01:31 Previous Episodes and Listener Feedback 02:32 Reti

174. Market Crash 2026 (Ominous Music) Oct 8, 2025 3001 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 Predictions 06:09 The AI Boom and Market Speculation 14:37 Interest

First Fridays 24: October 2025 Oct 5, 2025 3893 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 Uncertainty 08:40 Stock Talk: QuantumScape and Investment Strategies 29:13 Ducati's Quantum Leap 29:36 Corning Partnership Boosts Stock

173. I Gotta Think About That One Oct 1, 2025 3604 Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today. 00:35 Explaining the Random Stock Challenge 04:08 First Stock Analysis: LGI Homes 11:59 Second Stock Analysis: Roku 18:21 Third Stock Analysis: QXO 25:27 Fourth Stock Analysis: Airbnb 35:48 Simon Property Group: Malls Aren't Dead Yet 42:28 Procore: Mo

172. September 2025 Mailbag Sep 24, 2025 3169 Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends. 00:37 Listener Questions and Engagement 02:58 Quarterly Earnings Debate 17:32 YouTube Comments and Trade Desk Discussion 23:27 Market Sentiment and Trade Desk

171. David Gardner’s Rule Breaker Investing Sep 17, 2025 4201 Jason and Jeff interview David Gardner, co-founder of The Motley Fool, to talk about his new book 'Rule Breaker Investing,' investing philosophies, and a friendly stock-picking competition. 00:48 Welcoming David Gardner 01:27 David's Early Investing Journey 03:24 The Rule Breaker Philosophy 08:52 The Importance of Holding 19:30 Valuation and Intangibles 33:16 Misunderstandings of Rule Breaker Inv

170. Stocks Unscripted: What’s Working and What’s Not Sep 10, 2025 3232 Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share their thoughts on portfolio management and future investment strategies. 02:33 Discussing the Mailbag and Listener Engagement 04:09 Starting the Stock Discussion: Mercado Libre 05:54 Deep Dive into Mercado Libre's Performance 18:31 Exploring Lemonade and

First Fridays 23. September 2025 Sep 7, 2025 3957 Jason and Jeff discuss cryptocurrencies, delve into financial strategies like options trading, and take questions from the audience about market trends, the housing market, and more. 00:32 3D Printing and Future Technologies 03:07 AI and Investment Predictions 06:46 Market Vibes and S&P 500 Discussion 15:13 Investment Strategies and Options Trading 20:43 Economic Outlook and Rate Cuts 32:21 Crypto

169. Investing Unscripted, Unscripted Part Deux Sep 3, 2025 2729 Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation. 02:40 – Reflections on the past year 04:45 – Interest rates, tariffs, and recurring macro themes 07:20 – The Fed, rate cuts, and market reactions 13:00 – How macro noise impacts personal investing decisions 15:20 – Homebuilders,

168. Why Your Retirement Plan Sucks Aug 27, 2025 2809 Jason and Jeff welcome Dan Otter from 403bwise.org to discuss the difficulties educators face with 403(b) retirement plans, how to advocate for better options, and strategies for navigating and improving these retirement plans. 02:27 Dan Otter's Origin Story 05:35 The Problem with 403(b) Plans 15:26 The Importance of Fiduciary Standards 21:41 Understanding Expense Ratios in Index Funds 22:07 Hirin

Misfit Monthly 6. What is Risk? Aug 23, 2025 3024 Understanding Risk: International Investing Insights with Tyler Crowe In this month's Misfit Monthly Episode, Jason Hall and Tyler Crowe delve into the concept of risk in investing. They discuss the broad definitions and perceptions of risk, focusing particularly on the differences between volatility and the probability of permanent loss of capital. The conversation also explores the common view t

167. The Broken Thesis Aug 20, 2025 3110 Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples. 01:02 Understanding the Broken Thesis 03:07 Evaluating Investment Theses 09:03 Case Study: The Trade Desk 19:46 Case Study: Boston Omaha 24:26 The Broken Thesis: A Personal Experience 25:11 TPI Composites: A Case Study in Bankr

First Fridays 22. August 2025 Aug 17, 2025 3990 In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest. 01:21 Viewer Interaction and Comments 02:50 Market Vibes and Economic Outlook 15:50 Earnings Season Insights 25:31 Confluent and Outset Medical Discussion 33:07 Investment Strategies and Position Sizing 35:34 Unit

166. Ruining a Perfectly Good Investment Aug 13, 2025 3252 Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out. 01:27 Airbnb Investment Discussion 02:38 Airbnb's Future and CEO Analysis 05:15 Challenges and Opportunities for Airbnb 13:52 Successful Business Transformations 14:31 Amazon's Strategic Moves 2

165. Are You Putting Too Much in Your 401(k)? Aug 6, 2025 3365 Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college. 00:54 Understanding 403(b) and Investment Strategies 02:49 Balancing Tax-Deferred and Taxable Accounts 11:45 Emergency Funds and Financ

164. July 2025 Mailbag Jul 30, 2025 3303 Jason and Jeff dive into diverse investing questions from listeners and their Patreon members, offering insights on holding stocks in a bear market, the benefits of dividend stocks, the impact of macroeconomic factors like inflation on investment philosophy, and more, while also sharing personal anecdotes and practical advice. 00:19 Mailbag Episode Introduction 00:57 Question 1: Holding Stocks in

163. Nick Maggiulli’s The Wealth Ladder Jul 23, 2025 2741 Jason and Jeff interview Nick Maggiulli, author of 'The Wealth Ladder,' discussing different levels of wealth, personal finance strategies, and the role of income and investments in building wealth over time. 00:25 Introducing the Guest: Nick Majuli 02:29 Nick Maggiulli’s Background and Journey 05:44 The Importance of Income in Wealth Creation 09:38 The Wealth Ladder: Levels and Strategies 16:03 F

Misfit Monthly 5. AI Isn’t a Dot-Com Bubble Jul 19, 2025 2885 In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape. 01:28 The Concept of Investing Therapy 03:49 Understanding Market Bubbles 07:03 The Dot-Com Bubble and Its Lessons 09:12 Comparing AI to Past Bubbles 15:33 The Role of Investor Psyche in

162. Starting from Scratch Jul 16, 2025 3572 Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do differently if they had to start their investment journeys from scratch today. 00:36 Starting from Scratch: A New Investor's Journey 01:33 Reflecting on Past Mistakes and Learning 02:37 Investing in Your Early Twenties vs. Now 03:19 Adapting Investment

First Fridays 21. July 2025 Jul 13, 2025 3990 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 Tradition 01:16 Engaging with the Audience 01:27 Investing Unscripted 2025 Portfolio Contest 02:44 Discussing Rocketing Stocks: SoFi and QuantumScape 04:13 SoFi: A Deep

161. Concentration vs. Diversification Jul 9, 2025 2922 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 Diversification 01:43 Warren Buffett vs Peter Lynch 03:38 Berkshire Hathaway's Portfolio 04:48 Personal Investment Strateg

160. Finding Long-Term Value With Short-Term Tools Jul 2, 2025 3784 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 Topic 00:53 Balancing Short-Term Information with Long-Term Goals 02:17 John's

159. Alex Morris: Buffett and Munger Unscripted Jun 25, 2025 3058 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

Misfit Monthly 4: Jeff Was Right Jun 21, 2025 2398 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, lon

158. Flyover Stocks Unscripted Jun 18, 2025 3346 Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, strategies for navigating market volatility, and offer

First Fridays 20. June 2025 Jun 14, 2025 3946 It’s the June First Fridays (on the second Friday) and we discuss the economic impact of recent global events, ethical considerations in investing, the potential implications of tariffs, and interact with our live audience. Subscribe to our Patreon to get notified of the next livestrem. 02:16 Discussing Recent News Events 04:17 Ethics in Investing 13:15 Community Shoutouts and Comments 18:45 Marke

157. Market Vibes 2025 Jun 11, 2025 3168 Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times. 02:29 Market Trends and Personal Portfolio Insights 07:26 Tariffs and Their Impact on the Market 17:28 Investor Strategies and Market Reactions 24:54 Reflecting on Market Timing and Cash Management 25:48 Changing Inve

156. Is it Getting Harder to Find an Edge? Jun 5, 2025 2645 Is it getting harder to find an edge as an investor? Jason and Jeff discuss the increasing availability of financial education and whether this shift impacts the traditional edge held by long-term investors. 01:31 Today's Topic: Finding an Edge in Investing 01:47 Ben Carlson's Insights on Smart and Dumb Money 05:01 Defining Smart Money vs. Dumb Money 05:53 Retail Investors and Market Dynamics 06:

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