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 UnitedHealth and Berkshire's Investment Moves

40:29 Portfolio Contest Update

46:00 Tobacco Stocks and Meme Stocks Discussion

48:51 QuantumScape's Progress and Potential

51:36 Airbnb's Growth and Challenges

57:19 Enphase Energy and Solar Market Insights

Companies mentioned: ABNB, CFLT, ENPH, OM, TTD, UNH, QS

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