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 Strategy

22:29 Stock Spotlight: Texas Instruments

23:22 The Importance of Analog Semiconductors

24:34 Texas Instruments' Business Strategy

25:59 Challenges and Opportunities in the Analog Chip Market

27:40 Evaluating Texas Instruments' Stock Performance

32:53 Home Builders: A Sector Analysis

33:48 Dream Finders Homes: A Deep Dive

35:14 Investment Strategies and Portfolio Management

Companies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN

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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

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The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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 Shifts

28:59 Tariffs and Economic Impact

30:36 Legacy Companies in AI Infrastructure

32:15 Cyclical Nature of Markets and Inflation

33:29 Interest Rates and Economic Policies

36:07 Pricing Power and Consumer Behavior

43:56 AI Adoption and Market Potential

48:36 Investment Strategies and Market History

54:54 Conclusion and Final Thoughts

Companies mentioned: APH, BIP, BN, CMG, INTC, NVDA

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

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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

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The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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 Sentinel One Insights

34:13 Exploring the Cybersecurity Landscape

34:58 The Impact of Cybersecurity Outages

37:42 SanDisk and the AI Boom

41:43 Investing Unscripted Portfolio Contest

45:58 Reflections on Stock Picks and Market Trends

56:17 Political Implications on the Stock Market

59:44 Closing Remarks and Future Plans

Companies mentioned: AAPL, AMZN, BAM, BN, CRWD, GOOGL, META, S, SNDK, TSLA

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Subscribe to our portfolio on Savvy Trader 

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

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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

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2025 Portfolio Contest

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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 change what our jobs look like? 

Where will all the energy come from to power AI? (And what does this mean for nuclear power?) 

How we're thinking about investing and building a resilient portfolio right now.

00:23 Exploring the AI Bubble

00:56 Pitching the Premium Plan

03:38 Market Crash Expectations

06:33 AI's Impact on the Market

15:55 Energy and AI: A Symbiotic Relationship

22:41 The Future of Jobs in an AI-Driven World

26:16 AI's Impact on Employment and Economy

27:08 Amazon's AI Evolution with Alexa

28:05 AI's Role in Business and Education

33:34 AI's Influence on Market and Investments

37:10 Future of Top Companies and AI

42:06 Investment Strategies Amid AI Uncertainty

Companies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM

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Check out our YouTube channel for more content: 

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

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

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

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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 Understanding Retirement Income Needs

25:16 The 4% Rule Explained

26:56 Building Healthy Financial Habits

27:51 Personal Investment Strategies

29:50 Reflecting on Long-Term Investment Returns

30:40 Fun Questions: Podcasts and Halloween Candy

34:24 Investing in Candy Companies

Companies mentioned: HSY, MDLZ, NSRGY, PINS

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Subscribe to our portfolio on Savvy Trader 

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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

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

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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 Distribution Network Moat

24:44 The Amazon Shopping Experience

26:05 Amazon's Cost Advantage and Business Model

28:18 Switching Costs and Market Stickiness

29:12 Shopify's Role in E-commerce

31:15 The Risk of Complacency in Companies with High Switching Costs

36:59 Network Effects in Business

43:55 The Importance of Competitive Advantages

Companies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader 

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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

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

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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 Retirement Planning for New Adults

04:51 Maximizing Employer Match Contributions

09:25 Roth vs. Traditional 401(k)

13:21 Pensions and Retirement Income

21:46 Retirement Lifestyle and Planning

25:56 Emergency Funds and Cash Management

27:14 Living in Uncertainty: The Need for a Backup Plan

27:47 Retirement Savings: Stocks vs. Cash

28:02 The Importance of Cash in Volatile Markets

29:46 Approaching Retirement: Adjusting Your Portfolio

30:55 Building a Cash Cushion and Transitioning to Bonds

33:02 Understanding Bonds: Funds vs. Individual Bonds

36:01 The Impact of Interest Rates on Bonds

44:51 Holding Stocks in Retirement

49:21 Required Minimum Distributions and Tax Strategies

50:51 Finding Joy in Work and Retirement

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Subscribe to our portfolio on Savvy Trader 

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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

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

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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 Rates and Economic Concerns

24:06 Economic Stability and Employment

24:23 Impact of AI on Entry-Level Jobs

24:55 Government Shutdown and Unemployment

25:43 Inflation and Tariffs

30:27 Investment Strategies and Market Predictions

30:52 Savvy Trader Portfolio Insights

32:28 Long-Term vs Short-Term Investment Goals

37:37 Practical Uses of AI in Investing

40:06 Preparing for Market Crashes

Companies mentioned: CRWV, MSFT NVDA 

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader 

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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

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

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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

30:26 Investor Concerns and Market Reactions

31:53 Speculative Investments and Market Sentiment

35:06 Strategies for Managing High-Performing Stocks

38:07 Balancing Portfolio and Trimming Positions

Companies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader 

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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

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

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

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: Modernizing the Construction Industry

52:26 Reflecting on Investment Strategies

Companies mentioned: ABNB, LGIH, ROKU, SPG, QXO

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader 

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

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

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

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest