Investing Unscripted

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing stocks that have skyrocketed in value. 

01:52 Mailbag Time: Listener Questions

02:42 Exploring Options Trading

13:20 Understanding Return on Equity and Invested Capital

18:50 Investing for Future Generations

23:09 Upstart: Recent Developments and Insights

25:46 Economic Uncertainties and Market Reactions

27:58 Confluent's Growth and Market Position

30:09 Understanding Bond ETFs

33:02 Closed-End Funds: Risks and Rewards

34:39 Frameworks vs. Rules in Investing

36:36 Navigating Stock Price Increases

43:54 ETFs vs. Individual Stocks

48:24 Spam Comment of the Month

Companies mentioned: AAPL, APP, AXON, CELH, CFLT, FLNC, MELI, UPST, ZM

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 finchat.io, visit https://finchat.io/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

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

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In this episode, Jeff and Jason welcome Chris Hill, renowned podcaster and former Motley Fool Money host, to the show. Chris discusses his new podcast venture, 'Money Unplugged,' which dives into individuals' emotional relationships with money. They explore the importance of understanding one's own risk tolerance and the nuances of financial media headlines.

01:18 Introducing Chris Hill and His New Podcast

02:14 The Concept Behind Money Unplugged

05:05 Guest Lineup and Show Format

08:50 Personal Stories and Financial Journeys

13:08 The Emotional Side of Money

17:40 Reflections on Podcasting and Interviews

24:25 Introduction to Chit Chat Stocks Podcast

25:02 Learning from Personal Investment Mistakes

25:31 Understanding Risk Tolerance

29:01 The Importance of Starting Early

29:41 Dividend Stocks: A Long-Term Strategy

36:15 Insights on Financial Media and Market Trends

Companies mentioned: AAPL, NVDA

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 finchat.io, visit https://finchat.io/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

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*Terms and Conditions apply.

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Welcome to the inaugural episode of Misfit Monthly, brought to you by Investing Unscripted! Join Jason Hall and Misfit Alpha creator Tyler Crowe as they dive into Misfit Alpha, Tyler's investing journey, his methods for finding under-the-radar stocks, and the thematic lessons he's learned profiling nearly 100 'Misfit' companies. They also touch on the importance of management incentives, and common traits of successful companies, and even delve into international markets. Find the link below to get 25% off your Misfit Alpha subscription

03:12 The Genesis of Misfit Alpha

05:51 Exploring Misfit Stocks

10:54 Tyler's Professional Journey

19:13 The Misfit Alpha Approach

24:20 Common Traits of Successful Companies

31:49 The Value of Being a Rounding Error

37:07 Management Incentives and Shareholder Alignment

48:29 Lightning Round: Surprising Misfit Stocks

53:27 International Misfit Markets

Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted 

Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.social 

Sign up for the Investing Unscripted newsletter at InvestingUnscripted.com 

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 finchat.io, visit https://finchat.io/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

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See

Learn more about your ad choices. Visit megaphone.fm/adchoices

In this episode, Jason and Jeff discuss the volatility and uncertainty in the current market, influenced by factors like tariffs, AI developments, and geopolitical tensions. They delve into the impact of recent events on market performance and the psychological challenges investors face, advocating for long-term, goal-oriented investment strategies and emphasizing the importance of a solid framework to manage investments during turbulent times. 

01:18 Market Turbulence and Uncertainty

02:09 Stuff Happens: Embracing Uncertainty

04:18 Recent Market Events and Tariffs

06:05 Impact of AI and DeepSeek News

07:50 Election Impact and Market Reactions

09:52 Historical Market Shocks and Lessons

17:06 Investing Through Uncertainty

27:10 Market History and Investment Strategies

28:21 Psychology of Investing

30:15 Handling Market Reactions

32:58 Portfolio Management Strategies

44:44 Future-Proofing Your Investments

Companies mentioned: AAPL, NVDA, OM, PYPL

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Subscribe to our portfolio on Savvy Trader 

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Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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To get 15% off any paid plan at finchat.io, visit https://finchat.io/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

*******

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no w...

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Jason and Jeff answer questions live during their February First Fridays livestream. Join us live on YouTube at 4 pm on the first Friday of every month, except for when it’s on the second Friday.

03:55 Investing Unscripted: Monthly Recap

08:50 AI and Market Reactions

22:50 AI in Everyday Life

32:46 AI in Sales: Automation and Efficiency

34:33 AI in Contract Review: Real-World Applications

36:48 The Impact of Tariffs on the Market

38:34 Investment Strategies During Uncertain Times

44:07 Portfolio Contest Updates and Challenges

54:31 Earnings Reports: Key Insights

Companies mentioned: AMZN, CRM, NVDA, TTD

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Subscribe to our portfolio onSavvy Trader 

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Email:[email protected]

Twitter: @InvestingPod

Check out ourYouTube channel for more content: 

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To get 15% off any paid plan at finchat.io, visithttps://finchat.io/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 onSpotify,Apple Podcasts, orYouTube

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

Investing Unscripted is brought to you by Public.com* Visithttps://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. SeeBond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*

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In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio.

Be sure to check out https://chipstockinvestor.com/

03:35 DeepSeek and AI Market Uncertainty

06:11 DeepSeek's Technological Impact

10:34 Big Tech's AI Investments

17:06 NVIDIA and Cloud Computing

27:17 The Evolution of Search Algorithms

28:14 Understanding Jevons Paradox in Technology

30:05 Real-World Examples of Technological Paradoxes

34:09 The Importance of Diversified Portfolios

42:08 The Future of AI and AGI

49:08 Long-Term Investment Strategies in AI

Companies mentioned: AMD, AMZN, CRM, EME, GOOG, INTC, ORCL, MSFT, NVDA, TSM

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 finchat.io, visit https://finchat.io/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

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*

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In this episode, Jason and Jeff delve into common investing myths and the wrong lessons investors often learn. They explore topics like the misconception of 'house money,' the pitfalls of selling based on short reports, and why avoiding risky stocks entirely can be a mistake. They also discuss the dangers of averaging down without rationale and emphasize the importance of understanding the business behind the stock. 

02:45 Listener Mailbag: Gorsk's Question

05:02 Investing Myth: Playing with House Money

11:29 Investing Myth: Reacting to Short Reports

18:42 Investing Myth: Avoiding Risky Stocks

30:45 Learning the Right Lessons from Market Downturns

32:40 Biotech and Medical Device Investment Lessons

38:02 Evaluating Past Investment Decisions

52:04 The Myth of 'It Can't Get Any Worse'

55:31 Concluding Thoughts 

Companies mentioned: AAPL, AMZN, NFLX, NVDA, TWLO

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Subscribe to our portfolio on Savvy Trader 

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Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

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

To get 15% off any paid plan at finchat.io, visit https://finchat.io/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

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

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*

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It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you’d like answered? Send it to us anytime!

01:21 Listener Appreciation and Feedback

08:29 Rebalancing and Diversification Strategies

14:35 Preferred Shares: A Worthwhile Investment?

25:02 Understanding REIT Distribution Payout Ratios

28:44 Understanding Adjusted Funds from Operations (AFFO)

31:19 Diving Back into REIT Metrics

32:39 Desert Island REIT Picks

38:59 SolarEdge and Enphase: Solar Industry Insights

41:49 Comparing Similar Companies: Metrics and Insights

47:30 Options Trading: Temperament and Strategy

52:55 Wrapping Up: Final Thoughts and Listener Questions

Companies mentioned: A, AAPL, AI, CRWD, DHR, ENPH, HD, LOW, MELI, O, PLD, RHP, S, SEDG, SNOW 

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Subscribe to our portfolio on Savvy Trader

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Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content

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

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

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*Terms and Conditions apply.

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Jason and Jeff discuss the importance of revisiting the fundamentals of investing as we enter the new year. They highlight why it's crucial to know your financial goals, understand what you own, and make informed decisions about buying and selling stocks.

01:34 Back to Basics: Investing Fundamentals

02:06 Listener Engagement and Feedback

04:38 The Importance of Financial Goals

08:05 Understanding Your Investments

18:19 Goals vs. Incentives in Investing

37:14 Personal Investing Journey and Mistakes

40:43 Market Trends and Stock Performance

44:06 Basics of Buying and Selling Stocks

47:45 Challenges and Decisions in Stock Investing

52:50 The Art of Selling Stocks

Companies mentioned: AAPL, BOC, CRWD, MELI, NVDA, ZS

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Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA==

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Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

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

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

Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*Terms and Conditions apply.

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In this episode, Jason and Jeff are joined by investing expert Jeff Fisher. They dive into the world of options trading, discussing beginner strategies such as covered calls and selling puts, as well as more advanced techniques like synthetic longs. The conversation covers the importance of starting with a solid equity foundation, managing risk, and the nuances of using options in various account types.

03:23 Jeff Fisher's Investing Journey

06:15 Understanding Options: A Beginner's Guide

10:48 Options Strategies: Calls and Puts

17:52 Practical Tips for Trading Options

34:39 Understanding the Value of Options

36:44 Advanced Options Strategies

42:20 Choosing the Right Stocks for Options

47:15 Managing Risk and Volatility

01:00:50 Jeff Fisher's Future Plans

Companies mentioned: ABNB, NVDA, GOOG

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Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content: 

https://www.youtube.com/@InvestingUnscripted

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

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Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted 

*All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC. 

A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). 

Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more.

Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case.

*Terms and Conditions apply.

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Learn more about your ad choices. Visit megaphone.fm/adchoices