Investing Unscripted

Wondering of Ozempic will kill Pepsico? Does Jason keep his money in buckets? Is it a loser's game to wait for better prices on stocks? These are some of the questions we answered in our latest mailbag episode. 

In the second part of the show, Jason and Jeff go through a thought exercise about making big decisions, using an actual decision that Jeff is considering making. 

Companies mentioned: AAPL, COST, KO, LIN, NFLX, NVDA, WMT, WSO, PEP, PLNT, PTON

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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Enjoy the first-ever live recording of The Smattering Podcast. Subscribe to our newsletter for a link to the next live recording.

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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After listening to last week's episode (part one in this two-part series) you should be well on your way to investing for your kids, grandkids, or whatever weirdo child that's important in your life. This week, Jeff and Jason continue their conversation with Robert Brokamp, CFP ®, tackling the much more complicated topic of investing with your kids. Some highlights include the important subject of personal finance, including the value of talking to kids about the importance of earning and spending money, not just saving and investing it. 

In the second part of the show, Jason and Jeff discuss their reactions to the conversation with Bro, and share their own experiences with their own kids. 

Companies mentioned: HD, SBUX

Resources mentioned: 

The Opposite of Spoiled, by Ron Leiber

Make Your Kid a Money Genius by Beth Kobliner

Money Tails (Book Series) by Sheila Bair

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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Jason has some thoughts about one of his favorite companies after a short report comes out. 

Companies mentioned: BAM, BIP, BIPC, BN

Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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Every parent wants to help their children have the opportunities for a better life than their own. And whether it's saving for their education, helping them learn to manage their own finance and invest, it can feel daunting. In this episode – the first of a two-part series – Jeff and Jason talk with Robert "Bro" Brokamp, CFP ® an expert on all things personal finance and money, longtime senior advisor at The Motley Fool, and the editor of the Rule Your Retirement newsletter. This week, Bro helps us understand all of the various financial tools available, breaks down when you should start saving and investing for your kids (hint: sooner than you think) as well as some important mistakes to avoid, like saving for a kid's education at the cost of your own retirement savings. 

In the second part of the show, Jason and Jeff share their reactions to their conversation with Bro, and their own experiences saving and investing for their own kids. 

Resources mentioned:

https://www.savingforcollege.com/

https://www.fool.com/

https://www.irahelp.com/

Companies mentioned: HD, SBUX

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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

Who's ready for an episode that further overuses a Halloween trope? You? Well, you're at the right podcast. This week, Jeff and Jason talk about stocks that scare them. Before you run away in – frustration? – hang on. Fear and greed, after all, are the emotions that underpin most of our investing decisions. Winning stock become too big a part of your portfolio and you're afraid holding will cost you wealth? Fear of missing out on the next big thing? Afraid of buying stocks because of interest rates, the economy, or your wife seeing the latest brokerage statement? We've got you covered. 

In the second part of the show, we talk about a financial asset that's worth trillions of dollars, but Jason and Jeff have never discussed on the show before: Gold. 

Companies mentioned: BEP, CELH, CFLT, DCBO, DDOG, DG, MTB, NEP, NVDA, OM, RHP, SPT, TELL

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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

In April of 2022, Jason declared Netflix “toast”. He was…wrong

Since that declaration, Netflix stock has handily beat the market. Jeff and Jason discuss just how wrong Jason was, and what we can learn from it.

Companies mentioned: 

Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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

Investors have profited wildly from stocks over the past 14 years. Since March 2009, the S&P 500 has returned an average of 15.1% total returns per year. That's a mind-blowing 50% better than the long-term historical average. As a result, do investors have wildly unrealistic expectations going forward? After all, interest rates have been persistently at record lows for much of that time, giving companies access to cheap capital to fund growth, buy back stocks, and acquire competitors. It's also resulted in large sums of institutional money moving into equities to offset the much lower yield available in fixed income. 

In this week's show, Jeff and Jason talk through these implications, and most importantly, what individual investors can do to make sure they are prepared for a lower-return environment going forward. 

Companies mentioned: AAPL, ASAN, CRWD, GTLS, MSFT, NEP, STEM, TWLO

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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

There are a lot of investment and personal finance websites, newsletters, and supposed "experts" out there. Some are great, while others are, well, not so great.  In this week's show, Jason and Jeff are joined by Alex Morris, a former equities analyst who left Wall Street to start his own stock research newsletter, TSOH Investment Research Service. In their conversation, Alex shares his thoughts on the space, his investing process, advantages that we have as individual investors, and some of his favorite stocks right now. He also talks about some of his biggest investing mistakes, what he's learned, and his evolution as an investor. 

Companies mentioned: AAPL, COCO, COST, DG, FQVTF, MSFT, ROKU

Find Alex on Twitter: https://twitter.com/TSOH_Investing 

TSOH Investment Research Service:  https://thescienceofhitting.com/ 

We would love feedback on the show. Share with us at: 

Email: [email protected]

Twitter: @smatteringshow 

Check out our YouTube channel for more content: 

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

Find the 2023 Smattering Portfolio here: 

https://tinyurl.com/Smatterfolio2023

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Jason thinks more people should read about what they’re investing in…or stick to index funds.

Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27 

We would love feedback on the show. Share with us at: 

Email

Twitter 

Check out our YouTube channel for more content

Find the 2023 Smattering Portfolio here

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