Investing Unscripted

By Jason Hall and Jeff SantoroBusiness Investing

Investing Unscripted episodes

July 16, 2025 162. Starting from Scratch
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 Strategies Over Time
16:04 The Importance of Automating Savings
23:30 Earnings Growth and Financial Success
30:50 Understanding Compounding and Inflation
32:58 Teaching Financial Literacy to Kids
34:09 Reflecting on Investment Strategies
35:07 The Role of Humility in Investing
38:58 Starting Over: Portfolio Strategies
42:10 Rolling Over Retirement Accounts
49:25 Aligning Finances with Values
52:53 Frameworks vs. Rules in Financial Planning
Companies mentioned: AAPL, CRWD, KNSL
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Twitter: @InvestingPod
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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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1 hr
July 13, 2025 First Fridays 21. July 2025
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 Dive
16:22 QuantumScape: The Future of Solid-State Batteries
30:41 Balancing Index Funds and Individual Stocks
33:22 Retirement Stock Strategies
34:02 Conviction in Individual Stocks
35:04 Best Performing Stocks Discussion
36:42 Portfolio Contest Review
40:30 Charity Donation Announcement
43:05 Economic Predictions and Tariffs
50:19 Portfolio Adjustments and Crypto Thoughts
55:28 Dividend Stocks and REITs
58:37 Retail Investors and Market Speculation
Companies mentioned: NVDA, SOFI, QS
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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 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
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2025 Portfolio Contest
2024 Portfolio Contest
2023 Portfolio Contest

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1 hr 7 min
July 09, 2025 161. Concentration vs. Diversification
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 Strategies
07:23 Temperament and Risk Tolerance
10:42 Portfolio Management Examples
19:52 Learning Through Experience
24:18 Learning from Mistakes
24:40 Starting with ETFs
25:47 Mindset and Risk
27:32 Diversification Strategies
33:47 Portfolio Management
42:56 Listener Engagement and Resources
Companies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF
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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
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49 min
July 02, 2025 160. Finding Long-Term Value With Short-Term Tools
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 Suggestion and Our Approach
04:44 Identifying Long-Term Value Drivers
05:03 Secular Tailwinds and Industry Analysis
06:44 Challenges in Renewable Energy and EVs
11:18 Competitive Advantages in Investing
13:55 Economic Moats and Market Disruptions
23:23 Resilience to Economic Conditions
28:03 Healthcare Technology and Long-Term Trends
31:50 Discussing Intuitive Surgical's Long-Term Growth
36:06 Amazon's Strategic Spending and Long-Term Vision
39:00 Meta's Year of Efficiency and Market Recovery
40:03 Evaluating Enphase and CrowdStrike's Market Position
52:56 Investment Strategies and Portfolio Examples
Companies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM
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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
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1 hr 4 min
June 25, 2025 159. Alex Morris: Buffett and Munger Unscripted
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: Alex Morris
02:05 Discussing Alex's Book: Buffett and Munger Unscripted
06:07 Insights on Berkshire Hathaway and Investing
09:52 Buffett and Munger's Investment Philosophy
14:29 Personal Reflections on Investing
20:15 The Future of Berkshire Hathaway
23:21 The Challenge of Excess Cash
24:37 Buffett's Cash Philosophy
25:33 Future of Berkshire's Capital Allocation
36:23 The Influence of Buffett and Munger
Companies mentioned: AAPL, BRK.B, KO, MRKL
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Join our Patreon
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
******************************************
2025 Portfolio Contest
2024 Portfolio Contest
2023 Portfolio Contest

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51 min
June 21, 2025 Misfit Monthly 4: Jeff Was Right
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, long-term investment strategies.

01:03 Discussing the Previous Episode: Finding an Edge
01:29 The Less Efficient Market Hypothesis
08:06 Efficient Market Theory Explained
13:05 Growth vs. Value Investing
19:47 The Influence of Social Media on Investing
27:08 Misfit Alpha and Investing Strategies

Link to Cliff Asness' report: https://www.aqr.com/Insights/Perspectives/The-Less-Efficient-Market-Hypothesis
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Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted
Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.social
Join our Patreon
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 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
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40 min
June 18, 2025 158. Flyover Stocks Unscripted
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 offers advice for retail investors.
00:51 Introducing the Guest: Todd Wenning
02:21 Todd's Origin Story in Investing
05:00 The Birth of Flyover Stocks
05:17 The Importance of Writing in Investing
11:01 Evaluating Companies: Management and Moats
15:02 Navigating Uncertain Times
21:29 Economic Moats and Competitive Advantages
26:15 Understanding Pricing Power and Market Positioning
26:41 Case Study: Admiral Group's Cost Obsession
27:51 Cost Advantage vs. Differentiation
29:51 Flyover Stocks and Advisory Services
32:49 Balancing Long-Term Investments with Short-Term Challenges
37:53 The Importance of Communication in Investment Advisory
44:14 Lightning Round: Best and Worst Investments
46:36 Retail Investors: Patience and Sentiment Analysis
49:11 Final Thoughts and Advice for Retail Investors
Companies mentioned: AMZN, EBAY, GO, KO, META, OAK.B, ORLY, TTD
Check out Flyover Stocks: https://www.flyoverstocks.com/
Check out KNA Capital: https://www.kna-capital.com/
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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 finchat.io, 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
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56 min
June 14, 2025 First Fridays 20. June 2025
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 Market Predictions and Strategies
31:24 Market Predictions and Company Resilience
33:27 Tobacco Stocks and Moral Dilemmas
34:53 Savvy Trader Picks and Apology
39:40 TransMedics: Revolutionizing Organ Transplants
44:27 Tesla RoboTaxi Speculations
53:27 Public Portfolio Contest Update
58:36 Earnings Season Surprises
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Join our Patreon
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
******************************************
2025 Portfolio Contest
2024 Portfolio Contest
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1 hr 6 min
June 11, 2025 157. Market Vibes 2025
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 Investment Strategies Over Time
26:21 Challenges of Building Cash Reserves
26:29 Debating Cash Deployment Systems
27:19 Market Volatility and Investment Decisions
29:13 Balancing Cash and Stock Investments
31:42 Inflation and Market Reactions
39:25 Concerns Over Government Debt and Bond Yields
Companies mentioned: ASML, BBB, BEP, FSLR, KNSL, LOB, WD, WRBY
*****************************************
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 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
******************************************
2025 Portfolio Contest
2024 Portfolio Contest
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53 min
June 05, 2025 156. Is it Getting Harder to Find an Edge?
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
06:59 Personal Investment Strategies and Market Reactions
14:09 Economic Stimulus and Market Recovery
18:46 Set It and Forget It Investors
20:04 The Struggles of Early Retirement Planning
21:50 The Evolution of Financial Advice
22:58 The Impact of Automation on 401k Contributions
25:22 Debating Retail Investors' Behavior
26:10 The Role of Financial Education
27:51 Long-Term Investing Strategies
31:57 The Future of Retail Investing
Companies mentioned: 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 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
******************************************
2025 Portfolio Contest
2024 Portfolio Contest
2023 Portfolio Contest

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