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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The Smattering Six

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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

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader

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

Email: investingunscripted@gmail.com

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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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

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader

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

Email: investingunscripted@gmail.com

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