『Investing Unscripted』のカバーアート

Investing Unscripted

Investing Unscripted

著者： Jason Hall and Jeff Santoro
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Welcome to Investing Unscripted, where we ask the hard questions about investing, the stock market, and personal finance. We don't have THE answers, we only have OUR answers.Jason Hall and Jeff Santoro 個人ファイナンス 経済学
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  • 222. David Gardner: Rule Breakers, AI, and the Next Great Stocks

    222. David Gardner: Rule Breakers, AI, and the Next Great Stocks
    2026/09/09
    In this episode, Jason and Jeff welcome back The Motley Fool co-founder David Gardner to discuss his book, Rule Breaker Investing, and the origins of his market-beating philosophy. The trio unpacks why seemingly overvalued stocks often generate the biggest returns, how AI is impacting established platforms like Booking Holdings, and whether mega-caps like Nvidia and Netflix have graduated from "Rule Breakers" to "Rule Makers". Plus, Jason and Jeff expand their ongoing stock-picking contest by pitching new additions to their portfolios. 00:43 Final Stock Market Book 02:53 How Rule Breaker Began 05:32 Yahoo Lesson on Valuation 08:36 Rule Breakers vs Goliaths 09:59 Values and Stock Picking 15:16 Overvalued Can Be a Signal 21:24 Market Outlook and Optimism 27:51 Sponsor Break and Tools 29:39 AI Selloff and Long View 34:24 Bubbles and Staying Invested 39:18 Rule Breakers Framework 39:43 Nvidia Still Breaking Rules 44:34 AI To Robotics Next 44:43 Netflix Rule Maker Era 47:44 Giving Appreciated Stock 49:45 Booking Versus AI Threat 51:09 Platforms Network Effects 56:36 Smattering Six Results 01:01:56 Power Law And Snap Test 01:07:48 Conscious Capitalism Closing Companies mentioned: ABNB, AMZN, AX, BKNG, CPNG, NFLX, NVDA, PCOR, PTON, QXO, RKLB, SBUX, SHOP, TBBB, TJX, TMDX, TSLA, WRBY Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 時間 13 分
  • First Fridays 34. September 2026

    First Fridays 34. September 2026
    2026/09/06
    In this September 2026 First Fridays live stream, Jason and Jeff tackle a jam-packed earnings season and a surprisingly resilient market. The hosts dissect The Trade Desk's revenue contraction and strategic missteps against tech walled gardens, debate whether Lemonade's post-earnings drop was justified despite a record-low 60% gross loss ratio, and break down DocuSign's incredibly consistent free cash flow generation. The duo also checks in on the portfolio contest, explores the nuances of trimming big winners like ASML and Datadog to rebalance, and evaluates QuantumScape's pivot to manufacturing partnerships with its new Honda deal. 00:32 First Friday Roll Call 02:57 How We Promote Stuff 05:41 Market Vibes Check 09:58 AI Supercycle Debate 13:13 DocuSign Breakdown 20:41 SavvyTrader and Community 23:05 Why TJX Is a Buy 28:25 New Stock Ideas PRCT 29:20 Medical Devices Watchlist 31:24 ResMed and GLP-1 Impact 32:35 Surgical Robots Competition 36:07 Baseball Cards and Value 41:06 Smattering Contest Update 43:18 New Picks Rocket Lab 47:54 Listener Portfolio Standings 51:53 Selling Stock Regrets 57:03 Wrap Up and Disclosures Companies mentioned: AAPL, AFG, APH, ASML, AVGO, BOC, CLF, COST, CPNG, DAVA, DDOG, DOCU, IONQ, ISRG, KNSL, LEN, LMND, MDT, MELI, MRNA, MTH, NNI, NOW, NVDA, PCOR, PRCT, PYPL, QS, QXO, RHP, RKLB, RMD, SOUN, TJX, TTD, TWLO, WINA Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    1 時間 1 分
  • 221. Investing Basics: How to Build a Portfolio

    221. Investing Basics: How to Build a Portfolio
    2026/09/02
    In this back-to-basics episode, Jason and Jeff break down the foundational rules of portfolio construction, asset allocation, and true risk diversification. The hosts explore how to blend an index fund baseline with individual stock picking, examine the mechanics of position sizing and rebalancing, and debate different cash-deployment frameworks. To cap it off, both hosts reveal brand-new stock purchases made during the recording: Jeff's starter position in Brad Jacobs' roll-up vehicle QXO and Jason's opportunistic buy of The TJX Companies. 00:59 Welcome to Investing Unscripted 03:25 Portfolio Basics Setup 04:47 Why Portfolios Matter 08:32 Diversification and Allocation 10:16 Risk Factors Explained 15:29 Beginner Diversification Tips 17:15 Cash and Time Horizon 22:24 Big Picture Diversification 24:27 Mindset and Risk Tolerance 27:55 Simple Starter Portfolio 28:19 Building a Stock Base 29:17 Know Your Investor Style 31:07 Buy Market or Companies 33:22 Index Funds First 35:17 Automating Early Investing 37:57 DCA vs Loose Cadence 39:35 Avoid Cash Timing Traps 41:58 Rollover Deployment System 45:35 Opportunistic Buys and Trims 46:52 New Positions TJX and QXO 49:24 QXO Strategy and Competition Companies mentioned: ASML, DDOG, ENPH, FSLR, HD, LOW, NVDA, QS, QXO, SBUX, TJX, TSLA, TSM Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
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    56 分
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