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  • 152. Jason’s Perfect Buffett Prediction

    152. Jason’s Perfect Buffett Prediction
    2025/05/07

    Before heading to Omaha for the Berkshire Hathaway Annual Meeting, Jason and Jeff speculated on the company’s future and made reckless predictions about what might happen at the meeting. Now, we get to see if they were right or wrong!

    00:39 Preview of Berkshire Hathaway Annual Meeting

    01:59 Discussion on Berkshire's Investments and Predictions

    04:09 Understanding Berkshire's Business Structure

    14:07 Lessons from Buffett and Munger

    24:37 Favorite Berkshire Investments

    31:21 Favorite Berkshire Stocks: Amazon and Apple

    35:42 Berkshire's Portfolio and Cash Reserves

    39:40 Reckless Predictions: Buffett's Retirement

    47:38 The Future of Berkshire Hathaway

    50:56 Closing Thoughts

    Companies mentioned: AAPL, BATRK, BRK.A, BRK.B, SIRI

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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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    52 分
  • 151. April 2025 Mailbag

    151. April 2025 Mailbag
    2025/04/30

    Jeff and Jason dive into listeners' questions about investment time horizons, optimizing emergency funds, and classifying consumer staples. Key highlights include thoughts on speculative vs. strong conviction positions, the potential pitfalls of using a Roth IRA for emergency funds, and evaluating traditional 'defensive' consumer stocks in today's market.

    00:53 Mailbag Time: Answering Your Investing Questions

    02:31 Travel Plans and Upcoming Events

    03:16 First Listener Question: Investment Time Horizons

    06:36 Defining Long-Term Investments

    08:17 Speculative vs. Strong Conviction Positions

    18:33 Holding Winning Stocks

    19:42 Next Listener Question: Emergency Fund Strategies

    23:18 Understanding Required Minimum Distributions

    24:12 The Benefits of a Roth IRA

    24:55 Challenges of Contributing to a Roth IRA

    26:44 Flexibility of Roth IRAs vs. 403(b)

    27:38 The Purpose of an Emergency Fund

    28:22 Creative Yield Strategies for Savings

    29:31 Risks of Money Market Accounts

    30:43 Defensive Consumer Stocks in a Recession

    35:25 The Lipstick Effect and Brand Loyalty

    39:43 Evaluating Consumer Staples and Investment Goals

    42:38 Encouragement and Listener Engagement

    Companies mentioned: BUD, COST, EL, ENPH, HSY, KO, RKLB, TSLA

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    Email: investingunscripted@gmail.com

    Twitter: @InvestingPod

    Check out our YouTube channel for more content:

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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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    45 分
  • Chit Chat Stocks: 2025 Portfolio Shakedown

    Chit Chat Stocks: 2025 Portfolio Shakedown
    2025/04/23

    This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere you enjoy podcasts.


    00:33 Crossover Episode Announcement

    02:12 Chitchat Stocks Podcast Introduction

    03:50 Brett's Portfolio Breakdown

    36:48 Ryan's Portfolio Breakdown

    37:31 Portfolio Overview and Market Thoughts

    38:39 Detailed Portfolio Breakdown

    39:39 Investment Strategies and Philosophies

    41:26 New Positions: British American Tobacco and Adobe

    42:59 Position Sizing and Portfolio Management

    46:30 Discussion on Specific Stocks

    01:06:18 Home Builders and Market Outlook

    01:09:31 Final Thoughts and Watchlist


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    Email: investingunscripted@gmail.com

    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

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    1 時間 12 分
  • Misfit Monthly 3: Nobody Saw This Coming

    Misfit Monthly 3: Nobody Saw This Coming
    2025/04/20

    Jason and Tyler discuss the importance of sound corporate governance, particularly during economic uncertainty such as tariffs. They emphasize conservative investment underwriting and evaluating management incentives. Tyler highlights two professional services firms, FTI Consulting and EXL Services, which can excel in shifting environments. Jason shares recent investments in companies like First Solar, Live Oak Bank, and QXO, and these firms' long-term potential despite current market challenges.

    03:27 Impact of Tariffs on Businesses

    10:35 Characteristics of Successful Companies

    22:34 Investing Strategies and Management Incentives

    31:09 Current Investment Opportunities

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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

    Sign up for the Investing Unscripted newsletter at InvestingUnscripted.com

    Subscribe to our portfolio on Savvy Trader

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    Email: investingunscripted@gmail.com

    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

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    42 分
  • 150. Ben Carlson Unscripted

    150. Ben Carlson Unscripted
    2025/04/16

    Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets.

    00:48 Ben Carlson's Career Journey

    01:54 Investment Strategies and Asset Allocation

    02:51 Impact of the Great Financial Crisis

    09:22 The Role of a Wealth Manager

    11:55 DIY Investing vs. Professional Advice

    15:50 Navigating Market Noise and Historical Context

    22:31 The AI Boom and Investment Implications

    26:27 Market Predictions and Diversification

    28:03 Realistic Expectations in Wealth Management

    29:39 Personal Investment Strategies

    32:51 Avoiding Market Timing Pitfalls

    35:49 Automating Investments for Success

    42:51 Balancing Saving and Spending

    Companies mentioned: NVDA

    Find Ben’s work at: https://awealthofcommonsense.com/

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    Subscribe to our portfolio on Savvy Trader

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    Email: investingunscripted@gmail.com

    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

    *Terms and Conditions apply.

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    52 分
  • 149. How to Be a Tariffic Investor

    149. How to Be a Tariffic Investor
    2025/04/09

    Jason and Jeff discuss the current market volatility amidst new tariff announcements by President Trump, providing real-time reaction to the whipsaw market behavior and share their strategies for navigating this uncertain period. Jason details his use of options to manage risk and build positions, while Jeff focuses on sticking to his established investing framework. They also explore the implications of a prolonged economic downturn and share their thoughts on balancing short-term concerns with long-term goals.

    02:13 Impact of Tariffs and Market Reactions

    04:17 Political Perspectives and Economic Implications

    06:54 Investment Strategies During Market Downturns

    10:07 Personal Investment Reflections and Strategies

    17:30 Options Strategies and Market Opportunities

    28:01 Sticking to a Covered Call Strategy

    28:56 Using Covered Calls and Puts for Income

    32:53 Concerns About Market Volatility

    34:27 Evaluating Investment Opportunities

    38:04 Strategies for Long-Term Investment

    49:26 Preparing for Financial Uncertainty

    54:29 Final Thoughts and Listener Engagement

    Companies mentioned: COST, DAVA, SHOP, TOST

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    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 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

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    56 分
  • First Fridays 18. April 2025

    First Fridays 18. April 2025
    2025/04/05
    It’s the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications for investors. They emphasize sticking to tried-and-true investment frameworks, especially amidst market volatility. They also dive into recent IPO CoreWeave and talk about the Q1 winner of the 2025 portfolio contest.01:28 Planning for the Berkshire Hathaway Annual Meeting09:21 Market Reactions and Investment Strategies13:35 Impact of Tariffs on Investments23:59 Evaluating Stock Valuations and Portfolio Management33:03 Setting Alerts for Stock Prices33:56 Managing a Diverse Portfolio36:43 Conviction in Stock Choices47:48 Impact of Tariffs on Investments50:31 Savvy Trader Portfolio Contest56:04 Core Weave IPO and AI InvestmentCompanies mentioned: AAPL, KNSL, LOB, UPST, WRBY*****************************************Subscribe to our portfolio on Savvy Trader *****************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck 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.2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
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    1 時間 5 分
  • 148. March 2025 Mailbag (In April. Because of February)

    148. March 2025 Mailbag (In April. Because of February)
    2025/04/02
    Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternative investment strategies, such as the Calamus ETFs, comparing their potential benefits and drawbacks against more conventional options like CDs and money market accounts. 03:22 Understanding Cost Basis and Portfolio Management06:28 Deep Dive into Portfolio Strategies16:02 Sponsor Messages and Advertisements26:36 Portfolio Concentration and Small Positions28:23 Cash Management and Investment Strategy29:30 Challenges of Managing a Large Portfolio30:53 Conviction and Adding New Companies31:15 Understanding and Following Your Investments35:41 When to Bail on an Investment36:38 QuantumScape: A Case Study46:36 Calamus ETFs: An Alternative to CashCompanies mentioned: GOOG, QSSubscribe to our portfolio on Savvy Trader Email: investingunscripted@gmail.comTwitter: @InvestingPodCheck out our YouTube channel for more content: To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscriptedListen to the Chit Chat Stocks Podcast for discussions on stocks, financial markets, super investors, and more. Follow the show on Spotify, Apple Podcasts, or YouTubeInvesting 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.2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest
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    54 分