Investing Unscripted 185. The 2026 Portfolio Contest & 2025 Market Review
In this holiday special, Jason and Jeff wrap up 2025 by reviewing the year's biggest stories—from the AI boom to inflation and trade wars. They discuss whether the AI narrative is showing any cracks and debate which sectors might dominate in 2026, with Jason making a case for homebuilders and Jeff eyeing the energy sector. The hosts also reveal the simplified rules for the 2026 Investing Unscripted Portfolio Contest, inviting listeners to submit their "buy and hold" picks for charity. Finally, they share their "YOLO" picks and confess what they got wrong in 2025.
01:25 Upcoming Contest Announcement
02:00 2025 Year in Review
05:47 AI Dominance and Market Trends
13:08 Stock Picks for 2026
18:19 Sector Predictions for 2026
23:25 AI and Renewable Energy: The China Factor
24:53 Reflecting on 2025: Biggest Misjudgments
27:39 Lemonade's Unexpected Success
30:48 Top Performing Stocks of 2025: Predictions for 2026
34:47 Robinhood's Race Against Time
37:30 2026 Stock Contest: Rules and Guidelines
44:29 Wrapping Up: Final Thoughts and Holiday Wishes
Companies mentioned: GOOGL, ENPH, LMND, MU, NEM, NVDA, PLTR, HOOD, STX, SNPS, WBD, WDC
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