Investing Unscripted 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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