Investing Unscripted

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 Update04:21 Investment Philosophy and Challenges11:55 Market Insights and AI Discussion16:57 Infrastructure and Technological Shifts28:59 Tariffs and Economic Impact30:36 Legacy Companies in AI Infrastructure32:15 Cyclical Nature of Markets and Inflation33:29 Interest Rates and Economic Policies36:07 Pricing Power and Consumer Behavior43:56 AI Adoption and Market Potential48:36 Investment Strategies and Market History54:54 Conclusion and Final ThoughtsCompanies mentioned: APH, BIP, BN, CMG, INTC, NVDA*****************************************Join our PatreonSubscribe 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 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 Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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 Performance10:29 AI Revolution and Market Speculations25:41 Brookfield Asset Management and Sentinel One Insights34:13 Exploring the Cybersecurity Landscape34:58 The Impact of Cybersecurity Outages37:42 SanDisk and the AI Boom41:43 Investing Unscripted Portfolio Contest45:58 Reflections on Stock Picks and Market Trends56:17 Political Implications on the Stock Market59:44 Closing Remarks and Future PlansCompanies mentioned: AAPL, AMZN, BAM, BN, CRWD, GOOGL, META, S, SNDK, TSLA*****************************************Join our PatreonSubscribe 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 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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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 Bubble00:56 Pitching the Premium Plan03:38 Market Crash Expectations06:33 AI's Impact on the Market15:55 Energy and AI: A Symbiotic Relationship22:41 The Future of Jobs in an AI-Driven World26:16 AI's Impact on Employment and Economy27:08 Amazon's AI Evolution with Alexa28:05 AI's Role in Business and Education33:34 AI's Influence on Market and Investments37:10 Future of Top Companies and AI42:06 Investment Strategies Amid AI UncertaintyCompanies mentioned: ADBE, AMD, AMZN, ASML, LMND, NOK, NOW, NVDA, TSM*****************************************Join our PatreonSubscribe 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 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 Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Jason and Jeff dive into the world of investing by evaluating Pinterest stock and its monetization hurdles. They tackle whether individual stock pickers lean towards narcissism, emphasizing the balance of humility and strategy. Financial goals take the spotlight, along with insights on the 4% rule for retirement planning. The hosts also share their favorite podcasts, and when it comes to Halloween, they compare candy companies, letting listeners in on their personal favorites. The mix of finance and fun keeps the conversation lively!

Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.01:25 Debating the Existence of Moats04:01 Intangible Asset Moats: Apple and Nike15:12 Pharmaceutical Moats and Patent Protection16:42 Cost Advantages and Efficient Scale24:13 Amazon's Distribution Network Moat24:44 The Amazon Shopping Experience26:05 Amazon's Cost Advantage and Business Model28:18 Switching Costs and Market Stickiness29:12 Shopify's Role in E-commerce31:15 The Risk of Complacency in Companies with High Switching Costs36:59 Network Effects in Business43:55 The Importance of Competitive AdvantagesCompanies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V*****************************************Join our PatreonSubscribe 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 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 Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases.00:48 Introducing the Guest: Robert Brokamp01:31 Previous Episodes and Listener Feedback02:32 Retirement Planning for New Adults04:51 Maximizing Employer Match Contributions09:25 Roth vs. Traditional 401(k)13:21 Pensions and Retirement Income21:46 Retirement Lifestyle and Planning25:56 Emergency Funds and Cash Management27:14 Living in Uncertainty: The Need for a Backup Plan27:47 Retirement Savings: Stocks vs. Cash28:02 The Importance of Cash in Volatile Markets29:46 Approaching Retirement: Adjusting Your Portfolio30:55 Building a Cash Cushion and Transitioning to Bonds33:02 Understanding Bonds: Funds vs. Individual Bonds36:01 The Impact of Interest Rates on Bonds44:51 Holding Stocks in Retirement49:21 Required Minimum Distributions and Tax Strategies50:51 Finding Joy in Work and Retirement*****************************************Join our PatreonSubscribe 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 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 Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Jason and Jeff discuss the potential for an upcoming market crash in 2026, reflecting on last year's predictions, and explore the impacts of AI investment, interest rates, inflation, and tariffs on the market, providing insights on how to adjust investment strategies in uncertain times.01:55 Reflecting on Last Year's Market Crash Predictions06:09 The AI Boom and Market Speculation14:37 Interest Rates and Economic Concerns24:06 Economic Stability and Employment24:23 Impact of AI on Entry-Level Jobs24:55 Government Shutdown and Unemployment25:43 Inflation and Tariffs30:27 Investment Strategies and Market Predictions30:52 Savvy Trader Portfolio Insights32:28 Long-Term vs Short-Term Investment Goals37:37 Practical Uses of AI in Investing40:06 Preparing for Market CrashesCompanies mentioned: CRWV, MSFT NVDA *****************************************Join our PatreonSubscribe 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 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 Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains.04:32 Market Trends and Economic Uncertainty08:40 Stock Talk: QuantumScape and Investment Strategies29:13 Ducati's Quantum Leap29:36 Corning Partnership Boosts Stock30:26 Investor Concerns and Market Reactions31:53 Speculative Investments and Market Sentiment35:06 Strategies for Managing High-Performing Stocks38:07 Balancing Portfolio and Trimming PositionsCompanies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA*****************************************Join our PatreonSubscribe 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 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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today.00:35 Explaining the Random Stock Challenge04:08 First Stock Analysis: LGI Homes11:59 Second Stock Analysis: Roku18:21 Third Stock Analysis: QXO25:27 Fourth Stock Analysis: Airbnb35:48 Simon Property Group: Malls Aren't Dead Yet42:28 Procore: Modernizing the Construction Industry52:26 Reflecting on Investment StrategiesCompanies mentioned: ABNB, LGIH, ROKU, SPG, QXO*****************************************Join our PatreonSubscribe 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 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 Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.00:37 Listener Questions and Engagement02:58 Quarterly Earnings Debate17:32 YouTube Comments and Trade Desk Discussion23:27 Market Sentiment and Trade Desk Analysis23:48 Ad Tech Industry Dynamics26:08 Stock Valuation and Future Prospects30:25 Stock-Based Compensation Discussion38:44 Investing in Restaurant Stocks47:45 Spam Comment of the MonthCompanies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ*****************************************Join our PatreonSubscribe 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 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 Six2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest