Investing Unscripted

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme US political moves on the stock market, evaluate the risks and rewards of investing in Enphase Energy amidst recent legislative changes, and more. 01:43 Addressing Criticisms and Mailbag Introduction02:28 Comparing Google and America03:49 Political Parallels and Alphabet's Strengths06:41 The Future of Alphabet and AI11:02 Antitrust and Alphabet's Potential Breakup14:42 Hypothetical Scenarios and Market Stability20:03 Historical Context and International Relations27:15 Global Perspectives on American Capital29:53 Debate on Endphase and Solar Industry38:58 International Expansion of Enphase44:18 Savvy Trader Portfolio Performance45:42 Overrated and Underrated StocksCompanies mentioned: AAPL, ANET, CEG, CPNG, ENPH, GOOGL, MELI, MSFT, MTH, 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 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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Jason and Jeff announce the launch of their Patreon page to build a dedicated community for their listeners. The episode covers the motivations behind the move, benefits for subscribers, including access to a Discord community, exclusive content, and the importance of having a network of like-minded investors. They also discuss their journey in the investing community and how it has shaped their investing philosophies.00:48 Exciting Announcement: Launching on Patreon04:52 Patreon Tiers and Benefits07:20 Savvy Trader Portfolio and Charity Commitment13:29 Building an Investment Community18:37 Curated Community Experience19:40 The Importance of Community in Investing23:51 Building a Supportive Investing Network26:32 Learning from Investing Mistakes29:19 The Value of Constructive Criticism*****************************************Join our Patreon!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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

ason and Jeff challenge well-known investing advice to determine if it fits every individual circumstance. They discuss personal experiences and observations on topics such as when to hold cash, the relevance of Warren Buffett's advice for average investors, the importance of investing within one's circle of competence, and the nuances of managing risk and debt. 01:35 Reflecting on the Omaha Trip03:08 When Good Advice is Bad04:13 Debunking Common Investment Myths15:00 The Debate on Cash Holdings22:36 Expanding Your Circle of Competence30:11 Learning the Market: Early 2020 Experiences30:44 Understanding Market Basics33:22 The Importance of Risk Management34:33 Personal Experiences with Financial Advisors39:30 Debunking Common Financial Advice42:20 The Role of Debt in Personal Finance47:39 Contrarian Thinking in Investing*****************************************Subscribe to our portfolio on Savvy Trader. Use our discount code for 25% off for the month of May: UNSCRIPTEDMAY*****************************************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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

This Month’s livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss the future of Berkshire, especially after the announcement that Warren Buffett will be stepping down as CEO at the end of the year.00:17 Live from Omaha: Setting the Scene00:54 Big News: Warren Buffett's Retirement Announcement02:57 Reactions and Speculations on Buffett's Retirement06:52 Succession Planning and Future Challenges13:59 Stock Market Reactions and Predictions18:37 Berkshire Hathaway Annual Meeting Experience25:56 Tesla and Corporate Governance Discussion32:51 Bill Ackman's Pitch for Howard Hughes Holdings34:24 Challenges of Replicating Berkshire Hathaway37:57 Berkshire Hathaway's Unique Business Model41:13 Berkshire Hathaway and Brookfield's Future in Energy Infrastructure48:51 Reflections on the Berkshire Hathaway Annual Meeting52:13 Portfolio Contest and Market Observations*****************************************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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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 Meeting01:59 Discussion on Berkshire's Investments and Predictions04:09 Understanding Berkshire's Business Structure14:07 Lessons from Buffett and Munger24:37 Favorite Berkshire Investments31:21 Favorite Berkshire Stocks: Amazon and Apple35:42 Berkshire's Portfolio and Cash Reserves39:40 Reckless Predictions: Buffett's Retirement47:38 The Future of Berkshire Hathaway50:56 Closing Thoughts Companies mentioned: AAPL, BATRK, BRK.A, BRK.B, SIRI*****************************************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*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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 Questions02:31 Travel Plans and Upcoming Events03:16 First Listener Question: Investment Time Horizons06:36 Defining Long-Term Investments08:17 Speculative vs. Strong Conviction Positions18:33 Holding Winning Stocks19:42 Next Listener Question: Emergency Fund Strategies23:18 Understanding Required Minimum Distributions24:12 The Benefits of a Roth IRA24:55 Challenges of Contributing to a Roth IRA26:44 Flexibility of Roth IRAs vs. 403(b)27:38 The Purpose of an Emergency Fund28:22 Creative Yield Strategies for Savings29:31 Risks of Money Market Accounts30:43 Defensive Consumer Stocks in a Recession35:25 The Lipstick Effect and Brand Loyalty39:43 Evaluating Consumer Staples and Investment Goals42:38 Encouragement and Listener EngagementCompanies mentioned: BUD, COST, EL, ENPH, HSY, KO, RKLB, TSLA*****************************************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*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

Brett Schaefer, co-host of the Chit Chat Stocks podcast, dives deep into his personal investment portfolio, sharing strategies and insights on his top holdings. He discusses new positions in British American Tobacco and Adobe, and how he navigates market volatility. The conversation highlights the performance of stocks like Nelnet and O'Reilly, exploring their growth potential in various sectors. Listeners are encouraged to reflect on their portfolios and learn about effective cash management and diversification techniques.

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 Businesses10:35 Characteristics of Successful Companies22:34 Investing Strategies and Management Incentives31:09 Current Investment Opportunities*****************************************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 *****************************************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******************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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 Journey01:54 Investment Strategies and Asset Allocation02:51 Impact of the Great Financial Crisis09:22 The Role of a Wealth Manager11:55 DIY Investing vs. Professional Advice15:50 Navigating Market Noise and Historical Context22:31 The AI Boom and Investment Implications26:27 Market Predictions and Diversification28:03 Realistic Expectations in Wealth Management29:39 Personal Investment Strategies32:51 Avoiding Market Timing Pitfalls35:49 Automating Investments for Success42:51 Balancing Saving and SpendingCompanies mentioned: NVDAFind Ben’s work at: https://awealthofcommonsense.com/*****************************************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*Terms and Conditions apply.*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest

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 Reactions04:17 Political Perspectives and Economic Implications06:54 Investment Strategies During Market Downturns10:07 Personal Investment Reflections and Strategies17:30 Options Strategies and Market Opportunities28:01 Sticking to a Covered Call Strategy28:56 Using Covered Calls and Puts for Income32:53 Concerns About Market Volatility34:27 Evaluating Investment Opportunities38:04 Strategies for Long-Term Investment49:26 Preparing for Financial Uncertainty54:29 Final Thoughts and Listener EngagementCompanies mentioned: COST, DAVA, SHOP, TOST*****************************************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*****************************************2025 Portfolio Contest2024 Portfolio Contest2023 Portfolio Contest