John Maxfield may be the most under-the-radar expert on banks in America, an industry Jason thinks investors are missing out on if they don't understand. In this episode, Jeff and Jason have a wide-ranging conversation with John about banks as businesses, investments, and what you need to know to get started making the most of your new-found bank knowledge – including where you can find that knowledge. Companies discussed: AMC, AMZN, BLNK, BOC, BIP, CRWD, DDOG, LMND, MELI, META, OM, SPG, TREX, TSLA, TSM, TTD Connect with John on Twitter John's top 3 information sources on banks: https://fraser.stlouisfed.org/ https://banks.data.fdic.gov/bankfind-suite/ https://www.sec.gov/edgar/searchedgar/companysearch We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio

How many stocks should you own? Like many of the hard investing questions, there are a lot of right answers. And the number that's right for one person may be completely wrong for someone else. There's also a good chance the number that's right for you today could change over time. In this episode, Jeff and Jason talk through this challenging topic, share their own experiences and offer some ideas for how you can find your own right answer. Companies discussed: AAPL, CRWD, CSCO, DIS, GE, LMND, MELI, NFLX, TREX, TTD, TXN, UPST, ZM We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio

Mailbag! This week, Jeff and Jason answer questions about valuing companies who've gone through major changes in their business, a group of renewable energy stocks, the chances some really beaten-down stocks can recover, stock-based compensation, and some interesting data about stock returns. After the ad break, we play "tell me I'm wrong," and now Jason is going to blow up his portfolio. Stay tuned for more on that… Companies discussed: COIN, DHI, DMTK, FLGT, MRNA, RDFN, TWLO, UPST We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio

Many people look forward to retiring, often with dreams – or even plans – of days filled with leisure. But the reality is, after years of working or running a business, people need something to fill their time, replace the lost companionship, and provide a sense of fulfillment. And for people planning to retire early, often you need to bridge the lost income and benefits not available until full retirement age. Brian Withers understands these things deeply, having walked away from a high-paying corporate job in his early 50s. In this episode, Jason and Jeff talk with Brian about his experiences making an early retirement possible, how he manages his investments, and maybe most importantly, how he figured out what he was retiring to when he left the corporate world. Looking to connect with Brian? Check out https://brianwithers.com/ and follow him on Twitter @StocksWithBrian. Companies discussed: MELI, NFLX, LMND, HD, HUBS We would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: Find the 2023 Smattering Portfolio here:

Five stocks. 10 Years. That's all you can own. Jeff and Jason go through this thought exercise and learn that there's a lot more to it than just the stocks they came up with. In this episode, they discuss the things they focused on, the characteristics they prioritized in the companies they chose, and most importantly, what they learned about themselves as investors as a result. Can this framework help you invest better? Another tool for your investing toolbox. Companies discussed: BN, BOC, CRWD, DLR, ETSY, HD, LOW, MELI, OM, TREX, TSM, TTD, ZM We would love feedback on the show, and your five stocks for 10 years. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio

People do two things every year: Make resolutions, and then promptly fail to achieve them. When it comes to financial resolutions, it's usually because they are too vague and not actionable, and people don't really plan for success. In this episode, Jason is joined by financial planner and investor Matthew Frankel, CFP®, to discuss why people fail at resolutions, and what they can do to move from resolution to  productive and successful plans. If you're looking to learn more from Matt, you can find him on twitter at @MattFrankelCFP and on YouTube at youtube.com/MattFrankelCFP. We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow

It’s been a year, people. In the last episode of the year, Jason and Jeff talk about the biggest stories of 2022 and what they mean for investors in 2023. Companies mentioned: AMZN, BIP, LCID, NEE, OXY, SBUX, TGT, TSLA, WMT We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow

Time to draft our stocks for the 2023 Smattering Portfolio! In this episode, Jeff and Jason discuss the stocks viewers picked for the listener portfolio, draft their own stocks for the competition, and pick three more stocks together that will go towards the viewer-nominated charity. If you're looking for more insight into some of the stocks Jason and Jeff like, this episode will be right up your alley. For more on the 2023 Smattering Portfolio, listen to last week's episode for more details. See the portfolio HERE. Companies mentioned: AMZN, AMC, BIP, BLNK, BOC, CRWD, DDOG, LMND, MELI, META, OM, SPG, TREX, TSLA, TSM, TTD We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow

Let's get Reckless! Jeff and Jason are joined by three guests to talk about the coming year, and make a wide range of predictions about stocks and the markets broadly. Wondering what Zoom will do with all its cash next year? Whether Bitcoin will outperform bonds? What will Salesforce's Marc Benioff try to buy? We try to answer some of those – and a lot more – with the help of Tyler Crowe, Travis Hoium, and Deidre Woollard Companies mentioned: ABNB, AMZN, ASAN, BOC, COLD, CRM, CRWD, CVNA, KSS, LTCH, OM, PLD, RDFN, TPIC, ZM and more. Where to find our guests on Twitter: Tyler Crowe: @Tyler_M_Crowe Travis Hoium: @TravisHoium Deidre Wollard: @Deidre We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow

December mailbag! In this episode, Jason and Jeff answer listener questions about companies the market has right and wrong, how Jeff decides what to buy each week, valuation metrics, and more. Then, Jason and Jeff reveal the Smattering 2023 Portfolio, a fun stock-picking competition that will benefit multiple charities and include stock picks from listeners! Companies mentioned: ABNB, ASAN, BOC, LTCH, OM, RDFN, TPIC, ZM We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow