Investing Unscripted

Wondering of Ozempic will kill Pepsico? Does Jason keep his money in buckets? Is it a loser's game to wait for better prices on stocks? These are some of the questions we answered in our latest mailbag episode.  In the second part of the show, Jason and Jeff go through a thought exercise about making big decisions, using an actual decision that Jeff is considering making.  Companies mentioned: AAPL, COST, KO, LIN, NFLX, NVDA, WMT, WSO, PEP, PLNT, PTON 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/Smatterfolio2023

Enjoy the first-ever live recording of The Smattering Podcast. Subscribe to our newsletter for a link to the next live recording. 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/Smatterfolio2023

In this episode, Robert Brokamp, CFP, discusses the importance of teaching kids about money and investing. They cover topics such as financial priorities, involving kids in financial discussions, teaching kids about investing, managing money as spouses, and the challenges of investing with kids. They emphasize the value of starting early with financial education and teaching children the importance of saving and investing for the future.

Jason has some thoughts about one of his favorite companies after a short report comes out.  Companies mentioned: BAM, BIP, BIPC, BN Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27  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/Smatterfolio2023

Every parent wants to help their children have the opportunities for a better life than their own. And whether it's saving for their education, helping them learn to manage their own finance and invest, it can feel daunting. In this episode – the first of a two-part series – Jeff and Jason talk with Robert "Bro" Brokamp, CFP ® an expert on all things personal finance and money, longtime senior advisor at The Motley Fool, and the editor of the Rule Your Retirement newsletter. This week, Bro helps us understand all of the various financial tools available, breaks down when you should start saving and investing for your kids (hint: sooner than you think) as well as some important mistakes to avoid, like saving for a kid's education at the cost of your own retirement savings.  In the second part of the show, Jason and Jeff share their reactions to their conversation with Bro, and their own experiences saving and investing for their own kids.  Resources mentioned: https://www.savingforcollege.com/ https://www.fool.com/ https://www.irahelp.com/ Companies mentioned: HD, SBUX 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/Smatterfolio2023

Who's ready for an episode that further overuses a Halloween trope? You? Well, you're at the right podcast. This week, Jeff and Jason talk about stocks that scare them. Before you run away in – frustration? – hang on. Fear and greed, after all, are the emotions that underpin most of our investing decisions. Winning stock become too big a part of your portfolio and you're afraid holding will cost you wealth? Fear of missing out on the next big thing? Afraid of buying stocks because of interest rates, the economy, or your wife seeing the latest brokerage statement? We've got you covered.  In the second part of the show, we talk about a financial asset that's worth trillions of dollars, but Jason and Jeff have never discussed on the show before: Gold.  Companies mentioned: BEP, CELH, CFLT, DCBO, DDOG, DG, MTB, NEP, NVDA, OM, RHP, SPT, TELL 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/Smatterfolio2023

In April of 2022, Jason declared Netflix “toast”. He was…wrong Since that declaration, Netflix stock has handily beat the market. Jeff and Jason discuss just how wrong Jason was, and what we can learn from it. Companies mentioned:  Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27  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/Smatterfolio2023

Investors have profited wildly from stocks over the past 14 years. Since March 2009, the S&P 500 has returned an average of 15.1% total returns per year. That's a mind-blowing 50% better than the long-term historical average. As a result, do investors have wildly unrealistic expectations going forward? After all, interest rates have been persistently at record lows for much of that time, giving companies access to cheap capital to fund growth, buy back stocks, and acquire competitors. It's also resulted in large sums of institutional money moving into equities to offset the much lower yield available in fixed income.  In this week's show, Jeff and Jason talk through these implications, and most importantly, what individual investors can do to make sure they are prepared for a lower-return environment going forward.  Companies mentioned: AAPL, ASAN, CRWD, GTLS, MSFT, NEP, STEM, TWLO 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/Smatterfolio2023

There are a lot of investment and personal finance websites, newsletters, and supposed "experts" out there. Some are great, while others are, well, not so great.  In this week's show, Jason and Jeff are joined by Alex Morris, a former equities analyst who left Wall Street to start his own stock research newsletter, TSOH Investment Research Service. In their conversation, Alex shares his thoughts on the space, his investing process, advantages that we have as individual investors, and some of his favorite stocks right now. He also talks about some of his biggest investing mistakes, what he's learned, and his evolution as an investor.  Companies mentioned: AAPL, COCO, COST, DG, FQVTF, MSFT, ROKU Find Alex on Twitter: https://twitter.com/TSOH_Investing  TSOH Investment Research Service:  https://thescienceofhitting.com/  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/Smatterfolio2023

Jason thinks more people should read about what they’re investing in…or stick to index funds. Rough Cuts Theme by Tom McGovern: TikTok and Instagram @tommcgovern27  We would love feedback on the show. Share with us at:  Email Twitter  Check out our YouTube channel for more content Find the 2023 Smattering Portfolio here