Investing Unscripted

(If you're not familiar with The Smattering 2023 Portfolio Contest, check out episode 32) Three months into 2023, and it's clear that you, our listeners, are the best stock pickers. Or that's what the early results of The Smattering 2023 Portfolio Contest show! In this Episode, Jeff and Jason discuss their early takes on the stocks they picked, lessons learned so far this year, and where their convictions lie going forward.  In the second part of the show, Jeff asks the question, Did Jason Just Buy a Penny Stock? Maybe. Sorta.  Companies mentioned: AMC, AMZN, ATY, BIP, BOC, BLNK, CRWD, DDOG, LMND, MELI, META, OM, TREX, TSLA, SPG, TSM, TTD 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

If you're looking for a podcast with deep individual stock research, Chit Chat Money is one of the best. Brett Schafer and Ryan Henderson recently joined us on The Smattering to talk about their journey from co-kickers on their college football team, to co-hosts of a popular podcast, their investments, and how Chit Chat Money and their investing styles have evolved. Most importantly, we get some of their favorite stock ideas, and learn who was the better college football kicker.  Chit Chat Money on Spotify: https://open.spotify.com/show/4SBtOWGEOmD9pmltgIXO8r Substack: https://chitchatmoney.substack.com/ Ryan on Twitter: https://twitter.com/CCM_Ryan Brett on Twitter: https://twitter.com/CCM_Brett Companies mentioned: AAPL, ABNB, AMZN, ATVI, BKNG, BMBL, COST, CPNG, GRND, HD, HSY, LOV, META, MTCH, NNI, PM, SFM, SHOP, SPOT, SQ 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

The U.S. is going through its first banking crisis – or potential crisis – in almost 15 years. And like prior panics, crises, and downturns, it seemingly came out of nowhere, with Silicon Valley Bank erupting in fire overnight, and the fire spreading to Signature Bank and threatening to send the whole neighborhood (or at least a notable cul-de-sac – of regional banks up in flames. We've seen this play out before. A crisis happens. Stocks crash. Investors either make or lose money, depending on whether they run toward the fire, or run away.  In this episode, Jeff and Jason describe their experiences during prior times of market panic, and how these can be both opportunities to profit, and potential threats to your wealth. It all depends on a few key factors.  In the second part of the show, Jason and Jeff introduce a new segment: I Did a Thing! This week, Jason drops a surprise stock sale he made on Jeff, and they talk about what changed.  Companies mentioned: SIVB, SBNY, LOB, SCHW, SOFI, NTB, CPF, AX, FRC, COIN 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

Jacob Goldstein knows a lot about money. He wrote Jason's favorite book (apologies to Morgan Housel) about it, called "Money, the True Story of a Made-Up Thing". Jacob also hosts "What's Your Problem," the podcast where he talks to really smart people about problems they're trying to solve.  This week, Jeff and Jason sat down with Jacob to talk about the failures of Silicon Valley Bank and Signature Bank, and how they compare with past bank crises. They also discuss Jacob's podcast, the problems he's solved and is trying to solve, and what it's like making such a big career change after more than a decade co-hosting NPR's Planet Money podcast.  Companies discussed: SIVB, SBNY Find Jacob on Twitter: https://twitter.com/jacobgoldstein   Jacob's podcast: https://www.pushkin.fm/podcasts/whats-your-problem   Jacob's book on money: https://www.amazon.com/Money-True-Story-Made-Up-Thing/dp/1549107089   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

Time for another mailbag! We answer a handful of great questions from listeners, including concerns about a dividend trap, set-it-and-forget-it investments in renewable energy, our favorite boring stocks, selling stocks on fundamentals, and more. Have questions you want us to answer on a future mailbag? Contact us via the ways below. In the second part of the show, Jeff and Jason also share the results of The Smattering Portfolio contest, two months into the year (link below for more info on this). Have a charity you'd like us to consider for the contest? Email or DM your pitch to us! Companies discussed: AY, BEP, CWEN/CWEN.A, EVA, HASI,NEE, NEP, ODFL, WSO 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

What does our own Jeff Santoro have in common with comedian Mitch Fatel? Despite Jeff's insistence, it's not being funny. Like Jeff (and many of you), Mitch began his investing journey during the Coronavirus pandemic, and now counts picking stocks and learning about the companies he owns as one of his favorite pursuits. Jason and Jeff recently had a wide-ranging conversation with Mitch about his investing story, his many decades in comedy, and how the two overlap with one another. Companies discussed: AAPL, AIG, BNGO, DDOG, DMTK, GOOG, NVDA, PGNY, PYPL, SHOP, TMDX, ZM Connect with Mitch on Twitter: https://twitter.com/mitchfatel Check out Mitch’s Website: https://www.mitchfatel.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/Smatterfolio

Semiconductors are an interesting part of the investing universe so we dedicated an entire episode to them. Listen to an interview Jason did with Nick Rossolillo, one of our favorite investors who knows a lot about the semi space. Then, Jason explains the semiconductor industry to Jeff like he’s 5 years old. Companies discussed: AAPL, AMD, ASML, INTC, NVDA, SSNLF, TSM, TXN Connect with Nick on Twitter: https://twitter.com/nrossolillo Check out Nick’s YouTube channel: https://www.youtube.com/@chipstockinvestor 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

Everyone loves a great story. The problem is that great stories don't always make for great investments. Jeff and Jason share their stories of seven stocks they love, but that they hate that they love.  It's a story as old as time: The portfolio gets what the heart wants. In the second part of the show, Jeff and Jason play Change my mind, the game where they each bring a stock, and the other person has to talk them out of either buying or selling it. Companies discussed: COIN, FLGT, LMND, MKC, NTB, TELL, 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

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