Investing Unscripted

In this month’s livestream, Jason and Jeff discuss the Q2 portfolio contest winner, the recent performance of SoFi and QuantumScape, and share their economic predictions amidst ongoing tariff talks.00:32 First Friday Live Stream Tradition01:16 Engaging with the Audience01:27 Investing Unscripted 2025 Portfolio Contest02:44 Discussing Rocketing Stocks: SoFi and QuantumScape04:13 SoFi: A Deep Dive16:22 QuantumScape: The Future of Solid-State Batteries30:41 Balancing Index Funds and Individual Stocks33:22 Retirement Stock Strategies34:02 Conviction in Individual Stocks35:04 Best Performing Stocks Discussion36:42 Portfolio Contest Review40:30 Charity Donation Announcement43:05 Economic Predictions and Tariffs50:19 Portfolio Adjustments and Crypto Thoughts55:28 Dividend Stocks and REITs58:37 Retail Investors and Market SpeculationCompanies mentioned: NVDA, SOFI, QS*****************************************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 discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation includes their own investment journeys and how portfolios can become more concentrated over time. 01:36 Main Topic: Concentration vs Diversification01:43 Warren Buffett vs Peter Lynch03:38 Berkshire Hathaway's Portfolio04:48 Personal Investment Strategies07:23 Temperament and Risk Tolerance10:42 Portfolio Management Examples19:52 Learning Through Experience24:18 Learning from Mistakes24:40 Starting with ETFs25:47 Mindset and Risk27:32 Diversification Strategies33:47 Portfolio Management42:56 Listener Engagement and ResourcesCompanies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF*****************************************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 discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades. 00:15 The Origin of Today's Topic00:53 Balancing Short-Term Information with Long-Term Goals02:17 John's Suggestion and Our Approach04:44 Identifying Long-Term Value Drivers05:03 Secular Tailwinds and Industry Analysis06:44 Challenges in Renewable Energy and EVs11:18 Competitive Advantages in Investing13:55 Economic Moats and Market Disruptions23:23 Resilience to Economic Conditions28:03 Healthcare Technology and Long-Term Trends31:50 Discussing Intuitive Surgical's Long-Term Growth36:06 Amazon's Strategic Spending and Long-Term Vision39:00 Meta's Year of Efficiency and Market Recovery40:03 Evaluating Enphase and CrowdStrike's Market Position52:56 Investment Strategies and Portfolio ExamplesCompanies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM*****************************************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 welcome Alex Morris, a second-time guest and author of 'Buffett and Munger Unscripted.' The trio discusses the significance of Berkshire Hathaway meetings and the making of Alex's book. They delve into Warren Buffett's and Charlie Munger's investment philosophies, the evolution of their strategies, and how individual investors might apply these lessons. 01:03 Introducing the Guest: Alex Morris02:05 Discussing Alex's Book: Buffett and Munger Unscripted06:07 Insights on Berkshire Hathaway and Investing09:52 Buffett and Munger's Investment Philosophy14:29 Personal Reflections on Investing20:15 The Future of Berkshire Hathaway23:21 The Challenge of Excess Cash24:37 Buffett's Cash Philosophy25:33 Future of Berkshire's Capital Allocation36:23 The Influence of Buffett and MungerCompanies mentioned: AAPL, BRK.B, KO, MRKL*****************************************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 Tyler discuss market efficiency, referencing Cliff Assnes's paper on the 'Less Efficient Market Hypothesis.' They explore value investing, the influence of social media on market behavior, and strategies for individual investors. The hosts emphasize the importance of exploring under-the-radar stocks and maintaining a mix of index funds and individual picks, advocating for thoughtful, long-term investment strategies.01:03 Discussing the Previous Episode: Finding an Edge01:29 The Less Efficient Market Hypothesis08:06 Efficient Market Theory Explained13:05 Growth vs. Value Investing19:47 The Influence of Social Media on Investing27:08 Misfit Alpha and Investing StrategiesLink to Cliff Asness' report: https://www.aqr.com/Insights/Perspectives/The-Less-Efficient-Market-Hypothesis *****************************************Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.socialJoin 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 with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, strategies for navigating market volatility, and offers advice for retail investors. 00:51 Introducing the Guest: Todd Wenning02:21 Todd's Origin Story in Investing05:00 The Birth of Flyover Stocks05:17 The Importance of Writing in Investing11:01 Evaluating Companies: Management and Moats15:02 Navigating Uncertain Times21:29 Economic Moats and Competitive Advantages26:15 Understanding Pricing Power and Market Positioning26:41 Case Study: Admiral Group's Cost Obsession27:51 Cost Advantage vs. Differentiation29:51 Flyover Stocks and Advisory Services32:49 Balancing Long-Term Investments with Short-Term Challenges37:53 The Importance of Communication in Investment Advisory44:14 Lightning Round: Best and Worst Investments46:36 Retail Investors: Patience and Sentiment Analysis49:11 Final Thoughts and Advice for Retail InvestorsCompanies mentioned: AMZN, EBAY, GO, KO, META, OAK.B, ORLY, TTDCheck out Flyover Stocks: https://www.flyoverstocks.com/Check out KNA Capital: https://www.kna-capital.com/*****************************************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://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

It’s the June First Fridays (on the second Friday) and we discuss the economic impact of recent global events, ethical considerations in investing, the potential implications of tariffs, and interact with our live audience. Subscribe to our Patreon to get notified of the next livestrem.02:16 Discussing Recent News Events04:17 Ethics in Investing13:15 Community Shoutouts and Comments18:45 Market Predictions and Strategies31:24 Market Predictions and Company Resilience33:27 Tobacco Stocks and Moral Dilemmas34:53 Savvy Trader Picks and Apology39:40 TransMedics: Revolutionizing Organ Transplants44:27 Tesla RoboTaxi Speculations53:27 Public Portfolio Contest Update58:36 Earnings Season Surprises*****************************************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 delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times.02:29 Market Trends and Personal Portfolio Insights07:26 Tariffs and Their Impact on the Market17:28 Investor Strategies and Market Reactions24:54 Reflecting on Market Timing and Cash Management25:48 Changing Investment Strategies Over Time26:21 Challenges of Building Cash Reserves26:29 Debating Cash Deployment Systems27:19 Market Volatility and Investment Decisions29:13 Balancing Cash and Stock Investments31:42 Inflation and Market Reactions39:25 Concerns Over Government Debt and Bond YieldsCompanies mentioned: ASML, BBB, BEP, FSLR, KNSL, LOB, WD, WRBY*****************************************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

Is it getting harder to find an edge as an investor? Jason and Jeff discuss the increasing availability of financial education and whether this shift impacts the traditional edge held by long-term investors. 01:31 Today's Topic: Finding an Edge in Investing01:47 Ben Carlson's Insights on Smart and Dumb Money05:01 Defining Smart Money vs. Dumb Money05:53 Retail Investors and Market Dynamics06:59 Personal Investment Strategies and Market Reactions14:09 Economic Stimulus and Market Recovery18:46 Set It and Forget It Investors20:04 The Struggles of Early Retirement Planning21:50 The Evolution of Financial Advice22:58 The Impact of Automation on 401k Contributions25:22 Debating Retail Investors' Behavior26:10 The Role of Financial Education27:51 Long-Term Investing Strategies31:57 The Future of Retail InvestingCompanies mentioned: 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 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