In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest.
01:21 Viewer Interaction and Comments
02:50 Market Vibes and Economic Outlook
15:50 Earnings Season Insights
25:31 Confluent and Outset Medical Discussion
33:07 Investment Strategies and Position Sizing
35:34 UnitedHealth and Berkshire's Investment Moves
40:29 Portfolio Contest Update
46:00 Tobacco Stocks and Meme Stocks Discussion
48:51 QuantumScape's Progress and Potential
51:36 Airbnb's Growth and Challenges
57:19 Enphase Energy and Solar Market Insights
Companies mentioned: ABNB, CFLT, ENPH, OM, TTD, UNH, QS
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