Look for any podcast host, guest or anyone
Showing episodes and shows of

Jason Hall And Jeff Santoro

Shows

Investing UnscriptedInvesting UnscriptedMisfit Monthly 4: Jeff Was RightJason 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 Investing2025-06-2136 minInvesting UnscriptedInvesting Unscripted152. Jason’s Perfect Buffett PredictionBefore heading to Omaha for the Berkshire Hathaway Annual Meeting, Jason and Jeff speculated on the company’s future and made reckless predictions about what might happen at the meeting. Now, we get to see if they were right or wrong! 00:39 Preview of Berkshire Hathaway Annual Meeting01:59 Discussion on Berkshire's Investments and Predictions04:09 Understanding Berkshire's Business Structure14:07 Lessons from Buffett and Munger24:37 Favorite Berkshire Investments31:21 Favorite Berkshire Stocks: Amazon and Apple35:42 Berkshire's Portfolio and Cash Reserves39:40 Reckless Predictions: Buffett's Retirement47:38 The Fut...2025-05-0752 minInvesting UnscriptedInvesting Unscripted149. How to Be a Tariffic InvestorJason and Jeff discuss the current market volatility amidst new tariff announcements by President Trump, providing real-time reaction to the whipsaw market behavior and share their strategies for navigating this uncertain period. Jason details his use of options to manage risk and build positions, while Jeff focuses on sticking to his established investing framework. They also explore the implications of a prolonged economic downturn and share their thoughts on balancing short-term concerns with long-term goals.02:13 Impact of Tariffs and Market Reactions04:17 Political Perspectives and Economic Implications06:54 Investment Strategies During Market Downturns10:07...2025-04-0955 minInvesting UnscriptedInvesting UnscriptedFirst Fridays 17. March 2025In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They address audience questions, discuss their most recent stock purchases (Costco for Jeff), and touch upon the use of AI for stock research. Join us on the first Friday of the month (usually) live on YouTube.04:55 Market Overview and NASDAQ Analysis06:37 Investment Strategies and Stock Valuations20:20 Options Trading Insights30:26 Listener Interaction and Q&A35:17 Recent Stock Purchases37:04 Long-Dated Options Strategy40:01 Costco Investment Insights42:56...2025-03-081h 04Investing UnscriptedInvesting Unscripted136. Options Investing with Jeff FischerIn this episode, Jason and Jeff are joined by investing expert Jeff Fisher. They dive into the world of options trading, discussing beginner strategies such as covered calls and selling puts, as well as more advanced techniques like synthetic longs. The conversation covers the importance of starting with a solid equity foundation, managing risk, and the nuances of using options in various account types. 03:23 Jeff Fisher's Investing Journey 06:15 Understanding Options: A Beginner's Guide 10:48 Options Strategies: Calls and Puts 17:52 Practical Tips for Trading Options 34:39 Understanding the Value...2025-01-081h 07Investing UnscriptedInvesting UnscriptedFirst Fridays 14: December 2024In the December 2024 Livestream, Jeff and Jason take questions and engage with their audience in real-time. Jason reveals that Jeff's portfolio outperformed his, as per his prediction, with detailed insights into their investment strategies involving cash, bonds, and stocks. The show includes discussions on AI, the resurgence of Bitcoin, and the potential of cryptocurrency. The duo wraps up the episode with a fun holiday-themed segment, debating the best and worst Christmas songs.  02:23 Introduction and Welcoming Viewers 03:42 Portfolio Contest Update 06:15 Market Reactions Post-Election 10:50 Short Selling and Stock Valuation 16:41 DocuSign and S...2024-12-071h 05Investing UnscriptedInvesting Unscripted124. Evolving As An Investor (AAPL, NVDA, PYPL)In this episode Jason and Jeff delve into Jeff's evolution as an investor, discussing the changes in his decision-making process, the psychology behind buying and selling stocks, and the importance of patience and discipline in investing. They explore how Jeff's approach has shifted from impulsive buying to a more thoughtful strategy, emphasizing the significance of understanding the underlying businesses and managing expectations during downturns. The conversation also touches on the importance of tracking investments and the lessons learned from both successes and failures in the stock market. Companies mentioned: AAPL, AMZN, COST, ENPH, F, GPRO, KNSL, NVDA...2024-10-1658 minInvesting UnscriptedInvesting Unscripted119. Jason is Buying a Bunch of BondsOften, when we think about the parts of investing, we think about the years we are growing wealth, and the years we are spending it. But there's an in-between period when long-term goals turn volatility into risk and can see a few bad months derail decades of careful planning and success. In this week's show, Jason explains to Jeff how he's making changes in his portfolio to start lowering the risks that the market's whims upend his family's financial planning as retirement becomes more of a near-term reality than some distant goal.  ***************************************** Subscribe to our p...2024-09-1145 minInvesting UnscriptedInvesting Unscripted118. Investing Unscripted, Unscripted (CRM, NEE, NVDA)In this episode of Investing Unscripted, Jason Hall and Jeff Santoro have an “unscripted” conversation and discuss the market's reaction to interest rates, the performance of dividend stocks, the impact of interest rate cuts, the relationship between dividend stocks and growth stocks, and more.  Companies mentioned: CRM, CSU, DFH, DHI, LEN, MTH, NEE, NVDA, PHM, STEM, TELL ***************************************** Subscribe to our portfolio on Savvy Trader at: https://savvytrader.com/investingunscripted/investing-unscripted-portfolio?s=MjM0NDM6NTQ1OA== ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube chann...2024-09-0458 minInvesting UnscriptedInvesting Unscripted117. August 2024 Mailbag (AMZN, COIN, CRWD, MELI)In this conversation, Jason Hall and Jeff Santoro discuss various investing topics and answer listener questions. They cover book recommendations for new investors, the strategy of doubling up on companies from similar sectors, and their thoughts on stocks that will outperform the market over the next 20 years. They also discuss the importance of understanding the business fundamentals and having a long-term perspective in investing.  Companies mentioned: AAPL, ABNB, AMZN, AVGO, BIPC, BKNG, CCJ, CELH, CFLT, COIN, ELF, GOOG, GOOGL, LOB, MA, MNST, MELI, NU, PATH, TSLA, TXN, ULTA, V, WOLF ***************************************** Subscribe to our p...2024-08-2849 minInvesting UnscriptedInvesting Unscripted110. When Stocks Make a Comeback with Jason MoserEveryone has those stocks in their portfolio that have underperformed, but we continue to hold, either on signs that things are set to improve or just on hope (a terrible thesis). On this week's show, Jeff and Jason are joined by longtime investor and Motley Fool Senior Analyst Jason Moser to discuss this topic, including stocks that holding paid off, others that didn't, and some real-world examples we are watching play out.  Companies mentioned: AAPL, CMG, COST, DOCU, MELI, NVDA, OM, PYPL, TDOC, TWLO ***************************************** Subscribe to our portfolio on Savvy Trader at: https://s...2024-07-101h 01Investing UnscriptedInvesting Unscripted108. Munger vs. the MarketJeff recently went on vacation, and read Poor Charlie's Almanac. On this week's show, he shares with Jason the three things Charlie says every investor should do. We also discuss how difficult it can be to ignore and avoid the noise (such as Nvidia's recent stock split) and focus on what really matters. Jeff and Jason also talk about one of the hardest – most important – skills investors need to master: avoiding errors that are completely of our own actions.  Companies mentioned: AMD, MSFT, NVDA, OM, TPIC, TSLA ***************************************** Subscribe to our portfolio on Savvy Trade...2024-06-1951 minInvesting UnscriptedInvesting UnscriptedRough Cut 10: Jason's Cash Mistake?Jason increased the cash in his portfolio at an inopportune time. Jeff and Jason discuss this decision and what it means moving forward. ***************************************** We would love feedback on the show. Share with us at:  Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio20232024-03-2310 minInvesting UnscriptedInvesting Unscripted95. Stocks in 2024: The Shortest LeashThis week, Jeff and Jason each bring a stock to the show that they're holding on a very short leash. Neither has delivered the expected returns, and there are some signs that things could get worse before getting better. To both hold ourselves accountable, and help you, dear listener, build your own investing framework and hold yourself accountable, we allow ourselves to be interviewed by one another to dig into why we bought these stocks, why we continue to own them, and what we have learned. In the second part of the show, we give an update on the 2024...2024-03-1346 minInvesting UnscriptedInvesting Unscripted92. Narrative Versus Numbers In InvestingEveryone loves a good story. Investors are no different in this regard. Sadly, the great story isn't always the great investment, and it can be hard sometimes to tell when the narrative has begun to drift away from the underlying business results. In this week's episode, Jeff and Jason discuss this, along with other topics related to the differences in the art and the craft of investing.  In the second part of the show, we talk about one of Jason's favorite people, Jeff's dad. More specifically, the five stocks that Jeff's dad made Jeff buy, in a l...2024-02-2156 minInvesting UnscriptedInvesting Unscripted90. Stocks in 2024: Knowing What You Don’t KnowIf you're like most investors, you probably own some stocks that you don't know as well as you should. This week, Jeff and Jason decided to hold themselves accountable and talk through this important topic. In this case, they agreed to each answer a series of questions from the other about a favorite company to demonstrate where they lack knowledge. Experts or pretenders? You be the judge.  It's February! That means it's time for a quick update on the first month of the Investing Unscripted Portfolio Contest! In the second part of the show, we discuss early o...2024-02-0750 minInvesting UnscriptedInvesting Unscripted86. When Should You Stop Investing?2024 is here, and plenty of people are trying to jumpstart, re-start, or just plain start their investing journeys. We hope that Investing Unscripted can help you along your journey! In our usual anachronistic ways, this week's show is taking a very different approach, and we are answering the question, when should you stop investing? Specifically, when should you consider cutting back, or even completely stopping, investing new money, whether in your retirement accounts, taxable brokerage, kid's education accounts, or whatever? Jeff and Jason have a lot of fun with this wide-ranging topic, suggested to us by longtime listener and...2024-01-1056 minInvesting UnscriptedInvesting Unscripted84. Reckless Predictions for 2024What would an end-of-the-year show be without reckless predictions about the coming year? Jason and Jeff are joined by their podcast colleagues Simon Erickson, Ryan Henderson, and Brett Schafer to make some fun predictions about 2024. After listening, check out our guests’ great podcasts: Chit Chat Money and The 7Investing Podcast. Companies mentioned: AAPL, AFRM, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM We would love feedback on the show. Share with us at:  Email: thesmatteringshow@gmail.com Twitter: @InvestingPod Che...2023-12-231h 04Investing UnscriptedInvesting UnscriptedRough Cut 9: Hot Takes on Jeff's PortfolioListen as Jason and Jeff do rapid-fire hot takes on some stocks in Jeff’s portfolio. We would love feedback on the show. Share with us at:  Email: investingunscripted@gmail.com Twitter: @investingpod Check out our YouTube channel for more content:  https://www.youtube.com/@InvestingUnscripted Find the 2023 Investing Unscripted Portfolio here:  https://tinyurl.com/Smatterfolio20232023-12-1909 minInvesting UnscriptedInvesting Unscripted83. December 2023 MailbagIn our last mailbag of 2023, Jeff and Jason field a select few questions from you, our loyal listeners, including a discussion on moats (metaphorical ones that defend the profits of our favorite companies), when it's time to join the market if you can't beat it, and a timely look at end-of-year tax moves in your portfolio.  In the second part of the show, we discuss how we are feeling about the market broadly after a nearly two-month screaming run higher. Jason asks Jeff, "What's your market vibes, bro?"  Companies mentioned: ABNB, ASML, CELH, ETSY, GOOG, GO...2023-12-1651 minInvesting UnscriptedInvesting Unscripted82. Misfit Alpha: The Best Stocks You’ve Never Heard OfEveryone wants to find those hidden stocks that have generated life-changing results. Find the next Amazon or Costco before it becomes, well, Amazon or Costco. But did you know there are a lot of stocks that have been huge winners, but never became household names even as they continue to run circles around more well-known companies? Tyler Crowe, who many of you may know from his regular appearances on our YouTube channel with Jason, has made it his mission to share those winners with the world.  This week, Jeff and Jason chat with Tyler about the multi-year r...2023-12-0953 minInvesting UnscriptedInvesting Unscripted81. Stocks, Venture Capital, and Why it Matters to YouWhat is venture capital? What does it have to do with buying stocks? This week, Jason and Jeff are joined by Joe Magyer, founder of VC firm Seaplane Ventures. After nearly two decades investing in public stocks, Joe now focuses on finding and investing in early-stage companies before they IPO. In this episode, Joe helps explain how VC works, and breaks down the big trend of startups staying private for much longer, why that's happened, and how it potentially affects investors in stocks.  Are you a founder (or an accredited investor) looking to contact Joe? You can f...2023-12-0200 minInvesting UnscriptedInvesting Unscripted80. How Well Do You Know Your Stocks?There's little doubt that investors who understand what they own, and why, should have better investing success. But how much do you really have to know? In this week's show, Jeff and Jason talk about how much knowledge of the companies you own, the industries they operate in, and the companies they compete with, you should have. While there's definitely such a thing as too little knowledge, what about too much? We cover a lot of ground on this topic this week! In the second part of the show, Jeff and Jason celebrate their favorite new holiday...2023-11-2554 minInvesting UnscriptedInvesting Unscripted79. November MailbagWondering 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: the...2023-11-1853 minInvesting UnscriptedInvesting Unscripted78. Investing With Kids with Robert BrokampAfter listening to last week's episode (part one in this two-part series) you should be well on your way to investing for your kids, grandkids, or whatever weirdo child that's important in your life. This week, Jeff and Jason continue their conversation with Robert Brokamp, CFP ®, tackling the much more complicated topic of investing with your kids. Some highlights include the important subject of personal finance, including the value of talking to kids about the importance of earning and spending money, not just saving and investing it.  In the second part of the show, Jason and Jeff di...2023-11-1150 minInvesting UnscriptedInvesting Unscripted77. Investing For Kids With Robert BrokampEvery 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...2023-11-0448 minInvesting UnscriptedInvesting Unscripted76. Stocks That Scare UsWho'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...2023-10-2853 minInvesting UnscriptedInvesting UnscriptedRough Cut 6: Jason Was Wrong About NetflixIn 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 h...2023-10-2610 minInvesting UnscriptedInvesting Unscripted75. Should Stock Investors Lower Their Expectations?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 t...2023-10-211h 03Investing UnscriptedInvesting Unscripted74. Investing With a Pro: Alex Morris of TSOH Investment Research ServiceThere 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 h...2023-10-1455 minInvesting UnscriptedInvesting Unscripted73. Smattering Portfolio Q3 ReviewIt's official! We are nine months through 2023, so it's time for another quarterly review of the 2023 The Smattering Portfolio Contest! And after a gangbuster first half of the year, every portfolio lost value this quarter and a new leader emerged from the pack. Jeff and Jason take a closer look at all 19 stocks in the portfolio, their thoughts so far, and how they feel about the companies they picked going forward.  In the second part of the show, we introduce yet another portfolio: Nick's Picks! Jeff won some money, and his dad made him buy some stocks, i...2023-10-071h 03Investing UnscriptedInvesting Unscripted72. September MailbagThanks to our listeners for a lot of great questions. Topics include holding cash for the long term, a high-growth Latin American bank, keeping conviction during a bear market, and messing around with cyclical stocks among many more. In the second part of the show, Jason asks Jeff, "what's your market vibes, bro?" Begrudgingly, Jeff answers.  Want us to answer your questions on the next mailbag? See how to reach us below.  Get 20% Off and Free Shipping with the code SMATTERING at Manscaped.com Companies mentioned: ATI, MELI, META, NEE, NEP, NU, OM, SO...2023-09-3054 minInvesting UnscriptedInvesting Unscripted71. What Are You Most Afraid You're Wrong About?Fear and greed. These are the base emotions that drive so much of our decision-making as investors. But what are you really afraid of? What, if you get it wrong, could significantly affect your ability to create the wealth you'll need later in life? In this week's episode, Jeff and Jason have an honest conversation about what they're most afraid of being wrong about.  In the second part of the show, we have a conversation about cash. How much do you really need?  Companies mentioned: AAPL, BEP, BOC, CFLT, CWEN.A, GOOG, GOOGL, MSFT, OM, TS...2023-09-2354 minInvesting UnscriptedInvesting UnscriptedRough Cut 3: Don't Be a Bag HolderJason's mad...again. Some companies' entire business model seems to be around getting rich off a good story and retail investors' hard-earned money. Jason's gonna rant and talk with Jeff about how to avoid being a bag holder. Companies mentioned: PLUG Check out our sponsor, Alex Morris at TSOH Investment Research: 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 F...2023-09-2012 minInvesting UnscriptedInvesting Unscripted69. What My Job Taught Me About InvestingInvesting is hard, and a lot of people go into it without any formal training. And as a result, lots of mistakes get made, particularly when it comes to investing in stocks. But that doesn't mean most of us don't come with some skills that cross the divide between day job and weekend investing warrior. In this week's show, Jason and Jeff share some of their own work experiences, how they've helped them be better investors, and in some cases, maybe didn't help (such as being a public school administrator, like Jeff).  In the second part of t...2023-09-0952 minInvesting UnscriptedInvesting Unscripted68. The Magnificenter 7The "magnificent seven" stocks – the seven largest U.S. stocks by market cap – have had an incredible year. Even the worst-performing of the bunch (Microsoft) has gained 35% this year, more than double the ~15% returns of the S&P 500. Considering that these 7 companies make up more than one-quarter of the market cap of the S&P 500, it's no surprise it's been a good year for stocks. But Jeff and Jason think they can do even better. In this week's episode, they each pick alternatives to the "magnificent seven," in a little competition we are calling The Magnificenter Seven. We're even keep...2023-09-021h 05Investing UnscriptedInvesting Unscripted67. Is Being A Lazy Stock Picker Better?Being an active investor is hard. The reality is, humans are wired to do something. It's hard to stand by while our portfolios are doing, well whatever, and not feel the need to act. Stocks going up? Sell to lock in gains. Or maybe buy more! It's going up, after all! Stocks falling? Sell to cut the losses. Or maybe buy more! It's going to go back up, after all! But none less than Warren Buffett has made the case for being a lazy investor. He once wrote, "Benign neglect, bordering on sloth, remains the hallmark of our investment...2023-08-261h 00Investing UnscriptedInvesting Unscripted66. August MailbagIn our second summer mailbag episode, Jason and Jeff field questions from listeners, submitted on Twitter, email, and Commonstock. Topics include stocks we own, getting the most out of cash without falling in love with it, whether the stock market is expensive, or if expensive is the new normal, and how did two idiots like Jason and Jeff manage to get the expertise and skill to be paid to pontificate on investing?  In the second part of the show, we follow up on a topic from last week's episode, "Earnings Season Mindset," and whether Jeff or Jason t...2023-08-1957 minInvesting UnscriptedInvesting UnscriptedRough Cut 1: There's Too Many Investing ProductsJason has a lot of problems with you people! In this first Rough Cut, Jason and Jeff rant about all the free and paid investing resources available out there and what they think about it. 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 2023-08-1610 minInvesting UnscriptedInvesting Unscripted65. Earnings Season MindsetEvery quarter, thousands of companies report their financial results, and investors of all stripes tune in, read up, and trade their way through the season. Volatility is up, and for many people, so is their stress level. So what's an investor to do? In this episode, Jason and Jeff discuss their mindsets during earnings season, including the frameworks they have implemented to help them navigate the volatilities, and make better investing decisions when emotions can be high.  In the second part of the show, we share our first The Smattering Rough Cut, an unedited, unplanned conversation that starts in one d...2023-08-1259 minInvesting UnscriptedInvesting Unscripted64. The Smattering Turns 1Wow, that was fast. In the blink of an eye, The Smattering has turned one year old! In this episode, Jeff and Jason take a stroll down memory lane, sharing some of their favorite stories, episodes, and guests from the first year. We also take a look ahead, and tease a few new ideas coming soon to The Smattering Podcast!  In the second part of the show, we give an update on the 2023 Smattering Portfolio Contest! Jeff finally admits that Jason's portfolio is superior, while Jason remains his typically humble self. We also share our thoughts on w...2023-08-0554 minInvesting UnscriptedInvesting Unscripted63. Peter Atwater: The Confidence MapHave you ever been absolutely, utterly confident in an outcome, only to get a rude awakening when things go very differently? Well, you're not alone. Behavioral economics pioneer Peter Atwater has made it his mission to help more people understand the role of confidence in human decision making, outcomes, and how it's rooted in "our desire for certainty and control." In this week's show, Jeff and Jason talk with Peter about his new book, The Confidence Map: Charting a Path from Chaos to Clarity. They discuss his background, his decision to leave a successful banking career and start over...2023-07-2954 minInvesting UnscriptedInvesting Unscripted62. Becoming Brian FeroldiBrian Feroldi is a leading expert in investing, helping hundreds of thousands of people avoid mistakes and make better decisions. But he wasn't always an expert, and over the past two decades he's made plenty of mistakes. In this week's show, Jeff and Jason talk with Brian about his history, including his beginnings as an individual investor, his origin story as a thought leader and expert, and how he's built Long Term Mindset into a business that continues to help a growing number of people find their own success.  Find Brian on Twitter: https://twitter.com/BrianFeroldi ...2023-07-2245 minInvesting UnscriptedInvesting Unscripted60. Smattering Portfolio Q2 ReviewIt may be hard to believe, but we are already halfway through the year. That means it's time to review the 16 stocks across the five "team" in the 2023 Smattering Portfolio Contest! The good news: The five portfolios are up a combined 31% so far this year! The bad news: The best performing team is the "un-portfolio." It's all Jeff's fault. This week, Jeff and Jason share an update on all of the companies in the contest, and share their latest thoughts.  In the second part of the show, Jason asks Jeff for his thoughts on financial independence, and t...2023-07-081h 04Investing UnscriptedInvesting Unscripted59. Fighting Chimps and Picking StocksWhether it's driving, picking stocks, or fighting chimpanzees, humans often overestimate their actual skill level. In this week's show, Jason and Jeff discuss this reality, and what you can do as an investor to counter your own human nature. Topics include discovering the difference between luck and skill with investing, how to find useful lessons, and the power of humility and giving yourself grace. (Hat tip to Alex Morris for a tweet that inspired part of today's show.)  In the second part of the show, Jason and Jeff argue over whether we're in a bull market or n...2023-07-0158 minInvesting UnscriptedInvesting Unscripted58. Travis Hoium on Asymmetric InvestingTo some degree, every stock investor is looking for asymmetric returns. While the market delivers, on average, around 10% in gains each year, stocks also provide the rare opportunity to earn substantial multiples on your initial investment. Travis Hoium has spent years looking for those winners, and now he's helping people find them. An engineer by training and longtime writer for The Motley Fool, Travis is also the founder of the Asymmetric Investing newsletter, where he provides access to research on stocks he thinks have the potential – and characteristics – to deliver asymmetric returns.  Recently, Travis sat down with Jason...2023-06-241h 01Investing UnscriptedInvesting Unscripted57. What If You Die?Death and taxes are inevitable, as the saying goes. But what if you died right now? What if some cosmic hand snapped its fingers, and you were gone? We often apply this "snap" test to companies to find the most important ones, but we can apply this same test to ourselves, too. Who would be impacted? What would they be left trying to figure out? Would they have enough money to make ends meet?  Would they even know how to access your bank accounts or retirement savings? What would they do?  In this episode, inspired by...2023-06-1758 minInvesting UnscriptedInvesting Unscripted56. Hitting ResetWhat if you could start over? Just press a button, and voila, you have a portfolio full of cash, and a chance for a fresh start. What would you do differently than you were already doing? In this episode, Jason and Jeff go through this mental exercise, weighing the pros and cons of pressing reset, and discuss the psychological challenges that keep most of us from making the changes we want.  In the second part of the show, we take a look at The 2023 Smattering Portfolio Contest. Jason should be leading, but Jeff picked two of the b...2023-06-1049 minInvesting UnscriptedInvesting Unscripted55. Nick Rossolillo: On Semiconductor Stocks, Investing, and MoreThe semiconductor industry represents a wonderful place to invest. But it's also cyclical, complex, and can be a bad place to invest if you stumble in blindly or find yourself chasing the next hot thing at the wrong time. We have good news. Chip Stock Investor can help.  This week, Jason and Jeff sit down with Nick Rossolillo of Chip Stock Investor to break down the semiconductor industry, discuss why it's so compelling, and explain why it can also be a risky place to put your money. And yes, they talk about Nvidia. But after 46 minutes of o...2023-06-0354 minInvesting UnscriptedInvesting Unscripted54. Let's Talk About StocksLast week we had a therapy session for Jeff in our episode, "I don't know how to invest anymore." Jeff says thanks for helping him work through his struggles. The obvious follow-up? An episode about stocks! In this "back to basics" conversation, Jason and Jeff talked about what has changed, why stocks are still very important investments and offered some insights on how to invest in stocks going forward.  In the second part of the show, we answer two questions listeners have sent in recently, about a similar topic: What do you do with found money (or s...2023-05-2750 minInvesting UnscriptedInvesting Unscripted53. I Don't Know How To Invest AnymoreThe past three years have been like a whipsaw for a lot of investors. After the bizarre – incredible – runup in stocks during the Coronavirus pandemic, the past 18 months have been hard. And with interest rates now high enough to make bonds a legitimate option for returns, many people find themselves in an investing environment they have never seen before.  Count Jeff in that number. In this episode, Jeff and Jason talk through all of the changes, and why it has Jeff – and likely many other new investors – questioning whether they know how to invest anymore. ...2023-05-2050 minInvesting UnscriptedInvesting Unscripted52. John Rotonti: Buffett, Berkshire, and Value Investing in the Modern AgeJohn Rotonti is a value investor and the former head of analyst training for The Motley Fool. He's spent the past several years studying Warren Buffett, trying to better understand and decode the legendary investor's success and process. He's also been a successful investor in his own right, with an approach built around a disciplined accumulation of dominant, asset-heavy companies with industry-leading positions, resilient, profitable businesses, and room for continued growth.  Fresh off their trip to Omaha, Jason and Jeff spoke with John about Buffet and Berkshire, his process, and how he thinks about investing in the n...2023-05-131h 07Investing UnscriptedInvesting Unscripted51. Does Warren Buffett Even Matter?Did you know that Berkshire Hathaway stock has outperformed the market since the market peak before the coronavirus pandemic? That alone makes the title of this episode a touch rhetorical, we realize, but there is a broader point about how relevant Buffett's investing style and decades of pithy advice are anymore. Ahead of the upcoming Berkshire Hathaway annual meeting, which Jeff and Jason will be attending, they discuss Buffett and Berkshire, including how the public has viewed Buffett in the past, versus how Berkshire's stock has actually performed.  In the second part of the s...2023-05-061h 00Investing UnscriptedInvesting Unscripted50. Running Away From FiresIn episode 45, Running Towards Fires, Jason and Jeff talked about finding opportunities to buy when the consensus was to sell. In this week's show, they discuss how so many investors are running the other way, paying a hefty premium for low-growth, "blue-chip" stocks that are likely to deliver underperforming returns going forward, looking for dividend stocks, and otherwise searching for safety in what Jason says is "the wrong way." Should you be buying growth stocks again? Holding cash and being patient? Jeff and Jason share their thoughts on this complicated topic.  After the break, we answer three l...2023-04-2953 minInvesting UnscriptedInvesting Unscripted49. Are Your Goals the Same As Your Incentives?When it comes to understanding human behavior, Jason has learned the value of understanding incentives. Employees and managers almost always act based on how they're compensated, even if it's not aligned perfectly with the best interests of a company or its owners. Yet, we as investors seem to make the mistake of not having our personal incentives aligned with our long-term financial goals. In this episode, Jason and Jeff discuss this complex topic and offer some examples of incentives versus goals to help you strengthen your own investing toolbox.  Companies mentioned: TSLA 2023-04-2243 minInvesting UnscriptedInvesting Unscripted48. Lou Whiteman: Being a Skeptical OptimistAfter almost three decades working in and around the financial services industry, Lou Whiteman has learned to become skeptical of many investment ideas and trends. Jeff and Jason spoke with Lou recently, discussing his experiences in finance and as an individual investor, and how he's developed the investing superpower of being a skeptical optimist.  As Lou puts it, "skeptical in the short term, but optimistic in the long term."  Lou is a regular contributor to The Motley Fool, and recently launched Fits and Starts, where he shares his personal observations on investing, finance, Bono, and life. ...2023-04-151h 07Investing UnscriptedInvesting Unscripted47. Smattering Portfolio Q1 Review(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, BI...2023-04-0850 minInvesting UnscriptedInvesting Unscripted45. Running Toward FiresThe 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 an...2023-03-2547 minInvesting UnscriptedInvesting Unscripted44. What's Jacob Goldstein's Problem?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...2023-03-181h 01Investing UnscriptedInvesting Unscripted43. March MailbagTime 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...2023-03-1155 minInvesting UnscriptedInvesting Unscripted42. Investing is Funny: Comedian Mitch FatelWhat 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...2023-03-041h 13Investing UnscriptedInvesting Unscripted41. Semiconductors with Nick RossolilloSemiconductors 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 a...2023-02-2559 minInvesting UnscriptedInvesting Unscripted40. Stocks We Hate That We LoveEveryone 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, Z...2023-02-181h 00Investing UnscriptedInvesting Unscripted39. Maxfield on Banks and January Portfolio UpdateJohn 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...2023-02-111h 02Investing UnscriptedInvesting Unscripted38. How Many Stocks Should You Own?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...2023-02-0456 minInvesting UnscriptedInvesting Unscripted37. January MailbagMailbag! 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@gm...2023-01-2841 minInvesting UnscriptedInvesting Unscripted36. What Are You Retiring To?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...2023-01-2151 minInvesting UnscriptedInvesting Unscripted35. 5 Stocks for 10 YearsFive 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...2023-01-1456 minInvesting UnscriptedInvesting Unscripted33. Thank God That's Over: 2022 ReviewIt’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/@TheSmatteringShow2022-12-311h 09Investing UnscriptedInvesting Unscripted32. Smattering Portfolio 2023 RevealTime 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...2022-12-241h 09Investing UnscriptedInvesting Unscripted31. Reckless Predictions for 2023Let'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. Wher...2022-12-171h 03Investing UnscriptedInvesting Unscripted30. December Mailbag and Introducing the 2023 Smattering Portfolio Contest!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: ...2022-12-1048 minInvesting UnscriptedInvesting Unscripted29. Tyler Crowe: Investing For HumansBetween financial media built to attract and retain audiences often using sensationalist headlines and hype, and a financial services industry built for the uber-wealthy, it can feel inaccessible for individuals. In this episode, Jeff and Jason have a conversation with engineer-turned investor and analyst, Tyler Crowe, about cutting through the noise and focusing on your goals to build wealth. As Tyler describes it, investing for humans.  You can find Tyler on Twitter at @Tyler_M_Crowe We would love feedback on the show: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow C...2022-12-0344 minInvesting UnscriptedInvesting Unscripted28. What Emotions Make You a Better - or Worse - Investor?Investing is driven by emotions and understanding your own emotions is a the heart of your own success. In this episode, Jason and Jeff dive into this important topic and talk through their own emotions, how they impact their decisions, and what they do to combat -- and leverage their emotions to be better investors.  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/@TheSmatteringShow2022-11-2644 minInvesting UnscriptedInvesting Unscripted27. Is it Time to Sell Stocks?Deciding when to sell a stock is an important decision. Building on episode 4 of the "How We Invest" series, Jason and Jeff discuss reasons to sell, including some recent stock sales of they made. 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/@TheSmatteringShow2022-11-1937 minInvesting UnscriptedInvesting Unscripted26. Mistakes Were MadeEven the best investors make mistakes. In this episode, Jason and Jeff discuss their biggest investing and personal finance mistakes and what they learned from them. 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/@TheSmatteringShow2022-11-1235 minInvesting UnscriptedInvesting Unscripted25. Jim Gillies: Tales From a Cash-Flow Investor, Part 2In part 2 of our conversation with Jim Gillies, Jason and Jeff discuss options trades and strategies, and how Jim thinks options can be best used for most investors. Jim also shares his best and worst stock picks, why he’s actually a Southerner at heart despite being born and raised Canadian and shares his 30 favorite bands.  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/@TheSmatteringShow2022-11-0528 minInvesting UnscriptedInvesting Unscripted24. Jim Gillies: Tales From a Cash-Flow Investor, Part 1In part 1 of this conversation with Jim Gillies, an engineer-turned-investor who has spent the past 17 years picking stocks and options trades for The Motley Fool, Jeff and Jason discuss his professional training, how he thinks about investing, and the framework that’s made him one of the best. If you want to be a better investor across any market environment, give this episode a listen.  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...2022-11-0545 minInvesting UnscriptedInvesting Unscripted23: What's the Hardest Part of Investing?We asked, and you answered. In this episode, Jason and Jeff discuss what listeners told them is the hardest part of investing. The short answer? Everything.  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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-10-2939 minInvesting UnscriptedInvesting Unscripted22: What is Risk?In this episode, Jason and Jeff discuss what risk is, what it isn’t, and how to think about it in your investing and personal finance. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-10-1932 minInvesting UnscriptedInvesting Unscripted21. Mailbag: Three Listener QuestionsIn the October mailbag, Jason and Jeff answer listener questions about when to be a contrarian, if it's ever too late to start investing, and how stock buybacks work. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-10-1228 minInvesting UnscriptedInvesting Unscripted20. How to Get Through a Down MarketLet's face it, the market's been bad. In this episode, Jason and Jeff discuss their mindset in down markets and how they use their investing frameworks to weather the storm. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-10-0834 minInvesting UnscriptedInvesting Unscripted19. Stock Ideas: What You Need to Know About QuantumScape StockQuantumScape is a startup that's developing next-gen battery technology that could be a huge game-changer for electric vehicles. The catch? They have to prove they can do it at scale, and at cost. Jason and Jeff talk about the obstacles, and how investors should think about investing in a company like QuantumScape at this stage. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-10-0507 minInvesting UnscriptedInvesting Unscripted18. How We Invest, Part 4In the final episode of the How We Invest series, Jason and Jeff discuss the reasons, frameworks, and processes they use to inform their decisions to sell a stock. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-10-0133 minInvesting UnscriptedInvesting Unscripted17. Stock Ideas: Two Stocks We'd Buy and Two We'd AvoidA lot of great stocks are beaten down and attractive investments now. But not all beaten-down stocks are worth buying. In this episode, Jeff and Jason each share a stock they would buy now, and a stock they wouldn’t buy with each other’s money. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-09-2810 minInvesting UnscriptedInvesting Unscripted16. How We Invest, Part 3In the third episode of this "How We Invest" series, Jason and Jeff discuss how they track their investments and talk about the importance of being patient during earnings season.  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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-09-2429 minInvesting UnscriptedInvesting Unscripted15. Stock Ideas: Does Upstart Need a Recession to Prove Itself?Upstart (UPST) has had a very up-and-down existence as a public company. The good news is it could still be a massive winner for patient investors. In this episode, Jason and Jeff discuss the big questions the company still has to answer. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg2022-09-2108 minInvesting UnscriptedInvesting Unscripted14. How We Invest, Part 2In episode 2 of this 4-part "How We Invest" series, Jason and Jeff each explain their process for buying stocks and discuss what every investor should consider before making a purchase. 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/channel/UCbM5n0xiN64xJlUqJcQB2Eg  2022-09-1723 minInvesting UnscriptedInvesting Unscripted13. Stock Ideas: What Shopify Has to Do to Become a Big Winner AgainShopify has been an enormous success, and a great investment for long-term holders. Over the past year, it's been brutal. What's next? Jason and Jeff discuss how the company's hardest work may be ahead of it, and how it has a lot to prove to investors. To watch the video version of this episode, check out our YouTube channel: https://youtu.be/5uLm9Ic396g 2022-09-1408 minInvesting UnscriptedInvesting Unscripted12. How We Invest, Part 1In episode 1 of this 4-part "How We Invest" series, Jason and Jeff talk about where to find investment ideas to begin the process of deciding what to buy.2022-09-1119 minInvesting UnscriptedInvesting Unscripted11. Stock Ideas: The Real Estate Trend That’s a Sleeping GiantAmerica is getting older. In this episode, Jason and Jeff discuss CareTrust, a Real Estate Investment Trust (REIT) that’s poised to benefit from the aging population.2022-09-0813 minInvesting UnscriptedInvesting Unscripted10. Origin StoriesIn this episode, Jason and Jeff tell the stories of what made them the investors they are today.2022-09-0523 minInvesting UnscriptedInvesting Unscripted9. Mailbag: Should I Buy I Bonds? How Do I Build a Stock Position?In this episode, Jason and Jeff discuss some listener questions about I Bonds and position sizing in a stock portfolio.2022-08-3027 minInvesting UnscriptedInvesting Unscripted8. What is Jason's Worst Stock Investment?Peloton (PTON) has been a terrible investment so far, and one of Jason's worst stocks ever. But there's another one that proved even worse than Peloton. In this episode Jason and Jeff discuss Jason's two worst investments, and share some lessons that can help you avoid making similar mistakes.   2022-08-2810 minInvesting UnscriptedInvesting Unscripted7. Will There Be Another Market Crash This Year?Jason and Jeff discuss the possibility of another market crash in 2022, and what investors can do to prepare both their portfolios and their mindset for the next market downturn.2022-08-2622 minInvesting UnscriptedInvesting Unscripted6: Why is MercadoLibre Jason's Biggest Stock Holding?More than 20 years after its founding, MercadoLibre is still one of the best growth stocks to own. In this episode, Jeff and Jason discuss its position, how it's already been a big winner for Jason, and why he's continued to buy shares even after earnings more than 12X returns on his initial investment.2022-08-2307 minInvesting UnscriptedInvesting Unscripted5. Where Did My Money Go?That stock you paid $10 for just fell to $5. Where did the money go? Jason and Jeff answer this question and provide some resources for investors who want to learn more.2022-08-1917 minInvesting UnscriptedInvesting Unscripted4. Mailbag: Listener QuestionsIn this episode, Jason and Jeff answer two listener questions about building a dividend-focused portfolio, as well as stocks you can set and forget. 2022-08-1318 minInvesting UnscriptedInvesting Unscripted3. What Do Rising Interest Rates Mean for Stocks?Jason and Jeff discuss the rising interest rate environment and what it means for stocks and the return investors can expect.2022-08-1018 minInvesting UnscriptedInvesting Unscripted2. What is Your Enough?How much do you need to retire? How much is your "enough"? Jason and Jeff tackle this question as well as discuss recent economic events in order to determine if they're news or noise.2022-08-0526 min