Advertise on podcast: Investing Unscripted

We break down the six stocks we are most excited to watch this earnings season (and why "excited" doesn't necessarily mean we're buying). Jeff discusses Lemonade's path to 2026 profitability and why Rocket Lab is entering a critical "prove it" phase with its Neutron rocket, while Jason makes the case for Canadian Solar trading at half its book value and explains why SentinelOne offers a better risk/reward profile than CrowdStrike. 00:32 Discussing Stocks and Earnings Season 01:48 Analyzing Financial Statements and Risks 02:56 The Importance of Full-Year Results 04:16 Exciting Stocks and Future Prospects 05:57 Deep Dive into Canadian Solar 12:17 Exploring the Renewable Energy Market 17:55 Lemonade: A Stock with Potential 27:21 Lemonade Stock's Volatility and Future Outlook 28:11 Deep Dive into QuantumScape 32:15 Rocket Lab's Progress and Challenges 36:50 SentinelOne's Potential in Cybersecurity 40:42 PayPal's Strategic Focus and Future Prospects 46:58 Lightning Round: Stock Picks and Predictions Companies mentioned: CRWD, CSIQ, LMND, PYPL, QS, RKLB, S Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader

We open the mailbag to answer your questions on whether Life Insurance Retirement Plans (LIRPs) are a scam, if spending millions on a Super Bowl commercial is ever a good idea (looking at you, CrowdStrike), and if equal-weight S&P 500 ETFs are the best way to hedge against a tech crash. Plus, we debate the future of the energy sector, discuss the power of "stock cannibals" like Adobe and PayPal, and reveal the two stocks we think could generate life-changing returns over the next 15 years. 01:44 Housekeeping and Listener Support 02:53 Diving into Listener Questions 03:04 Explaining Life Insurance Retirement Plans 09:03 Super Bowl Commercials: Worth the Investment? 16:47 Exploring ETF Diversification 23:10 Introduction and Wayne's Email 23:17 Colin's Energy Market Inquiry 24:04 Oil and Gas Market Dynamics 27:38 Investment Strategies in Energy Sector 29:48 Wayne's Question on ADRs 32:17 John's Query on Stock Buybacks 37:41 Ramey's AI and Investment Question 43:27 Future Investment Picks 47:23 Spam Comment of the Month Companies mentioned: ADBE, AZO, CRWD, GDDY, KNSL, KR, ORLY, PSX, PYPL, RKLB, TBBB, TTE, TXN Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader

In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and the Statement of Cash Flows. Using Nvidia’s recent Q3 earnings report as a real-world case study, the hosts walk through these important financial statements line by line. 01:33 The Importance of Financial Statements 04:59 Understanding the Income Statement 11:07 Revenue and Cost of Goods Sold 16:02 Operating Expenses and Income 18:39 Interest, Taxes, and Net Income 23:06 Depreciation, Amortization, and Goodwill 28:33 Introduction to the Balance Sheet 31:42 Understanding Current Assets and Liabilities 33:18 Accounts Receivable and Revenue Recognition 34:49 Inventory Management Insights 39:59 Exploring Goodwill and Intangible Assets 44:21 Diving into Liabilities and Working Capital 47:04 Cash Flow Statement Breakdown 58:32 Using Tools to Analyze Financial Statements Companies mentioned: AAPL, BRK.B, INTC, MKL, NVDA, TGT, TJX, TREX Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader

Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We discuss the difference between a "price bubble" and an "earnings bubble" (and which one Nvidia might be in), share specific prompting strategies to stop AI from hallucinating, and run a live demo analyzing Green Brick Partners from scratch. 00:55 Introducing the Guest: Brian Feroldi 01:43 AI in Investing: A Game Changer 03:40 Understanding AI Bubbles 07:08 Using AI for Stock Research 10:57 Optimizing AI Prompts for Investing 16:59 The Role of AI in Investment Decisions 19:42 AI Tools and Techniques 26:25 Understanding AI's Learning Process 26:49 Effective Prompting Techniques 26:54 Role Assignment and Citations 27:45 Step-by-Step Instructions for AI 28:08 Resources for AI Prompting 28:26 Using Notebook LM for Data Sources 29:55 Practical AI Prompt Demonstration 30:53 Analyzing Green Brick Partners 32:45 Evaluating AI's Financial Analysis 39:35 Customizing AI Prompts for Investment 45:12 Challenges and Future of AI in Finance Companies mentioned: AAPL, CRWD, GILD, GOOGL, GRBK, LEN, LGIH, META, NVDA Check out Brian’s work at https://www.longtermmindset.co/ Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader

We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) only returned 9% (and why he is perfectly okay with that). We also discuss why Jason's "boring" dividend portfolio outperformed the AI-driven market, and explore the dangers of "investing echo chambers". 01:32 Reflecting on 2025: Portfolio Performance 04:30 Jeff's Personal Investment Breakdown 14:22 Jason's Investment Strategy and Performance 23:25 Transitioning Investments to Bonds and Cash 24:21 Building a High-Yield Dividend Portfolio 26:13 Reflecting on Investment Performance 28:41 The Importance of Long-Term Investment Perspective 31:13 Analyzing Stock Picking Strategies 34:44 Echo Chambers in Stock Picking Companies mentioned: BEP, BIP, BRK.B, CTRE, GOOGL, KNSL, MELI, NOW, NTB, PSX, PYPL, RKLB, S, SPG, TFSL, TSM, TTD Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader

In our first live stream of 2026, we do a deep dive into QuantumScape's latest partnerships and what the "solid-state" future looks like for EVs. We also break down the winners (and massive losers) of our 2025 portfolio contest, reveal why a 4th grader is betting on Kontoor Brands, and share our own high-conviction picks for the year ahead, including Alphabet, Rocket Lab, and The Trade Desk. 00:50 Nostalgia: 90s vs 80s Debate 02:39 Engagement with Listeners 04:13 Deep Dive into QuantumScape 18:00 Small Caps and Market Trends 25:58 Annual Stock Picking Contest 29:32 Charity Contributions and Podcast Updates 30:13 Full Year Winner Announcement 31:05 Saad's Winning Portfolio Breakdown 31:57 Contest Performance and Long-Term Investing 36:25 2026 Contest Launch and Rules 38:36 Listener Engagement and Community Building 48:02 Final Thoughts and Portfolio Strategies Companies mentioned: DAVA, F, GOOGL, KNSL, KTB, MELI, NOW, PLTR, PYPL, QS, RKLB, TBBB, TSLA, TTD Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com ***************************************** 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 ***************************************** Join our PatreonSubscribe to our portfolio on Savvy Trader

In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfolio management. They debate the pros and cons of rebalancing versus letting your winners run (featuring a look at Jason’s highly concentrated Roth IRA) and discuss how to handle a financial windfall like an inheritance. The hosts also break down the risks of complex conglomerates like Brookfield, analyze whether MTY Food Group is a value play or a value trap, and give their unfiltered take on whether recent political news finally makes Cannabis stocks investable. 00:23 Listener Mailbag and Community Engagement 03:09 First Listener Question: Balancing Financial Results and Industry Knowledge 06:50 Using AI Tools for Investment Research 08:27 Real-World Examples and Industry Research 11:04 Brookfield Corporation: Legal Issues and Investment Risks 14:50 MTY Foods: Cash Flow and Investment Potential 22:28 Rebalancing Portfolios: Strategies and Considerations 26:10 Risk Management in Asset Allocation 26:54 Personal Investment Stories and Lessons 28:21 Strategies for 401k, Roth, and Brokerage Accounts 37:29 Handling Inheritance and Tax Implications 45:26 Investing in Cannabis Stocks 50:54 Conclusion and Viewer Engagement Companies mentioned: AEO, AMZN, BN, CAVA, CMG, CRWD, CTRE, DRI, EAT, EPR, GOOGL, LOB, MCD, MELI, MO, MTY, NFLX, NUE, STLD, TAP, TSM, YUM ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

In this holiday special, Jason and Jeff wrap up 2025 by reviewing the year's biggest stories—from the AI boom to inflation and trade wars. They discuss whether the AI narrative is showing any cracks and debate which sectors might dominate in 2026, with Jason making a case for homebuilders and Jeff eyeing the energy sector. The hosts also reveal the simplified rules for the 2026 Investing Unscripted Portfolio Contest, inviting listeners to submit their "buy and hold" picks for charity. Finally, they share their "YOLO" picks and confess what they got wrong in 2025. 01:25 Upcoming Contest Announcement 02:00 2025 Year in Review 05:47 AI Dominance and Market Trends 13:08 Stock Picks for 2026 18:19 Sector Predictions for 2026 23:25 AI and Renewable Energy: The China Factor 24:53 Reflecting on 2025: Biggest Misjudgments 27:39 Lemonade's Unexpected Success 30:48 Top Performing Stocks of 2025: Predictions for 2026 34:47 Robinhood's Race Against Time 37:30 2026 Stock Contest: Rules and Guidelines 44:29 Wrapping Up: Final Thoughts and Holiday Wishes Companies mentioned: GOOGL, ENPH, LMND, MU, NEM, NVDA, PLTR, HOOD, STX, SNPS, WBD, WDC ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar butt" value investing to quality compounders. We dive deep into his sharp criticism of Disney CEO Bob Iger, debate whether Berkshire Hathaway is facing a "conglomerate discount" after its recent management shakeup, and discuss why sometimes the best investing strategy is simply admitting you might be the "dumbest person in the room." 00:24 Introducing the Guest: Bill Brewster 00:50 Bill's Investment Philosophy 04:05 Frameworks vs. Rules in Investing 06:59 Evolving as an Investor 11:01 David Gardner's Influence 18:18 Goals vs. Incentives in Investing 24:03 Building a Robust Investing Framework 24:27 Traits of Quality Enterprises 26:18 Economic Moats and Management Insights 27:45 Disney's Leadership and Strategic Shifts 32:58 Berkshire Hathaway's Future Leadership Companies mentioned: BN, BRK.B, CLPT, COST, DIS, FAST, GIS, JPM, MCD, MELI, NFLX, OLN, OXY, PM, SHOP, WBD, WMT ***************************************** Check out The Business Brew: https://www.thebusinessbrew.com/ ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's full self-driving ambitions will crash the stock, and why Strategy might be the single most dangerous stock to own next year. Plus, we ask the big question: Will the market finally crash in 2026, or is the AI bubble just getting started? 00:16 Reckless Predictions and Accountability 00:34 Catching Up After the Holidays 01:42 Reviewing Last Year's Predictions 06:03 Stock Picks for 2025 11:10 Stocks to Avoid in 2025 20:46 Reflecting on Housing Market Predictions 24:30 S&P 500 Prediction Review 25:16 New Predictions for 2026 26:35 Oracle's Market Potential 27:29 Alphabet's AI Advantage 28:43 ASML and GE Aerospace Predictions 31:55 Kinsale Capital and Stock Picks 34:29 Stocks to Avoid in 2026 40:31 Reckless Predictions for 2026 Companies mentioned: AAPL, ASML, BRK.B, DFH, ENPH, GE, GOOGL, GRBK, INTC, KNSL, LLY, LEN, MELI, META, MSFT, MSTR, MTH, NVDA, ORCL, PHM, PLTR, TREX, TSLA, WMT ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

Jason and Jeff discuss why the best time to analyze a company might be weeks after they report, and share their personal strategies for this quieter period.  03:00 Why You Should Wait a Month Before Analyzing Earnings  06:00 Early Investing Mistakes  12:00 Panic-Buying and the CrowdStrike Example  15:00 How Incentives (and "Being First") Skew Financial Media  20:00 Annual Reports & The Rexford Industrial Deep Dive  24:00 The Value of Community: Canadian Solar  26:00 Spreadsheets and "Quiet Time" Research  29:00 Timing Buys Around Earnings Dates 35:00 Improvements: Investing Journal? (Airbnb) Companies mentioned: ABNB, CRWD, CSIQ, REXR, TTD ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

In this month’s mailbag, Jason and Jeff tackle the "Book Value" bear thesis for Lemonade and discuss when the company might finally reach profitability. They also address a listener's dilemma about what to do with a losing position in PayPal, debating the sunk cost fallacy and the company’s turnaround prospects. Finally, the hosts weigh in on whether Cava or Chipotle is the better buy right now and explain how to choose between Brookfield Corporation and Brookfield Renewable. 01:13 Mailbag: Answering Your Questions 03:01 First Question: Lemonade's Book Value Bear Thesis 16:25 Second Question: Adding to a Losing Position 23:40 Pandemic Impact on Digital Growth 23:48 PayPal's Strategic Shift 24:22 Dividend Announcement and Future Outlook 25:15 Investment Decisions and Opportunity Cost 25:59 PayPal's IPO Journey and Current Challenges 26:46 Investor Caution and Decision-Making 28:23 Market Confusion and Analytical Challenges 31:58 Chipotle vs. Kava: Investment Insights 32:13 Fast Casual Dining Industry Analysis 41:16 Brookfield Renewable vs. Brookfield Corporation Companies mentioned: BAM, BEP, BN, CAVA, CMG, DRI, ETSY, LMND, PINS, PYPL, SBUX, SOFI ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

Jason and Jeff challenge their own investing biases and debate whether they’re wrong about holding three specific stocks: Ryman Hospitality Properties (RHP), Texas Instruments (TXN), and Dream Finders Homes (DFH). 00:42 Today's Topic: Questioning Your Investment Thesis 02:26 Listener Engagement and Support 04:21 Stock Spotlight: Ryman Hospitality Properties 09:36 Analyzing Ryman's Performance and Strategy 22:29 Stock Spotlight: Texas Instruments 23:22 The Importance of Analog Semiconductors 24:34 Texas Instruments' Business Strategy 25:59 Challenges and Opportunities in the Analog Chip Market 27:40 Evaluating Texas Instruments' Stock Performance 32:53 Home Builders: A Sector Analysis 33:48 Dream Finders Homes: A Deep Dive 35:14 Investment Strategies and Portfolio Management Companies mentioned: AMD, DFH, GRBK, HLT, MAR, MTH, NVDA, NVR, O, RHP, TXN ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

Jason and Jeff are joined by John Rotonti for a conversation on the current state of the market and the AI bubble. John explains his "iron fist" investing philosophy and why the worst thing you can do is let go of a true compounding machine too early. 01:38 John's Career Update 04:21 Investment Philosophy and Challenges 11:55 Market Insights and AI Discussion 16:57 Infrastructure and Technological Shifts 28:59 Tariffs and Economic Impact 30:36 Legacy Companies in AI Infrastructure 32:15 Cyclical Nature of Markets and Inflation 33:29 Interest Rates and Economic Policies 36:07 Pricing Power and Consumer Behavior 43:56 AI Adoption and Market Potential 48:36 Investment Strategies and Market History 54:54 Conclusion and Final Thoughts Companies mentioned: APH, BIP, BN, CMG, INTC, NVDA ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest

In the November livestream, we started with a market "vibe check" on the recent AI stock sell-off, debated the "AI bubble", floated a hot take on Apple's "wait and license" strategy, and answered live questions from viewers. We also announced the Q3 portfolio contest winner. 01:58 Market Vibes and Stock Performance 10:29 AI Revolution and Market Speculations 25:41 Brookfield Asset Management and Sentinel One Insights 34:13 Exploring the Cybersecurity Landscape 34:58 The Impact of Cybersecurity Outages 37:42 SanDisk and the AI Boom 41:43 Investing Unscripted Portfolio Contest 45:58 Reflections on Stock Picks and Market Trends 56:17 Political Implications on the Stock Market 59:44 Closing Remarks and Future Plans Companies mentioned: AAPL, AMZN, BAM, BN, CRWD, GOOGL, META, S, SNDK, TSLA ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: [email protected] Twitter: @InvestingPod Check 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 Contest 2024 Portfolio Contest 2023 Portfolio Contest