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PODCAST

Investing Unscripted

Jason Hall and Jeff Santoro

Welcome to Investing Unscripted, where we ask the hard questions about investing, the stock market, and personal finance. We don"t have THE answers, we only have OUR answers.

business investing

All Episodes

00:51:46

158. Flyover Stocks Unscripted

Investing Unscripted ·

2025/06/18

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

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01:01:46

First Fridays 20. June 2025

Investing Unscripted ·

2025/06/14

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

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00:48:18

157. Market Vibes 2025

Investing Unscripted ·

2025/06/11

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

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00:40:05

156. Is it Getting Harder to Find an Edge?

Investing Unscripted ·

2025/06/05

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

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00:52:44

155. May 2025 Mailbag

Investing Unscripted ·

2025/05/28

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

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00:41:18

154. Your Investing Tribe

Investing Unscripted ·

2025/05/21

Jason and Jeff announce the launch of their Patreon page to build a dedicated community for their listeners. The episode covers the motivations behind the move, benefits for subscribers, including access to a Discord community, exclusive content, and the importance of having a network of like-minded investors. They also discuss their journey in the investing community and how it has shaped their investing philosophies.00:48 Exciting Announcement: Launching on Patreon04:52 Patreon Tiers and

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00:57:58

153. When Good Advice is Bad

Investing Unscripted ·

2025/05/14

ason and Jeff challenge well-known investing advice to determine if it fits every individual circumstance. They discuss personal experiences and observations on topics such as when to hold cash, the relevance of Warren Buffett's advice for average investors, the importance of investing within one's circle of competence, and the nuances of managing risk and debt. 01:35 Reflecting on the Omaha Trip03:08 When Good Advice is Bad04:13 Debunking Common Investment Myths15:00 The Debate on Cash

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01:02:19

First Fridays 19: May 2025, Live from Omaha

Investing Unscripted ·

2025/05/10

This Month’s livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss the future of Berkshire, especially after the announcement that Warren Buffett will be stepping down as CEO at the end of the year.00:17 Live from Omaha: Setting the Scene00:54 Big News: Warren Buffett's Retirement Announcement02:57 Reactions and Speculations on Buffett's Retirement06:52 Succession Planning and Future Challenges13:59 Stock Market

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00:52:28

152. Jason’s Perfect Buffett Prediction

Investing Unscripted ·

2025/05/07

Before 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:

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00:44:51

151. April 2025 Mailbag

Investing Unscripted ·

2025/04/30

Jeff and Jason dive into listeners' questions about investment time horizons, optimizing emergency funds, and classifying consumer staples. Key highlights include thoughts on speculative vs. strong conviction positions, the potential pitfalls of using a Roth IRA for emergency funds, and evaluating traditional 'defensive' consumer stocks in today's market.00:53 Mailbag Time: Answering Your Investing Questions02:31 Travel Plans and Upcoming Events03:16 First Listener Question: Investment Time

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01:12:09

Chit Chat Stocks: 2025 Portfolio Shakedown

Investing Unscripted ·

2025/04/23

This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere you enjoy podcasts.00:33 Crossover Episode Announcement02:12 Chitchat Stocks Podcast Introduction03:50 Brett's Portfolio Breakdown36:48 Ryan's Portfolio

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00:42:05

Misfit Monthly 3: Nobody Saw This Coming

Investing Unscripted ·

2025/04/20

Jason and Tyler discuss the importance of sound corporate governance, particularly during economic uncertainty such as tariffs. They emphasize conservative investment underwriting and evaluating management incentives. Tyler highlights two professional services firms, FTI Consulting and EXL Services, which can excel in shifting environments. Jason shares recent investments in companies like First Solar, Live Oak Bank, and QXO, and these firms' long-term potential despite current market

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00:52:18

150. Ben Carlson Unscripted

Investing Unscripted ·

2025/04/16

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influence of AI on markets. 00:48 Ben Carlson's Career Journey01:54 Investment Strategies and Asset Allocation02:51 Impact of the Great Financial

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00:55:36

149. How to Be a Tariffic Investor

Investing Unscripted ·

2025/04/09

Jason 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

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01:05:16

First Fridays 18. April 2025

Investing Unscripted ·

2025/04/05

It’s the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications for investors. They emphasize sticking to tried-and-true investment frameworks, especially amidst market volatility. They also dive into recent IPO CoreWeave and talk about the Q1 winner of the 2025 portfolio contest.01:28 Planning for the Berkshire Hathaway Annual Meeting09:21 Market Reactions and Investment Strategies13:35 Impact of Tariffs on

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00:54:27

148. March 2025 Mailbag (In April. Because of February)

Investing Unscripted ·

2025/04/02

Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternative investment strategies, such as the Calamus ETFs, comparing their potential benefits and drawbacks against more conventional options like CDs and

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00:25:42

Stocks Unscripted: The Trade Desk (TTD)

Investing Unscripted ·

2025/03/29

Jason and Jeff discuss The Trade Desk (TTD). They delve into the company's recent quarterly underperformance, the reasons behind its stock drop, and their approach to decision-making in turbulent times. 00:20 Savvy Trader Portfolio Overview01:15 Focus on The Trade Desk02:37 The Trade Desk's Recent Performance04:26 Understanding The Trade Desk's Business Model07:17 Challenges and Future Outlook09:33 Investment Strategies and Personal Insights12:13 Comparisons and Market Context19:12 Final

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00:58:52

147. Investing in Housing

Investing Unscripted ·

2025/03/26

Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and address the challenges and risks associated with housing investments. 01:34 Exploring the Housing Market05:39 The Home Builders Sector13:07 Top Home

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00:47:45

146. Lessons For Younger You

Investing Unscripted ·

2025/03/19

Jason and Jeff discuss the financial lessons they wish they could share with their younger selves. Topics include the importance of understanding compounding interest, automating investments, paying yourself first, and avoiding the pitfalls of cashing out retirement accounts early. They also explore income strategies, mindful spending, and the need to gradually de-risk as retirement approaches. 01:57 Episode Theme: Lessons for Younger You03:59 The Power of Compounding Interest07:57 Understanding

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00:10:19

Rough Cut 13: Is It Over?

Investing Unscripted ·

2025/03/18

The S&P 500 hit correction territory last week...and then we had two "green" days in a row? So is the bad part over?*****************************************Rough Cut theme by Tom McGovern: https://www.tommcgovern.com/*****************************************We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.comTwitter: @investingpodCheck out our YouTube channel for more

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