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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

00:44:13

Misfit Monthly 2: The Too Hard Pile

Investing Unscripted ·

2025/03/15

In the second episode of Misfit Monthly by Investing Unscripted, Jason and Tyler explore the concept of the 'too hard pile' in investing—companies and sectors that are challenging to understand or outside one's expertise. They discuss the value of intellectual curiosity, the importance of knowing one's limits, and strategies to gradually expand one's circle of competence. 02:18 Understanding the 'Too Hard' Pile07:18 Exploring Misfit Stocks19:09 The Sunk Cost Fallacy in

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00:53:09

145. Being Honest About Your Stocks

Investing Unscripted ·

2025/03/12

Jason and Jeff delve into an honest discussion about stocks in their portfolios. The focus is on Enphase, Live Oak Bank, Ryman Hospitality Properties, and MercadoLibre, analyzing their performance, core business operations, key performance indicators, and potential risks. They discuss their investment theses and whether they would buy these stocks today, considering current market conditions.03:56 Stock Analysis: Live Oak Bank19:13 Ryman Hospitality Properties: An Overview28:27 Post-Pandemic

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01:04:29

First Fridays 17. March 2025

Investing Unscripted ·

2025/03/08

In 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

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00:52:04

144. Do You Even Valuation, Bro?

Investing Unscripted ·

2025/03/05

Jason and Jeff delve into the complexities of stock valuation. They examine valuation metrics such as price-to-sales, price-to-earnings, and price-to-free cash flow, discussing how they can provide critical insights into investment decisions. They also highlight the importance of considering both historical and forward-looking financial data, and how different types of companies, from high-growth startups to mature businesses, require distinct valuation approaches.04:05 Understanding Valuation:

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00:49:46

143. February 2025 Mailbag

Investing Unscripted ·

2025/02/26

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing stocks that have skyrocketed in value. 01:52 Mailbag Time: Listener Questions02:42 Exploring Options Trading13:20 Understanding Return on Equity and

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00:46:28

142. Chris Hill, Unplugged and Unscripted

Investing Unscripted ·

2025/02/19

In this episode, Jeff and Jason welcome Chris Hill, renowned podcaster and former Motley Fool Money host, to the show. Chris discusses his new podcast venture, 'Money Unplugged,' which dives into individuals' emotional relationships with money. They explore the importance of understanding one's own risk tolerance and the nuances of financial media headlines. 01:18 Introducing Chris Hill and His New Podcast02:14 The Concept Behind Money Unplugged05:05 Guest Lineup and Show Format08:50

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00:47:42

Misfit Monthly 1: The Big Lessons From 100 Misfit Stocks

Investing Unscripted ·

2025/02/15

Welcome to the inaugural episode of Misfit Monthly, brought to you by Investing Unscripted! Join Jason Hall and Misfit Alpha creator Tyler Crowe as they dive into Misfit Alpha, Tyler's investing journey, his methods for finding under-the-radar stocks, and the thematic lessons he's learned profiling nearly 100 'Misfit' companies. They also touch on the importance of management incentives, and common traits of successful companies, and even delve into international markets. Find the link below to get

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00:53:10

141. Stuff Happens

Investing Unscripted ·

2025/02/12

In this episode, Jason and Jeff discuss the volatility and uncertainty in the current market, influenced by factors like tariffs, AI developments, and geopolitical tensions. They delve into the impact of recent events on market performance and the psychological challenges investors face, advocating for long-term, goal-oriented investment strategies and emphasizing the importance of a solid framework to manage investments during turbulent times. 01:18 Market Turbulence and Uncertainty 02:09 Stuff

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01:06:08

First Fridays 16: February 2025

Investing Unscripted ·

2025/02/08

Jason and Jeff answer questions live during their February First Fridays livestream. Join us live on YouTube at 4 pm on the first Friday of every month, except for when it’s on the second Friday.03:55 Investing Unscripted: Monthly Recap08:50 AI and Market Reactions22:50 AI in Everyday Life32:46 AI in Sales: Automation and Efficiency34:33 AI in Contract Review: Real-World Applications36:48 The Impact of Tariffs on the Market38:34 Investment Strategies During Uncertain Times44:07 Portfolio Contest

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00:58:27

140. This is What Risk Looks Like

Investing Unscripted ·

2025/02/05

In this episode, Jeff and Jason discuss the recent AI market shakeup with special guests Nick and Kasey Rossolillo of Chipstock Investor. The conversation revolves around the unexpected impact of DeepSeek's AI developments, which have caused significant shifts in AI-related stocks. The group explores why companies might spend heavily on high-end AI infrastructure, the potential long-term implications of commoditized AI, and the importance of maintaining a diversified investment portfolio. Be

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00:56:07

139. Investing Myths and Learning the Wrong Lessons

Investing Unscripted ·

2025/01/29

In this episode, Jason and Jeff delve into common investing myths and the wrong lessons investors often learn. They explore topics like the misconception of 'house money,' the pitfalls of selling based on short reports, and why avoiding risky stocks entirely can be a mistake. They also discuss the dangers of averaging down without rationale and emphasize the importance of understanding the business behind the stock. 02:45 Listener Mailbag: Gorsk's Question 05:02 Investing Myth: Playing

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00:53:58

138. January 2025 Mailbag

Investing Unscripted ·

2025/01/22

It’s the January mailbag. Topics covered include the benefits and risks of investing in preferred shares, comparing metrics for similar companies, and strategies for using options. Have a question you’d like answered? Send it to us anytime!01:21 Listener Appreciation and Feedback 08:29 Rebalancing and Diversification Strategies 14:35 Preferred Shares: A Worthwhile Investment? 25:02 Understanding REIT Distribution Payout Ratios 28:44 Understanding Adjusted Funds from Operations (AFFO) 31:19 Diving

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01:05:41

137. Back to Basics

Investing Unscripted ·

2025/01/15

Jason and Jeff discuss the importance of revisiting the fundamentals of investing as we enter the new year. They highlight why it's crucial to know your financial goals, understand what you own, and make informed decisions about buying and selling stocks. 01:34 Back to Basics: Investing Fundamentals 02:06 Listener Engagement and Feedback 04:38 The Importance of Financial Goals 08:05 Understanding Your Investments 18:19 Goals vs. Incentives in Investing 37:14 Personal Investing Journey and

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01:07:55

136. Options Investing with Jeff Fischer

Investing Unscripted ·

2025/01/08

In 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

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01:05:39

First Fridays 15: January 2025

Investing Unscripted ·

2025/01/04

It’s our first First Fridays livestream of 2025. Join us live on YouTube on the first Friday of every month, except when it’s the second Friday. Or maybe the third Friday?01:12 Live Stream Kickoff and Introductions 02:21 2024 Portfolio Contest Overview 08:07 2024 Contest Winners Announcement 14:23 Reflections on 2024 and Lessons Learned 25:35 Tesla's Delivery Numbers and Market Insights 38:47 Undervalued Stocks for 2025 39:19 Brookfield Infrastructure: A Long-Term Winner 41:07 Investing in Mercado

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00:52:39

135. 2025 and Beyond

Investing Unscripted ·

2025/01/01

In this New Year's episode, Jason and Jeff discuss their past year's investing journies, and they explore their evolving strategies, including transitioning to more conservative investments, learning opportunities, and the importance of dividend-paying stocks. They share insights on successful investment principles, the role of pensions, tax loss harvesting, and setting realistic long-term financial goals. They also delve into actionable steps for 2025, emphasizing the balance between growth stocks,

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01:10:16

Replay: 84. Reckless Predictions for 2024

Investing Unscripted ·

2024/12/28

Want to hear how wrong we were? Enjoy last year's reckless predictions show.********************************************************** What 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 Stocks and The 7Investing Podcast. Companies mentioned: AAPL, AFRM,

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01:06:00

134. John Rotonti’s Search for Quality and Value

Investing Unscripted ·

2024/12/25

In this episode, Jason and Jeff welcome return guest John Rotonti. John discusses his new job with Islamorada Investment Management, shares insights on his value investing approach, and how he’s forming his new fund focused on industrials, infrastructure, and housing. Stick around to hear John’s reckless predictions for 2025. You can learn more about John and Islamorada Investment at https://www.islainvest.com/ 01:13 Welcome to Investing Unscripted 01:55 Special Guest: John Rotonti 03:43 John's

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00:50:57

133. December 2024 Mailbag

Investing Unscripted ·

2024/12/18

In the December mailbag, Jason and Jeff dive into their final Q&A session for 2024, sharing insights on feeling rich versus poor, the risks of quantum computing to Bitcoin, and whether Lindy is a commodity business. The hosts also unveil plans for the 2025 portfolio contest. Have a question for a future mailbag? Send them to us at any time!01:12 Welcome to the Last Q&A of the Year 03:22 Discussing Market Valuations and Investment Strategies 13:26 Balancing Saving and Spending: Listener

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00:12:40

Stocks Unscripted: Costco (COST)

Investing Unscripted ·

2024/12/14

We're trying something new! We want to have unscripted conversations about specific stocks. In this episode, we're talking about Costco and how Jeff really wants to buy shares but feels they're too expensive.Let us know what you think about this new show idea! ***************************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Bluesky:

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241 results

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