Investing Unscripted

Jason Hall and Jeff Santoro
  • 4.9（83則評分）
  • 投資
  • 每週更新
Investing Unscripted

This is The Investing Unscripted Podcast, where we ask the questions that matter to investors. If you have feedback for the show, you can email investingunscripted@gmail.com or follow the show on Twitter: @InvestingPod Subscribe to our newsletter: https://investingunscripted.beehiiv.com/subscribe

  1. 2 小時前

    136. Options Investing with Jeff Fischer

    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 Options Strategies: Calls and Puts 17:52 Practical Tips for Trading Options 34:39 Understanding the Value of Options 36:44 Advanced Options Strategies 42:20 Choosing the Right Stocks for Options 47:15 Managing Risk and Volatility 01:00:50 Jeff Fisher's Future Plans Companies mentioned: ABNB, NVDA, GOOG ***************************************** 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 channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *All investing involves the risk of loss, including loss of principal. Brokerage services for US-listed, registered securities, options and bonds in a self-directed account are offered by Public Investing, Inc., member FINRA & SIPC. Public Investing offers a High-Yield Cash Account where funds from this account are automatically deposited into partner banks where they earn interest and are eligible for FDIC insurance; Public Investing is not a bank. Cryptocurrency trading services are offered by Bakkt Crypto Solutions, LLC (NMLS ID 1890144), which is licensed to engage in virtual currency business activity by the NYSDFS. Cryptocurrency is highly speculative, involves a high degree of risk, and has the potential for loss of the entire amount of an investment. Cryptocurrency holdings are not protected by the FDIC or SIPC.  A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. The 6%+ yield is the average, annualized yield to worst (YTW) across all ten bonds in the Bond Account, before fees, as of 12/13/2024. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule).  Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See Bond Account Disclosures (https://public.com/disclosures/bond-account) to learn more. Alpha is an AI research tool powered by GPT-4.  Alpha is experimental and may generate inaccurate responses.  Output from Alpha should not be construed as investment research or recommendations, and should not serve as the basis for any investment decision. Public makes no warranties about its accuracy, completeness, quality, or timeliness of any Alpha out. Please independently evaluate and verify any such output for your own use case. *Terms and Conditions apply. ***************************************** Find the 2025 Portfolio Contest here: https://tinyurl.com/2025IUcontest

    1 小時 8 分鐘

  2. 3 天前

    First Fridays 15: January 2025

    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 Libre and PayPal 42:36 Adding to Adobe and Moderna Positions 50:05 Kinsale Capital and Insurance Market Insights 51:01 Chart Industries: A Sneaky Investment Opportunity 56:49 Homebuilders and REITs: Undervalued Sectors 01:00:31 AMD's Prospects in the AI Market Companies mentioned: ADBE, KNSL, GTLS, MRNA, NVDA, PLTR, STLA, TSLA, TSM ***************************************** 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 channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/investingunscripted ****************************************** Investing Unscripted is brought to you by Public.com* *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more. ***************************************** Find the 2025 Portfolio Contest here: https://tinyurl.com/2025IUcontest Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

    1 小時 6 分鐘

  3. 1月1日

    135. 2025 and Beyond

    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, dividend yields, and newer strategies like options trading. 01:12 New Year, New Beginnings on Investing Unscripted 02:22 Reflecting on Past Investments and Future Plans 04:47 Tax Loss Harvesting: Strategies and Insights 14:33 Changes in Investment Strategies for 2025 24:55 Adjusting Portfolio Allocation 25:10 Reflecting on Investment Strategies 26:03 Measuring Success in Investing 26:29 Long-Term Financial Goals 27:25 The Role of Individual Stocks 28:23 Balancing Stocks and Bonds 30:27 Evolution of Investment Goals 40:02 Dividend Stocks Strategy 47:24 Learning and Evolving as an Investor 50:25 Final Thoughts and Resolutions Companies mentioned: NVDA, O ***************************************** 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 channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

    53 分鐘

  4. 2024/12/28

    Replay: 84. Reckless Predictions for 2024

    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, AMZN, BAC, C, GOOG, GOOGL, GM, JPM, KSS, META, MSFT, MTCH, NVDA, RIVN, SOFI, TSLA, UPST, X, ZM ***************************************** 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 channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

    1 小時 10 分鐘

  5. 2024/12/25

    134. John Rotonti’s Search for Quality and Value

    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 Journey and Career Insights 14:17 Understanding Free Cash Flow and Valuation 24:48 The Importance of Historical Context in Investing 34:34 Understanding P/E Ratios and Valuation 35:04 Estimating Forward Rate of Return 37:13 Introduction to Isla Morada Investment Management 38:06 Rebranding to Bastion Fiduciary 38:43 Acquisition and Growth Strategy 41:02 Launching a New Fund 42:46 Investment Philosophy and Strategy 45:33 Focus on Quality and Value 46:17 Sector-Specific Investment Opportunities 59:48 Reckless Predictions for 2025 01:05:37 Conclusion and Contact Information Companies mentioned: AAPL, COST, MSFT ***************************************** 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 channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

    1 小時 6 分鐘

  6. 2024/12/18

    133. December 2024 Mailbag

    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 Questions 26:14 Quantum Computing and Bitcoin Security 30:38 Diversification and Financial Exposure 31:06 QuantumScape and Investment Strategies 32:16 The Role of ASML in Modern Technology 34:17 Understanding Lindy's Industrial Gas Business 43:12 2025 Portfolio Contest 50:15 Wrapping Up and Final Thoughts Companies mentioned: ASAN, ASML, BOC, LIN, NVDA, OM, QS, TDOC, ZM ***************************************** 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 channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

    51 分鐘

  7. 2024/12/14

    Stocks Unscripted: Costco (COST)

    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: @investingpod.bsky.social YouTube: https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted 00:00 Introduction and New Format Announcement 01:10 Discussing Costco: A Stock to Watch 02:56 Costco's Business Model and Market Position 04:37 Personal Experiences and Anecdotes 06:45 Valuation Concerns and Investment Strategy 12:15 Conclusion and Call for Feedback

    13 分鐘

  8. 2024/12/11

    132. Reckless Predictions 2025

    In this episode, Jason and Jeff reflect on their 2024 market predictions, analyzing what they got right and where they went wrong. While reviewing 2024 predictions by guests Simon Erickson from 7Investing and Ryan and Brett from Chit Chat Stocks, they dive into their bold forecasts for Amazon, Cybertruck, home prices, and the Mag 7 stocks. They also share their best and worst investments of the year and forecast stocks to buy and avoid in 2025. Finally, they make their reckless predictions for the year ahead. 02:31 Reflecting on Last Year's Predictions 02:55 The Nature of Predictions and Planning 04:02 Biases in Investing and Predictions 07:21 Reviewing Last Year's Guests and Predictions 09:05 Brett's Prediction: Amazon's Market Cap 12:07 Simon's Prediction: Cybertruck vs. F-150 Lightning 18:48 Simon's Prediction: FinTech vs. Traditional Banks 24:09 Ryan's Prediction: Magnificent Seven Stocks 30:02 Ryan's Other Predictions: Match Group and Home Prices 32:31 Host Predictions and Reflections 33:42 Reflecting on Past Predictions 34:18 Elon Musk's Bold Moves and Predictions 36:08 Reckless Predictions and Market Speculations 37:49 Portfolio Performance and Live Stream Plans 39:18 Market Surprises and Economic Reflections 44:56 Best and Worst Investments of 2024 52:18 Stock Picks and Avoids for 2025 01:01:35 Reckless Predictions for 2025 Companies mentioned: AAPL, AFRM, AMZN, BAC, C, CELH, ENPH, F, GM, GOOG, INTC, JPM, KNSL, MSFT, MTCH, NVDA, OM, SBUX, SOFI, SPG, STEM, TSLA, UPST, X ***************************************** 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 channel for more content:  https://www.youtube.com/@InvestingUnscripted ****************************************** To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted ****************************************** Investing Unscripted is brought to you by Public.com* Visit https://public.com/investingunscripted  *A Bond Account is a self-directed brokerage account with Public Investing, member FINRA/SIPC. Deposits into this account are used to purchase 10 investment-grade and high-yield bonds. As of 9/26/24, the average, annualized yield to worst (YTW) across the Bond Account is greater than 6%. A bond’s yield is a function of its market price, which can fluctuate; therefore, a bond’s YTW is not “locked in” until the bond is purchased, and your yield at time of purchase may be different from the yield shown here. The “locked in” YTW is not guaranteed; you may receive less than the YTW of the bonds in the Bond Account if you sell any of the bonds before maturity or if the issuer defaults on the bond. Public Investing charges a markup on each bond trade. See our Fee Schedule (https://public.com/disclosures/fee-schedule). Bond Accounts are not recommendations of individual bonds or default allocations. The bonds in the Bond Account have not been selected based on your needs or risk profile. See https://public.com/disclosures/bond-account to learn more.. ***************************************** Find the 2024 Portfolio Contest here: https://tinyurl.com/2024contest Find the 2023 Portfolio Contest here:  https://tinyurl.com/Smatterfolio2023

    1 小時 8 分鐘
顯示全部 (168)

4.9
（滿分 5 顆星）
83 則評分

簡介

This is The Investing Unscripted Podcast, where we ask the questions that matter to investors. If you have feedback for the show, you can email investingunscripted@gmail.com or follow the show on Twitter: @InvestingPod Subscribe to our newsletter: https://investingunscripted.beehiiv.com/subscribe

資訊

  • 創作者
    Jason Hall and Jeff Santoro
  • 活躍年代
    2022年 - 2025年
  • 集數
    168
  • 年齡分級
    兒少適宜
  • 版權
    © Jason Hall and Jeff Santoro
  • 節目網站
    Investing Unscripted

你可能也會喜歡

若要收聽兒少不宜的單集，請登入帳號。

隨時掌握此節目最新消息

登入或註冊後，即可追蹤節目、儲存單集和掌握最新資訊。
選取國家或地區

非洲、中東和印度

亞太地區

歐洲

拉丁美洲與加勒比海地區

美國與加拿大