Investing Unscripted

Jason Hall and Jeff Santoro
  • 4.9 (96)
  • INVESTING
  • UPDATED WEEKLY

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.

  1. 14H AGO

    First Fridays 27. January 2026

    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

    58 min

  2. 5D AGO

    186. December 2025 Mailbag

    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: investingunscripted@gmail.com 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

    52 min

  3. 12/24/2025

    185. The 2026 Portfolio Contest & 2025 Market Review

    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: investingunscripted@gmail.com 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

    45 min

  4. 12/17/2025

    184. Bill Brewster: From "Junk" to Quality

    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: investingunscripted@gmail.com 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

    43 min

  5. 12/10/2025

    183. Reckless Predictions 2026

    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: investingunscripted@gmail.com 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

    47 min

  6. 12/03/2025

    182. Earnings Season Reset

    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: investingunscripted@gmail.com 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

    41 min

  7. 11/26/2025

    181. November 2025 Mailbag

    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: investingunscripted@gmail.com 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

    47 min

  8. 11/19/2025

    180. Stocks We Might Be Wrong About

    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: investingunscripted@gmail.com 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

    48 min
See All (238)

4.9
out of 5
96 Ratings

About

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.

Information

  • Creator
    Jason Hall and Jeff Santoro
  • Years Active
    2022 - 2026
  • Episodes
    238
  • Rating
    Clean
  • Copyright
    © Jason Hall and Jeff Santoro
  • Show Website
    Investing Unscripted

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