Jason and Jeff answer listener questions about Pinterest stock, the nature of individual stock-picking, their financial goals, favorite podcasts, and Halloween candies on this episode of Investing Unscripted.
01:14 Analyzing Pinterest as an Investment
03:24 The Challenges of Monetizing Pinterest
10:10 Listener Question: Are Stock Pickers Narcissists?
23:09 Determining Financial Goals
24:33 Understanding Retirement Income Needs
25:16 The 4% Rule Explained
26:56 Building Healthy Financial Habits
27:51 Personal Investment Strategies
29:50 Reflecting on Long-Term Investment Returns
30:40 Fun Questions: Podcasts and Halloween Candy
34:24 Investing in Candy Companies
Companies mentioned: HSY, MDLZ, NSRGY, PINS
*****************************************
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
******************************************
Jason and Jeff discuss the concept of moats in investing, exploring their validity, limitations, and real-life applicability across various industries, including technology, retail, and pharmaceuticals.
01:25 Debating the Existence of Moats
04:01 Intangible Asset Moats: Apple and Nike
15:12 Pharmaceutical Moats and Patent Protection
16:42 Cost Advantages and Efficient Scale
24:13 Amazon's Distribution Network Moat
24:44 The Amazon Shopping Experience
26:05 Amazon's Cost Advantage and Business Model
28:18 Switching Costs and Market Stickiness
29:12 Shopify's Role in E-commerce
31:15 The Risk of Complacency in Companies with High Switching Costs
36:59 Network Effects in Business
43:55 The Importance of Competitive Advantages
Companies mentioned: AAPL, ADBE, AMZN, KO, MA, NKE, ON, SHOP, TSM, UA, V
*****************************************
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
******************************************
Jason and Jeff are joined by financial planning expert Robert Brokamp to discuss key concepts in retirement planning for individuals at every stage of their career, covering topics such as 401(k)s, Roth IRAs, pensions, and the importance of cash and bonds in both accumulation and retirement phases.
00:48 Introducing the Guest: Robert Brokamp
01:31 Previous Episodes and Listener Feedback
02:32 Retirement Planning for New Adults
04:51 Maximizing Employer Match Contributions
09:25 Roth vs. Traditional 401(k)
13:21 Pensions and Retirement Income
21:46 Retirement Lifestyle and Planning
25:56 Emergency Funds and Cash Management
27:14 Living in Uncertainty: The Need for a Backup Plan
27:47 Retirement Savings: Stocks vs. Cash
28:02 The Importance of Cash in Volatile Markets
29:46 Approaching Retirement: Adjusting Your Portfolio
30:55 Building a Cash Cushion and Transitioning to Bonds
33:02 Understanding Bonds: Funds vs. Individual Bonds
36:01 The Impact of Interest Rates on Bonds
44:51 Holding Stocks in Retirement
49:21 Required Minimum Distributions and Tax Strategies
50:51 Finding Joy in Work and Retirement
*****************************************
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
******************************************
Jason and Jeff discuss the potential for an upcoming market crash in 2026, reflecting on last year's predictions, and explore the impacts of AI investment, interest rates, inflation, and tariffs on the market, providing insights on how to adjust investment strategies in uncertain times.
01:55 Reflecting on Last Year's Market Crash Predictions
06:09 The AI Boom and Market Speculation
14:37 Interest Rates and Economic Concerns
24:06 Economic Stability and Employment
24:23 Impact of AI on Entry-Level Jobs
24:55 Government Shutdown and Unemployment
25:43 Inflation and Tariffs
30:27 Investment Strategies and Market Predictions
30:52 Savvy Trader Portfolio Insights
32:28 Long-Term vs Short-Term Investment Goals
37:37 Practical Uses of AI in Investing
40:06 Preparing for Market Crashes
Companies mentioned: CRWV, MSFT NVDA
*****************************************
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
******************************************
In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains.
04:32 Market Trends and Economic Uncertainty
08:40 Stock Talk: QuantumScape and Investment Strategies
29:13 Ducati's Quantum Leap
29:36 Corning Partnership Boosts Stock
30:26 Investor Concerns and Market Reactions
31:53 Speculative Investments and Market Sentiment
35:06 Strategies for Managing High-Performing Stocks
38:07 Balancing Portfolio and Trimming Positions
Companies mentioned: MELI, NVDA, QS, SHOP, SOFI, WINA
*****************************************
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
******************************************
Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today.
00:35 Explaining the Random Stock Challenge
04:08 First Stock Analysis: LGI Homes
11:59 Second Stock Analysis: Roku
18:21 Third Stock Analysis: QXO
25:27 Fourth Stock Analysis: Airbnb
35:48 Simon Property Group: Malls Aren't Dead Yet
42:28 Procore: Modernizing the Construction Industry
52:26 Reflecting on Investment Strategies
Companies mentioned: ABNB, LGIH, ROKU, SPG, QXO
*****************************************
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
******************************************
Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends.
00:37 Listener Questions and Engagement
02:58 Quarterly Earnings Debate
17:32 YouTube Comments and Trade Desk Discussion
23:27 Market Sentiment and Trade Desk Analysis
23:48 Ad Tech Industry Dynamics
26:08 Stock Valuation and Future Prospects
30:25 Stock-Based Compensation Discussion
38:44 Investing in Restaurant Stocks
47:45 Spam Comment of the Month
Companies mentioned: AMZN, ASAN, CAVA, CFLT, CMG, CPNG, CRWD, MCD, MELI, MSFT, SBUX, SE, TTD, XYZ
*****************************************
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
******************************************
Jason and Jeff interview David Gardner, co-founder of The Motley Fool, to talk about his new book 'Rule Breaker Investing,' investing philosophies, and a friendly stock-picking competition.
00:48 Welcoming David Gardner
01:27 David's Early Investing Journey
03:24 The Rule Breaker Philosophy
08:52 The Importance of Holding
19:30 Valuation and Intangibles
33:16 Misunderstandings of Rule Breaker Investing
37:23 Reflecting on Stock Picks and Surprises
37:48 The Humility in Investing
38:27 Lessons from Stock Picking
41:42 The Value of Direct Stock Buying
43:11 Fun with Stock Picking Games
43:55 Introducing the Smattering Six
46:06 Stock Picking Contest
01:04:06 The Importance of Long-Term Investing
Companies mentioned: AMZN, AX, CPNG, MELI, NVDA, PCOR, TBBB, TMDX, WRBY
Check out David’s new book: https://www.rulebreakerinvesting.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
******************************************
Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share their thoughts on portfolio management and future investment strategies.
02:33 Discussing the Mailbag and Listener Engagement
04:09 Starting the Stock Discussion: Mercado Libre
05:54 Deep Dive into Mercado Libre's Performance
18:31 Exploring Lemonade and Upstart
27:03 Navigating Investment Conviction and Price Anchoring
29:07 Evaluating Lemonade's Growth Strategy
32:05 Understanding Upstart's Market Position
35:55 Moderna: A Long-Term Bet on mRNA Technology
42:38 Live Oak Bank: A Small Business Lender's Journey
49:27 Wrapping Up and Final Thoughts
Companies mentioned: AX, LMND, MELI, LOB, MRNA, SHOP, UPST
*****************************************
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
******************************************
Jason and Jeff discuss cryptocurrencies, delve into financial strategies like options trading, and take questions from the audience about market trends, the housing market, and more.
00:32 3D Printing and Future Technologies
03:07 AI and Investment Predictions
06:46 Market Vibes and S&P 500 Discussion
15:13 Investment Strategies and Options Trading
20:43 Economic Outlook and Rate Cuts
32:21 Crypto and AI Speculation
32:57 Potential AI Market Risks
33:57 Electricity Generation Concerns
34:16 Gradual Slowdown in AI Spending
34:57 Crypto Bubble Indicators
36:23 Housing Market Stability
36:43 Sopranos and New Jersey
38:10 Housing Market Fundamentals
46:14 QuantumScape Investment Discussion
51:09 Office Real Estate and Labor Market
53:05 Pandemic Stocks and Market Perception
53:39 Zoom's Future and Investor Sentiment
Companies mentioned: LMND, QS, ROKU, TBBB, TFSL, UPS, ZM
*****************************************
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
******************************************
Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation.
02:40 – Reflections on the past year
04:45 – Interest rates, tariffs, and recurring macro themes
07:20 – The Fed, rate cuts, and market reactions
13:00 – How macro noise impacts personal investing decisions
15:20 – Homebuilders, housing affordability, and investment opportunities
18:00 – Adapting investment process: FOMO, bubbles, and Howard Marks’ advice
22:00 – Market exuberance: Is it 1996 or 1999?
26:30 – Pivot: Is AI overhyped? Parallels to the Internet bubble
29:00 – AI’s real impact, business integration, and valuation risks
33:00 – Energy, infrastructure, and the limits of AI scalability
35:00 – Personal portfolio management, risk, and long-term goals
40:00 – Index funds, risk allocation, and retirement planning
42:00 – Housekeeping, how to support the show, and closing thoughts
Companies mentioned: AAPL, ASML, BRK.B, CRM, GOOG, META, NVDA, TSM
*****************************************
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
******************************************
Jason and Jeff welcome Dan Otter from 403bwise.org to discuss the difficulties educators face with 403(b) retirement plans, how to advocate for better options, and strategies for navigating and improving these retirement plans.
02:27 Dan Otter's Origin Story
05:35 The Problem with 403(b) Plans
15:26 The Importance of Fiduciary Standards
21:41 Understanding Expense Ratios in Index Funds
22:07 Hiring a Fee-Only Financial Advisor
22:53 The Impact of Fees on Long-Term Savings
24:21 Advocating for Better Retirement Plan Options
25:48 Empathy for School Districts and Their Challenges
29:06 The Importance of Offering Low-Cost Retirement Plans
30:25 Building an Army to Advocate for Better Options
33:23 The Benefits of a Roth IRA for Educators
35:38 Navigating Bad 403(b) Plans and Finding Solutions
*****************************************
Check out Dan’s work at https://403bwise.org
Subscribe to the Teach and Retire Rich podcast wherever you get podcasts
*****************************************
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
******************************************
Understanding Risk: International Investing Insights with Tyler Crowe
In this month's Misfit Monthly Episode, Jason Hall and Tyler Crowe delve into the concept of risk in investing. They discuss the broad definitions and perceptions of risk, focusing particularly on the differences between volatility and the probability of permanent loss of capital. The conversation also explores the common view that international markets are considered risky, using examples like Poland and Mexico to show that's not always the case. Tyler shares insights from his extensive experience living and investing overseas, emphasizing the importance of evaluating unfamiliar markets and the risks associated with them. The episode aims to equip investors with the tools to better assess risk and make informed decisions that align with their financial goals.
01:04 Defining Risk in Investing
21:17 Perceptions of Risk in International Markets
24:06 The Granny Shot: A Lesson in Unconventional Success
24:51 Societal Pressure in Decision Making
26:10 Investment Community and Benchmark Hugging
27:42 Incentives and Fund Management
30:56 Stock Buybacks and Market Signals
33:39 Evaluating Risk in International Markets
41:09 Final Thoughts on Risk and Investment Strategies
*****************************************
Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted
Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.social
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 finchat.io, 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
******************************************
Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples.
01:02 Understanding the Broken Thesis
03:07 Evaluating Investment Theses
09:03 Case Study: The Trade Desk
19:46 Case Study: Boston Omaha
24:26 The Broken Thesis: A Personal Experience
25:11 TPI Composites: A Case Study in Bankruptcy
29:36 Brunswick Corporation: A Journey Through Time
33:31 Nvidia: From Video Cards to AI Powerhouse
40:24 Evaluating Investment Theses: Lessons Learned
Companies mentioned: AMZN, BC, BOC, CTRE, NFLX, NVDA, OM, RDFN, ROKU, CLNE
TPIC, 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
******************************************
In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest.
01:21 Viewer Interaction and Comments
02:50 Market Vibes and Economic Outlook
15:50 Earnings Season Insights
25:31 Confluent and Outset Medical Discussion
33:07 Investment Strategies and Position Sizing
35:34 UnitedHealth and Berkshire's Investment Moves
40:29 Portfolio Contest Update
46:00 Tobacco Stocks and Meme Stocks Discussion
48:51 QuantumScape's Progress and Potential
51:36 Airbnb's Growth and Challenges
57:19 Enphase Energy and Solar Market Insights
Companies mentioned: ABNB, CFLT, ENPH, OM, TTD, UNH, QS
*****************************************
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
******************************************
Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out.
01:27 Airbnb Investment Discussion
02:38 Airbnb's Future and CEO Analysis
05:15 Challenges and Opportunities for Airbnb
13:52 Successful Business Transformations
14:31 Amazon's Strategic Moves
21:12 Microsoft's Resurgence
26:38 The Impact of the iPhone on Apple's Future
26:56 Microsoft's Struggles with Innovation
27:19 Steve Ballmer's Infamous Moment
28:01 Berkshire Hathaway: A Unique Conglomerate
30:42 Under Armour's Rise and Fall
33:27 Shopify's Strategic Decisions
36:24 Companies with Uncertain Futures
45:10 Tesla: The Ultimate Story Stock
Companies mentioned: ABNB, AMZN, BRK.B, CPNG, MELI, MSFT, NFLX, SBUX, SHOP, SOFI, TSLA, UA
*****************************************
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
******************************************
Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college.
00:54 Understanding 403(b) and Investment Strategies
02:49 Balancing Tax-Deferred and Taxable Accounts
11:45 Emergency Funds and Financial Safety Nets
16:24 Maximizing Employer 401(k) Matches
19:23 Tracking Expenses and Adjusting Contributions
25:14 Alternative Investment Strategies
27:19 Tax Implications of Roth and 401k Withdrawals
27:54 Strategizing Contributions: Roth vs. 401k
28:58 Employer Contributions and Taxable Brokerage Accounts
29:26 Advice for Younger Investors
30:47 Issues with 401k and 403b Plans
34:18 Alternative Investment Strategies
35:01 Saving for College: Different Perspectives
41:19 Balancing Investments for Flexibility
43:21 Tax Considerations in Investment Strategies
Companies mentioned: NVDA, QS
*****************************************
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
******************************************
Jason and Jeff dive into diverse investing questions from listeners and their Patreon members, offering insights on holding stocks in a bear market, the benefits of dividend stocks, the impact of macroeconomic factors like inflation on investment philosophy, and more, while also sharing personal anecdotes and practical advice.
00:19 Mailbag Episode Introduction
00:57 Question 1: Holding Stocks in a Bear Market
11:47 Question 2: Dividend Investing Strategies
20:15 Question 3: Stable Coins and Payment Networks
26:21 Comprehensive Stock Research and Podcast Overview
26:52 Stable Coins and Streaming Services Analogy
28:01 The Future of Stablecoins and Blockchain
30:06 Impact of Inflation on Investment Philosophy
32:15 Interest Rate Environment and Investment Decisions
36:41 Dealing with Disinterest in Active Investing
43:38 Strategies for Drawing Down Investments in Retirement
48:50 Spam Comment of the Month and Closing Remarks
Companies mentioned: MA, V
*****************************************
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
******************************************
Jason and Jeff interview Nick Maggiulli, author of 'The Wealth Ladder,' discussing different levels of wealth, personal finance strategies, and the role of income and investments in building wealth over time.
00:25 Introducing the Guest: Nick Majuli
02:29 Nick Maggiulli’s Background and Journey
05:44 The Importance of Income in Wealth Creation
09:38 The Wealth Ladder: Levels and Strategies
16:03 Frameworks and Financial Decision Making
21:16 Reflections on Wealth and Time
23:34 Analyzing Wealth Mobility
24:35 The Impact of Age on Wealth Accumulation
26:54 Challenges Faced by Younger Generations
28:54 Adapting to Market Changes
34:13 The Role of Writing in Financial Understanding
37:26 Personal Investment Strategies
*****************************************
Buy The Wealth Ladder here: https://www.amazon.com/Wealth-Ladder-Proven-Strategies-Financial/dp/0593854039
Of Dollars and Data Newsletter: https://ofdollarsanddata.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
******************************************
In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape.
01:28 The Concept of Investing Therapy
03:49 Understanding Market Bubbles
07:03 The Dot-Com Bubble and Its Lessons
09:12 Comparing AI to Past Bubbles
15:33 The Role of Investor Psyche in Market Bubbles
17:27 Promotional Segment: Fiscal.ai and Chitchat Stocks Podcast
18:56 Reflecting on the Dot-Com Bubble and SPACs
21:47 Market Highs and AI Speculation
22:53 The AI Bubble Debate
25:22 Nvidia's Role in AI
28:15 Historical Comparisons and Market Dynamics
30:55 Investor Strategies and Market Outlook
35:44 Valuation Perspectives and Final Thoughts
*****************************************
Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted
Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.social
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 finchat.io, 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
******************************************
