Podcast
Investing Unscripted
Hosted by Jason Hall and Jeff Santoro · EN
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.
13episodes
Episodes
Newest firstAll episodes
210. Investing Unscripted, Unscripted
Jun 1700:52:48Tap to summarizeWhat if AI plateaus and remains structurally mediocre? Jason and Jeff challenge Wall Street's unstoppable narrative, talk portfolio rebalancing, and dissect the line between investing skill and pure luck. 00:29 Mailbag Callout 01:57 Episode Setup AI Doubts 04:25 Will AI Stay Mid 08:43 LLMs Limits Learning 12:36 AI In Investing Workflow 16:08 Spending Hype Reality 19:17 Deck Building First Principles 22:55 AI Adoption And Growth Math 26:34 Rebalancing In AI Mania 27:23 Trimming Winners Hedging 33:53 Allocation Decisions Retirement 38:08 Have We Just Been Lucky 45:22 Gemini Concentration Fail Companies mentioned: ADBE, AVGO, CRM, DDOG, KNSL, MELI, NVDA 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 Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
Transcribe →First Fridays 31. June 2026
Jun 1401:03:51Tap to summarizeDid the SpaceX IPO live up to the hype? We’re breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit. 00:41 Show Intro And Agenda 04:20 Market Vibes Check In 05:35 Dividend Portfolio Surprise 10:09 Chat Soccer Detour 12:37 Extra Time Debate 18:34 SpaceX IPO Reactions 20:52 Valuation And Competition Risks 26:53 One Year Price Bet Setup 27:32 SpaceX Valuation Debate 28:04 Livestream Banter Fixes 30:04 Portfolio Contest Update 33:40 Lessons From Bad Picks 39:55 Trade Desk Reality Check 47:50 Intuit Versus Adobe 51:15 Oracle AI Risk Talk 54:33 QuantumScape Milestones 58:17 SpaceX IPO Trap Wrap Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, 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 Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices
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Stocks Unscripted: The Trade Desk (TTD)
Mar 29, 2025Tap to summarizeJason 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 Thoughts and Recommendations*****************************************Subscribe to our portfolio on Savvy Trader *****************************************************Email: investingunscripted@gmail.comTwitter: @InvestingPodBluesky: @investingpod.bsky.socialYouTube: https://www.youtube.com/@InvestingUnscripted******************************************To get 15% off any paid plan at finchat.io, visit https://finchat.io/unscripted Learn more about your ad choices. Visit megaphone.fm/adchoices
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