First Fridays 35. October 2026

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First Fridays 35. October 2026

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In the October 2026 First Fridays live stream, Jason and Jeff explore the broader macro vibes surrounding corporate fraud and regulatory boundaries, contrasting today's headlines with the Wild West of 1920s Wall Street. The duo unpacks CareTrust REIT's massive $1.2 billion expansion into the UK, evaluating the enduring power of the "aging baby boomer" demographic tailwind. Later, they debate how quickly "agentic AI" will disrupt e-commerce habits for companies like Amazon and Airbnb, and dissect why Zoom's shrinking enterprise base makes the stock virtually uninvestable despite its free cash flow. 01:56 Wrigley Field Promo Clip 02:52 Chat Greetings and Baseball Talk 06:30 Market Vibes Everything Is Fraud 08:04 Incentives and Man City Case 12:39 Old Wall Street Fraud History 17:29 CareTrust REIT UK Expansion 18:13 Why CareTrust Has Won 23:31 UK Healthcare and Capital Allocation 24:27 Selling CTRE and REIT Rate Sensitivity 26:25 Rates Hit REIT Valuations 27:14 Realty Income vs Diversifying 29:30 Why O Acts Like Bonds 31:31 CareTrust Growth Angle 32:45 REITs vs Bonds and T Bills 34:06 Cost of Capital Explained 37:30 Dividend Growth Comparison 38:39 Agentic AI Shopping Threat 45:58 Ads Trust and New Models 49:31 Zoom Stock Long Term View 54:52 Portfolio Contest and UNICEF Companies mentioned: ABNB, AMZN, BKNG, CTRE, O, RMD, TJX, ZM 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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