Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We discuss the difference between a "price bubble" and an "earnings bubble" (and which one Nvidia might be in), share specific prompting strategies to stop AI from hallucinating, and run a live demo analyzing Green Brick Partners from scratch.

00:55 Introducing the Guest: Brian Feroldi

01:43 AI in Investing: A Game Changer

03:40 Understanding AI Bubbles

07:08 Using AI for Stock Research

10:57 Optimizing AI Prompts for Investing

16:59 The Role of AI in Investment Decisions

19:42 AI Tools and Techniques

26:25 Understanding AI's Learning Process

26:49 Effective Prompting Techniques

26:54 Role Assignment and Citations

27:45 Step-by-Step Instructions for AI

28:08 Resources for AI Prompting

28:26 Using Notebook LM for Data Sources

29:55 Practical AI Prompt Demonstration

30:53 Analyzing Green Brick Partners

32:45 Evaluating AI's Financial Analysis

39:35 Customizing AI Prompts for Investment

45:12 Challenges and Future of AI in Finance

Companies mentioned: AAPL, CRWD, GILD, GOOGL, GRBK, LEN, LGIH, META, NVDA

Check out Brian’s work at https://www.longtermmindset.co/

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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

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Subscribe to our portfolio on Savvy Trader

We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) only returned 9% (and why he is perfectly okay with that). We also discuss why Jason's "boring" dividend portfolio outperformed the AI-driven market, and explore the dangers of "investing echo chambers".

01:32 Reflecting on 2025: Portfolio Performance

04:30 Jeff's Personal Investment Breakdown

14:22 Jason's Investment Strategy and Performance

23:25 Transitioning Investments to Bonds and Cash

24:21 Building a High-Yield Dividend Portfolio

26:13 Reflecting on Investment Performance

28:41 The Importance of Long-Term Investment Perspective

31:13 Analyzing Stock Picking Strategies

34:44 Echo Chambers in Stock Picking

Companies mentioned: BEP, BIP, BRK.B, CTRE, GOOGL, KNSL, MELI, NOW, NTB, PSX, PYPL, RKLB, S, SPG, TFSL, 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

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 Patreon
Subscribe to our portfolio on Savvy Trader