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Investing Unscripted

Investing Unscripted

Written by: Jason Hall and Jeff Santoro
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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.Jason Hall and Jeff Santoro Economics Personal Finance
Episodes
  • 227. Should You Still Own Bonds?

    227. Should You Still Own Bonds?
    Oct 14 2026
    In this episode, Jason and Jeff tackle the often-misunderstood world of fixed income to answer a critical question: Should you still own bonds? The hosts break down exactly why bond funds were decimated in 2022, the mechanics of the inverse correlation between interest rates and bond prices, and the vital difference between holding bond funds versus holding individual bonds to maturity. Finally, they explore why the current 5% yield environment makes fixed income a compelling wealth-preservation tool for investors looking to lock in their gains from the AI stock boom. 01:27 Soccer Versus Baseball 04:10 Why Bonds Now 05:36 Patreon Shoutouts 07:46 Rates Inflation And Stocks 15:07 Bond Crash Explained 19:42 Bond Funds Versus Bonds 21:31 Stocks Bonds And Allocation 23:26 Bonds Risk Basics 24:46 Why Bonds Now 25:30 Rates Perspective Shift 28:11 Fixed Income Case 30:22 Interest Rate Risk 32:18 Bond Types Explained 34:44 Junk Bond Reality 36:51 Bonds Versus Cash 38:30 Duration And Timeframes 42:32 Target Date Simplicity 45:34 Bond Selloff In Context 47:19 Yield Math Matters 49:54 Wrap Up And Disclaimers Companies mentioned: AAPL, BND, BRK.B, HD, MCD, META, MSFT, TJX 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 ***************************************** 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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    56 mins
  • 226. Should You Still Own Bonds?

    226. Should You Still Own Bonds?
    Oct 7 2026
    In this completely unscripted episode, Jason and Jeff tackle the broad economic vibes surrounding the market’s resilience despite mounting geopolitical and macroeconomic uncertainty. The duo debates whether the normalization of sports betting and prediction markets is quietly threatening the culture of long-term stock investing. Plus, they unpack the complicated psychology of adding to massive winners, analyzing why Jason is considering a starter position in Broadcom despite its stretched valuation, and evaluating whether QuantumScape’s latest manufacturing pivots are a sign of commercial maturity or a yellow flag for a cult stock. 00:52 Show Vibe and Housekeeping 03:04 Market Vibes and Expectations 07:14 Gambling Culture Concerns 11:30 AI Fatigue and Speculation 16:43 Radar Stocks and Idea Generation 21:06 QuantumScape Deep Dive 24:40 Concerns About Cult Stocks 27:06 Covered Calls Rules 28:12 QuantumScape Shares Trap 29:21 When Not To Sell Calls 31:13 Meme Stock Vibes 32:30 QuantumScape Bull Case 35:14 Go To Market Pivot 38:40 Broadcom AI Thesis 43:31 Valuation And DCA 45:36 VMware Buffer Debate 47:49 Long Term AI Outlook 51:25 Podcast Plug And Wrap Companies mentioned: AAPL, ASML, AVGO, BE, CMCSA, CSCO, DIS, GOOG, GOOGL, META, MSFT, NVDA, PLUG, QS 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 ***************************************** 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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    58 mins
  • First Fridays 35. October 2026

    First Fridays 35. October 2026
    Oct 5 2026
    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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    1 hr and 3 mins
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