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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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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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

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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

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Subscribe to our portfolio on Savvy Trader

In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfolio management. They debate the pros and cons of rebalancing versus letting your winners run (featuring a look at Jason’s highly concentrated Roth IRA) and discuss how to handle a financial windfall like an inheritance. The hosts also break down the risks of complex conglomerates like Brookfield, analyze whether MTY Food Group is a value play or a value trap, and give their unfiltered take on whether recent political news finally makes Cannabis stocks investable.

00:23 Listener Mailbag and Community Engagement

03:09 First Listener Question: Balancing Financial Results and Industry Knowledge

06:50 Using AI Tools for Investment Research

08:27 Real-World Examples and Industry Research

11:04 Brookfield Corporation: Legal Issues and Investment Risks

14:50 MTY Foods: Cash Flow and Investment Potential

22:28 Rebalancing Portfolios: Strategies and Considerations

26:10 Risk Management in Asset Allocation

26:54 Personal Investment Stories and Lessons

28:21 Strategies for 401k, Roth, and Brokerage Accounts

37:29 Handling Inheritance and Tax Implications

45:26 Investing in Cannabis Stocks

50:54 Conclusion and Viewer Engagement

Companies mentioned: AEO, AMZN, BN, CAVA, CMG, CRWD, CTRE, DRI, EAT, EPR, GOOGL, LOB, MCD, MELI, MO, MTY, NFLX, NUE, STLD, TAP, TSM, YUM

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

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To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

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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

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

In this holiday special, Jason and Jeff wrap up 2025 by reviewing the year's biggest stories—from the AI boom to inflation and trade wars. They discuss whether the AI narrative is showing any cracks and debate which sectors might dominate in 2026, with Jason making a case for homebuilders and Jeff eyeing the energy sector. The hosts also reveal the simplified rules for the 2026 Investing Unscripted Portfolio Contest, inviting listeners to submit their "buy and hold" picks for charity. Finally, they share their "YOLO" picks and confess what they got wrong in 2025.

01:25 Upcoming Contest Announcement

02:00 2025 Year in Review

05:47 AI Dominance and Market Trends

13:08 Stock Picks for 2026

18:19 Sector Predictions for 2026

23:25 AI and Renewable Energy: The China Factor

24:53 Reflecting on 2025: Biggest Misjudgments

27:39 Lemonade's Unexpected Success

30:48 Top Performing Stocks of 2025: Predictions for 2026

34:47 Robinhood's Race Against Time

37:30 2026 Stock Contest: Rules and Guidelines

44:29 Wrapping Up: Final Thoughts and Holiday Wishes

Companies mentioned: GOOGL, ENPH, LMND, MU, NEM, NVDA, PLTR, HOOD, STX, SNPS, WBD, WDC

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Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

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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

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar butt" value investing to quality compounders. We dive deep into his sharp criticism of Disney CEO Bob Iger, debate whether Berkshire Hathaway is facing a "conglomerate discount" after its recent management shakeup, and discuss why sometimes the best investing strategy is simply admitting you might be the "dumbest person in the room."

00:24 Introducing the Guest: Bill Brewster

00:50 Bill's Investment Philosophy

04:05 Frameworks vs. Rules in Investing

06:59 Evolving as an Investor

11:01 David Gardner's Influence

18:18 Goals vs. Incentives in Investing

24:03 Building a Robust Investing Framework

24:27 Traits of Quality Enterprises

26:18 Economic Moats and Management Insights

27:45 Disney's Leadership and Strategic Shifts

32:58 Berkshire Hathaway's Future Leadership

Companies mentioned: BN, BRK.B, CLPT, COST, DIS, FAST, GIS, JPM, MCD, MELI, NFLX, OLN, OXY, PM, SHOP, WBD, WMT

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Check out The Business Brew: https://www.thebusinessbrew.com/

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Subscribe to our portfolio on Savvy Trader

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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

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's full self-driving ambitions will crash the stock, and why Strategy might be the single most dangerous stock to own next year. Plus, we ask the big question: Will the market finally crash in 2026, or is the AI bubble just getting started?

00:16 Reckless Predictions and Accountability

00:34 Catching Up After the Holidays

01:42 Reviewing Last Year's Predictions

06:03 Stock Picks for 2025

11:10 Stocks to Avoid in 2025

20:46 Reflecting on Housing Market Predictions

24:30 S&P 500 Prediction Review

25:16 New Predictions for 2026

26:35 Oracle's Market Potential

27:29 Alphabet's AI Advantage

28:43 ASML and GE Aerospace Predictions

31:55 Kinsale Capital and Stock Picks

34:29 Stocks to Avoid in 2026

40:31 Reckless Predictions for 2026

Companies mentioned: AAPL, ASML, BRK.B, DFH, ENPH, GE, GOOGL, GRBK, INTC, KNSL, LLY, LEN, MELI, META, MSFT, MSTR, MTH, NVDA, ORCL, PHM, PLTR, TREX, TSLA, WMT

*****************************************

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

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

Jason and Jeff discuss why the best time to analyze a company might be weeks after they report, and share their personal strategies for this quieter period.

03:00 Why You Should Wait a Month Before Analyzing Earnings

06:00 Early Investing Mistakes

12:00 Panic-Buying and the CrowdStrike Example

15:00 How Incentives (and "Being First") Skew Financial Media

20:00 Annual Reports & The Rexford Industrial Deep Dive

24:00 The Value of Community: Canadian Solar

26:00 Spreadsheets and "Quiet Time" Research

29:00 Timing Buys Around Earnings Dates

35:00 Improvements: Investing Journal? (Airbnb)

Companies mentioned: ABNB, CRWD, CSIQ, REXR, 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

******************************************

The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest