195. Stocks Unscripted, March 2026

195. Stocks Unscripted, March 2026

Jason and Jeff go completely off-script to discuss what they are actually doing in their portfolios right now. Jeff breaks down why he bought more Datadog on a recent dip and his strategy for adding to Enphase, while Jason explains how he is using options (specifically selling puts) to generate income while waiting for better valuations. Plus, they analyze the risk vs. reward of QuantumScape, debate the new CEO at PayPal, and play a game of "buy or get off the pot" that ends with a live stock purchase. 00:53 Unscripted Earnings Season 04:34 Jeff Did a Thing 06:43 Why Buy Datadog Now 09:14 AI Risks for SaaS 11:34 Selling Puts Strategy 17:06 Market Psychology Chegg 19:41 Market Efficiency Long Term 23:15 Enphase DCA Dilemma 25:46 How to Time Adds 28:08 Quarterly Info Is Noise 28:30 Enphase Through the Cycle 29:49 QuantumScape Solid State Promise 31:50 Timing the Entry Price 33:53 Asymmetric Upside vs Risk 36:24 PayPal CEO Shakeup 38:59 Reframing the PayPal Thesis 44:48 Small Positions to Fix 46:36 Airbnb Growth Proof Points Companies mentioned: ABNB, ADBE, CHGG, DDOG, ENPH, PYPL, QS, UPST 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 PatreonSubscribe to our portfolio on Savvy Trader Learn more about your ad choices. Visit megaphone.fm/adchoices

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Jaksot(266)

210. Investing Unscripted, Unscripted

210. Investing Unscripted, Unscripted

What 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 ...

17 Kesä 52min

First Fridays 31. June 2026

First Fridays 31. June 2026

Did 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 cen...

14 Kesä 1h 3min

209. Our Best Stock Ideas Right Now

209. Our Best Stock Ideas Right Now

In this episode, Jason and Jeff open up their "Savvy Trader" portfolio to reveal their four most recent stock purchases. They break down the evolving credit risks and e-commerce dominance of MercadoLi...

10 Kesä 57min

208. The 15 Investing Terms You Need to Know

208. The 15 Investing Terms You Need to Know

Jason and Jeff break down 15 essential investing terms that are constantly thrown around in the financial world. The duo translates Wall Street jargon into plain English, explaining the difference bet...

3 Kesä 1h 7min

207. Missing Fads with Brian Stoffel

207. Missing Fads with Brian Stoffel

In this episode of Investing Unscripted, Jason and Jeff are joined by longtime friend and investing educator Brian Stoffel. Brian shares his fascinating journey from a middle school writing teacher in...

27 Touko 1h 1min

206. May 2026 Mailbag

206. May 2026 Mailbag

In the May 2026 Mailbag, Jason and Jeff tackle a series of compelling listener questions, starting with a deep dive into whether "vibe coding" and agentic AI are truly an existential threat to major S...

20 Touko 1h 4min

205. The 3 Questions Every Investor Should Answer

205. The 3 Questions Every Investor Should Answer

Jason and Jeff strip investing down to its core framework. They break down the "Why, What, and How" that every investor needs to answer to build a sustainable and successful portfolio. The duo explore...

13 Touko 56min

204. Stocks for the AI Hater

204. Stocks for the AI Hater

In this episode, Jason and Jeff take a much-needed break from the relentless AI hype cycle to focus on "boring" but beautiful businesses. The duo builds an "Anti-AI" portfolio of companies that are po...

6 Touko 59min

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