50. Running Away From Fires

50. Running Away From Fires

In episode 45, Running Towards Fires, Jason and Jeff talked about finding opportunities to buy when the consensus was to sell. In this week's show, they discuss how so many investors are running the other way, paying a hefty premium for low-growth, "blue-chip" stocks that are likely to deliver underperforming returns going forward, looking for dividend stocks, and otherwise searching for safety in what Jason says is "the wrong way." Should you be buying growth stocks again? Holding cash and being patient? Jeff and Jason share their thoughts on this complicated topic. After the break, we answer three listener-submitted questions about foreign taxes, selling stocks at nosebleed valuations only to buy back when they're cheaper, and evaluating different companies based on valuation. Companies mentioned: AMZN, COST, CRWD, DDOG, HD, LOW, PG, WMTWe would love feedback on the show. Share with us at: Email: thesmatteringshow@gmail.com Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(266)

210. Investing Unscripted, Unscripted

210. Investing Unscripted, Unscripted

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17 Jun 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 Jun 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 Jun 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 Jun 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 Mai 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 Mai 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 Mai 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 Mai 59min

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