Best Jason Hall And Jeff Santoro Podcasts (2025)

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First Fridays 24: October 2025 1:00:23

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5h ago1:00:23

1:00:23

In the October livestream, Jeff and Jason discuss the challenges of trimming stocks amid rapid gains, the temptation of big winners, QuantumScape's potential, and managing personal investment decisions to maximize long-term gains. 04:32 Market Trends and Economic Uncertainty 08:40 Stock Talk: QuantumScape and Investment Strategies 29:13 Ducati's Qu…

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173. I Gotta Think About That One 56:34

4h ago56:34

56:34

Jason and Jeff randomly analyze each other's stock portfolios, presenting spontaneous bear cases and discussing whether they would buy shares today. 00:35 Explaining the Random Stock Challenge 04:08 First Stock Analysis: LGI Homes 11:59 Second Stock Analysis: Roku 18:21 Third Stock Analysis: QXO 25:27 Fourth Stock Analysis: Airbnb 35:48 Simon Prope…

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172. September 2025 Mailbag 49:19

10d ago49:19

49:19

Jason and Jeff respond to listener questions on stock-based compensation, restaurant industry investments, and recent market dynamics related to the Trade Desk, while sharing their insights on various investing strategies and market trends. 00:37 Listener Questions and Engagement 02:58 Quarterly Earnings Debate 17:32 YouTube Comments and Trade Desk…

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171. David Gardner’s Rule Breaker Investing 1:06:31

13d ago1:06:31

1:06:31

Jason and Jeff interview David Gardner, co-founder of The Motley Fool, to talk about his new book 'Rule Breaker Investing,' investing philosophies, and a friendly stock-picking competition. 00:48 Welcoming David Gardner 01:27 David's Early Investing Journey 03:24 The Rule Breaker Philosophy 08:52 The Importance of Holding 19:30 Valuation and Intang…

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170. Stocks Unscripted: What’s Working and What’s Not 50:22

20d ago50:22

50:22

Jason and Jeff discuss stocks that are performing well and those struggling in their portfolios, evaluate the companies' performances, and share their thoughts on portfolio management and future investment strategies. 02:33 Discussing the Mailbag and Listener Engagement 04:09 Starting the Stock Discussion: Mercado Libre 05:54 Deep Dive into Mercado…

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First Fridays 23. September 2025 1:01:27

23d ago1:01:27

1:01:27

Jason and Jeff discuss cryptocurrencies, delve into financial strategies like options trading, and take questions from the audience about market trends, the housing market, and more. 00:32 3D Printing and Future Technologies 03:07 AI and Investment Predictions 06:46 Market Vibes and S&P 500 Discussion 15:13 Investment Strategies and Options Trading…

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169. Investing Unscripted, Unscripted Part Deux 41:59

27d ago41:59

41:59

Jason and Jeff go completely unscripted, diving into interest rates, market uncertainty, AI hype, and personal investing strategies in a candid, wide-ranging conversation. 02:40 – Reflections on the past year 04:45 – Interest rates, tariffs, and recurring macro themes 07:20 – The Fed, rate cuts, and market reactions 13:00 – How macro noise impacts …

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168. Why Your Retirement Plan Sucks 43:19

1M ago43:19

43:19

Jason and Jeff welcome Dan Otter from 403bwise.org to discuss the difficulties educators face with 403(b) retirement plans, how to advocate for better options, and strategies for navigating and improving these retirement plans. 02:27 Dan Otter's Origin Story 05:35 The Problem with 403(b) Plans 15:26 The Importance of Fiduciary Standards 21:41 Under…

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Misfit Monthly 6. What is Risk? 46:54

1M ago46:54

46:54

Understanding Risk: International Investing Insights with Tyler Crowe In this month's Misfit Monthly Episode, Jason Hall and Tyler Crowe delve into the concept of risk in investing. They discuss the broad definitions and perceptions of risk, focusing particularly on the differences between volatility and the probability of permanent loss of capital…

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167. The Broken Thesis 48:20

1M ago48:20

48:20

Jason and Jeff discuss how to identify and handle situations where the thesis for owning a particular stock might be broken or changed, using various companies as examples. 01:02 Understanding the Broken Thesis 03:07 Evaluating Investment Theses 09:03 Case Study: The Trade Desk 19:46 Case Study: Boston Omaha 24:26 The Broken Thesis: A Personal Expe…

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First Fridays 22. August 2025 1:03:00

1M ago1:03:00

1:03:00

In the August livestream, Jason and Jeff answer questions live, discuss notable earnings reports from the last month, and provide an update on the Investing Unscripted portfolio contest. 01:21 Viewer Interaction and Comments 02:50 Market Vibes and Economic Outlook 15:50 Earnings Season Insights 25:31 Confluent and Outset Medical Discussion 33:07 In…

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166. Ruining a Perfectly Good Investment 50:42

2M ago50:42

50:42

Jason and Jeff discuss the impacts of strategic business shifts in companies like Airbnb, Amazon, Netflix, and Tesla, examining which moves added value, which ones did not, and where the jury is still out. 01:27 Airbnb Investment Discussion 02:38 Airbnb's Future and CEO Analysis 05:15 Challenges and Opportunities for Airbnb 13:52 Successful Busines…

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165. Are You Putting Too Much in Your 401(k)? 52:35

2M ago52:35

52:35

Jason and Jeff discuss optimizing investment strategies, evaluating contributions to 403(b) and 401(k) plans versus Roth IRAs and brokerage accounts, and tackle personal finance essentials such as building an emergency fund, managing taxes, and saving for college. 00:54 Understanding 403(b) and Investment Strategies 02:49 Balancing Tax-Deferred and…

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164. July 2025 Mailbag 51:33

2M ago51:33

51:33

Jason and Jeff dive into diverse investing questions from listeners and their Patreon members, offering insights on holding stocks in a bear market, the benefits of dividend stocks, the impact of macroeconomic factors like inflation on investment philosophy, and more, while also sharing personal anecdotes and practical advice. 00:19 Mailbag Episode…

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163. Nick Maggiulli’s The Wealth Ladder 42:11

2M ago42:11

42:11

Jason and Jeff interview Nick Maggiulli, author of 'The Wealth Ladder,' discussing different levels of wealth, personal finance strategies, and the role of income and investments in building wealth over time. 00:25 Introducing the Guest: Nick Majuli 02:29 Nick Maggiulli’s Background and Journey 05:44 The Importance of Income in Wealth Creation 09:3…

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Misfit Monthly 5. AI Isn’t a Dot-Com Bubble 44:35

2M ago44:35

44:35

In this episode of Misfit Monthly, Jason and Tyler discuss the possibility of an AI bubble, exploring historical market bubbles, investor behavior, and how to stay disciplined in the current investment landscape. 01:28 The Concept of Investing Therapy 03:49 Understanding Market Bubbles 07:03 The Dot-Com Bubble and Its Lessons 09:12 Comparing AI to …

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162. Starting from Scratch 56:02

3M ago56:02

56:02

Jason and Jeff discuss the lessons they've learned from years of investing, recount their early financial missteps, and explore what they would do differently if they had to start their investment journeys from scratch today. 00:36 Starting from Scratch: A New Investor's Journey 01:33 Reflecting on Past Mistakes and Learning 02:37 Investing in Your…

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First Fridays 21. July 2025 1:02:30

3M ago1:02:30

1:02:30

In this month’s livestream, Jason and Jeff discuss the Q2 portfolio contest winner, the recent performance of SoFi and QuantumScape, and share their economic predictions amidst ongoing tariff talks. 00:32 First Friday Live Stream Tradition 01:16 Engaging with the Audience 01:27 Investing Unscripted 2025 Portfolio Contest 02:44 Discussing Rocketing …

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161. Concentration vs. Diversification 45:12

3M ago45:12

45:12

Jason and Jeff discuss concentration vs. diversification in investing, examine personal factors like risk tolerance and time. The conversation includes their own investment journeys and how portfolios can become more concentrated over time. 01:36 Main Topic: Concentration vs Diversification 01:43 Warren Buffett vs Peter Lynch 03:38 Berkshire Hathaw…

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160. Finding Long-Term Value With Short-Term Tools 59:34

3M ago59:34

59:34

Jason and Jeff discuss how to manage long-term investment strategies with short-term information. Inspired by a Patreon member's question, they delve into the challenges investors face when trying to balance immediate news and quarterly reports with the vision of holding stocks for decades. 00:15 The Origin of Today's Topic 00:53 Balancing Short-Te…

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159. Alex Morris: Buffett and Munger Unscripted 47:28

3M ago47:28

47:28

Jason and Jeff welcome Alex Morris, a second-time guest and author of 'Buffett and Munger Unscripted.' The trio discusses the significance of Berkshire Hathaway meetings and the making of Alex's book. They delve into Warren Buffett's and Charlie Munger's investment philosophies, the evolution of their strategies, and how individual investors might …

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Misfit Monthly 4: Jeff Was Right 36:28

3M ago36:28

36:28

Jason and Tyler discuss market efficiency, referencing Cliff Assnes's paper on the 'Less Efficient Market Hypothesis.' They explore value investing, the influence of social media on market behavior, and strategies for individual investors. The hosts emphasize the importance of exploring under-the-radar stocks and maintaining a mix of index funds an…

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158. Flyover Stocks Unscripted 51:46

3M ago51:46

51:46

Jason and Jeff chat with Todd Wenning, founder of KNA Capital and creator of the Flyover Stocks newsletter. They discuss Todd's origin story in investing, the importance of management and company culture in evaluating investments, and how durable competitive advantages play a role. The conversation also explores the current economic landscape, stra…

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First Fridays 20. June 2025 1:01:46

4M ago1:01:46

1:01:46

It’s the June First Fridays (on the second Friday) and we discuss the economic impact of recent global events, ethical considerations in investing, the potential implications of tariffs, and interact with our live audience. Subscribe to our Patreon to get notified of the next livestrem. 02:16 Discussing Recent News Events 04:17 Ethics in Investing …

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157. Market Vibes 2025 48:18

4M ago48:18

48:18

Jason and Jeff delve into the volatile market landscape of 2025. They discuss the implications of tariffs, inflation, and their personal investment strategies during turbulent times. 02:29 Market Trends and Personal Portfolio Insights 07:26 Tariffs and Their Impact on the Market 17:28 Investor Strategies and Market Reactions 24:54 Reflecting on Mar…

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156. Is it Getting Harder to Find an Edge? 40:05

4M ago40:05

40:05

Is it getting harder to find an edge as an investor? Jason and Jeff discuss the increasing availability of financial education and whether this shift impacts the traditional edge held by long-term investors. 01:31 Today's Topic: Finding an Edge in Investing 01:47 Ben Carlson's Insights on Smart and Dumb Money 05:01 Defining Smart Money vs. Dumb Mon…

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155. May 2025 Mailbag 52:44

4M ago52:44

52:44

Jason and Jeff dive into the mailbag to answer listener questions. They compare Google to America, discuss the potential long-term impacts of extreme US political moves on the stock market, evaluate the risks and rewards of investing in Enphase Energy amidst recent legislative changes, and more. 01:43 Addressing Criticisms and Mailbag Introduction …

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154. Your Investing Tribe 41:18

4M ago41:18

41:18

Jason and Jeff announce the launch of their Patreon page to build a dedicated community for their listeners. The episode covers the motivations behind the move, benefits for subscribers, including access to a Discord community, exclusive content, and the importance of having a network of like-minded investors. They also discuss their journey in the…

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153. When Good Advice is Bad 57:58

5M ago57:58

57:58

ason and Jeff challenge well-known investing advice to determine if it fits every individual circumstance. They discuss personal experiences and observations on topics such as when to hold cash, the relevance of Warren Buffett's advice for average investors, the importance of investing within one's circle of competence, and the nuances of managing …

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First Fridays 19: May 2025, Live from Omaha 1:02:19

5M ago1:02:19

1:02:19

This Month’s livestream was live from Omaha, as Jason, Jeff, and Tyler had just returned from the Berkshire Hathaway annual meeting. They discuss the future of Berkshire, especially after the announcement that Warren Buffett will be stepping down as CEO at the end of the year. 00:17 Live from Omaha: Setting the Scene 00:54 Big News: Warren Buffett'…

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152. Jason’s Perfect Buffett Prediction 52:28

5M ago52:28

52:28

Before heading to Omaha for the Berkshire Hathaway Annual Meeting, Jason and Jeff speculated on the company’s future and made reckless predictions about what might happen at the meeting. Now, we get to see if they were right or wrong! 00:39 Preview of Berkshire Hathaway Annual Meeting 01:59 Discussion on Berkshire's Investments and Predictions 04:0…

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151. April 2025 Mailbag 44:51

5M ago44:51

44:51

Jeff and Jason dive into listeners' questions about investment time horizons, optimizing emergency funds, and classifying consumer staples. Key highlights include thoughts on speculative vs. strong conviction positions, the potential pitfalls of using a Roth IRA for emergency funds, and evaluating traditional 'defensive' consumer stocks in today's …

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Chit Chat Stocks: 2025 Portfolio Shakedown 1:12:09

5M ago1:12:09

1:12:09

This week, Jason and Jeff are happy to present an episode of the Chit Chat Stocks Podcast, where Ryan Henderson and Brett Schaefer analyze their personal investment portfolios. They discuss their top holdings, investment strategies, position sizes, and watchlist picks. If you enjoy this episode, subscribe to the Chit Chat Stocks Podcast anywhere yo…

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Misfit Monthly 3: Nobody Saw This Coming 42:05

5M ago42:05

42:05

Jason and Tyler discuss the importance of sound corporate governance, particularly during economic uncertainty such as tariffs. They emphasize conservative investment underwriting and evaluating management incentives. Tyler highlights two professional services firms, FTI Consulting and EXL Services, which can excel in shifting environments. Jason s…

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150. Ben Carlson Unscripted 52:18

6M ago52:18

52:18

Jason and Jeff welcome Ben Carlson from Ritholtz Wealth Management, author of A Wealth of Common Sense. The discussion delves into Ben's unique career journey in finance, key investing strategies, and the importance of asset allocation. They also touch on the pitfalls of market timing, the impact of macroeconomic factors, and the burgeoning influen…

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149. How to Be a Tariffic Investor 55:36

6M ago55:36

55:36

Jason and Jeff discuss the current market volatility amidst new tariff announcements by President Trump, providing real-time reaction to the whipsaw market behavior and share their strategies for navigating this uncertain period. Jason details his use of options to manage risk and build positions, while Jeff focuses on sticking to his established i…

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First Fridays 18. April 2025 1:05:16

6M ago1:05:16

1:05:16

It’s the April livestream, and Jason and Jeff talk about the ongoing tariffs' impact on the market, debating the short- and long-term implications for investors. They emphasize sticking to tried-and-true investment frameworks, especially amidst market volatility. They also dive into recent IPO CoreWeave and talk about the Q1 winner of the 2025 port…

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148. March 2025 Mailbag (In April. Because of February) 54:27

6M ago54:27

54:27

Jason and Jeff answer listener questions about portfolio management, cost basis versus market value, and the importance of understanding one's investments fully. The conversation centers around determining when to add to existing winners versus investing in new opportunities, using QuantumScape as a practical case study. They also explore alternati…

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Stocks Unscripted: The Trade Desk (TTD) 25:42

6M ago25:42

25:42

Jason and Jeff discuss The Trade Desk (TTD). They delve into the company's recent quarterly underperformance, the reasons behind its stock drop, and their approach to decision-making in turbulent times. 00:20 Savvy Trader Portfolio Overview 01:15 Focus on The Trade Desk 02:37 The Trade Desk's Recent Performance 04:26 Understanding The Trade Desk's …

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147. Investing in Housing 58:52

6M ago58:52

58:52

Jason and Jeff explore the vast housing market and its investment opportunities. They discuss the importance of the housing sector and cover a range of topics, including home builders, the impact of aging housing stock, and the benefits of home improvement companies like Lowe's and Home Depot. They also highlight specific stocks and REITs and addre…

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146. Lessons For Younger You 47:45

7M ago47:45

47:45

Jason and Jeff discuss the financial lessons they wish they could share with their younger selves. Topics include the importance of understanding compounding interest, automating investments, paying yourself first, and avoiding the pitfalls of cashing out retirement accounts early. They also explore income strategies, mindful spending, and the need…

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Rough Cut 13: Is It Over? 10:19

7M ago10:19

10:19

The S&P 500 hit correction territory last week...and then we had two "green" days in a row? So is the bad part over? ***************************************** Rough Cut theme by Tom McGovern: https://www.tommcgovern.com/ ***************************************** We would love feedback on the show. Share with us at: Email: investingunscripted@gmail.…

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Misfit Monthly 2: The Too Hard Pile 44:13

7M ago44:13

44:13

In the second episode of Misfit Monthly by Investing Unscripted, Jason and Tyler explore the concept of the 'too hard pile' in investing—companies and sectors that are challenging to understand or outside one's expertise. They discuss the value of intellectual curiosity, the importance of knowing one's limits, and strategies to gradually expand one…

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145. Being Honest About Your Stocks 53:09

7M ago53:09

53:09

Jason and Jeff delve into an honest discussion about stocks in their portfolios. The focus is on Enphase, Live Oak Bank, Ryman Hospitality Properties, and MercadoLibre, analyzing their performance, core business operations, key performance indicators, and potential risks. They discuss their investment theses and whether they would buy these stocks …

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First Fridays 17. March 2025 1:04:29

7M ago1:04:29

1:04:29

In the March livestream, Jason and Jeff discuss the recent market, using options strategies, and pulling underperforming stocks from portfolios. They address audience questions, discuss their most recent stock purchases (Costco for Jeff), and touch upon the use of AI for stock research. Join us on the first Friday of the month (usually) live on You…

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144. Do You Even Valuation, Bro? 52:04

7M ago52:04

52:04

Jason and Jeff delve into the complexities of stock valuation. They examine valuation metrics such as price-to-sales, price-to-earnings, and price-to-free cash flow, discussing how they can provide critical insights into investment decisions. They also highlight the importance of considering both historical and forward-looking financial data, and h…

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143. February 2025 Mailbag 49:46

7M ago49:46

49:46

In the February mailbag, Jason and Jeff tackle various listener questions including the pitfalls and strategic uses of options trading, ETFs versus individual stocks, and long-term investment strategies for kids and grandkids. They also explore the significance of return on equity (ROE) and return on invested capital (ROIC), and discuss managing st…

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142. Chris Hill, Unplugged and Unscripted 46:28

7M ago46:28

46:28

In this episode, Jeff and Jason welcome Chris Hill, renowned podcaster and former Motley Fool Money host, to the show. Chris discusses his new podcast venture, 'Money Unplugged,' which dives into individuals' emotional relationships with money. They explore the importance of understanding one's own risk tolerance and the nuances of financial media …

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Misfit Monthly 1: The Big Lessons From 100 Misfit Stocks 47:42

8M ago47:42

47:42

Welcome to the inaugural episode of Misfit Monthly, brought to you by Investing Unscripted! Join Jason Hall and Misfit Alpha creator Tyler Crowe as they dive into Misfit Alpha, Tyler's investing journey, his methods for finding under-the-radar stocks, and the thematic lessons he's learned profiling nearly 100 'Misfit' companies. They also touch on …

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141. Stuff Happens 53:10

8M ago53:10

53:10

In this episode, Jason and Jeff discuss the volatility and uncertainty in the current market, influenced by factors like tariffs, AI developments, and geopolitical tensions. They delve into the impact of recent events on market performance and the psychological challenges investors face, advocating for long-term, goal-oriented investment strategies…