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155. May 2025 Mailbag

52:44
 
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Manage episode 485427150 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

02:28 Comparing Google and America

03:49 Political Parallels and Alphabet's Strengths

06:41 The Future of Alphabet and AI

11:02 Antitrust and Alphabet's Potential Breakup

14:42 Hypothetical Scenarios and Market Stability

20:03 Historical Context and International Relations

27:15 Global Perspectives on American Capital

29:53 Debate on Endphase and Solar Industry

38:58 International Expansion of Enphase

44:18 Savvy Trader Portfolio Performance

45:42 Overrated and Underrated Stocks

Companies mentioned: AAPL, ANET, CEG, CPNG, ENPH, GOOGL, MELI, MSFT, MTH, NVDA

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

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

To get 15% off any paid plan at finchat.io, visit https://finchat.io/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

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

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

201 episodes

Artwork
iconShare
 
Manage episode 485427150 series 3380772
Content provided by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jason Hall and Jeff Santoro, Jason Hall, and Jeff Santoro or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

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

02:28 Comparing Google and America

03:49 Political Parallels and Alphabet's Strengths

06:41 The Future of Alphabet and AI

11:02 Antitrust and Alphabet's Potential Breakup

14:42 Hypothetical Scenarios and Market Stability

20:03 Historical Context and International Relations

27:15 Global Perspectives on American Capital

29:53 Debate on Endphase and Solar Industry

38:58 International Expansion of Enphase

44:18 Savvy Trader Portfolio Performance

45:42 Overrated and Underrated Stocks

Companies mentioned: AAPL, ANET, CEG, CPNG, ENPH, GOOGL, MELI, MSFT, MTH, NVDA

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

Join our Patreon

Subscribe to our portfolio on Savvy Trader

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

Email: [email protected]

Twitter: @InvestingPod

Check out our YouTube channel for more content:

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

To get 15% off any paid plan at finchat.io, visit https://finchat.io/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

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

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest

  continue reading

201 episodes

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