In this monumental episode of Investing Unscripted, Jason and Jeff announce that they are bringing the podcast to an end—just one episode shy of their 200th milestone. This short reflection episode looks back on past guests, topics, and what had the biggest impact.

01:00 Why the Show Is Ending

02:28 Retrospective and Keeping It Light

03:28 Favorite Guests and Surprise Connections

05:40 Jim Gillies and Early Episodes

06:37 First Friday Livestream Memories

08:06 Podcast Community and Crossovers

09:25 Behind the Scenes Editing and Filler Words

10:21 How Podcasting Shaped Investing Views

11:14 Podcast Shapes Investing

13:40 Investor Identity Distilled

16:31 Talking Through Ideas

18:02 Favorite Episode Formats

20:46 Running Toward Fires

26:54 Wrap Up And Thanks

Companies mentioned: BAM, BN, CRWD, MSFT, S

Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com

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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

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In this month's mailbag, Jason and Jeff tackle a wide array of listener questions, ranging from the tax efficiency of holding dividend stocks in taxable accounts to the potential risks of the NASDAQ fast-tracking private giants like SpaceX into its indexes. They also weigh in on newlyweds combining finances and choosing between brokerages like Schwab and Fidelity. Finally, the duo breaks down Walker & Dunlop's recent post-earnings stock drop and debates where to safely park your cash after hitting a major savings goal.

03:14 Taxable Dividend Strategy

11:54 Nasdaq Index Rule Changes

20:27 Dividend Bucket Rethink

25:57 Dividend Growth Compounding

26:38 Mastercard Low-Yield Lesson

27:42 Instagram Mailbag Setup

28:50 Consolidating Brokerage Accounts

31:47 Schwab Versus Fidelity

34:22 Combining Finances After Marriage

35:45 Money Talks and Guardrails

40:12 Walker and Dunlop Earnings

42:43 Investing After Saving Goal

45:43 Risk Spectrum and Time Horizon

Companies mentioned: AAPL, BOC, CRM, MA, META, MTH, QQQ, SCHW, WD

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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Join our Patreon
Subscribe to our portfolio on Savvy Trader

Jason and Jeff tackle the current wave of market chaos—from oil price spikes and tariffs to the "AI is killing software" narrative. They dive into how they're personally navigating the noise, sharing recent portfolio additions such as Phinia (PHIN) and Clearway Energy that appear insulated from the macroeconomic volatility. They also unpack the AI software scare with deep dives into Toast, ServiceNow, and Procore, and Jason issues a warning about the hidden risks lurking in the booming private credit market.

01:19 AI Tariffs Oil Backdrop

03:38 Housekeeping Mailbag Plug

04:42 Staying the Course

07:18 Markets Recover Before Clarity

12:04 Stock Pick PHIN

19:01 Renewables Reality Check

20:54 Clearway Energy Buy

24:50 Energy Security and Oil Flows

26:36 Oil And Geopolitics

27:29 Krugman On Price Spikes

30:33 Toast Stock Breakdown

35:44 ServiceNow AI Strategy

37:35 Procore Construction Software

42:17 Private Credit Risks

47:38 Staying Invested In Chaos

49:19 Process Over Headlines

Companies mentioned: BAM, BEP, BX, CPNG, CWEN, DASH, ENPH, FOUR, KKR, NOW, ORCL, OWL, PCOR, PHIN, PYPL, SHOP, SQ, TOST

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 Patreon
Subscribe to our portfolio on Savvy Trader