investingunscripted@gmail.com
For verified host and producer emails, sign up to view.
Episodes: 273
Frequency: Multiple_weekly
Rating: 4.9/5.0
Estimated listeners: 1k-10k
Gender skew: Male
Location: USA
YouTube: 9.5k subscribers
Instagram: 59 followers
investingunscripted@gmail.com
For verified host and producer emails, sign up to view.
Jason Hall - Co-host and investing commentator focused on stock-market analysis, company valuation, and portfolio decisions.
Jeff Santoro - Co-host and investing commentator focused on stocks, market analysis, and personal finance.
Nick Rossolillo - AI Infrastructure, Semiconductor Stocks, Hyperscaler Capital Spending, Memory-chip Markets, Technology Valuations, Portfolio Research, And Investment Risk.
216. July 2026 Mailbag
July 29, 2026
In this July 2026 Mailbag, Jason and Jeff tackle listener questions on when logic should yield to emotion in debt payoff decisions, how to accurately benchmark dollar-cost-averaged portfolios, and which modern stocks fit David Gardner's "Rule Breaker" framework. Plus, they explore AI's real-world robotics data bottleneck and evaluate Southern California industrial REIT Rexford Industrial (REXR). 01:05 Ratings And Mailbag 02:17 Soccer Clip Goes Viral 05:34 Incentives And Ragebait 07:09 AI ...
215. Jason Explains Banks
July 22, 2026
Why do banks count your deposits as liabilities? We're breaking down how banks actually buy and sell money, plus how to evaluate loan books and bank earnings. 00:49 Why Talk Bank Stocks 03:41 Banks Buy And Sell Money 07:24 Bank KPIs That Matter 09:36 Why Banks Look Revenue-Less 13:26 Deposits As Liabilities 18:53 Interest Rates And Margins 22:41 Fixed Rate Loan Squeeze 24:11 Deposit Rates Lag Reality 25:04 Net Interest Margin Basics 25:55 Types of Banks Explained 29:15 Univer...
214. Is it Time to Buy the Mag 7?
July 15, 2026
Are the mega-caps officially a buy? We're breaking down the valuations, moats, and hidden risks for every Magnificent Seven stock. 00:42 Why Mag Seven Now 05:04 Market Benchmark Setup 05:38 Alphabet AI Optionality 13:40 Apple AI Strategy 21:10 Amazon AI Adjacent Case 35:18 Nvidia Expectations Shift 40:22 Index Fund vs Stock Pick 44:28 Meta Bear Case 51:34 Tesla Hype vs Reality 55:44 Microsoft Copilot Monetization 01:00:23 Portfolio Contest Callback 01:02:32 Buy or Short Mag 7 Com...
Try us risk free with a FREE 3 days trial.
Join hundreds of PR teams using Podseeker to pitch and land bookings