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

09:38 The Wealth Ladder: Levels and Strategies

16:03 Frameworks and Financial Decision Making

21:16 Reflections on Wealth and Time

23:34 Analyzing Wealth Mobility

24:35 The Impact of Age on Wealth Accumulation

26:54 Challenges Faced by Younger Generations

28:54 Adapting to Market Changes

34:13 The Role of Writing in Financial Understanding

37:26 Personal Investment Strategies

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Buy The Wealth Ladder here: https://www.amazon.com/Wealth-Ladder-Proven-Strategies-Financial/dp/0593854039

Of Dollars and Data Newsletter: https://ofdollarsanddata.com/

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2025 Portfolio Contest

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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 Past Bubbles

15:33 The Role of Investor Psyche in Market Bubbles

17:27 Promotional Segment: Fiscal.ai and Chitchat Stocks Podcast

18:56 Reflecting on the Dot-Com Bubble and SPACs

21:47 Market Highs and AI Speculation

22:53 The AI Bubble Debate

25:22 Nvidia's Role in AI

28:15 Historical Comparisons and Market Dynamics

30:55 Investor Strategies and Market Outlook

35:44 Valuation Perspectives and Final Thoughts

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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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2025 Portfolio Contest

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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 Early Twenties vs. Now

03:19 Adapting Investment Strategies Over Time

16:04 The Importance of Automating Savings

23:30 Earnings Growth and Financial Success

30:50 Understanding Compounding and Inflation

32:58 Teaching Financial Literacy to Kids

34:09 Reflecting on Investment Strategies

35:07 The Role of Humility in Investing

38:58 Starting Over: Portfolio Strategies

42:10 Rolling Over Retirement Accounts

49:25 Aligning Finances with Values

52:53 Frameworks vs. Rules in Financial Planning

Companies mentioned: AAPL, CRWD, KNSL

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To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

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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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2025 Portfolio Contest

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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 Stocks: SoFi and QuantumScape

04:13 SoFi: A Deep Dive

16:22 QuantumScape: The Future of Solid-State Batteries

30:41 Balancing Index Funds and Individual Stocks

33:22 Retirement Stock Strategies

34:02 Conviction in Individual Stocks

35:04 Best Performing Stocks Discussion

36:42 Portfolio Contest Review

40:30 Charity Donation Announcement

43:05 Economic Predictions and Tariffs

50:19 Portfolio Adjustments and Crypto Thoughts

55:28 Dividend Stocks and REITs

58:37 Retail Investors and Market Speculation

Companies mentioned: NVDA, SOFI, QS

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2025 Portfolio Contest

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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 Hathaway's Portfolio

04:48 Personal Investment Strategies

07:23 Temperament and Risk Tolerance

10:42 Portfolio Management Examples

19:52 Learning Through Experience

24:18 Learning from Mistakes

24:40 Starting with ETFs

25:47 Mindset and Risk

27:32 Diversification Strategies

33:47 Portfolio Management

42:56 Listener Engagement and Resources

Companies mentioned: MELI, ODFL, PYPL, ROKU, S, TREX, TSLA, WOLF

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To get 15% off any paid plan at fiscal.ai, visit https://fiscal.ai/unscripted

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2025 Portfolio Contest

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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-Term Information with Long-Term Goals

02:17 John's Suggestion and Our Approach

04:44 Identifying Long-Term Value Drivers

05:03 Secular Tailwinds and Industry Analysis

06:44 Challenges in Renewable Energy and EVs

11:18 Competitive Advantages in Investing

13:55 Economic Moats and Market Disruptions

23:23 Resilience to Economic Conditions

28:03 Healthcare Technology and Long-Term Trends

31:50 Discussing Intuitive Surgical's Long-Term Growth

36:06 Amazon's Strategic Spending and Long-Term Vision

39:00 Meta's Year of Efficiency and Market Recovery

40:03 Evaluating Enphase and CrowdStrike's Market Position

52:56 Investment Strategies and Portfolio Examples

Companies mentioned: AAPL, AMZN, BA, COST, CRWD, ENPH, FSLR, GOOG, ISRG, KO, MELI, MMM, ORLY, TSLA, NIO, S, SEDG, STEM

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2025 Portfolio Contest

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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 apply these lessons.

01:03 Introducing the Guest: Alex Morris

02:05 Discussing Alex's Book: Buffett and Munger Unscripted

06:07 Insights on Berkshire Hathaway and Investing

09:52 Buffett and Munger's Investment Philosophy

14:29 Personal Reflections on Investing

20:15 The Future of Berkshire Hathaway

23:21 The Challenge of Excess Cash

24:37 Buffett's Cash Philosophy

25:33 Future of Berkshire's Capital Allocation

36:23 The Influence of Buffett and Munger

Companies mentioned: AAPL, BRK.B, KO, MRKL

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2025 Portfolio Contest

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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 and individual picks, advocating for thoughtful, long-term investment strategies.

01:03 Discussing the Previous Episode: Finding an Edge

01:29 The Less Efficient Market Hypothesis

08:06 Efficient Market Theory Explained

13:05 Growth vs. Value Investing

19:47 The Influence of Social Media on Investing

27:08 Misfit Alpha and Investing Strategies

Link to Cliff Asness' report: https://www.aqr.com/Insights/Perspectives/The-Less-Efficient-Market-Hypothesis

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Check out Tyler's Misfit Alpha at https://www.misfitalpha.com/unscripted

Follow Tyler on BlueSky: https://bsky.app/profile/misfit-alpha.bsky.social

Join our Patreon

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

Email: investingunscripted@gmail.com

Twitter: @InvestingPod

Check out our YouTube channel for more content:

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

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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2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest