In the final episode of 2025, Jason and Jeff empty the mailbag to answer listener questions about managing sudden wealth, tax strategies, and portfolio management. They debate the pros and cons of rebalancing versus letting your winners run (featuring a look at Jason’s highly concentrated Roth IRA) and discuss how to handle a financial windfall like an inheritance. The hosts also break down the risks of complex conglomerates like Brookfield, analyze whether MTY Food Group is a value play or a value trap, and give their unfiltered take on whether recent political news finally makes Cannabis stocks investable.
00:23 Listener Mailbag and Community Engagement
03:09 First Listener Question: Balancing Financial Results and Industry Knowledge
06:50 Using AI Tools for Investment Research
08:27 Real-World Examples and Industry Research
11:04 Brookfield Corporation: Legal Issues and Investment Risks
14:50 MTY Foods: Cash Flow and Investment Potential
22:28 Rebalancing Portfolios: Strategies and Considerations
26:10 Risk Management in Asset Allocation
26:54 Personal Investment Stories and Lessons
28:21 Strategies for 401k, Roth, and Brokerage Accounts
37:29 Handling Inheritance and Tax Implications
45:26 Investing in Cannabis Stocks
50:54 Conclusion and Viewer Engagement
Companies mentioned: AEO, AMZN, BN, CAVA, CMG, CRWD, CTRE, DRI, EAT, EPR, GOOGL, LOB, MCD, MELI, MO, MTY, NFLX, NUE, STLD, TAP, TSM, YUM
*****************************************
Join our Patreon
Subscribe to our portfolio on Savvy Trader
*****************************************
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
******************************************