Jason Hall | Helping you invest better

Get more from Investing Unscripted on Patreon Answering the hard questions about investing.

If you haven't seen, We started up a Patreon with a small premium membership. $5 a month gets you access to our exclusive private Discord server, weekly podcast episodes with fewer ads, and at least one new Rough Cut episode every month!

Check it out at www.patreon.com/investingpod

Get more from Investing Unscripted on Patreon Answering the hard questions about investing.

If you haven't seen, We started up a Patreon with a small premium membership. $5 a month gets you access to our exclusive private Discord server, weekly podcast episodes with fewer ads, and at least one new Rough Cut episode every month!

Check it out at www.patreon.com/investingpod

If the raccoon was also logged into her online brokerage then yes.

The U.S. Postal Service is a SERVICE. It isn't SUPPOSED to be profitable. This is like saying the military posted a loss.

This is the framing used by people who want to destroy the USPS in favor of much more expensive for-profit contractors. Don't engage on their terms.

I have learned to just buy stuff I see and like at the meetings.

Pretty great right? One of my favorite things about the meeting is being able to buy unique stuff like this.

Glad to see our middle-aged podcasters (and @misfit-alpha.bsky.social) survived the run!

Great way to start our last day in Omaha! @misfit-alpha.bsky.social @marketmusician.bsky.social

So awesome meeting you Wayne!

Look at that investing love. ❤️

We love seeing listeners out in the wild!

Jeff and Jason with one of our favorite friends of the show! Great to meet you in person, Wayne! #berkshire2025 #BerkshireHathaway @cunningproject.bsky.social @marketmusician.bsky.social @investingpod.bsky.social

Check you DMs and give me a text.

We will be doing a livestream on our tour channel Saturday at 4pm et. Join us!

Berkshire Week!

@thesmattering.bsky.social and @marketmusician.bsky.social are in Omaha this week attending conferences and the Berkshire Hathaway Annual Meeting. If you’re in Omaha, reach out!

This morning they’re attending the Gabelli Value Investor Conference

Who’s going to Berkshire next week? I’ll be there with @marketmusician.bsky.social and @misfit-alpha.bsky.social. Reply or DM if you’ll be there too!

True

Ben is someone I have admired for years, and whose writing has deeply influenced me as an investor. It was pretty great to finally have a chance to have a conversation with him.

One interesting observation of bank earnings so far: I’m not seeing big increases in loan loss provisions, generally. A few have taken smaller provisions than a year ago.

It’s still very early, so tiny data set. Nonetheless, it’s interesting.

This is What We Trained For It doesn't matter what happens next if you're already planning for an uncertain future.

No matter your politics. No matter where you are in your investing journey. This is what we trained for. investingunscripted.beehiiv.com/p/this-is-wh...
@investingpod.bsky.social @marketmusician.bsky.social

This is What We Trained For It doesn't matter what happens next if you're already planning for an uncertain future.

No matter your politics. No matter where you are in your investing journey. This is what we trained for. investingunscripted.beehiiv.com/p/this-is-wh...
@investingpod.bsky.social @marketmusician.bsky.social

@etfguide.bsky.social Battle idea: Would like to see an ETF Infrastructure battle between, IFRA, PAVE & GRID

More About Trump’s Sham “Reciprocal” Tariffs Trump’s “Liberation Day” tariffs are an incredible self-inflicted wound. It’s just unclear whether the greatest harm will be to the country’s economy, its reputation and standing, or the rule of law.

Those bastions of the left are at it again www.cato.org/blog/more-ab...

Feels like this is a positive outcome

Reshoot for a red market day. Cheers @thesmattering.bsky.social @marketmusician.bsky.social

This is bonkers.

Markets have a deer in the headlights feel

3 parts Basil Haden
2 parts orange liqueur
1 part fresh lemon
Bar spoon cherry juice around the edge of the glass
Chambord floater
Twist orange peel
Cherry garnish

Whatcha drinking tonight?

I’m amazed at how youth sports addresses so many ills of modern life for kids:
-exercise
-hanging out with friends
-avoiding screens
-learning teamwork
-having low-stakes opportunities for failure and resilience

I think the first two months of Trump actions and stock market performance has made college grads and well-off consumers start to feel what middle and working-class consumers have been feeling since mid-2022.