 |
Investing UnscriptedAuthor: Jason Hall and Jeff Santoro
Welcome to Investing Unscripted, where we ask the hard questions about investing, the stock market, and personal finance. We don't have THE answers, we only have OUR answers. Language: en Contact email: Get it Feed URL: Get it iTunes ID: Get it |
Listen Now...
197. Investing Through Chaos
Wednesday, 18 March, 2026
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 Backdrop03:38 Housekeeping Mailbag Plug04:42 Staying the Course07:18 Markets Recover Before Clarity12:04 Stock Pick PHIN19:01 Renewables Reality Check20:54 Clearway Energy Buy24:50 Energy Security and Oil Flows26:36 Oil And Geopolitics27:29 Krugman On Price Spikes30:33 Toast Stock Breakdown35:44 ServiceNow AI Strategy37:35 Procore Construction Software42:17 Private Credit Risks47:38 Staying Invested In Chaos49:19 Process Over HeadlinesCompanies mentioned: BAM, BEP, BX, CPNG, CWEN, DASH, ENPH, FOUR, KKR, NOW, ORCL, OWL, PCOR, PHIN, PYPL, SHOP, SQ, TOSTFind 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/unscriptedListen 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 PatreonSubscribe to our portfolio on Savvy Trader
