The Smattering Podcast
1) 189. The 3 Financial Docs You Need to Know
In this special "toolbox" episode, Jason and Jeff strip away the jargon to teach you how to actually read the three most important documents in investing: the Income Statement, the Balance Sheet, and ...Show More
2) 188. How to Use AI to Research Stocks (w/ Brian Feroldi)
Brian Feroldi, founder of Long-Term Mindset, joins us to explain how he uses AI tools like Gemini and NotebookLM to supercharge his stock research. We discuss the difference between a "price bubble" a...Show More
3) 187. What is Your Investing Echo Chamber?
We kick off 2026 by auditing our own 2025 portfolio performance, where Jeff confesses to trailing the market by 3% and Jason explains why his 401(k) only returned 9% (and why he is perfectly okay with...Show More
4) First Fridays 27. January 2026
In our first live stream of 2026, we do a deep dive into QuantumScape's latest partnerships and what the "solid-state" future looks like for EVs. We also break down the winners (and massive losers) of...Show More
5) 186. December 2025 Mailbag
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 reb...Show More
6) 185. The 2026 Portfolio Contest & 2025 Market Review
In this holiday special, Jason and Jeff wrap up 2025 by reviewing the year's biggest stories—from the AI boom to inflation and trade wars. They discuss whether the AI narrative is showing any cracks a...Show More
7) 184. Bill Brewster: From "Junk" to Quality
Bill Brewster, host of The Business Brew, joins us for a candid conversation about the mental toll of stock picking and his evolution from "cigar butt" value investing to quality compounders. We dive ...Show More
8) 183. Reckless Predictions 2026
It's time to grade our 2025 predictions (spoiler: we were mostly wrong) and make some reckless new calls for 2026. We debate whether Oracle or Alphabet will be the next mega-cap winner, if Tesla's ful...Show More
9) 182. Earnings Season Reset
Jason and Jeff discuss why the best time to analyze a company might be weeks after they report, and share their personal strategies for this quieter period. 03:00 Why You Should Wait a Month Before An...Show More
10) 181. November 2025 Mailbag
In this month’s mailbag, Jason and Jeff tackle the "Book Value" bear thesis for Lemonade and discuss when the company might finally reach profitability. They also address a listener's dilemma about wh...Show More