Did the SpaceX IPO live up to the hype? We’re breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit.

00:41 Show Intro And Agenda

04:20 Market Vibes Check In

05:35 Dividend Portfolio Surprise

10:09 Chat Soccer Detour

12:37 Extra Time Debate

18:34 SpaceX IPO Reactions

20:52 Valuation And Competition Risks

26:53 One Year Price Bet Setup

27:32 SpaceX Valuation Debate

28:04 Livestream Banter Fixes

30:04 Portfolio Contest Update

33:40 Lessons From Bad Picks

39:55 Trade Desk Reality Check

47:50 Intuit Versus Adobe

51:15 Oracle AI Risk Talk

54:33 QuantumScape Milestones

58:17 SpaceX IPO Trap Wrap

Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, TTD

Find where to listen & subscribe,  portfolio contests, and contact information at https://investingunscripted.com

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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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Join our Patreon

Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription!


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Investing Unscripted

Jason Hall and Jeff Santoro

First Fridays 31. June 2026

JUN 14, 202663 MIN
Investing Unscripted

First Fridays 31. June 2026

JUN 14, 202663 MIN

Description

Did the SpaceX IPO live up to the hype? We’re breaking down why Elon Musk's space venture might be a trap for retail investors, plus deep dives into The Trade Desk's struggles, QuantumScape's data center pivot, and the AI threat to Intuit. 00:41 Show Intro And Agenda 04:20 Market Vibes Check In 05:35 Dividend Portfolio Surprise 10:09 Chat Soccer Detour 12:37 Extra Time Debate 18:34 SpaceX IPO Reactions 20:52 Valuation And Competition Risks 26:53 One Year Price Bet Setup 27:32 SpaceX Valuation Debate 28:04 Livestream Banter Fixes 30:04 Portfolio Contest Update 33:40 Lessons From Bad Picks 39:55 Trade Desk Reality Check 47:50 Intuit Versus Adobe 51:15 Oracle AI Risk Talk 54:33 QuantumScape Milestones 58:17 SpaceX IPO Trap Wrap Companies mentioned: ADBE, GLW, GOOG, INTU, KNSL, LEN, MELI, META, MSFT, NOW, NVDA, ORCL, PYPL, QS, RKLB, TSLA, TSM, TTD Find 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/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 ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader. Use code Unscripted2026 for 30% off a one-year subscription! Learn more about your ad choices. Visit megaphone.fm/adchoices