In this month’s livestream, Jason and Jeff discuss the Q2 portfolio contest winner, the recent performance of SoFi and QuantumScape, and share their economic predictions amidst ongoing tariff talks.
00:32 First Friday Live Stream Tradition
01:16 Engaging with the Audience
01:27 Investing Unscripted 2025 Portfolio Contest
02:44 Discussing Rocketing Stocks: SoFi and QuantumScape
04:13 SoFi: A Deep Dive
16:22 QuantumScape: The Future of Solid-State Batteries
30:41 Balancing Index Funds and Individual Stocks
33:22 Retirement Stock Strategies
34:02 Conviction in Individual Stocks
35:04 Best Performing Stocks Discussion
36:42 Portfolio Contest Review
40:30 Charity Donation Announcement
43:05 Economic Predictions and Tariffs
50:19 Portfolio Adjustments and Crypto Thoughts
55:28 Dividend Stocks and REITs
58:37 Retail Investors and Market Speculation
Companies mentioned: NVDA, SOFI, QS
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