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 and debate which sectors might dominate in 2026, with Jason making a case for homebuilders and Jeff eyeing the energy sector. The hosts also reveal the simplified rules for the 2026 Investing Unscripted Portfolio Contest, inviting listeners to submit their "buy and hold" picks for charity. Finally, they share their "YOLO" picks and confess what they got wrong in 2025. 01:25 Upcoming Contest Announcement 02:00 2025 Year in Review 05:47 AI Dominance and Market Trends 13:08 Stock Picks for 2026 18:19 Sector Predictions for 2026 23:25 AI and Renewable Energy: The China Factor 24:53 Reflecting on 2025: Biggest Misjudgments 27:39 Lemonade's Unexpected Success 30:48 Top Performing Stocks of 2025: Predictions for 2026 34:47 Robinhood's Race Against Time 37:30 2026 Stock Contest: Rules and Guidelines 44:29 Wrapping Up: Final Thoughts and Holiday Wishes Companies mentioned: GOOGL, ENPH, LMND, MU, NEM, NVDA, PLTR, HOOD, STX, SNPS, WBD, WDC ***************************************** Join our Patreon Subscribe to our portfolio on Savvy Trader  ***************************************** Email: investingunscripted@gmail.com Twitter: @InvestingPod Check out our YouTube channel for more content:  ****************************************** 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 ****************************************** The Smattering Six 2025 Portfolio Contest 2024 Portfolio Contest 2023 Portfolio Contest