216. July 2026 Mailbag

from Investing Unscripted · host Jason Hall and Jeff Santoro

In this July 2026 Mailbag, Jason and Jeff tackle listener questions on when logic should yield to emotion in debt payoff decisions, how to accurately benchmark dollar-cost-averaged portfolios, and which modern stocks fit David Gardner's "Rule Breaker" framework. Plus, they explore AI's real-world robotics data bottleneck and evaluate Southern California industrial REIT Rexford Industrial (REXR). 01:05 Ratings And Mailbag 02:17 Soccer Clip Goes Viral 05:34 Incentives And Ragebait 07:09 AI Disruption Debate 17:46 Rule Breakers Picks 22:53 Whose Picks Are Winning 23:27 Feelings Versus Logic 25:09 Regret Minimization Framework 28:17 HELOC Tradeoffs And Two-Way Doors 31:20 Money Talks With Partners 33:13 Build The Investor Muscle 35:08 Eyes Wide Open Decisions 36:15 Consider A Fiduciary Advisor 38:59 Benchmarking Weekly Deposits 44:34 How To Track Performance 46:30 Rexford Industrial Outlook Companies mentioned: AAPL, CRWD, DDOG, F, GM, GOOG, GOOGL, MELI, META, NVDA, PLD, QXO, REXR 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

Episode metadata supplied by the publisher feed · Published Jul 29, 2026

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216. July 2026 Mailbag

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This episode was published on July 29, 2026.

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