66. August Mailbag

In our second summer mailbag episode, Jason and Jeff field questions from listeners, submitted on Twitter, email, and Commonstock. Topics include stocks we own, getting the most out of cash without falling in love with it, whether the stock market is expensive, or if expensive is the new normal, and how did two idiots like Jason and Jeff manage to get the expertise and skill to be paid to pontificate on investing? In the second part of the show, we follow up on a topic from last week's episode, "Earnings Season Mindset," and whether Jeff or Jason took any action after a number of very big stock selloffs. Companies mentioned: ABNB, ASML, BOC, CRWD, DDOG, DOCN, EPR, FTNT, KNSL, LOB, LMND, MELI, NVDA, RHP, TTD, UPST Check out our sponsor, Alex Morris at TSOH Investment Research: https://thescienceofhitting.com/ We would love feedback on the show. Share with us at: Email: [email protected] Twitter: @smatteringshow Check out our YouTube channel for more content: https://www.youtube.com/@TheSmatteringShow Find the 2023 Smattering Portfolio here: https://tinyurl.com/Smatterfolio2023 Learn more about your ad choices. Visit megaphone.fm/adchoices