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First Fridays 29. April 2026

EPISODE · Apr 13, 2026 · 1H

First Fridays 29. April 2026

from Investing Unscripted · host Jason Hall and Jeff Santoro

In the April 2026 First Friday livestream, Jason and Jeff break down the current "market vibes," debating whether the market's resilience is masking a hair-trigger sensitivity to AI hype and PR spin. They announce the Q1 winner of the listener portfolio contest—congratulations to Discord member Vinny G!—and review the progress of their own 2026 picks. The duo dives deep into the executive turnover at The Trade Desk, the slow-moving turnaround at PayPal, and whether Kinsale Capital is simply a cyclical price taker or a highly efficient operator. Plus, Jason reveals his new Roth 401 (k) strategy, and Jeff vehemently defends his "lazy" personal finance choices.03:01 Market Vibes Resilience06:26 AI Hype And Volatility09:54 Cybersecurity Rumor Debate12:19 Cringey AI Promo Clip14:35 Portfolio Contest Rules16:31 Q1 Winner And Charity21:09 Patreon Standings And Long Game24:22 Portfolio Reflections And Trade Desk28:00 Board Sale Speculation30:49 Backing Jeff Green32:19 Position Sizing Rules32:45 Founder vs Operator Debate37:11 Kinsale Competition Pressure38:40 Kinsale Underwriting Edge42:23 Specialty Insurance Tailwinds45:30 PayPal Value Trap Risk52:15 Roth 401k Moves55:20 Roth Optionality Strategy57:46 Favorite Dividend PicksCompanies mentioned: BIP, BIPC, BORR, CTRE, EPR, GOOG, GOOGL, KNSL, MA, MELI, NOW, PLSDF, PLTR, PYPL, RBRK, RKLB, SECYF, TTDFind 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/unscriptedListen 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 PatreonSubscribe to our portfolio on Savvy Trader

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First Fridays 29. April 2026

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