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

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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

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The Smattering Six

2025 Portfolio Contest

2024 Portfolio Contest

2023 Portfolio Contest