In the October 2026 First Fridays live stream, Jason and Jeff explore the broader macro vibes surrounding corporate fraud and regulatory boundaries, contrasting today's headlines with the Wild West of 1920s Wall Street. The duo unpacks CareTrust REIT's massive $1.2 billion expansion into the UK, evaluating the enduring power of the "aging baby boomer" demographic tailwind. Later, they debate how quickly "agentic AI" will disrupt e-commerce habits for companies like Amazon and Airbnb, and dissect why Zoom's shrinking enterprise base makes the stock virtually uninvestable despite its free cash flow.
01:56 Wrigley Field Promo Clip
02:52 Chat Greetings and Baseball Talk
06:30 Market Vibes Everything Is Fraud
08:04 Incentives and Man City Case
12:39 Old Wall Street Fraud History
17:29 CareTrust REIT UK Expansion
18:13 Why CareTrust Has Won
23:31 UK Healthcare and Capital Allocation
24:27 Selling CTRE and REIT Rate Sensitivity
26:25 Rates Hit REIT Valuations
27:14 Realty Income vs Diversifying
29:30 Why O Acts Like Bonds
31:31 CareTrust Growth Angle
32:45 REITs vs Bonds and T Bills
34:06 Cost of Capital Explained
37:30 Dividend Growth Comparison
38:39 Agentic AI Shopping Threat
45:58 Ads Trust and New Models
49:31 Zoom Stock Long Term View
54:52 Portfolio Contest and UNICEF
Companies mentioned: ABNB, AMZN, BKNG, CTRE, O, RMD, TJX, ZM
Find where to listen & subscribe, portfolio contests, and contact information at https://investingunscripted.com
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