4. Market review – Wealthsteading Podcast

Episode 537

00:00 Introduction

02:03 Part 1 of AI-bubble series, driven by listener questions

04:58 Google is not having a Kodak moment

05:59 Kodak’s Kodak Moment

09:11 Swatch cannibalized and thrived

11:59 Intel invested in buybacks rather than fabs of the future

16:08 Google’s spending is existential, cannibalizing search to build AI

19:30 Google is winning: Cloud up ~100% yoy

21:38 I probably own less Google than you- beware S&P 500 concentration

25:23 DIP: Digitization Infrastructure and Parts

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Episode 535

00:00 Introduction

02:09 2017 comparison to today’s market

04:03 Planting a Garden Portfolio

06:32 Netflix Potential

07:23 Canadian Pacific Kansas City

08:08 Utility Stocks

09:04 Nucor

09:59 Texas Instrument & Intuitive Surgical

10:59 Growth Adjusted Value Stocks

14:56 AAII investor sentiment survey

20:21 Investor Sentiment is bearish but Cash Reserves are low

22:30 Deregulation

24:26 Broadening Market Equal Weight

26:47 2018 downturn

27:56 Data Center Hate

28:46 Government Debt versus Government Assets

30:20 Interest rates and diesel aren’t the only record highs

31:19 Reindustrializing USA

32:28 Nuclear deregulation

33:59 Natural Gas bridge to Nuclear energy

34:58 Midterms are meaningless to long term stock market performance

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Episode 533

POST PUBLICATION CORRECTION: A sorting error in our source spreadsheet jumbled several data columns (John’s fault), so the numbers Joe states are inaccurate. While our overall analysis and takeaways remain completely spot-on, please disregard the individual figures mentioned.

00:00 Introduction

00:36 Tom Selleck shirt

01:39 Correlation is not Causation Follow up

05:00 News Headline Fears

06:30 S&P 500

08:43 NASDAQ

11:06 Technology Stocks

19:26 Copper Mines

20:10 Railroads

22:09 Heavy Equipment

24:28 Aerospace

25:27 SAAS

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Episode 532

00:00 Introduction

00:20 Correlation is Causation Illusion

03:15 Correlation is not Causation Story

09:15 Market Assessment

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Episode 530

00:00 Introduction

00:19 S&P 500 is at record high

01:18 Inflation and Fed rate hike

06:20 Stagflation not a problem for USA

06:50 Disruption of Strait of Hormuz

08:28 AI Bubble and Circular investing

13:57 Extreme daily stock price volatility

17:36 Sold Anheuser Busch InBev $BUD

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Episode 529

00:00 Introduction

00:48 Chinese Technology Threat

04:47 Lower Tech cost means more use cases: Technology lowers incremental cost

07:00 Technology is becoming a Utility

11:20 Is this a Tech Bear Market?

17:57 DotCom Bubble 2.0?

21:14 Nvidia has better valuation than Costco & Walmart and most of &P 500

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Episode 526

00:00 Introduction

00:40 SpaceX dud IPO

02:01 Hormuz reignites

03:31 Railroad stocks outperform

05:31 Ignore the media noise

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Episode 523

00:00 Introduction

01:02 Gold and Silver not risk free

02:35 Bonds aren’t safe either

03:00 10 year Treasury dismal performance

04:23 Oil prices dropping

05:31 3 Best S&P 500 Sectors

08:00 Industrial Technology long term trend

09:00 I own Companies not Commodities

12:08 Technology, Materials, Industrials

13:37 You missed the bottom, not the opportunity

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Episode 522

00:00 Introduction

01:00 Nature of IPOs

02:30 SpaceX Future opportunities

03:22 No good or bad stocks

03:50 Elon Musk skeptic

04:38 Tesla over promise

06:49 SpaceX package bundle

08:40 Earthly opportunities Berkshire Hathaway home builder segment

10:40 SpaceX alternatives GSAT

11:40 Space is hard VSAT

12:43 Tesla performance

14:51 Want to invest in space look at the supply chain

15:25 Will investors sell Tesla to move into SpaceX

18:05 Ignore Media negativity

19:04 S&P 500 28.6% profit growth

21:16 Company backlogs

22:55 Space competition on the horizon

25:00 Starlink as a business expense?

26:50 Final thoughts- these profits are REAL

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Episode 519

00:00 Introduction

04:52 Michael Saylor says he might have to sell Bitcoin

07:25 Market at record highs … what do you do with new money?

09:25 It’s a stock picker’s market

14:13 $FLEX up 35% today

16:22 How old is Joe?

18.43 Not a typical Millennial

Join us for a YouTube live Q&A Wednesday May 6, 3:00pm eastern:  https://www.youtube.com/live/2ppgj1ZcDXw?si=FpfQCrVyFRZF32x4

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