6. Trades – Wealthsteading Podcast

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 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

Watch the VIDEO

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Episode 527

00:00 Introduction

00:51 Notification of when I buy or sell a stock

01:28 Learn to identify stock trading patterns during a crisis

02:45 Stock Market rotation from Risk On to Risk Off

03:42 I sold non-core positions that are getting a bounce from Iran chaos

04:35 Raise cash and patiently wait in a Money Market Fund

05:57 Potential for an Amphibious Assault on Kharg Island

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Episode 499 While the S&P 500 is only down a few percent, 65% of its constituents are in a correction, down at least 10%.  Similarly, 44% are below their 200 day moving average. 

So if you’re looking for a dip, look no further, there are plenty of bargains.

Last week I took an overweight position in the Financial Sector buying KBE, KRE, KIE & Visa.

All that and more in this episode.

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Episode 494  This past week I sold Disney.  I think the company is plagued by bad management and is likely in trouble over the near term.  In this episode I discuss how to identify Blue Chip stock business cycles and how to profit by swing trading in and out of them.

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Episode 474:   I’ve harvested profits and pruned an extremely overweight position in Utility Stocks.

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Episode 457:   The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among the major Western powers.  Since the pandemic, the situation has only gotten worse.

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Episode 446:  Stubborn inflation & geopolitical instability are causing a stock market selloff.  That shouldn’t come as a surprise to Wealthsteading Podcast listeners.  So far, the decline is surprisingly mild.  In this episode I discuss my rationale for taking a concentrated position in the Utility sector.  LONG TERM Utility Stocks can offer a trifecta of benefits: Value-Growth-Defensive.

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Episode 390:  It’s an ominous sign whenever the Market consistently fails at a declining 200 day moving average.

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Episode 387:  A sell tripwire caused me to sell 30% of my portfolio. Here are two charts to explain why.

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