Steady Wealth Podcast

Steady Wealth Podcast

By Serge BergerBusinessInvesting
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Steady Wealth Podcast episodes

  • Market Update into September/October

    www.thesteadytrader.com⁠


    ⁠www.steadywealthpodcast.com⁠

    In this episode of the Steady Wealth Podcast, our host Serge Berger takes us through his take of what may be in store for markets in September and October, and beyond. He is also making an important point about inflation and what that could mean for portfolios.

    22 min
  • Steady Wealth Podcast #93 - Luke Oliver

    www.steadywealthpodcast.com

    One of the larger investment opportunity ideas at the moment is around the capital flow into carbon (emissions). We think everyone should be aware of this...and there's an ETF for that: KRBN

    35 min
  • How Bit-Coin Fits Into A Portfolio

    "It's just not that easy to make money in the markets; it requires discipline."

    These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at ⁠⁠www.steadywealthpodcast.com⁠⁠, delves into the heart of this issue (and others)

    In the latest episode of The Steady Wealth Podcast, Serge Berger dives deep into the evolving landscape of cryptocurrencies with special guest Don Friedman from DACFP (Digital Asset Council of Financial Professionals). They dissect the recent approval of the Bitcoin ETF by the SEC, which has sparked a surge of interest among financial advisors and investors alike.

    The episode explores the ETF's impact on portfolio diversification and risk mitigation strategies, highlighting how even a small allocation to Bitcoin can enhance long-term investment outcomes.

    Amidst discussions on market correlations and investor sentiments, the podcast advocates for informed decision-making through education and strategic asset allocation.

    Founded by Ric Edelman (also founder of the nation’s largest RIA), the https://dacfp.com/ is the leading provider of crypto education. Its flagship program, the https://dacfp.com/certification/, is the first and largest certification program of its kind—an online self-study course featuring a world-class faculty and 18 Continuing Education credits.


    SPECIAL GUEST DON FRIEDMAN!

    --------------------

    X - @thedacfp
    X - @DigitalDonF

    31 min
  • Why only Gold is money... the rest is credit!

    "It's just not that easy to make money in the markets; it requires discipline."

    These words resonate with self-directed investors who often find themselves underperforming the indices. The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others) CHECKOUT OUR GUEST: Alasdair Macleod - ⁠https://alasdairmacleod.substack.com In the latest episode of The Steady Wealth Podcast, Serge Berger collaborates with James from Ineson's Capital to explore the concept that "only gold is money, the rest is credit." They welcome special guest Alasdair Macleod, Head of Research at GoldMoney Inc., to delve into the dynamics of the gold market. Macleod argues that gold isn't rising in value; rather, paper currencies are losing purchasing power. He discusses central bank activities, especially in China, and how geopolitical factors are influencing gold purchases. The conversation also touches on the broader implications for fiat currencies and global economic stability. For more details, listen to the full episode on ⁠The Steady Wealth Podcast.⁠

    49 min
  • A Bullish Take on Chinese Stocks and ETFs

    "It's just not that easy to make money in the markets; it requires discipline."

    These words resonate with self-directed investors who often find themselves underperforming the indices.

    The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)

    In the latest episode of The Steady Wealth Podcast, host Serge Berger dives deep into the Chinese equity markets with special guest Brendan Ahern, Chief Investment Officer at KraneShares. They explore the sustainability of the recent rally in Chinese stocks, driven by factors beyond mere chart analysis. Brendan highlights significant catalysts like under-allocation, government support, and institutional buying that could maintain the rally. They also discuss the evolving consumer landscape, policy support, and substantial corporate buybacks, painting a nuanced picture of China's investment potential. Tune in for a data-driven, insightful conversation on navigating Chinese equities.

    29 min
  • Market Rally Broadening Further!

    "It's just not that easy to make money in the markets; it requires discipline."

    These words resonate with self-directed investors who often find themselves underperforming the indices.

    The new Steady Wealth Podcast website, available at www.steadywealthpodcast.com, delves into the heart of this issue (and others)

    In this episode of the Steady Wealth Podcast, Serge Berger broadcasts from Newark International Airport, diving into the significant market rotation currently underway. Serge reflects on his conversation with Eric from Simplify Funds about the strategic advantages of ETFs in portfolio management. He emphasizes the shift away from tech-heavy investments and explores emerging opportunities in real assets, like gold and copper, and dividend-paying stocks such as ExxonMobil. Join Serge as he unpacks the potential implications of these trends for your investment strategy and provides actionable insights for navigating this evolving market landscape.

    17 min

About Steady Wealth Podcast

From the publisher's feed

Whether you’re a new or seasoned investor, the market can be a complicated place. Your host, Serge Berger, has 20+ years of experience in the market, and is currently the head trader and investment…