WEALTHSTEADING Podcast investing retirement money stock market & wealth

By John PuglianoBusiness News News Commentary Investing Business News

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WEALTHSTEADING Podcast investing retirement money stock market & wealth episodes

October 06 Stock Market: Party like it’s 2017-GARDEN PARTY
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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38 min
September 14 AI CEO gaslighting: flatten the curve & wear a mask
Episode 534
00:00 Introduction
00:13 AI Fearmongering
02:30 Regulatory capture Big AI wants to write the legislation
04:02 SaaS is Back
04:28 AI pandemic type fearmongering: flatten the curve & wear a mask
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6 min
September 08 HORMUZ chokepoint: Tech Stocks still outperform
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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31 min
August 21 Don’t be FOOLED: Correlation is Not Causation
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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10 min
August 17 AI Infrastructure Stocks & NOT
Episode 531
00:00 Introduction
02:15 $APH
03:49 $DELL
04:37 $CIEN
05:51 $COHR & $LITE
06:29 $GLW
07:13 $CSCO
08:00 $FLEX & $JBL
09:05 $NDSN
10:14 $RAL
11:08 $ROK & $HON
12:15 $ZBRA
13:23 $GSAT
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16 min
August 05 Another S&P 500 record high that Ray Dalio hates
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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22 min
July 28 Chinese Tech panic selloff & other unfounded fears
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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25 min
July 20 Warren Buffett evolving view on Tech & Google
Episode 528
00:00 Introduction
00:31 Has Warren Buffett changed his view on Technology Stocks
06:18 Warren Buffett philanthropy
08:47 Berkshire Hathaway large cash position
13:14 China’s Moonshot AI
16:41 Regional Bank update
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19 min
July 19 Selling the Fear as Iran Escalates & Building Cash for My Next Move
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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9 min
July 15 SpaceX dud, Hormuz reignites, Railroads chug along
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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7 min