Episode 464:  Last episode we discussed comparative advantage as it relates to the success of countries and corporations but the same concept applies to INDIVIDUALS.  The problem that most people have is not knowing what their comparative advantage is.  Should you pursue your passion or force yourself to get out of your comfort zone?  I believe the best path to personal success is to use your God given talents and abilities to relieve other’s pain points.

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Episode 463: Ignore the contemporary arguments about free trade.  There is no free trade.  What there is, is government policies that attempt to distort market forces.  Tariffs are in the news, but deregulation will trump Trump’s tariffs.

In this episode we’ll discuss how market forces are defined by comparative advantage.   And I’d encourage you to think about comparative advantage in terms of how you can benefit from it in terms of your investment portfolio, career and personal development.

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Episode 462: The Media is breathlessly reporting terrifying news about tariffs, executive orders, DeepSeek and anything else that can be detrimental to the stock market.  But you know what?  The Dow Jones Industrial average is up over 5% year to date.  And better than that, performance is expanding beyond the dozen stocks that had been driving the rally.  So far, the equal weight Tech index is outperforming the NASDAQ by nearly 2x. 

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Episode 461: Some of the kneejerk reaction to DeepSeek has already subsided but I want to make the point that advances in disruptive technology is ALWAYS a good thing and shouldn’t come as a surprise.  If DeepSeek is as good as they say, then it will dramatically increase the adoption of AI and strain the electrical grid faster than anticipated.  Just as the adoption of affordable air conditioning drastically changed society, a lower cost version of AI will spur consumption.

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Episode 460: In this episode I discuss over 50 stocks that I own and believe will benefit from the convergence of the secular trend of technology merging with manufacturing.  We’re in a USA manufacturing renaissance.

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Episode 459: Inflation numbers keep coming in higher than “expected”.  The Fed will likely not cut rates as much as anticipated in 2025.  The Market hasn’t been happy about that.  Beyond inflation there are several issues which could impact the stock market early next year, expect a more business friendly environment with less antitrust actions and rolling back of the Chevron Doctrine.

Listen to my recent appearance on The Disciplined Investor Podcast: https://thedisciplinedinvestor.com/blog/2024/12/08/tdi-podcast-the-robots-are-coming-898/

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Episode 458:   Curb your enthusiasm about a Trump Trade because a LOT could go wrong.

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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 456:   I think that McDonalds HomeDepot & Costco are good companies but overpriced stocks.

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Episode 455:   After the November circus is over, the reality of long term trends will continue to drive the stock market…most likely higher.

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