Wealthsteading Podcast

Episode 516 

Watch the video at: https://www.youtube.com/live/jZXw0juKHks?si=aXQS6gA1I2Fdvkrs

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Episode 515 

Watch the video at: https://youtube.com/live/PnS9qE8Wtw0

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Episode 514 

00:00 Another panic selloff

00:46 Live YouTube Q&A session April 1, 4pm eastern

01:44 Realpolitik perspective on markets & life

03:11 Real Estate is just as unstable as the stock market

04:50 You’re not a serious investor…

04:43 Gloom & Doom always loses especially when correct

06:15 Three GENERATIONAL trends that favor the USA stock market

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Episode 513 

00:00 Introduction

01:04 Some of Mag7 on sale

01:54 Panic Trade

03:00 Why attack Iran now?

04:00 Oil going to $250/barrel?

05:01 Gold & Silver down but US$ up

06:52 Gold down 22%

07:06 Silver down 40%

7:40 Digitization Trade

9:15 Double digit earnings growth

11:42 Surprise Google look-a-like

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Episode 512 

00:00 Iran conflict from a cynically optimistic contrarian viewpoint

00:39 Spike in Oil is less severe than media narrative

 01:17 S&P 500 turbulent but only slightly off highs

01:46 Higher Oil prices are benefiting USA chemical companies

02:24 Long Term investing advantage- losses are limited, gains are infinite

02:55 Historical perspective- USA problems in 1968

04:57 Old threats like USSR don’t exist but good S&P 500 companies still do

06:10 Opportunities that emerged from Cold War era

06:54 Media profits from gloom & doom

07:11 Media negativity blinds you from seeing today’s opportunities

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Episode 511  

00:00 Introduction

00:52 Supreme Court ruling on tariffs

02:42 Tariffs will be imposed for National Security (Section 232) & Unfair trade (Section 301)

03:03 Tariff decision reinforces DEREGULATION and Chevron ruling

03:49 AI Apocalypse mutually exclusive arguments

05:10 AI circular investing & money burn

05:48 AI disrupting SAAS software companies

07:31 Kodak disruption was good for the economy

08:34 Skilled Labor won’t be replaced by automation

09:17 AI Apocalypse of EVERYTHING

10:25 AI flaw- it’s trained on marketing propaganda

11:34 AI can’t predict the future

12:52 PROSPERITY- technology reduces variable cost

14:32 AI will create more winners than losers

15:23 AI Apocalypse media narrative is foolishly CORRECT

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Episode 510  

00:00 Q4 Earnings & GDP

01:02 Silver down 30% from its recent high

02:12 2026 long term trends

02:52 Stocks starting out the year on a strong footing

04:41 Lam Research up over 150% past year

05:17 Ciena up 200% past year

05:27 Stupid ads on YouTube

07:25 SAAS software companies too beat up

07:50 Regional Banks are the early warning signal of the economy

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Episode 509 I don’t usually invest in commodities, I’d rather own the value add companies within the commodity supply chain.

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Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE.

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Episode 507 We’re in an Economic Cold War and industrial policy is one of the major trends that will impact which companies prosper and which companies fail.

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