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... a holistic lifestyle to build & preserve wealth
442 Episodes
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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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1Episode 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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Episode 506 Venezuela oil is all over the news, which stocks should you buy, sell or hold?
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Episode 505 The title says it all. Happy New Year!
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Episode 504 If you’re paying attention you’re witnessing Adam Smith’s “invisible hand” of the economy playing out in the AI secular growth trend.
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Episode 503 If you’re going to go to college, ensure you’re not wasting time or money. Here are four strategies that can help you achieve success.
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Episode 502 Because of Trump’s non-consecutive second term, he has the opportunity to shape the Federal Reserve like no other president in modern history.
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Episode 501 The most recent Media driven stock market selloff resulted in the S&P 500 dropping only about 5% and dominantly bounding off its 100 day moving average. Did you panic or did you buy the dip?
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Episode 500 Celebrating the 500th episode of the Wealthsteading Podcast, this is the original 10 Wealth Building Principles, first recorded on Independence Day 2014.
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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 498 The media narrative is extreme negativity about the state of the economy and yet the stock market and GDP continue to expand. Why? Productivity, Deregulation, and Industrial Policy are good for corporate profits.
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Episode 497 Fred jumps from investment to investment, always chasing the headlines but never building wealth.
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Episode 496 The S&P 500 is just 2% from a record high but over 63% of stocks are in a correction, down by more than 10%. If you’re looking for bargains, you don’t have to wait for the market to tank, the bargains already exist. Don’t try to perfectly time the market. Early this year when the market was at a top, I bought and it worked out just fine. I’m not saying to rush out and buy, I’m currently sitting on over 20% cash. But I’m also not afraid to add to my positions because I have a long term perspective and stay diversified.
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Episode 495 Last Friday’ panic didn’t last long. I’ve been hoping for a pullback to buy the dip; but even if that doesn’t happen, that just reiterates the strength of this market. Bottom line, leadership remains strong and it’s mostly focused on the ancillary AI trade. What I call the convergence of Industrials and Tech.
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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 493 Beware investing in zombie small cap stocks, 38% of the index is unprofitable.
If you’re interested in learning about the return of Nuclear Energy, please watch my recent appearance on the Survival Podcast: https://www.youtube.com/watch?v=QYqf98Fv5Ok
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I am really surprised you are a bull and have been over the last few months. imagine being a bull on Oct 5th, 1929. our economy is about to come head long into the reality that it is made up and disconnected from reality. there is no pent up demand. People are not going to go back to business as normal in 30 days or even 6 months. Expect major shifts from this into a much lower consumerism society. that means contraction. I would not want to ride this one down. I have agreed with you in the past, but you have been dead wrong the last few months, and soon we are going to contract simply based on coal oil and gas hubbert curve issues. The golden age is over. we will be okay, but this insane make believe stock market that is disconnected from the real world is about to be reconnected to the teansmission/clutch, and we are going to grind the crap out of our gearbox.
kind of awkward. Dividends are being pulled right now.
number motivater