Episodes
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Episode 532 00:00 Introduction 00:20 Correlation is Causation Illusion 03:15 Correlation is not Causation Story 09:15 Market Assessment Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
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 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
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 Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
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 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
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 Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
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 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
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 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Episode 525 00:00 Introduction 00:53 Winning Attitude 01:00 Cynical Optimism 01:45 Focus on what works 02:05 Insurmountable problems that no longer exist 02:26 Threat of nuclear war with USSR 03:56 Oil energy crisis that wasn’t 05:21 USA world’s largest Oil producer 05:55 Stop worrying Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Episode 524 00:00 Introduction 00:21 Market two steps forward one step back 01:33 Google glass half empty or half full 06:16 IPO pullbacks 07:25 Google In DOW Verizon Out 09:07 Honeywell Future 12:05 Fedex Freight Spinoff 14:00 Apple Price Hikes 16:07 Ciena 19:41 Oil Glut 22:51 Wealthsteading Anniversary Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Episode 523 00:00 Introduction 01:02 Gold and Silver not risk free 02:35 Bonds aren’t safe either 03:00 10 year Treasury dismal performance 04:23 Oil prices dropping 05:31 3 Best S&P 500 Sectors 08:00 Industrial Technology long term trend 09:00 I own Companies not Commodities 12:08 Technology, Materials, Industrials 13:37 You missed the bottom, not the opportunity Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
Episode 522 00:00 Introduction 01:00 Nature of IPOs 02:30 SpaceX Future opportunities 03:22 No good or bad stocks 03:50 Elon Musk skeptic 04:38 Tesla over promise 06:49 SpaceX package bundle 08:40 Earthly opportunities Berkshire Hathaway home builder segment 10:40 SpaceX alternatives GSAT 11:40 Space is hard VSAT 12:43 Tesla performance 14:51 Want to invest in space look at the supply chain 15:25 Will investors sell Tesla to move into SpaceX 18:05 Ignore Media negativity 19:04 S&P 500 28.6% profit growth 21:16 Company backlogs 22:55 Space competition on the horizon 25:00 Starlink as a business
Episode 521 00:00 Introduction 01:58 AI layoffs impact on commercial real estate 03:30 Logistic & Industrial real estate growth 05:05 Intel exponential performance of past 12 months 15:44 Boeing too big to fail … 2020 flashback 20:00 Next book: invest with the Illuminati 21:16 Nvidia upcoming earnings what for backorder issues 29:45 Alphabet is the best Deep State stock Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Episode 520 00:00 Introduction 00:34 Sell in May? 05:40 Cashing in on CHAOS chart 07:50 Profits with less People chart 14:58 Trump in China 18:40 New Fed Chairman Kevin Warsh 22:51 GameStop eBay acquisition 26:25 Trading Rules Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Episode 519 00:00 Introduction 04:52 Michael Saylor says he might have to sell Bitcoin 07:25 Market at record highs ... what do you do with new money? 09:25 It's a stock picker's market 14:13 $FLEX up 35% today 16:22 How old is Joe? 18.43 Not a typical Millennial Join us for a YouTube live Q&A Wednesday May 6, 3:00pm eastern: https://www.youtube.com/live/2ppgj1ZcDXw?si=FpfQCrVyFRZF32x4 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Episode 518 00:00 Introduction 00:31 Live YouTube Q&A 00:52 Cashing in on Chaos 02:12 Markets bounce before crisis resolution 03:48 Iran War April bounce 04:43 Cashing in on Earnings 05:25 1st Quarter record earnings 06:20 Broad market beats Mag7 earnings 10:54 SAAS stock contrarian opportunity Join us for a YouTube live Q&A Wednesday May 6, 3:00pm eastern: https://www.youtube.com/live/2ppgj1ZcDXw?si=FpfQCrVyFRZF32x4 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Episode 517 00:00 Introduction 01:31 S&P 500 Recovery 02:25 BRICS Nations stagflation 03:00 Iran chaos payback for Rare Earth Magnets? 03:15 S&P 500 Earnings are double digit 03:59 Remember DeepSeek? 04:25 Last Year’s AI selloff was a buying opportunity 05:35 SAAS selloff 06:19 Don’t bet against the USA economy Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Episode 516 Watch the video at: https://www.youtube.com/live/jZXw0juKHks?si=aXQS6gA1I2Fdvkrs Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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 oppo
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-
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 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Episode 509 I don’t usually invest in commodities, I’d rather own the value add companies within the commodity supply chain. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
