WEALTHSTEADING Podcast investing retirement money stock market & wealth

Big LOSERS on Wall Street 230923

Sat, 23 Sep 2023 22:45:47 +0000

Episode 427: The Market has been down for two consecutive months…how bad will it get?

https://www.investablewealth.com/subscribe/

——————————————————

Lowering interest rates won’t solve the problem 230908

Sun, 10 Sep 2023 19:33:45 +0000

Episode 426: Interest rates and monetary policy can’t solve the global supply conundrum.

https://www.investablewealth.com/subscribe/

——————————————————

Anemic German Economy & Future Opportunity 230831

Thu, 31 Aug 2023 21:18:51 +0000

Episode 425: The slowdown in Germany is characteristic of the general global malaise. But…German industrial giants have survived multiple world wars, they’ll survive this current situation.

https://www.investablewealth.com/subscribe/

——————————————————

Fed Jackson Hole Summit- Structural Shifts in the Global Economy 230829

Tue, 29 Aug 2023 19:32:48 +0000

Episode 424: The major indexes have regained their 50dma but global trade is slowing as evident by the decline in exports from China, Germany & Japan. Short term markets are exuberant for peak interest rates but are ignoring the risk of structural shifts in the global economy.

https://www.investablewealth.com/subscribe/

——————————————————

Is the AI hype fading? 230814

Mon, 14 Aug 2023 21:00:03 +0000

Episode 423: If the handful of tech stocks that have been propping up the Market are starting to stall, then perhaps the S&P 500 is headed lower.

https://www.investablewealth.com/subscribe/

——————————————————

Why do good stocks go down with bad? 230803

Thu, 03 Aug 2023 21:07:41 +0000

Episode 422: The Fitch downgrade of US debt caused almost all asset classes, including precious metals to go down…why?

https://www.investablewealth.com/subscribe/

——————————————————

Listener Question & Headlines you need to pay attention to 230725

Tue, 25 Jul 2023 21:46:32 +0000

Episode 421: Listener question- why aren’t I investing in Small Cap stocks? Headlines- FOMC, 2^nd Qtr Earnings, Leading Economic Indicators, Grain Prices, Multiple Expansion, Chinese & Japanese stocks….all that and more.

https://www.investablewealth.com/subscribe/

——————————————————

Pitiful state of the Global Economy 230711

Tue, 11 Jul 2023 21:20:09 +0000

Episode 420: Economic forecasts, PMI surveys, as well as market indicators like Metal & Petroleum prices are all pointing to a very mediocre global economy.

https://www.investablewealth.com/subscribe/

——————————————————

Think of Money Market Funds as Dividend Paying Stocks 230709

Sun, 09 Jul 2023 19:29:35 +0000

Episode 419: Money Market Funds are paying yields at 15 year highs…that’s where most of my money is currently parked.

https://www.investablewealth.com/subscribe/

——————————————————

9th Anniversary Celebration 230704

Tue, 04 Jul 2023 19:13:53 +0000

Episode 418: Today we celebrate nine years of Wealthsteading… a daily disciplined methodical approach to taking stewardship of your assets.

https://www.investablewealth.com/subscribe/

——————————————————

LIVE PRESENTATION: where’s the recessions? 230628

Wed, 28 Jun 2023 21:22:28 +0000

Episode 417: The is the audio portion of a midyear economic presentation given on June 27 2023; the full video can be seen at: https://youtu.be/jm7LAbdbiHc Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Fed Rate Hike…pivot…pause…skip 230613

Tue, 13 Jun 2023 20:03:48 +0000

Episode 416: Regardless of what the Fed does with interest rates, the global economy is slowing, inflation is sticky, and zombie companies are starting to file bankruptcy. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

A lot of agony out there-Charlie Munger Berkshire Hathaway 230605

Mon, 05 Jun 2023 21:34:03 +0000

Episode 415: “A lot of real estate isn’t so good any more...We have a lot of troubled office buildings, a lot of troubled shopping centers, a lot of troubled other properties. There’s a lot of agony out there.” Charlie Munger, VC, Berkshire Hathaway Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Individual Investor ADVANTAGE 230516

Tue, 16 May 2023 20:29:11 +0000

Episode 414: The key advantage that individual investors have over large institutional investors is the ability to move to CASH in anticipation of a market decline. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ -----------------------------------------------

LISTENER QUESTION: why park money in a Money Market Fund vs CD or Treasury? 230511

Thu, 11 May 2023 20:34:59 +0000

Episode 413: I park my money temporarily in a Money Market Fund to preserve the principal and keep it 100% liquid. The interest rate is a secondary consideration. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ --------------------------------------------------

Where’s the RECESSION? Where’s the RALLY? 230510

Wed, 10 May 2023 20:41:13 +0000

Episode 412: The Market has been stagnant. I continue to believe there is more downside risk than short term upside potential. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Stock Market review & preparing for new leadership 230422

Sat, 22 Apr 2023 22:48:04 +0000

Episode 411: The Economy & Stock Market are at an inflection point…they could break up or down…my bias is to the downside. But either way, now is the time to prepare for the new company leadership that will eventually emerge. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Hedging against a downturn comes with a cost 230414

Fri, 14 Apr 2023 20:51:16 +0000

Episode 410: Hedging strategies like selling short, buying options contracts or inverse & leveraged ETFs can be costly and might result in a steep loss. Simply parking your money in a cash equivalent money market fund might be the least expense risk mitigation strategy. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Profits are headed LOWER 230412

Wed, 12 Apr 2023 20:35:56 +0000

Episode 409: The Market is seemingly complacent about declining corporate profits. Did I mention that I’m ~ 90% in cash? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

There’s no money in the banks…oh my! 230405

Wed, 05 Apr 2023 18:58:58 +0000

Episode 408: The fact that banks don’t have enough money to cover deposits isn’t a failure of the system, it’s a design element. Want to become rich? Stop thinking about wealth in terms of currency…production is the source of wealth. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Understanding the Business Cycle 230317

Fri, 17 Mar 2023 22:32:08 +0000

Episode 407: To reiterate…we’re not yet seeing a Black Swan event or a failure of the system. What’s happening in the economy is what should be anticipated during a Fed tightening cycle. What you’re witnessing isn’t a failure of the system, it’s the way the system is designed to work (by the Central Planners). We’re currently in the contraction phase of the Business Cycle. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Orchestrated recession…learn to play the game 230311

Sat, 11 Mar 2023 23:04:01 +0000

Episode 406: Panic is suddenly gripping the Stock Market with fears of bank failures. Do you think Warren Buffett is scared? Or do you think he’s plotting how to make a HUGE profit on this crisis? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Stock Market keeps FAILING at key resistance levels 230227

Tue, 28 Feb 2023 01:14:36 +0000

Episode 405: The S&P 500 is again struggling to breakout above 4,000, as it hangs between its 50dma and 200dma. Over the past year, the Market has failed to form a consistent “V” or “W” recovery, which is extremely unusual. My concern is that the Stock Market is treading on thin ice. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Millennials need to experience a DOTCOM bubble 230217

Fri, 17 Feb 2023 22:50:02 +0000

Episode 404: Seasonal effect, short squeeze, relief rally, dead cat bounce, suckers rally, catching a falling knife…all that and more in this episode. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Declining Profits & Soft Breakout above 200dma 230210

Fri, 10 Feb 2023 22:08:35 +0000

Episode 403: I’m concerned about two issues with the stock market. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Not enough workers are being fired 230206

Tue, 07 Feb 2023 00:31:13 +0000

Episode 402: There’s been a notable shift in Stock Market technical indicators since Friday’s “unexpectedly” high employment numbers. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Inflation is coming down BUT the VALUE of money is DANGEROUSLY high 230205

Sun, 05 Feb 2023 20:57:15 +0000

Episode 401: Money is the most expensive in 16 years and the 3rd highest in over a generation. Regardless of Fed monetary policy, if corporate profits continue to decline, then just as during the DotCom Bubble and the Housing Bubble, the Stock Market would be extremely likely to have a hefty decline. [-50% peak-to-trough] Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Parallel Savings into buckets & wells 230128

Sat, 28 Jan 2023 18:51:10 +0000

Episode 400: There’s no secret to building wealth, it’s a simple formula = earn+save+invest. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Housing Sector could be bright spot in 2023 230126

Fri, 27 Jan 2023 03:53:09 +0000

Episode 399: Single family residential real estate should fare much better than most people are expecting and not likely to see a 2008 style price collapse. Industrial real estate should continue to grow at a substantial pace as manufacturing continues to onshore. The negative areas of real estate will likely be brick & mortar retailers, office space and potentially short term vacation type rental properties (Airbnb). Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Controlled burn of the economy 230113

Fri, 13 Jan 2023 21:04:51 +0000

Episode 398: The Federal Reserve has been tightening monetary policy to burn off excesses in the economy and given the rebound of unprofitable MEME stocks, I think there’s ample underbrush to scorch. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

RECESSION- millionaires are pulling back spending 230101

Sun, 01 Jan 2023 19:24:44 +0000

Episode 397: HAPPY NEW YEAR ! The Media is abuzz about the pending recession and how millionaires are pulling back spending and not wasting money. Let me tell you about self-made millionaires…they never waste money. That’s how they became millionaires. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Performance improvement- keep a journal 221230

Fri, 30 Dec 2022 22:27:23 +0000

Episode 396: One of the best tips I have for improving your overall success rate is to keep a journal, and use the information for continual improvement. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

What do you want to do when you grow up? 221223

Fri, 23 Dec 2022 22:34:56 +0000

Episode 395: Want to improve your career satisfaction & compensation? Ask yourself these three questions. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Where to park cash reserves in a turbulent Stock Market 221220

Tue, 20 Dec 2022 22:16:13 +0000

Episode 394: For me and my money, I want liquidity, so I’m using cash equivalent money market funds, which are currently paying at or near 4%. If you don’t have access to a money market fund, other good alternatives are 401k/403b Stable Value Funds or the Thrift Savings Plan (TSP) G Fund. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Declining earnings…Unfavorable valuations 221211

Sun, 11 Dec 2022 23:41:28 +0000

Episode 393: Earnings estimates for 2023 are being revised down sharply and if the Fed’s terminal rate gets to 5%, then valuations are extremely unfordable. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

2022 Santa Claus rally- 3 key drivers 221204

Sun, 04 Dec 2022 19:42:00 +0000

Episode 392: The seasonal Santa Claus rally is in full effect, but I think two of the three drivers are head fakes. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Recession? Watch for a rise in the unemployment rate 221127

Sun, 27 Nov 2022 23:33:04 +0000

Episode 391: One of the best recession indicators is a rise in the unemployment rate. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

S&P 500 failed for third time at the 200dma 221121

Mon, 21 Nov 2022 21:50:25 +0000

Episode 390: It’s an ominous sign whenever the Market consistently fails at a declining 200 day moving average. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Stock Market failing at old resistance 221031

Mon, 31 Oct 2022 21:51:21 +0000

Episode 389: Of the several factors holding the Market back, I think the most critical is lack of sustainable stock leadership. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Economic Hangover 221008

Sat, 08 Oct 2022 18:33:47 +0000

Episode 388: The economy is hungover from the excesses of the pandemic. Hangovers are painful. They’re not fun. But they’re not fatal. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Tripwire triggered selling 221001

Sun, 02 Oct 2022 00:26:06 +0000

Episode 387: A sell tripwire caused me to sell 30% of my portfolio. Here are two charts to explain why. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Stock Market CRASH: Buy-Hold-Sell 220924

Sat, 24 Sep 2022 23:58:36 +0000

Episode 386: If you sell, make sure you have a strategy to get back in. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Midterm Election Stock Market Rally? 220906

Tue, 06 Sep 2022 18:15:14 +0000

Episode 385: If you were an incumbent politician, wouldn’t you want a strong economy and stock market when you’re running for reelection? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

The FED is warning about pain…but for who? 220902

Fri, 02 Sep 2022 23:18:23 +0000

Episode 384: The Federal Reserve is warning about how they’re prepared to cause pain by raising interest rates. The stock market has dropped based on those fears. But ultimately, who will suffer from higher interest rates? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Beware of the MEME stock rebound 220811

Thu, 11 Aug 2022 20:28:56 +0000

Episode 383: The S&P 500 is back in rally mode, retracing more than half of the distance from the Bear market peak-to-trough. I remain cautiously optimistic, but beware of the bounce in highly speculative stocks…eventually fundaments matter. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Apprenticeship to wealth 220804

Thu, 04 Aug 2022 20:02:07 +0000

Episode 382: Speaking of apprenticeship, check out my recent visit to the Homesteady homestead: https://youtu.be/Df5UB7h0Bxg Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Investing is like paddling a canoe 220725

Tue, 26 Jul 2022 01:27:32 +0000

Episode 381: The investor sentiment Fear & Greed cycle is comparable to a poorly paddled canoe. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Why stock market Fridays are important 220719

Tue, 19 Jul 2022 22:24:55 +0000

Episode 380: How the stock market performs at the end of each week is an important nuanced signal that can indicate investor sentiment. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

PMI Growth & 2nd Qtr Earnings 220711

Mon, 11 Jul 2022 22:28:50 +0000

Episode 379: Second quarter earnings will be forthcoming…pay attention to forward earnings estimates, but regardless of what CEOs say, know that June’s PMI indicates an expanding economy. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

8th Anniversary: Do you want to argue or make money? 220705

Wed, 06 Jul 2022 06:23:49 +0000

Episode 378: Happy 8th anniversary to the Wealthsteading Podcast. In this episode, I sum up the 10 Wealth Building Principles by asking the question: Do you want to argue or make money?Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/

Retracement & Resistance Levels 220629

Wed, 29 Jun 2022 15:27:30 +0000

Episode 377: Fear & Greed move the stock market on a daily basis. The cycle can be illustrated on a stock chart by observing retracement along levels of support and resistance. Currently the S&P 500 is hitting its first resistance level since the bottom on June 16. “Get Back Sellers” are exiting the Market. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Blood in the streets of the Magic Kingdom & everywhere else 220616

Thu, 16 Jun 2022 19:50:06 +0000

Episode 376: The Markets might have finally hit selloff capitulation. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Investor Attitudes that separate Winners from Losers 220609

Thu, 09 Jun 2022 19:56:26 +0000

Episode 375: There are three investor attitudes that separate the Winners from the Losers. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Conflation of fears drives extreme negative investor sentiment 220605

Sun, 05 Jun 2022 23:27:40 +0000

Episode 374: Investor sentiment is extremely negative. I believe the panic is unwarranted. Fears from the Ukraine situation are being conflated with issues from the Pandemic that have already been resolved or mitigated. Much of our problems are due to “policies”, and as we’ve recently seen with NATO, long established policies can be quickly reversed. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Stock Market Selloff…Rants, Digressions, Explanations & Portfolio Adjustments 220514

Sat, 14 May 2022 23:18:40 +0000

Episode 373: The Stock Market has been selling off for 6 weeks...here's what I'm doing. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Global Economic Choke Points 220506

Sat, 07 May 2022 00:16:21 +0000

Episode 372: There’s a global economic crisis but it might be a windfall for the USA. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

RECESSION? Road Trip Economic Indicator 220505

Thu, 05 May 2022 23:23:58 +0000

Episode 371: Consumers haven’t run out of money yet. Sign up for my free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------

NETFLIX crash reveals myth of first mover advantage

Wed, 20 Apr 2022 22:50:13 +0000

Episode 370: NETFLIX’s crash shows that: 1) stay-at-home stocks still have further to drop & 2) first-mover advantage doesn’t justify extreme valuations. ------------------------------------------------------

Products recession…Services BOOM !

Sat, 16 Apr 2022 20:24:03 +0000

Episode 369: Is there a pending recession? Yes, probably in the “products” side of the economy, but the “services” side of the economy has yet to fully bloom. Think in-person experiences, travel, leisure…regardless of interest rates, that sector is BOOMING! ------------------------------------------------------

Five cheap old stodgy stocks

Tue, 12 Apr 2022 23:05:17 +0000

Episode 368: Value is a better word than cheap, but it isn’t as good of an attention getter. Here are five large cap stocks that I own and I believe they are valuable because they have a favorable price to future growth ratio: GE, GS, IBM, MU & SCHW. ------------------------------------------------------

Four Specialty Stocks that no one’s heard of

Tue, 12 Apr 2022 01:23:25 +0000

Episode 367: The markets remain volatile but there are still plenty of stocks that I like, including these four stocks that I’ve owned for over a year: FLS, ITGR, MHH & VPG. ------------------------------------------------------

S&P 500 at support while volatility spikes

Fri, 08 Apr 2022 21:13:06 +0000

Episode 366: The S&P 500 is sitting on very strong support at the convergence of its 100dma & 200dma but this week volatility spiked back up…should you be concerned? ------------------------------------------------------

Suddenly…everyone loves TWITTER

Tue, 05 Apr 2022 22:18:33 +0000

Episode 365: Two thoughts on how to invest without reacting to every kneejerk headline or avoiding what you personally don’t like. ------------------------------------------------------

PARODY: How to invest $1000 to make Quick & Easy money

Fri, 01 Apr 2022 23:23:01 +0000

Episode 364: PARODY- Happy April Fools’ Day ------------------------------------------------------

Inverted Yield Curve predicted 9 of last 2 Recessions

Fri, 01 Apr 2022 01:23:26 +0000

Episode 363: Recessions generally follow an inverted yield curve, but not every inverted yield curve proceeds a recession. ------------------------------------------------------

Why bond funds are losing money

Mon, 28 Mar 2022 20:06:54 +0000

Episode 362: Contrary to the Wall Street myth, bonds and specifically bond funds are not “safe”. There are a number of risk factors, and today’s dominant risk is a rising interest rate environment. ------------------------------------------------------

Oil prices causing demand destruction muted by wealth effect

Wed, 23 Mar 2022 21:13:10 +0000

Episode 361: Consumer demand destruction is likely to be muted because households have significant amounts of wealth in their home and stock portfolio. ------------------------------------------------------

PARODY: The good times are over for good

Tue, 22 Mar 2022 21:34:14 +0000

Episode 360: PARODY- Today on my birthday, join me in a sarcastic cynical reflection of the good old days of an America that’s gone forever. ------------------------------------------------------

What’s the Petrodollar? A myth

Sun, 20 Mar 2022 00:11:48 +0000

Episode 359: The petrodollar scare tactic is circulating again. Hide your wife…hide your kids ! ------------------------------------------------------

What’s really causing inflation?

Sat, 19 Mar 2022 00:02:13 +0000

Episode 358: Inflation isn’t synonymous with Higher Prices. If the FED isn’t fully responsible for higher prices, they also can’t be the sole source of the solution. ------------------------------------------------------

The time to buy Oil stocks was 2 years ago

Mon, 14 Mar 2022 23:22:21 +0000

Episode 357: I wouldn’t recommend rushing out and chasing the headlines…I’m preparing to buy what everyone else doesn’t like. ------------------------------------------------------

Absolutely nothing about Ukraine or Russia

Fri, 04 Mar 2022 04:54:43 +0000

Episode 356: Ignore the crisis du jour, and fortify your portfolio with quality, diversification, and especially US equities. ------------------------------------------------------

My stock just crashed…what do I do now?

Fri, 18 Feb 2022 01:00:13 +0000

Episode 355: How should you handle an individual stock collapse? In this episode I’ll discuss how I’m dealing with a 80% loss in SelectQuote. ------------------------------------------------------

Tech Stock RALLY or dead cat bounce?

Mon, 07 Feb 2022 19:57:11 +0000

Episode 354: The Media narrative about Tech Stocks is flawed…there hasn’t been a major selloff nor is there currently a relief rally occurring. The QQQ has only been up about 8% over the past 12 months; while the Energy Sector has been up over 60%. The clear winning sector over the long and short term has been ENERGY. ------------------------------------------------------

Listener Questions

Wed, 02 Feb 2022 01:22:41 +0000

Episode 353: Listener questions- Chinese Stocks, Tech Stocks, 2022 Outlook, Portfolio Management, Swing Trading and more. ------------------------------------------------------

Goldman Sachs poster stock for VALUE

Tue, 18 Jan 2022 21:25:00 +0000

Episode 352: Goldman Sachs stock price took a big dive today, as did the entire stock market. But GS, like other high quality companies are extremely profitable with very reasonable valuations. In my opinion the current volatility in the stock market is not a time to panic but a time to buy quality stocks. ------------------------------------------------------

2022 Volatile & Profitable

Mon, 17 Jan 2022 19:57:57 +0000

Episode 351: The way that 2022 is beginning is likely the way it will end…volatile & profitable. In this episode I discuss why I believe that stock valuations can support further growth in the economy and the stock market. ------------------------------------------------------

Beware daily balance watching

Wed, 29 Dec 2021 20:34:34 +0000

Episode 350: One of the worst investing mistakes you can make is obsessing over your daily portfolio balance. Wealth building is a marathon, not a sprint. Focusing on day-to-day market variations will likely cause you to make poor decisions based on emotions, rather than logical long term fundamentals. TIME SENSITIVE ANNOUNCEMENT: Today at 5pm eastern, I’ll be prognosticating about 2022 on a live stream episode of UnLoose the Goose. You can tune in live to ask questions or watch the replay at: https://youtu.be/mxsDz-T2qLs Best returns ! ------------------------------------------------------

How Morse Code made me rich

Tue, 21 Dec 2021 23:27:02 +0000

Episode 349: Don’t underestimate the value of a hobby. ------------------------------------------------------

Value Stocks I purchased during this dip

Sat, 18 Dec 2021 22:06:08 +0000

Episode 348: Here’s the video were I describe how the Small Cap index has been trading in a defined range all year long: https://www.youtube.com/watch?v=zqKjPEJgeDU And here’s the link to the 62 stocks that I recently reinvested in: https://www.investablewealth.com/reinvesting-in-these-stocks/ ------------------------------------------------------

Apology and Seasonal Message

Sun, 05 Dec 2021 21:32:42 +0000

Episode 347: A portion of this episode is an audio replay from a video recorded on 3/21/2020: https://youtu.be/CVR5l-topvs ------------------------------------------------------

Black Friday SELLOFF…FED will never raise interest rates

Sun, 28 Nov 2021 21:49:31 +0000

Episode 346: I’m not at all concerned about the stock market selloff that happened on Black Friday. In fact, the rally will likely continue even longer, because now the FED will be more hesitant to raise interest rates. In this episode I discuss the two primary drivers of COVID inflation…and neither have anything to do with FED monetary policy. This temporary, transient inflation is being caused by: lack of ImmigrationInheritance…the greatest generational transfer of wealth in history. ------------------------------------------------------

Peloton vs SelectQuote…buy the dip?

Wed, 17 Nov 2021 21:42:23 +0000

Episode 345: Both Peloton and SelectQuote are down by nearly 70%. Is this a good entry point to buy the dip or should you avoid trying to catch a falling knife? ------------------------------------------------------

GDP down…Stocks up

Wed, 03 Nov 2021 21:06:21 +0000

Episode 344: Stocks are at record highs at the same time that 3rd Qtr GDP was way below estimates. Join me today as I discuss free market economics along with a stock market review. ------------------------------------------------------

$2 Million Retirement Portfolio

Sun, 24 Oct 2021 00:22:58 +0000

Episode 343: Retirement is like taking a vacation, you should pack half the clothes and twice the money you’ll think you’ll need. ------------------------------------------------------

VERIZON bottom fishing for dividends

Sat, 16 Oct 2021 22:55:49 +0000

Episode 342: Everyone hates Verizon (VZ)...now might be a good time to buy it. ------------------------------------------------------

Assets beat INFLATION

Fri, 15 Oct 2021 00:19:08 +0000

Episode 341: If you own appreciating assets then you’re not only keeping up with inflation, you’re profiting from inflation. ------------------------------------------------------

Stock Market is in ROTATION not CORRECTION

Sun, 10 Oct 2021 02:10:48 +0000

Episode 340: There wasn’t a stock market correction in September and I think it’s highly unlikely there will be one in October. In this episode I’ll highlight names of companies that I own that have done well during this period of “seasonal volatility”. ------------------------------------------------------

Positive Harbinger: Hotel Stocks are OUTPERFORMING

Wed, 22 Sep 2021 00:55:00 +0000

Episode 339: My mantra hasn’t changed…buy the dip. In this episode I’ll discuss positive harbingers for the stock market, including how hotel stocks like Hilton and Marriott are outperforming the general stock market. ------------------------------------------------------

Inevitable Sep/Oct Stock Market Crash?

Tue, 14 Sep 2021 21:07:56 +0000

Episode 338: The media narrative this month is that a September or October stock market correction is inevitable. Maybe…maybe not. ------------------------------------------------------

FED Tapering is just talk

Wed, 25 Aug 2021 02:56:29 +0000

Episode 337: The title says it all. When the Federal Reserve starts to taper their monthly bond purchases, it doesn't mean they'll actually start to retire debt and reduce their balance sheet. ------------------------------------------------------

Buy Signal: RUSSELL2000 bounces off 200 day moving average

Sat, 21 Aug 2021 21:23:25 +0000

Episode 336: Small Caps & ReOpening Trade stocks have been underperforming…but I remain optimistic and continue to “buy the dip”. The two factors that are driving the most fear right now are mutually exclusive- 1) ReOpening slowdown due to COVID Delta Variant & 2) Federal Reserve tightening the money supply by tapering next month. Logic dictates that these two events can’t happen simultaneously, because if the economy is slowing, then the FED won’t taper. ------------------------------------------------------

5 ReOpening stocks at a buy point

Tue, 10 Aug 2021 21:31:52 +0000

Episode 335: These 5 stocks have been part of my COVID90 ReOpening trade since Oct 2020, they’ve done extremely well, but because of concerns over the Delta Variant they’ve recently pulled back. Based on their chart patterns, I think they’re at good entry level buy points. LYFT; EVENTBRITE; TRIPADVISOR; TRIVAGO & MAGNITE. Pay attention to the RATIONALE of why I own these stocks and how I focused on DIGITIZATION rather than traditional capital intensive travel companies like Airlines & Cruise Ships. ------------------------------------------------------

S&P500 at record high with limited upside…but underlying opportunity still thrives

Sat, 07 Aug 2021 20:15:29 +0000

Episode 334: Since August 2020 the S&P 500 has climbed a COVID wall of worry consistently putting in new record highs. I expect that to continue, with temporary bouts of turbulence, along with limited upside potential as we close out 2021. However, I think vast amounts of opportunity still exist in the more value oriented, cyclical and ReOpening favored stocks that have taken a dip on fears of COVID Variants. In this episode I’ll also discuss the difference between investing and speculation. ------------------------------------------------------

I still like Oil Stocks

Wed, 28 Jul 2021 18:32:07 +0000

Episode 333: I think Oil stocks have farther to run as the threat of COVID Variants subsides. In this episode I mention my Oil positions. ------------------------------------------------------

Wells Fargo ending Personal Line of Credit Loans…SO WHAT???

Sun, 18 Jul 2021 18:37:35 +0000

Episode 332: Don’t fall for the hysteria that Wells Fargo’s recent action to end personal lines of credit loans is the “tip of the iceberg” and that the US banking system is about to collapse. It’s all nonsense designed to fool the gullible. ------------------------------------------------------

How to deal with Envious Karens

Sat, 17 Jul 2021 23:00:21 +0000

Episode 331: Throughout your life, you’re going to deal with people that try to stop or inhibit your progression. Whether it’s advancement in your career, your wealth journey, or simply in your efforts to improve yourself. I call these people “Envious Karens”; those type people that just can’t mind their own business. In this episode I give you a recent real life example of someone successfully overcoming KAREN imposed roadblocks. His name is Matthew Sercely, he’s a tax advisor and you can find him at: https://www.agoristtaxadvice.com/ ------------------------------------------------------

DIVERSIFICATION: COVID90 Portfolio isn’t COVID10 for a reason

Tue, 13 Jul 2021 19:37:04 +0000

Episode 330: I believe the best way to build & preserve your wealth is through Diversification and Active Portfolio Management. ------------------------------------------------------

Covid Variant Boogeyman: buy the dip opportunity

Wed, 07 Jul 2021 18:40:31 +0000

Episode 329: The latest Media driven fear factor is that variants of Covid will squelch the economic recovery. I think the anxiety will be short lived, just like last month’s propaganda about hyperinflation. NOTE to the Inflation Distraught: 10 Year Treasuries have dropped down to 1.3%, hardly an indicator of rampant inflation. ------------------------------------------------------

Net Worth = FREEDOM

Mon, 05 Jul 2021 22:33:36 +0000

Episode 328: Happy Independent Day as we celebrate the 7th anniversary of the Wealthsteading Podcast. In this episode I’ll touch on the most important Wealth Building Principles ( https://www.wealthsteading.com/category/wealth-building-principle/ ) and I’ll focus on the importance of NET WORTH and how that relates to the 1st Wealth Building Principle ( https://www.wealthsteading.com/1 ): Wealth is FREEDOM. ------------------------------------------------------