5. Terminology & Concepts – Wealthsteading Podcast

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 opportunities Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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/ ——————————————————

Episode 506 Venezuela oil is all over the news, which stocks should you buy, sell or hold? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 505 The title says it all. Happy New Year! Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 497 Fred jumps from investment to investment, always chasing the headlines but never building wealth. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 492 The title says it all. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 491 Introducing Joe Pugliano. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 490 A lightning round of reasons why the enthusiasm about Fed rate cuts may be misguided. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 489 There are 3 reasons not to like Apple short term and none of them have anything to do with Warren Buffett. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 488 Tariff inflation fears are back in the headlines; in a future episode I’ll discuss stagflation. Today I want to FOCUS your attentions on the “secret” that builds wealth: losses are limited & gains are infinite. What makes John Pugliano tick? Watch this very insightful interview with Nicole from the Living Free in Tennessee Podcast: https://www.youtube.com/live/TVrGAUxNDHA?si=9KgQ1aqF4bs5GrsX Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 487 Whether you’re looking for a spouse with excellent lifetime career earning potential or for a stock market growth opportunity that’s not limited to the narrow Mag7, consider the long term trend of electrification of the economy. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 486 How do you build a resilient business? Well, let’s talk about Lincoln Electric… Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 485 Investment gurus lose money just like everyone else. 13F filings are stale news. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 484 The era of Digitization is rapidly expanding into the nuts & bolts of the industrial world. Join me and Jack Spirko as we discuss retirement, wealth and lifestyle design.  This is a casual conversation between two old friends that know what they’re talking about, because they’ve escaped the matrix and live the life they’ve designed. https://www.thesurvivalpodcast.com/never-retire Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 483 The trade deals with the EU & Japan are further confirmation of the long term shift in USA national security strategy and the reshaping of global trade. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 482 Use strategic diversification to create your own personal ETF. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 481 The stock market is getting frothy with FOMO and the rise of low quality stocks. In recent weeks, it’s been a real dash for trash. I personally have some cash on hand to buy the dip. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 480 If tariffs are a tax, then how can they be inflationary? If taxes are inflationary, why doesn’t the Media criticize all taxes for being inflationary? And if the Smoot-Hawley Tariffs caused the DEPRESSION, then how was that inflationary if prices went down? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 479 Why do I buy a stock? Sounds like a simple question but I think most people get it wrong. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 478 Generac fits a unique niche in the specialty industrial machinery category and I think it’s posed for growth as it takes advantage of the long term trend in electrification of the economy. Listen to my recent conversation about Industrial Digitization with my friend Andrew Horowitz on the Disciplined Investor Podcast: https://thedisciplinedinvestor.com/blog/2025/07/06/tdi-podcast-industrial-digitization-928/ Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 477 Happy 11th anniversary of the Wealthsteading Podcast. The difference between being Rich and being Wealthy is like the difference between being Intelligent and being Wise. THINK ABOUT THAT. One of the key methods I’ve used to becoming wealthy is by asking myself two questions before I made a purchase: 1) Does this increase my happiness? 2) Does this increase my freedom? Don’t just THINK about that, put it into practice. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 476 Jabil Inc is a quintessential example of the key characteristic of the Industrial Tech Era. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 475 Why did OPEC+ “unexpectedly” increase curtailed oil production in April? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 474: I’ve harvested profits and pruned an extremely overweight position in Utility Stocks. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 473: More good economic news you’re not hearing about in the media- 25Q1 S&P 500 earnings likely 13%; Atlanta Fed forecasting 25Q2 GDP growth of 4.6%; all that and more. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 472: The USA Industrial Technology growth narrative is evident by the fact that year-to-date the S&P 500 top performing sectors are Utilities and Industrials. Also, don’t despair about the 20 Year Treasury Bond negative Media narrative … it’s so insignificant it was discontinued for nearly 40 years. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 471: Market review and a list of stocks from my portfolio that are exhibiting long term strength and resilience. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 470: Want to become more successful? Read Jack Spirko’s new book Laws of Life. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

Episode 469: You won’t hear this in the Media, but the USA economy is extremely strong and resilient. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————