Wealthsteading Podcast
26 episodes
Don’t be FOOLED: Correlation is Not Causation
AI Infrastructure Stocks & NOT
Another S&P 500 record high that Ray Dalio hates
Chinese Tech panic selloff & other unfounded fears
Warren Buffett evolving view on Tech & Google
Selling the Fear as Iran Escalates & Building Cash for My Next Move
SpaceX dud, Hormuz reignites, Railroads chug along
Podcast Anniversary: 12 years of Cynical Optimism
Stock Market: Glass Half Empty or Half Full?
2026 CHAOS: midyear BEST performing Sectors
SpaceX IPO: John’s not Buying… What about Joe?
intel inside the DEEP STATE
Sell in May & go away?
LIVE Q&A: How old is Joe?
Cashing in on Chaos – Cashing in on Earnings
Iran War: don’t bet against the USA economy
Stocks Performing Well During Iran Crisis
Episode 516 Watch the video at: https://www.youtube.com/live/jZXw0juKHks?si=aXQS6gA1I2Fdvkrs Sign up for free ALERTs & Market Commentary at:  ——————————————————
LIVE Q&A: April Fool’s Day edition
Episode 515 Watch the video at: https://youtube.com/live/PnS9qE8Wtw0 Sign up for free ALERTs & Market Commentary at:  ——————————————————
Overcoming FEAR: another panic selloff
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 […]
Global Panic: Mag7 on sale
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 […]
Iran War: contrarian cynically optimistic perspective
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 […]
AI Apocalypse media narrative is foolishly CORRECT
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 […]
2026 Great Rotation: AI Profits are Flooding into Regional Banks
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 […]
What’s going on with SILVER? 260130
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:  ——————————————————
Will Regional Banks OUTPERFORM in 2026? 260116
Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE. Sign up for free ALERTs & Market Commentary at:  ——————————————————
Boeing & Intel don’t fight INDUSTRIAL POLICY 260114
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/ ——————————————————