John Pugliano

2. Trend, Tactic & Strategy – Wealthsteading Podcast

Business EN ↓ 100 episodes

... a holistic lifestyle to build & preserve wealth

Author

John Pugliano

Category

Business

Podcast website

wealthsteading.com

Latest episode

Jun 2, 2026

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Episodes

Marry an ELECTRICIAN 250810 10.08.2025

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/ ————————&...

Lincoln Electric LECO isn’t a welding company it’s a 130 year old Tech ecosystem 250806 06.08.2025

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/ ——————————————————

Industrial Sector will be Mag 7 of next decade 250801 01.08.2025

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-re...

Peak Globalization: New Cold War 250730 30.07.2025

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/ ——————————————————

Protect & Grow your portfolio with Strategic Diversification 250722 22.07.2025

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

Is the stock market due for a SELLOFF? 250718 18.07.2025

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/ ——————————————&#8...

GENERAC stock for hurricane season and beyond 250711 11.07.2025

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-indu...

JABIL a top performing stock you’ve never heard of 250629 29.06.2025

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/ ——————————————————

WWIII & OPEC abundant Oil supply without IRAN 250626 26.06.2025

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/ ——————————————————

Shhh … CENSORED Economic Boom 250603 03.06.2025

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/ ————————————————&#82...

Best S&P 500 sectors will surprise you 250518 22.05.2025

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....

An optimistic economic view 250502 02.05.2025

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/ ——————————————————

Economic War … battle of the TARIFFS 250420 20.04.2025

Episode 468: Cold War II is an ECONOMIC WAR and we’re experiencing the initial skirmish, the battle of the tariffs. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Cheap Oil & Low Interest Rates trump Trump’s CHAOS 250305 05.03.2025

Episode 465:  The stock market has been driven lower because of extremely negative investor sentiment.  But I think the reality is a much stronger economy.  The trauma is self inflicted by President Trump.  But like a magician creating an illusion to distract the audience, Trump uses chaos to advance his agenda.  Sign up for free ALERTs & Market Commentary at:  ht...

Comparative Advantage Market Forces 250215 15.02.2025

Episode 463: Ignore the contemporary arguments about free trade.  There is no free trade.  What there is, is government policies that attempt to distort market forces.  Tariffs are in the news, but deregulation will trump Trump’s tariffs. In this episode we’ll discuss how market forces are defined by comparative advantage.   And I’d encourage you to think about comparative advantage in terms...

DeepSeek good for EVERYONE but ChatGPT 250128 28.01.2025

Episode 461: Some of the kneejerk reaction to DeepSeek has already subsided but I want to make the point that advances in disruptive technology is ALWAYS a good thing and shouldn’t come as a surprise.  If DeepSeek is as good as they say, then it will dramatically increase the adoption of AI and strain the electrical grid faster than anticipated.  Just as the adoption of affordable air conditioning...

Beyond AI … nuts & bolts of the economy 250126 27.01.2025

Episode 460: In this episode I discuss over 50 stocks that I own and believe will benefit from the convergence of the secular trend of technology merging with manufacturing.  We’re in a USA manufacturing renaissance. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————&#8212...

INFLATION untamed … good or bad for stocks? 241215 15.12.2024

Episode 459: Inflation numbers keep coming in higher than “expected”.  The Fed will likely not cut rates as much as anticipated in 2025.  The Market hasn’t been happy about that.  Beyond inflation there are several issues which could impact the stock market early next year, expect a more business friendly environment with less antitrust actions and rolling back of the Chevron Doctri...

TRUMP a lot can go WRONG 241128 28.11.2024

Episode 458:   Curb your enthusiasm about a Trump Trade because a LOT could go wrong. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

TRUMP love or hate him it’s a trend 241124 24.11.2024

Episode 457:   The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among the major Western powers.  Since the pandemic, the situation has only gotten worse. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ———————&#...

Good company … overpriced stock 241105 05.11.2024

Episode 456:   I think that McDonalds HomeDepot & Costco are good companies but overpriced stocks. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

TRENDS beyond the election 241021 21.10.2024

Episode 455:   After the November circus is over, the reality of long term trends will continue to drive the stock market…most likely higher. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Manufacturing Recession…2 years and counting 240908 08.09.2024

Episode 453:   The media just discovered we’re in a manufacturing recession.  Should you be worried?  Well, manufacturing has been contracting for two years, so it’s not a new problem.  It’s just a new media narrative. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ———————&#821...

What happened to the SELLOFF? 240820 20.08.2024

Episode 451:   Two weeks ago, the VIX volatility index spiked above 65; today everything is honky dory (: Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Degression & Rant- Stagflation or Super Cycle 240521 21.05.2024

Episode 447:   Just listen to this episode… Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe ——————————————————

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