4. Market review – Wealthsteading Podcast

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 &...

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...

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=FpfQCrV...

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 1 st 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/...

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.inv...

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 515  Watch the video at: https://youtube.com/live/PnS9qE8Wtw0 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 & Ma...

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...

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 &...

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 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/ ————————————&#8212...

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,...

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.inve...

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 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/ ——————————————&#8...

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....

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 466: The USA stock market is in a double bottom correction. In this episode, I’ll use a market review to point out contrarian contractions that make me cynically optimistic. To include: Atlanta Fed GDPNow 25Q1 absurdity; German & European four critical economic weaknesses and key levels to watch in the S&P 500 … all that and more. Sign up for free ALERTs & Market Commenta...

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...

Episode 462: The Media is breathlessly reporting terrifying news about tariffs, executive orders, DeepSeek and anything else that can be detrimental to the stock market.  But you know what?  The Dow Jones Industrial average is up over 5% year to date.  And better than that, performance is expanding beyond the dozen stocks that had been driving the rally.  So far, the equal weig...

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...

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/ ——————————————————

Episode 454:   The economy is driven by energy and right now the energy sector is THRIVING. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————