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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

Episode 452:   US economy continues to grow…are you? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

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/ ------------------------------------------------------

Episode 450:   What started out as a quick commentary on current market conditions ended up digressing into rants and gems of wealth knowledge.  This is evergreen content, listen to it more than once. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 449:   Celebrating a decade of the Wealthsteading Podcast- earnSAVEinvest - that’s a cryptic message that BROKE people don't understand! Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe ------------------------------------------------------

Episode 448:   The Fed has cut their balance sheet reduction by more than 50% while keeping mortgage rates high. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

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

Episode 446:  Stubborn inflation & geopolitical instability are causing a stock market selloff.  That shouldn’t come as a surprise to Wealthsteading Podcast listeners.  So far, the decline is surprisingly mild.  In this episode I discuss my rationale for taking a concentrated position in the Utility sector.  LONG TERM Utility Stocks can offer a trifecta of benefits: Value-Growth-Defensive. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe ------------------------------------------------------

Episode 445:  The Fed likely won’t start cutting interest rates until June or July, that means we still have several months to enjoy 5% risk free rates.  So now it’s time to start thinking about moving back up the risk scale. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 444:  On a daily basis, markets are driven primarily by fear & greed.  Ignore the economic gaslighting and focus on sound fundamentals. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 443:  Why are investors and Wall Street ignoring the clear and present danger of geopolitical instability and escalation of war? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 442:  Once again foreign, Emerging Markets and Chinese stocks are being touted as the next best investing opportunity.  Maybe…maybe not. https://thedisciplinedinvestor.com/blog/2024/01/21/tdi-podcast-ai-ai-o-852/ Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 441:  Small Cap stocks are the canary-in-the-coalmine early warning system of the stock market and right now they’re underperforming.  As an alternative to the IWM consider SPSM which screens for profitability.  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 440:  Happy New Year !!!  Here’s some thoughts on closing out 2023 and ringing in 2024. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 439:  2024 Investing Themes- review & commentary Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 438:  Fed isn’t planning to hit 2% inflation target until end of 2026.  Fed rate cuts in 2024 would keep the yield curve inverted. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 437:  Layoffs at smaller companies appear to be on the rise.  That’s good and bad news. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 436:  High Yield is a marketing euphemism for JUNK.  I don’t often buy bond or bond funds, but when I do, I only purchase INVESTMENT GRADE. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 435:  The Santa Claus rally is a seasonal phenomenon mostly driven by tax policy.  Like New Year’s resolutions, it usually quickly fades…leading to the 2nd Quarter phenomenon known as “sell in May and go away”. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 434:  In the early stages of building wealth, the key factor is SAVING.  Saving is also one of the few things that you have influence to control. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 433:  How to become a master craftsman in your career. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 432: This past week Walmart stock climbed to a record high, then abruptly retreated, to close down more than 8%. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 431: In yesterday’s session the Market had an impressive breakout, in all aspects.  Price, volume and breadth were all superior.  We’ll see if it holds.  I’m skeptical of the foundation of all this enthusiasm- namely that rates are going lower and profits higher.  In today’s episode I’ll discuss the shell game of earnings estimate beats, with an example of Home Depot. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 430: The S&P 500 peaked in January 2022.  It’s worse for the RUSSELL2000, with a current price at below pre-Pandemic levels.  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 429:  Corporate CEOs are becoming less optimistic about 2024 and recent IPOs are a disaster. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 428:  Wall Street is obsessed with the possibility of lower interest rates. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 427:  The Market has been down for two consecutive months…how bad will it get? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 426:  Interest rates and monetary policy can’t solve the global supply conundrum. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

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

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

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

Episode 422:  The Fitch downgrade of US debt caused almost all asset classes, including precious metals to go down…why? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 421:  Listener question- why aren’t I investing in Small Cap stocks?  Headlines- FOMC, 2nd Qtr Earnings, Leading Economic Indicators, Grain Prices, Multiple Expansion, Chinese & Japanese stocks….all that and more. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 420:  Economic forecasts, PMI surveys, as well as market indicators like Metal & Petroleum prices are all pointing to a very mediocre global economy. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 419:  Money Market Funds are paying yields at 15 year highs…that’s where most of my money is currently parked. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

Episode 418:  Today we celebrate nine years of Wealthsteading… a daily disciplined methodical approach to taking stewardship of your assets. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ -----------------------------------------------

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/ --------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/

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/ ------------------------------------------------------

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

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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/ ------------------------------------------------------

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

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. ------------------------------------------------------

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! ------------------------------------------------------

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. ------------------------------------------------------

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. ------------------------------------------------------

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? ------------------------------------------------------

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

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

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

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. ------------------------------------------------------

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

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. ------------------------------------------------------

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

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. ------------------------------------------------------

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

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

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. ------------------------------------------------------

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. ------------------------------------------------------

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

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. ------------------------------------------------------

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. ------------------------------------------------------

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 ! ------------------------------------------------------

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

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/ ------------------------------------------------------

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

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. ------------------------------------------------------

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? ------------------------------------------------------

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. ------------------------------------------------------

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

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

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

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”. ------------------------------------------------------

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. ------------------------------------------------------

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

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. ------------------------------------------------------

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. ------------------------------------------------------

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. ------------------------------------------------------

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. ------------------------------------------------------

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. ------------------------------------------------------

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. ------------------------------------------------------

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/ ------------------------------------------------------

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

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. ------------------------------------------------------

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. ------------------------------------------------------

Episode 327:  Wage inflation is good for those that are productive.  That’s because inflation is price beneficial to all appreciating assets, which includes productive employees and companies.  If you’re a quality high performing employee, then you should be using the pressures of wage inflation to secure a pay raise.  But you probably won’t get it unless you ASK for it.  So make sure your achievements are being recognized and then aggressively ask for the pay increase that you rightly deserve. For more information about getting RECOGNIZED as an employee or small business, please listen to my recent interview with Nicole at the Living Free in Tennessee Podcast: https://www.livingfreeintennessee.com/2021/05/12/get-recognized-with-john-pugliano/ ------------------------------------------------------

Episode 326:  The subtitle to this episode could be: Why lumber prices are so high but timber prices are so low. Bottom line, the media narrative of hyperinflation is much ado about nothing.  Over the short term, I don’t see the FED raising interest rates nor curtailing easy monetary policy.  Transitory inflation is being caused by short term shortages, not long lasting scarcity. The “experts” were wrong in 2018 when they said the “inverted yield curve” would cause a recession, and they’re wrong now about hyperinflation.   For a historical perspective, listen to this episode from October 2018:  https://www.wealthsteading.com/276 ------------------------------------------------------

Episode 325: A lot of the financial news coverage is negative focusing on shortages and price & wage inflation.  But technically I think the major indexes are performing well and a great deal of opportunity still exists in the ReOpening Stocks.  ------------------------------------------------------

Episode 324:  In this episode we’ll look at current market conditions in light of investor psychology and especially drill down into the reasons why YOU keeping missing opportunities in the stock market. ------------------------------------------------------

Episode 323:   As we see the Markets sell off from the COVID19 Tech Unwind and rotation out of Stay-at-Home stocks, I’m buying the dip, and remain extremely optimistic about the ReOpening Trade. ------------------------------------------------------

Episode 322:   Did you miss the post-election stock market rally?  Well, the easy money has already been made, but there are still MANY opportunities.  In this episode I discuss potential that still exist in the COVID90 portfolio. ------------------------------------------------------

Episode 321:   COVID 2nd Wave & Election volatility are hitting the markets again.  So is this a time to panic or buy?  I can’t tell you what to do, but in this episode I explain what I’m calling my COVID90 portfolio.  These are the 90 individual stocks that I’ve purchased for the inevitable post-COVID recovery. ------------------------------------------------------

Episode 320:   The rotation rally looks like it has fizzled.  The S&P 500 keeps failing at its 50dma.  That’s a good indication that the market is headed lower. ------------------------------------------------------

Episode 319:   The stock market has fallen for three straight weeks.  There are mixed signals that this selloff could simply be a Rotation out of overbought Tech stocks and into Value and Cyclicals.  On the other hand, with over 41% of the S&P 500 already in a Bear market, maybe the Correction has just begun. ------------------------------------------------------

Episode 318:  Listener Questions: Is it time to buy oil stocks?Why don’t you talk about penny stocks?What happens when a stock is delisted?What is a reverse stock split?Should I contribute to an IRA or a ROTH?What is a good investment book to read?When should you sell a stock?What is a Protective Put?Cash vs Cash Equivalent Fund vs Short Term Bond FundTerminology ------------------------------------------------------

Episode 317:  The national debt is at astronomical levels, the deficit is larger than tax revenues, the Chinese are dumping Treasuries, the FED is creating trillions of dollars out of thin air…I’m not concerned.  The US can handle the current debt load. In this episode, I discussed the realities and the myths of the national debt.  My solution is to stop worrying about things outside of your influence and focus on building your personal wealth.  You do that by owning appreciating assets and not worry about the monetary unit of measure. ------------------------------------------------------

Episode 316:  The market took a big tumble today.  Is this just a normal September swoon?  Or are we headed for a more drastic correction?    ------------------------------------------------------

Episode 315:  In this episode I celebrate the 6th anniversary of the Wealthsteading Podcast with a special story about my grandfather’s remarkable life.  He was an amazing man that faced insurmountable obstacles but he never faltered.  As an immigrant, in poverty, fighting through WWI trench warfare, surviving as a prisoner of war, enduring the Great Depression…he overcame every obstacle that was placed before him.  His life is a legacy of hard work, resilience, perseverance, and faith. ------------------------------------------------------

Episode 314:  The Market has been incredibly resilient over the past month but I believe it could easily stumble into a rapid decline if investor sentiment turns sour.  In this episode I discuss the rationale for prudent investing and give specific examples of why I recently purchasing Tyson Foods and also lessons learned from swing trading the Great Recession of 2008. -----

Episode 313:  The COVID death toll is over 100K, unemployment is nearing 20%, and protesters are rioting and burning the cities…yet the stock market keeps going up. Will this rebound rally continue?  Or are we headed for a major downturn this summer?  I’m concerned that just as the market was oversold with COVID hysteria, now there’s irrational exuberance about the re-opening of the economy. -----

Episode 312:  TRIGGER WARNING:  This episode may offend some listeners…especially those of you that ask DUMB questions.  Bottom line…this episode focuses on the fundamentals of building wealth: Earn/Save/Invest. -----

Episode 311:  In this episode I discuss how I’m planning to re-balance my portfolio to take advantage of what I believe will be an inevitable recovery. -----

Episode 310:  In this episode I compare Covid-19 to a neutron bomb that kills people but doesn’t destroy infrastructure.  The devastation is massive, but short-lived because CONSUMPTION is DEFERRED, not DESTROYED. -----

Episode 309:  Dividend paying stocks keep producing an income, even when the stock market is down. -----