WEALTHSTEADING Podcast investing retirement money stock market & wealth

Episode 515  Watch the video at: https://youtube.com/live/PnS9qE8Wtw0 Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe ——————————————————

A midday market panic selloff and why short-term noise should not derail long-term plans. A Realpolitik take on market resilience and how elites help the system recover. Why real estate can move differently from stocks and diversification matters. A look at three generational trends—demographics, geopolitics, and technology—that favor U.S. markets.

A contrarian take on big tech being discounted and why certain mega-cap stocks look like buying opportunities. A discussion of panic trades and why rushing into oil or gold may be unwise. Examination of geopolitical timing around Iran and what it means for markets. Notes on the dollar, sharp drops in gold and silver, and a surprising comparison of Google-like fundamentals in other firms.

A contrarian, cynically optimistic take on the Iran conflict and why market moves are milder than headlines suggest. Oil spikes are placed in historical context and seen as benefiting U.S. chemical companies. Long-term investing is framed as limited downside with unlimited upside. Media negativity is blamed for obscuring opportunities and action is encouraged for wealth-building.

Discussion of a Supreme Court tariff ruling and its impact on regulation and markets. A contrarian take that the AI apocalypse narrative is correct in a revelatory sense. Debate over whether AI will create bubbles, burn money, or disrupt SaaS. Historical parallels with Kodak and which types of work are most at risk or resilient.

Discussion of Q4 earnings and a surprisingly strong GDP outlook. A dive into 2026 long-term trends like reshoring, automation, AI, robotics, electrification, and digitization. Big winners in semiconductors, memory, and equipment are highlighted. Regional banks are framed as an early-warning economic signal and showing recent strength against big tech.

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/ ——————————————————