WEALTHSTEADING Podcast investing retirement money stock market & wealth

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:  https://www.investablewealth.com/subscribe/ ——————————————————

Explore the intriguing concept of comparative advantage for individuals, discovering how to leverage your unique talents. The discussion dives into whether to pursue passions or marketable skills, emphasizing the importance of aligning enjoyment with monetization. Learn how to identify your strengths by listing loves and dislikes, and optimize your comfort zone for personal success. The host also highlights the pitfalls of laziness and encourages listeners to embrace their innate abilities while relieving others' pain points.

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 of how you can benefit from it in terms of your investment portfolio, career and personal development. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 weight Tech index is outperforming the NASDAQ by nearly 2x.  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 drastically changed society, a lower cost version of AI will spur consumption. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Dive into the fascinating intersection of technology and manufacturing, as over 50 promising stocks are discussed. The resurgence of U.S. manufacturing is driving fresh investment opportunities, particularly in energy sectors like nuclear and natural gas. Explore key industries, including healthcare and defense, and how they influence economic growth. There's also a spotlight on artificial intelligence, showcasing its potential to boost productivity across various sectors. Tune in for valuable insights and strategic investment tips!

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 Doctrine. Listen to my recent appearance on The Disciplined Investor Podcast: https://thedisciplinedinvestor.com/blog/2024/12/08/tdi-podcast-the-robots-are-coming-898/ Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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/ ——————————————————

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/ ——————————————————

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/ ——————————————————