Skip to content
#
Title
1

Google isn’t having a Kodak Moment

2

Interest Rates are not high- they’re NORMAL

3

Stock Market: Party like it’s 2017-GARDEN PARTY

4

AI CEO gaslighting: flatten the curve & wear a mask

5

HORMUZ chokepoint: Tech Stocks still outperform

6

Don’t be FOOLED: Correlation is Not Causation

7

AI Infrastructure Stocks & NOT

8

Another S&P 500 record high that Ray Dalio hates

9

Chinese Tech panic selloff & other unfounded fears

10

Warren Buffett evolving view on Tech & Google

11

Selling the Fear as Iran Escalates & Building Cash for My Next Move

12

SpaceX dud, Hormuz reignites, Railroads chug along

13

Podcast Anniversary: 12 years of Cynical Optimism

14

Stock Market: Glass Half Empty or Half Full?

15

2026 CHAOS: midyear BEST performing Sectors

16

SpaceX IPO: John’s not Buying… What about Joe?

17

intel inside the DEEP STATE

18

Sell in May & go away?

19

LIVE Q&A: How old is Joe?

20

Cashing in on Chaos – Cashing in on Earnings

21

Iran War: don’t bet against the USA economy

22

Stocks Performing Well During Iran Crisis

23

Overcoming FEAR: another panic selloff

24

Global Panic: Mag7 on sale

25

Iran War: contrarian cynically optimistic perspective

26

AI Apocalypse media narrative is foolishly CORRECT

27

2026 Great Rotation: AI Profits are Flooding into Regional Banks

28

What’s going on with SILVER? 260130

29

Will Regional Banks OUTPERFORM in 2026? 260116

30

Boeing & Intel don’t fight INDUSTRIAL POLICY 260114

31

Venezuela Oil which stocks to buy? 260109

32

Grifter’s Guide to the Midterm Stock Market … trading the Trump PUMP & the Democrat DUMP 260104

33

AI bubble or secular growth in 2026? 251227

34

Going to College? Don’t waste time or money 251212

35

Don’t Fight the Trump FRIENDLY Federal Reserve 251208

36

Stock Market Review- did you miss the dip AGAIN? 251203

37

S&P 500 Correction hiding in plain sight: when to buy the dip? 251116

38

AI bubble & Recession fear vs reality 3.9% GDP growth 251028

39

Listener Question- why Fred makes bad investments 251021

40

Looking for stock market bargains? Nearly half S&P 500 is below 200 day moving average 251016

41

Another 1 day PANIC on Wall Street 251013

42

Sold DISNEY stock it’s plagued by bad management 250928

43

Small Cap Stocks beware unprofitable zombie companies 250915

44

GOOGLE is still magnificent 250904

45

How the Stock Market is like College Football – why the favorites don’t always win 250827

46

Stock Market SURGES: will Fed really cut interest rates? 250824

47

Warren Buffett keeps selling APPLE: should you? 250821

48

Beyond inflation fear: Losses are limited & Gains are infinite 250814

49

Marry an ELECTRICIAN 250810

50

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

51

Warren Buffett Berkshire Hathaway loses billions on Kraft Heinz 250803

52

Industrial Sector will be Mag 7 of next decade 250801

53

Peak Globalization: New Cold War 250730

54

Protect & Grow your portfolio with Strategic Diversification 250722

55

Is the stock market due for a SELLOFF? 250718

56

Inflation LIES 250716

57

BUDWEISER own it don’t drink it 250714

58

GENERAC stock for hurricane season and beyond 250711

59

What’s the difference between being RICH and being WEALTHY? 250704

60

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

61

WWIII & OPEC abundant Oil supply without IRAN 250626

62

Utility Stocks buy hold or sell? 250613

63

Shhh … CENSORED Economic Boom 250603

64

Best S&P 500 sectors will surprise you 250518

65

Stocks displaying strength & resilience 250518

66

Jack Spirko wrote a book … you should read it 250512

67

An optimistic economic view 250502

68

Economic War … battle of the TARIFFS 250420

69

Reiterating with help from AI 250413

70

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

71

Discovering YOUR comparative advantage 250220

72

Comparative Advantage Market Forces 250215

73

End of World postponed for 30 days 250206

74

DeepSeek good for EVERYONE but ChatGPT 250128

75

INFLATION untamed … good or bad for stocks? 241215

76

TRUMP a lot can go WRONG 241128

77

TRUMP love or hate him it’s a trend 241124

78

Good company … overpriced stock 241105

79

TRENDS beyond the election 241021

80

POWER thirsty economy 241003

81

Lamborghini INCOME & Toyota LIFESTYLE 240829

82

What happened to the SELLOFF? 240820

83

Trading the Fear and Greed Cycle 240803

84

Learnings from 10 years of podcasting 240704

85

Fickle Stock Market…Fed is already EASING 240611

86

Degression & Rant- Stagflation or Super Cycle 240521

87

Market Selloff- UTILITY STOCKS 240413

88

THINKING beyond money market funds 240323

89

Gaslighting Economic Data 240302

90

Behold wars and rumors of wars 240205

91

Chinese Stocks so bad they’re good? 240130

92

Small Cap Stocks are withering as investors pile in 240116

93

No PREDICTION- just a THOUGHT for the New Year 240104

94

LIVE: 2024 Investing Themes 231220

95

Fed Pivot…what did they actually say? 231217

96

LAYOFFs are on the rise 231211

97

High Yield JUNK Bonds 231206

98

Santa Claus rally came early…will it last? 231129

99

Save at least 15% 231127

100

Become fire-proof like Sam Altman 231122