PODCAST · business
2. Trend, Tactic & Strategy – Wealthsteading Podcast
by John Pugliano
... a holistic lifestyle to build & preserve wealth
Episodes
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Interest Rates are not high- they’re NORMAL
Episode 536 00:00 Introduction 01:45 – Market Resiliency & Normalizing Rates 04:15 – Historical Rate Regimes (Post-WWII to 1970s) 07:30 – The Natural Rate Benchmark & Nominal GDP 10:00 – Economic Benefits of Higher Interest Rates 12:15 – The “333 Plan” & Rate Outlook 15:00 – Market Adaptation &...
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Stock Market: Party like it’s 2017-GARDEN PARTY
Episode 535 00:00 Introduction 02:09 2017 comparison to today’s market 04:03 Planting a Garden Portfolio 06:32 Netflix Potential 07:23 Canadian Pacific Kansas City 08:08 Utility Stocks 09:04 Nucor 09:59 Texas Instrument & Intuitive Surgical 10:59 Growth Adjusted Value Stocks 14:56 AAII investor...
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AI CEO gaslighting: flatten the curve & wear a mask
Episode 534 00:00 Introduction 00:13 AI Fearmongering 02:30 Regulatory capture Big AI wants to write the legislation 04:02 SaaS is Back 04:28 AI pandemic type fearmongering: flatten the curve & wear a mask Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
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HORMUZ chokepoint: Tech Stocks still outperform
Episode 533 POST PUBLICATION CORRECTION: A sorting error in our source spreadsheet jumbled several data columns (John’s fault), so the numbers Joe states are inaccurate. While our overall analysis and takeaways remain completely spot-on, please disregard the individual figures mentioned. 00:00...
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Don’t be FOOLED: Correlation is Not Causation
Episode 532 00:00 Introduction 00:20 Correlation is Causation Illusion 03:15 Correlation is not Causation Story 09:15 Market Assessment Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————
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AI Infrastructure Stocks & NOT
Episode 531 00:00 Introduction 02:15 $APH 03:49 $DELL 04:37 $CIEN 05:51 $COHR & $LITE 06:29 $GLW 07:13 $CSCO 08:00 $FLEX & $JBL 09:05 $NDSN 10:14 $RAL 11:08 $ROK & $HON 12:15 $ZBRA 13:23 $GSAT Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
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Another S&P 500 record high that Ray Dalio hates
Episode 530 00:00 Introduction 00:19 S&P 500 is at record high 01:18 Inflation and Fed rate hike 06:20 Stagflation not a problem for USA 06:50 Disruption of Strait of Hormuz 08:28 AI Bubble and Circular investing 13:57 Extreme daily stock price volatility 17:36 Sold Anheuser Busch InBev $BUD…
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Chinese Tech panic selloff & other unfounded fears
Episode 529 00:00 Introduction 00:48 Chinese Technology Threat 04:47 Lower Tech cost means more use cases: Technology lowers incremental cost 07:00 Technology is becoming a Utility 11:20 Is this a Tech Bear Market? 17:57 DotCom Bubble 2.0? 21:14 Nvidia has better valuation than Costco & Walmart…
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Warren Buffett evolving view on Tech & Google
Episode 528 00:00 Introduction 00:31 Has Warren Buffett changed his view on Technology Stocks 06:18 Warren Buffett philanthropy 08:47 Berkshire Hathaway large cash position 13:14 China’s Moonshot AI 16:41 Regional Bank update Watch the VIDEO Sign up for free ALERTs & Market Commentary at:...
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Selling the Fear as Iran Escalates & Building Cash for My Next Move
Episode 527 00:00 Introduction 00:51 Notification of when I buy or sell a stock 01:28 Learn to identify stock trading patterns during a crisis 02:45 Stock Market rotation from Risk On to Risk Off 03:42 I sold non-core positions that are getting a bounce from Iran chaos 04:35 Raise cash and...
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SpaceX IPO: John’s not Buying… What about Joe?
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...
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Iran War: don’t bet against the USA economy
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...
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Stocks Performing Well During Iran Crisis
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/ ------------------------------------------------------
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LIVE Q&A: April Fool’s Day edition
Episode 515 Watch the video at: https://youtube.com/live/PnS9qE8Wtw0 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe ------------------------------------------------------
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Overcoming FEAR: another panic selloff
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...
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Global Panic: Mag7 on sale
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...
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Iran War: contrarian cynically optimistic perspective
Episode 512 00:00 Iran conflict from a cynically optimistic contrarian viewpoint 00:39 Spike in Oil is less severe than media narrative 01:17 S&P 500 turbulent but only slightly off highs 01:46 Higher Oil prices are benefiting USA chemical companies 02:24 Long Term investing advantage- losses are...
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2026 Great Rotation: AI Profits are Flooding into Regional Banks
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...
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What’s going on with SILVER? 260130
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/ ------------------------------------------------------
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Will Regional Banks OUTPERFORM in 2026? 260116
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/ ------------------------------------------------------
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Boeing & Intel don’t fight INDUSTRIAL POLICY 260114
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/...
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Venezuela Oil which stocks to buy? 260109
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/ ------------------------------------------------------
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Grifter’s Guide to the Midterm Stock Market … trading the Trump PUMP & the Democrat DUMP 260104
Episode 505 The title says it all. Happy New Year! Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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AI bubble or secular growth in 2026? 251227
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/ ------------------------------------------------------
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Don’t Fight the Trump FRIENDLY Federal Reserve 251208
Episode 502 Because of Trump’s non-consecutive second term, he has the opportunity to shape the Federal Reserve like no other president in modern history. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
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Stock Market Review- did you miss the dip AGAIN? 251203
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/...
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S&P 500 Correction hiding in plain sight: when to buy the dip? 251116
Episode 499 While the S&P 500 is only down a few percent, 65% of its constituents are in a correction, down at least 10%. Similarly, 44% are below their 200 day moving average. So if you’re looking for a dip, look no further, there are plenty of bargains. Last week I took an overweight position…
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AI bubble & Recession fear vs reality 3.9% GDP growth 251028
Episode 498 The media narrative is extreme negativity about the state of the economy and yet the stock market and GDP continue to expand. Why? Productivity, Deregulation, and Industrial Policy are good for corporate profits. Sign up for free ALERTs & Market Commentary at:...
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Another 1 day PANIC on Wall Street 251013
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...
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Sold DISNEY stock it’s plagued by bad management 250928
Episode 494 This past week I sold Disney. I think the company is plagued by bad management and is likely in trouble over the near term. In this episode I discuss how to identify Blue Chip stock business cycles and how to profit by swing trading in and out of them. Sign up for free ALERTs & Market...
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Small Cap Stocks beware unprofitable zombie companies 250915
Episode 493 Beware investing in zombie small cap stocks, 38% of the index is unprofitable. If you’re interested in learning about the return of Nuclear Energy, please watch my recent appearance on the Survival Podcast: https://www.youtube.com/watch?v=QYqf98Fv5Ok Sign up for free ALERTs & Market...
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GOOGLE is still magnificent 250904
Episode 492 The title says it all. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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Stock Market SURGES: will Fed really cut interest rates? 250824
Episode 490 A lightning round of reasons why the enthusiasm about Fed rate cuts may be misguided. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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Warren Buffett keeps selling APPLE: should you? 250821
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/ ------------------------------------------------------
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Beyond inflation fear: Losses are limited & Gains are infinite 250814
Episode 488 Tariff inflation fears are back in the headlines; in a future episode I’ll discuss stagflation. Today I want to FOCUS your attentions on the “secret” that builds wealth: losses are limited & gains are infinite. What makes John Pugliano tick? Watch this very insightful interview with...
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Marry an ELECTRICIAN 250810
Episode 487 Whether you’re looking for a spouse with excellent lifetime career earning potential or for a stock market growth opportunity that’s not limited to the narrow Mag7, consider the long term trend of electrification of the economy. Sign up for free ALERTs & Market Commentary at:...
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Lincoln Electric LECO isn’t a welding company it’s a 130 year old Tech ecosystem 250806
Episode 486 How do you build a resilient business? Well, let’s talk about Lincoln Electric… Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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Industrial Sector will be Mag 7 of next decade 250801
Episode 484 The era of Digitization is rapidly expanding into the nuts & bolts of the industrial world. Join me and Jack Spirko as we discuss retirement, wealth and lifestyle design. This is a casual conversation between two old friends that know what they’re talking about, because they’ve…
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Peak Globalization: New Cold War 250730
Episode 483 The trade deals with the EU & Japan are further confirmation of the long term shift in USA national security strategy and the reshaping of global trade. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
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Protect & Grow your portfolio with Strategic Diversification 250722
Episode 482 Use strategic diversification to create your own personal ETF. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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Is the stock market due for a SELLOFF? 250718
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/...
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GENERAC stock for hurricane season and beyond 250711
Episode 478 Generac fits a unique niche in the specialty industrial machinery category and I think it’s posed for growth as it takes advantage of the long term trend in electrification of the economy. Listen to my recent conversation about Industrial Digitization with my friend Andrew Horowitz on...
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JABIL a top performing stock you’ve never heard of 250629
Episode 476 Jabil Inc is a quintessential example of the key characteristic of the Industrial Tech Era. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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WWIII & OPEC abundant Oil supply without IRAN 250626
Episode 475 Why did OPEC+ “unexpectedly” increase curtailed oil production in April? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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Shhh … CENSORED Economic Boom 250603
Episode 473: More good economic news you’re not hearing about in the media- 25Q1 S&P 500 earnings likely 13%; Atlanta Fed forecasting 25Q2 GDP growth of 4.6%; all that and more. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/...
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Best S&P 500 sectors will surprise you 250518
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…
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An optimistic economic view 250502
Episode 469: You won’t hear this in the Media, but the USA economy is extremely strong and resilient. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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Economic War … battle of the TARIFFS 250420
Episode 468: Cold War II is an ECONOMIC WAR and we’re experiencing the initial skirmish, the battle of the tariffs. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
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Cheap Oil & Low Interest Rates trump Trump’s CHAOS 250305
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...
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Comparative Advantage Market Forces 250215
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…
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ABOUT THIS SHOW
... a holistic lifestyle to build & preserve wealth
HOSTED BY
John Pugliano
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... a holistic lifestyle to build & preserve wealth
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