WEALTHSTEADING Podcast investing retirement money stock market & wealth
247 episodes - English - Latest episode: about 1 month ago - ★★★★★ - 359 ratings... a holistic lifestyle to build & preserve wealth
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Episodes
THINKING beyond money market funds 240323
March 24, 2024 00:27 - 15 minutes - 22.4 MBEpisode 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/ ------------------------------------------------------
Gaslighting Economic Data 240302
March 02, 2024 23:13 - 21 minutes - 30.8 MBEpisode 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/ ------------------------------------------------------
Behold wars and rumors of wars 240205
February 06, 2024 02:15 - 20 minutes - 31.5 MBEpisode 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/ ------------------------------------------------------
Chinese Stocks so bad they’re good? 240130
January 30, 2024 21:53 - 10 minutes - 14.6 MBEpisode 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/ ------------------------------------------------------
Small Cap Stocks are withering as investors pile in 240116
January 17, 2024 00:07 - 22 minutes - 33.6 MBEpisode 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/ ------------------------------------------------------
No PREDICTION- just a THOUGHT for the New Year 240104
January 04, 2024 23:54 - 8 minutes - 12.5 MBEpisode 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/ ------------------------------------------------------
LIVE: 2024 Investing Themes 231220
December 20, 2023 20:54 - 24 minutes - 17.3 MBEpisode 439: 2024 Investing Themes- review & commentary Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Fed Pivot…what did they actually say? 231217
December 17, 2023 19:03 - 15 minutes - 24.1 MBEpisode 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/ ------------------------------------------------------
LAYOFFs are on the rise 231211
December 11, 2023 21:30 - 19 minutes - 28.3 MBEpisode 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/ ------------------------------------------------------
High Yield JUNK Bonds 231206
December 06, 2023 20:59 - 17 minutes - 24.9 MBEpisode 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/ ------------------------------------------------------
Santa Claus rally came early…will it last? 231129
November 29, 2023 23:16 - 10 minutes - 15.7 MBEpisode 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/ ------------------------------------------------------
Save at least 15% 231127
November 27, 2023 21:13 - 20 minutes - 31.6 MBEpisode 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/ ------------------------------------------------------
Become fire-proof like Sam Altman 231122
November 23, 2023 01:02 - 15 minutes - 22.6 MBEpisode 433: How to become a master craftsman in your career. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Walmart drops 8%…harbinger for the MARKET? 231119
November 19, 2023 22:23 - 13 minutes - 20.2 MBEpisode 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/ ------------------------------------------------------
Earnings estimate beat SHENANIGANS 231115
November 15, 2023 21:09 - 17 minutes - 25.2 MBEpisode 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/ ----------------------...
Sideways stock market 231113
November 13, 2023 22:05 - 11 minutes - 17.7 MBEpisode 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/ ------------------------------------------------------
CEO fears & IPO flops 231018
October 18, 2023 22:25 - 11 minutes - 18.3 MBEpisode 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/ ------------------------------------------------------
Market up on Israel-Hamas war…it’s all about interest rates 231010
October 14, 2023 02:46 - 11 minutes - 17.2 MBEpisode 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/ ------------------------------------------------------
Big LOSERS on Wall Street 230923
September 23, 2023 22:45 - 23 minutes - 35.1 MBEpisode 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/ ------------------------------------------------------
Lowering interest rates won’t solve the problem 230908
September 10, 2023 19:33 - 22 minutes - 33.8 MBEpisode 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/ ------------------------------------------------------
Anemic German Economy & Future Opportunity 230831
August 31, 2023 21:18 - 15 minutes - 22.6 MBEpisode 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/ ------------------------------------------------------
Fed Jackson Hole Summit- Structural Shifts in the Global Economy 230829
August 29, 2023 19:32 - 12 minutes - 18.2 MBEpisode 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/ ------------------------------------------------------
Is the AI hype fading? 230814
August 14, 2023 21:00 - 16 minutes - 25.1 MBEpisode 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/ ------------------------------------------------------
Why do good stocks go down with bad? 230803
August 03, 2023 21:07 - 12 minutes - 19.9 MBEpisode 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/ ------------------------------------------------------
Listener Question & Headlines you need to pay attention to 230725
July 25, 2023 21:46 - 25 minutes - 38.2 MBEpisode 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/ ------------------------------------------------------
Pitiful state of the Global Economy 230711
July 11, 2023 21:20 - 14 minutes - 21 MBEpisode 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/ ------------------------------------------------------
Think of Money Market Funds as Dividend Paying Stocks 230709
July 09, 2023 19:29 - 31 minutes - 47.6 MBEpisode 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/ ------------------------------------------------------
9th Anniversary Celebration 230704
July 04, 2023 19:13 - 13 minutes - 20.8 MBEpisode 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/ ------------------------------------------------------
LIVE PRESENTATION: where’s the recessions? 230628
June 28, 2023 21:22 - 40 minutes - 26.8 MBEpisode 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/ ------------------------------------------------------
Fed Rate Hike…pivot…pause…skip 230613
June 13, 2023 20:03 - 14 minutes - 20.9 MBEpisode 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/ ------------------------------------------------------
A lot of agony out there-Charlie Munger Berkshire Hathaway 230605
June 05, 2023 21:34 - 21 minutes - 31.6 MBEpisode 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/ ------------------------------------------------------
Individual Investor ADVANTAGE 230516
May 16, 2023 20:29 - 18 minutes - 26.9 MBEpisode 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/ -----------------------------------------------
LISTENER QUESTION: why park money in a Money Market Fund vs CD or Treasury? 230511
May 11, 2023 20:34 - 21 minutes - 30.8 MBEpisode 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/ --------------------------------------------------
Where’s the RECESSION? Where’s the RALLY? 230510
May 10, 2023 20:41 - 18 minutes - 26.8 MBEpisode 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/ ------------------------------------------------------
Stock Market review & preparing for new leadership 230422
April 22, 2023 22:48 - 25 minutes - 37.5 MBEpisode 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/ ------------------------------------------------------
Hedging against a downturn comes with a cost 230414
April 14, 2023 20:51 - 17 minutes - 24.4 MBEpisode 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/ ------------------------------------------------------
Profits are headed LOWER 230412
April 12, 2023 20:35 - 22 minutes - 33.4 MBEpisode 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/ ------------------------------------------------------
There’s no money in the banks…oh my! 230405
April 05, 2023 18:58 - 14 minutes - 20.5 MBEpisode 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/ ------------------------------------------------------
Understanding the Business Cycle 230317
March 17, 2023 22:32 - 26 minutes - 39.3 MBEpisode 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/ -----------------------...
Orchestrated recession…learn to play the game 230311
March 11, 2023 23:04 - 9 minutes - 13 MBEpisode 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/ ------------------------------------------------------
Stock Market keeps FAILING at key resistance levels 230227
February 28, 2023 01:14 - 13 minutes - 19.1 MBEpisode 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/ ------------------------------------------------------
Millennials need to experience a DOTCOM bubble 230217
February 17, 2023 22:50 - 19 minutes - 27.4 MBEpisode 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/ ------------------------------------------------------
Declining Profits & Soft Breakout above 200dma 230210
February 10, 2023 22:08 - 27 minutes - 31.8 MBEpisode 403: I’m concerned about two issues with the stock market. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ------------------------------------------------------
Not enough workers are being fired 230206
February 07, 2023 00:31 - 11 minutes - 13.8 MBEpisode 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/ ------------------------------------------------------
Inflation is coming down BUT the VALUE of money is DANGEROUSLY high 230205
February 05, 2023 20:57 - 11 minutes - 13.2 MBEpisode 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/ ------------------------------------------------------
Parallel Savings into buckets & wells 230128
January 28, 2023 18:51 - 25 minutes - 29.5 MBEpisode 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/ ------------------------------------------------------
Housing Sector could be bright spot in 2023 230126
January 27, 2023 03:53 - 16 minutes - 18.4 MBEpisode 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.invest...
Controlled burn of the economy 230113
January 13, 2023 21:04 - 12 minutes - 12.9 MBEpisode 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/ ------------------------------------------------------
RECESSION- millionaires are pulling back spending 230101
January 01, 2023 19:24 - 8 minutes - 10.7 MBEpisode 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/ ------------------------------------------------------
Performance improvement- keep a journal 221230
December 30, 2022 22:27 - 10 minutes - 12.4 MBEpisode 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/ ------------------------------------------------------