Episode 452: US economy continues to grow…are you? Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————By John Pugliano

Episode 451: Two weeks ago, the VIX volatility index spiked above 65; today everything is honky dory (: Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————By John Pugliano

Episode 450: What started out as a quick commentary on current market conditions ended up digressing into rants and gems of wealth knowledge. This is evergreen content, listen to it more than once. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————…

Episode 449: Celebrating a decade of the Wealthsteading Podcast- earnSAVEinvest – that’s a cryptic message that BROKE people don’t understand! Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe ——————————————————By John Pugliano

Episode 448: The Fed has cut their balance sheet reduction by more than 50% while keeping mortgage rates high. Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————By John Pugliano

Episode 447: Just listen to this episode… Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe ——————————————————By John Pugliano

Episode 446: Stubborn inflation & geopolitical instability are causing a stock market selloff. That shouldn’t come as a surprise to Wealthsteading Podcast listeners. So far, the decline is surprisingly mild. In this episode I discuss my rationale for taking a concentrated position in the Utility sector. LONG TERM Utility Stocks can offer a trifecta…

Episode 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/ ——————————————————…

Episode 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/ ——————————————————By John Pugliano

Episode 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/ ——————————————————By John Pugliano

Episode 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/------------------------------------------…

Episode 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/------------------------------------------…

Episode 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/------------------------------------------------------By John Pugliano

Episode 439: 2024 Investing Themes- review & commentarySign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/-------------------------------------------…

Episode 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/------------------------------------------------------By John Pugliano

Episode 433: How to become a master craftsman in your career.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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 a…

Episode 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/ ------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------…

Episode 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.investablewea…

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/----------------------------------------…

Episode 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/------------------------------------------------------…

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/ ------------------------------------------------------By John Pugliano

Episode 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/jm7LAbdbiHcSign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------By John Pugliano

Episode 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/------------------------------------------------------…

Episode 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 HathawaySign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/----------…

Episode 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/ -----------------------------------------------…

Episode 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/ --------------------------------------------------…

Episode 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/ ------------------------------------------------------By John Pugliano

Episode 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/----------------------------------…

Episode 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…

Episode 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/------------------------------------------------------By John Pugliano

Episode 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/--------------------------…

Episode 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 phas…

Episode 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/------------------------------------------------------…

Episode 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.inves…

Episode 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/------------------------------------------------------By John Pugliano

Episode 403: I’m concerned about two issues with the stock market.Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/------------------------------------------------------By John Pugliano