4. Market review – Wealthsteading Podcast

Hosted by John Pugliano

Business Investing News CommentaryInterviews guests

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Episodes

100

Latest episode

Oct 2026

Language

EN-US

About the show

... a holistic lifestyle to build & preserve wealth

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60 recent

October 6, 202637 min

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 sentiment survey 20:21 Investor Sentiment is bearish but Cash Reserves are low 22:30 Deregulation 24:26 Broadening Market Equal Weight 26:47 2018 downturn 27:56 Data Center Hate 28:46 Government Debt versus Government Assets 30:20 Interest rates and diesel aren’t the only record highs 31:19 Reindustrializing USA 32:28 Nuclear deregulation 33:59 Natural Gas bridge to Nuclear energy 34:58 Midterms are meaningless to long term stock market performance Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

September 8, 202630 min

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 Introduction 00:36 Tom Selleck shirt 01:39 Correlation is not Causation Follow up 05:00 News Headline Fears 06:30 S&P 500 08:43 NASDAQ 11:06 Technology Stocks 19:26 Copper Mines 20:10 Railroads 22:09 Heavy Equipment 24:28 Aerospace 25:27 SAAS Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

August 21, 20269 min

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/ ——————————————————

August 5, 202621 min

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 Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

July 28, 202624 min

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 and most of &P 500 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

July 15, 20266 min

SpaceX dud, Hormuz reignites, Railroads chug along

Episode 526 00:00 Introduction 00:40 SpaceX dud IPO 02:01 Hormuz reignites 03:31 Railroad stocks outperform 05:31 Ignore the media noise Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

June 16, 202617 min

2026 CHAOS: midyear BEST performing Sectors

Episode 523 00:00 Introduction 01:02 Gold and Silver not risk free 02:35 Bonds aren’t safe either 03:00 10 year Treasury dismal performance 04:23 Oil prices dropping 05:31 3 Best S&P 500 Sectors 08:00 Industrial Technology long term trend 09:00 I own Companies not Commodities 12:08 Technology, Materials, Industrials 13:37 You missed the bottom, not the opportunity Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

June 2, 202629 min

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 Space is hard VSAT 12:43 Tesla performance 14:51 Want to invest in space look at the supply chain 15:25 Will investors sell Tesla to move into SpaceX 18:05 Ignore Media negativity 19:04 S&P 500 28.6% profit growth 21:16 Company backlogs 22:55 Space competition on the horizon 25:00 Starlink as a business expense? 26:50 Final thoughts- these profits are REAL Watch the VIDEO Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

May 7, 202622 min

LIVE Q&A: How old is Joe?

Episode 519 00:00 Introduction 04:52 Michael Saylor says he might have to sell Bitcoin 07:25 Market at record highs … what do you do with new money? 09:25 It’s a stock picker’s market 14:13 $FLEX up 35% today 16:22 How old is Joe? 18.43 Not a typical Millennial Join us for a YouTube live Q&A Wednesday May 6, 3:00pm eastern: https://www.youtube.com/live/2ppgj1ZcDXw?si=FpfQCrVyFRZF32x4 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————

May 4, 202612 min

Cashing in on Chaos – Cashing in on Earnings

Episode 518 00:00 Introduction 00:31 Live YouTube Q&A 00:52 Cashing in on Chaos 02:12 Markets bounce before crisis resolution 03:48 Iran War April bounce 04:43 Cashing in on Earnings 05:25 1 st Quarter record earnings 06:20 Broad market beats Mag7 earnings 10:54 SAAS stock contrarian opportunity Join us for a YouTube live Q&A Wednesday May 6, 3:00pm eastern: https://www.youtube.com/live/2ppgj1ZcDXw?si=FpfQCrVyFRZF32x4 Sign up for free ALERTs & Market Commentary at: https://www.investablewealth.com/subscribe/ ——————————————————