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 & Shift in White-Collar Jobs

17:45 – Debunking the “Bond Vigilantes” & Global Yields

21:30 – Oil Price Disruption & Refuting Stagflation

24:45 – Personal Action Strategy

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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

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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

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