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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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

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Episode 532

00:00 Introduction

00:20 Correlation is Causation Illusion

03:15 Correlation is not Causation Story

09:15 Market Assessment

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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

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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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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

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