Podcast Episodes
Back to SearchGlobal Panic: Mag7 on sale
Episode 513
00:00 Introduction
01:04 Some of Mag7 on sale
01:54 Panic Trade
03:00 Why attack Iran now?
04:00 Oil going to $250/barrel?
05:01 Gold & …
5 hours ago
Iran War: contrarian cynically optimistic perspective
Episode 512
00:00 Iran conflict from a cynically optimistic contrarian viewpoint
00:39 Spike in Oil is less severe than media narrative
01:17 S&P 5…
1 week, 5 days ago
AI Apocalypse media narrative is foolishly CORRECT
Episode 511
00:00 Introduction
00:52 Supreme Court ruling on tariffs
02:42 Tariffs will be imposed for National Security (Section 232) & Unfair tra…
1 month ago
2026 Great Rotation: AI Profits are Flooding into Regional Banks
Episode 510
00:00 Q4 Earnings & GDP
01:02 Silver down 30% from its recent high
02:12 2026 long term trends
02:52 Stocks starting out the year on a …
1 month, 2 weeks ago
What’s going on with SILVER? 260130
Episode 509 I don’t usually invest in commodities, I’d rather own the value add companies within the commodity supply chain.
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1 month, 3 weeks ago
Will Regional Banks OUTPERFORM in 2026? 260116
Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE.
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https://www.inves…2 months, 1 week ago
Boeing & Intel don’t fight INDUSTRIAL POLICY 260114
Episode 507 We’re in an Economic Cold War and industrial policy is one of the major trends that will impact which companies prosper and which compan…
2 months, 1 week ago
Venezuela Oil which stocks to buy? 260109
Episode 506 Venezuela oil is all over the news, which stocks should you buy, sell or hold?
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https:…2 months, 2 weeks ago
Grifter’s Guide to the Midterm Stock Market … trading the Trump PUMP & the Democrat DUMP 260104
Episode 505 The title says it all. Happy New Year!
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https://www.investablewealth.com/subscribe/ …2 months, 2 weeks ago
AI bubble or secular growth in 2026? 251227
Episode 504 If you’re paying attention you’re witnessing Adam Smith’s “invisible hand” of the economy playing out in the AI secular growth trend.
S…
2 months, 3 weeks ago