Podcast Episodes
Back to SearchStock Market: Party like it’s 2017
Episode 535
00:00 Introduction
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14 hours ago
AI CEO gaslighting: flatten the curve & wear a mask
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 pand…
3 weeks, 1 day ago
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 st…
4 weeks ago
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 VID…
1 month, 2 weeks ago
AI Infrastructure Stocks & NOT
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 $RA…
1 month, 2 weeks ago
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 Disrup…
2 months ago
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 T…
2 months, 1 week ago
Warren Buffett evolving view on Tech & Google
Episode 528
00:00 Introduction
00:31 Has Warren Buffett changed his view on Technology Stocks
06:18 Warren Buffett philanthropy
08:47 Berkshire Hatha…
2 months, 2 weeks ago
Selling the Fear as Iran Escalates & Building Cash for My Next Move
Episode 527
00:00 Introduction
00:51 Notification of when I buy or sell a stock
01:28 Learn to identify stock trading patterns during a crisis
02:45 …
2 months, 2 weeks ago
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
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2 months, 3 weeks ago