Podcast Episodes
Back to SearchCheap Oil & Low Interest Rates trump Trump’s CHAOS 250305
Episode 465: The stock market has been driven lower because of extremely negative investor sentiment. But I think the reality is a much stronger ec…
1 year, 7 months ago
Discovering YOUR comparative advantage 250220
Episode 464: Last episode we discussed comparative advantage as it relates to the success of countries and corporations but the same concept applies…
1 year, 7 months ago
Comparative Advantage Market Forces 250215
Episode 463: Ignore the contemporary arguments about free trade. There is no free trade. What there is, is government policies that attempt to dist…
1 year, 7 months ago
End of World postponed for 30 days 250206
Episode 462: The Media is breathlessly reporting terrifying news about tariffs, executive orders, DeepSeek and anything else that can be detrimental …
1 year, 8 months ago
DeepSeek good for EVERYONE but ChatGPT 250128
Episode 461: Some of the kneejerk reaction to DeepSeek has already subsided but I want to make the point that advances in disruptive technology is AL…
1 year, 8 months ago
Beyond AI … nuts & bolts of the economy 250126
Episode 460: In this episode I discuss over 50 stocks that I own and believe will benefit from the convergence of the secular trend of technology mer…
1 year, 8 months ago
INFLATION untamed … good or bad for stocks? 241215
Episode 459: Inflation numbers keep coming in higher than “expected”. The Fed will likely not cut rates as much as anticipated in 2025. The Market …
1 year, 9 months ago
TRUMP a lot can go WRONG 241128
Episode 458: Curb your enthusiasm about a Trump Trade because a LOT could go wrong. Sign up for free ALERTs & Market Commentary at: https://www.in…
1 year, 10 months ago
TRUMP love or hate him it’s a trend 241124
Episode 457: The BREXIT and Trump’s first election to the presidency occurred in 2016, that marked the first widespread populist discontent among t…
1 year, 10 months ago
Good company … overpriced stock 241105
Episode 456: I think that McDonalds HomeDepot & Costco are good companies but overpriced stocks. Sign up for free ALERTs & Market Commentary at: h…
1 year, 11 months ago