WEALTHSTEADING Podcast investing retirement money stock market & wealth

Episode 339:  My mantra hasn’t changed…buy the dip.  In this episode I’ll discuss positive harbingers for the stock market, including how hotel stocks like Hilton and Marriott are outperforming the general stock market. ------------------------------------------------------

Episode 338:  The media narrative this month is that a September or October stock market correction is inevitable.  Maybe…maybe not. ------------------------------------------------------

Episode 337:  The title says it all. When the Federal Reserve starts to taper their monthly bond purchases, it doesn't mean they'll actually start to retire debt and reduce their balance sheet. ------------------------------------------------------

Episode 336: Small Caps & ReOpening Trade stocks have been underperforming…but I remain optimistic and continue to “buy the dip”.  The two factors that are driving the most fear right now are mutually exclusive- 1) ReOpening slowdown due to COVID Delta Variant & 2) Federal Reserve tightening the money supply by tapering next month.  Logic dictates that these two events can’t happen simultaneously, because if the economy is slowing, then the FED won’t taper. ------------------------------------------------------

Episode 335:  These 5 stocks have been part of my COVID90 ReOpening trade since Oct 2020, they’ve done extremely well, but because of concerns over the Delta Variant they’ve recently pulled back.  Based on their chart patterns, I think they’re at good entry level buy points.  LYFT; EVENTBRITE; TRIPADVISOR; TRIVAGO & MAGNITE. Pay attention to the RATIONALE of why I own these stocks and how I focused on DIGITIZATION rather than traditional capital intensive travel companies like Airlines & Cruise Ships. ------------------------------------------------------

Episode 334:  Since August 2020 the S&P 500 has climbed a COVID wall of worry consistently putting in new record highs.  I expect that to continue, with temporary bouts of turbulence, along with limited upside potential as we close out 2021.  However, I think vast amounts of opportunity still exist in the more value oriented, cyclical and ReOpening favored stocks that have taken a dip on fears of COVID Variants.  In this episode I’ll also discuss the difference between investing and speculation. ------------------------------------------------------

Episode 333:  I think Oil stocks have farther to run as the threat of COVID Variants subsides.  In this episode I mention my Oil positions. ------------------------------------------------------

Episode 332:  Don’t fall for the hysteria that Wells Fargo’s recent action to end personal lines of credit loans is the “tip of the iceberg” and that the US banking system is about to collapse.   It’s all nonsense designed to fool the gullible. ------------------------------------------------------

Episode 331:  Throughout your life, you’re going to deal with people that try to stop or inhibit your progression.  Whether it’s advancement in your career, your wealth journey, or simply in your efforts to improve yourself.  I call these people “Envious Karens”; those type people that just can’t mind their own business. In this episode I give you a recent real life example of someone successfully overcoming KAREN imposed roadblocks.  His name is Matthew Sercely, he’s a tax advisor and you can find him at: https://www.agoristtaxadvice.com/ ------------------------------------------------------

Episode 330:  I believe the best way to build & preserve your wealth is through Diversification and Active Portfolio Management. ------------------------------------------------------

Episode 329:  The latest Media driven fear factor is that variants of Covid will squelch the economic recovery.  I think the anxiety will be short lived, just like last month’s propaganda about hyperinflation. NOTE to the Inflation Distraught:  10 Year Treasuries have dropped down to 1.3%, hardly an indicator of rampant inflation. ------------------------------------------------------

Episode 328:  Happy Independent Day as we celebrate the 7th anniversary of the Wealthsteading Podcast.  In this episode I’ll touch on the most important Wealth Building Principles (  https://www.wealthsteading.com/category/wealth-building-principle/   ) and I’ll focus on the importance of NET WORTH and how that relates to the 1st Wealth Building Principle (  https://www.wealthsteading.com/1   ):   Wealth is FREEDOM. ------------------------------------------------------

Episode 327:  Wage inflation is good for those that are productive.  That’s because inflation is price beneficial to all appreciating assets, which includes productive employees and companies.  If you’re a quality high performing employee, then you should be using the pressures of wage inflation to secure a pay raise.  But you probably won’t get it unless you ASK for it.  So make sure your achievements are being recognized and then aggressively ask for the pay increase that you rightly deserve. For more information about getting RECOGNIZED as an employee or small business, please listen to my recent interview with Nicole at the Living Free in Tennessee Podcast: https://www.livingfreeintennessee.com/2021/05/12/get-recognized-with-john-pugliano/ ------------------------------------------------------

Episode 326:  The subtitle to this episode could be: Why lumber prices are so high but timber prices are so low. Bottom line, the media narrative of hyperinflation is much ado about nothing.  Over the short term, I don’t see the FED raising interest rates nor curtailing easy monetary policy.  Transitory inflation is being caused by short term shortages, not long lasting scarcity. The “experts” were wrong in 2018 when they said the “inverted yield curve” would cause a recession, and they’re wrong now about hyperinflation.   For a historical perspective, listen to this episode from October 2018:  https://www.wealthsteading.com/276 ------------------------------------------------------

Episode 325: A lot of the financial news coverage is negative focusing on shortages and price & wage inflation.  But technically I think the major indexes are performing well and a great deal of opportunity still exists in the ReOpening Stocks.  ------------------------------------------------------