Wealthsteading Podcast
von John Pugliano
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Google isn’t having a Kodak Moment
Google isn’t having a Kodak Moment
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... a holistic lifestyle to build & preserve wealth
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- Google isn’t having a Kodak Moment · 27 Min.Episode 537 00:00 Introduction 02:03 Part 1 of AI-bubble series, driven by listener questions 04:58 Google is not having a Kodak moment 05:59 Kodak’s Kodak Moment 09:11 Swatch…
- Interest Rates are not high- they’re NORMAL · 25 Min.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…
- Stock Market: Party like it’s 2017-GARDEN PARTY · 38 Min.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…
- AI CEO gaslighting: flatten the curve & wear a mask · 6 Min.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…
- HORMUZ chokepoint: Tech Stocks still outperform · 31 Min.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…
- Don’t be FOOLED: Correlation is Not Causation · 10 Min.Episode 532 00:00 Introduction 00:20 Correlation is Causation Illusion 03:15 Correlation is not Causation Story 09:15 Market Assessment Watch the VIDEO Sign up for free ALERTs &…
- AI Infrastructure Stocks & NOT · 15 Min.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…
- Another S&P 500 record high that Ray Dalio hates · 21 Min.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…
- Chinese Tech panic selloff & other unfounded fears · 24 Min.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…
- Warren Buffett evolving view on Tech & Google · 19 Min.Episode 528 00:00 Introduction 00:31 Has Warren Buffett changed his view on Technology Stocks 06:18 Warren Buffett philanthropy 08:47 Berkshire Hathaway large cash position 13:14…
