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Title: Wealthsteading Podcast – … a holistic lifestyle to build & preserve wealth
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Episode 511
00:00 Introduction
00:52 Supreme Court ruling on tariffs
02:42 Tariffs will be imposed for National Security (Section 232) & Unfair trade (Section 301)
03:03 Tariff decision reinforces DEREGULATION and Chevron ruling
03:49 AI Apocalypse mutually exclusive arguments
05:10 AI circular investing & money bu...
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 strong footing
04:41 Lam Research up over 150% past year
05:17 Ciena up 200% past year
05:27 Stupid ads on YouTube
07:25 SAAS software companies too beat up
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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Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE.
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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 companies fail.
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