2026 Great Rotation: AI Profits are Flooding into Regional Banks

Episode 514  00:00 Another panic selloff 00:46 Live YouTube Q&A session April 1, 4pm eastern 01:44 Realpolitik perspective on markets & life 03:11 Real Estate is just as unstable as the stock market 04:50 You’re not a serious investor… 04:43 Gloom & Doom always loses especially when correct 06:15 Three GENERATIONAL trends that favor the USA stock market Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 513  00:00 Introduction 01:04 Some of Mag7 on sale 01:54 Panic Trade 03:00 Why attack Iran now? 04:00 Oil going to $250/barrel? 05:01 Gold & Silver down but US$ up 06:52 Gold down 22% 07:06 Silver down 40% 7:40 Digitization Trade 9:15 Double digit earnings growth 11:42 Surprise Google look-a-like Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 512  00:00 Iran conflict from a cynically optimistic contrarian viewpoint 00:39 Spike in Oil is less severe than media narrative  01:17 S&P 500 turbulent but only slightly off highs 01:46 Higher Oil prices are benefiting USA chemical companies 02:24 Long Term investing advantage- losses are limited, gains are infinite 02:55 Historical perspective- USA problems in 1968 04:57 Old threats like USSR don’t exist but good S&P 500 companies still do 06:10 Opportunities that emerged from Cold War era 06:54 Media profits from gloom & doom 07:11 Media negativity blinds you from seeing today’s opportunities Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 burn 05:48 AI disrupting SAAS software companies 07:31 Kodak disruption was good for the economy 08:34 Skilled Labor won’t be replaced by automation 09:17 AI Apocalypse of EVERYTHING 10:25 AI flaw- it’s trained on marketing propaganda 11:34 AI can’t predict the future 12:52 PROSPERITY- technology reduces variable cost 14:32 AI will create more winners than losers 15:23 AI Apocalypse media narrative is foolishly CORRECT Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 07:50 Regional Banks are the early warning signal of the economy Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 509 I don’t usually invest in commodities, I’d rather own the value add companies within the commodity supply chain. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 508 My portfolio holds an overweight position in Regional Bank ETF KRE. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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. Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 506 Venezuela oil is all over the news, which stocks should you buy, sell or hold? Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

Episode 505  The title says it all.  Happy New Year! Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————