Google isn’t having a Kodak Moment

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 cannibalized and thrived 11:59 Intel invested in buybacks rather than fabs of the future 16:08 Google’s spending is existential, cannibalizing search to build AI 19:30 Google is winning: Cloud up ~100% yoy 21:38 I probably own less Google than you- beware S&P 500 concentration 25:23 DIP: Digitization Infrastructure and Parts Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 10:00 – Economic Benefits of Higher Interest Rates 12:15 – The “333 Plan” & Rate Outlook 15:00 – Market Adaptation & Shift in White-Collar Jobs 17:45 – Debunking the “Bond Vigilantes” & Global Yields 21:30 – Oil Price Disruption & Refuting Stagflation 24:45 – Personal Action Strategy Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 Stocks 09:04 Nucor 09:59 Texas Instrument & Intuitive Surgical 10:59 Growth Adjusted Value Stocks 14:56 AAII investor sentiment survey 20:21 Investor Sentiment is bearish but Cash Reserves are low 22:30 Deregulation 24:26 Broadening Market Equal Weight 26:47 2018 downturn 27:56 Data Center Hate 28:46 Government Debt versus Government Assets 30:20 Interest rates and diesel aren’t the only record highs 31:19 Reindustrializing USA 32:28 Nuclear deregulation 33:59 Natural Gas bridge to Nuclear energy 34:58 Midterms are meaningless to long term stock market performance Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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: flatten the curve & wear a mask Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 our overall analysis and takeaways remain completely spot-on, please disregard the individual figures mentioned. 00:00 Introduction 00:36 Tom Selleck shirt 01:39 Correlation is not Causation Follow up 05:00 News Headline Fears 06:30 S&P 500 08:43 NASDAQ 11:06 Technology Stocks 19:26 Copper Mines 20:10 Railroads 22:09 Heavy Equipment 24:28 Aerospace 25:27 SAAS Watch the VIDEO Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 $ZBRA 13:23 $GSAT Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 08:28 AI Bubble and Circular investing 13:57 Extreme daily stock price volatility 17:36 Sold Anheuser Busch InBev $BUD Watch the VIDEO Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 Utility 11:20 Is this a Tech Bear Market? 17:57 DotCom Bubble 2.0? 21:14 Nvidia has better valuation than Costco & Walmart and most of &P 500 Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

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 China’s Moonshot AI 16:41 Regional Bank update Watch the VIDEO Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————