ABOUT THIS EPISODE
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/
——————————————————
English
United States
TRANSCRIPT 🔗
Are you the producer of this podcast?
Add a podcast transcript
Need Audio-to-Text?
Transcribe with Listen411 in Just 60 Seconds
SEARCH PAST EPISODES
Search past episodes of WEALTHSTEADING Podcast investing retirement money stock market & wealth.
OTHER EPISODES IN THIS PODCAST
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 & …
Episode 525
00:00 Introduction
00:53 Winning Attitude
01:00 Cynical Optimism
01:45 Focus on what works
02:05 Insurmountable problems that no longer exist
02:26 Threat of nuclear war with USSR
03:56 Oil energy crisis that wasn’t
05:21 USA world’s largest Oil producer
05:55 Stop worrying
Si…
Episode 526
00:00 Introduction
00:40 SpaceX dud IPO
02:01 Hormuz reignites
03:31 Railroad stocks outperform
05:31 Ignore the media noise
Sign up for free ALERTs & Market Commentary at:
https://www.investablewealth.com/subscribe/
——————̵…
Episode 527
00:00 Introduction
00:51 Notification of when I buy or sell a stock
01:28 Learn to identify stock trading patterns during a crisis
02:45 Stock Market rotation from Risk On to Risk Off
03:42 I sold non-core positions that are getting a bounce from Iran chaos
04:35 Raise cash and pa…
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 a…
Disclaimer: The podcast and artwork embedded on this page are from John Pugliano, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
EDIT
Thank you for helping to keep the podcast database up to date.
