John Pugliano
24 episodes listed below
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... a holistic lifestyle to build & preserve wealth
Based on 6 episodes we listened to · September 2026
John Pagliano links market narratives to corporate profits, policy incentives and business quality, offering a direct framework for stock selection.
John Pagliano treats market anxiety as a claim to test against profits, liquidity and corporate positioning. Speaking alone as the founder and money manager at investablewealth.com, he moves between economic policy and individual companies, building an investing case rather than…
An AI bubble headline walks in; John Pagliano checks the profits before you panic-sell.
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Short reviews from the PlayNext desk, based on the episodes we processed.
A valuation-first defense of Alphabet that treats AI panic as speculation rather than settled fact.
This episode builds a straightforward bullish case for Alphabet. It pushes back on AI certainty by treating a lot of the noise as speculation, then comes back to the parts that still matter: Google's search position, the large installed base, and an ad business that is still…
A blunt case for staying selective when small caps and unprofitable names draw a crowd.
This episode makes a plain case for being selective with small cap stocks as rates move lower. John Pagliano walks through the small cap setup, points to the Russell 2000's size and risk profile, and pushes back on the habit of buying unprofitable companies just because the…
A blunt market monologue that treats AI as a sorting event, not an ending.
John Pagliano opens with the Supreme Court's tariff ruling and the market's mostly expected reaction, then turns to AI as a disruption that exposes who can adjust and who cannot.
A blunt case for protecting gains when a winner starts to weaken.
The piece uses Disney as a way into a plain investing point: a winner can stop behaving like one, and the smart move may be to take the profit while the run still has life.
A blunt industrial policy argument that treats U.S. consumption as the real scoreboard.
John Pagliano treats industrial policy like a balance sheet, not a civics lesson. He links tariffs and limits on U.S. technology into one argument, then keeps bringing the focus back to where the money lands: the last buyer, the U.S.
A market-first AI bubble case built on profits, cycle timing, and Jabil.
This episode takes the AI bubble debate from a market angle, keeping its focus on profits, business cycle timing, and where the money is actually landing.
A wry 2026 market case built on liquidity, stability, and staying invested.
Episode 505 makes a wry case that stocks still have room to run in 2026. Liquidity and market calm do most of the work, with a friendlier Trump backdrop helping keep the tape from getting too rattled.
A scoreboard-first case that brushes aside recession fear and follows spending toward the upper end.
John Pagliano argues that the talk of an AI bubble bursting, or a recession arriving soon, is getting ahead of the numbers. He treats the moment like a scoreboard instead of a mood check: the stock market keeps climbing, U.S.
Demetri Kofinas interviews specialists on geopolitics, energy markets, AI, and finance at length.
BBC's daily business show, from toy-industry founders to Anthropic's Pentagon standoff.
Host John Pagliano analyzes why the Federal Reserve's composition is shifting to become 'Trump-friendly' by 2026 due to staggered term expiries, arguing this will lead to pro-growth, accommodative monetary policy.
The host argues that current global panic presents a buying opportunity for the MAG-7 stocks, based on long-term confidence in the U.S.
The host discusses holding investments in banking sector ETFs despite concerns about a proposed credit card interest cap and addresses listener questions about potential live Q&A sessions.
Host John Pagliano discusses market performance, portfolio management, and wealth preservation strategies with his son Joe.
John Pagliano discusses investment opportunities in oil stocks following Venezuela's crisis and analyzes Trump's new housing policies aimed at boosting economic liquidity and affordability.
Host John Pagliano discusses the stock market's resilience amid geopolitical tensions with Iran, framing it as an investment opportunity.
John Pagliano opens with holiday greetings and a family note, then moves straight into the AI bubble question.
Industrial policy is the trade Pagliano wants investors watching in 2026.
John Pagliano argues that Warren Buffett and Berkshire Hathaway’s continued Apple selling reflects portfolio management, not necessarily a negative long-term view of Apple.
Host John Pagliano addresses concerns about buying at a market top, arguing that with diversification and a long-term outlook, investors can still succeed.
Host John Pagliano analyzes a recent one-day panic on Wall Street, discussing market resilience, high valuations, and his investment strategy of holding stocks while building cash reserves.
Host John Pagliano discusses the S&P 500 being in a correction that is hidden by index distortions, analyzing market trends since June and underlying stock performance to advise on buying opportunities.
Host John Pagliano argues that while the media's AI apocalypse narrative is correct, it's actually positive news about technological progress reducing costs and increasing prosperity.
Host John Pagliano analyzes the recent stock market surge driven by expectations of Fed rate cuts, arguing why such cuts may be limited, delayed, or ineffective.
Host John Pagliano explains his decision to sell his Disney stock, using it as a case study to teach listeners how to identify and profit from business cycles in blue-chip companies plagued by bad management.
John Pagliano warns investors about the dangers of unprofitable 'zombie' companies within small cap stocks, revealing that 38% of Russell 2000 companies have never been profitable.
John Pagliano opens with a fast market review as the year winds down.
Host John Pagliano is joined by his son Joe to provide four practical strategies for approaching college as a wealth-building tool, not just an educational milestone.
Host John Pagliano makes a detailed investment case for Alphabet (Google), arguing against mainstream fears about AI competition and antitrust regulation.
John Pagliano argues that artificial-intelligence spending is real, improving productivity, and differs from the dot-com bubble because companies on both sides of the AI market are profitable.
John Pagliano, host of the Wealth Studying Podcast and founder of investablewealth.com, argues that sound corporate earnings, GDP growth, and 2026 liquidity could support double-digit market returns.
Host John Pagliano discusses the resilience of the U.S.