Chinese Tech panic selloff & other unfounded fears

Chinese Tech panic selloff & other unfounded fears

Author: John Pugliano July 28, 2026 Duration: 24:07

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

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John Pugliano hosts the WEALTHSTEADING Podcast, which moves beyond simple stock picks to explore a more complete philosophy for financial life. The conversations here are grounded in the practical realities of investing, market news, and retirement planning, but they’re woven into a broader discussion about what it truly means to build and preserve wealth over a lifetime. You’ll hear analysis that challenges conventional Wall Street narratives, alongside strategies designed for long-term resilience rather than short-term speculation. This podcast digs into how market commentary intersects with personal decision-making, aiming to equip you with a mindset as much as a methodology. It’s about cultivating that holistic lifestyle where money serves your broader goals, fostering independence and security. Tune in for straightforward talk that connects the dots between daily business events, investment psychology, and the ultimate aim of sustainable wealth.
Author: Language: en-us Episodes: 50

WEALTHSTEADING Podcast investing retirement money stock market & wealth
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