About this episode

The episode discusses the implications of the Iran War on the USA economy and reviews market trends including the S&P 500 and BRICS Nations stagflation.

Episode 517 00:00 Introduction 01:31 S&P 500 Recovery 02:25 BRICS Nations stagflation 03:00 Iran chaos payback for Rare Earth Magnets? 03:15 S&P 500 Earnings are double digit 03:59 Remember DeepSeek? 04:25 Last Year’s AI selloff was a buying opportunity 05:35 SAAS selloff 06:19 Don’t bet against the USA economy  Sign up for free ALERTs & Market Commentary at:  https://www.investablewealth.com/subscribe/ ——————————————————

People in this episode

Host: John Pugliano

Topics covered

• S&P 500 Recovery
• BRICS Nations stagflation
• Iran chaos
• AI selloff
• USA economy

Keywords

• S&P 500
• BRICS
• Iran War
• Rare Earth Magnets
• AI selloff
• USA economy
• market commentary

Mentioned in this episode

Organizations: BRICS Nations, SAAS

Products: Rare Earth Magnets

Books & works: DeepSeek

Places: USA

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