SSAB - September 29, 2026

I liked yesterday’s episode, I think it was an actually valuable discussion. So much so, I might re-record it for Substack.

Is the market about to correct? Wouldn’t be a surprise at all… unless you don’t follow these things.

https://www.bnnbloomberg.ca/investing/opinion/2026/09/17/dont-fight-the-fed-opportunity-coming-up-brooke-thackray/

-Markets tend to decline in October, I’ve noted this before. Usually turns around at the end of October.

-Midterm election year

-Sixth year of Trump Presidential Cycle (meaning he can’t get re-elected): check Stock Traders Almanac or Equity Clock

-Let’s look at the Stock Tracker

-What about Bitcoin? (4-yr cycle)

-How does inflation work? Why would they target a lower inflation rate? Costs to borrow (business lending, Lines of Credit, business credit cards) go up if the Fed Funds Rate goes up, that is then passed onto the consumer which is looked at by investors (angle money?) that needs to re-figure their outlook and valuation of the company, particularly an anticipation of weaker sales, higher financing costs, and lower overall profits. Investors (big and small alike) can therefore revalue the company, sell some of their positions, hedge (with options), or reduce their own borrowing). This then can lead to a sell-off.

-In any event, lower inflation doesn’t mean lower prices BUT… it can mean more sales! That is, a cheaper competitor can move in, the company can run a discount, etc.

And you’re known for what you publish, so publish more! How many things can you actually do at once? (An intro to working with AI agents through the terminal.)

Donate to the show! PayPal link below!

https://www.paypal.me/stevensirski?locale.x=en_CA

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Show notes n tracks up on stevensirski.com

Transcript and more available on Google Drive: https://drive.google.com/drive/folders/1om1Geup1o6Adi-A8kTAnCf12Zo7nDkAt?usp=sharing

Newsletter over at stevensirski.substack.com

Language vlog on http://www.youtube.com/@stevenslanguagevlog

Google Stock Tracker Sheet

https://docs.google.com/spreadsheets/d/1kbpCC2cieuq23zYyr0-WznPRogVX0aS86BF4_vPvgMY/edit?usp=sharing

Hope you have a great one!!

00:00 Fruit And Naps Warning

00:43 After Work Routine

02:20 Sugar Crash And Sleep

04:14 Workout Scheduling Dilemma

06:03 Yesterday Episode Recap

06:22 Visa And Long Term Stay

08:09 AI Course Reality Check

10:28 Automating Substack Pipeline

15:05 Splitting Channels Strategy

15:56 Why This Podcast Exists

19:53 AI Tools And Workload

24:42 Automation Versus Re Recording

26:04 AI Hype And Limits

26:38 Time Horizon In China

27:27 Why Keep Publishing

28:59 AI Tools Long Game

29:31 Known For Publishing

30:38 Start Ugly Improve Later

31:35 Lifelong Podcast Archive

32:05 Market Setup And Timing

33:34 Bitcoin Cycle And ETFs

38:38 Presidential Cycle Risks

42:02 Dont Fight The Fed

46:15 Bonds Yields And Inflation

49:27 Show Notes And Sign Off