The Real Investment Show Podcast
3,479 episodes — Page 32 of 70
So Far No Signs of Pending Crash (2/7/23)
HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw (2/6/23) President Joe Biden delivers his second State of the Union Address: Will he touch on Inflation (and whose responsibility is that)? Will Fed Chairman Jerome Powell correct misperceptions about his comments on Monetary Conditions? What are possible market outcomes? So far, no signs of imminent crash. Market Technicals will give signals of what is to come; why it's good more investors are expecting a "soft landing" vs Recession; Jim Rickards & John Hussman: Betting on valuations that aren't there. How to counter-balance negativity and optimism. Technicals drive short-term markets; fundamentals drive long-term. Chipotle's Report from The World's Most Expensive Burrito; wrapping up most of S&P reporting this week. SEG-1: State of the Union Preview: Who's Really Responsible for Inflation? SEG-2: Technicals Say No Crash Imminent SEG-3: Market Technicals Signal What is to Come SEG-4: Technicals vs Fundamentals for The World's Most Expensive Burrito Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=2gCZLCuWx5I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Is It Time for the Ten Year Treasury?" is here: https://www.youtube.com/watch?v=74nZ8bo0epc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Will Low Unemployment Cancel the Fed's Pause?" https://www.youtube.com/watch?v=Penlpm_WB_s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- Articles mentioned in this podcast: "Turmoil Lurks Around The Corner" https://realinvestmentadvice.com/turmoil-lurks-around-the-corner -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #FedPause #InterestRates #MarketFundamentals #MarketTechnicals #John Hussman #JimRickards #Markets #Money #Investing
Is It Time for the Ten Year Treasury? (2/7/23)
(2/7/23) Markets are flat in anticipation of today's speech by Fed Chairman Jerome Powell, who is expected to provide some clarification of his stance on financial conditions. Markets had interpretted his remarks as a green light to run prices higher. Monetary conditions matter because improving conditions allow investors, businesses, and consumers to operate more easily in the economy. The resulting economic growth would therefore lead to a resurgence in inflation. This is coming on the heels of a report showing the lowest unamployment in recent memory, also giving concern to the Fed about rising inflation. We're getting lots of mail asking whether the time is right to buy 10-year Treasuries. Bonds have had a decent run recently, and both Stock and Bond markets are closely correlated. Bonds are still on a sell-signal, but we anticipate an opportunity soon for buying bonds. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=74nZ8bo0epc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #MonetaryConditions #InterestRates #BondMarkets #Markets #Money #Investing
Will Low Unemployment Cancel the Fed's Pause? (2/6/23)
(2/6/23) The current market is not unlike that ill-fated Chinese balloon shot out of US skies over the weekend: Markets are over-inflated with insufficient technical "lift" (January Jobs report) to sustain current prices. The problem with last month's "promising" numbers is that they're subject to massive revisions. Low employment means the Fed is nowhere near a pause, much less a pivot, and markets are now predicting two additional Fed rate hikes this year. The Saga of The Roberts' Family Weekend Drama; why Jim Rickards' bearishness and worst-case scenario drama will never happen: Economics adjust and markets price-in the outcome. Biding in real estate: There is no housing crash coming; cash is cushioning end-of-the-world scenarios. Zero-DTE & Investors focusing on when the Fed may pause; fundamentals do not support current market optimism; Apple, Meta reports are of poor quality. Beyond Beyond Meat and YouGov poll on percentage of population who are vegan: Does not support business model. Valuations matter; it's easy to buy, but don't forget to sell. SEG-1: Is the Market Like a Chinese Balloon? SEG-2: Family Drama & Jim Rickards' Gloom & Doom SEG-3: The Worst Possible Outcome? SEG-4: Beyond Beyond Meat & Valuations Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=Penlpm_WB_s&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "Is the Market About to Be Shot-down?" is here: https://www.youtube.com/watch?v=to8exkU-sMw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=6s -------- Our previous show is here: "The Rothification of Retirement Savings" https://www.youtube.com/watch?v=9pd6YYK6zoQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s -------- Articles mentioned in this podcast: "Turmoil Lurks Around The Corner" https://realinvestmentadvice.com/turmoil-lurks-around-the-corner -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #FedPause #InterestRates #ChineseBalloon #FOMO #Markets #Money #Investing
Is the Market About to Be Shot Down? (2/6/23)
(2/6/23) Markets have been a hot air balloon, not too unlike the Chinese "weather" balloon shot down over the weekend: The S&P is ahead 7.7% for the year, the NASDAQ up 14.7%! With markets this over-bought, a selloff at this point would be no surprise. This would be a good time to take some profits. Fundamentals do not support this rapid rise in the markets, which have been primarily a FOMO chase for investors hoping the Fed is going to stop hiking rates. Markets are now pricing-in two additional rate hikes for 2023. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=to8exkU-sMw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=6s ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #ChineseBalloon #InterestRates #FOMO #Markets #Money #Investing
The Rothification of Retirement Savings (2/3/23)
(2/3/23) Markets have returned in one month what they lost in 2022: If you think markets will continue to return 9%/mo. this year, you're delusional; dreams of a soft-landing: Factual or fantasy? Is AARK the New NASDAQ? Dealing with sticky inflation at 4.5 - 5%; should the Fed's realistic inflation target be 3%? We're not missing out with our barbell strategy. What would Cathie Wood do? The froth in Roth's, and the "Rothification" of retirement savings. How the Secure Act 2.0 solidifies Roth's as a mainstay of retirement savings. Candid Coffee review & preview; 529's and Roth rules. SEG-1: The Dream of a Soft Landing SEG-2: Dealing with Sticky Inflation SEG_3: WWCWD - What Would Cathie Wood Do? SEG-4: The Froth About Roth Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=mq6liz5XRdY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2733s -------- The latest installment of our new feature, Before the Bell | "How to Trade a Goldilocks Market" is here: https://www.youtube.com/watch?v=YAawFZBurrM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How to Invest in a Goldilocks Economy" https://www.youtube.com/watch?v=9pd6YYK6zoQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #StickyInflation #JeromePowell #InterestRates #SofLanding #Roth #Rothification #CathieWood #Markets #Money #Investing
How to Invest in a Goldilocks Market (2/2/23)
(2/2/23) Fed Chair Jerome Powell is more concerned about "disinflation" than financial conditions, as evidenced by the Fed's quarter-point rate increase, and shift in stance on inflation; subsequent market upside may be limited to 100-points. Disinflation vs Deflation. Ground Hog Day again, and again, and again...Fed Meeting recap: The Fed got it wrong about "transitory," and doesn't want to be wrong again. Three choices for the Fed: Hike, Hold, or Drop rates. Measuring inflation and sticky prices; how to trade markets that are not predicting recession: What if the markets are wrong? Goldilocks is the preferred forecast; theme for the year will be "Audible;" P. Phil's track record (40% correct); what market sectors are likely to perform better in a "Goldilocks" environment? Growth vs Value stocks; is the market skewing more passive vs active investing? SEG-1: The Fed's Big Shift SEG-2: Ground Hog Day & Fed Meeting Recap SEG-3: P. Phil's Prediction; Is the Market Wrong About Goldilocks? SEG-4: P. Phil's Track Record, Market Sectors to Seek in Current Climate Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=9pd6YYK6zoQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s -------- The latest installment of our new feature, Before the Bell | "How to Trade a Goldilocks Market" is here: https://www.youtube.com/watch?v=YAawFZBurrM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How Hawkish Will Jerome Powell Be?" https://www.youtube.com/watch?v=RrYLoQDK41g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #HawkishFed #InterestRates #GoldilocksMarket #GroundHogDay #PunxsutawneyPhil #Markets #Money #Investing
How to Trade a Goldilocks Market (2/2/23)
(2/2/23) We were wondering Wedednesday whether the Fed would get hawkish, based on the easing of financial conditions in the markets; they wimped out and essentially said they're not worried about financial conditions in the short term: a complete shift from previous statements at Jackson Hole last Fall, and in December's meeting, as well. that gave markets a green light to rocket up into the close. The NASDAQ looks to be ahead another 1% after Meta's earnings last night, coupled with an announced $40-B share buyback program; buy backs continue to be the main driver of the market this year. The Buyback Index is well out-performing the S&P, so far. Markets continue to push upwards into over-bought conditions, the buy-signal weakening, however, and our money flow indicator is close to turning over. Be careful chasing the market, which is entering territory that's primed for a pullback and correction. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Articles mentioned in this report: "Recession Forecasts At Odds With Bullish Formations" https://realinvestmentadvice.com/recession-forecasts-at-odds-with-bullish-formations/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=YAawFZBurrM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #FinancialConditions #Meta #Facebook #StockBuyBacks #GoldilocksMarket #Markets #Money #Investing
How Hawkish Will Jerome Powell Be? (2/1/23)
(2/1/23) It's Fed Day--just how hawkish will Jerome Powell be at this afternoon's presser? We review a brief history of financial conditions that have driven past Fed decisions. One risk to keep in mind: None of the previous Fed rate hikes have yet to show up in the financial data, and even markets are operating ahead of reality. Markets are currently behaving in a fashion that historically would be considered bullish. What you should know about moving your retirement money when you move to a new job; 401k vs IRA? Lance and Danny duke it out. More sage advice for buying eggs on the down-low; How to avoid penalties for fund withdrawals before retirement age. McDonald's Happy Meals for adults...with adult toys? SEG-1: Fed Day: How Hawkish Will Jerome Powell Be? SEG-2: Markets Are Doing Things Historically Considered Bullish SEG-3: Moving Jobs & Retirement Accounts SEG-4: Buying Eggs & Retiring Without Penalty Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=RrYLoQDK41g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell | "Bullish or Bearish: Treating the Market for What it Is " is here: https://www.youtube.com/watch?v=KeVgfYjzUKo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "It's Pre-Fed Meeting Day" https://www.youtube.com/watch?v=XArJkHRlfTw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2677s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #HawkishFed #InterestRates #BullMarket #BearMarket #ReitrementAccount #401k #IRA #Markets #Money #Investing
Bullish or Bearish: Treating the Market for What it Is (2/1/23)
(2/1/23) Jim Cramer is trumpeting the return of a Bull Market and urging dip-buying; Jim Kanos, on the other hand, says the biggest Bear Market yet is still to come, because of the shenanigans of the Federal Reserve (which ends its latest two-day meeting today; what will they say?) A valid case can be made for Cramer's view, given recent bullish technical signs. To bolster Kanos' view, one need only turn to economic history, and the probability of recession later this year, and only 2.9% GDP growth in the fourth quarter of 2022 is no encouragement, either. Oh, and there's the lagging, negative revisions of economic numbers with which to contend. Short term it's a Bull market, but regardless--we as investors should treat the markets for what they are, Bull or Bear. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Articles mentioned in this report: "Recession Forecasts At Odds With Bullish Formations" https://realinvestmentadvice.com/recession-forecasts-at-odds-with-bullish-formations/ ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=KeVgfYjzUKo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #BearMarket #BullMarket #FederalReserve #JimCramer #JimKanos #Markets #Money #Investing
It's Pre-Fed Meeting Day (1/31/23)
(1/31/23) It's pre-Fed Meeting Day, and all eyes on Jerome Powell's comments tomorrow: Markets are predicting a much lower interest rate increase than the Fed has said. "Don't fight the Fed" has been thrown out the window. FOMO now is the fear of missing the market bottom. The Fed's challenge is navigating the economy without going too far and causing recession. Markets are anticipating the Fed will give up the fight. The US Dollar is not going away; look for a Dollar rally; how it will impact Gold, Commodities, and International Markets. The Dollar provides liquidity, stability, and rule of law vs. Bitcoin, which is too volatile. The Houston housing market continues to defy national trends; Lance is outbid on a house on the market only three-days (it had a chicken coop out back!) The fact and fiction behind raising chickens for fun and profit; the real impact of inflation. SEG-1: What if the Fed Makes a Move Too Soon? SEG-2: Markets Hope the Fed Will Give up the Fight SEG-3: Dealing With the Dollar SEG-4: Buying Houses & Raising Chickens Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=XArJkHRlfTw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2677s -------- The latest installment of our new feature, Before the Bell | "Is the Dollar Set to Rally Again?" is here: https://www.youtube.com/watch?v=Li9UTRlvrM0&list=PLVT8LcWPeAuiwiJLZ3oP_26MezKj1bhsu -------- Our previous show is here: "Will the Fed Disappoint on Wednesday?" https://www.youtube.com/watch?v=ukCFBGZaMGA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Inflation #FederalReserve #USDollar #InterestRates #Housing #RealEstate #ChickenCoops #RaisingChickens #Markets #Money #Investing
Is the Dollar Set to Rally Again? (1/31/23)
(1/31/23) Many who thought the Dollar could only go in one direction (down) were dismayed when $5-trillion in liquidity injections pumped the Dollar up. Now as that liquidity is drained off of the economy, the Dollar has declined as a function of weaker markets. But, what if the Dollar were to rally again? Just as asset prices cannot move in one direction forever, so does the Dollar ebb and flow with an impact on asset prices, Gold prices, Commodity prices and International Markets. This does not mean the Dollar will necessarily rally to all-time highs, but a Dollar reversal at this point would not be surprising. Positioning has become very negative, with lots of Dollar Shorts in the market; we're expecting a counter-trend rally to about 104 on the Dollar Index. Many assets are tied to the Dollar on an inverse basis: Check out the rally in Gold in tandem with the Dollar's decline. As Gold prices and commodity prices begin to fall, watch what happens to the Dollar. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=Li9UTRlvrM0&list=PLVT8LcWPeAuiwiJLZ3oP_26MezKj1bhsu ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #USDollar #Gold #Commodities #InternationalMarkets #Markets #Money #Investing
Will the Fed Disappoint on Wednesday? (1/30/23)
(1/30/23) As January comes to a positive close, investors face a wall of worry: A cluster of moving averages are trending upward, a near-record level of cash in money markets, and what if the Fed cuts rates in July? Ah-ha, but what if the Fed raises rates this week by a half-point instead of a quarter?? What will Jerome Powell say? Philadelphian's climbing greased poles to celebrate Eagles' advance to Super Bowl 57; Louisiana Senator John Kennedy's advice on the debt crisis; the big risk to markets this week is what the Fed will say after its Wednesday meeting. Earnings Season rolls-on with typical results from lowered bars to exceed. Key question: What is the quality of earnings? Stocks w missed earnings are doing better than the over-achievers. The key inflation gauge = Money Supply (M2). Monetary Velocity = M2/GDP: How fast is money moving through the economy? Many pundits anticipating a "soft landing," vs making the case for recession. Greenspan: Wages and prices continue to rise, but at a slower pace. SEG-1: Anticipating Jerome Powell's Fed SEG-2: Greased Light Poles & Emergency Measures to Pay Bills SEG-3: What Really Matters this Earnings Season SEG-4: Money Velocity & Prescient Pundits Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ukCFBGZaMGA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Markets Bullish Despite Negative Signs" is here: https://www.youtube.com/watch?v=0QES_TCZSUs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Is Working From Home Really More Productive?" https://www.youtube.com/watch?v=kqqiabMxRHc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2672s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Inflation #FederalReserve #JeromePowell #WallofWorry #M2 #MoneySupply #VelocityOfMoney #SenJohnKennedy #DebtCeiling #Markets #Money #Investing
Will January End on a Positive Note? (1/30/23)
(1/30/23) Expectations of a "soft landing" have become much more prevalent, coupled with improving economic data and media bias, providing markets with lift. Just as the first five days of the month were positive, January looks to end on a very positive note. Going into today's session, markets are already ahead 5% for the month. Moving averages are setting up to cross positive, and the MACD signal is still in place for a "buy" mode, providing additional bullish signs. Expectations of a Fed rate hike by 25bp is already baked in, but what happens if the Fed springs for a half-percent increase? Rising asset prices are not good for the Fed, even as rising prices continue, albeit at a slower pace; inflation remains, still. However, markets seem to be anticipating an actual rate cut by July. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=0QES_TCZSUs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #BullishSentiment #FederalReserve #InterestRates #RateHike #RateCut #Inflation #Markets #Money #Investing
Is Working From Home Really More Productive? (1/27/23)
(1/27/23) Oil is the new Tech; is the Fed making a mistake with .25bp rate increases instead of .50? Is this still the 'Year of the Bond'? Richard Rosso's Davos Song; Medicare Advantage messiness; Tiny Homes on the On-Ramp; living outside the city and Texas Hill Country land prices; Working remote and productivity; termination by email; work from home time savings; "Transitory" returns to the media vernacular; inflation, eggs prices, and playset chicken coops; inflation & wage growth w little productivity. SEG-1: Is This Still the 'Year of the Bond'? SEG-2: The Song of Davos; Medicare Advantage Messiness SEG-3: Work From Home Pro's & Con's SEG-4: Inflation & Wage Growth w Little Productivity Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=kqqiabMxRHc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2672s -------- The latest installment of our new feature, Before the Bell | "Markets Bullish Despite Negative Signs" is here: https://www.youtube.com/watch?v=_gUnNXjBj1k&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Unintended (Awful) Consequences of ETF Investing" https://www.youtube.com/watch?v=o1czNgdAhPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "Contrarian Trade. Everyone Remains Bearish" https://realinvestmentadvice.com/contrarian-trade-everyone-remains-bearish/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #WorkFromHome #Productivity #BondMarket #FederalReserve #RateHikes #Inflation #MedicareAdvantage #TinyHomes #Davos #WorldEconomicForum #Markets #Money #Investing
The Unintended (Awful) Consequences of ETF Investing (1/26/23)
(1/26/23) What happened to the Market selloff? If the Fed goes "dovish" next week, the subsequent rally will be ON, and you'll have only one chance to catch it. The challenges of stock-picking in 2023 because of passive indexing. The conundrum of market volatility and the VIX "Fear Gauge;" the Zero-DTE activity surge is not measured in the VIX. The danger in next week's Fed Meeting: What Powell says afterwards. Rate hikes are expected to peter-out by May; market evolution and value investing: stretching the meaning of "Value." Unintended consequences of ETF investing is market distortion. Can a shift to more conservative portfolio's improve valuations? SEG-1: Will the Fed Go Dovish Next Week? SEG-2: Zero-DTE & the Conundrum of Market Volatility SEG-3: Will Rate Hikes Peter-out by May? SEG-4: The Unintended Consequences of ETF Investing Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=4rvzbZw9NEg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Is the Dollar Over Sold" is here: https://www.youtube.com/watch?v=o7GfNgRcmZQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How to Pay Zero in Taxes Without Cheating" https://www.youtube.com/watch?v=Pxgz5Gzz9Tc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Articles mentioned in this podcast: "Passive Value Investors Are Not Value Investors" https://realinvestmentadvice.com/passive-value-investors-are-not-value-investors -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketVolatility #ETFInvesting #ValueInvesting #FederalReserve #JeromePowell #InterestRates #DovishFed #Markets #Money #Investing
Is the Dollar Over Sold? (1/26/23)
(1/26/23) Domestic Markets on Wednesday performed a sold re-test of support, with the 50-DMA very close to crossing the 200-DMA, "The Golden Cross," suggesting higher asset prices. Markets are on a Buy-signal, but not yet exceedingly over-bought, with more room to go. International Markets have been performing well since the first of the year on the back of the Dollar. But the Dollar is over-sold, and there's a risk to international companies from the Dollar strengthening, making Dollar-based good more expensive. International markets, too, have a Golden Cross set up, with the 50-DMA in position to cross the 200-DMA. Since International's are over-bought at this point, however, we're waiting for a correction. Similarly, Emerging Markets have performed well in January, with its own Golden Cross forming, which is bullish for this sector. But Emerging Markets are extremely over-bought, and are even more sensitive to shifts in the US Economy and the Dollar because they are export-based commodity countries. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=o7GfNgRcmZQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Dollar #Currency #Commodities #Gold #EmergingMarkets #Markets #Money #Investing
How to Pay Zero Taxes Without Cheating (1/25/23)
(1/25/23) What happens at Microsoft following this week's earnings report will be very telling: Pay attention to the outlook commentary, not so much the numbers: are companies pricing-in a soft-landing vs Recession? Markets tend to "trough" 6-9 months before companies' earnings do; Corruption in Ukraine: War is profitable, peace is not. Layoffs are expanding beyond the Tech sector; the aftermath of over-hiring during pandemic. How to pay less in taxes; filing early vs amended returns; Venmo, Pay Pal 1099-k's, and paying taxes on side-hustles. How to pay zero taxes without cheating; why many have stopped working and are now "working" the system. States w highest no-income benefits. Cali is chasing taxes to Texas. Buzz Aldrin takes Bride #5 at age 93; Carson's Exes; planning ahead with proper account types; The NYSE Glitch; ChatGPT will change the world. SEG-1: Planning for "Soft Landing," Not Recession SEG-2: Layoffs Expand; How to Pay Less Taxes SEG-3: How to Pay Zero Taxes Without Cheating SEG-4: Buzz Aldrin's Marriage at 93, NYSE Glitch, & ChatGPT will Change the World Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=Pxgz5Gzz9Tc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Where Does the Dollar Go From Here?" is here: https://www.youtube.com/watch?v=8m_smnXj8Ec&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Carbon Credits Are the Scam of the Century" https://www.youtube.com/watch?v=o1czNgdAhPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=501s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #IncomeTax #ZeroTax #Microsoft #MSFT #SoftLanding #Recession #BuzzAldrin #ChatGPT #Markets #Money #Investing
Where Does the Dollar Go From Here? (1/25/23)
(1/25/23) Non-dollar denominated assets have been in vogue of late, predicated on Dollar weakness. Because most global commodities are traded in dollar-values, a stronger dollar would make those things more expensive. A weaker dollar would bode well for US exports. The weaker dollar of late has been good for Gold, too. The question is whether or not that trade has gotten ahead of itself; if the dollar continues to weaken, such trades will have legs. Fun fact: Gold has under-performed relative to US stocks, since 2009. Is that dynamic changing? It all comes back to the Dollar. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=8m_smnXj8Ec&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Dollar #Currency #Commodities #Gold #EmergingMarkets #Markets #Money #Investing
Carbon Credits Are the Scam of the Century (1/24/23)
(1/24/23) There's too much bearishness in the markets, which reminds us of a lyric from Loverboy, "Everyone's watching to see what you will do..." Markets have traded sideways since June 2022. Earnings Season is underway in earnest; what companies say is more important than the numbers they report; The WEF: It's really all about keeping the Rich rich; offsetting effects of private jet travel by buying carbon credits, the scam of the century. What if we replace income tax and the IRS with a National Sales Tax? The reality of corporate taxes, and who really pays them. Why Bill Gates is investing in Farmland. The Contrarian Trade: Everyone is bearish; Twitter poll: 75% say markets will be as is in 2023...or lower. Bob Farrell's Ten Investment Rules, #9: When all the experts and forecasts agree, something else is going to happen. When Mattress Mac makes a bet. SEG-1: The "Loverboy" Market SEG-2: Carbon Credits and National Sales Tax SEG-3: Why Bill Gates Buys Farmland SEG-4: The Contrarian Trade Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=o1czNgdAhPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Markets Bullish Despite Negative Signs" is here: https://www.youtube.com/watch?v=_gUnNXjBj1k&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Why Small Businesses Are More Optimistic" https://www.youtube.com/watch?v=mGWC75wV3nY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "Contrarian Trade. Everyone Remains Bearish" https://realinvestmentadvice.com/contrarian-trade-everyone-remains-bearish/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CarbonCredits #NationalSalesTax #Davos #WorldEconomicForum #ESG #BillGates #BobFarrell #Markets #Money #Investing
Markets Bullish Despite Negative Signs (1/24/23)
(1/24/23) A declining trendline is being met by a rising trendline of lows from the bottom of the market, established back in October. The compression of prices coincided with an inverse head-and-shoulders bottoming-pattern, setting up markets for a bullish advance. All of this flying in the face of conventional market wisdom: Everything's bad this year, we're going to have a recession, and earnings are going to slow down, the Fed's hiking interest rates, and we've got inflation...and in the midst of all this negativity, the markets have been putting in a much more bullish picture, bringing us to a critical juncture. Markets yesterday broke out of the 200-DMA and that declining trend line, and in the words of Loverboy's "Working for the Weekend," 'everybody's looking to see what it does now.' Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=_gUnNXjBj1k&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketTechnicals #200-DMA #50-DMA #PricePressure #MarketConsolidationi #MarketCatalyst #Markets #Money #Investing
Why Small Businesses are More Optimistic (1/23/23)
(1/23/23) Despite a Fed focused on hiking rates beyond 5%, Treasury Markets are calling for a different scenario, which could result in a softer approach by the FOMC. What is the impact on Google, Microsoft, and Bing from ChatGPT? Markets are forming bottoms with higher lows. What's the linkage between increasing middle-aged suicides and not going to church? what happens with a negative view and no hope. NFISB survey: why business expectations are improving; how bad will recession really be? The Debt Ceiling showdown this week & the $1Trillion coin: the issue of default is ludicrous. The problem with minting more money: Inflationing Inflation (what was the original intent of a debt ceiling?) LNG and Climate Change: Carbon Credits are the modern-day equivalent of Catholic Indulgences; ESG's: Virtue is great until you get to the bottom line. Preview of our next rant: The Effect of Income Tax on Corporations, and who really pays. SEG-1: Managing Expectations: Treasury Market vs the Fed SEG-2: The Risk in One-sided Bets SEG-3: Debt Ceiling Showdown vs $1-Trillion Coin SEG-4: Carbon Credits & Catholic Indulgences Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=mGWC75wV3nY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Will Markets Break Above the Downtrend?" is here: https://www.youtube.com/watch?v=zn6PzGI3PhM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Digesting the Secure Act 2.0" https://www.youtube.com/watch?v=xoxfL-yp3Tc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=771s -------- Articles mentioned in this podcast: "Treasury Bonds FAQ:" https://realinvestmentadvice.com/treasury-bonds-faq "The "Pain Trade" Is Higher For Now" https://realinvestmentadvice.com/the-pain-trade-is-higher-for-now/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #DebtCeiling #InterestRates #RateHikes #Recession #Inflation #NFISB #CarbonCredits #ESG #Markets #Money #Investing
Will Markets Break Above the Downtrend? (1/23/23)
(1/23/23) Markets sold off last week on new the Fed will continue to hike interest rates above 5%. Markets found support at the 50-DMA/100-DMA crosover. Markets rallied on Friday back up tto the 200-DMA, and futures are pointing higher this morning. Market technicals are improving, despite negative sentiment. A trend of rising lows all the way back from October, and the downtrned line goes all the way back to the highs of January 2022. That price pressure is consolidating right at the 200-DMA. If markets can break above the downtrend and the 200-DMA, there is a real possibility of markets can advance to 4,200; all we need is a catalyst. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=zn6PzGI3PhM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #MarketTechnicals #200-DMA #50-DMA #PricePressure #MarketConsolidationi #MarketCatalyst #Markets #Money #Investing
Digesting the Secure Act 2.0 (1/20/23)
(1/20/23) The basics of Estate Planning: How to begin? The confusion in Required Minimum Distributions (RMD); Why the Roth is not going away; excess 529 transfers to Roths. SEG-1: Estate Plan Basics SEG-2: The Laughable Price Index (LPI) Digesting the Secure Act 2-0 Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch the full shows from which these excerpts were taken: "What's Parked in Your Financial Garage?" https://www.youtube.com/watch?v=N58UFyUmhjI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=4&t=2875s "How Secure is Your Retirement?" https://www.youtube.com/watch?v=Hh58lKnK560&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=9&t=3025s -------- The latest installment of our new feature, Before the Bell | "What Today's CPI Print Means," is here: https://www.youtube.com/watch?v=NwSJhlnAXzc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #EstatePlanning #InvestorRegrets #JanuaryFakeout #PrinceHarry #JanetYellen #JeffBeck #LisaMariePresley #ArethaFranklin #Markets #Money #Investing
The Fed Calls for More Rate Hikes (1/19/23)
(1/19/23) The Fed Whisperer says there are more rate hikes coming, despite the weight of inflation on markets & the economy. Retail Sales in December were off more than 1% (and 70% of the economy is consumer-driven). Stil to come will be the recessionary effect on earnings, as well as the lag effect of rate hikes. Debt Ceiling Deadline: There will be no default; the Crypto crunch; meanwhile, the same Fed rhetoric: More Rate Hikes to come. When will the Fed stall, and for how long, before the "pivot?" Where to invest as the Fed continues? The Value of the US Dollar: A weaker dollar is better for Commodity purchases; bonds and stocks are pricing-in a Goldilocks environment; stocks vs ETF's? The issue of volatility is what hampers Crypto-currency; the Yen and Yuan swing +/- 2% in one day! Gold vs Dollar theories. SEG-1: The Fed Whisperer: More Rate Hikes Coming SEG-2: Why There Will Be No Default SEG-3: Where to Invest as the Fed Continues Rate Hikes SEG-4: Is the End of the Dollar Impossible? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=WRBozglgA_Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Has Inflation Already Been Beaten?" is here: https://www.youtube.com/watch?v=HxKWW2vFu7U&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "ETF's vs Stocks: Where are the Investing Opportunities this Year?" https://www.youtube.com/watch?v=UkOoIAE7EV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this podcast: "Treasury Bonds FAQ:" https://realinvestmentadvice.com/treasury-bonds-faq "The "Pain Trade" Is Higher For Now" https://realinvestmentadvice.com/the-pain-trade-is-higher-for-now/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #USDollar #InterestRates #RateHikes #Recession #Inflation #InvestingOpportunities #Markets #Money #Investing
Has Inflation Already Been Beaten? (1/19/23)
(1/19/23) The Fed says rates have to keep going up, with no "pivot" in sight, a stance reiterated by two Fedsters contending erates need to be above 5%. However, inflation has been running at about the Fed's target rate of 2% over the past few months. Has the Fed gone too far, and now in jeopardy of creating more economic problems down the road? December Retail Sales would indicate so, off +1% for the month, Manufacturing data suggests that part of the economy already is in a recession, and the ISM Services Index is signaling contraction is underway...suggesting the economy is already far softer than the Fed would imagine. Despite the poor economic news, the Fed is doubling down on "no pivot" anytime soon. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=HxKWW2vFu7U&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Inflation #RetailSales #Manufacturing #FederalReserve #InterestRates #RateHikes #FedPivot #Markets #Money #Investing
Where are the Investing Opportunities this Year? (1/18/23)
(1/18/23) Markets are doing exactly the opposite of what the Federal Reserve would like, creating an investor dichotomy: Investors are optimistic, despite worrisome economics; earnings and outlooks are weaker. The "new" 60/40 Portfolio; the Bank of Japan's economic theories clash with reality; what's the possible effect on oil from China's GDP "results?" Deciding between Stocks and ETF's in a volatile market; College classes for stock picking are teaching gabling, not investing; financial literacy in Florida; new math vs old math and metric cars. Where are the opportunities for investors this year? China's Demographic Challenge; some "non-electable" solutions for Social Security SEG-1: Investor Dichotomy: Markets Defy the Fed SEG-2: BOJ Economic Theory vs Reality SEG-3: Stocks vs ETF's, Financial Literacy, Math, & Cars SEG-4a: Where Are Investing Opportunities this year; SEG-4b: China's Demographic Challenge SEG-4c: What's Wrong w Social Security? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: youtube.com/watch?v=UkOoIAE7EV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Futures Pointing Higher this Morning," is here: https://www.youtube.com/watch?v=kzyZrpSH4Mo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Truth About the Debt Ceiling" https://www.youtube.com/watch?v=uAZsLKX8boA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "Treasury Bonds FAQ:" https://realinvestmentadvice.com/treasury-bonds-faq "The "Pain Trade" Is Higher For Now" https://realinvestmentadvice.com/the-pain-trade-is-higher-for-now/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #InvestingOpportunities #FinancialEducation #BankOfJapan #Demographics #ChinaGDP #EarningsSeason #Markets #Money #Investing
Futures Pointing Higher This Morning (1/18/23)
(1/18/23) Zero Days to Expiration (DTE) Options have become a large part of the daily trading of options in the markets: Investors buying options on stocks with less than one-day to maturity, essentially betting on market movement. This also creates movement in the underlying stocks, primarily those that have been beaten down over the last year. We look at Marathon Digital as an example (MARA Nasdaq). All this to explain some of the volatility being seen now in the market. The market rallied about the 200-DMA on Tuesday. Futures are pointing higher this morning, and a confirmation above the 200-DMA would be a bullish sign suggesting pries are going to continue to move up. And, while there is still some bearish sentiment afoot, there is also some improvement in the bullish technical set up, suggesting that October could very well have been the low for the market. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=kzyZrpSH4Mo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #DTE #FuturesOptions #MarketVolatility #MarathonDigital #MARA #200DMA #Markets #Money #Investing
The Truth About the Debt Ceiling
(1/17/23) Markets continue to rally despite the Fed's intentions; will the next FOMC Meeting spell the last of the Fed's rate hikes? Raising the Debt Ceiling (hey, why even have one??) vs government shutdown, and why that wouldn't be such a bad thing, really; the pain trade and statistical precedent; the truth behind government debt and the political kabuki theatre that is the Debt Ceiling argument. Again. Watch for accounting tricks as Big Banks report quarter to quarter: What happens to loan loss reserves when they're not as bad as predicted? Why we call it "millennial" earnings season: Lowering the bar to beat, and participation trophies all around. SEG-1: Will the Next FOMC Meeting Set the Last Rate Hike? SEG-2: The Pain Trade SEG-3: Debt Ceiling & Political Kabuki Theatre SEG-4: Millennial Earnings Season Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=uAZsLKX8boA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "The Pain Trade is Higher," is here: https://www.youtube.com/watch?v=dewNN-MUh68&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The 118th Congress: A Return to the Basics?" https://www.youtube.com/watch?v=N58UFyUmhjI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this podcast: "The "Pain Trade" Is Higher For Now" https://realinvestmentadvice.com/the-pain-trade-is-higher-for-now/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #DebtCeiling #PainTrade #FOMC #InterestRates #PoliticalKabukiTheatre #EarningsSeason #Markets #Money #Investing
The Pain Trade is Higher (1/17/23)
(1/17/23) Markets continue to rally into January after a negative year of returns, a sort-of Santa Rally, and a positive January Indicator. Such positive trifectas would suggest higher market prices for 2023. We're thinking that over the next 90-days or so, the pain trade could be higher. It's all about possibilities vs probabilities. The MACD Signal has turned positive, our weekly indicators have also turned positive, and the market is now wrestling with a rise above the 200-DMA. The big issue for the markets through the year will be earnings and profit margins, and whether they'll have to adjust lower through the year. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=dewNN-MUh68&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #PainTrade #Trifecta #SantaClausRally #JanuaryIndicator #Markets #Money #Investing
RIS 1-16-23 Monday MLK Best-of Show
(1/16/23) What was the McCarthy Speakership really all about? Are we seeing a reversion to pre-Obamamian rules in Congress: No more omnibus bills, and no more stimmie checks, either. Why there's a viable risk for lower earnings this year. The new Congress is considering de-funding all those additional IRS Agents; meanwhile, the IRS is helping cope with Inflation by raising the standard deduction: Do you know your effective tax rate? Who really pays taxes...and who doesn't? Why the US has the highest rate of wealth redistribution. SEG-1A: The Fiscal Pig in the Economic Python SEG-1B: The Real Issue Behind the McCarthy House Speakership SEG-2: How IRS is Helping Cope w Inflation Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch the full shows from which today's segments were taken on our YouTube channel: "How the IRS is Helping You Cope with Inflation" https://www.youtube.com/watch?v=JjaN_zvTl40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2670s "Reverting to pre-Obamain Rules in Congress" https://www.youtube.com/watch?v=PuzcZVPecjc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1903s -------- Subscribe to our new feature, Before the Bell: https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw -------- Articles mentioned in this podcast: "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #118thCongress #IRS #Inflation #Recession #Markets #Money #Investing
RIS 1-16-23 Monday MLK Best-of Show
(1/16/23) What was the McCarthy Speakership really all about? Are we seeing a reversion to pre-Obamamian rules in Congress: No more omnibus bills, and no more stimmie checks, either. Why there's a viable risk for lower earnings this year. The new Congress is considering de-funding all those additional IRS Agents; meanwhile, the IRS is helping cope with Inflation by raising the standard deduction: Do you know your effective tax rate? Who really pays taxes...and who doesn't? Why the US has the highest rate of wealth redistribution. SEG-1A: The Fiscal Pig in the Economic Python SEG-1B: The Real Issue Behind the McCarthy House Speakership SEG-2: How IRS is Helping Cope w Inflation Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch the full shows from which today's segments were taken on our YouTube channel: "How the IRS is Helping You Cope with Inflation" https://www.youtube.com/watch?v=JjaN_zvTl40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2670s "Reverting to pre-Obamain Rules in Congress" https://www.youtube.com/watch?v=PuzcZVPecjc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1903s -------- Subscribe to our new feature, Before the Bell: https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw -------- Articles mentioned in this podcast: "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #118thCongress #IRS #Inflation #Recession #Markets #Money #Investing
RIS 1-16-23 Monday MLK Best-of Show
(1/16/23) What was the McCarthy Speakership really all about? Are we seeing a reversion to pre-Obamamian rules in Congress: No more omnibus bills, and no more stimmie checks, either. Why there's a viable risk for lower earnings this year. The new Congress is considering de-funding all those additional IRS Agents; meanwhile, the IRS is helping cope with Inflation by raising the standard deduction: Do you know your effective tax rate? Who really pays taxes...and who doesn't? Why the US has the highest rate of wealth redistribution. SEG-1A: The Fiscal Pig in the Economic Python SEG-1B: The Real Issue Behind the McCarthy House Speakership SEG-2: How IRS is Helping Cope w Inflation Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch the full shows from which today's segments were taken on our YouTube channel: "How the IRS is Helping You Cope with Inflation" https://www.youtube.com/watch?v=JjaN_zvTl40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2670s "Reverting to pre-Obamain Rules in Congress" https://www.youtube.com/watch?v=PuzcZVPecjc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1903s -------- Subscribe to our new feature, Before the Bell: https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw -------- Articles mentioned in this podcast: "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #118thCongress #IRS #Inflation #Recession #Markets #Money #Investing
What's Parked in Your Financial Garage? (1/13/23)
(1/13/23) "At the end, all we are are our stories:" A deep-dive into the process of starting and completing an Estate Plan. It's not for you, it's for your family. Bank earnings & interest rates; what's parked in your financial garage? The lives & deaths of the rich & famous: Jeff Beck, Lisa Marie Presley, Aretha Franklin's estate (non)planning: How to achieve immortality. What about your online legacy? Prince Harry's astounding book sales; The basics of Estate Planning: How to begin? The Best Toys in childhood: Appliance boxes. Investors' regrets from 2022: the January Fakeout. Inflation will be "sticky" for a while. The problem of investing in Crypto: What are the fundamentals? SEG-1: Bank Earnings, Estate Planning SEG-2: What's Parked in Your Financial Garage? SEG-3: Prince Harry & Estate Plan Basics SEG-4: Investors' Regrets from 2022 Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=N58UFyUmhjI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- The latest installment of our new feature, Before the Bell | "What Today's CPI Print Means," is here: https://www.youtube.com/watch?v=NwSJhlnAXzc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Anticipating CPI and the Fed's Reaction" https://www.youtube.com/watch?v=godP5FLO3sU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Articles mentioned in this podcast: "Three Paths for 2023" https://realinvestmentadvice.com/three-paths-for-2023 "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #EstatePlanning #InvestorRegrets #JanuaryFakeout #PrinceHarry #JanetYellen #JeffBeck #LisaMariePresley #ArethaFranklin #Markets #Money #Investing
Anticipating CPI and the Fed's Reaction (1/12/23)
(1/12/23) A positive start to January completes a bullish trifecta for markets, including a modest Santa Claus rally and negative returns for 2022. Anticipation of today's CPI print (clocking in with a 6.5% increase over last year, but a 0.1% decrease from the prior month) sets the stage for the Fed's next move...and markets' response. The Fed wants to see a trend towards 2% inflation. Why a pivot is different from a pause. There are three potential responses by the Fed. What about a "soft landing?" Why would the Fed cut rates if things are "fine?" The two factors of inflation; factors driving commodity prices; where do investors go next? Be prepared for an "audible" call, because 'crazy' happens all the time. Defining "Value:" trading cheap. Where to invest in case of Recession: comparing McDonald's to our 'mystery company' (Amazon); understanding Value & value-traps. The dark side of ETF's. SEG-1: The Financial Trifecta vs What the Fed Wants to See SEG-2: A Pivot is Different from a Pause SEG-3: What About a "Soft Landing?" SEG-4: Where to Invest in Case of Recession? Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=godP5FLO3sU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Today's installment of our new feature, Before the Bell | "What Today's CPI Print Means," is here: https://www.youtube.com/watch?v=NwSJhlnAXzc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How the IRS is Helping You Cope with Inflation" https://www.youtube.com/watch?v=JjaN_zvTl40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=4s -------- Articles mentioned in this podcast: "Three Paths for 2023" https://realinvestmentadvice.com/three-paths-for-2023 "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #FederalReserve #Recession #Markets #Money #Investing
What Today's CPI Print Means (1/12/23)
(1/12/23) Inflation numbers were expected to come in softer than expected [NOTE:This report was recorded prior to CPI release, clocking in with a 6.5% increase over last year, but a 0.1% decrease from the prior month.] A weaker CPI print would suggest the Fed might be closer to being done with its rate hike campaign than not, despite very clear signals from the FOMC that they're not anywhere near being "done." Markets are already performing well, technically; we had a "trifecta" of negative returns for 2022, a Santa Claus Rally (barely), and the January Indicator of very positive action in the first five days of the month. Historically, with these indicators, the full-year returns have been positive. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=NwSJhlnAXzc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #CPI #Inflation #Trifecta #SantaClausRally #JanuaryIndicator #Markets #Money #Investing
How the IRS is Helping You Cope with Inflation (1/11/23)
(1/11/23) Fed Head Jerome Powell's expected speech in Sweden Tuesday underwhelmed on content, creating impetus for markets to rally; think: Why would the Fed cut rates now if things are "fine"? The new Congress is considering de-funding all those additional IRS Agents; meanwhile, the IRS is helping cope with Inflation by raising the standard deduction: Do you know your effective tax rate? Who really pays taxes...and who doesn't? Why the US has the highest rate of wealth redistribution. How much does it take to be "rich?" How the Secure Act 2.0 helps. Healthcare Expenses in Retirement vs. being rich: How to hedge for healthcare; the theory vs reality of Term Life Insurance; Inflation hits Guinness prices. SEG-1: Jerome Powell's Nothing-burger SEG-2: The 118th Congress & How IRS is Helping Cope w Inflation SEG-3: What Does it Take to Be Rich? SEG-4: How to Hedge for Healthcare in Retirement Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=JjaN_zvTl40&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2668s -------- Our new feature, Before the Bell: "Why Markets Could Rally Today," is here: https://www.youtube.com/watch?v=69Os8fdH8oY&list=PLVT8LcWPeAuiwiJLZ3oP_26MezKj1bhsu -------- Our previous show is here: "Reverting to pre-Obamain Rules in Congress" https://www.youtube.com/watch?v=PuzcZVPecjc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1903s -------- Articles mentioned in this podcast: "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #IRS #JeromePowell #InterestRates #Inflation #Recession #FederalReserve #Markets #Money #Investing
Why Markets Could Rally Today (1/11/23)
(1/11/23) Fed Chairman Jerome Powell much-anticipated speech yesterday was a nothing burger, and markets rallied in response. Investors are now dealing with resistance levels set back in August. One good sign: Markets are establishing higher lows. The next big challenges will be 4,000 on the S&P. There's not a lot of upside, and pay attention to a narrowing consolidation range that is occurring. If markets can rise above, then the subsequent rally could lift markets to 4,200 or 4,300. A defining factor will be the Dollar, which has come under pressure after its massive run upwards in 2021. Out of balance with other currencies, the Dollar has corrected, and is now challenging tops established in May 2020. The Dollar is now over-sold, and a counter-trend rally would not be surprising, and that would pressure. We would consider taking profits out of Gold, Oil, and other commodities at this point, particularly if the Dollar rallies anew. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=69Os8fdH8oY&list=PLVT8LcWPeAuiwiJLZ3oP_26MezKj1bhsu ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #JeromePowell #Dollar #Commodities #Oil Gold #InterestRates #Inflation #Markets #Money #Investing
Reverting to Pre-Obamamian Rules in Congress (1/10/23)
(1/10/23) As goes January, so goes the year on Wall St. Will Fed Chair Jerome Powell disappoint investors with this week's presentation? A correction with no more stimulus should be no surprise, but it's not the end of the world, either. As the stimulus bolus works its way through the alimentary canal of the economy, where do you want to be (and where is the contrarian place to be)? What the McCarthy Speakership was really all about: reverting to pre-Obamamian rules in Congress. No more omnibus bills, and no more stimmie checks, either. There's a viable risk for lower earnings this year. The implications of a "soft landing," and the challenges of managing money in 2023. Why "value stocks" are over-valued; what happens if consumers contract? The battle between the Bulls & the Fed (breaking New Year's Resolutions and dropping Twitter-bombs). The Powell speech, and what a "pivot" is not. SEG-1: Jerome Powell's Market Smack-down Day SEG-2A: The Fiscal Pig in the Economic Python SEG-2B: The Real Issue Behind the McCarthy House Speakership SEG-3: The Big Challenge for Managing Money in 2023 SEG-4: The Battle Between the Bulls & The Fed Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=PuzcZVPecjc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1903s -------- Our new feature, "Will Jerome Powell Smack-down Investors Onve Again?" is here: https://www.youtube.com/watch?v=BQ1DRvc2C1I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Three Paths Ahead for the Fed" https://www.youtube.com/watch?v=9shGqH4PX_U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "The Lag Effect Of The Fiscal Pig & Economic Python" https://realinvestmentadvice.com/the-lag-effect/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #InterestRates #Inflation #Recession #Markets #Money #Investing
Will Jerome Powell Smack-down Investors Once Again? (1/10/23)
(1/10/23) Fed Chairman Jerome Powell delivers another oracle this afternoon in which bullish investors are hoping will containt hints of a shift in Fed policy on interest rates, and the hikes thereof. The Fed's reality is a conitnuing fight on inflation and liquidity until it is unmistakeable that inflation rates are trending back down towards the 2% realm. Market futures this morning are pointing lower in anticipation of Powell's comments. NOTE: Emerging Markets are on a very high buy signal, but care should be taken as emerging markets are getting ahead of themselves. Small- and Mid-cap stocks are also performing better, but these companies tend to do worse in recessionary times, and slower economies impact their earnings much more quickly. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/watch?v=BQ1DRvc2C1I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #JeromePowell #InterestRates #Inflation #EmergingMarkets #MidCap #SMallCap #Markets #Money #Investing
RIS 1-9-23 MONDAY Best-of Show
How Secure is Your Retirement? (1/6/23)
(1/6/23) Labor Trends are troubling, especially among younger workers; what makes a good employee? A preview of our next Lunch & Learn, the need for pre-marital financial counseling; digesting the Secure Act 2.0 and the confusion in Required Minimum Distributions (RMD); Why the Roth is not going away; excess 529 transfers to Roths; Moving to Texas; remaining social in retirement. SEG-1: Labor Trends w Younger Workers SEG-2: Pre-marital Financial Planning SEG-3: Digesting the Secure Act 2-0 SEG-4: Remaining Social in Retirement Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=Hh58lKnK560&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Our new feature, "Before the Bell: Is it Time to Take Profits in Gold?" is here: https://www.youtube.com/watch?v=4XYnPlhKtOQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The 2023 Word of the Year" https://www.youtube.com/watch?v=HwdszsVBG64&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2674s -------- Articles mentioned in this podcast: "Three Paths for 2023" https://realinvestmentadvice.com/three-paths-for-2023 "The Elephant In The Room -QT" https://realinvestmentadvice.com/the-elephant-in-the-room-qt/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SecureAct2_0 #Jobs #Employment #YoungerWorkers #RMD #RothIRA #Markets #Money #Investing
The 2023 Word of the Year (1/5/23)
(1/5/23) The Santa Rally was tardy and tawdry, and markets must make a decision soon whether to move higher or lower; what will the Fed do next? What the MACD is telling us: Take care to be more risk-averse. Is there opportunity for profits in Gold? Market headwinds this year will come from the Fed. The Roberts' Vacation: Being an A-list'er at Red Robin; parsing the latest Fed meeting minutes: How will the Fed lower stock prices without panicking markets? Karma for Mrs. Roberts; The Fed's trajectory, and the difference between pausing rate hikes and dropping rates. a brief history of rate hikes and rate cuts. How markets can surprise despite headwinds; looking for more market volatility this year. "Prepare for the worst, hope for the best; what happens will be somewhere in between." The 2023 Word of the Year may be, "Audible;" be prepared with multiple play options. SEG-1: The Santa Claus Rally was Tardy and Small SEG-2A: How to Be an A-lister at Red Robin SEG-2B: How to Lower Stock Prices w/out Panicking Wall St.? SEG-3A: Karma & Mrs. Roberts SEG-3B: The Fed's Trajectory SEG-4: How Markets Can Surprise Despite Headwinds Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=HwdszsVBG64&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2674s -------- Our new feature, "Before the Bell: Is it Time to Take Profits in Gold?" is here: https://www.youtube.com/watch?v=4XYnPlhKtOQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How to Plan for Higher Taxes in 2023" https://www.youtube.com/watch?v=PSKOkfKc73Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s -------- Articles mentioned in this podcast: "Three Paths for 2023" https://realinvestmentadvice.com/three-paths-for-2023 "The Elephant In The Room -QT" https://realinvestmentadvice.com/the-elephant-in-the-room-qt/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #QuantitativeTightening #MACD #BondYields #InterestRates #Markets #Money #Investing
How to Plan for Higher Taxes in 2023 (1/4/23)
(1/4/23) Santa ditched Wall St. in December, quantitative tightening by the Fed continues, as markets look to the Fed's first pivot; Lance regales with tales of the annual Roberts' Christmas Vacation (the Griswold's have got nothing on Lance!) Planning for 2023: How to get through the next 12-months? Higher Taxes are on the way; how should you plan? The solution for climate change: Mating with short people. What might the Fed to next? Meeting Minutes released this week; not a pivot, so what's the plan? What are bond yields telling us about interest rates? Are we already in Recession? SEG-1: No Santa Visit to Broad & Wall SEG-2: The Roberts' Christmas Vacation; How to Get Through 2023? SEG-3: Mating w Short People; What Does the Fed Do Next? SEG-4: The Value of LLC's; What Are Bond Yields Telling Us? Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=PSKOkfKc73Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s -------- Our new feature, "Before the Bell: Setting Expectations for 2023" is here: https://www.youtube.com/playlist?list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz -------- Our previous show is here: "Financial Resolutions that Actually Stick" https://www.youtube.com/watch?v=jSdh_Tr1ePM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2694s -------- Articles mentioned in this podcast: "The Elephant In The Room -QT" https://realinvestmentadvice.com/the-elephant-in-the-room-qt/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #2023Resolutions #SantaClausRally #LLC #FamilyLimitedPartnerships #FederalReserve #QuantitativeTightening #BondYields #Markets #Money #Investing
Setting Expectations for 2023 | Before the Bell (1/4/23)
(1/4/23) Welcome to 2023 and a new format for our pre-market reports! A popular market axiom states, 'as go the first five days of January, so goes the rest of the year.' There was no Santa Claus Rally during the last five trading days of 2022, and the first trading day of January didn't go so well, either. Market lows were set back in October, and we said then to look for a tradable rally. We cautioned against volatility during the first two weeks of December, and now we're trying to establish a higher low for the markets. The sideways trading we've seen since has actually built a nice base. However, the declining top range is consolidating markets more tightly, and the challenge will be to break out of the downward trend over the next month. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our new "Before the Bell" YouTube channel: https://www.youtube.com/playlist?list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #SantaClausRally #MarketVolatility #MarketRisk #Markets #Money #Investing
Financial Resolutions that Actually Stick (1/3/23)
(1/3/23) The watchword for 2023: "Muck." Predictions for the markets: A tough year ahead; making financial resolutions: What can you control in your household? There will be new taxes this year. Where have all the go-getters gone? Act your wage; not finding worth in work. some families can collect six-figure incomes by staying home; waking up early & making your bed; setting up an emergency fund; Secure Act 2-0: Incentivizing savings; RMD Ages increases; expectations for workers to work longer into old age. The Fed is the foe; passive investing will lose its allure; using Secure Act to take advantage of tax law; The most expensive vehicle this year will be the shopping cart; penalties for missing RMD's; database for lost IRA's is a retirement fund lost & found; Clothespins, Duct tape, & Buzz Muck Year; indexing inflation for savings accounts; rules for managing longevity risk. SEG-1: Financial Resolutions - What Can You Control in Your Household? SEG-2: Acting Your Wage SEG-3: RIA Education: Missing RMD's SEG-4: Encouraging Savings w Secure Act 2-0 Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=jSdh_Tr1ePM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2694s -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Articles mentioned in this podcast: "Forward Returns Will Disappoint Compared To The Past Decade" https://realinvestmentadvice.com/forward-returns/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #2023Resolutions #SecureAct2_0 #NewTaxes #RetirementSavings #Markets #Money #Investing
Nutty Predictions for 2023 (1/2/23)
(1/2/23) Could the corporate oliogarchs conspire to create a "Manhattan Project" for the development of a new energy source? Saxo Bank's Outrageous Predictions for 2023. Might the EU Army rise up to force a complete union of Europe? Could one country completely ban all meat production by 2030? Don't laugh as we review the outrageous predictions for 2023 from the minds at Saxobank. 0:00 - Nutty New Year's Predictions Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this clip was pulled on our YouTube channel: https://www.youtube.com/watch?v=zwejdp4DzKk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #InterestRates #RateHikes #BullMarket #Inflation #SaxoBank #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Picking Priorities in 2023 (12/30/22)
(12/30/22) Picking Priorities and Pet Financing; No, no, no, Janet Yellen! It's the government's fauly. Austerity be damned. Opportunities for Fixed Income in 2023. The Battle Between the White House and the Fed in 2023: Jerome Powell will be thee scapegoat. Fighting the Ghosts of Financial Past; The Underwear Recession Indicator; men's sox & underwear. End of Year Math and personal debt to income ratios. SEG-2: Picking Priorities & Opportunies for Fixed INcome SEG-3: End of Year Math: Debt Ratios Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Watch the full show from which this segment was excerpted on our YouTube channel: https://www.youtube.com/watch?v=K95bBGJaK4I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Our Latest "Three Minutes on Markets & Money: "Jerome Powell Releases the Krackens" is here: https://www.youtube.com/watch?v=jSSgD8uPEsU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Four Things To Do if You Lose Your Job in 2023" https://www.youtube.com/watch?v=RjsU8egviN8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2683s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #InterestRates #RateHikes #JeromePowell #Recession #2023Economy #Markets #Money #Investing
The Problem with Private REIT's (12/29/22)
(12/29/22) The problem with Private REIT's: Things are great until they aren't; what happens when investment funds "gate" distributions: You can't get your money out. Blackstone investors want their money back, thanks to falling real estate prices & contagion. Blackstone is another domino in a string with FTX and UK pension funds as the Fed pulls liquidity from markets. Could Blackstone trigger a Fed pivot? The Greed Cycle: Too much money chasing too few assets. The risk of financial stability would trip the Fed to pivot. As the Fed dries up liquidity, leverage also dissipates. This is what it means for the Fed to "break" something. 0:00 - The Problem w Private REITs 11:50 - The Greed Cycle & Fed Liquidity Injection Unwinding Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch the full show from which this is excerpted: https://www.youtube.com/watch?v=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this podcast: "Double Dog Dares and Equity Risk Premiums" https://realinvestmentadvice.com/double-dog-dares-and-equity-risk-premiums -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #Blackstone #PrivateREIT #GreedCycle #FederalReserve #FinancialConditions #InterestRates #RateHikes #ChristmasShopping #Inflation #MarketFundamentals #MarketTechnicals #Markets #Money #Investing
Will You Be Jobless in the New Year? (12/28/22)
(12/28/22) Looking ahead at 2023 economy; four things to do if you lose your job; Cash is NOT trash; rolling over your 401k; the Financial Security cushion; where to cut the fat, and why you should delay taking SS as long as possible. 0:00 - The 2023 Economy Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=76zhw4Lg110&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2685s -------- Our Latest "Three Minutes on Markets & Money: "How Hawkish will the Fed Be This Time?" is here: https://www.youtube.com/watch?v=tQ2jNTFV8JA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Sad Saga of FTX & Sam Bankman-Fried" https://www.youtube.com/watch?v=iA_8UBI1WD8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2688s -------- Articles mentioned in this podcast: "The 2023 Investing Outlook As The Fed Pivots – Part II" https://realinvestmentadvice.com/the-2023-investing-outlook-as-the-fed-pivots-part-ii/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FederalReserve #InterestRates #RateHikes #JeromePowell #SamBankmanFried #FTX #Inflation #JobLoss #2023Economy #Markets #Money #Investing
The Sad Saga of Sam Bankman-Fried (12/27/22)
(12/27/22) Sam Bankman-Fried arrested in Bahamas; the saga of FTX & future of crypto. Possible sentencing for SBF; who will be the next FTX to fail? Real people lost real money, and it was all they had. A review of SEC charges against SBF; civil liability + Federal criminal liability; a brief history of the SEC and regulation likely to come. 0:00 -The Saga of Sam Brinkman-Fried & FTX SEG-4: SEC vs SBF & FTX & History of SEC Regulation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch the show from which this segment is excerpted on our YouTube channel: https://www.youtube.com/watch?v=FfGi_i8xKt4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FTX #SamBankmanFried #SEC #Regulation #Markets #Money #Investing