Previous post Next post

Is the Fed Walking Into a Trap?

(9/28/23) The second Republican debate, Halloween decorations, and a scary market: Understanding what drives the economy. Reviewing oil price history & how commodity prices are driven; markets cycle over time. the VIX & Market volatility: weaker prices = higher volatility. Looking for a reversal in the index as quarter-end rebalancing occurs. GDP Revision: How strong is the economy, really? GDP vs GDI: divergence is a prelude to recession. GDP revisions are rear-view data: Is the Fed in a trap? 7% interest rates are ludicrous; putting "crisis" into perspective. Why things WERE different in 1995: The Yield Curve was not inverted, and did not invert until 1998. Market commentary: Tough week for markets with few drivers and "programmic" selling. Markets are in position to boom ahead of weaker performance next year. Price drives performance and narrative; what's tomorrow's narrative going to be? Group think vs group stink.

2:51 - What's Driving the Markets Now
14:40 - Revising GDP: Is the Fed in a Trap?
30:05 - Why Things WERE Different in 1995
44:09 - Price Drives the Narrative: What's tomorrow's narrative going to be?

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
--------
The latest installment of our new feature, Before the Bell, "What Quarter-end May Mean for Investors" is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our previous show is here: "Are We Heading for 7% Interest?"
-70g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s
--------
Articles Mentioned in this Show:
"A Crisis Is Coming: Who Is Swimming Naked?"
https://realinvestmentadvice.com/a-crisis-is-coming-who-is-swimming-naked/
"That 70s Show"
https://realinvestmentadvice.com/that-70s-show/
"Economic Data Points Diverge"
https://realinvestmentadvice.com/economic-data-points-diverge/
"Compound Market Returns Are A Myth?"
https://realinvestmentadvice.com/compound-market-returns-are-a-myth/
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Register for our next Candid Coffee:
https://us06web.zoom.us/webinar/register/3016835714744/WN_zCk25t5QThq7CG5NHH4UIg
-------
Visit our Site: https://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 #GDP #GDI #VIX #MarketVolatility #VolatilityIndex #EconomicSlowdown #InterestRates #JamieDimon #YearEndFinancialPlanning #Markets #Money #Investing
Full story here Are you the author?
Lance Roberts
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
Previous post See more for 9a.) Real Investment Advice Next post
Tags: ,

Permanent link to this article: https://snbchf.com/video/roberts-the-fed-walking/

16 pings

Skip to comment form

Leave a Reply

Your email address will not be published.

You may use these HTML tags and attributes: <a href="" title=""> <abbr title=""> <acronym title=""> <b> <blockquote cite=""> <cite> <code> <del datetime=""> <em> <i> <q cite=""> <s> <strike> <strong>

This site uses Akismet to reduce spam. Learn how your comment data is processed.