by Lance Roberts
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| Markets are recovering from tariff troubles on Monday; a brief history of Trump's past trade wars & results; Google's earnings miss & correction; earnings have been okay, but epectations are slipping. The China Trade War retaliation begins; it's all about posturing. Markets rally from Monday; if you're worried about the volatility, there's too much risk in your portfolio. Lance razzes Danny "Bulldog" Ratliff about his absenteeism and polo shirt choices. Lance reviews market performance during Trump's trade wars 2017-2019 (charts); looking for more volatility this year. Beware Financial Media headlines; what the Bond Market is saying about Trump 2.0; commentary on volatility spikes, and buying opportunities. Ignore the Media hype; what is the Bond market saying about Trump's second term? We're coming out of an artificially-stimulated economy. What happens to short-duration bonds when rates fall? What is the contet for owning bonds? Lowering volatility risk. Lance & Danny talk about Uber rides and driverless-tais; a preview of this weekend's Candid Coffee presentation; a look at alternative investing opportunities. What a well-balanced portfolio should look like. 3:13 - Markets' Recover from Tariff Trouble 14:53 - Book Signings & Financial Fashionistas 16:07 - A Brief History of Trump Trade Wars 30:28 - Beware of Financial Media Headlines 44:36 - Ubers & Driverless Tais, Candid Coffee tease 48:10 - Alternative Investment Opportunities Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Eecutive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE: https://realinvestmentadvice.com/resources/events/retirement-income/ ------- Articles mentioned in this report: "Tariffs Roil Markets" https://realinvestmentadvice.com/resources/blog/tariffs-roil-markets/ "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ "The Clock Has No Hands" https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/ ------- The latest installment of our new feature, Before the Bell, "If Volatility is Causing Too Much Worry, You Have Too Much Risk," is here: -rJ0bt8P6M&list=PLwNgo56zE4RAbkqgdj-8GOvjZTp9_Zlz&inde=1 ------- Our previous show is here: "Trade War is Over!" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&inde=1&t=2s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #BondMarket #TrumpEconomy #InterestRates #StockMarketNews #FinancePodcast #MarketVolatility #PortfolioRisk #20DMA #50DMA #BullishCross #InaugurationRally #MarketCorrection #MoneyFlows #OverBoughtMarket #MarketRally #MarketSupport #Uber #DriverlessTai #TradeWarOver #StockMarketNews #USChinaTrade #USMeicoTrade #USCanadaTrade #GlobalEconomy #InvestingTrends #TariffTrouble #TradeWar #StockMarketNews #GlobalEconomy #Canada #Meico #PresidentDonaldTrump #SouthernBorder #IllegalImmigration #Fentanyl #EarningsGrowth #Recession #MarketCatalyst #InvestmentStrategies #PortfolioManagement #ConcentratedStockHoldings #PortfolioDiversification #MarketAnalysis #EconomicOutlook #InvestingAdvice #Money #Investing |
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1-30-25 The Fed Holds Firm
2025-01-30
Federal Reserve Chairman Jerome Powell held interest rates at the current rate…and held is ground afterwards.
Lance Roberts & Michael Lebowitz parse the latest announcement on Federal Reserve interest rates. How will the Fed rate decisions in 2025 affect the US interest rate outlook; what is between the lines of the Fed policy update, and what will be the economic impact of Fed rates? We’ll also take another look at meme coins, which destroy rather than create wealth.
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Meme Coins Do Not Create Wealth: They Destroy It"
How to Effectively Protect Your Funds from Liabilities
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Protect your funds from liabilities! Mix pre-tax, post-tax, and after-tax for efficient estate planning. Control taxes and plan ahead! 💸📝 #finance
Watch the entire show here: https://cstu.io/1e8f96
YouTube channel = @ TheRealInvestmentShow
Do Money Supply, Deficit And QE Create Inflation?
2025-01-24
I recently debated with Michael Pento, who made an interesting statement that increases in the money supply, the deficit, and a return to quantitative easing (QE) will lead to 1970s-style inflation. The recent experience of inflation in 2021 and 2022 would seem to justify such a view. However, is that historically the case, or was …
Analyzing Tax Implications in Light of New Abilities
2025-01-23
🤔 Planning for taxes just got more interesting! Who knows what the future holds? 📈💸 #taxplanning #futureuncertainty #IRSvsERs
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Market Stability at Risk: Predicting a Possible Decade of Turbulence Ahead
2024-11-20
📉 Brace yourselves for the stock market rollercoaster! 🎢 Enjoy the ride while it lasts! #stockmarket #volatility #investmenttips
Watch the entire show here: https://cstu.io/8333b3
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Divergence in Market Metrics: Sales, Earnings, and Economic Surprises
2024-09-23
Market data showing divergence between economic, sales, and earnings surprises. Earnings high, sales and economic data declining. How long can this last? 📊 #MarketInsights
Watch the entire show here: https://cstu.io/c58161
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9-17-24 Momentum Investing Gives You An Edge, Until It Doesn’t
2024-09-17
Today marks the start of the FOMC meeting, to be concluded with the latest interest rate announcement. Markets’ expectations are for a half-percent cut; could a quarter-percent cut create disappointment on Wall Street? Microsoft announces and increase in its dividend payment (very different from a stock buy back). Kamala Harris’ plans to raise taxes on corporations is in fact an crease in taxes on consumers; corporations are tax collectors for the government. Markets’ rally in anticipation of Fed day tomorrow. The stock buyback window begins to close today ahead of the next earnings season, removing some of the lift to markets. Lance and Jonathan discuss the pro’s an con’s of momentum investing (with charts); answers to chatroom and email questions on purchasing ETF’s and Treasuries, and
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