(4/7/22) Now that the Fed's more rapid rate hike cat is out of the bag, markets celebrated with a Wednesday sell-off; at this point, it's instructive to note the history of market activity around such hikes; earnings growth will be challenged by higher rates, higher borrowing costs; Coffee Talk: Taking the Caffeine our of the Markets; markets have priced-in the Fed's rate hikes. The Fed's talking the talk, and hoping markets will do the heavy lifting. Equity Portfolio critique; Why we took Amazon out; companies to be hit by higher transportation costs. 1:54 - A History of Market Responses to Fed Rate Hikes 13:05 - Coffee Talk /Our Secret Admirer 17:00 -Taking the Caffeine out of the Market 43:05 - Why the Markets are Like Mogadishu SEG-4: S&P Heat Map & the Market Iceberg Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Watch today's show on our YouTube channel: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: How Interest Rates Really Respond to the Fed" &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Will the Markets' Reflexive Rally Remain?" is here: Where Will Markets Go in April? &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/gold-or-rubles-a-pickle-worth-exploring https://realinvestmentadvice.com/bailouts-and-the-demise-of-capitalism-and-free-markets/ -------- 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/ #LaelBrainard #FederalReserve #QuantitativeEasing #Tapering #Commodities #Liquidity #DeathWishCoffee #Margins #Markets #Money #Investing |
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