7-18-24 Irrational Exuberance Then And Now

2024-06-27

The Fed and economists are encouraged because CPI is down to 3.3% from a high of nearly 9% in 2022. Despite the Fed’s “significant progress” in lowering inflation, most citizens are outraged and confused by economists’ relatively rosy inflation observations. Most citizens believe inflation is still rampant. The Fed and economists are correct in that inflation is now tame. At the same time, citizens dissatisfied with high prices have solid grounds on which to base their disapproval.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
——-
Articles mentioned in this report:
"Why Economists And Citizens Have Different Inflation Realities"

2024-06-25

💰 Seeking the perfect investment? 🚀 Wall Street is on it! Learn about the $120 billion ETF trend in my latest video. #Investing #ETFs #WallStreet

We address the common investor’s desire for a perfect low-risk, high-reward investment. He discusses the unrealistic expectations and the growing demand for such ideal investments in today’s market and economy.
– The search for a magic pill investment.
– Expectations versus reality in market investments.
– Economic uncertainty driving demand for low-risk options.
– The illusion of high upside with minimal downside.
– Practical advice for cautious investors.

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:

2024-06-14

Utilize an advisor before retirement to maximize benefits while working. Additional value can be added by exploring all options early on. #financialplanning

Planning for retirement? Get ahead by speaking with an advisor early.
– Importance of contacting an advisor well before retirement
– Leveraging employer benefits while working
– Valuable opportunities that may be overlooked
– Steps to maximize retirement planning
– Additional value an advisor can add

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel:
www.youtube.com/c/TheRealInvestmentShow

➢ Upcoming personal finance free online events:
https://riaadvisors.com/events/

➢ Sign up for the

2024-06-11

Timing is key in investing! When people doubt a 60/40 allocation, it’s the perfect time to buy. Economic slowdown = lower rates = higher bond prices! 📈💰 #InvestingTips #EconomicStrategy

Is the classic 60/40 asset allocation strategy dead? Lance Roberts breaks down why now might be the perfect time to consider this investment mix.
– Debunking the myth about the death of 60/40 allocation
– Key economic factors influencing interest rates
– How a slowing economy impacts your investments
– The relationship between bond prices and interest rates
– When to take advantage of falling interest rates for portfolio gains

➢ Listen daily on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube

2024-04-08

Eclipse-mania is out of control. Fed speakers confirm they’ll cut rates, but in no rush to do so. Jobs numbers tantalize markets; the impact of immigration on employment. Boomers & Gen-Z plans to splurge on groceries in 2024. Markets takeout the 20-DMA; will the break be confirmed this week? Putting Inflation into proper perspective; the three measures of inflation. The economic basics of Supply & Demand (and their impact on inflation). Your personal inflation is not the same as mine. What markets pay attention to (CPI). How to fix the power grid: Productive vs un-productive debt. Forgiving student loan debt doesn’t make the debt go away; taxpayers will shoulder the burden of the unpaid debt.

3:14 – Solar Eclipse Day; Markets Test 20DMA
15:40 – The Three Measures of Inflation
30:17 –

2024-04-02

Markets delivered a post-April Fool’s drop, while manufacturing metrics moved back into the expansion zone. Markets have now dropped the chances of a June interest rate cut to 50%; markets continue to trade in a particular range. The April 15 Tax Day bump may not materialize this year with the expiration of previous tax law. Gold is on a catch-up trade; will rotation trades continue? Investor sentiment remains high. The bullishness of Ken Fisher; Gains vs Declines: Market Math explained. The Truth about promised returns vs reality; market math & investor longevity. Markets always revert. No reason not to be bullish now; who expects to be richer in 2024? Gen-Z women are most optimistic. US College Majors with highest un-employment rates: Art History.

3:10 – Markets Drop Chances of Fed

2024-03-27

The Sentiment Index is hanging in, despite weakening regional surveys; economists see no recession in sight; bank reserves have been rising since October 2022. End of quarter rebalancing is generating some activity; after three-days of selling, market futures are positive this morning. Watch markets’ steep angle of ascent; this is not sustainable, and correction will result sooner or later. Lance’s unique inflation indicator… Markets still act like there’s a flood of liquidity when there’s not; markets are bifurcated; Houston real estate is insane. Can Wall Street save your retirement? Larry Fink thinks so, or at least wants you to think he can; Blackrock & Merrill want to hold your money forever. Creation of Merrill’s Target Date Fund. Why Annuities are so lucrative; three reasons why