Will 2024 See a Soft-landing, Recession…or Worse?

2024-03-07

Earnings growth are a function of economic growth; the US Economy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed’s next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why

2024-02-09

(2/9/24) Rich & Danny prepare for today’s market action & economic releases; the notion that markets believe the Fed should lower rates is un-believable. Labor and unit costs will ultimately be the determining factor. Tesla is dropped from the Magnificent-7, replaced by Eli Lilly; should it be the "Sexy-7?" Mutant wolves roam Chernobyl; Taylor Swift & the Super Bowl: she is the epitome of the American Dream. Why Taylor Swift won’t have to worry about IRMAA charges. New SS COLA and tax implications; why diversification of accounts matters. How your Social Security is taxed. IRMAA & the Five-Year Rule; FIFO (first-in, first-out) in Roth. How to manage Roth if retirement is a few years away.

2:49 – Market & Economic Numbers Preview: Fed Rate Policy
14:03 – Taylor Swift, Mutant Wolves, &

2024-01-11

(1/16/24) [NOTE: If you’re watching this video, we are dealing with The Great Ice Storm of 2024., and hope to be back in the studio, live, tomorrow. Or the next day…when ever things thaw.]
Congress’ is enmeshed with another continuing resolution battle instead of mandated budgeting; that’s how D.C. does business now.
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Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch the full show from which this excerpt was taken:
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Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
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The latest installment of our

2024-01-05

(1/5/24) Richard and Danny are reunited for the new year: Lessons from last year: You cannot get enough out of stocks; if "Goldilocks" is already baked-in (with 6-rate cuts), what happens when cocaine bear appears? Greg Valliere background; Resolving to Be Resolute in 2024: Marking realistic milestones; why you don’t have to save everything for retirement later. Classic Cars & phone chargers; improving your human capital; why stocks are not the be-all, end-all solutions for retirement income; the proper place for stocks, bonds, and other types of investments; stocks vs ETF’s. Stop the competition.

Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer

2:52 – Lessons from

2023-12-08

Markets have had zero-returns over past two years. Why time in the market matters–especially if you’re young. Risk management is more important when you’re older; the 50/20/30 Rule.
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today’s show on our YouTube channel:
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The latest installment of our new feature, Before the Bell, "What Happens When Buybacks Go Away " is here: -jBIrzg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Is There Hope for 2024?"
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Articles Mentioned in this Show:
"Wall

2023-11-17

(11/17/23) Richard Rosso’s adventures in Houston traffic, market seasonality and stock-bond correlation: Why would the Fed cut interest rates now? WalMart’s results: What are companies going to do during deflation? Richard calls the Butterball Turkey Hotline; spending survey results for 2023 & Consumer Sentiment indexes: Why are American’s still spending? The WalMart Parking Lot Indicator. Withdrawal Rates & Recency Bias: Why Dave Ramsey is wrong about withdrawal rates. MorningStar: Dealing with higher fixed-income rates: not here to stay. Why the 4% Withdrawal Rate is back…for now. Sequence of Returns & Guaranteed Income when the withdrawal rate is not constant.

2:35 – Driving in Houston & Market Seasonality
13:51 – Butterball Turkey Talk Line
17:59 – Spending Results for 2023
29:57