by Lance Roberts
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| Inflation pressures may be heating up again, and markets are beginning to notice. Rising prices can have major consequences for stocks, bonds, interest rates, and Federal Reserve policy. Lance Roberts & Michael Lebowitz discuss why persistent inflation is dangerous for both investors and the economy, how rising yields pressure bond prices, and why higher rates can challenge stock valuations — especially in high-growth and technology sectors. We also examine whether the recent market rally is underestimating the risk of another inflation wave. Here's a topical rundown of today's show: 0:00 - INTRO 1:04 - Gamma Squeeze & Markets' 7-week Run 5:16 - Market Sectors vs Market Factors 13:34 - Rotations from Semi's to SAAS's? 15:57 - Market Rotations Back to Value? 17:50 - Charting Relative Scores of Market Factors 19:42 Why Dispersion Matters 20:54 - CPI & Inflation Data - What Does it Tell Us? 23:41 - Gasoline Prices & CPI Calculations 26:58 - Chart Crimes and "Lower" Inflation 29:28 - CPI Today vs 1970's (more chart crime) 31:06 - What Kevin Warsh is Walking Into 33:35 - The Fed's Trap and Consumption Destruction 38:02 - Earnings Revisions Coming from Narrowed Breadth 38:53 - Commentary - Government Spending Impact on Inflation 45:35 - Debt to GDP Ratio - Explain Japan 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 Today's Show: "Government Debt: Not What The Doom Crowd Thinks It Is:" https://realinvestmentadvice.com/resources/blog/government-debt-not-what-the-doom-crowd-thinks-it-is/ ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/UOSeQNOhcwI ------- Watch today's "Before the Bell" feature, "Momentum Mania Meets Market Rotation," here: ------- Watch our previous show, "Q & A Wednesday: Real Answers. No Spin." https://youtube.com/live/vMLyZ9wZbH8 ------- * REGISTER for our next Candid Coffee, THIS Saturday, May 16: "Financial Organization Made Simple:" https://streamyard.com/watch/SA6aj2aMdMhf -------- Download Lance's Latest e-book, "Laws of Money & Wealth:"https://realinvestmentadvice.com/ria-e-guide-library/ -------- 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/ #StockMarket #MomentumStocks #Semiconductors #ValueInvesting #MarketRotation #Inflation #Bonds #InterestRates #FederalReserve |
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