by Lance Roberts
My articles My offerMy siteAbout meMy videosMy books
Follow on:TwitterSeeking AlphaFacebookAmazon
| May CPI surprised with a "cooler" print on inflation, begging the question of what the Fed will do next. Lance Roberts & Michael Lebowitz break down the CPI report, reveal what’s driving the slowdown in some consumer prices, and explore what it means for interest rates, your portfolio, and the broader economy. Who's going to end up "eating" the tariff-related increases? A clue may appear in the PPI reading. April saw a massiv surge in stock buy backs; that window will soon close. Lance and MIchael discuss the initial effects of tariffs on the economy; consumer choice is a factor that should not be ignored. For investors, the key is focusing on what really matters (earnings) vs the popular narratives de jour. Markets have all the information, but investors sometimes allow sentiment to take control. 0:19 - CPI & PPI - Who's Eating the Tariffs? 12:11 - Parsing CPI: What Did Tariffs Really Affect? 27:42 - Why All That Matters is Earnings 41:23 - How to Manage Risk Best RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's video on YouTube: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s ------- Articles mention in this show: "Private Equity – Why Am I So Lucky?" https://realinvestmentadvice.com/resources/blog/private-equity-why-am-i-so-lucky/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "Does Consumer Spending Drive Earnings Growth?" https://realinvestmentadvice.com/resources/blog/does-consumer-spending-drive-earnings-growth/ ------- The latest installment of our new feature, Before the Bell, "No Love for Puts," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "CPI Day - Will Inflation Hold Steady?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=1s ------- Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025: https://streamyard.com/watch/BUr4UuRVt6Uj ------- 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/ #InflationCools #InflationUpdate #ConsumerPriceIndex #MarketPullback #StockBuyBacks #Puts #TakeProfits #ReduceRisk #SlowingEconomy #MayCPI #InflationWatch #CPI2025 #MarketRally #SmallCapStocks #Russell2000 #TakeProfits #ReduceRisk #SlowingEconomy #ImpossibleMeat #Flexitarian #StockInheritance #EstatePlanning #InvestingAdvice #Money #Investing |
Finally, financial news that makes sense. Lance Roberts, the host of "StreetTalkLive", has a unique ability to bring the complex world of economics, investing and personal financial wealth building to you in simple, easy and informative ways but also makes it entertaining to listen to at the same time.
You Might Also Like
6-28-25 Candid Coffee TEASER
2025-06-11
Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025:
https://streamyard.com/watch/BUr4UuRVt6Uj
The Economy Is The Real Deficit Problem
2025-06-10
The deficit fearmongers are out in full force, warning that massive debt payments will further exacerbate the deficit and ultimately bankrupt the country. While we agree that steadily increasing deficits are a significant problem, we believe it’s not for the reasons most people give. To that end, a recent Tweet by George Gammon succinctly makes …
Tags: Featured,newsletter
17 pings
Skip to comment form ↓