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Could Blackstone Trigger a Fed Pivot?

(12/8/22) Will the Fed provide clarification of future plans at next week's meeting? There's still downside risk to markets; could Santa Claus skip Broad & Wall this year? Markets need to hold upward trend; Bonds' miserable year...until now. The Double-dog Dare: Evaluating investment opportunities; the problem with private investments is liquidity. Is the risk worth the return? The problem with Private REIT's: Things are great until they aren't; what happens when investment funds "gate" distributions: You can't get your money out. Blackstone investors want their money back, thanks to falling real estate prices & contagion. Blackstone is another domino in a string with FTX and UK pension funds as the Fed pulls liquidity from markets. Could Blackston trigger a Fed pivot? The Greed Cycle: Too much money chasing too few assets. The risk of financial stability would trip the Fed to pivot. As the Fed dries up liquidity, leverage also dissipates. This is what it means for the Fed to "break" something.
3:12 - NASDAQ's Worst December in Years
14:31 - Double Dog Dares - Is It Worth the Risk?
30:32 - The Problem w Private REITs
44:30 - The Greed Cycle & Fed Liquidity Injection Unwinding
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
Our Latest "Three Minutes on Markets & Money: "Is It Too Late to Buy Bonds?" is here:
Our previous show is here:
"Layoffs Are Coming after Christmas"
Articles mentioned in this podcast:
"Double Dog Dares and Equity Risk Premiums"
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Lance Roberts
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.
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