by Lance Roberts
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| (11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas' Christmas spending habits = $817/avg. Budgeting for Christmas w price pressure in mind. Will interest rates be but next year (why wouild the Fed do that)? Michael Lebowitz helps crunch the Bond Math: What price changes mean in the Bond Market. What is the credit risk to consider? How will you be paid? Recession is inevitable; how long do you want to hold a bond? Discounts vs Yields: doing the bond math (Bondilocks) factoring duration in getting paid; the higher the yield, the shorter the duration. Narrative Economics & The Federal Debt: what is happening to debt service? Is the US Fiscally-dysfunctional? Slwer Growth, less wealth, deflation are the results. It's the interest expense that's killing us. debt to GDP is declining...for now: The Government can't fix the deficit, but it CAN lower interest rates. 2:42 - How Does the Consumer Continue to Spend? 13:56 - Crunching the Bond Math 30:00 - Inside Lance's Head ; Discounts vs Yields 43:58 - Narrative Economics & The Federal Debt Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell, "Markets Need a Breather" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What Would Charlie Munger Do?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=387s -------- Articles Mentioned in this Show: "Context And Facts Expose Bearish Bond Narratives" https://realinvestmentadvice.com/context-and-facts-expose-bearish-bond-narratives/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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/ #InvestingAdvice #BondMath #FiscalDysfunction #InterestRates #DeficitSpending #ConsumerSpending #Yields Markets #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.
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