(9/29/22) Hurricane Ian pounded Florida overnight; recovery and repairs will contribute economic activity to the area, but the "Broken Window" theory has some flaws and mirrors the relationship between stimulus and inflation. The Bank of England caved to pressure, repeating what caused inflation in the first place; the realization that high valuations cannot be maintained; bond market in biggest bear mode in history; Bond's role in with loss of ability to manage risk. What is a Bond? What is a Coupon? The difference between equities & bonds is in the return of principal. Why Buy Bonds; how is the rate calculated? What is the real yield? The lower risk in bonds: no loss of principal. The Fed is manufacturing recession. 0:00 - Hurricane Ian & The Broken Window Theory 10:54 - The Loss of Ability to Manage Risk 26:56 - Why Buy Bonds? 40:54 - What to do When the Fed is Manufacturing Recession 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: BOE Bailout Fuels Rally " is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- Our previous show is here: "Five Places to Put Cash" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2657s -------- Articles mentioned in this podcast: "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #BondMarket #BondCoupon #HurricaneIan #QuantitativeEasing #Bankof England #BrokenWindowTheory #Markets #Money #Investing |
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