How Your Confidence Can Boost or Break the Economy

2024-07-18

Walking the tightrope between irrational exuberance and reality is complex. Therefore, appreciate the market for what it is. This bull market has no known expiration date. Active management, using technical and fundamental analysis along with macroeconomic forecasting, is crucial to managing the potential risks and rewards that lie ahead. What if we are experiencing rational exuberance and AI is an economic game changer? What if current valuations aptly reflect enhanced economic growth? Such profits and wealth formation may allow us to service unproductive debts better. Accordingly, today’s haunting macroeconomic issues may fade into a glorious future.

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent

2024-07-12

Investor dilemma: Hold, buy more, or react emotionally? Understand how investments work to navigate the upside. 📈 #InvestingTips #FinancialAdvice
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2024-05-29

Understanding inflation: it’s all about supply and demand. Government’s not just printing money but issuing debt. #economics101 #inflation

In this video, Lance Roberts breaks down the basics of inflation and how supply and demand influence its rise and fall. Understand the common misconceptions about inflation and the truth behind money circulation.

– Explanation of inflation using supply and demand principles.

– Impact of a slowing economy and reduced demand on inflation.

– The misconception about government "printing money."

– Relationship between money supply and population growth.

– Reasons why inflation falls as monetary supply declines.

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https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757

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2024-05-23

Markets sold off on release of the latest FOMC Meeting minutes, which are a sanitized, finely-crafted version of what went on behind closed doors. The hawkishness seems to be continuing; Deflation seems to be a bigger risk to the economy than inflation. There’s too little demand, resulting in price cuts to move inventory. Insight on why we reduced our stake in Nvidia before its report was released, which attests to the growth potential of AI buildouts. One cloud on the horizon: Wall Street’s ever-optimistic expectations for continued growth. How does innovation impact the economy, and who will be the next Levi Strauss? The problems facing the power grid from AI & EV’s. The power grid needs 40- NYC’s. Natural Gas will be a big winner as a cheap, clean energy source. Water consumption

2024-05-03

Apple’s results + the Biggest Buyback Ever: Are iPhones becoming a high-tech toaster? Labor/Jobs Report preview; what the Fed may do. t is surprising the market is now down more than 5%. This has been a government-driven economy. Janet Yellen is a Marxist. Who will win the tax cut battle? We’ll all lose. t’s apsneding problem, not a revenue problem. Why are taxing lines drawn at $400k? The life of a WalMart manager; tax dollars go to waste. New Department of Valuations. Next Lunch & Learn preview: Medicare. Are advisors giving conflicting advice on Social Security? No one wants to address Medicare; get a second opinion before taking SS early. The surge in interest in annuities; Gen-Z would rather have insurance than stocks: Stable income from annuities. Gen-Z living frugally: The

2024-04-29

CEO confidence and earnings drive buybacks, supporting stocks. Rebalancing risk advised to weather correction. Shorting market risky due to quick turns." #StockMarket #Investing #RiskManagement 📈📉

In today’s financial insight, Lance Roberts dives deep into the factors currently supporting the stock market. Discover key strategies to navigate potential market fluctuations and optimize your investment portfolio.

– Understand the critical role of buybacks in market dynamics.
– Explore how 100% of net market purchases are tied to buybacks.
– Learn about the impact of excess liquidity in the TGA account.
– Identify methods to rebalance risks and secure profits.
– Gain strategies to take advantage of market opportunities during corrections.

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2024-04-25

Understanding the impact of inflation on GDP and data calculations is crucial. The right inflation number remains uncertain, affecting various economic indicators. #inflation #gdp

Explore the intricate relationship between real GDP and inflation in our latest video with guest expert Michael Lebowitz. Dive deep into the economic indicators that affect your daily life and understand their real impact.

– The significant role of Personal Consumption Expenditures (PCE) Price Index in real GDP calculation.
– Understanding inflation’s massive effect on economic data interpretation.
– Insight into retail sales figures and their lack of adjustment for inflation.
– The challenges with the current methods of adjusting economic data for inflation.
– Discussing the variability of inflation