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| (10/17/23) Earnings Season is in full swing, with Big Banks reporting this week. More interesting than earnings results will be forward outlooks. The unknown is the unintended consequences of COVID-era government funding that has yet to be spent: Those funds could prevent a recession, and even provide the mythical "soft landing" or NO landing the Fed would like to see. Meanwhile, markets continue to consolidate, not going anywhere in a hurry. Three reasons investors under-perform: The Law of Unintended Consequences. A look at the Valuation to Volatility Ratio, and exceptions to the rule. Are consumers still committing "revenge spending" in a post-pandemic economy? Earnings results will ultimately depend upon employment. The slide to 2% inflation doesn't mean prices will come down; the risk of predictions. 2:06 - Why Forward Guidance Matters More than Earnings 13:30 - The Law of Unintended Consequences 29:22 - Valuations, Volatility, and Thomas the Train 43:23 - Revenge Spending & Corporate Earnings Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- The latest installment of our new feature, Before the Bell, "Managers' Repositioning to Drive Markets to Year's End" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Fear & Loathing on Wall Street" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this Show: "Consequences Are Always Unintended" https://realinvestmentadvice.com/consequences-are-always-unintended/ "October Weakness Before The Year-End Run?" https://realinvestmentadvice.com/october-weakness-before-the-year-end-run/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Watch our past Candid Coffee: _-TQpNb8&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=2s ------- 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 #IsraelWar #UkraineWar #MarketSentiment #Employment #Geopolitics #EconomicRecession #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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