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Consequences Are Always Unintended

(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
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"Consequences Are Always Unintended"
"October Weakness Before The Year-End Run?"
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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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