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| (7/24/23) Will market volatility return with a rebalancing of the NASDAQ and Index Funds: Where will the money go? The Barbenheimer Weekend; GDP & Debr-driven liquidity: The problem of debt servicing. Earnings parade continues: Preview w Domino's Pizza as economic indicator; the importance of understanding earnings & estimates. Are you really getting everything you're paying for? Example: Apple is 1/8th US GDP: How can growth estimates be sustained in slow economy? Can the pace of growth continue to justify the price? Same question applies to MSFT and NVDIA. Texas border crisis: How about an immigration tax? How the stock market has become detached from the economy. The correlation between earnings and economic growth. What's next: How can extreme deviations be sustained? Tipflation: It's out of control. How companies can extract more revenue from customers, and not have to raise wages. There's been no recession (yet) because consumers are meeting increased demand; how much more can companies get? Fed inflation data does not include tipping. 3:08 - Market Volatility Returns after Barbenheimer Weekend 14:27 - Earnings Preview & The Domino's Pizza Economic Indicator 30:17 - Texas Border Issues Stock Market Detachment from Economy 44:25 - Tipflation & Why There's no Recession...yet 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, "Will the NASDAQ Rebalance Matter?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Demolish Your Retirement" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next web event: https://us06web.zoom.us/webinar/register/6816835709464/WN_ItmsNXpsRs2uKE6xOrJtdg ------- Articles mentioned in today's show: Economic Cycle Set To Improve But Are Bulls Too Bullish? https://realinvestmentadvice.com/newsletter/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #EarningsSeason #Estimates #Inflation #EconomicIndicators #DominosPizza, #NVDIA #MSFT #TexasBorder #ImmigrationTax #Barbenheimer #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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