(2/17/22) The escalation of geopolitical risk continues to toy with the markets. The CDC is leaning towards dropping masking; getting back to normal will be good for the economy. Retail sales headline numbers vs reality (without seasonal adjustments). FOMC Meeting minutes suggest Fed is pulling back from hawkishness. Why we spend more time shopping on line for the best price, but do exactly the opposite when buying stocks; the problem of beating the Index. SimpleVisor and how we manage risk; the importance of risk-sizing in portfolios. [Technical note: Today's YouTube recording is truncated at the beginning of the show due to a glitch in Wirecast, requiring a re-connection of our stream to Vimeo, which feeds to YouTube. A complete audio recording of the show is available on our website--links are posted below:] 0:00 - Why Moving Back to the Office is Good for the Economy 9:24 - FOMC Minutes Review 24:42 -The Dichotomy of Buying Stuff vs. Stocks 39:05 - How We Manage Risk--the importance of risk sizing Hosted by RIS Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: Bullish Things About Markets Right Now" &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=3s -------- Our previous show, "The Negative Psychology of Bonds" is here: &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2578s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/market-pullback-or-bear-market/ -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=23 -------- 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/ #FOMC #InterestRates #ManagingRisk #BackToWork #Masking #Markets #Money #Investing |
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