Liquidity Problems Are Closer Than You Think
2024-03-07
Earnings growth are a function of economic growth; the US Economy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market continues trading in a very tight range, but ever upward; this is when complacency sets in. The market is setting up for correction as the election draws nearer. Are we in a bubble or the market top; how to justify valuations. Cisco vs Nvidia: What is Nvidia worth now? The correlation between Bank reserves and the market. Powell says the Fed’s next move will be a rate cut by EOY. Stocks in the news with less liquidity in the market, yet, financial (lending) conditions are easing? Borrowing activity is at an all-time low: Conditions are very tight. Why
How Your Social Security is Taxed
2024-02-09
(2/9/24) Rich & Danny prepare for today’s market action & economic releases; the notion that markets believe the Fed should lower rates is un-believable. Labor and unit costs will ultimately be the determining factor. Tesla is dropped from the Magnificent-7, replaced by Eli Lilly; should it be the "Sexy-7?" Mutant wolves roam Chernobyl; Taylor Swift & the Super Bowl: she is the epitome of the American Dream. Why Taylor Swift won’t have to worry about IRMAA charges. New SS COLA and tax implications; why diversification of accounts matters. How your Social Security is taxed. IRMAA & the Five-Year Rule; FIFO (first-in, first-out) in Roth. How to manage Roth if retirement is a few years away.
2:49 – Market & Economic Numbers Preview: Fed Rate Policy
14:03 – Taylor Swift, Mutant Wolves, &
Having the Money Conversation with Kids
2024-02-02
(2/2/24) King Cakes, Ground Hog’s Day, & Meta results: finally paying a dividend to investors. Fed commentary: will the labor markets crack? Will the Fed continue to move the goal posts? Our next Candid Coffee is February 24 (registration link is below): Couples’ money communication; children are Trustees in training. Having the Money Conversation with kids; (The Ground Hog predicts an early Spring). Going back to work after retirement; the Buc-cee’s segment; Retirees returning to work; the reluctance to use a financial advisor; the struggle for men in retirement; why many retirees return to work. The value of a blended portfolio; how to grade your financial advisor: What should be on the report card? Why health and lifestyle matter in retirement.
2:20 – King Cakes, Ground Hog’s Day, &
Why Time in the Market Matters
2023-12-08
Markets have had zero-returns over past two years. Why time in the market matters–especially if you’re young. Risk management is more important when you’re older; the 50/20/30 Rule.
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today’s show on our YouTube channel:
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The latest installment of our new feature, Before the Bell, "What Happens When Buybacks Go Away " is here: -jBIrzg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Is There Hope for 2024?"
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Articles Mentioned in this Show:
"Wall
The Fed’s Conundrum
2023-11-17
(11/23/22) Recession will occur when employment turns sour. Fed guidance to markets: Not saying anything for a while, positioning to be "right," regardless of outcome. Why would the Fed cut rates? That’s the Fed’s conundrum. What does the Fed know that they’re not telling the rest of us? Comparing 2016-19 to now: The Fed managed rate changes and the lag effect, saving the hedge funds. What happens in an economy dependent upon credit? Higher rates creating stress in the system.
Hosted by RIA Advisors’ Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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This segment was excerpted from a previous live stream, which can be fully viewed here:
-AWA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=10s
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The latest installment of our new
Talkin’ Turkey About Your Money
2023-11-10
Richard and Danny take it back to the Old School way, answering live Q&A.
(disclaimer)
1:04 – It’s been a tough August, September, October: historical implications of a negative quarter. You really cannot get all-in or all-out of markets. Positioning portfolios for where money will be going.
4:19 – How we do that voodoo that we do: Sell rules & stop losses.
7:25 – The frustration of current market environment.
11:30 – Allocation and Risk Attitudes: Lennar Homes
15:09 – How bad news sells
19:29 – Talking Turkey About Money
20:37 – People are spending like crazy and low, low savings rates
21:42 – Inflation is NOT transitory; the rate of change may slow, but prices and shrinkflation are not going to reverse; what WILL change is the ability for companies to raise prices.
22:26 – The Fed
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