(11/17/22) There's a problem with market rallies: The Fed doesn't like 'em. Estimates for Q4 GDP = 4.4% The tell will be Christmas sales; what are valuations telling us? Price must adjust for lower earnings. Things are starting to crack in financial markets; things we see during boom times vs bust times corrections: The Fed's Goal is to pull excess out of the markets. No question the Fed will pivot: But When?? FTX is not a "Lehman Moment." When the Fed pivots, things will not be good; the Fed is scared and wants 1% of workers to lose their jobs. Investing in an uncertain market; are Bonds a safe bet? What the Fed is doing is bond-friendly. 3:12 - Why the Fed Doesn't Like a Market Rally 14:36 - Things Are Starting to Crack in Financial Markets 30:29 - What is a Pivot, Ross? 44:28 - Are Bonds a Safe Bet in an Uncertain Market? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: "The Fed's Anti-Inflation Campaign is Good for Bonds " is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Wake-up Call for Wall Street?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2941s -------- Articles mentioned in this podcast: "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ -------- 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/ #InvestingAdvice #Inflation #ContrarianInvestor #FTX #LehmanMoment #BondMarket #FederalReserve #FedPivot #RossGeller #Friends #Markets #Money #Investing |
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