How Living Longer Will Impact Retirement

2024-03-28

If Fed Chairman Jerome Powell doesn’t appreciate the difference between financial and borrowing conditions, we must assume most investors do not either. The current combination of easy financial conditions and tight borrowing conditions makes monetary policy difficult for the Fed to balance. At times, like today, financial and borrowing conditions can be at odds with each other, which makes the Fed’s job of managing monetary policy more difficult. Threading the eye of this needle may prove problematic given that inflation remains too high and, more recently, is showing some signs of being sticky.

Hosted by RIA Advisors Hosted by RIA Advisors Chief Investment Strategist, Lance Robert, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer

2024-01-26

(1/26/24)
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
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The latest installment of our new feature, Before the Bell, "Time to Trim Portfolios? is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Netflix & the Phenomenal NASDAQ Decade"
-qPLaTMQ4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s
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Articles Mentioned in this Show:
"All-Time Highs For Stocks As Bitter Economic Headlines Persist"

2024-01-22

(1/22/24) Earnings season continues with the bulk of S&P companies reporting this week: This should provide a clearer picture of how businesses are really doing. Why the Fed did QE according to Ben Bernanke: So Americans would feel better about the economy (never mind the fundamentals). Optimistic consumer confidence is now based on the guess that the Fed will cut rates this year. Markets achieve all-time high on Friday…but are now just .9% above break-even from two years ago. Watch markets set up for correction. All-time highs are like a magnet: How far can this momentum go? Commentary on the impact of AI on businesses, and the problem with AI replacements. Which companies are best able to take advantage of AI? Which companies will drive further development of AI, and how will this

2024-01-18

(1/18/24) Texas Weather’s extreme mood-swings are on display; markets are in bore-mode until the stock buy back window opens again in two weeks; a look at Bitcoin, Gold, & Bonds; Is the Fed about to close down its quantitative easing play? The Yield Curve has invert, but is it about to un-invert? The Fed has a liquidity problem that is rising to the top: There’s not enough collateral in the market, and the Fed’s is about to take away liquidity: What do they see that we do not? How much leverage is still in the system? Michael’s FNMA story; Banks are leveraged 10:1 today, underscoring the importance of overnight markets for survival. The potential of stopping QT to provide needed liquidity. Why interest rates cannot go higher: Too much leverage all the way around. Will the Magnificent-7

2024-01-12

(1/12/24) Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:
https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator
——–
The latest installment of our new feature, Before the Bell, "Markets Prepare for the Q4 Earnings Parade,"is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Could You Live Solely on Social Security?"
&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles Mentioned in this Show:
"The Goldilocks Narrative Reigns For Now"

2024-01-04

(1/4/24) Santa fails to deliver at Broad & Wall Street; Economic data is coming: Is employment softening? January declines decimate December’s gains: This is the correction we needed, but stocks are still trading above their 50-DMA. Fed Meeting minutes: What about QT or a taper? The Fed seems to be looking for moderation to keep things from getting out of control. The Fed is alluding to seeing something no one else does, but not saying what. Hunting on the border with StarLink ; pressure for market sell-off on large stocks; what about the other 493 stocks in the S&P? Is the shift temporary? Market Champions & Super Bowl Teams: Rarely repeat back-to-back wins. Customer defections from streaming services: Could this be the next leading economic indicator? The flaws in "the data:" looking

2023-12-21

(12/21/23) It’s the final live-show of 2023: We look at New Year’s market indicators, the Super Bowl & the Bandwagon Effect; someone will be wrong next year. Economic data is starting to improve, which will be problematic for the Fed. The "worst market sell-off since September(!)" Simmer down; this has been expected. Market gains were "Gone in 120-minutes," less time than the movie. The dash for trash: FOMO & the Bandwagon Effect. What does the Fed know that they’re not telling? Some turbulence ahead: Expect a soft landing to be "bumpy." Headwinds will come from the lag effect of the Fed’s liquidity injections. Watch for volatility, epecially if the Fed has to raise rates to combat rising inflation; what happened to home sales? From Enron to the SPAC’s: Where were the auditors? How the