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How to Invest in a Goldilocks Economy

(2/2/23) Fed Chair Jerome Powell is more concerned about "disinflation" than financial conditions, as evidenced by the Fed's quarter-point rate increase, and shift in stance on inflation; subsequent market upside may be limited to 100-points. Disinflation vs Deflation. Ground Hog Day again, and again, and again...Fed Meeting recap: The Fed got it wrong about "transitory," and doesn't want to be wrong again. Three choices for the Fed: Hike, Hold, or Drop rates. Measuring inflation and sticky prices; how to trade markets that are not predicting recession: What if the markets are wrong? Goldilocks is the preferred forecast; theme for the year will be "Audible;" P. Phil's track record (40% correct); what market sectors are likely to perform better in a "Goldilocks" environment? Growth vs Value stocks; is the market skewing more passive vs active investing?

3:10 - The Fed's Big Shift
14:34 - Ground Hog Day
16:08 - Fed Meeting Recap
30:35 - P. Phil's Prediction & Inflation Dynamics
33:54 - Is the Market Wrong About Goldilocks?
44:28 - P. Phil's Track Record
46:12 - Market Sectors to Seek in Current Climate
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
The latest installment of our new feature, Before the Bell | "How to Trade a Goldilocks Market" is here:
Our previous show is here:
"How Hawkish Will Jerome Powell Be?"
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Lance Roberts
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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