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| HAVE YOU SUBSCRIBED TO "Before the Bell?" https://www.youtube.com/channel/UCFmyKJKseEMQp1d14AjvMUw (2/23/23) Markets are receiving a cluster of support; not all tech companies are alike: NVIDIA vs Intel; it is critical for markets to hold support at current levels; the Fed continuing, aggressive rate hikes have yet to affect markets: Impact on futures vs the lag effect; 475-bp increases have yet ot be felt. Don't ignore Chicago Fed Activity Index: the Fed is "dancing around" financial conditions and keeping a lid on the stock market. There is now an alternative to Zero Returns = Cash. Why cash "sitting on the sidelines" isn't necessarily going back into stocks; alternatives to stocks: "Money-good Bonds." When you're betting on junk bonds, "risk-free" is a no-brainer; what the Fed wants is a "Controlled-burn" of asset prices. Bond markets are pricing-in a Fed rate above 5%.Three options: Hard-landing, Soft-Landing, or No-landing, and No-landing isn't going to happen. 3:09 - Markets' Cluster of Support 14:41 - Why the Fed is Keeping a Lid on the Stock Market 31:06 - Investors' Alternative to Zero 44:29 - Why the "No Landing" Scenario is a no-go 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 | "Markets Consolidate: What Should You Do?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "The Problem with Economic Data" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2852s -------- Articles mentioned in this podcast: "Gold Investors Are Betting on the Fed" https://realinvestmentadvice.com/gold-investors-are-betting-on-the-fed --------- Register for the next Lunch & Learn on Raising Money Smart Kids (2/23/23): https://us06web.zoom.us/webinar/register/8516736369321/WN_u6P-EAklT0iIgAXc1ChgrA -------- 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 SimpleVisor: https://www.simplevisor.com/register-new -------- 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 #InterestRates #MarketCorrection #FederalReserve #Inflation #StickyInflation #Recession #Markets #Money #Investing |
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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