by Lance Roberts
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| (10/4/22) Will companies be able to pass along increased costs to consumers? As the prelude to earnings season begins to rev-up, CEO confidence is down; what will their outlooks reveal? Has the bounce begun? The short squeeze we predicted has arrived; expect rally to 3,800 to 3,900; Q3 GDP could provide some life to markets. While 70% of companies surveyed by KPMG say ESG has improved their earnings, 59% are pausing or reversing their ESG stance. How concerned is the Fed about Pension funds? The BOE's margin call loop: When Pension funds run out of collateral (a financial crisis doesn't have to be credit-related). Investment decisions are based upon models (see "Margin Call," the movie). Why this is not like 2008: More persons are working longer; what happens if/when they all pull their pension funds; could that create a "run" on Pensions? Market Commentary; is it unnerving that everyone sees a Recession coming, because no one ever sees a Recession coming. Bitcoin crimes & The Silk Road. The effects of drug use on society. 3:15 - Earnings Season Prelude 14:30 - KPMG ESG Survey Results 16:53 - The Financial Crisis Doesn't Have to be Credit-related 30:30 - Ripping off Walgreens & Jaywalking Repeal 35:20 - Why This is Not Like 2008--But It Is 44:30 - The Recession No One Sees Coming Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: Be Careful: We're Not Out of The Woods Yet" is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Nowhere to Go But US Dollar & Treasuries" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2601s -------- Articles mentioned in this report: "ESG Underperformance Will Be Its Undoing" https://realinvestmentadvice.com/esg-underperformance-will-be-its-undoing/ "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 #FinancialCrisis #ShortSqueeze #EconomicRecession #EarningsSeason #PensionFund #PensionRun #BitCoin #TheSilkRoad #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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