by Lance Roberts
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| Richard and Danny take it back to the Old School way, answering live Q&A. (disclaimer) 1:04 - It's been a tough August, September, October: historical implications of a negative quarter. You really cannot get all-in or all-out of markets. Positioning portfolios for where money will be going. 4:19 - How we do that voodoo that we do: Sell rules & stop losses. 7:25 - The frustration of current market environment. 11:30 - Allocation and Risk Attitudes: Lennar Homes 15:09 - How bad news sells 19:29 - Talking Turkey About Money 20:37 - People are spending like crazy and low, low savings rates 21:42 - Inflation is NOT transitory; the rate of change may slow, but prices and shrinkflation are not going to reverse; what WILL change is the ability for companies to raise prices. 22:26 - The Fed will have one more rate hike. 23:39 - (Chart) Credit Card debt 24:40 - Bond issuance by the Treasury Debt: short term bonds at higher yields than long term bonds: The belief is lower interest rates will return. 27:26 - What do individual investors do; what do we control? 27:50 - Santa's Wonderland - no longer inexpensive. 29:28 - Heavy in long duration bonds and not one tech stock for 5-year view 32:14 - What to do when the yield curve un-inverts. 34:42 - We're not technically in a recession--we're in a quagmire--but it feels like it. 37:22 - Living smaller - building liquidity 38:02 - Financial Vulnerability Cushion, Financial Restraint, & Delayed Gratification 44:10 - Strategic allocation really depends upon your risk attitude. 48:52 - Commentary on the US Dollar 52:37 - Commentary on owning Gold 54:33 - Getting back into the market 57:14 - Parting Thoughts: Focus on things you can control Looking at Regional banks Office space/commercial real estate is in turmoil -------- ➢ Listen daily on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-real-investment-show-podcast/id1271435757 ➢ Watch Live Mon-Fri, 6a-7a Central on our Youtube Channel: www.youtube.com/c/TheRealInvestmentShow ➢ Upcoming personal finance free online events: https://riaadvisors.com/events/ ➢ Sign up for the Newsletter: https://realinvestmentadvice.com/newsletter/ ➢ RIA SimpleVisor: Analysis, Research, Portfolio Models, and More. https://www.simplevisor.com/register-new Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Markets #Money #Investment_Advice |
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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