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 |
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(1/12/24) Hosted by RIA Advisors’ Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, Danny Ratliff, CFP
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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, "Markets Prepare for the Q4 Earnings Parade,"is here:
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Our previous show is here: "Could You Live Solely on Social Security?"
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Articles Mentioned in this Show:
"The Goldilocks Narrative Reigns For Now"
What the Latest Fed Minutes Mean
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