(1/19/23) The Fed Whisperer says there are more rate hikes coming, despite the weight of inflation on markets & the economy. Retail Sales in December were off more than 1% (and 70% of the economy is consumer-driven). Stil to come will be the recessionary effect on earnings, as well as the lag effect of rate hikes. Debt Ceiling Deadline: There will be no default; the Crypto crunch; meanwhile, the same Fed rhetoric: More Rate Hikes to come. When will the Fed stall, and for how long, before the "pivot?" Where to invest as the Fed continues? The Value of the US Dollar: A weaker dollar is better for Commodity purchases; bonds and stocks are pricing-in a Goldilocks environment; stocks vs ETF's? The issue of volatility is what hampers Crypto-currency; the Yen and Yuan swing +/- 2% in one day! Gold vs Dollar theories. 3:15 - The Fed Whisperer: More Rate Hikes Coming 15:00- Why There Will Be No Default 30:28 - Where to Invest as the Fed Continues Rate Hikes 44:30 - Is the End of the Dollar Impossible? 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 | "Has Inflation Already Been Beaten?" is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "ETF's vs Stocks: Where are the Investing Opportunities this Year?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2 -------- Articles mentioned in this podcast: "Treasury Bonds FAQ:" https://realinvestmentadvice.com/treasury-bonds-faq "The “Pain Trade” Is Higher For Now" https://realinvestmentadvice.com/the-pain-trade-is-higher-for-now/ -------- 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 #FederalReserve #USDollar #InterestRates #RateHikes #Recession #Inflation #InvestingOpportunities #Markets #Money #Investing |
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