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| (9/8/22) Markets continue through a holiday-shortened week; use any rally to reduce portfolio risk; the Fed is not backing-off its hawkish stance, but markets are holding support...so far. The Fed's hawkish talk of 75bp, with more to come, targeting the 4% range. The ECB is dealing with the same issues as the Fed, plus much higher energy costs. Dealing with the feedback-loop of central bank moves; why dollar strength is a problem for the EU; all currencies are fiat: nothing is "backed" by anything. Liquidity is key; when the dollar tightens, there's a ripple effect for the entire world; the Fed's currency swap-line; with the Russian incursion and higher energy prices, the best way to help the EU is with a stronger Euro; inflation is the bane of bond holders. 2:47 - What if the Market Breaks Through Support? 14:09 - Dealing with the Fed's Feedback Loop 30:05 - The Ripple Effect of Fed Tightening 44:00 - The EU, Bonds, & Russian's Impact RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Our Latest "Three Minutes on Markets & Money: The Death Cross & Oil Prices" is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Should You Jump Into an EV?" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2459s -------- Articles mentioned in this podcast: "Consumer Staples vs. Discretionary" https://realinvestmentadvice.com/consumer-staples-vs.-discretionary "Earnings Decline – Likely More To Go Before We Are Done" https://realinvestmentadvice.com/earnings-decline-likely-more-to-go-before-we-are-done/ -------- 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 #Eurozone #HighEnergyPrices #StrongDollar #FiatCurrency #EnergyPrices #Inflation #Rusia_Ukraine #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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