(11/23/22) The Big Conundrum for next year is, 'what's going to happen?' It's important to leave portfolios open to the possibility of Recession, even though, if so, it would be The-Most-Anticipated Recession in history. What will FOMC Meeting Minutes reveal, and what is the "terminal rate" that ends Fed rate hikes? The cost of Thanksgiving is going up, and Black Friday spending will be an economic "tell" for the future. Is the 60/40 portfolio strategy no longer viable? adjust portfolios to the data; on the "Millennial Investor Podcast," nothing is working. Losing money is part of the portfolio process. Black Friday preview: Toys for Boys & Girls; Saga of the Roberts' Kids: Getting speeding tickets. The Life360 tracker; Inflation for the holidays: Paying more for the same amount of stuff; earnings are still falling, just not as badly; Credit Cards vs Layaway; Needs vs wants. 2:08 - The Big Conundrum of 2023 13:46 - Is the 60-40 Portfolio Dead? 29:28 - Black Friday Preview 32:10 - Toys & Speeding Tickets 43:36 - Life 360 & Tracking Kids 45:57 - Inflation for the Holidays - Needs vs Wants Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP --------- Our Latest "Three Minutes on Markets & Money: "Buy Backs Continue Market Support" is here: &list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=4s -------- Our previous show is here: "Why The Fed Wants More Unemployed" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=3&t=14s -------- Articles mentioned in this podcast: "More Bearish Market Action Before The Bull Can Run" https://realinvestmentadvice.com/more-bearish-market-action/ -------- 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 #60_40Portfolio #Thanksgiving #BlackFriday #FederalReserve #FedPivot #Markets #Money #Investing |
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