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Why the 2020’s Aren’t the 1970’s

(2/8/24) Fair warning, fellas: Valentine's Day is one week away. What do all the numbers and charts really mean about the economy? Financial Obligation Ratio's look great for the upper 10%, but for the rest of the population, they're pretty dire. The markets don't care. Are we over-paying for equities? Market internals are very different from the headline data. The S&P almost hit 5,000, thanks to the EFT draft effect. Will "good" economic data thwart the Fed's rate policy? Bonds feed on inflation and where the market thinks inflation is going to be. Are we looking for a reprisal of 1970's style inflation? (Why now is not then.) Money Supply affects inflation, and inflation begets inflation. The Fed "gets it," but the government does not.

1:59 - Valentine's PSA; What the Charts & Numbers Really Mean
13:21 - Will "Good" Economic Data Thwart the Fed?
29:11 - Bond Strategies During the Inflation Rollercoaster
43:14 - Will We Have 1970's Inflation All Over Again?

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"S&P Index Set To Hit 5000 As Bull Run Continues"
https://realinvestmentadvice.com/sp-index-set-to-hit-5000-as-bull-run-continues/
"We Are Not On The 1970s Inflation Rollercoaster – Part Four"
https://realinvestmentadvice.com/we-are-not-on-the-1970s-inflation-rollercoaster-part-four/
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The latest installment of our new feature, Before the Bell, "Market Internals Tell a Different Tale ," is here:
&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "The Smartest Money Move You Can Make Right Now?"
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Articles Mentioned in this Show:
Retirement Savers Are Piling Into Stocks. Is That A Good Idea?
https://realinvestmentadvice.com/retirement-savers-are-piling-into-stocks-is-that-a-good-idea/
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Lance Roberts
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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