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| (7/13/23) Elon Musk's ChatGPT challenger, xAI, is the source of an order boom for NVDIA chips. Meanwhile, markets respond to a cooler-than-expected CPI print. Social Media Influencers & Human Bait; Digesting CPI: The difference between YOY and MOM numbers. What's the Fed's next move? Why would/should the Fed lower rates now? Why the Fed will do what it takes to save the banks; saving their rate "cushion" for a rainy day. What about risk from Commercial Real Estate? What are the Big Banks thinking? Margins are at risk, at lowest levels in 30-years. Regional Banks' stories will be more interesting; banks' Loan Loss Reserves are key. They Fed says it's the end of an era for stocks: Corporate profits of late have relied heavily on low taxes and interest rates. What does that infer going forward about continued corporate and GDP growth? The problem with higher-than-normal valuations; Bonds' alternatives; the impact (or not) of stock buy backs. 0:00 - Teaser/Intro 0:54 - Elon's xAI = NVDIA Chip Order Boom 6:17 - Social Influencers & Human Bait 7:59 - Digesting CPI: The difference between YOY & MOM 18:25 - What's the Fed Doing Next? 29:42 - The Fed: The End of an Era (for Stocks)? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer [NOTE: Okay, we admit it--this morning's live-stream was a fiasco (thankyou, Livestream.com!) So this is an edited recording of the FULL show, sans commercials!] -------- The latest installment of our new feature, Before the Bell, "Does CPI Change Fed's Rate Hike Views?," is here: &list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "How to Avoid Fatal Flaws in Modern Financial Planning" &list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for our next web event: https://us06web.zoom.us/webinar/register/6816835709464/WN_ItmsNXpsRs2uKE6xOrJtdg ------- Articles mentioned in today's show: The End of an Era for Stocks, Warns the Fed https://realinvestmentadvice.com/the-end-of-an-era-for-stocks-warns-the-fed ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- 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 #CPI #FederalReserve #InterestRates #Inflation #ElonMusk #xAI #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.
The chairman pulls a black hole out of his pocket and disappears into the sunset ?
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The board spent every day in May scaring markets to pause in June?
This board is nothing but under educated bull shit artists!
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So, if rates stay where they are here, what happens to bonds that have been pushed hard.
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The abrupt decline in CPI is ominous and likely completely unrelated to the rapid increase in the FED fund rate. Suspect deflationary recession is underfoot. CPI may well go negative in the coming months. This is not good news.
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Goldman needs to hire tommy lee to try to regain some of its dignity?
Burry, blackrock, stanley, + Dimon which one is the biggest bullshit artist?
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Thanks for the updates sir!🙌
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