About this episode
(7/21/22) Will the Fed cave to inflation and pivot on its interest rate hike course--and what will the effects be on markets? Will Markets' recent bottoms hold? Negative sentiment prevails--much of the recent rally has been driven by short-selling. With inflation and mounting debt, this time it IS different; Hasbro, Target, Wal-Mart's inventory surpluses; when will the Fed shift focus from inflation to financial stability? The Roberts' Family Move; the psychology of a Fed pivot & our dependence on debt; Where we are right now: Expecting Recession (so, will it happen?) everything goes back to liquidity and valuation. SEG-1: Will the Fed Pivot on Interest Rates? SEG-2: This Time it IS Different SEG-3: Creating a Stock Pickers' Market SEG-4: Liquidity & Valuations - The cornerstones of investing Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=68wKg4t04_E&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: Will the S&P Reach 4,170?" is here: https://www.youtube.com/watch?v=wDbBlTeYn38&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Could Millennials Sink the Mortgage Market?" https://www.youtube.com/watch?v=GY8aBIvklOU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2358s -------- Articles mentioned in this podcast: "The "Bullwhip Effect" Will Frustrate The Fed" https://realinvestmentadvice.com/the-bullwhip-effect-will-frustrate-the-fed/ "Liquidity and Valuations – The Cornerstones of Investing" https://realinvestmentadvice.com/liquidity-and-valuations-the-cornerstones-of-investing -------- 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/ #FedPivot #Inflation #InterestRates #Liquidity #Valuations #Markets #Money #Investing