About this episode
(10/17/23) Earnings Season is in full swing, with Big Banks reporting this week. More interesting than earnings results will be forward outlooks. The unknown is the unintended consequences of COVID-era government funding that has yet to be spent: Those funds could prevent a recession, and even provide the mythical "soft landing" or NO landing the Fed would like to see. Meanwhile, markets continue to consolidate, not going anywhere in a hurry. Three reasons investors under-perform: The Law of Unintended Consequences. A look at the Valuation to Volatility Ratio, and exceptions to the rule. Are consumers still committing "revenge spending" in a post-pandemic economy? Earnings results will ultimately depend upon employment. The slide to 2% inflation doesn't mean prices will come down; the risk of predictions. SEG-1: Why Forward Guidance Matters More than Earnings SEG-2: The Law of Unintended Consequences SEG-3: Valuations, Volatility, and Thomas the Train SEG-4: Revenge Spending & Corporate Earnings Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ruR9XJGuRFY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell, "Managers' Repositioning to Drive Markets to Year's End" is here: https://www.youtube.com/watch?v=eKhAebIm9J8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Fear & Loathing on Wall Street" https://www.youtube.com/watch?v=CEdbEYdVao0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this Show: "Consequences Are Always Unintended" https://realinvestmentadvice.com/consequences-are-always-unintended/ "October Weakness Before The Year-End Run?" https://realinvestmentadvice.com/october-weakness-before-the-year-end-run/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Watch our past Candid Coffee: https://www.youtube.com/watch?v=Sdi_-TQpNb8&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=2s ------- 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 #IsraelWar #UkraineWar #MarketSentiment #Employment #Geopolitics #EconomicRecession #Markets #Money #Investing