About this episode
(6/22/23) HOUR ONE: Investor sentiment vs Consumer sentiment: This is problematic for the Fed; a re-acceleration of Inflation? Housing is beginning to stabilize, with shallow inventory keeping prices high. What is moving Markets: Swiss & UK interest rate increases; Inflation is NOT coming down. the Fed's not done, despite falling headline inflation. YOY inflation may be at zero, but prices remain high. Core inflation remains high; when will the lag effect appear? What the Fed needs: Mild recession with high unemployment. Jerome Powell's comments; looking at Recession indicators. Why would the Fed cut rates now?? The risk of bank failures: Higher rates jeopardize bank holdings. What the Fed does affects only the short-end of the curve: Two-years max. The demand for bonds from money market funds. The Fed is trying to engineer a recession. The problem with jumping into things: Are annuities right for you? Always ask, 'what comes next?' There is a downside to annuities. HOUR-TWO: (Live Q&A from Radio listeners & YouTube audience) Market pre-open commentary; pensions are going away; Is Advanced Auto Parts a 'wide-moat' company? (No.) Bond investment strategies. investing in precious metals & mining gold. Durations in Portfolios: Owning actual bonds vs TLT Funds. S&P 500 vs Equal Weight? Will higher unemployment help increase housing supply? (Yes.) Stock/Bond allocation recommendations; Who pays for new housing projects? Home Builders. more multi-family housing projects are facing a coming blowback: Too many being build. How do insiders invest? A peek through SimpleVisor tools. Market futures commentary: Nothing new from Jerome Powell expected today. Will the Fed stop hiking rates if unemployment rises? (Yes.) Economy is 70% consumption; production has to also be reduced. Markets are not cooperating. Reduce demand by reducing work. @-yr vs 30-year Bond Yields? (There will be some math involved.) Why 20-yr yields run higher than 10-yr. Separate Dividend stocks vs ETFs? Go for the stock. Pensions vs S&P 500. HOUR-ONE: SEG-1: Investor & Consumer Sentiment Problematic for the Fed SEG-2: The Fight for Inflation SEG-3: The Fed's Nirvana Moment SEG-4: The Good & Bad Sides of Annuities HOUR TWO (Live Q&A): SEG-5: Market Commentary/Investing for Retirement SEG-6: Bond Investing Strategies, S&P 500 vs Equal Weight SEG-7: Stock/Bond Allocation Recommendations SEG-8: The Fed's Unemployment Goals; Calculating Bond Yields Hosted by RIA Advisors 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=ONZwVaP1aD0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- The latest installment of our new feature, Before the Bell | "Markets Looking for Excuse to Pull Back" is here: https://www.youtube.com/watch?v=nQS7K5dLEzY&list=PLwNgo56zE4RA3snVQyugvOF5TwZ1Xu7bm&index=1 -------- Our previous show is here: "Will Student Loan Repayments Choke the Economy?" https://youtube.com/playlist?list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe -------- Article Mentioned in Today's Show: "Speculation In A.I. May Face Challenges" https://realinvestmentadvice.com/speculation-in-a-i-may-face-challenges/ ------- 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 #FederalReserve #JeromePowell #RollingRecession #StudentLoanDebt #Recession #Unemployment #InterestRates #Markets #Money #Investing