About this episode
(7/24/23) Will market volatility return with a rebalancing of the NASDAQ and Index Funds: Where will the money go? The Barbenheimer Weekend; GDP & Debr-driven liquidity: The problem of debt servicing. Earnings parade continues: Preview w Domino's Pizza as economic indicator; the importance of understanding earnings & estimates. Are you really getting everything you're paying for? Example: Apple is 1/8th US GDP: How can growth estimates be sustained in slow economy? Can the pace of growth continue to justify the price? Same question applies to MSFT and NVDIA. Texas border crisis: How about an immigration tax? How the stock market has become detached from the economy. The correlation between earnings and economic growth. What's next: How can extreme deviations be sustained? Tipflation: It's out of control. How companies can extract more revenue from customers, and not have to raise wages. There's been no recession (yet) because consumers are meeting increased demand; how much more can companies get? Fed inflation data does not include tipping. SEG-1: Market Volatility Returns after Barbenheimer Weekend SEG-2: Earnings Preview & The Domino's Pizza Economic Indicator SEG-3: Texas Border Issues Stock Market Detachment from Economy SEG-4: Tipflation & Why There's no Recession...yet 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=Ar-el_kbdCc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell, "Will the NASDAQ Rebalance Matter?" is here: https://www.youtube.com/watch?v=mBSwcE8Iwhw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Demolish Your Retirement" https://www.youtube.com/watch?v=fk47pi935lM&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: Economic Cycle Set To Improve But Are Bulls Too Bullish? https://realinvestmentadvice.com/newsletter/ ------- 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 #EarningsSeason #Estimates #Inflation #EconomicIndicators #DominosPizza, #NVDIA #MSFT #TexasBorder #ImmigrationTax #Barbenheimer #Markets #Money #Investing