About this episode
(4/10/23) Anticipated data in the week ahead should bolster the position of the Fed in not cutting interest rates anytime soon; labor participation rates are still not up to pre-pandemic levels; inflationary pressures on markets remain. Markets are betting on no recession and the Fed to cut rates, but fail to recognize the ramifications of the Fed needing to cut rates. "Millennial" ratings season begins: Everyone gets a trophy. S&P expectations for 2024 earnings to equal those of 2022, without stimulus or inflation. Analysts' initial earnings estimates are generally 30% higher than reality; looking for lots of earnings "beats." How the markets have become dependent upon liquidity and Fed intervention; this is not capitalism, and it's not good for markets. Companies are not winning the capital game (the things that really matter to businesses.) The fallacy of boycotts and protests; the true cost of debt. The challenge of investing in a no longer free market. A booming stock market is not necessarily good for the economy: Look at teh results of three bull markets, with 29% of population still expected to need more than $1-mil to retire. Markets will not make you rich; wealth will come from what you save. SEG-1: There's No Indication of a Fed Rate Cut SEG-2: Millennial Earnings Season Begins SEG-3: Market Dependency on Liquidity and Intervention SEG-4: Why a Booming Market's Not Good for Economy 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=4QP_DY2j1X4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- The latest installment of our new feature, Before the Bell | "This Week Begins Earnings Season" is here: https://www.youtube.com/watch?v=_sncC32vQfE&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 -------- Our previous show is here: "Did the Fed Put Too Much Money in the System?" https://www.youtube.com/watch?v=_j-67FkGiuU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s -------- Register for our next Lunch & Learn: "What's New with Social Security?" https://us06web.zoom.us/webinar/register/1116747818184/WN_1UI2lJqsSSS3N5r8lmWovg ------- 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 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 #BigBanks #FederalReserve #InterestRates #RateCuts #Liquidity #MarketIntervention #FreeMarket #Capitalism #Markets #Money #Investing