The Real Investment Show Podcast

1-23-25 It's the Dollar, Stupid!


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What does the $500-B Stargate announcment really mean for the economy (remember Carrier's "on-shoring" of jobs)? Lance recounts the benefits and innovations that came out of the US Space Race. Markets are back at all time highs; choose your entry point wisely. Lance & Michael review the concepts of trimming portfolios and taking profits; how to properly weight portfolios. What is your objective? Portfolio weighting = risk management. Lance previews an upcoming, virtual economic summit. Lance Roberts & Michael Lebowitz discuss the recent strong correlation between the appreciating dollar and rising yields and the reasons for the relationship, covering the US Dollar Impact on Economy, Global Currency Trends for 2025, and  Dollar Strength and Investments. Lance & Mike will also touch on Foreign Exchange Markets Analysis and USD vs Global Currencies. Importing edflation, exporting inflation; fundamentals vs sentiment. FOMO and Term Premiums. Why Bond Vigilantes are not the good guys. Lance & Michael's Fed Meeting Preview; the problem of CPI Shelter component; New Rents will take months to show up in calculus. SEG-1: What the $500-B Stargate Announcement Really Means SEG-2: How to Trim Portfolios & Take Profits SEG-3: It's the Dollar Stupid SEG-4: Curbing Expectations to Manage Risk Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=pT38gvYnsXc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- Articles mentioned in this report: "It's the Dollar, Stupid!" https://realinvestmentadvice.com/resources/blog/its-the-dollar-stupid/ "Are Return Expectations For 2025 Too High?" https://studio.youtube.com/channel/UCXVMMgEidXlrTM1coedg70A/livestreaming ------- The latest installment of our new feature, Before the Bell, "Be Careful of Chasing at All Time Highs," is here:  https://www.youtube.com/watch?v=_lTQvJBW6NY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Are Returns Expectations For 2025 Too High?," https://www.youtube.com/watch?v=MEKNkfsiB4k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s ------- 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/ #AllTimeHigh #FOMO #EntryPoint #Volatility #InvestorSentiment #USDollar #GlobalEconomy #ForexMarket #CurrencyTrends #FinancialTalk  #MarketCorrection #MarketRisk #MarketRally #OverBought #OverSold #PortfolioRebalancing #BalancingRisk #Expectations #StockMarket2025 #InvestmentOutlook #FinancialTrends #MarketExpectations #WealthManagement  #MarketIndicators #InvestingAdvice #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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