The Real Investment Show Podcast

10-14-24 Wall St. vs. Main St. - Who's Right?


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It's Earnings Season "Rush Week" this week, with the bulk of companies reporting 3rd Quarter results; after that, the stock buy back window is prepared to re-open, providing nearlt $1-T in funds to flood the markets. The median value of stock portfolios is $250k, up from $190k. Demand for AI chips is not going away. Markets entering the seasonallt-strong period of the year after hitting new, all-time highs on Friday, triggering a buy signal. The risk of a deeper contraction is possible, but now unlikely. An analysis of the latest CPI numbers reveals a contrast between headline numbers and details in the data; there are some anomalies. Lance discusses the 8 components of the CPI & their weighting in the index. Life with the Roberts' reviews the weekend birthday of the youngest daughter, and fun with Gunner the Wonder Dog. The latest GDP Report Continues To Defy Recession Forecasts. GDP vs Inflation is slowing; NFIB Confidence is on the wane: Small businesses "feel like" they're in recession. Expectations for Retail Sales vs their reality; Cap Ex plans vs Real GDP; why small businesses are not optimistic. SEG-1: Earnings Season Rush Week SEG-2: CPI Analysis: Headline Numbers vs Details & Data SEG-3: Economic Data Does Not Support Recession...but... SEG-4: Why Small Businesses Are Concerned Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO,  Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: ------- Articles mentioned in this report: "GDP Report Continues To Defy Recession Forecasts" https://realinvestmentadvice.com/gdp-report-continues-to-defy-recession-forecasts/ "NFIB Survey Poses Risk To Bullish Forecasts" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Bull Market Remains Intact" is here:  https://www.youtube.com/watch?v=ZZJ1LXlxnyo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Rising Volatility, China Stimulus, & Storms' Economic Surge: What They Mean for Portfolios" https://www.youtube.com/watch?v=BJZp1muy9zA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #EarningsSeason #MarketSeasonality #AllTimeHighs #CPIReport #GDPReport #NFIBConfidenceIndex #Employment #MarketVolatility #MovingAverages #BuySignal #EarningsSeason #EarningsOutlooks #MoneyFlow #MarketBullishness #TechnicalAnalysis #FederalReserve #EconomicData #Recession #PortfolioRisk #MarketRally #MarketBreakout #MarketBullishness #MarketRisk #ManagingRisk #MoneyFlows #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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