The Real Investment Show Podcast

10-30-24 Why this Bull Market Feels Weird


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Halloween preview & earnings parade; pre-election bond market auction action. Markets are hedging a bit ahead of elections. The latest JOLTS report was weaker than expected - more evidence of a slowing economy? Meanwhile, consumer confidence continues to confound, bouncing up in the latest Conference Board Confidence Index reading, especially for forward expectations for stock prices into 2025. Lance reviews International, Emerging Markets, and Dollar performance. Markets "are not doing nothin'" until after the election. Lance & Danny discuss what happens after that. Political posturing is a problem: Data vs Opinion. Why markets love gridlock, but appear to be positioning for a Trump win. How many Funds outperform the S&P (chart); this data does not show who the managers were! "I want a one-star Fund on its way to five-stars." A comment on why intrinsic value doesn't matter; bond ratings & pay-for-play. The problem with ratings systems: No real-time monitoring/reporting. What we didn't know: The Lehman story. "High Yield" is a proxy for junk. Why ETF's underperform their indexes. Why don't we sing pumpkin carols? Could raging bull John Paulson be the next Treasury Sec'y.? How thoughtful would slashing government spending be? A final tease for more complete discussion on "intrinsic value." SEG-1: Markets Are Hedging Ahead of Elections SEG-2a: What Happens After the Election? SEG-2b: How Many Funds Outperform the S&P? SEG-3: Bond Ratings Happen in the Rear View Mirror SEG-4: The Challenge of Cutting Government Spending Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=SSkBraqrjmU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2989s ------- Articles mentioned in this report: "Key Market Indicators for November 2024" https://realinvestmentadvice.com/key-market-indicators-for-november-2024/ ------- The latest installment of our new feature, Before the Bell, " Why No One is Willing to Buy or Sell" is here:  https://www.youtube.com/watch?v=Sh_WPCQ11qk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Key Market Indicators for November 2024" https://www.youtube.com/watch?v=IAyGMHtuS0Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s ------- 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/ #MarketsHedging #FundOutperformance #BondRatings #LehmanBrothers #GovernmentSpending #SpendingCuts #FederalBudget #SellSignals #MarketCorrection #MarketConsolidation #MarketIndicators #EconomicOutlook2024 #StockMarketForecast #FinancialTrends #FedPolicyUpdate #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #MagSeven #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024  #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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