The Real Investment Show Podcast

11-18-24 "Trump Trade" Sends Investors Into Overdrive


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It's the last full week of trading before Thanksgiving. Expectations for US GDP growth in the new year are on the plus side of 3%, vs the EU's negative exepctations: Where do you want to put your money? First place the "Government Efficiency Department" can start is at the Department of Defense, failing its past seven audits. Risks are building in certain market areas where “Trump Trade” exuberance has likely exceeded the grasp of underlying fundamental realities. While investors were a bit skittish heading into the election, the clean Republican sweep of the Presidency, House, and Senate has sent investors scrambling to add exposure across all market assets. While the “Trump Trade” certainly has some legs, lower taxes, deregulation, and tariffs will not solve many companies’ ” sales “ problems. But that is the beauty of speculation: rising prices increase speculation, which leads to higher prices. Lance shares his weekend excurion to The Warehouse at Texas A&M; valuations as short-term tools vs long term fundamentals. Post-election optimism at an all time high; the set up for markets now is very different from 2016. Could BitCoin hit $100,000? Why we don't have it in our 60/40 portfolio: Too volatile. Understanding risk psychology; why we've got about five years remaining to make real money in the markets.  SEG-1: Great Expectations for US GDP Growth SEG-2a: An Aggie Christmas SEG-2b: Valuations & Risks in Cutting Government Spending SEG-3: Understanding Bitcoin & Risk Psychology SEG-4: Short-term vs Long-term Market Perspectives  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: "Trump Trade” Sends Investors Into Overdrive" https://realinvestmentadvice.com/resources/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Assets Keeping You Awake? Sell 'em!" is here:  https://www.youtube.com/watch?v=_Q86SaUTa5s&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "The Math Behind the MACD" https://www.youtube.com/watch?v=zqVRDTY2m5Q&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/ #TrumpTrade #InvestorSentiment #MarketImpact #EconomicPolicy #StockMarketNews#StockMarketTrends #EconomicOutlook #FederalReserve #InterestRates #YieldCurve #OperationTwist #JeromePowell #NFIBconfidenceIndex #TrumpWins #ElectionResults2024 #MarketReaction #InvestmentStrategy #PolicyImpact #ElectionDay2024 #MarketVolatility #ElectionInvesting #PortfolioProtection #FinancialTrends #InvestmentStrategy #ElectionImpact #InterestRates #TexasAM #TheWarehouse #ChristmasDecorations #AggieSanta #InvestingAdvice #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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