The Real Investment Show Podcast

4-18-24 Are We On Japan's Path to Stagnation?


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Husband Appreciation Day, Mother's Day, cooling Middle East tensions; the is the Fed allowing the system to percolate? Inflation remains sticky. Markets in correction mode; what happens when the 50-DMA breaks? What to do when the market bounces. Is Fd policy tight enough? The market and the Fed are, for once, on the same page. Foreign buyers' participation in auctions is good; markets are too driven by headlines and algorithms. Gen-Z "discoveries" and remakes of '80's movies; commentary on the good music of the late 1900's. Is higher inflation sustainable? The give and take in inflation metrics; CPI is mostly about shelter prices; the problem with CPI data. Caitlin Clark/WNBA pay vs NBA pay: The economics of sports. Where salaries come from, and understanding what's behind the headlines. Retail Sales in Feb vs Mar; full time vs part time jobs; the impact of immigration on employment.   SEG-1: The Fed is Allowing the System to Percolate SEG-2: Is Fed Policy Tight Enough? SEG-3: Messing with Movies & Music; Is Higher Inflation Sustainable? SEG-4: NBA vs WNBA & The Economics of Sports Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=hOlwvCrHCKM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Articles mentioned in this report: "Are We On Japan's Path Of Stagnation?" https://realinvestmentadvice.com/are-we-on-japans-path-of-stagnation/ "Immigration And Its Impact On Employment" https://realinvestmentadvice.com/immigration-and-its-impact-on-employment/ "Reflation Trade Is The New Bullish Narrative" https://realinvestmentadvice.com/reflation-trade-is-the-new-bullish-narrative/ "Cracks Appear In The Market’s Bullish Armor" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Do You Buy or Sell Into the Bounce?" is here:  https://www.youtube.com/watch?v=9gBp0qyKXwo&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How to Screw Up Retirement in 12 Easy Steps" https://www.youtube.com/watch?v=P2y2E5G1sn4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- 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/ #JapansEconomicStagnation #ReflationTrade #JeromePowell #InterestRateCuts #HotterInflation #StickyInflation #TransitoryInflation #PermatoryInflation #InvestingAdvice #GenZDiscovery #80sMusic #WNBA #NBA #CaitlinClark #SportsEconomics #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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