The Real Investment Show Podcast

7-22-24 Analyzing the Potential Impact of a Kamala Harris Presidency


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Lance discusses the markets' potential reaction to Biden's exit from Presidential race, and whether markets' rotation out of mega-cap stocks is sustainable; a rewind to February market conditions compared to now: A correction is expected before the election. Commentary on keeping market corrections into context; the mega-cap rotation and fewer medium- and small-cap companies from which to choose: 40% of these are unprofitable companies. As companies complete their quarterly reports, buy back will again be enabled, and that activity will add to market volume. Lance explores the potential impact of a Kamala Harris presidency. What sectors could benefit from her leadership and policies? An overview of Harris’s potential presidency and expected policy focus areas; implications for clean energy, Student loan forgiveness initiatives, and the broader Democratic policy continuations Regional Banks are reporting this week, encumbered by collateral and commercial real estate. Company stock buy back will resume following quarterly reports. Market expectations are for three rate cuts this year; the Fed now hints at only two. Lance discusses the importance of Credit Spreads as early indicators for credit market health. VIX Behavior. SEG-1: Markets' Response to Biden Withdrawal SEG-2: Putting Market Corrections into Context SEG-3: Market Impact of Buy Back Resumption; SEG-4: Earnings Preview; Credit Spreads as Risk Barometer 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=GD5zUs1trJk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2619s ------- Articles mentioned in this report: "Can Mega-Capitalization Stocks Continue Their Dominance?" https://realinvestmentadvice.com/can-mega-capitalization-stocks-continue-their-dominance/ "Russell Explodes Higher As Rotation Takes Hold" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Position for Correction" is here:  https://www.youtube.com/watch?v=PZC2yyhOkxw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Has the Economy Put Your Retirement Plans on Hold?" https://www.youtube.com/watch?v=48O-tkQ685Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2145s ------- 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/ #KamalaHarris #Presidency #2024Election #CleanEnergy #StudentLoanForgiveness #SocialisticPolicies, #Democrats #MarketFutures #MarketSectors #PublicPolicies #BidenAdministration #Politicalanalysis #Government #Economy #SocialIssues #RenewableEnergy #EducationReform #PoliticalFuture #AdministrationFocus #DemocraticParty #PolicyImpact #PoliticalLeadership #USpolitics #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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