The Real Investment Show Podcast

Are Markets Pricing-in Better Times Ahead? (8/8/23)


Listen Later

(8/8/23) The risk for uptick in Inflation: Is the Fed done? Markets fail test of 20-DMA; expect markets to trend sideways. How markets tend to lead the economy; pricing-in better times ahead? The Market Cycle: is there a move to the upside? Market Predictions for economic recovery: Recession in an election year: The incumbent loses. Incentives for Government to prop up economy until after an election. The stages of the economic cycle. What it takes to buy a home as a percentage of income; the economy will cycle through. Beyond Meat & others' earnings; AMC Theaters and post-pandemic theatergoing vs streaming; CPI Report preview: The hope for a continued decline to 2% inflation. Jackson Hole preview: Markets hoping for a Fed pivot; why interest rates must come back down. The new normal will be the Fed owning more and more of the Bond Market to keep interest rates low . SEG-1: The Risk of Uptick in Inflation SEG-2: Is There More to Go on the Upside? SEG-3: Market Predictions for Economic Recovery SEG-4: AMC Theaters & Post-pandemic Behaviors   Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show,  on our YouTube channel:   https://www.youtube.com/watch?v=6mtkRBB_TNQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- The latest installment of our new feature, Before the Bell, "Markets Fail to Test 20-DMA," is here:  https://www.youtube.com/watch?v=gJfnApyPwGY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Rates Can Go Only One Way (Down) " https://www.youtube.com/watch?v=79A7KBLcwtY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Articles mentioned in this report: The Market Is Detached From The Real Economy https://realinvestmentadvice.com/the-market-is-detached-from-the-real-economy/ ------- 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/ #InvestingAdvice #InterestRates #Recession #Correction #EconomicWeakness #FederalReserve #GovernmentDebt #Markets #Money #Investing
...more
View all episodesView all episodes
Download on the App Store

The Real Investment Show PodcastBy Lance Roberts

  • 4.8
  • 4.8
  • 4.8
  • 4.8
  • 4.8

4.8

45 ratings


More shows like The Real Investment Show Podcast

View all
Top Traders Unplugged by Niels Kaastrup-Larsen

Top Traders Unplugged

579 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,062 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

935 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

200 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

361 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,030 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

460 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,355 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

381 Listeners

Forward Guidance by Blockworks

Forward Guidance

271 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

212 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

56 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

364 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

35 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

89 Listeners