The Real Investment Show Podcast

Can Mega-caps Continue to Lead? (9/5/23)


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(9/5/23) Markets are entering the "weak" month of September, the home of when things fall apart; barring any catastrophe, the month should prove to be flat. August Jobs Report shows higher unemployment = slower spending = lower inflation, the Fed's goal. Popcorn shrinkflation at Costco. Why Mega-cap stocks continue to lead the market: Growth of ETF's, and money must be invested for safety & liquidity. Why the Deficit declined: reduced spending; deficit now doubling due to more spending, which has again deferred Recession. The widening gap between spending and revenues; inflation is always a monetary phenomenon (fiscal policy). Government money now being spent on non-productive debt. The Fed's role in Government debt; circular logic in government math & accounting. The downside of Diversity: What is the benefit of DE&I (Diversity, Equity, and Inclusion): When diversity is higher, charitable donations and cooperation decline; why are companies pushing DE&I? Employees are less-inclined to unionize. The Value of Social Capital. SEG-1: Market Rally Continues SEG-2: Will Mega-caps Continue to Lead? SEG-3: Government Math & Circular Accounting Logic SEG-4: The Downside of DE&I Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=AkGxDBzOJNE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- The latest installment of our new feature, Before the Bell, "Where Money is Hiding" is here:  https://www.youtube.com/watch?v=npFqaJnJZjM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "How We're Fighting Inflation Now" https://www.youtube.com/watch?v=ldE2JtxJ_54&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles mentioned in this report: "The Downside of Diversity" (WSJ) https://www.nytimes.com/2007/08/05/world/americas/05iht-diversity.1.6986248.html "Mega-Cap Stocks Continue To Dominate. But Why?" https://realinvestmentadvice.com/mega-cap-stocks-continue-to-dominate-but-why/ ------- 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 #MarketRally #MegaCap #JobsReport #Unemployment #Shrinkflation #Deficit #GovernmentMath #DEI #Diversity #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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