The Real Investment Show Podcast

Is Toyota the Next Tesla? (2/15/24)


Listen Later

The post-Valentine's Day afterglow; Markets are not behaving like it's February (typically a weaker month), so far. The NFIB Small Business Survey belies weaker conditions and negative sentiment; there is a correlation between the NFIB  and Small Cap Index. Markets continue to do well, despite weaker economic activity; bonds showing promise; NVIDIA captures 3rd place in S&P 500, unseating Amazon & Google. Commentary on pending legislation to reclassify Homelessness as a Healthcare issue; economic data preview: Retail Sales could be weaker; PPI and weaker regional manufacturing reports; the impact of Government Debt is a drag on economic growth; the continuing effects of fiscal stimulus. The Components of CPI: Homeowners Equivalent Rent/Shelter vs PCU (what the Fed looks at); the flaws in sampling data: Focus on trends, not monthly data. The consequences of too much debt, with Japan as an example, now in recession. China, Germany, and Japan are all in recession, yet the US remains immune? Toyota vs Tesla: 9% of US car sales are hybrid. The next advance in battery technology: Solid state Lithium batteries. Toyota is in the lead; Tesla is working on version 2.0 of current battery (no pun intended). SEG-1: Markets Aren't Behaving Like it's February SEG-2: Reclassification of Homelessness; the Impact of Government Debt SEG-3: Looking at the Components of CPI SEG-4: Is Toyota the Next Tesla? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Register for our next Candid Coffee: "Five Money Habits of Unhappy Couples," Saturday, February 24, 2024: https://streamyard.com/watch/xRDYWQQqdFaF -------- Watch today's show video here: https://www.youtube.com/watch?v=4bcTBUuxKO8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=502s -------- Articles mentioned in this report: "Is Toyota The Next Tesla?" https://realinvestmentadvice.com/is-toyota-the-next-tesla/ "Divergences And Other Technical Warnings" https://realinvestmentadvice.com/divergences-and-other-technical-warnings/ "This Is Nuts & Why We Reduced Risk On Friday 01-11-20" https://realinvestmentadvice.com/this-is-nuts-why-we-reduced-risk-friday/ "Housing Is Unaffordable. Dems Want To Make It Worse." https://realinvestmentadvice.com/housing-is-unaffordable-dems-want-to-make-it-worse/ "Investors Sentiment Is So Bullish It Is Bearish" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Retail Sales Dip .8%," is here:  https://www.youtube.com/watch?v=q8TkxPAzGVw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "It's CPI Day! - the impact that gas prices may have" https://www.youtube.com/watch?v=XG-pTiLGkks&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=195s -------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6316958366519/WN_jCrzdX9uSJSrg5MBN5Oy8g ------- 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 #SP5000 #RetailSalesDisapploint #WeakerEconomicActivity #ReclassificationOfHomelessness #ToyotaVsTesla #HyrbridAutomobileTechnology #SolidStateLithiumBattery #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

586 Listeners

Macro Voices by Hedge Fund Manager Erik Townsend

Macro Voices

3,073 Listeners

The Meb Faber Show - Better Investing by The Idea Farm

The Meb Faber Show - Better Investing

931 Listeners

Hedgeye Podcasts by Hedgeye Risk Management

Hedgeye Podcasts

201 Listeners

The Market Huddle by Patrick Ceresna & Kevin Muir

The Market Huddle

358 Listeners

Rebel Capitalist News by George Gammon

Rebel Capitalist News

1,032 Listeners

Eurodollar University by Jeff Snider

Eurodollar University

461 Listeners

The Grant Williams Podcast by Grant Williams

The Grant Williams Podcast

1,354 Listeners

Wealthion - Be Financially Resilient by Wealthion

Wealthion - Be Financially Resilient

380 Listeners

Forward Guidance by Blockworks

Forward Guidance

272 Listeners

The Macro Trading Floor by Alfonso Peccatiello & Brent Donnelly

The Macro Trading Floor

213 Listeners

The Julia La Roche Show by Julia La Roche

The Julia La Roche Show

54 Listeners

Thoughtful Money with Adam Taggart by Adam Taggart | Thoughtful Money

Thoughtful Money with Adam Taggart

363 Listeners

The David Lin Report by The David Lin Report

The David Lin Report

36 Listeners

Monetary Matters with Jack Farley by Jack Farley

Monetary Matters with Jack Farley

92 Listeners