The Real Investment Show Podcast

Keep An Eye on Bankruptcies (1/8/24)


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(1/8/24) What is up with airplane parts falling off in flight? Meanwhile, the first private sector lunar lander is launched in decades: The beauty behind "Hidden Figures" movie; looks like the January Trifecta could be short-lived; working off December's excesses. How deep will the pullback be? Congress' is enmeshed with another continuing resolution battle instead of mandated budgeting; that's how D.C. does business now. The conundrum of capital allocations in 2024: Wall St. doubles-down on bonds; will the Magnificent-7 lead again, or will last year's underperformers? What if interest rates come down but inflation stabilizes at 3%? no push for the Fed to act (not what's expected). What about the "in-between outcome?" Audacy bankruptcy and how best to spend ad dollars; broadcast vs social media. Keep an eye on bankruptcies; markets are now completely discounting recession, even though the risk remains. Insurance costs are on the rise, thanks to more cash sloshing around the economy, not because of increased disaster claims. Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer SEG-1: Airplane Doors, Space Travel, & January SEG-2: Continuing Resolutions, Budgets, and Kicking Cans SEG-3: The Conundrum of Capital Allocation SEG-4: Audacy Bankruptcy, Media Revenues, & Insurance Rate Hikes -------- Watch today's show video here: https://www.youtube.com/watch?v=P8nFis1l8Xw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s -------- Register for our 2024 Economic Summit: Navigating Markets in a Presidential Cycle:  https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687?aff=oddtdtcreator -------- The latest installment of our new feature, Before the Bell, "Will Sector Rotation Be the Theme for 2024?" is here:  https://www.youtube.com/watch?v=Q4gpChz0Rw8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Be Resolute in 2024" https://www.youtube.com/watch?v=PtadzU_n_RE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Articles Mentioned in this Show: "Will 2024 Be The Year Of The Other 493?" https://realinvestmentadvice.com/will-2024-be-the-year-of-the-other-493/ ------- 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 #MarketCorrection #Bankruptcy #CapitalAllocation #Audacy #ContinuingResolution #FederalBudgetDeficit #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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