The Real Investment Show Podcast

RIS 3-11-25 TUESDAY Best-of Show


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Lance's vacation week continues, and we rteview past episode of the show, today featuring a discussion of administration policies' effects on the economy. Will Donald Trump's Crypto-reserve translate into a boon for tech stocks and cryptocurrencies? The Atlanta Fed GDP shows negative growth: This does not mean recessionary. Front loading of purchases ahead of tariff imposition will result in pullback from anticipated purchasing later in the year, affecting profits. March is a seasonally strong month. A look at the market rally and rotation trades; the economy is not bad, but pullbacks are coming from DOGE cuts in government spending and job losses, and the impact of fewer immigrants for hiring. (Where are most jobs now being created?) The Chicago Fed National Activity Index is in contraction. Removing government bloat is not without consequence.  Don't under-estimate the impact of government policy and hiring on the economy. Lance next discusses the elevated risk appetite of Gen-X investors, who have never known anything but an ever-climbing market climate; the impact of financial crisis & dealin with risk. Lance reviews his essay, "CAPE-5: A Different Measure of Valuation." Valuations reflect sentiment; is "easy-street" for investors coming to an end? SEG-1 - Don't Underestimate Impact of Gov't Hiring SEG-3 - Market Rallies & Rotation Trade SEG-3 - Diversification & Bonds: SEG-4 - CAPE-5: A Different Measure of Valuation Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Articles mentioned in this report: "CFNAI Index Suggests Economy Is Slowing" https://realinvestmentadvice.com/resources/blog/cfnai-index-suggests-economy-is-slowing/ "CAPE-5: A Different Measure Of Valuation" https://realinvestmentadvice.com/resources/blog/cape-5-a-different-measure-of-valuation/ ------- The latest installment of our new feature, Before the Bell, "Negative Sentiment will Fuel Market Rally," is here:  https://www.youtube.com/watch?v=mnxrpS-GXw4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Instant Results Coming from Social Security Fairness Act" https://www.youtube.com/watch?v=Eg6iAmcB7hE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3026s ------- 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/ #MarketRally #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #StockMarketOutlook #InvestingTrends #MarketForecast #EconomicUpdate #FinanceTalk #InvestingTrends  #InvestingAdvice #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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