The Real Investment Show Podcast

What Will Powell Say Next? (10/19/23)


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(10/19/23) Fed Chairman Jerome Powell is on the prowl this week: Will it be 'higher for long,' more rate hikes, or have higher interest rates done enough? Those are the big questions to be answered this afternoon. Markets sold off on Wednesday; Netflix & Abbott reported strong earnings (on lowered estimates!) but the Israeli War and Oil Price performance trapped investors between the two (oil prices are not spiking due to War. Interest rate momentum and Fed strategies' impact on markets; we're a leveraged society affected by rates. Who is the Fed protecting now? The flaw in a WSJ story about student loan repayments and Fed commentary on its effects on economy: We run the math. Bond Math and Treasuries; Yield and Price are functions of duration; duration is linear.  When investor psychology becomes important; poking holes in the narrative. SEG-1: Markets Sell Off Amid Turbulence SEG-2: Who is the Fed Protecting now? SEG-3: Student Loan Payments, The Fed, & Basic Math SEG-4: Poking Holes in the Narrative Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel:   https://www.youtube.com/watch?v=XKF0Ikh9MWk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=11s -------- The latest installment of our new feature, Before the Bell, "Are Traders Trapped?" is here:   https://www.youtube.com/watch?v=9CN-EZwjOIw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Is 'The Crash of a Lifetime' Coming?" https://www.youtube.com/watch?v=ruR9XJGuRFY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this Show: "Consequences Are Always Unintended" https://realinvestmentadvice.com/consequences-are-always-unintended/ "October Weakness Before The Year-End Run?" https://realinvestmentadvice.com/october-weakness-before-the-year-end-run/ ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- Watch our past Candid Coffee: https://www.youtube.com/watch?v=Sdi_-TQpNb8&list=PLVT8LcWPeAugq7q4XzOcad3oSN5Z1Zd-Z&index=1&t=2s ------- 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 #JeromePowell #FederalReserve #StudentLoanDebt #BondMath #FedMath #Treasuries #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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