The Real Investment Show Podcast

When Financial Conditions Butt Heads With Borrowing Conditions (3/28/24)


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Consumer confidence for stock prices remains high, despite mixed econonic data. Asset prices are rising faster than earnings, as optimism is extremely elevated. Equal Weight Index is underperforming the S&P; Bond prices are improving. If Fed Chairman Jerome Powell doesn't appreciate the difference between financial and borrowing conditions, we must assume most investors do not either. The current combination of easy financial conditions and tight borrowing conditions makes monetary policy difficult for the Fed to balance. Markets' advance for past 5-months begs the question, what's next? The risk is liquidity, which trips up banks, which trips of the economy. Stocks are becoming "crowded." The challenge of working with Gen-Z, recently cited as the least reliable employees. Why employee productivity matters. SEG-1: Mixed Economic Data; Setting Up for Bonds SEG-2: Financial Conditions vs Borrowing Conditions SEG-3: The Liquidity Risk SEG-4: The Challenge of Working w Gen-Z Hosted by RIA Advisors Hosted by RIA Advisors Chief Investment Strategist, Lance Robert, CIO, w Portfolio Manager Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=RxZpMp64N1Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=12s ------- Articles mentioned in this report: "Financial Conditions Butt Heads With Borrowing Conditions" https://realinvestmentadvice.com/financial-conditions-butt-heads-with-borrowing-conditions/ "Technical Measures And Valuations: Does Any Of It Matter?" https://realinvestmentadvice.com/technical-measures-and-valuations-does-any-of-it-matter/ "Market Bubble? A Function Of Psychology" https://realinvestmentadvice.com/newsletter/ "Retirement Crisis Faces Government And Corporate Pensions" https://realinvestmentadvice.com/retirement-crisis-faces-government-and-corporate-pensions/ ------- The latest installment of our new feature, Before the Bell, "A Bullish Set-up for Bonds," is here: https://www.youtube.com/watch?v=RuKvGsaXmk4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Wall Street Wants to Save Your Retirement" https://www.youtube.com/watch?v=34W7b1txFIc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=13s -------- Register for our next Candid Coffee: https://streamyard.com/watch/qbNmkhUtAemn ------- 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/ #MixedEconomicData #SettingUpForBonds #FinancialConditions #BorrowingConditions #FederalReserve #LiquidityRisk #WorkingWithGenZ #EmployeeProductivity #InvestingAdvice #Markets #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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