The Real Investment Show Podcast

(9/13/22) The CPI print for August came in at 8.3%, hotter than anticipated. The big question now is whether we've seen the peak of inflation? With markets now solely-dependent upon what the Fed does, rather than on fundamentals, a 75-basis point hike later this month is pretty much a lock. In fact, expectations are for the Fed to go up to 4 to 4.5% on the Fed funds rate. Slower economic growth, slower earnings growth, and higher unemployment are the triggers that will cause the Fed to pause, if not begin to reverse rates. There is a disconnect between markets and what's happening in the economy. Only when the economy worsens will the Fed resort to measures opposite its current stance. [NOTE: This report was recorded prior to today's CPI release.] Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=JCEwcUlPicw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #CPIReport #Inflation #FederalReserve #InterestRateHike #Markets #Money #Investing

(9/13/22) All eyes are on today's CPI Report (clocking-in at 8.3% Inflation) and its effects on the economy: What are the numbers within the number, and why does it matter? What will be the Fed's response, and what will it take for the Fed to ease up on rate hikes? The dichotomy of views among Bears vs Bulls: the problem of timing and duration; after 3 Bull Markets, why are 80% of Americans still broke? The White Multi-millionaire Minority. Dealing with short-term market-cycles, and thinking ahead of the Fed: What's the best strategy for Recession? Markets FOMO on potential Fed pivot; trade the market for what it is, not what we wish it was. CPI Preview: Too hot not good for stocks: Fed will continue rate hikes. Has the deficit really been reduced as claimed? SEG-1: The Numbers Within the CPI Number SEG-2: The Dichotomy of Bearish & Bullish Views SEG-3: Thinking Ahead of the Fed SEG-4: CPI Preview; Has the Deficit Been Reduced, as Claimed? RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=SXvSzlIiwCw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: August Hotter Than Expected" is here: https://www.youtube.com/watch?v=JCEwcUlPicw&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The "Cash on the Sideline" Myth" https://www.youtube.com/watch?v=bICNrkKrAF8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2742s -------- Articles mentioned in this podcast: "Five for Friday: Staples Worth Following" https://simplevisorinsights.com/five-for-friday-staples-worth-following [NOTE: SimpleVisor registration required] "Deficit Reduction. Is It Reality Or A Mirage?" https://realinvestmentadvice.com/deficit-reduction-is-it-reality-or-a-mirage-2/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #CPI #Inflation #InterestRates #EnergyCosts #FederalReserve #Markets #Money #Investing

(9/15/22) The Markets' big 4% drop in markets on news August CPI was 8.3% was the follow up to Monday's 90% upside day and the "bullish upthrust" in the market. The resulting 90% down day completely reversed markets' gains, but markets were able to hold on to the rising trendline of higher lows. Futures are weak this morning, so a test of support at last week's lows will be important today. Add to the mix next week's FOMC meeting, and the small possibility of a 1% rate hike. More important will be what the Fed says about inflation, and whether or not the rate hikes may continue. Volatility remains compressed, but there does not seem to be much concern about a potential market crash. Much of the Energy over-bought condition has been worked off, and oil prices now have the potential to rally up into the $90-$95/bbl range, especially if President Biden decides to replenish the Strategic Petroleum Reserve, pulling product off the market. The Ten-year Treasury rate has also been on the rise, thanks to inflation concerns and what the Fed has been saying. Bonds are now over-bought by three standard deviations. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=-CsTiQCB9-E&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Inflation #CrudeOil #MarketVolatility #FederalReserve #InterestRateHike #Markets #Money #Investing

(9/9/22) Why Meghan cannot be Queen; The Janet Yellen Economic Roadshow: taxes must return to "norms;" inflation and the "Fair" economy; energy diversification; Brookings Institute: Unemployment must go higher. Understanding the US economy in COVID; Janet Yellen's EV's; the fiscal fight; why having cash is not a bad thing; market preview: Gerber Insurance; The Elder Index & cost of Aging; demographics and changes to work habits; the importance of good health in retirement; living single in retirement; The Viral Queen; FAFSA preview; "It's Complicated" financial dust bunnies; your end of life plan for your pets; pet trusts. SEG-1: Janet Yellen on Taxes, Inflation, & "Fair" Economy SEG-2: Understanding the US Economy in COVID SEG-3: Market Preview; The True Cost of Aging SEG-4: End of Life Planning for Pets RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Sr. Risk Management Consultant, Chris Liebum LUTFC Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=3hlIlJKC7WY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2756s -------- Our Latest "Three Minutes on Markets & Money: The Death Cross & Oil Prices" is here: https://www.youtube.com/watch?v=Kyr2i7vyvmU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "The Fed's Currency Swap Line" https://www.youtube.com/watch?v=Ex09Bn_9UD4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2643s -------- Articles mentioned in this podcast: "Consumer Staples vs. Discretionary" https://realinvestmentadvice.com/consumer-staples-vs.-discretionary "Earnings Decline – Likely More To Go Before We Are Done" https://realinvestmentadvice.com/earnings-decline-likely-more-to-go-before-we-are-done/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #QueenElizabeth #JanetYellen #CostOfAging #Inflation #ElderIndex #Markets #Money #Investing

(9/14/22) August CPI clocks-in at a hotter-than-expected 8.3%, and the financial media goes nuts, claiming yesterday's sell-off as "markets in turmoil." The reality was, yes, a big 4% sell-off, but a one-day drop that can only be compared to pre-pandemic market action in June of 2020. But more importantly, markets were able to uphold the bullish, rising trend line that has been building for the past few months. That trend will be tested today. The MACD buy-signal was not triggered yesterday, however, keeping downward pressure on the markets. And, despite the sharp sell-off, market volatility remains very muted. There really is no panic or fear in the markets, nor are there outflows of funds; this was not a big catalyst. There certainly are concerns for the future, including the Fed's next rate increase, and the fear the Fed will go too far and break something in the economy. Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton -------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=2qW7paPBP1g&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 ------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- 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 #Inflation #MarketVolatility #FederalReserve #InterestRateHike #Markets #Money #Investing