A handpicked article read aloud from the latest issue of The Economist. Published weekdays from Monday to Thursday. If you’re already a subscriber to The Economist, you’ll have full access to all our shows as part of your subscription. For more information about Economist Podcasts+, including how to get access, please visit our FAQs page here https://myaccount.economist.com/s/article/What-is-Economist-Podcasts.
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Contenido proporcionado por The Real Investment Show/Full Show and Lance Roberts. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Real Investment Show/Full Show and Lance Roberts o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
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10-28-24 Streaks Of Bullish Wins Are Not Sustainable
MP3•Episodio en casa
Manage episode 447326155 series 1586737
Contenido proporcionado por The Real Investment Show/Full Show and Lance Roberts. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Real Investment Show/Full Show and Lance Roberts o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Wrapping up the Month of October and beginning the strongest period for markets, November - April; what could throw a wrench into the works? (How about an election upset?) Markets are positioning for a specific, anticipated outcome. Life with the Roberts': Child #4 accepted at Baylor! The Halloween dress-rehearsal. Markets' positioning for election outcome: What if...? Market risks to election outcome. Treasury Bonds are the best set up for election upset; there are decent opportunities to go "long" on energy stocks. Economic data released this week: The Chicago Fed Manufacturing Index is an important indicator; what is it telling us? View that performance of the Mag-7 might reverse next year are not reasonable. Google(s) and Crocks report this week, and most of the Top 10 will have reported by week's end. Lance relates his conversation with his dog and managing risk. Article preview on Paul Tudor Jones' opinion on owning Treasury Bonds. Debts and Deficits will not lead to higher rates: The country will NOT go bankrupt: Economic growth, Wage growth, inflation growth: The terminal rate is likely around 2.5%. The thing about bonds: It's pretty much math. SEG-1: What Could Throw a Wrench into markets? SEG-2a: Life w The Roberts & Baylor U. SEG-2b: Markets Position for Election Outcome SEG-3: Earnings Reports & Managing Risk SEG-4: Debts & Deficits will NOT Lead to Higher Rates Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=s0tzSR8uqpU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Memory Inflation Warps Bond Yields" https://realinvestmentadvice.com/memory-inflation-warps-bond-yields/ "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Position for Election Winner" is here: https://www.youtube.com/watch?v=x5Wz_MZaSmQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Can You Really Afford to Own a Home?" https://www.youtube.com/watch?v=jbPQLkasFFk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #MagSeven #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
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1938 episodios
MP3•Episodio en casa
Manage episode 447326155 series 1586737
Contenido proporcionado por The Real Investment Show/Full Show and Lance Roberts. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente The Real Investment Show/Full Show and Lance Roberts o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.
Wrapping up the Month of October and beginning the strongest period for markets, November - April; what could throw a wrench into the works? (How about an election upset?) Markets are positioning for a specific, anticipated outcome. Life with the Roberts': Child #4 accepted at Baylor! The Halloween dress-rehearsal. Markets' positioning for election outcome: What if...? Market risks to election outcome. Treasury Bonds are the best set up for election upset; there are decent opportunities to go "long" on energy stocks. Economic data released this week: The Chicago Fed Manufacturing Index is an important indicator; what is it telling us? View that performance of the Mag-7 might reverse next year are not reasonable. Google(s) and Crocks report this week, and most of the Top 10 will have reported by week's end. Lance relates his conversation with his dog and managing risk. Article preview on Paul Tudor Jones' opinion on owning Treasury Bonds. Debts and Deficits will not lead to higher rates: The country will NOT go bankrupt: Economic growth, Wage growth, inflation growth: The terminal rate is likely around 2.5%. The thing about bonds: It's pretty much math. SEG-1: What Could Throw a Wrench into markets? SEG-2a: Life w The Roberts & Baylor U. SEG-2b: Markets Position for Election Outcome SEG-3: Earnings Reports & Managing Risk SEG-4: Debts & Deficits will NOT Lead to Higher Rates Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=s0tzSR8uqpU&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Memory Inflation Warps Bond Yields" https://realinvestmentadvice.com/memory-inflation-warps-bond-yields/ "Q3 Earnings Estimates Remain Optimistic" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Position for Election Winner" is here: https://www.youtube.com/watch?v=x5Wz_MZaSmQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Can You Really Afford to Own a Home?" https://www.youtube.com/watch?v=jbPQLkasFFk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- 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/ #BullishRally #MarketCorrection #InvestorCaution #StockMarketTrends #MarketSustainability #2024Election #DonaldTrump #KamalaHarris #TreasuryBonds #MagSeven #StockMarketOutlook #MarketCorrection #InvestorSentiment #Recession #MarketRallyEnd #Q3Earnings #MarketOutlook2024 #StockMarketForecast #CorporateEarnings #AllTimeHighs #Gold #ConsumerSpending #MagnificentSeven #InvestmentStrategy #InvestingAdvice #Money #Investing
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