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The Real Investment Show/Full Show and Lance Roberts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Real Investment Show/Full Show and Lance Roberts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
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10-3-24 When A Crystal Ball Clouds Investor Judgement
Manage episode 443429764 series 1586737
The Real Investment Show/Full Show and Lance Roberts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Real Investment Show/Full Show and Lance Roberts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are retesting support, and if it cannot hold, will trigger a sell signal. Lance's FEMA rant & JOLTS preview w Michael Lebowitz; the labor market is behaving like the housing market: no one is doing anything. What will the Fed do in response to poor jobs numbers? Interestingly, QT is conspicuously absent from latest Fed discussion notes. Market Breadth continues to soar. You can't make this up: Hurricane (James T.) Kirk: this wlll be comedy gold! Market breadth in an everything market: Too much money chasing too few stocks. Lance & Michael discuss the problem of asset selection vs ETF's. SEG-1: Why a Weaker Jobs Report is Not Recessionary SEG-2: FEMA Rant & JOLTS Preview SEG-3: Hurricane Kirk & Asset Selections vs EFT's SEG-4: Taking the Crystal Ball Challenge RIA Advisors Chief Investment Strategist Lance Roberts, 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=Z0jagILd1Jc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "A Crystal Ball Isnt Enough: The Importance Of Context" https://realinvestmentadvice.com/a-crystal-ball-isnt-enough-the-importance-of-context/ "Tax Cuts – An Examination Of The 2017 TCJA Impact" https://realinvestmentadvice.com/tax-cuts-an-examination-of-the-2017-tcja-impact/ "The “Everything Market” Could Last A While Longer" https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/ "Confidence Dichotomy – Consumers Vs. Investors" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Signal Imminent" is here: https://www.youtube.com/watch?v=ndsfKpn4lJU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Shutdown, Strikes, & Volatility: Safeguarding Your Portfolio Now" https://www.youtube.com/watch?v=KBW83seGZd8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2840s ------- 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/ #JobsReport #JOLTSReport #FEMA #UkraineAid #IllegalImmigrants #HurricaneKirk #JamesTKirk #StarTrekWeather #CrystalBallChallenge #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
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1895 에피소드
Manage episode 443429764 series 1586737
The Real Investment Show/Full Show and Lance Roberts에서 제공하는 콘텐츠입니다. 에피소드, 그래픽, 팟캐스트 설명을 포함한 모든 팟캐스트 콘텐츠는 The Real Investment Show/Full Show and Lance Roberts 또는 해당 팟캐스트 플랫폼 파트너가 직접 업로드하고 제공합니다. 누군가가 귀하의 허락 없이 귀하의 저작물을 사용하고 있다고 생각되는 경우 여기에 설명된 절차를 따르실 수 있습니다 https://ko.player.fm/legal.
A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are retesting support, and if it cannot hold, will trigger a sell signal. Lance's FEMA rant & JOLTS preview w Michael Lebowitz; the labor market is behaving like the housing market: no one is doing anything. What will the Fed do in response to poor jobs numbers? Interestingly, QT is conspicuously absent from latest Fed discussion notes. Market Breadth continues to soar. You can't make this up: Hurricane (James T.) Kirk: this wlll be comedy gold! Market breadth in an everything market: Too much money chasing too few stocks. Lance & Michael discuss the problem of asset selection vs ETF's. SEG-1: Why a Weaker Jobs Report is Not Recessionary SEG-2: FEMA Rant & JOLTS Preview SEG-3: Hurricane Kirk & Asset Selections vs EFT's SEG-4: Taking the Crystal Ball Challenge RIA Advisors Chief Investment Strategist Lance Roberts, 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=Z0jagILd1Jc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "A Crystal Ball Isnt Enough: The Importance Of Context" https://realinvestmentadvice.com/a-crystal-ball-isnt-enough-the-importance-of-context/ "Tax Cuts – An Examination Of The 2017 TCJA Impact" https://realinvestmentadvice.com/tax-cuts-an-examination-of-the-2017-tcja-impact/ "The “Everything Market” Could Last A While Longer" https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/ "Confidence Dichotomy – Consumers Vs. Investors" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Market Sell Signal Imminent" is here: https://www.youtube.com/watch?v=ndsfKpn4lJU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Shutdown, Strikes, & Volatility: Safeguarding Your Portfolio Now" https://www.youtube.com/watch?v=KBW83seGZd8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2840s ------- 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/ #JobsReport #JOLTSReport #FEMA #UkraineAid #IllegalImmigrants #HurricaneKirk #JamesTKirk #StarTrekWeather #CrystalBallChallenge #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FedRateCutImpact #FinancialWinners #InterestRateBenefits #InterestRates #FedRateCut #BondYields #AssetSelection #ETF #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #InvestingAdvice #Money #Investing
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1895 에피소드
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