The Debt Ponzi, Not Inflation, Is The True Threat | Michael Lebowitz

The Debt Ponzi, Not Inflation, Is The True Threat | Michael Lebowitz

Inflation for January rose higher than expected. Is this a one-off blip? Or is it a sign that the remaining inflation in the system is "sticky", and going to prove harder for the Federal Reserve to get under control? Some analysis have been warning that we may be falling into the same trap as we did in the 1970s, which saw a series of rollercoaster surges and drops in inflation until Fed Chair Paul Volker was forced to rise interest rates up to a crippling 20% to get prices under control. Is that kind of pain possibly in our future? To find out, we're fortunate to hear today from Michael Lebowitz, portfolio manager at Real Investment Advice. He works closely with Lance Roberts, who regular viewers see on this channel with me every Saturday.


WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.com #debt #inflation #bonds

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Growing Risk Of Semiconductors Rolling Over & Dragging The Market Down With Them | Lance Roberts

Growing Risk Of Semiconductors Rolling Over & Dragging The Market Down With Them | Lance Roberts

The white-hot semiconductor sector has rocketed to 18% of the market capitalization of the S&P 500 index.And while this trade has propelled the S&P higher, it's starting to show signs that it may be s...

11 Heinä 1h 52min

"Crash Pricing" Setting In As Distressed Home Sellers Capitulate | Nick Gerli, Reventure

"Crash Pricing" Setting In As Distressed Home Sellers Capitulate | Nick Gerli, Reventure

After years of refusing to lower prices, more and more home sellers are starting to throw in the towel, says housing analyst Nick Gerli of Reventure Consulting.And as more distressed inventory hits th...

8 Heinä 57min

SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson

SpaceX To Rocket Market Higher, Or Will Gravity Win Out? | Eric Jackson

WORRIED ABOUT THE MARKET? SCHEDULE YOUR FREE PORTFOLIO REVIEW with Thoughtful Money's endorsed financial advisors at https://www.thoughtfulmoney.comHedge fund manager & activist investor Eric Jackson ...

7 Heinä 1h 22min

Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon

Fourth Turning To Turn The Dollar Into A Wrecking Ball? | George Gammon

After bottoming early this year, the US dollar has been on a tear.That has created a lot of pain for many countries around the world, as many imports priced in dollars have risen in response to the Ir...

5 Heinä 1h 46min

Earnings Expectations Courting Disaster? | Lance Roberts

Earnings Expectations Courting Disaster? | Lance Roberts

Happy 250th birthday, America!On this special edition Market Recap, portfolio manager Lance Roberts shares his concern about forward earnings estimates.They've been rising so far, so fast, that there'...

4 Heinä 1h 42min

Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale

Longtime Bull Sees "High" Risk Of Market Correction Soon | Darius Dale

Darius Dale notes that the risk of a 1998-style correction in the next quarter or two is "high".If you remember, that's when the Russian debt default plunged the S&P by -15% between July and October, ...

2 Heinä 1h 27min

Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy

Things To Fall Apart After The Mid-Terms? | Stephanie Pomboy

Stephanie Pomboy of MacroMavens returned for her latest monthly update.She sees mounting stresses in consumer households, private credit and oil markets.So, exactly WHEN does she think these will actu...

1 Heinä 1h 11min

Top Of The K-Shaped Economy Starting To Crack? | Danielle DiMartino Booth

Top Of The K-Shaped Economy Starting To Crack? | Danielle DiMartino Booth

The continued challenging cost of living is still at the forefront of most Americans minds, but the stock market -- trading near record highs -- appears it couldn't care less.And the economy continues...

30 Kesä 1h 1min

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