Is This A Garden-Variety Pullback Or Something More Worrisome? | Lance Roberts & Adam Taggart

Is This A Garden-Variety Pullback Or Something More Worrisome? | Lance Roberts & Adam Taggart

2024 has seen the worst start to the year for stocks in 20 years. Is this just a natural pullback from overbought extremes, or is there something more worrisome afoot?


Portfolio manager Lance Roberts gives his answer in today's Weekly Market Recap. We also discuss the new payroll report that beat expectations, as well as the different story that appears when looking "under the hood" at the component data.


And as usual, Lance also shares his most firm's most recent trades.

Learn more about Lance's conference on Sat Jan 27, 2024 at https://www.eventbrite.com/e/ria-advisors-economic-summit-tickets-703288784687


SUBSCRIBE to Adam's new Substack at https://adamtaggart.substack.com/ to get Adam's Notes for all the recent experts who have appeared on this channel

#stocks #jobs #investing

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Episoder(682)

Is The Market Hitting Its Breaking Point? | Jesse Felder

Is The Market Hitting Its Breaking Point? | Jesse Felder

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceFor the past several years, A.I. stocks ("the New Economy") ...

15 Okt 1h 5min

When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter

When A.I. Spending Starts Slowing, Start Worrying About Recession | Wolf Richter

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWant to know what will trigger the next recession?Just watch...

14 Okt 1h 7min

It's A New World Order For Markets | Cameron Dawson

It's A New World Order For Markets | Cameron Dawson

ONLY DAYS LEFT TO LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceThe 40-year bull market in bonds is over, states Cameron Daw...

13 Okt 45min

High Yields To Pull Asset Prices Down | Danielle Park

High Yields To Pull Asset Prices Down | Danielle Park

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceRising bond yields are actually a good thing, says money manager Danielle Park...

11 Okt 1h 40min

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

Value Stocks Set To Outperform Tech Into The End Of Year? | Lance Roberts

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferenceWORRIED ABOUT THE MARKET? SCHEDULE Portfolio manager Lance Roberts calculates ...

10 Okt 1h 36min

Markets Face A Double-Threat Today | Jim Iuorio

Markets Face A Double-Threat Today | Jim Iuorio

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevClear signs that AI stocks are in a major bubble, along with swiftly-rising b...

8 Okt 1h 2min

Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks

Stephanie Pomboy: The Higher Yields Go, The Higher The Odds The Market Cracks

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevThis morning, macro analyst Stephanie Pomboy returned for her monthly livestr...

7 Okt 1h 3min

Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen

Pain Ahead For Markets As Interest Rates To Rise "For Generations To Come" | Chris Whalen

LOCK IN YOUR TICKET FOR THOUGHTFUL MONEY'S FALL ONLINE CONFERENCE (OCT 17TH) at https://www.thoughtfulmoney.com/conferencevBanking analyst Chris Whalen expects interest rates to rise "for generations ...

6 Okt 1h 4min

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