"Markets Are NOT Priced For Slowing Earnings" | Lance Roberts & Adam Taggart
The markets are back to overbought levels in the near term, both stocks and bonds, assesses portfolio manager Lance Roberts. And while he doesn't think an economic calamity necessarily lies ahead, we...
31 Aug 20241h 48min
Lacy Hunt: Both Presidential Candidates Will Only Make Our Debt Problem Worse
Now that it seems the Fed has officially pivoted, what will lower interest rates mean for the economy and financial markets? Will they be enough to keep recession at bay and prevent a further rise in...
29 Aug 20241h 40min
Former Fed Official Accuses It Of Socialism | Thomas Hoenig
Last week in his much-anticipated speech at Jackson Hole, Federal Reserve Chairman Jerome Powell announced the "time has come for policy to adjust". World markets now have a 100% probability expecta...
27 Aug 20241h 6min
When The Data Can't Be Trusted, How The Heck Can We Know How The Economy Is Doing? | Wolf Richter
The war of conflicting narratives continues. Bulls point to Q2's robust GDP growth, still relatively low unemployment, an upside surprise in July retail sales, and record high prices for both stocks ...
25 Aug 20241h 26min
Stocks Likely To Be On A "Choppy Road To Nowhere" Until Election | Lance Roberts & Adam Taggart
Now that Jerome Powell has gone "full pivot", will stocks shoot higher? Not necessarily, says portfolio manager Michael Lebowitz, who steps in this week while Lance Roberts moves into his new house. ...
24 Aug 20241h 35min
Credit, Not Stocks, May Be The Better Investment From Here | Steven Bavaria
The Buffett Indicator currently stands at almost 200%, one of the most extreme readings of overvalution in its history. With stocks so richly valued, prudent investors worry that stretching for furth...
22 Aug 20241h 40min
"Way Too Much Is Priced Into This Market" | Mike Shedlock
We're currently receiving a lot of mixed signals about the direction of the economy? Inflation has dropped to 2.9%. And retail sales for July just beat expectations. That's good, right? But unemplo...
20 Aug 20241h 10min
Stephanie Pomboy & Grant Williams: Investors Need To Realize Change Is Upon Us
Here's a fun question: What better than interviewing your favorite macro expert? Interviewing BOTH your favorite macro experts at the same time! I'm happy & honored that today we get to sit down wi...
18 Aug 20241h 24min
