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2-5-25 What The Bond Market Is Telling Us About Trump 2.0
Published 11 months, 1 week ago
Description
Markets are recovering from tariff troubles on Monday; a brief history of Trump's past trade wars & results; Google's earnings miss & correction; earnings have been okay, but expectations are slipping. The China Trade War retaliation begins; it's all about posturing. Markets rally from Monday; if you're worried about the volatility, there's too much risk in your portfolio. Lance razzes Danny "Bulldog" Ratliff about his absenteeism and polo shirt choices. Lance reviews market performance during Trump's trade wars 2017-2019 (charts); looking for more volatility this year. Beware Financial Media headlines; what the Bond Market is saying about Trump 2.0; commentary on volatility spikes, and buying opportunities. Ignore the Media hype; what is the Bond market saying about Trump's second term? We're coming out of an artificially-stimulated economy. What happens to short-duration bonds when rates fall? What is the context for owning bonds? Lowering volatility risk. Lance & Danny talk about Uber rides and driverless-taxis; a preview of this weekend's Candid Coffee presentation; a look at alternative investing opportunities. What a well-balanced portfolio should look like.
SEG-1: Markets' Recover from Tariff Trouble
SEG-2a: Book Signings & Financial Fashionistas
SEG-2b: A Brief History of Trump Trade Wars
SEG-3: Beware of Financial Media Headlines
SEG-4a: Ubers & Driverless Taxis, Candid Coffee tease
SEG-4b: Alternative Investmenting Opportunities
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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REGISTER FOR OUR NEXT CANDID COFFEE (2/8/25) HERE:
https://realinvestmentadvice.com/resources/events/retirement-income/
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Watch today's show video here:
https://www.youtube.com/watch?v=rGxP5qqoTV8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s
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Articles mentioned in this report:
"Tariffs Roil Markets"
https://realinvestmentadvice.com/resources/blog/tariffs-roil-markets/
"The Clock Has No Hands"
https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/
"The Clock Has No Hands"
https://realinvestmentadvice.com/resources/blog/the-clock-has-no-hands/
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The latest installment of our new feature, Before the Bell, "If Volatility is Causing Too Much Worry, You Have Too Much Risk," is here:
https://www.youtube.com/watch?v=x-rJ0bt8P6M&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Trade War is Over!"
https://www.youtube.com/watch?v=IAoIjRUJJPM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s
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