Podcast Episodes
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7-24-24 How To Invest - Or Not - In A Presidential Election
Lance Roberts provides a preview of Q2 GDP results, Temp hiring is tapering, and rising credit card delinquencies (because of unemployment) suggestin…
1 year, 8 months ago
7-23-24 Is The Bull Market Just Getting Started?
Measures of inflation are beginning to come down: Shelter costs are expected to decline over the next six-months; jobless claims and consumer delinqu…
1 year, 8 months ago
7-22-24 Analyzing The Potential Impact Of A Kamala Harris Presidency
Lance discusses the markets' potential reaction to Biden's exit from Presidential race, and whether markets' rotation out of mega-cap stocks is susta…
1 year, 8 months ago
7-19-24 Has the Economy Put Your Retirement Plans on Hold?
Richard Rosso opines on Houston driver, CrowdStrike IT fail, and why he's changed his tune in thinking now might be a good time for the Fed to slip i…
1 year, 8 months ago
7-18-24 Irrational Exuberance Then & Now
Hey, kids--what day is it? Lance reorients himself and shares foreigners' perspectives of the U.S. Advice: Avoid the negativity and don't feed the fe…
1 year, 8 months ago
7-17-24 Avoiding The Sexy Stock Plays
ay-3 of the RNC convention: Markets are already beginning to shift in anticipation of a presumed presidency and policies, with an eye on taxation and…
1 year, 8 months ago
7-16-24 Relationship Between Fed Rate Cuts And Treasury Yields Explained
Lance Roberts begins with an earnings and economic reports preview; there is now a 90% chance of the Fed cutting rates sooner than later, and odds-ma…
1 year, 8 months ago
7-15-24 The Broken Clock Fallacy & Art Of Contrarianism
That was the week that was: Hurricane Beryl, celebrity deaths, Trump assassination attempt, & Lance's Vacation. PPI show inflation trending downward,…
1 year, 9 months ago
7-3-24 The 100 - Year Strategy For Berkshire Hathaway
The saga of the Roberts' Rental house concludes, at the cost of a coffee maker and other electrical appliances. How much will it cost to feed your ho…
1 year, 9 months ago
7-2-24 How To Beat Earnings Estimates
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs D…
1 year, 9 months ago