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Is The Rally Back On? | Lance Roberts & Adam Taggart
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Stocks powered higher this week, shrugging off the recent sell-off. Is the rally back on?
Portfolio manager Lance Roberts & Wealthion's host Adam Taggart discuss those developments in this week's Market Recap, along with:
1. Is the rally in stocks back on?
2. is the jobs market finally cracking?
3. Lance reacts to Luke Gromen's negative outlook for long duration US Treasury bonds
4. Student loans finally go back into repayment. What will the repercussions be?
5. Lance's trades for the week
TIMESTAMPS
0:04 Adam's introduction.
4:19 Technicals vs fundamentals.
8:34 How to trade the market?
13:42 What would happen if a fiduciary is wrong about a portfolio?
20:24 What happens if Nvidia is wrong about Nvidia?
25:05 Jobs report jolts the fed.
28:35 Bad news is good news for bonds.
33:32 The reason why the top 10 stocks continue to perform.
38:35 What will drive money out of large cap stocks?
43:03 Treasuries and recession risk.
47:38 It is always about production supply.
51:25 The correlation between monetary policy and oil prices.
55:38 What is backwardation in oil prices?
1:02:48 Bond yields tied to oil prices.
1:07:29 Economic growth and interest rates.
1:13:38 The deficit surge will lead to lower rates.
1:21:31 The hostage-taking of healthcare.
1:25:24 What have you done with your trades this week?
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There’s no doubt that it's a very challenging time right now for the average investor. Above and beyond the recent economic impacts of COVID, the new era of record low interest rates, runaway US debt and US deficits, and trillions of dollars in monetary and fiscal stimulus stimulus has changed the rules of investing by dangerously distorting the Dow index, the S&P 500, and nearly all other asset prices. Can prices keep rising, or is there a painful reckoning ahead?
Let us help you prepare your portfolio just in case the future brings one or more of the following: inflation, deflation, a bull market, a bear market, a market correction, a stock market crash, a real estate bubble, a real estate crash, an economic boom, a recession, a depression, or another global financial crisis.
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IMPORTANT NOTE: The information, opinions, and insights expressed by our guests do not necessarily reflect the views of Wealthion. They are intended to provide a diverse perspective on the economy, investing, and other relevant topics to enrich your understanding of these complex fields.
While we value and appreciate the insights shared by our esteemed guests, they are to be viewed as personal opinions and not as official investment advice or recommendations from Wealthion. These opinions should not replace your own due diligence or the advice of a professional financial advisor.
We strongly encourage all of our audience members to seek out the guidance of a financial advisor who can provide advice based on your individual circumstances and financial goals. Wealthion has a distinguished network of advisors who are available to guide you on your financial journey. However, should you choose to seek guidance elsewhere, we respect and support your decision to do so.
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