The Economy Is Weakening & Stocks Will Have To Fall To Reflect That | Michael Lebowitz

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The economy is showing increasing signs of weakening, and eventually stock prices are going to have to reflect that predicts portfolio manager Michael Lebowitz -- who guest stars in this week's Market Recap while Lance Roberts is traveling in the UK.

Earnings estimates for the rest of this year and next are very optimistic, perhaps unrealistically so.

Should the economy continue to weaken, the chances of attaining those earnings results will drop so low that Wall Street will have to start demanding that stocks trade at a discount to current prices.

Michael and I discuss the logic why, as well dig into the newest -- and controversial -- non-farms payroll data, inflation expectations & bond yields, the investment potential of the artificial intelligence & energy sectors, and the future of Tesla.

For everything that mattered to markets this week, watch this video.

#recession #marketcorrection #tesla

0:00 - Welcome and Fourth of July Greetings
2:20 - Market Technicals and Potential Melt-Up
7:21 - Seasonal Trends and Upcoming Catalysts
11:46 - Wall of Worry and Market Resilience
16:17 - Drivers of the Market Breakout
21:14 - Technical Indicators and Consolidation Needs
22:56 - June Non-Farm Payrolls Report Analysis
27:22 - Discrepancies in BLS and ADP Data
32:26 - Economic Slowdown Signals
36:42 - AI and Economic Growth Potential
44:29 - Energy and AI Investment Opportunities
56:00 - Upcoming AI and Energy Investing Event
59:40 - Tesla and AI’s Physical Applications
1:18:24 - Rant: Societal Risks of AI and UBI
1:29:32 - Preparing for AI’s Impact
1:34:16 - Closing and Financial Advice
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