

Weekly Market Recap: How The Heck Can We Navigate Such A Bipolar Market? | Lance Roberts & Adam Taggart
May 13, 2023
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 31 32 33 34
Introduction
00:00 • 2min
The CPRI Report and Inflation Rates
01:39 • 4min
Shelter Is the Biggest Component Driving Inflation
05:19 • 2min
The Fed's Fighting Inflation
07:11 • 4min
The Correlation Between Jobless Claims and Employment
11:20 • 3min
The September Trough
14:21 • 4min
Withheld Employment Taxes: A Different Way to Measure Employment
18:23 • 3min
The Fed's Confidence in Inflation Fighting
20:54 • 2min
The Debt Ceiling and the Bear Conversation
22:40 • 3min
The Debt Ceiling Limit and the Bipartisan Commission
25:41 • 5min
How to Increase Yields in the Uncertainty of the Debt Ceiling
30:14 • 2min
The Debt Ceiling and the Stock Market
32:02 • 5min
The Markets Haven't Been Worried Yet About This Rally
37:05 • 3min
The Commitment of Traders Extreme Positioning Suggests the Bears May Be Wrong
39:45 • 2min
The Effect of Market Speculation on Options Trading
41:45 • 4min
Can the Bears Be Wrong on Both Stocks and Bonds at the Same Time?
45:50 • 2min
The Recency Bias in the Markets
47:28 • 2min
Why Future Returns Could Approach Zero This Week
49:21 • 3min
Why Futures Returns Could Be Zero
52:17 • 4min
The Effect of QE on Liquidity
56:33 • 3min
The Bifurcated Market
59:12 • 2min
The Tough Market
01:01:03 • 2min
The Screaming Short or the Reason Why They Should Be Up Here?
01:02:50 • 3min
The Disconnect Between Home Builder Stocks and the Housing Market
01:05:39 • 2min
How to Be Rich or I Can Make You Rich
01:07:31 • 2min
The Importance of Active Management
01:09:18 • 2min
The Importance of Active Management in Financial Planning
01:11:09 • 5min
The Rise of Teen Loneliness and Teen Suicides
01:16:12 • 6min
The Purest Essence of Trading the Markets You Have
01:21:49 • 3min
The Importance of Saying No
01:24:58 • 2min
The Importance of Waiting for the Perfect Pitch
01:26:53 • 3min
AMD and NVIDIA - Recent Trades
01:30:00 • 2min
The Market's Declining Range
01:31:39 • 2min
Lance's Weekly Market Recap
01:33:20 • 2min