

It's Unlikely We've Hit A Tradable Bottom Yet | Lance Roberts & Adam Taggart
Aug 10, 2024
Lance Roberts, a portfolio manager known for his insights on market trends, joins economic analyst Adam Taggart to discuss recent turmoil in global markets. They analyze the unwind of the yen carry trade, the implications for U.S. markets, and why it’s too early to buy back in. The duo also examines Japan's soaring debt, the protective power of stocks versus gold, and the significance of large-cap stocks amidst volatility. With a keen focus on economic indicators, they stress the importance of strategic portfolio management during uncertain times.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Debt Dynamics and Market Implications
02:12 • 26min
Navigating Economic Realities: The Case for Stocks Over Gold
27:52 • 2min
Navigating Market Volatility
30:07 • 24min
Navigating Economic Indicators and Investment Strategies
54:16 • 20min
Legendary Olympic Moments and the Spirit of Amateur Competition
01:14:34 • 3min
Embracing Humility and Kindness
01:17:12 • 15min
Leveraging Opportunities and Upcoming Financial Insights
01:32:37 • 4min