

Rough Week For Stocks As Credit Spreads Issue Warning | Lance Roberts & Adam Taggart
13 snips Jul 20, 2024
Portfolio manager Lance Roberts discusses the recent stock market correction and warns about widening credit spreads in lower-quality bonds. Topics include economic implications of Trump's plan, potential Fed rate cuts, and latest market trends. Is a 'Great Rotation' happening?
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11 12
Intro
00:00 • 3min
Challenges and Opportunities in U.S. Infrastructure Upgrades
02:34 • 14min
Market Correction and Small Cap Trends
16:24 • 18min
Current Market Trends and Political Implications
34:18 • 21min
Fed Rate Cuts, Market Expectations, and Impact on Elections
55:11 • 18min
Economic Policy Discussion on Inflation, Tax Rates, and Market Reactions
01:13:27 • 2min
Comparing Economic Strategies: Trump vs. Reagan's Presidency
01:15:03 • 4min
Discussion on Trump's Plans, TikTok, and Jamie Dimon as Secretary of the Treasury
01:18:35 • 2min
Reevaluating Foreign Policy Priorities
01:20:13 • 7min
Passive Capital Flows and Market Concerns
01:27:38 • 9min
Managing Inherited Possessions and Financial Planning After a Spouse's Passing
01:36:55 • 20min
Portfolio Strategy, Market Uncertainties, and Financial Advice Discussion
01:56:28 • 4min