

Weekly Market Recap: Market Pullback Progressing As Expected (So Far) | Lance Roberts & Adam Taggart
Aug 12, 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
Introduction
00:00 • 2min
The Market's Exuberance Dysfunction
01:48 • 2min
The Three Percent Pullback in the S&P 500 Index
03:25 • 2min
How to Buy Apple More for Passive Indexing
05:29 • 2min
The Importance of Individual Stock Picking
07:00 • 3min
The Rise of the Stock Markets in Q2
09:54 • 2min
The Recession Hasn't Happened Yet
11:53 • 5min
The Rise of Federal Spending in the Economy
17:12 • 5min
The Negative Multiplier Effect of Government Spending
22:12 • 4min
The Deficit in the United States
26:07 • 3min
The Deficit for the Current Fiscal Year
28:38 • 3min
The Problem With Corporate Income Tax Receipts
31:16 • 3min
The Cost of Corporate Taxes
34:27 • 2min
The Debt Crisis and the Employee Retention Tax Credit
36:18 • 3min
The Economic Impact of the Pandemic on Small Businesses
39:07 • 3min
The Red Line and the Rate of Change in Government Debt
42:22 • 2min
The Importance of Consumption in Economic Resilience
44:22 • 2min
The Problem With Debt and Deficits
46:18 • 4min
The Japan Trap
50:31 • 2min
The Importance of Being Comfortable With Your Investments
52:50 • 3min
The Future of Bond Prices
56:12 • 2min
The Importance of Higher Yields in the Bond Market
58:41 • 2min
Why Interest Rates Are Up Over the Last Year
01:00:20 • 2min
The TLT Trade and the Fed's Recessionary Scenario
01:02:05 • 3min
The Importance of Investing in Long-Term Treasury Bonds
01:04:57 • 3min
The SEC Won't Allow Me to Invest for My Clients
01:08:03 • 4min
How to Be an Aggressive Investor
01:11:37 • 2min
The Fed's Debt Resets and the Impact on Economic Growth
01:13:10 • 2min
The Fed's Latest CPI Numbers for July
01:15:04 • 3min
The Power Shifting in the Housing Market
01:18:22 • 4min
The BLS Jobs Numbers Are Off Right Now
01:22:31 • 2min
The Chinese Real Estate Market Is in Danger of Defaulting
01:24:45 • 2min
How to Trade Apple on the Pullback After Earnings
01:27:00 • 3min