

S&P Drops Below 5000: How Much Farther Is It Likely To Fall? | Lance Roberts & Adam Taggart
8 snips Apr 20, 2024
Portfolio manager Lance Roberts and Adam Taggart discuss the recent S&P drop below 5000, sticky inflation, rising bond yields, lackluster retail sales, and warning signals from NFIB data. They also share the trades made this week and provide insights on the market correction, investment opportunities, economic indicators, and navigating uncertainties in investing.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8 9 10 11
Introduction
00:00 • 2min
Navigating Tensions Between Israel and Iran
02:25 • 5min
discussion on current economic conditions, gas prices, macro pass service launch, and analysis of S&P dropping below 5000
07:19 • 3min
Analyzing Market Corrections and Investment Opportunities
10:03 • 23min
Balancing Caution and Calculated Risks in Investing
32:38 • 14min
Analyzing Retail Sales Trends and Economic Indicators
46:56 • 13min
discussion on CapEx plans, real gross private investment, economic warning indicators and sales projections
01:00:06 • 4min
Unemployment Rates, Small Business Hiring, and Economic Indicators
01:04:31 • 16min
Navigating Inflation Data and Economic Uncertainty
01:20:39 • 23min
Contrast Between Economic Realities and Privileged Lifestyles
01:43:30 • 2min
Navigating Market Speculation and Emotional Reactions to the Correction
01:45:16 • 3min