Portfolio manager Lance Roberts & Wealthion host Adam Taggart discuss the oversold nature of stocks and bonds, the interpretation of Fed Chairman Powell's statements, the unreliability of economic forecasts, investing in the current market conditions, the performance of bonds and the reflection of economic factors, the impact of Nixon taking the US off the gold standard, and the importance of professional financial advisors.

Portfolio manager Lance Roberts and Wealthion's host Adam Taggart discuss the recent performance of the stock market, the growing strain between bullish technicals and bearish fundamentals, the potential recession indicated by the divergence between GDP and GDI, the possibility of a lost decade of no net growth for stocks, the importance of avoiding the 10 worst days of the market, and Lance's trades for the week.

Portfolio manager Lance Roberts discusses the oversold stocks in the short term but overvalued in general, while bonds appear oversold but undervalued. The podcast includes an analysis of fear-driven market movements, technical chart analysis, market predictions, identifying opportunities in different sectors, the potential rotation from commodities to value sectors, the impact of bond yields and investing strategies, the possibility of recession, the rapid advancement of AI, the current state of treasury buying and debt issuance, and the importance of perseverance and courage in pursuing goals.

Portfolio manager Lance Roberts and Wealthion host Adam Taggart discuss the potential for a recession and bear market in 2024, along with topics like payrolls jobs data, bond yields, and the vulnerability of the banking system. #recession2024 #bondyields #inflation

Portfolio manager Lance Roberts & Wealthion host Adam Taggart discuss odds of new market highs, timing of increasing duration exposure for US Treasurys, stock buybacks, next week's Fed update, impact of oil prices on Fed and inflation, differing views on Treasuries, potential negative impacts on Q4 GDP, lessons from pandemic and stupidity of MMT, Zillow's announcement, rebalancing the portfolio and shift to digital financial media, exploring ideas for informative financial channel.

Lance Roberts, a seasoned portfolio manager, and economic commentator Adam Taggart dive into the potential for a stock market melt-up as interest rates drop globally. They discuss the implications of the Fed's rate cuts on markets, exploring historical patterns and the impact on job growth and spending. The duo examines technical breakouts projecting S&P levels of 6000-6300, while highlighting risks of market overvaluation and the intricacies of bond strategies. Their insights offer a mix of optimism and caution for savvy investors.

Lance Roberts, a seasoned portfolio manager, joins analyst Adam Taggart to dissect recent market movements. They analyze a quick recovery in stocks post-correction and the importance of maintaining momentum. The duo discusses inflation impacts, job data, and forthcoming Fed rate cuts. They highlight strategies for managing volatility amid potential market shifts and dive into investment opportunities in utilities driven by rising electricity demand. Their insights reveal the delicate balance between optimism and risk in today’s market landscape.

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?

Lance Roberts, a seasoned portfolio manager, joins Adam Taggart to dissect the recent alarming market trends following disappointing payroll reports. They discuss the Sahm Rule’s implications for impending recession risks and analyze the plummeting S&P and Nasdaq positions. The duo provides insights into the dynamics of small-cap stocks facing potential downturns, the psychological aspects of market sentiment, and navigational strategies for investors amid volatility. Their engaging banter offers a mix of humor and critical financial wisdom!

Portfolio manager Lance Roberts shares his strategy for selling off positions in an overbought market. They discuss unaffordable housing, retirees' warning, the US' fiscal path, and job-seeking strategies. The importance of diversifying information sources and gaining job experience is highlighted. Strategies for reducing portfolio risk and preparing for a market correction are also discussed.