In this discussion, Lance Roberts, a savvy portfolio manager, highlights the recent sell signal for stocks as overvaluation looms. He sheds light on positive economic developments, including robust job numbers and the resolution of labor strikes. The conversation also dives into investment strategies affected by the political landscape and discusses the outlook for emerging markets amid increasing liquidity. With insights on timing investments and upcoming elections, Roberts offers valuable advice for navigating current market dynamics.

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.

Lance Roberts, a seasoned portfolio manager known for his sharp market insights, joins to dissect the stock market's unpredictable journey post-election. They explore the likelihood of a stock rally's resurgence and share vital insights on inflation metrics, bond market strategies, and year-end planning. The conversation also tackles trading strategies focused on small-cap ETFs and the systemic impact of rising national debt on economic growth. Roberts emphasizes the importance of adapting investment strategies amidst ongoing market volatility.

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.

In this insightful chat, portfolio manager Lance Roberts shares his expertise on the current stock market surge, noting it's one of the best starts in decades, yet caution over high valuations is warranted. He discusses a newly triggered buy signal, the implications of recent inflation data, and the importance of risk management for investors. They explore the psychological hurdles everyday investors face compared to professionals, emphasizing a disciplined approach to navigating today's market volatility for long-term gains.

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 warns of a massive deviation between stock valuations and earnings growth, predicting asset price reductions. Topics include market technicals, inflation data, rate cut odds by the Fed, sentiment importance, and recent trades.

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.