When today's guest was last on this program back in October, she advised investors to prepare for a more volatile year ahead in 2025 - a year in which she predicted 'the game would start to get harde…
When today's guest was last on this program back in June, he predicted that interest rates would remain "higher for longer".And the ensuing seven months proved him correct.With inflation remaining st…
Are investors TOO bullish now?Portfolio manager Lance Roberts is concerned they are. Wall Street is flush with money and throwing it at just about every asset right now.Lance sees a lot of similariti…
If you have questions about inflation, interest rates, bond yields, Tech stocks, AI, recession risk and jobs, then this video is a must-watch. Today's guest earned well-deserved fame by successfully …
Today's guest is best known for his HOPE framework, a highly effective way to measure the health of the economy, and tell whether it's getting stronger or weaker.As we begin a new year -- with record…
If you're familiar with the concept of the 4th Turning, it's hard to deny we're in one now.A fourth turning is a societal cycle during which the power structure and institutions that long existed are…
The market has been tossed a lot of surprises lately -- even a near-black swan (DeepSeek) -- and yet, stocks have shrugged off all the uncertainty.Investor sentiment remains sky-high.And concern of t…
One of the biggest forces boosting both economic growth and asset price appreciation over recent years has been the explosion of higher fiscal deficit spending -- sending the prices of all assets inc…
Tariffs, trade wards, DOGE, deportations -- the disruption has come fast and furious so far during president Trump's first two weeks in office.
The non-stop surprises (not to mention the DeepSeek sc…
Well, we have a new US Presidential Administration with a very different economic strategy than its predecessor.
The president has already started vocally demanding the Federal Reserve be more aggre…
When Sven Henrich of NorthmanTrader.com was last on this program in November, he gave the advice "remain bullish, but be careful"
Since then the S&P has increased slightly, but mostly trended sidewa…
This week was a roller-coaster ride for the markets. Stocks weakened as the week progressed, and then really started falling after Nvidia's guidance failed to restore confidence in investors.But then…
Well, despite a week of high uncertainty -- the DeepSeek surprise, earnings releases for many of the Magnificent 7 stocks, a terrible aviation disaster and the declaration of tariffs against some of …
Recession fears seem to have faded from the headlines, as the "no landing" scenario seems to have won out -- on Wall Street at least.
Attention is much more focused on a possible boost to economic g…
When today's guest was on this program back in September, he predicted the market would start to become more volatile.
He didn't necessarily think that would mean lower stock prices into the end of …
Charles Hugh Smith joins me to explain DeepSeek and what it's potential significance is
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On this channel we conduct deep-dive discussions with hundreds of experts a year, doing our best to see through their eyes and chart a wise course through the economic waters ahead.
But with all the…
Portfolio manager Lance Roberts warns that corporate earnings expectations are likely unrealistic, and that one Wall Street realizes this, stock prices will have to come down.
WORRIED ABOUT THE MARK…
01:43:37 |
Sat 25 Jan 2025
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