9-12-24 Did Inflation Change the Fed's Outlook?

The Real Investment Show Podcast

As we went to air this morning, Space-X astronauts are "space-walking," testing new spacesuits; is Elon Musk the real-live equivalent of Tony Stark? CPI prints cooler--but core CPI was hotter than expected. MEanwhile the NFIB Survey (showing conservative bent) shows increases in confidence wiped out as Harris capmaigns; policy matters. Markets Big Reversal on Nvidia commentary about AI chip demand; the news boosted markets to a 2.5% gain. CPI is a hot mess: Inflation is different for everyone; the important question is how CPI will affect markets. Lance and Michael discuss how CPI is calculated; what if shelter costs do not lag and remain elevated? The impact of healthcare costs and energy on CPI; oil price corellation with inflation. The Adobe Digital Price Index compares online shopping price trends. Volatility ETF's: Why don't the wrk very well? Going long with low volatility/shorting on high volatility; how we gambled and missed buy one day. Why Volatility ETF's are like Thanksgiving turkeys. Charting policy differences between Harris vs Trump campaigns. Tariffs & Taxes analysis: How do they affect productivity? Higher taxes on a smaller pie, or lower taxes on a bigger pie? Taxes remove capital from the market place, which could otherwise be spent on innovation & productivity. SEG-1: Markets' Big Reversal Day SEG-2: CPI is a Hot Mess SEG-3: Volatility ETF's: Why don't they work well? SEG-4: Tariffs, Taxes, & Policy Analysis Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer ------- Watch today's show video here: https://www.youtube.com/watch?v=Gn_rLnZURQ8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s ------- Register for our Retirement Blueprint presentation: https://www.eventbrite.com/e/993906249347?aff=oddtdtcreator ------- Articles mentioned in this report: "Cash Cow Clues: Can Dividend Yields Forecast Interest Rates?" https://realinvestmentadvice.com/cash-cow-clues-can-dividend-yields-forecast-interest-rates/ "S&P 500 – A Bullish And Bearish Analysis" https://realinvestmentadvice.com/sp-500-a-bullish-and-bearish-analysis/ "Risks Facing Bullish Investors As September Begins" https://realinvestmentadvice.com/risks-facing-bullish-investors-as-september-begins/ "Long-Term Signals Suggest Lower Forward Returns" https://realinvestmentadvice.com/newsletter/ ------- The latest installment of our new feature, Before the Bell, "Markets Test Resistance" is here: https://www.youtube.com/watch?v=eX3NtgCIW20&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "What's Really Behind Stock Market Volatility" https://www.youtube.com/watch?v=0D5D2sxuJwQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Nvidia #Magnificent7 #SpaceX #SpaceWalk #CPI #FederalReserve #InterestRates #MarketVolatility #OilPrices #GovernmentSpending #StockMarket2024 #MarketVolatility #InterestRates #InflationTrends #EconomicSlowdown #trading #RecessionRisks #InvestmentStrategies #StockBuybacks #DonaldTrump #KamalaHarris #Policy #Taxes #Tariffs #Innovation #Productivity #JobsReport #Employment #Technology #Markets #Money #Investing