President Donald Trump's speech last night kept us up late, running nearly two-hours outlining his plan to offset lower tax revenues with tariffs on other countries. A discussion on reciprocal tariffs; how markets work; where earnings growth comes fromn. Markets are now re-pricing the impact of tariffs (Chart of stock valuations heat map). Lance and Danny discuss the ebb and flow of the U.S. Dollar, and buzzword headlin-generators: The latest is Stagflation. Most do not know the three elements required: Low growth, high inflation, and high unemployment. The Tru-flation index has collapsed, and markets are re-pricing the effects of tariffs. Lance and Danny address the importance of managing emotions and investor behavior/psychology. Why sometimes, the best thing to do is to do nothing. Why eggs prices have nothing to do with inflation. The Value of a Financial Advisor: To make sure income growth exceeds inflation growth. Lance & Danny discuss the viability of international and emerging markets stocks.
SEG-1: Trump Speech & Bearish Sentiment
SEG-2: The Truth About Tariffs
SEG-3: Ebbs & Flow of US Dollar & Tariffs
SEG-4: The Value of a Financial Advisor
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE:
https://streamyard.com/watch/Gy68mipYram2
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Watch today's full show video here:
https://www.youtube.com/watch?v=SxOQ78ZSEsM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s
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Articles mentioned in this report:
"Bearish Sentiment Surges As If The Market Just Crashed"
https://realinvestmentadvice.com/resources/blog/bearish-sentiment-surges-as-if-the-market-just-crashed/
"CFNAI Index Suggests Economy Is Slowing"
https://realinvestmentadvice.com/resources/blog/cfnai-index-suggests-economy-is-slowing/
"CAPE-5: A Different Measure Of Valuation"
https://realinvestmentadvice.com/resources/blog/cape-5-a-different-measure-of-valuation/
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The latest installment of our new feature, Before the Bell, "Have Markets Found the Bottom?" is here:
https://www.youtube.com/watch?v=eXM-nqDppmI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "What To Do When Everyone is Bearish."
https://www.youtube.com/watch?v=7qCTzhxdR20&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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