President Trump's tariffs are being negated by Trade Courts, and markets feel inspired. Nvidia reports earnings, and is poised for a 6% gain today; we're still on the cusp of all that AI can do. Lance and Michael discuss the importance of recognizing and shutting out the narratives that distract investors; why we all seem to need a reason "why" things are as they are. Commentary on Nvidia's technology "moat;" comparisons to Apple's growth curve. How narratives matter (and do not); fundamentals are still long-term market drivers. The relationship between deficits and interest rates explored; beware of being too attached to any narrative. "The End of American Exceptionalism?" Don't you believe it. Consumer confidence...what is the Money Supply doing.
SEG-1: Nvidia Earnings & Cusp of AI Growth
SEG-2: Shifting Narratives & Reasons Why
SEG-3: Fundamentals Drive Markets Long-term
SEG-4: Why Tariffs are NOT Inflationary
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
https://www.youtube.com/watch?v=mIl8rM1AW6w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=2s
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Articles mention in this show:
"The Anchoring Problem And How To Solve It"
https://realinvestmentadvice.com/resources/blog/the-anchoring-problem-and-how-to-solve-it/
"Trump Tariffs Are Inflationary Claim The Experts"
https://realinvestmentadvice.com/resources/blog/trump-tariffs-are-inflationary-claim-the-experts/
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The latest installment of our new feature, Before the Bell, "The Correction is Over," is here:
https://www.youtube.com/watch?v=_utj49L0G3I&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Nvidia Day!"
https://www.youtube.com/watch?v=WWSQGN1zFrg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Register for our next in-person event, "Retirement Income Empowerment Workshop," June 14, 2025:
https://tracking.realinvestmentadvice.com/l/1052953/2025-05-08/ysxr
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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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