(4/7/22) Now that the Fed's more rapid rate hike cat is out of the bag, markets celebrated with a Wednesday sell-off; at this point, it's instructive to note the history of market activity around such hikes; earnings growth will be challenged by higher rates, higher borrowing costs; Coffee Talk: Taking the Caffeine our of the Markets; markets have priced-in the Fed's rate hikes. The Fed's talking the talk, and hoping markets will do the heavy lifting. Equity Portfolio critique; Why we took Amazon out; companies to be hit by higher transportation costs.
SEG-1: A History of Market Responses to Fed Rate Hikes
SEG-2: Taking the Caffeine out of the Market
SEG-3: Why the Markets are Like Mogadishu
SEG-4: S&P Heat Map & the Market Iceberg
Hosted by RIA Advisors' Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
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Watch today's show on our YouTube channel:
https://www.youtube.com/watch?v=P2youIddsfQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Our Latest "Three Minutes on Markets & Money: How Interest Rates Really Respond to the Fed"
https://www.youtube.com/watch?v=P0URKrkgslo&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1
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Our previous show, "Will the Markets' Reflexive Rally Remain?" is here:
Where Will Markets Go in April?
https://www.youtube.com/watch?v=P2youIddsfQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s
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Articles mentioned in this podcast:
https://realinvestmentadvice.com/gold-or-rubles-a-pickle-worth-exploring
https://realinvestmentadvice.com/bailouts-and-the-demise-of-capitalism-and-free-markets/
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