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Another incredible show! Thank you so much Adam and Lance. You guys are so informative. Love the government insights (congress), lobbyist, economic knowledge, etc. The U.S. government has so deviated from what was originally intended. Thanks too, Adam, for the thoughtful questions and summaries! Thanks, Lance, for your ability to explain so clearly how the markets, money, TA all work.
I look forward to hearing from Lance every week. The fact that he shares my views about long bonds (one of the few people in the space who do) is a an added bonus.
Adam...I cannot underscore how much I appreciate that you've chosen to include some morality into your show. We don't get to see much of that (if any) anymore. I turn 67 years old tomorrow and, quite honestly, the most profound lesson I've learned thus far is that what this world needs, more than anything, is more good people. People that actually care for one another. I'm hoping you and Lance decide to integrate morality into your show as routine instead of the exception. I wrote a long rant on this topic and how you and Lance could capitalize and actually make a difference...but decided against sending it. Thank you guys for all you do. I love the show and never miss an episode. Respectfully, JO
Morality is good, and also way more subjective today. But like my one finance professor years ago said. Being selfish and arbitraging helps mankind because price discovery and competition prevents bubbles and let’s people get better prices. The issue I see is we’re miles away today from a semi free market. I think talking about capitalism and free markets is like morality since it’s for the benefit of everyone. Whereas today we live in creditism and assets being inflated by debt and inflation making the rich richer and workers get screwed even more. It’s been this way for 50 years. You want to talk about morality we should harp about following the constitution and using gold as money. That would fix a lot of societies problems and end most wars or stop them from getting starter. This channel is one of the few that actually talks about why gold is important.
Your show is the highlight of my week! Very informative and well presented in a language that retail investors with limited understanding of the financial system can understand . Adam and Lance are so well spoken and balanced in their views. Kudos to both of you!
I very much appreciated the conversation on macro currency. Please dig into it more with Lance because his level headed, no sky is falling, attitude while recognizing the real dangers. Early subscriber before the channel went live. If I could subscribe twice I would.
Learned so much as usual, whether from part of your planned agenda or an unplanned rant! I also liked Lance's reference to his dad's advice, I'll have to use that one myself when appropriate. Interested in the fiat vs real money show, and the political system re how lobbyists work show if you decide to do them. 🍻
I listen to a lot of economic commentators, but you guys are my #1. Lance is an absolute gun! No bullshit, simple to understand commentary that makes sense. Bless you guys, and great health and financial success to you both.
Adam, Lance love this show . Lance is spot on with his technical analysis’s. I have learnt so much . I trade and invest in Releastate , cryptos and equities and I watch study a lot off this stuff constantly. Lances experience and this show is the very top. Thank you guys from an Australian investor and technical trader.
I gave up on main stream media about a year ago. I never thought I'd be watching economics updates every Friday, but I tune in every week for Lance He's brilliant, you both are Unfortunately i live in the UK, so I cant benefit from the financial advice you offer, but I will try and shop some support on Super I'm also telling all my intelligent friends (some who do live in the US) about you Thank you so much guys!!
He has advice that can be applied more generally like gold can be thought of as insurance. Ya buying foreign equities maybe harder with sanctions and the global risk
Thanks again guys, excellent insight. It seems now when I see something weird happening in the markets during the week, in the back of my mind I am thinking: don't worry Lance and Adam will explain it on Friday.
Hats off to both of you! I appreciated Lance's review of position sizing. It would be great if he could also discuss his overall sizing and allocation in various segments of the market, e.g., domestic stocks, developed market, emerging market, metal commodities, agricultural commodities, various classes of bonds, etc.
I could listen to you both all day!! Exceptional interview as usual. Love the broad and specific range of topics, helping me connect the dots. Thank you both!!
Adam....... great presentation but we forgot to put a war , less globolization and reduced commodity supply in the equation. All 3 increase inflation=risk , the fed's strenght is greatly reduced .
Adam, if you have time go check out the Blue Apple Beach Club. You hire a small boat to take you there on the island just off of Cartagena. You can go just for the day, well worth it!
Lance is a no-nonsense and cunning risk manager. Love the gardening analogy. However: - There can be no Fed pivot until inflation is lower than 3%. Some data - is pointing to double-digit inflation later this year. I would like to hear Lance's best 3-year forecast of the market with: 5% inflation 5% Fed rate.
The market will break before the Fed ever gets to 5%, which will force (politically) their hand to pivot. Eventually, a massive wealth transfer is coming. The current regime is not sustainable.
@@mario198187701 Unfortunately that's just a tired out talking point. There were people saying the Fed was going to pivot - before the March meeting... Someone even told me the market would "break" with a .25 hike. Until inflation comes down to 2%, there can be no pivot. Not unless unemployment spiked.
The discussion regarding Politicians was absolutely relevant and appropriate in assisting listeners to understand the dynamics behind our current economic troubles…
Great video.great portfolio review. All constructive and accurate info. In a social media world where hype and fear are pushed, wealthion helps me keep my feet on the ground and my head clear. Thanks guys.
Adam, could you in your next few weekly “talks with Lance” (especially since these talks are not only concerned about Macro but weekly fluctuations) and ask whether the possible final inflows from IRA contributions before April 15, might cause temporary cash inflows that might cause an additional spiking in the S&P? Lance had mentioned that Quarterly reports are due soon from Mutual Fund companies which have to report on their (for example) a 60/40 fund and that might also temporarily charge the S&P as well. Just wondering....
Yes...April tends to be bullish for equities. However, predicting that far out is difficult with any accuracy. Let's get through next week and see where we are.
Very interesting talk about position size and carrot harvesting :-) You gotta take the profit when it's there. Then again you might regret. But that's the game
Gracias por otro excelente video lleno de información interesantísima y actualizada. Muchísimas gracias por venir a Colombia, mi tierra, y visitar a Cartagena, una preciosa ciudad, que espero hayas disfrutado mucho. Un abrazo grande!!!
A key question for the next weekly review: Lance, how about the FED QT pouring bonds on the market: isn't it going to take the bonds price much lower? Thank you for your top quality weekly review. Franck
Loved the discussion on portfolio sizing. Amy recommendations for software that can keep track of position sizing when an investor has multiple accounts at different brokerages?
What if the bond vigilantes are finally awake again. The recent action looks like it. If so the next fed pivot could cause capital seeking safety to LEAVE long bonds and go to gold or crypto or just cash/short treasuries,or hoarding commidities. Maybe buying long bonds here is "fighting the last war"
Question for Lance Roberts. He said those who missed the market in the last decade are worse off than those who were invested and then saw a 50% drop in the market. But what if you get a 1930s drop with the DOW GOING FROM 380 to 40, 90%?
Another good review and insightful discussion (despite some dive into politics and I would prefer you didn't attribute blame for either of the major parties - there is more than enough blame to go around and it just feeds the great divide.) Thank you Adam and Lance. Question: Lance says everything is overbought and in a bubble but.....precious metals?
Really enjoyed all these TA videos but not sure about this one. Extremely confident predictions. Recession then Fed pivot to QE again. What about inflation? Also, bonds are in a bubble, they are not cheap. Wary about anyone who confidently predicts anything. The best analysts talk in terms of probabilities and scenarios. Bring on a Volcker!
These weekly chats are terrific. Would it be possible too spend some time on the "tools" that you use to follow the markets and what we should be using. For example, what industry charts should we subscribe to, and what services can the investor get to help provide ideas that are not simply stock touting?
Do a deeper dive discussion on the bond investing front. Several of the Fed insiders and individuals involved with the Fed have revealed they shifted into Municipal Bonds with significant portions of their savings -- and I clearly see two possibilities, either they really know what they are doing because they have an insiders playbook open to them, or they are as clueless as they seem to be regarding 'oh printing cash is not inflationary it is the supply chain fault'. I get the tax benefits of Munis but what else is in those specifically and bonds in general that makes these other individuals so interested in them? Rising interest rates are generally bad for bonds.
Informative right to the end and unfortunately we don't talk about it enough to keep people educated enough to make a difference with reference to the tail end of the discussion
If you say you are not traders then why are you trading all the time? You are just trying to time the market all the time and it never works in the long term. Everyone knows that. Also research clearly shows that professional investors don't beat the S&P500 over time anyway. So why spend a lot of money on an "financial advisor" when they are not worth it 9 out of 10 times?
Lance is the one side of the coin, while New Harbor is more into wealth preservation (I am a client). John mentioned that in the previous weekly video, the other day. They do go into positions sometimes short term, but they protect long term positions using options. Mike and John are Certified Financial Planners and they are aware of taxes, I believe. I think these 2 different commentaries give you both approaches every week....
