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Will the Next Crisis be Credit-related? (10/4/22)

Will the Next Crisis be Credit-related? (10/4/22)

FromThe Real Investment Show Podcast


Will the Next Crisis be Credit-related? (10/4/22)

FromThe Real Investment Show Podcast

ratings:
Length:
48 minutes
Released:
Oct 4, 2022
Format:
Podcast episode

Description

(10/4/22) Will companies be able to pass along increased costs to consumers? As the prelude to earnings season begins to rev-up, CEO confidence is down; what will their outlooks reveal? Has the bounce begun? The short squeeze we predicted has arrived; expect rally to 3,800 to 3,900; Q3 GDP could provide some life to markets. While 70% of companies surveyed by KPMG say ESG has improved their earnings, 59% are pausing or reversing their ESG stance. How concerned is the Fed about Pension funds? The BOE's margin call loop: When Pension funds run out of collateral (a financial crisis doesn't have to be credit-related). Investment decisions are based upon models (see "Margin Call," the movie). Why this is not like 2008: More persons are working longer; what happens if/when they all pull their pension funds; could that create a "run" on Pensions? Market Commentary; is it unnerving that everyone sees a Recession coming, because no one ever sees a Recession coming. Bitcoin crimes & The Silk Road. The effects of drug use on society. SEG-1: Earnings Season Prelude SEG-2: The Financial Crisis Doesn't Have to be Credit-related SEG-3: Why This is Not Like 2008--But It Is SEG-4: The Recession No One Sees Coming Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Produced by Brent Clanton, Executive Producer -------- Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=MtMoI1ozqG0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: Be Careful: We're Not Out of The Woods Yet" is here: https://www.youtube.com/watch?v=XO84WpHov5I&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show is here: "Nowhere to Go But US Dollar & Treasuries" https://www.youtube.com/watch?v=0UdZf34LihM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2601s -------- Articles mentioned in this report: "ESG Underperformance Will Be Its Undoing" https://realinvestmentadvice.com/esg-underperformance-will-be-its-undoing/ "The Big Short Squeeze Is Coming" https://realinvestmentadvice.com/the-big-short-squeeze-is-coming/ ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #InvestingAdvice #FinancialCrisis #ShortSqueeze #EconomicRecession #EarningsSeason #PensionFund #PensionRun #BitCoin #TheSilkRoad #Markets #Money #Investing
Released:
Oct 4, 2022
Format:
Podcast episode

Titles in the series (100)

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