Do real rates have to be above the inflation rate? What’s the difference? And how do those rates affect larger assets, like Gold, Oil, Bonds, and the Dollar? In a special debate episode of Your Money, Danny and Michael dig into how the Fed’s recent raising of short-term rates may have been sending the wrong signals to the economy – and how other high-value assets engaging the bond market might be affected.
In this video for educational purposes only, Dan Stewart, Don Vandenbord, Michael Ramos, Ted Zhang, & Connor Bates host The Your Money Video Podcast + Live Trading and Watchlist Stocks to Study.
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0:00 – Opening Bell
4:00 – Recession and the Wartime Deficits
08:30 – The Fed’s ‘Goldilocks’ Scenario
13:00 – Starting from Interest Rates
21:00 – The Dollar, Gold, Oil, and Treasury Bonds
24:00 – A Market for Treasuries Hurts Everybody
36:00 – Examples of Asset Inflation on the Charts
43:00 – This Week In the Markets
46:00 – Mailbag: RUM Drops & Trading Contests
49:00 – When Is It Time to Re-Engage With the Markets?
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Show Links:
Will inflation and Yields will repeat “That 70s Show”
https://www.advisorpedia.com/markets/will-inflation-and-yields-will-repeat-that-70s-show
China’s Growth is slowing: What does it mean?
https://www.advisorpedia.com/markets/chinas-growth-is-slowing-what-does-it-mean
Compound Market Returns are a Myth
https://www.advisorpedia.com/markets/compound-market-returns-are-a-myth
The Seven Deadly Sins of Year-End Financial Planning
https://www.thinkadvisor.com/2023/09/26/the-seven-deadly-sins-of-year-end-financial-planning
The ABC’s (and D’s) of Medicare Coverage
https://www.fa-mag.com/news/medicare–the-choices-that-affect-retirement-income-planning-74768.html
John Corzine to shut hedge fund and return capital to investors
https://www.fa-mag.com/news/corzine-plans-to-shut-hedge-fund-and-return-capital-to-investors-74781.html
Resilience redux in the US Treasury market: Darrell Duffie Graduate School of Business, Stanford University∗
https://www.kansascityfed.org/Jackson%20Hole/documents/9726/JH_Paper_Duffie.pdf
Bond Market Selloff will continue if the U.S. Dollar and Oil remain high
Schwab Call Center woes plague RIAs after TD Ameritrade Move
https://www.thinkadvisor.com/2023/09/25/schwab-call-center-woes-plague-rias-after-td-ameritrade-move
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Your Money Radio Podcast covers general topics & investment ideas for Research. It is for Educational & Entertainment purposes ONLY and is NOT meant to be Investment Advice.
If you want or need Investment Advice, contact your own advisors or reach out to Revere Asset Management for individual Investment Advice.
For more information, just go to Revere Asset.com.
