(2/2/23) Fed Chair Jerome Powell is more concerned about "disinflation" than financial conditions, as evidenced by the Fed's quarter-point rate increase, and shift in stance on inflation; subsequent market upside may be limited to 100-points. Disinflation vs Deflation. Ground Hog Day again, and again, and again...Fed Meeting recap: The Fed got it wrong about "transitory," and doesn't want to be wrong again. Three choices for the Fed: Hike, Hold, or Drop rates. Measuring inflation and sticky prices; how to trade markets that are not predicting recession: What if the markets are wrong? Goldilocks is the preferred forecast; theme for the year will be "Audible;" P. Phil's track record (40% correct); what market sectors are likely to perform better in a "Goldilocks" environment? Growth vs Value stocks; is the market skewing more passive vs active investing?
SEG-1: The Fed's Big Shift
SEG-2: Ground Hog Day & Fed Meeting Recap
SEG-3: P. Phil's Prediction; Is the Market Wrong About Goldilocks?
SEG-4: P. Phil's Track Record, Market Sectors to Seek in Current Climate
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 show on our YouTube channel:
https://www.youtube.com/watch?v=9pd6YYK6zoQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=6s
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The latest installment of our new feature, Before the Bell | "How to Trade a Goldilocks Market" is here:
https://www.youtube.com/watch?v=YAawFZBurrM&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here:
"How Hawkish Will Jerome Powell Be?"
https://www.youtube.com/watch?v=RrYLoQDK41g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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