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Podcast: The Real Investment Show (Full Show)
Episode: Money Market Myths that Won't Die (1/29/24)
Description: (1/29/24) Markets look to wrap up January on an upward trend, but this week's FOMC meeting could affect that slope. the problem w economic data on the surface: Increasing GDP growth by adding debt. Who will provide the best policy mix to create stronger growth? Markets continue to rally as lowered earnings estimates and bigger beats provide support. Deviations from averages are difficult to maintain; look for market correction in the weaker month of February. Mega-cap companies are set to report this week and may sell-off. The myth of cash on the sidelines: Where does that money come from? Credit markets...