Want to create an interactive transcript for this episode?
Podcast: The Real Investment Show (Full Show)
Episode: Why the 2020's Aren't the 1970's (2/8/24)
Description: (2/8/24) Fair warning, fellas: Valentine's Day is one week away; Lance's annual safety PSA. What do all the numbers and charts really mean about the economy? Financial Obligation Ratio's look great for the upper 10%, but for the rest of the population, they're pretty dire. The markets don't care. Are we over-paying for equities? Market internals are very different from the headline data. The S&P almost hit 5,000, thanks to the EFT draft effect. Will "good" economic data thwart the Fed's rate policy? Bonds feed on inflation and where the market thinks inflation is going to be. Are we looking for a...