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Podcast: The Real Investment Show (Full Show)
Episode: 12-5-24 Is Another Liquidity Crisis Near
Description: Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirrow such performance. A lack of stimulus money showing up previously in the economy are resulting in these weaker results emerging. Meanwhile, markets continue to do well, and expectations for 2025 are 19% above 2023 estimates for 2024. Bitcoin hits $100,000 thanks to President-elect Trump's...