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Podcast: The Real Investment Show (Full Show)
Episode: 4-14-25 Yield Spreads Suggest the Risk Isn't over Yet
Description: Are we heading toward a recession in 2025?
In this episode, Lance Roberts explores why yield curve inversions and widening credit spreads suggest the risk isn’t over yet, what the bond market is telling investors, and how these indicators have predicted past recessions and what it could mean for your portfolio. Lance covers:
* The Tariff impact on Apple
* The mistake of confusing trade deficits with tariffs
* Markets' relief rally
* Tariffs paused not likely to return
* Yield curve inversion and economic signals
* Credit spreads and financial stress
* Implications for the stock and bond markets
* The Fed's hands are not tied
* The da...