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The Real Investment Show Podcast


Jun 6, 2024

D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession. Nvidia topped $3-Trillion in market capitalization, surpassing Apple for #2 slot in the S&P. Nvidia is now 3x over its 50-DAM. The coming power grid expansion will offer investing opportunities; how viable are alternative energy investment propositions? What are the implications of government subsidies required by alternative energy companies? Political realities to be considered. The next Fed meeting: will they cut rates; how many times? Market performance history vis a vis Fed rate activity. Small caps and mid caps may become favorable investments in the future, especially after a period of slow economic growth or recession when excess stimulus has been absorbed. Lance & Michael break down the crucial moments to consider for small and mid-cap stocks: Current state of mid caps and small caps; Earnings performance of small caps; Economic indicators impacting small caps; Timing for small cap investments; Effect of economic growth or recession on small caps.

SEG-1: D-Day and Data (Does Not Support Recession Thesis)
SEG-2: Investing in Power Grid Expansion & Alternative Energy Plays
SEG-3: The Fed Doesn't Do 'Token' Rate Cuts
SEG-4: Small Caps and Mid Caps: Timing Your Investments Post-Economic Slowdown

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 video here:
https://www.youtube.com/watch?v=znjG3-cP3-8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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Articles mentioned in this report:
"Investments For The Coming Power Grid Expansion- Part 3"
https://realinvestmentadvice.com/investments-for-the-coming-power-grid-expansion-part-3/
"Deviations From Long-Term Growth Trends Back To Extremes"
https://realinvestmentadvice.com/deviations-from-long-term-growth-trends-back-to-extremes/
"Momentum Chase Is On. What Happens Next?"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Nvidia Overtakes Apple at $3 Trillion Market Cap?" is here: 
https://www.youtube.com/watch?v=dCYSYtjM3MA&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Could Roaring Kitty's Wealth Top $1-Billion?"
https://www.youtube.com/watch?v=8QzhNqLLV-o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
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Get more info & commentary: 
https://realinvestmentadvice.com/newsletter/
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Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
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https://www.simplevisor.com/register-new
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