Why We Did a Big Bond Swap

(9/7/23) Earnings season is wrapping up, just in time to get ready for the NEXT quarter's earnings reports! What do Parking Lot Reports and the markets have in common? Not much going on. Waiting for the lag; rising oil prices; markets sold off, and about to give a pullback, a normal function. Apple iPhones restricted in China: Is this an opportunity for more exposure? Market correction in a bullish trend. Preview of next Fed Meeting (9/20): One more look at Inflation. Prediction: Fed will do nothing as inflation normalizes. Economy IS slowing, recession IS coming, but lag effect not hitting for 6-moths? Effects of higher rates will take longer to be felt. The Big Bond Swap: Why we sold TLT. All economic markers for the next 20-years are downward; looking to futures & what if's. Advantages of bonds include guaranteed payback of principal; guaranteed income stream. Government Bonds and Risk-free Debt: Is it, really? Why higher interest rates are unsustainable; economy is debt-dependent. The myth of "Bond Vigilantes;" what happens when interest rates become an impediment to the economy.

2:17 - Parking Lot Reports & Market Activity
13:40 - Next Fed Meeting Preview
29:25 - The Big Bond Swap
43:40 - Is Government Debt Really "Risk Free"

Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
--------
The latest installment of our new feature, Before the Bell, "Why We Sold TLT" is here:
https://www.youtube.com/watch?v=5O_KdxR2kQY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Our previous show is here: "7 Investment Types You Should Avoid"
https://www.youtube.com/watch?v=N1NYwasSS0A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s
--------
Articles mentioned in this report:
"Risk Free Government Debt – Fact or Fiction?"
https://realinvestmentadvice.com/risk-free-government-debt-fact-or-fiction/
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#InvestingAdvice #BondSwap #OilPrices #InterestRates #BondYields #FederalReserve #GovernmentDebt #RiskFree #Markets #Money #Investing