Doing the Bond Math Amid Fiscal Dysfunction

(11/30/23) Face-off Movie, Bond Math, and Market Preview: How does the Consumer continue to spend? Texas' Christmas spending habits = $817/avg. Budgeting for Christmas w price pressure in mind. Will interest rates be but next year (why wouild the Fed do that)? Michael Lebowitz helps crunch the Bond Math: What price changes mean in the Bond Market. What is the credit risk to consider? How will you be paid? Recession is inevitable; how long do you want to hold a bond? Discounts vs Yields: doing the bond math (Bondilocks) factoring duration in getting paid; the higher the yield, the shorter the duration. Narrative Economics & The Federal Debt: what is happening to debt service? Is the US Fiscally-dysfunctional? Slwer Growth, less wealth, deflation are the results. It's the interest expense that's killing us. debt to GDP is declining...for now: The Government can't fix the deficit, but it CAN lower interest rates.

2:42 - How Does the Consumer Continue to Spend?
13:56 - Crunching the Bond Math
30:00 - Inside Lance's Head ; Discounts vs Yields
43:58 - Narrative Economics & The Federal Debt

Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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The latest installment of our new feature, Before the Bell, "Markets Need a Breather" is here: https://www.youtube.com/watch?v=ZMOtmA1IJ8w&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "What Would Charlie Munger Do?"
https://www.youtube.com/watch?v=2Hd51fQl49A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=387s
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Articles Mentioned in this Show:
"Context And Facts Expose Bearish Bond Narratives"
https://realinvestmentadvice.com/context-and-facts-expose-bearish-bond-narratives/
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