Is The Rally Back On? | Lance Roberts & Adam Taggart

1 year ago
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Stocks powered higher this week, shrugging off the recent sell-off. Is the rally back on?

Portfolio manager Lance Roberts & Wealthion's host Adam Taggart discuss those developments in this week's Market Recap, along with:

1. Is the rally in stocks back on?
2. is the jobs market finally cracking?
3. Lance reacts to Luke Gromen's negative outlook for long duration US Treasury bonds
4. Student loans finally go back into repayment. What will the repercussions be?
5. Lance's trades for the week

TIMESTAMPS
0:04 Adam's introduction.
4:19 Technicals vs fundamentals.
8:34 How to trade the market?
13:42 What would happen if a fiduciary is wrong about a portfolio?
20:24 What happens if Nvidia is wrong about Nvidia?
25:05 Jobs report jolts the fed.
28:35 Bad news is good news for bonds.
33:32 The reason why the top 10 stocks continue to perform.
38:35 What will drive money out of large cap stocks?
43:03 Treasuries and recession risk.
47:38 It is always about production supply.
51:25 The correlation between monetary policy and oil prices.
55:38 What is backwardation in oil prices?
1:02:48 Bond yields tied to oil prices.
1:07:29 Economic growth and interest rates.
1:13:38 The deficit surge will lead to lower rates.
1:21:31 The hostage-taking of healthcare.
1:25:24 What have you done with your trades this week?
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