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

Wealthion, Released on 9/2/23

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

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?

Lance Roberts has an extensive investing background that spans more than 25 years. He is the Chief Investment Strategist for RIA Advisors and Lead Editor of the Real Investment Report, a weekly subscriber-based newsletter to over 100,000 people nationwide.

Adam Taggart is the Founder of Wealthion. He is also Co-Founder and former President of Peak Prosperity. Adam is an experienced Silicon Valley internet executive and Stanford MBA. Prior to partnering with Chris Martenson (Adam was General Manager of our earlier site,, he was a Vice President at Yahoo!, a company he served for nine years. Before that, he did the ‘startup thing’ (, sold to CNET in 2001). As a fresh-faced graduate from Brown University in the early 1990s, Adam got a first-hand look at all that was broken with Wall Street as an investment banking analyst for Merrill Lynch. Most importantly, he’s a devoted husband and dad.

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