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Inflation and Market Outlook

RL135 - Inflation and Market Outlook

Today on the Retirement Lifestyle Show, Roshan Loungani, Erik Olson, and Adrian Nicholson talk about the August inflation and the worst day in the markets since June 2020. They break down the August Consumer Price Report, investment opportunities in a down market, and how money printing causes inflation.

[01:55] A Bad Day in The Markets

[05:13] How Investors Reacted to the August Consumer-Price Report

[12:34] Stock Market Takes a Dip Following August Inflation Report

[17:10] Investors Flock to "Safe" Investments

[21:40] Media Coverage on the September Dip

[23:38] Investors Turn to Treasury Bonds After Hot Inflation Readings

[27:36] How to Position Your Portfolio For What's to Come

[29:03] The Inverted Yield Curve

[31:03] Technically, We're Already in a Recession

[35:10] Inflation Versus Recession: What Will the Fed Tackle First?

[40:57] Money Printing and the Inflation Reduction Act

[46:08] Long-Term Investment Opportunities in a Down Market

[50:21] The Comfort of Holding a Low-Priced Stock

[55:40] How to Carefully Select Attractive Stocks

[58:11] Why High-Value Stocks Have a Margin of Safety

[01:00:11] How to Insulate Your Portfolio During a Recession

[01:02:39] Parting Thoughts

For more links and the full show notes keep scrolling down!

Roshan Loungani can be reached at or at 202-536-4468.

Erik Olson can be reached at or 815-940-4652.

Adrian Nicholson can be reached at or at 703-915-8905.

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Full Show Notes:

Americans Are Getting Used to Rising Inflation

After almost two years of printing and spending trillions of dollars, inflation is beginning to rear its ugly head. And although most financial experts are still undecided whether we're going down a recession path, others believe a recession is already here, and Americans are getting used to it. How is that even possible? Well, the longer high inflation persists, the more it becomes embedded as an economic expectation. Employees demand more wages, and employers realize they've got to pay more for the same talent. And generally speaking, vendors also feel like they have the capacity to continue to raise prices. So, when this mentality gets baked in, it becomes part of the psychology and, therefore really hard to eradicate.

August Inflation and a Bad Day in the Markets

13th September 2022 was a bad day in the markets. The new consumer-price report led to a massive dip in the stock market. Even with a drop in gas prices, the report highlighted that inflation jumped more than expected in August. In fact, all the stocks in the S&P 500 and Dow Jones Industrial Average took a plunge in the worst one-day performance since June 2020. Most experts argue that this plunge might have been fueled mainly by concerns over how the Federal Reserve would react to August inflation numbers. Nonetheless, the rising prices will also worsen the cost woes for households in the US as the Federal Reserve decides on another interest rate hike in a week's time.

All opinions expressed by podcast hosts and guests are solely their own. While based on information that they believe is reliable, neither Arete Wealth nor its affiliates warrant its completeness or accuracy, nor do their opinions reflect the opinion of Arete Wealth. This podcast is for general informational purposes only, and should not be regarded as specific advice or recommendations for any individual. Before making any decisions, consult a professional.

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