8-12-26 Q&A Wednesday - Is Inflation Back in Control?

Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 - Earning Season wrapping - earnings beats were high, buy backs return 4:35 - Markets Bank & Forth, consolidation continues 5:19 - Bullish Trend Continues - focus on what matters 9:27 - Bloomberg Poll - Living On Parents' Money & Adulting 14:57 - When buying stocks, how much does CEO matter? 17:07 - Tracking Gold Prices/Oil Prices/Inflation 18:25 - K-shaped Economy: When will weakening consumer matter? (Never bet against the consumer) 20:22 - AI Data Center Investment instruments: Revenue-generating asset class? 22:55 - Capital Gains Tax changes' effects on Boomer Retirement? 24:15 - Individual Bonds vs Bond Funds (SimpleVisor) 26:34 - US Treasuries & Yen intervention (FIMA Facility) 29:48 - Bond Yields at 5%+ - Good Time to Buy? 30:54 - CAPE Yields 31:23 - Are Buybacks Losing their Effectiveness? 33:20 - Is there circular-financing going on with Nvidia? 36:34 - What do you consider a long-duration bond? (Duration exceeds needs) 38:49 - What about Corporate Bonds? 39:56 - Earnings are fake? (Microsoft Operating Income) Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer ------- Do you enjoy our content? Rate us on Google: https://bit.ly/4b9JtEo ------- Watch today's "Before the Bell" premarket commentary, "Why Bearish Headlines Keep Losing," https://youtu.be/ygeDd0d0XF8 -------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/Hl6lVuNeTYM ------- Articles mentioned in this report: "Abel Takes Charge at Berkshire Hathaway" https://realinvestmentadvice.com/resources/blog/abel-takes-charge-at-berkshire-hathaway/ -------- Watch our previous show, "What Really Drives Markets?" https://youtube.com/live/c9cOlFVLGoU ------- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ ------- * REGISTER for our next Dynamic Learning Series, "Savvy Medicare Planning: Everything You Need to Know Before You Enroll," Thursday, August 20, 2026: https://streamyard.com/watch/Qjx33M2tS4i4 --- 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/ #StockMarket #Investing #MarketOutlook #Earnings #PortfolioManagement #Inflation #FederalReserve #Economy