The Real Investment Show Podcast

3-4-25 What To Do When Everyone is Bearish


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Tariffs take effect as markets are in mid-correction; investors are extremely bearish. Tariffs only impact production side; consumers may choose not to buy at elevated prices. Lance and Jonathan discuss avocados vs mangos. Markets continue to trade in a broad, large range; markets are seeking an interim bottom. Markets are over sold, and money flows are reversing. Is Christina Lance's Agent 99? Trade Wars, Tariffs, & Inflation: Trade War II effects (charts); Bullish sentiment is at lowest level since 2022; loss aversion psychology. A look at diversification and the role of Bonds; how we build our portfolios (more charts). WWWBB: What would Warren Buffett buy (or sell); why 13-F's are revealing reading (but remember, they're only updated quarterly!) A discussion of portfolio weighting theory; Turtle Trading; nibbling on developed international stocks? All are on the brink of recession.  SEG-1: Tariffs Take Effect SEG-2: Get Smart, Trade Wars, & Inflation SEG-3: Diversification & Bonds:  SEG-4: What Would Warren Buffett Buy? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer ------- REGISTER FOR OUR NEXT CANDID COFFEE (3/29/25) HERE: https://streamyard.com/watch/Gy68mipYram2 ------- Watch today's full show video here: https://www.youtube.com/watch?v=7qCTzhxdR20&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Bearish Sentiment Surges As If The Market Just Crashed" https://realinvestmentadvice.com/resources/blog/bearish-sentiment-surges-as-if-the-market-just-crashed/ "CFNAI Index Suggests Economy Is Slowing" https://realinvestmentadvice.com/resources/blog/cfnai-index-suggests-economy-is-slowing/ "CAPE-5: A Different Measure Of Valuation" https://realinvestmentadvice.com/resources/blog/cape-5-a-different-measure-of-valuation/ ------- The latest installment of our new feature, Before the Bell, "Markets Adjust for Tariffs," is here:  https://www.youtube.com/watch?v=mnxrpS-GXw4&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Will Markets March Ahead?" https://www.youtube.com/watch?v=DjvhaHHDQvs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=6s ------- Get more info & commentary:  https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- 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/ #BearMarketInvesting #StockMarketStrategy #InvestingTips #WealthBuilding #MarketTrends #MarketRally #Tariffs #TradeWar #TurtleTrading #Inflation #InvestorSentiment #Negativity #MarketSellOff #MarketCatalyst #MarketCorrection #ReflexiveRally #20DMA #50DMA #100DMA #InvestingTrends #InvestmentStrategies #StockMarketOutlook #InvestingTrends #MarketForecast #EconomicUpdate #FinanceTalk #InvestingTrends  #GetSmart #WarrenBuffett #InvestingAdvice #Money #Investing
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The Real Investment Show PodcastBy Lance Roberts

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