Not all Roth conversions are created equal — and new research shows a clear winner.

Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period:

• Staying in a traditional IRA/401(k) and taking RMDs

• A one-time Roth conversion

• A gradual, multi-year conversion strategy

We examine how taxes, RMDs, longevity, and investment returns affect the outcome — and why a one-time conversion often comes out ahead if you can handle the upfront tax bill.

0:19 - The Sexiest Word in Finance

4:44 - The Roth Account Smile

7:29 - Roth Applications for Different Stages of Life

10:17 - Tax Hierarchy Considerations

14:09 - The Craft of Retirement Income & Withdrawals

19:07 - Roth as a Legacy Tool

21:22 - A Lifetime of Tax Savings with Roth

24:11 - Why a One-time Roth Conversion is Best Option

30:36 - Reconsidering Gradual Withdrawals

33:12 - Retirement Strategies are Personal

33:53 - Tim Allen, Mike Rowe, & Why Men Don't Work

38:14 - Thanksgiving Wishes

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP

Produced by Brent Clanton, Executive Producer

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Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=8mkgUOAZU7Y&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1

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The latest installment of our new feature, Before the Bell, "Why This Pullback Isn’t a Panic" is here:

https://www.youtube.com/watch?v=bb8BeVp7ID8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

-------

REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:"

https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator

-------

Our Previous Show, "How The Fed Deals Liquidity: The Monetary Toolbox" is here:

https://www.youtube.com/watch?v=GnB1pog_r_I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

Get more info & commentary:

https://realinvestm entadvice.com/newsletter/

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#RothIRA #RetirementPlanning #TaxStrategy #IRAConversion #PersonalFinance

How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008?

Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates.

0:00 - INTRO

0:18 - Nvidia Kill It; Rate Cut Odds Decline

4:06 - Markets Under Pressure; Setting Up for Rally

10:29 - Markets' Post-Nvidia Relief Valve

15:53 - Oracle, CoreWeave, and CDS's Explained

18:24 - Is There Enough Credit to Fund AI Buildouts?

20:30 - Financial Markets are Like Consumers - they'll find the money

22:16 - Begging for ETF's - Be careful what you ask for

25:20 - Centralized Financial Markets are Swallowing BitCoin

28:24 - How the Fed Controls Liquidity

30:11 - Why is There Stress in the Liquidity Markets?

37:18 - The Linkage Between Liquidty & Function of Economy

39:04 - The Fed is Closer to QE Than Anyone Thinks

39:54 - Today's YouTube Poll

41:14 - What Will Markets Do Today?

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA

Produced by Brent Clanton, Executive Producer

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Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=GnB1pog_r_I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

Articles Mentioned in Today's Show:

"Oracle And CoreWeave CDS Spreads Widening: Omen Or Jitters"

https://realinvestmentadvice.com/resources/blog/oracle-and-coreweave-cds-spreads-widening-omen-or-jitters/

"How The Fed Deals Liquidity: The Monetary Toolbox"

https://realinvestmentadvice.com/resources/blog/how-the-fed-deals-liquidity-the-monetary-toolbox/

--------

The latest installment of our new feature, Before the Bell, "Why This Pullback Isn’t a Panic" is here:

https://www.youtube.com/watch?v=bb8BeVp7ID8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

-------

REGISTER for our 2026 Economic Sumnmit, "The Future of Digital Assets, Artificial Intelligence, and Investing:"

https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator

-------

Our Previous Show, "Pension or Lump Sum - What's the Smarter Move?" is here:

https://www.youtube.com/watch?v=WoSPpnkGW2o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

Get more info & commentary:

https://realinvestm entadvice.com/newsletter/

--------

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--------

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Contact Us: 1-855-RIA-PLAN

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#StockMarket #Nvidia #AITrade #SP500 #MarketUpdate #FederalReserve #MarketLiquidity #QEandQT #InterestRates #FinancialEducation

Choosing between a company pension and a lump-sum payout is one of the biggest financial decisions many pre-retirees will ever face—especially for workers in industries facing layoffs or restructuring, like the major oil companies in Houston right now.

Lance Roberts & Danny Ratliff break down the key factors to consider when comparing a lifetime pension annuity versus taking a lump-sum distribution you can invest or convert into a private annuity. Using a real-world scenario from a viewer—age 64, a $700,000 lump-sum offer, and a sizable 401(k)—we explore the risks, trade-offs, and questions every retiree should ask before making the call.

0:00 - INTRO

0:19 - Why Nvidia Matters

2:53 - Yes, Virginia, Draw Downs Happen

9:50 - 2026 Economic Summit Preview

10:39 - It's Just a 3% Pullback

13:01 - The Risk Range Report explainer

16:56 - E-Mail Query: Lump Sum or Pension?

19:45 - Pensions are Going the Way of the Dinosaurs

21:29 - Do Not Have a Lump Sum Check Written to You

22:55 - Pensions have no COLA

25:01 - Plan for Higher Taxes in the Future

26:49 - The YouTube Poll

29:07 - Once You're Done, You're Done

33:58 - Lump Sums & Annuities: Be Careful!

38:30 - Understand Your Options

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP

Produced by Brent Clanton, Executive Producer

-------

Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=WoSPpnkGW2o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

The latest installment of our new feature, Before the Bell, "Market Panic? It’s Just a 3% Pullback" is here:

https://www.youtube.com/watch?v=Gs3bObsvk0c&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

-------

REGISTER for our 2026 Economic Sumnmit, "The Future of Digital Assets, Artificial Intelligence, and Investing:"

https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator

-------

Our Previous Show, "Indicators & Income: What Retirees Must Know (Who Can You Trust)?" is here:

https://www.youtube.com/watch?v=9-K-d9bfV_o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=254s

-------

Get more info & commentary:

https://realinvestm entadvice.com/newsletter/

--------

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--------

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Contact Us: 1-855-RIA-PLAN

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#StockMarketToday #MarketPullback #PreMarketUpdate #BitcoinAnalysis #TechnicalAnalysis #RetirementPlanning #PensionVsLumpSum #RetirementIncome #FinancialEducation #InvestingBasics

Lance Roberts & Jonathan Penn tackle two of the biggest gaps in financial education: How to actually use RSI, MACD, Money Flow, and MACD Histogram together, and why post-retirement planning (the “decumulation” phase) is so overlooked—yet absolutely critical. Lance and Jon break down the mysteries of indicator interplay, retirement income strategies, and how to evaluate who you can trust with your money.

0:00 - INTRO

0:19 - The Math Ain't Mathin' for 2026 Earnings Projections

4:57 - I Told You So

10:42 - Technical Analysis - Keep it Simple

14:04 - Adapt Your Technical Analysis to Your Time Frame

15:19 - Looking for a Trend - What is a Moving Average?

18:02 - What the MACD Tells Us - The Gap

22:18 - Measuring Relative Strength

24:16 - The Bitcoin Example

27:18 - Buyers and Sellers and Money Flows

30:41 - No One Size Fits All

32:09 - The Value of Diversified Portfolio Management

34:30 - The Fallacies of Diversification

37:40 - Retirement Doesn't Mean the Same for Everyone

44:37 - Organization of Withdrawal Strategies

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP

Produced by Brent Clanton, Executive Producer

-------

Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=9-K-d9bfV_o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=254s

-------

The latest installment of our new feature, Before the Bell, "S&P 500 Breaks 50-DMA: Don't Panic" is here:

https://www.youtube.com/watch?v=OZ4-aOC7VqQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

-------

REGISTER for our 2026 Economic Sumnmit, "The Future of Digital Assets, Artificial Intelligence, and Investing:"

https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator

-------

Our Previous Show, "Full Market Cycles: Why Bull Runs Always Meet Their Match," is here:

https://www.youtube.com/watch?v=l2P3Un4Mq_g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

Get more info & commentary:

https://realinvestm entadvice.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

--------

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--------

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#SP500 #50DayMovingAverage #StockMarketCorrection #PreMarket #Investing2025 #RetirementPlanning #TechnicalAnalysis #RSI #MACD #FinancialEducation

Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure all point to a simple truth:

Every bull market is only half the story. The other half is the bear. Lance's approach isn’t bullish or bearish. It’s risk-focused. Your job as an investor isn’t to predict the next crash—it’s to avoid catastrophic losses that erase years of gains during the completion of a full market cycle.

0:00 - INTRO

0:27 - Market Moves Will Hinge on Nvidia

4:18 - Markets' 3rd Test of 50-DMA

8:46 - Why Berkshire Lags the S&P

10:36 - Economic Acceleration Expectations for 2026

14:01 - Consumer Spending Drives Economic Growth

17:42 - Economic Consolidation is Underway

21:45 - Half of Expected Cap-Ex Spending Will Support Economic Activity

23:48 - Full market Cycles Encompass Bulls & Bears

28:20 - A History of Markets' Performance

29:58 - Market Cycles Have Rhythm - The Wycoff Cycles

31:52 - There is No Evidence of Imminent Crash

33:42 - Full market Cycle Analyses

35:22 - Navigating Markets Now

37:51 - Betting Against Buffett

40:59 - Market Dynamics Can Drive Bull Markets for a While

42:42 - Data Deluge & Comming Attractions

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO

Produced by Brent Clanton, Executive Producer

-------

Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=9-K-d9bfV_o&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=254s

-------

The latest installment of our new feature, Before the Bell, "Is a Market Top Forming?" is here:

https://www.youtube.com/watch?v=M9ZcmcDNCM8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

-------

Our Previous Show, "Open Enrollment Traps to Avoid This Year" is here:

https://www.youtube.com/watch?v=l2P3Un4Mq_g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

Get more info & commentary:

https://realinvestm entadvice.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

--------

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Connect with us on social:

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#StockMarket #Premarket #TechnicalAnalysis #NvidiaEarnings #InvestingNews #MarketCycles #InvestingStrategy #BearMarket #StockMarketAnalysis #Valuations

Open Enrollment season is here—and it’s one of the most overlooked financial opportunities employees have all year. In this episode, we break down the biggest mistakes people make when reviewing their employer benefits and how to approach your plan as if you were a brand-new hire.

Richard Rosso & Jonathan McCarty tackle the smart way to choose health insurance, whether young workers really need life insurance, and which “it’ll never happen to me” benefits can make or break your financial stability. We’ll also explore where employer benefits are heading in 2025—what companies are offering, what employees actually want, and how to make sure you’re getting the most value out of your compensation package.

Whether you're picking between an HSA or PPO, weighing disability coverage, or wondering if the “fun stuff” like wellness perks and lifestyle accounts are worth it—this guide helps you optimize your choices and avoid costly mistakes.

0:00 - INTRO

0:19 - Pennies are Going Away

5:02 - Open Enrollment Season is Here

7:40 - ADP Benefits Survey Results

13:04 - Understanding the Difference Between HSA vs FSA

17:40 - Retirement Savings Plans - Roth vs 401k

14:58 - Group Health Insurance vs ACA

21:40 - Mental Health Coverage

23:26 - Dental & Vision Coverage Options

27:13 - Don't Be Complacent

27:55 - On-site Facilities - Wellness & Day Care

29:57 - Disability Coverage - Max It Out

32:10 - Life Insurance Coverages

34:08 - How Kids Age Us

37:22 - Childcare Benefits

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP

Produced by Brent Clanton, Executive Producer

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Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=l2P3Un4Mq_g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

The latest installment of our new feature, Before the Bell, "Market Rotation Fueling New Highs," is here:

https://www.youtube.com/watch?v=jm-ZtvJ12Fk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

-------

Our Previous Show, "QE Is Coming: Why Fed Liquidity Now Runs the Entire Market," is here:

https://www.youtube.com/watch?v=-YZaHtreohI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=93s-------

Get more info & commentary:

https://realinvestm entadvice.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

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https://www.simplevisor.com/register-new

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Connect with us on social:

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#OpenEnrollment #EmployeeBenefits #FinancialPlanning #HealthInsurance #MoneyTalk

The scent of QE is back.

With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s clear: the liquidity cycle is turning again.

But the real question is why markets have become so dependent on the Fed in the first place.

Lance Roberts & Michael Lebowitz break down how the 2008 financial crisis fundamentally rewired market plumbing, sidelined private liquidity providers, and turned the Federal Reserve into the primary—and often the only—source of liquidity in the financial system.

0:00 - INTRO

0:20 - Government Shutdown Concludes - Deluge of Data to Follow

3:04 - Dow 48,000

9:43 - Will the Fed Cut Rates?

13:21 - Why the Rush to Cut Rates?

17:14 - What's Causing Turmoil at the Fed?

20:42 - What Changed w Bank Reserves?

24:31 - Capital Rules, Liquidity Rules, & Disincentives

26:20 - Breaking the Buck

28:45 - The Fed-led Liquidity Regime

30:32 - What Are the Drivers of Elevated Valuations?

34:10 - When the Government Spends Money...

37:42 - What Would Michael Do (if he was Fed Chairman)

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA

Produced by Brent Clanton, Executive Producer

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Articles Mentioned in Today's Show:

"QE Is Coming: The 2008 Roots Of Fed Dominance"

https://realinvestmentadvice.com/resources/blog/qe-is-coming-the-2008-roots-of-fed-dominance/

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Watch Today's Full Video on our YouTube Channel:

-------

The latest installment of our new feature, Before the Bell, "Market Rotation Fueling New Highs," is here:

https://www.youtube.com/watch?v=jm-ZtvJ12Fk&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

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Our Previous Show, "ow to Spend Without Regret: Strategies for Enjoying Retirement," is here:

https://www.youtube.com/watch?v=saML4wbTAtg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=47s

-------

Get more info & commentary:

https://realinvestm entadvice.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

--------

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https://www.simplevisor.com/register-new

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Connect with us on social:

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#StockMarket #MarketUpdate #TechnicalAnalysis #SectorRotation #TechStocks #Staples #Discretionary #Amazon #Tesla #Healthcare #Premarket #FederalReserve #QuantitativeEasing #MarketLiquidity #2008FinancialCrisis #InvestingInsights

Most retirement advice focuses on saving and not running out of money — but few talk about how to spend confidently once you’ve achieved financial independence.

Lance Roberts & Danny Ratliff show how to shift from saving mode to living mode without fear or guilt:

Why it’s okay to enjoy what you’ve earned

How to enjoy your wealth without overspending

The emotional side of leaving the “accumulation” mindset

Practical withdrawal and income strategies for peace of mind

0:19 - A Deluge of Data Coming

4:36 - Market Rotations and Maintaining Momentum

8:48 - Tariff Rebates & 50-Year Mortgages

15:43 - Spending in Retirement Without Regret

20:15 - What Will You Do in Retirement?

21:22 - Mrs. Roberts' Wiffleball Tournament

24:15 - What Will You Do with Your Time & Money?

26:24 - The Question of Longevity in Retirement

29:13 - It's Okay to Touch the Principle

32:43 - The Need for an Advocate

34:46 - Budgeting in Retirement

37:26 - What Do You Want to Do in Retirement?

40:01 - It's Okay to Spend Your Money

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP

Produced by Brent Clanton, Executive Producer

-------

Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=saML4wbTAtg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=47s

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The latest installment of our new feature, Before the Bell, "XLE Energizes Markets," is here:

https://www.youtube.com/watch?v=8dRFc_XWbPc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

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Our Previous Show, "Old-School Money Rules Our Kids Need to Hear," is here:

https://www.youtube.com/watch?v=MM5vwaXJyls&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s

-------

Get more info & commentary:

https://realinvestm entadvice.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

--------

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--------

Connect with us on social:

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#StockMarketToday #XLE #EnergyStocks #MarketRotation #InvestingStrategy #RetirementPlanning #FinancialFreedom #RetirementMindset #SpendSmart #WealthManagement

Generational money lessons never go out of style.

In this episode, we revisit Depression-era financial wisdom — simple, hard-earned truths that built resilient families and lasting wealth. From living below your means to marrying a saver and learning practical skills, these principles have guided generations through both prosperity and hardship.

We’ll share 12 timeless money lessons that can help today’s younger generation navigate debt, lifestyle inflation, and financial stress. These are the same habits that kept families afloat during the Great Depression — and they’re just as relevant in today’s high-cost, high-leverage economy.

If you want your kids to build true financial independence — not just wealth on paper — this episode is a must-watch.

0:19 - Will the Government Reopen?

2:45 - Buy-the-Dip Crowd Returns

7:14 - Veterans' Day Salute

8:16 - Email - Teaching Finance to Kids

10:43 - Be Frugal - Shoes & Cars

18:14 - Budget is not a four-letter Word

21:04 The $1,200 Mechanic

27:46 - Avoid Long Term Debt

22:51 - Marry a Saver - Pre-Marital Advice

32:04 - Buying a Home - Less is More

33:06 - Funding Hobbies & Balancing Priorities

35:09 - Investing for the Long Term

37:20 - Know What You Own

39:18 - Learn the Basics of Home Repairs & Cooking

42:51 - The Problem of Subscriptions

43:43 - Don't Try to Keep Up with the Jones

46:55 - Live Like the Millionaire Next Door

👉 Subscribe for weekly insights on investing, behavioral finance, and practical money management.

📍 More at RealInvestmentAdvice.com

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP

Produced by Brent Clanton, Executive Producer

-------

Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=MM5vwaXJyls&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=8s

-------

The latest installment of our new feature, Before the Bell, "Buy-the-Dip Is Back," is here:

https://www.youtube.com/watch?v=Kls3ejV3deU&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1

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Our Previous Show, "The Rocket Market: AI, Risk, and What Comes Next," is here:

https://www.youtube.com/watch?v=42moSAfvL10&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

-------

Get more info & commentary:

https://realinvestm entadvice.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

--------

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Connect with us on social:

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Markets have rocketed higher for six straight months — but how long can it last?

Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the forces driving this “Rocket of a Stock Market.” From AI euphoria and sector rotation to passive indexing risks and the Fed’s impact on valuations, we dig into what’s really happening under the surface.

0:18 - INTRO

2:50 - The Rocket of a Stock Market

5:37 - Market Volatility & Opportunity in AI

I7:14 - Interning During the Crash of '87

8:21 - Forward Earnings Expectations

9:35 - The Broadening in the Market - Energy, Materials, Consumer Staples

11:42 - Sector Rotation is a Real Thing - What if AI comes under pressure?

13:26 - Market Cap Concentration Concerns

16:02 - The Y2K Panic Buying pulling forward consumption - Similar in AI?

17:50 - Tracking Investor Sentiment (Bullish Sentiment chart)

20:36 - Tom DeMark Indicators - S&P and NASDAQ 100 PE Multiples (Chart)

23:03 - When S&P is Within 5% of ATH... (chart)

24:30 - Most-shorted Baskets (chart) - showing what speculators are buying

27:30 - Mag 7 daily & Weekly (chart)

31:35 - What Technicals Tell Us about Managing Risk

33:18 - Valuations at Elevated Levels: Apple & Nvidia (chart)

36:01 - Multiples that make no sense - Palantir & Tesla (chart)

36:55 - Waymo vs Tesla

39:15 - This Level of Concentration is New (chart)

41:23 - US Households are "All In" and Leveraged (chart)

42:40 - Leveraged ETF Data

43:56 - Short Term Options trading is Gambling (chart)

45:43 - % of Stocks About the 20, 50, & 200-DMA (chart)

49:18 - 6-straight months of market upside: When do you run out of buyers?

50:30 - Expectations for EOY? Bubbles don't deflate; they pop.

52:17 - 2026 will be difficult to continue strong momentum without a decent correction

52:44 - Where's the risk?

56:18 - Levered Obesity

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA

Produced by Brent Clanton, Executive Producer

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Watch Today's Full Video on our YouTube Channel:

https://www.youtube.com/watch?v=42moSAfvL10&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1

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