The Real Investment Show (Full Show)

By Lance RobertsNews

The Real Investment Show (Full Show) episodes

November 03 11-3-26 Election Jitters & Retirement Risks
With midterm election uncertainty rattling investor confidence, could stock market volatility threaten your retirement savings? And are Americans financially prepared for what comes next?
Lance Roberts & Jon Penn examine how midterm elections have historically influenced stock market performance, what investors should expect from election-related volatility, and why political uncertainty may be particularly concerning for retirees and those approaching retirement.
Key topics include:
0:00 - INTRO
0:56 - Markets' Mid-term Election Jitters
4:28 - ISM Manufacturing - Super Strong
5:51 - SimpleVisor Fear-Greed Index vs CNN's
7:01 - Rotating from Value to Growth
10:08 - Lance's Halloween Recap
13:17 - Hedge Funds are De-grossing like crazy ahead of midterms (contrarian indicator)
16:14 - Investors prefer Congressional Gridlock - no time for knee jerk reactions
18:17 - Candy Preferences
20:07 - Financial Planning in the face of Midterm Uncertainty (40% Have no Plan)
- Taking Advantage of Rule of 55 in Retirement
21:35 - Planning for Forward Rates of Return in Retirement
25:48 - Rate of Return Targeting
28:34 - What Can Make or Break Financial Plans
30:31 - Having a Purpose in Retirement (get him out of the house)
34:01 - How to Estimate for Higher Costs of Healthcare in Retirement (chat comments)
34:53 - Planning for Aging in Place (Carescout.com)
36:23 - Trends in Assisted Living
39:03 - Stress-testing Your Retirement Plan
40:50 - What's Your Number?
42:28 - Making Your Plan Work
44:05 - The Problem w Assisted living facilities: "Old" People (moat)
====
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
-------
Check out our new & improved version of SimpleVisor:
https://simplevisor.ai/
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
-------
Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/6PDk4uwifK8
--------
Watch our previous show, "Is Big Tech Ready for a Comeback?"
https://youtube.com/live/yMbcV2qCqMk
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Watch Today's "Before the Bell" report, "Is Growth Ready for a Comeback? "
https://youtu.be/tDgO1dreRW4
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* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"Above-Average Returns: Why The Next Decade Differs"
https://realinvestmentadvice.com/resources/blog/above-average-returns-why-the-next-decade-differs/
"Real Wages 2026: Why Consumer Stocks Feel It First"
https://realinvestmentadvice.com/resources/blog/real-wages-are-shrinking-again-watch-consumer-earnings/
"Growth vs Value Hit An Extreme As AI Spending Broke Big Tech"
https://realinvestmentadvice.com/resources/blog/value-had-its-run-the-rotation-back-to-growth-is-setting-up/
CareScout planning site: https://www.carescout.com/
--------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
---
Subscribe to SimpleVisor :
https://www.simplevisor.com/register-new
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Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#StockMarketOutlook #GrowthStocks #TechnologyStocks #SectorRotation #InvestingStrategy #SP500 #MarketOutlook #CreditSpreads #StockMarketRally #ValueInvesting #BigTech #AIStocks
47 min
November 02 11-2-26 Is Big Tech Ready for a Comeback?
Is Big Tech preparing for a comeback after October's sharp selloff? Could a rotation from value stocks back into technology and growth stocks fuel a year-end market rally?
Lance Roberts examines the growing opportunity in technology stocks following a significant shift from growth to value investing. With technology shares down sharply, energy and defensive sectors increasingly overbought, and year-end portfolio rebalancing approaching, the conditions for another market rotation may be developing.
Key topics include:
0:00 - INTRO
1:00 - Happy Birthday (23) to Son; Earnings Season Marches On
1:47 - Waiting for Mid Term Elections to Finish - Markets Looking for Potential Changes to Policy;
3:23 - Markets Hoping for Gridlock in Congress
5:07 - Markets Sold off Friday w partial recovery; several layers of resistance
5:53 - Still Stuck in Consolidation Range - Gone Nowhere Since June
7:36 - Chart Change: Credit Spreads Most Important in Knowing Market Direction
8:55 - Not a Lot of Credit Risk in Markets Presently
10:59 - Coffee, Kolaches, & Pumpkin Stuff; Go Vote!
13:03 - Growth to Value Factors are a Changin'
14:56 - Growth Lost 12% to Value (chart)
15:46 - Looking Ahead to Post-election Market Action
18:18 - Energy is Still the Biggest Stretch (chart)
19:39 - Growth vs Value Turn Checklist (chart)
22:27 - What We Continue to Recommend (chart)
25:47 - Real Wages 2026: Why Consumer Stocks Feel it First
27:58 - Paychecks Beat Core, Gas Beats Paychecks (chart)
28:54 - The Paycheck Squeeze (chart)
31:37 - The Fed's Policy Mistake
33:33- Where the Last 16-years of Return Came From (chart)
35:49 - Zero Interest Rates are Abnormal, not Healthy for Economy (and why we like them)
37:20 - Expensive Markets Have Paid Off Only Once (chart)
40:13 - TINA is Over: Forward Returns will be lower
The central question: Is the recent technology selloff creating a new buying opportunity, or should investors prepare for lower returns and greater market volatility?
====
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO,
Produced by Brent Clanton, Executive Producer
-------
Check out our new & improved version of SimpleVisor:
https://simplevisor.ai/
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
-------
Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/yMbcV2qCqMk
--------
Watch our previous show, "Smart Tax Strategies for Year-End Charitable Giving"
https://youtube.com/live/SZDWPu77aQc
-------
Watch Today's "Before the Bell" report, "Oversold and Ready to Rally?"
https://youtu.be/bumAWqoOfKo
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"Above-Average Returns: Why The Next Decade Differs"
https://realinvestmentadvice.com/resources/blog/above-average-returns-why-the-next-decade-differs/
"Real Wages 2026: Why Consumer Stocks Feel It First"
https://realinvestmentadvice.com/resources/blog/real-wages-are-shrinking-again-watch-consumer-earnings/
"Growth vs Value Hit An Extreme As AI Spending Broke Big Tech"
https://realinvestmentadvice.com/resources/blog/value-had-its-run-the-rotation-back-to-growth-is-setting-up/
--------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
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 #SP500 #MarketOutlook #CreditSpreads #StockMarketRally #GrowthStocks #ValueInvesting #BigTech #AIStocks
44 min
October 30 10-30-26 Smart Tax Strategies for Year-End Charitable Giving
Halloween candy, Christmas shopping, and year-end tax planning collide in this episode of Financial Fitness Friday, as the conversation turns from candy corn and holiday traditions to charitable giving strategies that could you reduce your tax burden.
With changes under the One Big Beautiful Bill (OBBB), understanding charitable contribution deductions, itemizing versus taking the standard deduction, and qualified charitable distributions (QCDs) is increasingly important for taxpayers planning their year-end finances.
The discussion explores how donor-advised funds can help families make charitable contributions today while distributing donations to their favorite organizations in future years. Richard Rosso & Jonathan McCarty also examine how bunching charitable contributions into a single tax year may create additional tax advantages, particularly for households navigating retirement, longevity risks, and changing tax rules.
Along the way, there's plenty of Halloween humor, including the origins of candy corn, half-price holiday candy, Reese's controversies, Russell Stover chocolates, Carl Icahn's charitable support for dogs, aging stereotypes, and even a few jokes about Brent's Mazda Miata.
Whether you're approaching retirement, managing your family's charitable legacy, or simply looking for smarter ways to give, discover how thoughtful charitable planning can support the causes you care about while potentially improving your tax efficiency.
0:00 - INTRO
0:19 - Getting Ready for Halloween...and Christmas; half-price candy
2:06 - The Origins of Candy Corn
3:56 - Charitable Giving under OBBB
7:24 - Itemizing - Credits vs Deductions
10:32 - Qualified Charitable Contributions (QCD)
13:07 - Strategies for Charitable Giving at the End of the Year
14:24 - Old People Portrayals
16:22 - Longevity Risks & QCD's
17:40 - Making Fun of Miata's
20:15 - Coming Up With a Charitable Structure that Works for Your Family
22:06 - Donor-advised Funds today for giving later
26:24 - Halloween on a Saturday/Reese's Lawsuit
28:55 - Working for Russell Stover's
31:23 - Stacking the Itemizing in One Year
====
Hosted by RIA Advisors' Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/mUo403CZ9V4
--------
Watch our previous show, "No Fed Rate Hike...for now."
https://youtube.com/live/SZDWPu77aQc
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
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:
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#CharitableGiving #TaxPlanning #DonorAdvisedFunds #RetirementPlanning #YearEndTaxPlanning
36 min
October 29 10-29-26 No Fed Rate Hike...for now
The Federal Reserve held interest rates steady in October despite hotter inflation and two dissenting policymakers. Is another rate hike coming in December, and could the Fed's inflation fight threaten economic growth?
Lance Roberts and Michael Lebowitz examine whether the Fed is making a policy mistake by raising borrowing costs to combat oil-driven inflation, potentially weakening consumer spending and an already fragile labor market.
Meanwhile, Microsoft and Google earnings highlight growing concerns about AI spending, corporate cash flow, and technology stock valuations. Lance and Michael also discuss the rotation between growth and value stocks, weakness beneath the S&P 500's surface, and whether market consolidation could lead to a year-end rally or another correction.
The big question: Is the Fed controlling inflation or creating greater risks for investors and the economy heading into 2027?
0:00 - INTRO
0:56 - GDP, PCE, and What the Fed's Watching
2:50 - Is Cap-ex spending Contributing to Inflation?
4:47 - Earnings: Microsoft & Google, two different stories
7:41 - Looking for Opportunities - Where's the Bottom?
9:13 - The Microsoft Story - A Better Trim
11:37 - Event Tease
12:52 - Coffee on Weekends
13:55 - Fed Meeting Result: Rather Boring
14:46 - Kevin Warsh's Strategy Comments
17:37 - The Fed Whisperer is Back
18:38 - Always Looking for More Data...
20:27- Hiking Rates into Oil Price Spike
23:15 - Stagnant Job Market & Inflation Ex-Oil
25:21 - The Chip Production/Demand Puzzle
26:32 - Earnings Review: Microsoft vs Google
28:36 - Traditional Internet Ad Revenue & AI
29:15 - Traditional Google vs Gemini
31:35 - Competition for best AI platform
32:46 - Michael's Ribs
33:30 - El i Lilly & Amazon & S&P 500: Earnings Season Outlook
37:48 - Mid-Term Elections: What was the market expecting?
39:09 - Value/Growth Rotation: Is it about to turn?
43:23 - The Stealth Bear Market
45:20 - Two Ways for Market to Get Back to 200-DMA
47:19 - Event Tease*
====
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
-------
Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/SZDWPu77aQc
--------
Watch our previous show, "Q&A Wednesday: What's the Next Move?"
https://youtube.com/live/mUo403CZ9V4
-------
Watch Today's "Before the Bell" report, "Google Sells Off: Buy Now or Wait?"
https://youtu.be/a9_ZPPeUlZg
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"The Fed Risks Policy Error Fighting Oil Prices"
https://realinvestmentadvice.com/resources/blog/the-fed-risks-policy-error-fighting-oil-prices/
"A Stealth Bear Market Hides Beneath A Flat S&P 500"
https://realinvestmentadvice.com/resources/blog/a-stealth-bear-market-hides-beneath-a-flat-sp-500/
--------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
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/
#GOOGL #MSFT #StockMarket #EarningsSeason #PortfolioManagement
#FederalReserve #InterestRates #Inflation #FedPolicy
49 min
October 28 10-28-26 Q&A Wednesday - What's the Next Move
Will the Federal Reserve's next interest rate decision trigger a stock market rally or another selloff? With the S&P 500 testing key technical levels, major technology earnings approaching, and the midterm elections on the horizon, investors face important decisions heading into November.
Lance Roberts and Danny Ratliff of RIA Advisors answer viewer questions about the stock market outlook, Federal Reserve monetary policy, inflation, portfolio risk management, and retirement planning.
The discussion begins with the Fed's inflation dilemma. Rising oil prices continue to pressure consumer costs, while artificial intelligence infrastructure spending and capital investment contribute to economic growth. Could another interest rate hike become a Federal Reserve policy mistake?
Lance also examines the S&P 500's ongoing consolidation, improving market momentum, and the potential rotation from value stocks back into technology and growth stocks. With November and December historically favorable for equities, could investors see a year-end rally despite election uncertainty and lingering market risks?
Additional topics include:
0:00 - INTRO
0:56 - Will the Fed Hike Rates?
4:58 - Markets Rally Above 50-DMA
9:33 - Event Tease*
11:18 - NASDAQ Coffee Better than NYSE vs Y'all Street
11:44 - GM's Move to NASDAQ?
14:11 - Allocation Rule of Thumb
15:31 - Banks' Seizing Deposits: Investment Firms, too? (Proprietary Products)
16:28 - Potential Market Reaction to Democratic Sweep?
19:20 - Heat Map for Futures?
20:49 - Diesel Deal with Venezuela?
21:25 - Truflation: Supply Shock or Inflation Trend? (no)
23:10 - S&P 500 Dip prior to Midterms
23:38 - Fixing the Housing Market w Present Restrictions? (chart)
29:42 - How We Buy Stuff now (My Dad was a drug dealer)
32:34 - Impact of Tokenization on the Stock Market?
33:54 - Treasury Refunding Announcement (11/4)?
34:38 - Bear / Bull Markets' Opening Behaviors
====
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 Full Video on our YouTube Channel:
https://youtube.com/live/mUo403CZ9V4
--------
Watch our previous show, "Is Wall Street Selling You the AI Bubble?"
https://youtube.com/live/DvHXoL3UTns
-------
Watch Today's "Before the Bell" report, "Fed Decision: Will Markets Rally?"
https://youtu.be/j_Kb9NBZyw0
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"Hedge Funds Sell, Retail Buys: Whose The Smart Money?"
https://realinvestmentadvice.com/resources/blog/hedge-funds-sell-retail-buys-whose-the-smart-money/
"Griffin May Be Right About AI. The Timing Could Be Very Wrong."
https://realinvestmentadvice.com/resources/blog/griffin-may-be-right-about-ai-the-timing-could-be-very-wrong/
--------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
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/
#FederalReserve #StockMarket #InterestRates #SP500 #MarketOutlook #StockMarket #Inflation
38 min
October 27 10-27-26 Is Wall Street Selling You the AI Bubble?
Wall Street is cashing in on the artificial intelligence boom, launching a wave of thematic ETFs targeting AI, robotics, cybersecurity, and emerging technologies. But are investors buying the next great opportunity, or chasing another speculative market bubble?
Lance Roberts & Jon Penn examine whether the AI investment boom represents sustainable growth or another case of Wall Street capitalizing on investor enthusiasm.
Are AI ETFs a smart way to capture long-term innovation, or are investors paying premium prices for opportunities that may already be priced into the market?
The bigger question: By the time Wall Street creates an ETF around the hottest investment trend, is it already too late to profit?
Discover what the thematic ETF boom could mean for your portfolio, diversification, and long-term investment strategy.
0:00 - INTRO
0:53 - Earnings Season Continues & X Announcement
1:35 - Big Reports & Fed Meeting tomorrow - no hike expected
3:11 - Market Bounced off Support @ 100-DMA- Futures pointing higher
5:50 - Watch Seasonality Trend - Markets are a bit more negative now
6:39 - Value/Growth Rotation May Flip
8:51 - Event - Microsoft Buyouts
11:19 - Fatigue & Sleeplessness
12:25 - The Push for Leveraged ETF's
13:15 - Ownership of US Corporate Equity Market (chart)
16:25 - "Sloth" of EFT's (poop)
17:23 - Using Leverage to Purchase Leveraged ETF's: Margin Rates
19:05 - Leveraged ETF's since June 2026 (chart)
20:14 - Leverage is Fuel
23:37 - AI Bubble & Risk Management
27:24 - What a V alid Prediction Needs (What, When, Where)
29:46 - Importance of Cash Cushion When Markets are on Sale
31:51 - Nvidia/Meta $3B deal, Anthropic S-1 (ANT) IPO (charts)
35:09 - Why We Won't Buy Anthropic IPO
35:54 - Wait & See...
37:53 - Two-day Old Coffee, Iced Coffee, & Cheat Days
40:59 - Budgeting by Younger Generations & Savings Rates
46:05 - Size of New Homes is Shrinking (chart)
48:01 - The Cash for Clunkers Catastrophe
49:20 - The Consequences of Zero Interest Rates
====
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
-------
Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/DvHXoL3UTns
--------
Watch our previous show, "Stock-Bond Correlation: Oil Broke The Hedge. Oil Will Fix It."
https://youtube.com/live/ha68zQH7sUc
-------
Watch Today's "Before the Bell" report, "Will Stocks Rally Into Year-End?"
https://youtu.be/RNzYQSRhZQM
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"Hedge Funds Sell, Retail Buys: Whose The Smart Money?"
https://realinvestmentadvice.com/resources/blog/hedge-funds-sell-retail-buys-whose-the-smart-money/
"Griffin May Be Right About AI. The Timing Could Be Very Wrong."
https://realinvestmentadvice.com/resources/blog/griffin-may-be-right-about-ai-the-timing-could-be-very-wrong/
--------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
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/
#SP500 #StockMarket #MarketAnalysis #TreasuryYields #SectorRotation #ArtificialIntelligence #AIBubble #ETFs #Investing
52 min
October 26 10-26-26 Stock-Bond Correlation Oil Broke The Hedge, Oil Will Fix It
Lance Roberts examines how rising oil prices, inflation, and Federal Reserve policy disrupted the historical relationship between stocks and bonds—and why those same forces could eventually restore bonds' protective role.
As energy prices fuel inflation and economic growth slows, could Treasury bonds become a safe haven again? We discuss stock-bond correlations, Treasury yields, portfolio diversification, and what investors should watch as they manage market risk heading into 2027.
Can oil fix the very investment hedge it helped break?
0:00 - INTRO
0:54 - 44% of S&P Report Earnings this week; guidance increased
3:32 - More Volatility Coming - don't over react
5:22 - Is the Worst of October Behind us?
6:13 - Markets Sell Off, Futures pointing Higher from Bottom of Consolidation Range
7:20 - Decent Downside Worth Paying Attention To
9:03 - Real Estate Rotation
9:32 - 10-Yr Treasury Yield Correction to Below 50-DMA (TLT)
12:17 - Tax Loss Selling & Dumb Investments
17:33 - Stock-Bond Correlation - Swapping Safe Assets for Risk Assets
21:20 - Bonds Hedges Stocks Until Inflation Showed UP (chart)
22:28 - Oil Broke the Hedge (chart)
25:40 - Supply Shock vs Growth Shock (chart)
25:53 - It is Psychology the Fixes Supply Shocks - Ex.: Toilet Paper
28:40 - Growth Shocks are Function of Over all Economy
29:16 - All Bonds are a Risk Free Asset
32:00 - What to do: Action, Where, Why (chart)
35:14 - Ken Griffin: Almost Certainly in an AI Bubble?
36:43 - Larry Fink: AI is Transformational
38:53 - Anthropic: The Bill vs the Revenue (chart)
40:00 - Anthropic Outsells Coca Cola (chart)
41:11 - Free Cash Flow Air Pocket (chart)
43:55 - Average Stock is Being left Behind (chart)
44:48 - Valuations are a Terrible Timing Tool (Chart)
48:07 - Irrational Exuberance: Right, but 4-years Early (chart)
50:23 - 8 Rules for Participating with the Bubble (chart)
54:42 - Adoptions of Past Technologies (chart)
====
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
-------
Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/ha68zQH7sUc
--------
Watch Today's "Before the Bell" report, "S&P 500 Tests Critical Support"
https://youtu.be/3wiEuZgLOVM
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"Stock-Bond Correlation: Oil Broke The Hedge. Oil Will Fix It."
https://realinvestmentadvice.com/resources/blog/stock-bond-correlation-oil-broke-the-hedge-oil-will-fix-it/
"Griffin May Be Right About AI. The Timing Could Be Very Wrong."
https://realinvestmentadvice.com/resources/blog/griffin-may-be-right-about-ai-the-timing-could-be-very-wrong/
"Spotting Market Bubbles: Why History Says It’s Nearly Impossible"
https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/
--------
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/
#SP500 #StockMarket #MarketAnalysis #TreasuryYields #SectorRotation #BondMarket #Inflation #PortfolioDiversification #FederalReserve
58 min
October 23 10-23-26 Medicare Open Enrollment - Avoid Costly Mistakes
Medicare Open Enrollment is here, but are you making the right choices for your retirement healthcare coverage? From Medicare Advantage and Medigap Plan G to prescription drug coverage and high-deductible health plans, understanding your options could help you avoid costly mistakes.
Richard Rosso & Jonathan McCarty break down the differences between Medicare Supplement policies, issue-age versus attained-age pricing, Medicare Advantage networks, and Part D prescription drug plans. We also discuss why reviewing your Annual Notice of Change matters, how to choose a Medicare broker, and when leaving your Health Savings Account (HSA) untouched could benefit your long-term retirement strategy.
Plus, Halloween candy prices are up 8% year over year, we're preparing for Halloween with candy corn martinis and animatronics, and Grand Theft Auto 6 raises questions about workplace productivity. We'll also touch on Function Health testing, Little Debbie cakes, and the rising cost of seasonal celebrations.
0:00 - INTRO
0:19 - Prepping for Halloween & Candy Corn Martini
3:44 - The Price of Halloween Candy up 8% YOY
6:37 - Dressing Up for Halloween & Animatronics
8:53 - Grand Theft Auto 6 lost productivity
11:14 - Annual Medicare Enrollment Season - Medigap plans
14:11 - Issue Aged vs Attained Age Plans
15:24 - Shopping Medigap Policies (Plan-G)
18:15 - When Not Touching Your HSA Pays Off
19:44 - Switching to High-deductible Plans
21:53 - More Halloween Candy & Little Debbie Cakes
23:08 - Consideration of Function Health Testing
27:20 - What About Medicare Advantage?
28:58 - Verify your doctor/hospital system
29:53 - What is "margin repair?"
32:10 - Part-D Drug Coverage - The Biggest Challenge
34:06 - Taking a Look at the Other Medicare Letters - too many choices
36:55 - The Medicare Rights Center guide
39:13 - The Annual Notice of Change
42:00 - Choosing a Medicare Broker
====
Hosted by RIA Advisors' w Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
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Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/I6dc8PdOYN8?feature=share
--------
Watch our previous show, "The Fed Is Making a Mistake,"
https://youtube.com/live/Pun9DDwpOOw
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
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Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
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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#MedicareOpenEnrollment #MedicareAdvantage #Medigap #RetirementPlanning #HealthSavingsAccount
45 min
October 22 10-22-26 The Fed Is Making a Mistake
Is the Federal Reserve getting monetary policy wrong? The bond market may be sending a warning that the Fed is ignoring. With inflation, interest rates, and economic growth sending conflicting signals, the risk of a costly Federal Reserve policy mistake is growing.
Lance Roberts & Michael Lebowitz examine whether the Fed is misreading the economy, keeping interest rates restrictive for too long, or risking another inflationary surge by easing too soon. What are Treasury yields and the bond market telling us about the Fed's next move? And what could a monetary policy mistake mean for stocks, bonds, retirement portfolios, and your investments?
0:00 - INTRO
0:54 - Markets Point downward, post-Meta Report
4:10 - There's Narratives...and then there's Reality
5:38 - Markets don't need to crash to fix over-valuations
8:47 - Markets Rally back above 20- & 50-DMA
9:39 - Consolidation does same work as a Market Decline
11:06 - Patience Pays
13:41 - Meta Earnings Beat on Every Metric
14:56 - What "cash flow negative" really means
16:52 - When Companies Buy Back Stock w Free Cash Flow
19:02 - We Can't Live Without the Internet...or AI
20:22 - The Meta Stock Split Explained
23:23 - Are Interest Rates Now Impacting Businesses?
25:34 - The Fed is Fighting Oil, not Inflation
28:11 - What the Fed Did in 2020-22
32:40 - Warsh's less-communication Policy
33:46 - The Fed's Irony
35:05 - Why is the Fed Talking About Raising Rates? (Oil)
37:10 - The Bullish Benefit of a Fed Mistake
38:38 - The Small Cap Story
40:19 - "End the Fed?"
====
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/Pun9DDwpOOw
--------
Watch our previous show, "Q&A Wednesday: Your Market Questions Answered"
https://youtube.com/live/orve3fortqo
-------
Watch Today's "Before the Bell" report, "Is the Market Ready for a Big Move?"
https://youtu.be/DUIKUWaIgK0
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"Are Bonds Pricing In A Fed Policy Mistake?"
https://realinvestmentadvice.com/resources/blog/are-bonds-pricing-in-a-fed-policy-mistake/
"Why Small Caps Have Recently Traded Like A Bond Proxy"
https://realinvestmentadvice.com/resources/blog/why-small-caps-have-recently-traded-like-a-bond-proxy/
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Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
---
Subscribe to SimpleVisor :
https://www.simplevisor.com/register-new
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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 #SP500 #MarketOutlook #EarningsSeason #InvestingStrategy #FederalReserve #InterestRates #BondMarket #FedPolicy #Oil
44 min
October 21 10-21-26 Q&A Wednesday - Your Market Questions Answered
Are stocks headed for a year-end rally, or is the AI investment boom creating new risks for investors?
Today, we examine improving stock market breadth, the S&P 500's ongoing consolidation, and the outlook for a potential Santa Claus rally. We discuss whether artificial intelligence stocks are in a bubble, what constitutes an attractive valuation for Nvidia (NVDA), and the risks surrounding CoreWeave, Anthropic's delayed IPO, and growing AI data center infrastructure investments.
We also explore the outlook for energy stocks (XLE), rising electricity demand from AI data centers, international investing risks, and whether it's time to reduce overseas exposure. Plus, recommended investing books, the role of optimism in long-term investment success, GE's transformation, and a preview of SimpleVisor AI.
With market leadership broadening and seasonal trends approaching, we consider what investors should watch as 2026 draws to a close.
0:00 - INTRO
0:53 - Technical Difficulties (Why we're late this morning)
1:49 - Space-X Report - Better Than Expected
3:39 - Overall Market Looks Pretty Good
3:58 - Sneak Peak: SimpleVisor AI
5:32 - Market Breadth Improves
6:34 - Consolidation Continues
9:42 - Which Books on Investing Are Recommended?
16:01 - Danny is out hunting
16:23 - Are we in an AI Bubble?
22:10 - What is RIA? SimpleVisor.com explainer
24:14 - What Would be an Attractive PE for Accumulating Nvidia (charts)
30:57 - It is Time to Scale-back on International Exposure (France, Iran, etc.)
33:28 - Optimists Do Better than Pessimists
33:39 - Is the Delayed Anthropic IPO a Red Flag? (What is an IPO?)
36:16 - Will XLE Correct to the Downside?
38:09 - Power Needs of Data Centers & Profitability (The Infrastructure Play)
41:25 - What is the Negative Risk if Nvidia buys CoreWeave?
43:52 - What Happened to GE?
44:52 - Is RIA Planning for a Santa Claus Rally? (How the seasonal cycle works)
====
Hosted by RIA Advisors' Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
-------
Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/orve3fortqo
--------
Watch our previous show, "Is AI Killing Diversification?"
https://youtube.com/live/uYJNuJ0C-yU?feature=share
-------
Watch Today's "Before the Bell" report, "Markets Brace for a Breakout,"
https://youtu.be/VE1Unee3hAE
-------
* REGISTER for our next in-person event, "Retirement Blueprint: 12 Steps to a Financially Savvy & Secure Retirement," Saturday, November 7:
https://realinvestmentadvice.com/resources/events/
-------
Articles Mentioned in Today's Show:
"Spotting Market Bubbles: Why History Says It’s Nearly Impossible"
https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/
"Speculative Bull Runs And The Value Of A Bearish Tilt"
https://realinvestmentadvice.com/resources/blog/speculative-bull-runs-and-the-value-of-a-bearish-tilt/
-------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
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 #SP500 #MarketBreakout #TechnicalAnalysis #MarketOutlook
#PortfolioDiversification #ArtificialIntelligence #RiskManagement #InvestingStrategies
50 min