The Real Investment Show (Full Show)

By Lance Roberts

What's The Real Investment Show (Full Show) about?

Here reside the full, unadulterated audio files from the daily episodes of The Real Investment Show

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The Real Investment Show (Full Show) episodes:

04.25.2024
4-25-24 Lessons For Investors From The NFL Draft
Lance is Back! What is really happening in Commercial Real Estate: Getting distressed inventories off the books at deep discounts. Market performance recap: Nice bounce off the 100-DMA; PCE coming: What it means & why it's important.Economic strength is keeping...
04.24.2024
4-24-24 What Does Realistic Retirement Look Like?
Was Lance Roberts eaten by cannibals? (He will return tomorrow!) How Tesla fell out of the Magnificent Seven; Tesla's storage technology vs cheaper Chinese EV's & the future of EV's. The true environmental impact of building EV's. The RIA 8-Ball...
04.23.2024
4-23-24 Five Financial Mistakes To Avoid
Market Commentary: Are there more declines to come? What is the path forward for 5% Bonds? PCE and more earnings reports coming; How to crossover from accumulation to de-cumulation; topic teases: Keeping more of your inheritance; how to increase your...
04.22.2024
4-22-24 Powell Suggests “Higher For Longer”
After six days of market declines, is the Correction done? Election risk scenarios & market volatility; markets do not like uncertainty. PCE preview (the inflation gauge the Fed pays attention to). Markets break the 50-DMA, and are now sitting on...
04.19.2024
4-19-24 Did You Pay Your Fair Share of Taxes?
Markets respond to Israel attack on Iran; Procter & Gamble disappoints; markets are in a churning phase. Fed rate decisions & market behaviors. How much do you really need to survive in retirement (What's your number?) Managing expectations, spending habits,...
04.18.2024
4-18-24 Are We On Japan's Path To Stagnation?
Husband Appreciation Day, Mother's Day, cooling Middle East tensions; the is the Fed allowing the system to percolate? Inflation remains sticky. Markets in correction mode; what happens when the 50-DMA breaks? What to do when the market bounces. Is Fd...
04.17.2024
4-17-24 How To Screw Up Retirement In 12 Easy Steps
Market Recap, Jerome Powell on rate cuts and stickier inflation; commodities on the rise = inflation. The CRB Index correlation with W. Texas Crude; no rate cuts until Fall? Markets break the 50-DMA; might be time to trim and rebalance...
04.15.2024
4-15-24 Cracks Appear In The Market's Bullish Armor
Tax Day woes and audit fears; earnings season commences; What are companies saying? No corporate buybacks, removing major buyers of assets; pay attention to companies' guidance. Markets last week failed at 20-DMA, and tested 50-DMA as momentum slowed. Is not...
04.12.2024
4-12-24 How To Deal With Financial Stress
CFP testing results & commentary on professional credentialling; the importance of the Health/Wealth connection; the importance of continuing education (CE); a brief history of JP Morgan and "too big to fail." Inflation is permatory, not transitory. Profit margins are not...
04.11.2024
4-11-24 Is Inflation Too Hot To Handle
CPI Inflation clocks in hotter than expected, with more data to come; car insurance inflation is an out-of-the-blue surprise (unless you recently renewed your policy!) What does the Fed do next? Markets are pricing-in NO rate cuts in June...and maybe...
04.10.2024
4-10-24 Can Social Security Be Saved?
It's CPI Day (with m/m inflation clocking in with a .4% increase, and a y/y gain to 3.8%, hotter than expected). Sheila Jackson-Lee's science experiment; the NFIB Survey does not bode well for small businesses:Sentiment falls to a new low...
04.09.2024
4-9-24 Margin Debt Surges As Bulls Leverage Bets
Some are disappointed the eclipse did not herald the Rapture; markets are holding firm at 20-DMA. NFIB preview vs CEO Confidence; why small business' mood matters. Interest Rates in different states; no change in bullish market trend (why not to...
04.08.2024
Is The Inflation Scare Overblown
Eclipse-mania is out of control. Fed speakers confirm they'll cut rates, but in no rush to do so. Jobs numbers tantalize markets; the impact of immigration on employment. Boomers & Gen-Z plans to splurge on groceries in 2024. Markets takeout...
04.05.2024
Are You Really Ready For Tax Day (4/5/24)
Market and economic data preview: How to respond in current environment. The U.S. is still the best house in a bad neighborhood. Fed folks now saying it's possible to have no rate cuts this year. Are you really ready for...
04.04.2024
Is America Mirroring Japan's Lost Decade (4/4/24)
In this week's Fedapolooza, Fed spokespersons seem to be growing less hawkish about rates. Inflation is simply a function of supply & demand. There is a high correlation between GDP/CPI and interest rates. When inflation comes down, so will rates....
04.03.2024
Could Powell Eclipse Market Expectations (4/3/24)
The JOLTS survey rate continues to slow, coincident with a slowing economy; interestingly, retail hiring has dropped sharply, despite increased retail demand (another example of divergent indicators). The data might not be as strong as we think. The difference between...
04.02.2024
Market Corrections Matter More Than You Think (4/2/24)
Markets delivered a post-April Fool's drop, while manufacturing metrics moved back into the expansion zone. Markets have now dropped the chances of a June interest rate cut to 50%; markets continue to trade in a particular range. The April 15...
04.01.2024
What To Look For In Q1 Earnings (4/1/24)
PCE Inflation is weaker, yet consumer spending remains robust; the Atlanta Fed is forecasting 2.3% GDP for Q2. Is this period nirvana for the Fed? The Relative Strength Index is stuck at 70. Markets continue a low-volatility advance, seemingly...
03.28.2024
When Financial Conditions Butt Heads W Borrowing Conditions (3/28/24)
Consumer confidence for stock prices remains high, despite mixed econonic data. Asset prices are rising faster than earnings, as optimism is extremely elevated. Equal Weight Index is underperforming the S&P; Bond prices are improving. If Fed Chairman Jerome Powell doesn’t...
03.27.2024
Wall Street Wants To Save Your Retirement (3/27/24)
The Sentiment Index is hanging in, despite weakening regional surveys; economists see no recession in sight; bank reserves have been rising since October 2022. End of quarter rebalancing is generating some activity; after three-days of selling, market futures are positive...
03.26.2024
Do Technical Measures & Valuations Really Matter
Baltimore Harbor is closed following the collapse of the Francis Scott Key Bridge, hit by an out of control freighter. Weaker Regional Economic Surveys are in contrast to economists ratcheting-up growth expectations: No one is expecting a recession. Liquidity continues...
03.25.2024
Are Market Bubbles A Function Of Psychology (3/25/24)
Stop the re-makes of '80's movies (Roadhouse)! Markets are going into 5th straight month of gains, remaining over-bought and trading in a very narrowly-defined trend channel. Money going into cryptocurrency (Memecoin) is indicative of late-cycle market speculative mood. The Coffee...
03.22.2024
Beware The Risks In Medicare Advantage Plans 2024
What do the Three Stooges and the Fed's rate cut plans have in common? Risk appetites are on the rise with the Reddit IPO; what if inflation heats up and the Fed cannot cut rates? We're living in a government-driven...
03.21.2024
How Will The Fed Rate Announcement Affect You (3/21/24)
Markets respond to the Fed rate announcement, indicating at least three rate cuts this year, the first one coming as soon as June. Danny & Jonathan discuss Bond behaviors in the aftermath and investor response to the Fed rate announcement....
03.19.2024
The Fed's New Form Of QE (3/19/24)
There's a definite correlation between changes in stock buybacks and changes in market performance. With the closure of the stock buyback window by the blackout period, the effects will be interesting, especially with the prevailing attitudes in an over-extended market....
03.18.2024
The Bull Market Trend Is Showing Some Cracks (3/18/24)
During the week we were off for Spring Break, absolutely nothing changed: There is still no reason for the Fed to cut rates, and markets have finally re-aligned with the Fed's "Dot Plot." The share buyback blackout window is imposed...
03.08.2024
Holding Long-term Bonds, but not to Maturity (3/8/24)
Market Commentary: When will rate cuts hit? Biden's SOTU Address: Get ready for higher corporate taxes and an inflation fight. The Death of the 4% Rule? Not yet...the impact of lower interest rates on a viable distribution plan; how to...
03.07.2024
Liquidity Problems Are Closer Than You Think (3/7/24)
Earnings growth are a function of economic growth; the US Economiy is de-coupled from the rest of the world, which economy is poor. The danger of deficits (that are funding our economic growth); SOTU Preview: "The economy is great." Market...
03.06.2024
How Inflation Is Affecting The Economy (3/6/24)
Super Tuesday seems to have locked-up the next Presidential contest pairing; economic data is not so good, yet market exuberance continues. Fed speakers abound today ahead of the Fed's blackout period. A record-setting Yield Curve Inversion is underway, still without...
03.05.2024
Valuation Metrics Suggest Investor Caution (3/5/24)
Economic Data releases and Fed speeches today will resonate with a rising commentary of no rate cut(s) this year, thanks to sticky inflation. Target's earnings show the consumer is still spending; markets continue in 4-month advance, longest since 1970. Preceding...
03.04.2024
Warren Buffett's Cash Dilemma
Markets are entering the three strgonest months of the year; what if interest arwets aren't cut? February was unusually strong for a "weak" month; what happens during Presidential Election years? Looking at Volatility risk. Markets have been up for 16...
03.01.2024
How To Plan For Social Security Viability (3/1/24)
We're living in the "sticky zone" of inflation; the next shoe to drop will be in Regional Banking; the "Made in USA" tax credit proposal: giving money away to people again? Why 40-somethings don't like Dave Ramsey; how COVID changed...
02.29.2024
Are Buybacks Worth Paying Up For (2/29/24)
Stock buyback activity is on pace to reach new, all-time highs (and it's only the end of February!) One reason for the gap between large-cap companies and small- and mid-caps is bigger companies' ability to pour cash into buybacks. Will...
02.28.2024
11 Pearls Of Investing Wisdom From Warren Buffett (2/28/24)
Markets continue to trade sideways as the latest earnings season draws to a close. Stock buy-backs will continue for the next three weeks, and then halt in preparation for the NEXT round of earnings reporting. Warren Buffett on buy-backs: Need...
02.27.2024
This Is Nuts – An Entire Market Chasing One Stock
Preparing for this week's economic data releases; what the Fed looks at for Inflation; earnings season concludes with good beat-rate...on lowered expectations. Dow Theory theory and Amazon's joining the S&P 500: When does Nvidia enter the index? Analysts are raising...
02.26.2024
Small Cap Stocks May Be At Risk (2/26/24)
Stretching February to the absolute limit this week, as earnings season winds down. Next up: Economic activity metrics. Why are economists giving up on Recession, now evexcting 2% growth? The difference between what's ahppening in the economy and the stock...
02.23.2024
What To Do If You're Regretting Retirement (2/23/24)
Is Nvidia more than a market darling, and has it entered the "tulip stage?" (We don't know when the tulip will die.) How to invest with the maddening crowd without going mad. Candid Coffee preview (registration link is below!) Couples,...
02.22.2024
Are The Magnificent Seven In A Bubble
Has Nvidia become the world's most-valuable company? The S&P is aiming at more all-time highs, but can they hold? Fed minutes reveal no rush to cut rates. The disconnect with markets' expecting more cuts. Will the Fed reduce QT as...
02.21.2024
Will Nvidia Break The Market (2/21/24)
It's Nvidia earnings reporting day, and as tech companies have driven markets of late, the results, and the company's forward guidance, could have a huge effect. Earnings expectations are extremely high; risk of disappointment is high. The S&P is testing...
02.20.2024
Don't Fear The All - Time Highs (2/20/24)
There are "Dow Days" and "NASDAQ Days;" CPI inflation is still transitory; emerging influence of presidential election on Congress' ability to manage debt & spending, M-2 as % of GDP. There is little expectation for earnings growth this year. Markets...
02.16.2024
Should I Delay Social Security? (2/16/24)
The Fed is in no rush to lower rates, based on the latest economic data; we've gone from transitory to permatory inflation; rents are not going to fall, but rates are not going to go up. Fed Gov. Bostick: Rates...
02.15.2024
Is Toyota The Next Tesla (2/15/24)
The post-Valentine's Day afterglow; Markets are not behaving like it's February (typically a weaker month), so far. The NFIB Small Business Survey belies weaker conditions and negative sentiment; there is a correlation between the NFIB and Small Cap Index....
02.14.2024
CPI Came In A Little Hotter Than Hoped (2/14/24)
Valentine's Day Google searches; January CPI came in a little hotter than hoped, triggering market correction. How does this set up a buying opportunity for Bonds? The primary factor in CPI this time was in Homeowners' Equivalent Rent. A market...
02.13.2024
It's CPI Day! - the impact that gas prices may have (2/13/24)
(2/13/24) It's CPI Day (the Consumer Price Index increased .3% in January; on an annualized basis, CPI dropped from December 3.4% to 3.1% for January.) Actors, do not lie on your application (especially involving roller skates and the Super Bowl...
02.12.2024
Homes Are About to Get Less Affordable (2/12/24)
(2/12/24) Markets reached the magical 5,000 mark on Friday, and momentum will continue to carry investors forward, but for only so long; how we're preparing for the eventual pullback. A correction of between 2% and 5%, and up to 10%...
02.09.2024
How Your Social Security is Taxed (2/9/24)
(2/9/24) Rich & Danny prepare for today's market action & economic releases; the notion that markets believe the Fed should lower rates is un-believable. Labor and unit costs will ultimately be the determining factor. Tesla is dropped from the Magnificent-7,...
02.08.2024
Why the 2020's Aren't the 1970's (2/8/24)
(2/8/24) Fair warning, fellas: Valentine's Day is one week away; Lance's annual safety PSA. What do all the numbers and charts really mean about the economy? Financial Obligation Ratio's look great for the upper 10%, but for the rest of...
02.07.2024
The Smartest Money Move You Can Make Right Now? (2/7/24)
(2/7/24) Early morning coffee snafus: That's no way to start the day. Headline economic data is not comporting with on-the-ground reality: Credit Card and Auto Loan delinquencies are on the rise because borrowers are out of money; there's been a...
02.06.2024
The Bull Run Continues: S&P 5000? (2/6/24)
(2/6/24) Market Behavior in a Presidential Cycle: Markets are positioning for a GOP win in November; Jerome Powell is now more inclined to NOT cut rates any time soon. Markets now need a narrative to support their current thesis, but...
02.05.2024
Why Stocks are a Popular Hedge for Future Retirees (2/5/24)
(2/5/24) Getting February underway with an "amazing" Employment Report (with seasonal adjustments!) Full Employment is trending downward; where did 4-million people go?? Interest Rate cuts have been pushed farther out in the year. Markets don't care about economic reports' details....

What's The Real Investment Show (Full Show) about?

Download our free app to listen on your phone

The Real Investment Show (Full Show) episodes:

4-25-24 Lessons For Investors From The NFL Draft

4-24-24 What Does Realistic Retirement Look Like?

4-23-24 Five Financial Mistakes To Avoid

4-22-24 Powell Suggests “Higher For Longer”

4-19-24 Did You Pay Your Fair Share of Taxes?

4-18-24 Are We On Japan's Path To Stagnation?

4-17-24 How To Screw Up Retirement In 12 Easy Steps

4-15-24 Cracks Appear In The Market's Bullish Armor

4-12-24 How To Deal With Financial Stress

4-11-24 Is Inflation Too Hot To Handle

4-10-24 Can Social Security Be Saved?

4-9-24 Margin Debt Surges As Bulls Leverage Bets

Is The Inflation Scare Overblown

Are You Really Ready For Tax Day (4/5/24)

Is America Mirroring Japan's Lost Decade (4/4/24)

Could Powell Eclipse Market Expectations (4/3/24)

Market Corrections Matter More Than You Think (4/2/24)

What To Look For In Q1 Earnings (4/1/24)

When Financial Conditions Butt Heads W Borrowing Conditions (3/28/24)

Wall Street Wants To Save Your Retirement (3/27/24)

Do Technical Measures & Valuations Really Matter

Are Market Bubbles A Function Of Psychology (3/25/24)

Beware The Risks In Medicare Advantage Plans 2024

How Will The Fed Rate Announcement Affect You (3/21/24)

The Fed's New Form Of QE (3/19/24)

The Bull Market Trend Is Showing Some Cracks (3/18/24)

Holding Long-term Bonds, but not to Maturity (3/8/24)

Liquidity Problems Are Closer Than You Think (3/7/24)

How Inflation Is Affecting The Economy (3/6/24)

Valuation Metrics Suggest Investor Caution (3/5/24)

Warren Buffett's Cash Dilemma

How To Plan For Social Security Viability (3/1/24)

Are Buybacks Worth Paying Up For (2/29/24)

11 Pearls Of Investing Wisdom From Warren Buffett (2/28/24)

This Is Nuts – An Entire Market Chasing One Stock

Small Cap Stocks May Be At Risk (2/26/24)

What To Do If You're Regretting Retirement (2/23/24)

Are The Magnificent Seven In A Bubble

Will Nvidia Break The Market (2/21/24)

Don't Fear The All - Time Highs (2/20/24)

Should I Delay Social Security? (2/16/24)

Is Toyota The Next Tesla (2/15/24)

CPI Came In A Little Hotter Than Hoped (2/14/24)

It's CPI Day! - the impact that gas prices may have (2/13/24)

Homes Are About to Get Less Affordable (2/12/24)

How Your Social Security is Taxed (2/9/24)

Why the 2020's Aren't the 1970's (2/8/24)

The Smartest Money Move You Can Make Right Now? (2/7/24)

The Bull Run Continues: S&P 5000? (2/6/24)

Why Stocks are a Popular Hedge for Future Retirees (2/5/24)