The Real Investment Show Podcast

(2/14/22) Markets sold off ahead of the weekend as Russia dominated the headlines, and concerns over an invasion of Ukraine weighed on sentiment. But this morning, progress towards talks between the two countries is already underway. No one really wants a war, and it's in everyone's best interests to resolve the impasse. Markets' reflexive rally was the result of selling-off, triggered by Russia headlines. If the test of previous lows holds, markets will be set up for a rally, especially if the Fed reduces its pressure on interest rates. Watch for slowing economic growth this year, and as the Fed begins to subtract liquidity, volatility will increase. Take care to not make a one-sided bet on what markets will do. Presented by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=GbPkAsFhfvg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #Russia #Ukraine #FederalReserve #InterestRates #Bonds #Markets #Money #Investing

(2/11/22) With the bigger than expected 7.5% inflation print on Thursday, the next logical question is what will the Fed do? Why Inflation is going to be "sticky" for a while: Energy policy, public policy; when will price elasticity return? Is there an upside to Inflation: recession mentality, inflation mentality--similar to depression mentality of the '30's. The onset of Consumer Austerity. IRS Life Expectancy Tables have changed; what this means for your retirement; what happens when current tax law sunsets in 2025? Lunch & Learn recap, Retirement Right Lane preview; the economics of Valentine's Day. SEG-1: What's the Fed Going to Do Next? SEG-2: The Bright Side of Inflation SEG-3: What Changes in IRS Life Expectancy Tables Mean for You SEG-4: Lunch & Learn recap, Retirement Right Lane preview; Valentine Economics RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=zq5Etjr8O8Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2950s -------- Our Latest "Three Minutes on Markets & Money: What Today's Inflation Numbers Mean for Markets" https://www.youtube.com/watch?v=9k_YjVxMKns&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s -------- Our previous show, "Where's the Value in 'Value Stocks?'" is here: youtube.com/watch?v=17xgjgtrWXA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2613s -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #CPI #Retirement #LifeExpectancy #EnergyPolicy #PublicPolicy #ValentinesDayEconomics #Markets #Money #Investing

What was first supposed to be a peaking rate of inflation---how inflation is calculated; The rate of inflation will come down because of the rate of change--but high prices will remain high. Why there is little value in 'value stocks' today--the biggest cause: Passive Investing; the Proctor & Gamble gamble; how well are corporations represented in a mutual fund? Why investors are buying 'value' in name-only. SEG-1: Why Some Prices Will Remain "Sticky" Regardless of Today's CPI Print SEG-2: Why You Really Can't Measure Inflation SEG-3: Why There is Little Value in 'Value Stocks' SEG-4: When the Next Downturn Occurs... Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=17xgjgtrWXA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2653s -------- Our Latest "Three Minutes on Markets & Money: What Today's Inflation Numbers Mean for Markets" https://www.youtube.com/watch?v=9k_YjVxMKns&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s -------- Our previous show, "The Congressional Stock Trading Ban Gathers Steam," is here: https://www.youtube.com/watch?v=ob4Nc5gzouw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/value-stock-funds-are-lacking-value -------- Register for our next Lunch & Learn https://us06web.zoom.us/webinar/register/1516432564864/WN_27HPBMz9TkOJNtykTPxxnA ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #Inflation #CPI #ValueStocks #MarketDownturn #Markets #Money #Investing

(2/10 /22) The Fed's Raphael Bostick yesterday postulated that today's inflation print might be a little less than expected...resulting in a bit of a market rally to get above the 20-DMA, but not quite reaching the 50-DMA. Markets are still struggling to move higher, but Tech stocks outperformed on anticipation we might see some dis-inflation in today's numbers. The hope and expectation for lower inflation is that the Fed might back off its hawkish stance on rates and tapering. But the Fed's greater fear is being caught at 0% in a weaker, recessionary environment. We expect the Fed to continue on the path to higher rates as a strategic move against future inflation. So we may not see a Bear Market-ish contraction this year, but we will see a pretty sloppy market with lower rates of return for the next few months. Volatility will make managing your portfolio a lot more challenging. Presented by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=9k_YjVxMKns&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #CPI #Inflation #FederalReserve #InterestRates #RateHike #FixedIncome #BearishMarket #Recession #Markets #Money #Investing

Recipients of the Child Tax Credit have a surprise from the IRS; the Congressional stock trading ban gathers steam; Amazon's base salary hike, and how to really fix the compensation gap. Why Markets haven't gone anywhere since October; pat attention to the generals; the importance of portfolio risk sizing. Why Texas outperformed the rest of the nation in GDP during the pandemic; SMA's and Tax Management tracking errors; "Uncle, Lance, where did mutual funds come from?" SEG-1: Child Tax Credit, Congressional Stock Trade Ban, Amazon Base Pay Hike SEG-2: Markets Going Nowhere Fast: The Importance of Risk Sizing SEG-3: The Economic Impact of Masking & Staying Home: Texas vs The Rest of Us SEG-4: Uncle, Lance--Where Did Mutual Funds Come From? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, and Senior Advisor, Danny Ratliff, CFA Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=ob4Nc5gzouw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2627s -------- Our Latest "Three Minutes on Markets & Money: Will Markets Get a Boost from Inflation Numbers?" https://www.youtube.com/watch?v=CA2wGYLhzh0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "The New Way of Defining Bear Markets," is here: https://www.youtube.com/watch?v=KQ2a8adGojo&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2581s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/?s=what%27s+wrong+with+gold%3F -------- Register for our next Lunch & Learn https://us06web.zoom.us/webinar/register/1516432564864/WN_27HPBMz9TkOJNtykTPxxnA ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #CongressionalStockTradingBan #PortfolioRisk #Masking #EconomicImpact #MutualFunds #Markets #Money #investing

(2/9/22) The recent rally back to the 50-DMA has been good, but since then markets have been trending slightly lower. Tomorrow's inflation data is expected to be the high-water mark for this year. If inflation comes in weaker than expected, stocks might get a boost on expectations the Fed might not be as aggressive with monetary policy. But the reality is that markets have made very little--if any--progress since October 2020. There are plenty of reasons to expect some downside risk to markets. But a break above the 50-DMA, and we've got a Bull Market on our hands. -------- Articles mentioned in this report: https://realinvestmentadvice.com/disinflation-is-a-bigger-threat-than-inflation/ -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=CA2wGYLhzh0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #FederalReserve #Inflation #InterestRates #RateHike #FixedIncome #BearishMarket #BullishMarket #Markets #Money #Investing

Could Facebook pull out of Europe? Tech stocks weighed on markets as a result; the quandry of used car prices; oh, those magical Inflation numbers! 2022 growth expectations are still "off the hook." The new Way of Defining a Bear Market; What'll happen when the Fed raises rates? Remember 2017? The Law of Large Numbers; what happens when the liquidity's gone. Effect on the Dollar from War in Ukraine. YouTube Q&A: Would Fed jawboning be enough? (no.) Darth Facebook vs Parlor Skywalker. SEG-1: Facebook Weighs on Markets; 2022 Growth Expectations SEG-2: Putting the Genie Back in the Bottle SEG-3: What Happens When the Fed Raises Rates? SEG-4: The Rising Risk of Recession, Joe Rogan Rumbles, & Wall St. Sales Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=8qTTteoqraI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2600s -------- Our Latest "Three Minutes on Markets & Money: s Bond Sentiment Shifting from Bearish to Bullish?" https://www.youtube.com/watch?v=HBguQl26oX8&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- Our previous show, "The Good News & Bad Behind the Jobs Report" is here: https://www.youtube.com/watch?v=8qTTteoqraI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2580s -------- Articles mentioned in this podcast: https://realinvestmentadvice.com/disinflation-is-a-bigger-threat-than-inflation/ https://realinvestmentadvice.com/a-50-decline-will-only-be-a-correction/ -------- Register for our next Lunch & Learn https://us06web.zoom.us/webinar/register/1516432564864/WN_27HPBMz9TkOJNtykTPxxnA ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BearMarket #BullMarket #FederalReserve #MarketRisk #MarketRally #Markets #Money #investing

(2/8/22) Interest Rates have been inching upward out of concerns over the Fed's response to rising inflationary pressures--a normal response. But's also causing concern from investors with fixed-income holdings: what happens when dis-inflation arrives in the economy? As we begin to have slower rates of growth and diminishing rates of inflation on an annualized basis, take caution of a feedback loop into Treasury bonds. The Fed's rate hikes will also impact Treasuries as yields go up, tracking inflows of foreign capital chasing those higher yields. Remember what happened in 2017? Interestingly, sentiment on bonds--quite ebullient--have not tracked rates, and are as bearish on bonds now as it was in 2017-18. As the Fed works its interest rate alchemy, watch sentiment on Bonds shift from very bearish to quite bullish, as the flight to safety begins to take root. -------- Articles mentioned in this report: https://realinvestmentadvice.com/disinflation-is-a-bigger-threat-than-inflation/ -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=HBguQl26oX8&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #FederalReserve #InterestRate #RateHike #FixedIncome #BearishMarket #BullishMarket #Markets #Money #Investing

There's good news & bad news in the latest Jobs Report, which will force the Fed to make a move. ADP vs BLS--Who's right?? Retirement reality as retirees return to work. The Fed is the biggest, most-visible risk to markets. The Fed's Liquidity Trap, and a history of fiscal missteps; publicity money can't buy; why 2022 will be a year of disappointment; businesses will use automation to fight inflationary effects; what can we do to bring more jobs to America? Can't with workers' unrealistic expectations. Socialism is a great way to be like everybody else in the world. Look more more volatility later this year as inflation subsides. You can make gains any time, but it's more difficult to make up for losses. SEG-1: Good News & Bad Behind Jobs Report SEG-2: The Biggest Risk to Markets: The Fed SEG-3: Why 2022 Will Be a Year of Disappointment SEG-4: Are We in a Bear Market or Bull? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO Watch today's show on our YouTube channel: https://www.youtube.com/watch?v=e9aykSPZxF4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2584s -------- Our Latest "Three Minutes on Markets & Money: Markets Are At a Standstill--Watch & Wait" https://www.youtube.com/watch?v=ZhgNWmjtAxk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "The Child Tax Credit 1040 Sticker Shock" is here: https://www.youtube.com/watch?v=_XbFEWJWU0I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2568s -------- Articles mentioned in this podcast: https://www.youtube.com/watch?v=5OS4FHBz_Ik&list=PLVT8LcWPeAuh0I07NdQcssCvh6_yDa9bz&index=1&t=2s -------- Register for our next Lunch & Learn https://us06web.zoom.us/webinar/register/1516432564864/WN_27HPBMz9TkOJNtykTPxxnA ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #BearMarket #BullMarket #FederalReserve #MarketRisk #MarketRally #Markets #Money #investing

(2/7/22) Markets rallied last week, as expected, coming off deeply oversold levels. Now sitting in no-man's land--will markets retest October lows, or find support where we are, and begin to rally higher ahead of the Fed' meeting in March? What happens next--and how do you manage your portfolio accordingly? If you think we're in a bear market, raise cash by selling off poor performers in your portfolio, you could potentially be on the wrong side of the trade, should markets rally-on. You'd find yourself trying to get back in just as markets are re-testing previous highs. But, if you get bulling, thinking markets will retest those highs...and markets go the other direction, you will find that you've compounded the risk in your portfolio. Whilst sitting in no-man's land, the best thing to do is watch and wait and use the rally to your advantage, jettisoning poorly performing stocks in your portfolio, and trimming risk on those that are doing well: Don't remove winners, but take some profits and prune them back. For now, make small changes, allow the markets to tell you what they're going to do, and then react quickly. The biggest risk to the markets over the next couple of months will be the Fed. Small bets, small moves, is the right way to go in this environment. -------- Articles mentioned in this report: https://realinvestmentadvice.com/hard-assets-are-they-a-trap-in-the-making/ -------- Get more info & commentary: https://realinvestmentadvice.com/news... -------- Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=ZhgNWmjtAxk&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Visit our Site: www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to RIA Pro: https://riapro.net/home -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestme... https://www.linkedin.com/in/realinves... #FederalReserve #MarketRisk #BullMarket #BearMarket #NASDAQ #MarketRally #Markets #Money #Investing