The Real Investment Show Podcast

(1/20/22) As vax mandates around the world begin to crumble, the shift to "normalcy" should restore economic productivity. Getting people back to work and restoring consumer confidence is what makes an economy grow. So, what about the vax-makers? Johnson & Johnson peaked in December, and has been on a downward trend ever since. Moderna has also been in a big correction since July; Pfizer has also peaked and is beginning to decline. Markets are already picking up on the "return to normalcy," and government spending in these companies comes to an end. There are a lot of "value companies" that are not really values: Procter & Gamble, Coke, McDonald's, Disney--these are all companies trading at high price-to-earnings, price-to-sales ratios, outside of the norm of what they should generate in a normal environment, thanks to the push of liquidity into the markets, and an effect of the passive indexing problem. - Hosted 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=VneVrBV1uts&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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... #COVID #Vaccine #Moderna #Pfizer #JohnsonJohnson #Pandemic #Nedmic #Coke #ProterGamble #McDonalds #Disney #Markets #Money #Investing

(1/19/22) Goldman is looking for oil prices to go to $105/bbl--possible? Supply-demand imbalance dynamics and strong economic recovery forces could impact demand, causing prices to rise....but...would that last later into the year? Energy Stocks are now trading three standard-deviations above their 50-DMA. However, money flow indicators are over-bought, and close to triggering a sell-signal which could precede a pull back. That's why we thought taking a bit of profits from our energy stock holdings yesterday made some sense. Of note: Historically, when the Fed begins a rate-hike campaign, oil prices tend to decline, thanks to the depressive nature of higher rates which extract liquidity from the market place. With the Yield Curve already beginning to flatten, we're expecting an economic recession sooner than later, impacting energy demand and oil pricing. - Hosted 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=VneVrBV1uts&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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... #OilPrices #EnergyStocks #YieldCurve #FedRate #interestRate #Markets #Money #Investing

Earnings Season is off and running in earnest, w companies reporting 4Q results; more interesting will be 2022 Outlook under the specter of up to four interest rate hikes this year. The impact of Vax Mandates in the workplace and on profits; masking and commercial real estate; inflation vs market correction: Which can be more easily tolerated? Looking for a counter-trend rally before rebalancing. SEG-1: Earnings Season Commences Amid expectations for 4 rate hikes this year SEG-2: Vax Mandates & Wage Pressure: How Will Companies Cope? SEG-3: How Pandemic Shaped How we Work & Profit SEG-4: Peloton & Panic Selling: Where Will Future Demand Exist? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Our Latest "Three Minutes on Markets & Money: Sell Signals Becoming More Over-sold--Yet Markets Remain Under Pressure:" https://www.youtube.com/watch?v=ntxNt2g0vHY&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=4s -------- Our previous show, "The Fed's No-win Fight on Inflation" is here: https://www.youtube.com/watch?v=7kcl-RZ6z5k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2553s -------- 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/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing

(1/18/22) Real Yields are on the Rise. Market's Friday sell-off retested the trend line from October's lows, but bounced back nicely. This morning, we'll re-test lower support trend lines again. Sell signals currently keeping markets under pressure are becoming more over-sold. Markets could have an opportunity to rally, but it is doubtful that we'll re-achieve all-time highs in the market at this time--in fact, we may have already seen the markets' high for this year! The Fed's aggressiveness on interest rates is likely to pressure stocks short-term. Staples, utilities, real estate, and things people have to pay for every month will do better heading into this year. Inflation is likely to peak shortly; avoid knee-jerk reactions now because markets are over-sold; when the rally does come--and it will--you will then have an opportunity to rebalance risk in your portfolio. - Hosted 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=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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... #MarketRally #Bonds #PortfolioRebalancing #SmallCaps #MidCaps #Liquidity #EconomicGrowth #InterestRates #Markets #Money #Investing

It's Martin Luther King Day, Markets are closed, and we're taking a break in the studio today. Here's a compilation show of segments from last weeks' programs we hope you will enjoy reviewing, including a discussion of why we need another holiday, the folly of Jerome Powell's monetary policy, and a discussion with Michael Lebowitz on comments from Jeremy Siegel about too much money, real assets, and stocks. Fun times. We'll see you Tuesday morning, live at 6:06am CST! SEG-1: Holidays & Jerome Powell SEG-2: Coffee Preferences; 2022 is not going to be '21 SEG-3: Jeremy Siegel: Too Much Money? SEG-4: Jeremy Siegel: Real Assets vs Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: Use the Rally to Rebalance--but to where?"https://www.youtube.com/watch?v=7mnjBFAUTV0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1" https://www.youtube.com/watch?v=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Does One-Size Really Fit-All? Parts-1 & 2?" is here: https://www.youtube.com/watch?v=9rRGGyQS73A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1799s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing

What in the hell does climate change have to do with the Fed's primary mandates? Meanwhile, Americans' financial confidence index continues to slide, and financial wellness surveys dip lower; when you meet with a "financial planner," what is their real role? Holding Cash for double-digit Returns--pipedream or emotional snuggie? SEG-1: Market Commentary, The Fed, & Climate Change SEG-2: American Financial Wellness & Confidence Survey Results SEG-3: What Does Financial Planning Really Mean? SEG-4: Holding Cash like an Emotional Snuggie Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money: Use the Rally to Rebalance--but to where?"https://www.youtube.com/watch?v=7mnjBFAUTV0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1" https://www.youtube.com/watch?v=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "The Fed's No-win Fight on Inflation" is here: https://www.youtube.com/watch?v=7kcl-RZ6z5k&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2553s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing

Are academians about to learn the lesson of "no free lunch? What 7% CPI really means in terms of real wages vs inflation; How do you decrease inflation? The political mistake of giving people money instead of supporting the creation of productivity; Jewemy Siegel and The Minksy Momen re-defined; Real assets vs stocks; Bonds vs Stocks--and why we own bonds. SEG-1: What 7% CPI Really Means SEG-2: How Do You Decrease Inflation? SEG-3: Jeremy Siegel: Too much Money Chasing Too Few Goods? SEG-4: Jeremy Siegel: Real Assets vs Stocks Hosted by RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Our Latest "Three Minutes on Markets & Money: Use the Rally to Rebalance--but to where?"https://www.youtube.com/watch?v=7mnjBFAUTV0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1" https://www.youtube.com/watch?v=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Does One-Size Really Fit-All? Parts-1 & 2?" is here: https://www.youtube.com/watch?v=9rRGGyQS73A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1799s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing

(1/13/22) What's hot & what's not? Stocks are still on a rally above the 50- and 20-DMA, still on a sell-signal, but money flows are turning positive--suggesting that markets could rally above all new highs. We're using this rally to rebalance portfolio risk--but rebalance to where? Bonds have also gotten extremely oversold, pushing 3-standard deviations below the 50-DMA. Bond prices are starting to recover, with yields coming down, plenty of room for Bonds to rally over the next few days. Not that there's a clearer upside from stocks, but just a better short term opportunity in Bonds, where money flows are starting to turn positive. Energy Stocks are far out-pacing the S&P so far this year. Oil prices are pushing back up into over-bought levels, triggering a bullish buy signal. Prices could get a retracement back into the $75 range. Despite hotter-running inflation, gold continues to languish. Gold is underperforming the rise in inflation. But when fear starts to rise on the stock side of the ledge, Gold will have more appeal. - Hosted 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=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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... #MarketRally #Bonds #PortfolioRebalancing #SmallCaps #MidCaps #Liquidity #EconomicGrowth #InterestRates #Markets #Money #Investing

Jerome Powell now thinks it's time to raise rates and clear the Fed's balance sheets, seeming to ignore the past effects of $5-Trillion in artificial liquidity pumpedinto the economy. A discussion on craft-label coffees; the likely impact on markets of the Feds crusade to raise rates and trim liquidity; how companies are likely to fare in a pst-pandemic world; One-size-does-not Fit-All. SEG-1: Jerome Powell says time to raise rates and increase Fed Taper SEG-2 Death Wish, Black Rifle Coffee, Starbucks; SEG-2.1: The Fed's Aggressive Rate Hike Campaign - and impact on Markets SEG-3: Post-Pandemic Spending & Prudent Assett Allocation SEG-4: Vangard's Target Date Funds for Younger Investors; Self Directed IRA's; Gold in IRA? No! Hosted by RIA Advisors Chief Investment Strategist Lance Roberts w RIA Advisors Senior Advisor, Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money: Aggressive-Sounding Fed Rate Policy Juices Markets" https://www.youtube.com/watch?v=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "How High Will Markets Bounce...or flounce?" is here: https://www.youtube.com/watch?v=-hs1WASwNCA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2568s -------- Register for the next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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/ #MarketRally #2022Market #MarketVolatility #BullishTrend #SmallBusinessDrivers #Markets #money #investing

(1/12/22) After receiving Joe Biden's nod to continue as Federal Reserve Chairman, Jerome voiced a need for more aggressive rate hiking campaigns, and tapering the Fed's balance sheet even more rapidly this year. This will extract liquidity from the markets. Powell believes the battle to be fought will be high inflation--but what's being missed is the fact that the economic recovery had been fueled by massive liquidity injections--such liquidity is going away--putting markets in a more precarious position heading into the year. Risk Appetite is also returning to the markets in the form of cryptocurrency; Bitcoin had a rally yesterday. Use any rally in the Nasdaq and S&P to clean up any laggards you've seen in your portfolio and reduce risk. - Hosted 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=wTK8oInR8O0&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/9816369327340/WN_8UCalLNwRKOiI97F0L7pww -------- 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... #MarketRally #Bonds #PortfolioRebalancing #SmallCaps #MidCaps #Liquidity #EconomicGrowth #InterestRates #Markets #Money #Investing