The Real Investment Show Podcast

(12/7/21) Markets continue to rebound, as expected, heading towards mid-month. Markets are now set to rally toward the 20-DMA, but we're not quite finished with Mutual Fund rebalancing, and there is still short-term risk. Getting into early 2022-, the Fed will captivate investor attention, and whether and when it will tighten QE. Also look for 2022 headwinds in the form of lower profit margins, higher rates of inflation, wage-growth and employment costs--all of which have been supportive of current market valuations. But next year, as earnings begin to reflect underlying economic deterioration, valuations will be much more challenging. Bitcoin, too, is beginning to show signs of the risk-off attitude, falling in tandem with markets. We're watching for a crypto-rally, but there's still plenty of resistance. - 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=_KRN74ZX5UE&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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... #MarketRebound #CryptoCurrency #Bitcoin ##Inflation #WageGrowth #EmploymentCosts #Markets #Money #Investing

Value Stocks have been performing because they haven't worked this year; The liquidity Issue, Managing Risk, and lowering expectations for returns; the Math of Losing Money; why outlooks are always optimistic; don't be afraid to take profits! ------ SEG-1: The Liquidity Issue & Managing Risk SEG-2: Sell Something! SEG-3: Wrapping the Year & 2022 Outlook Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Our Latest "Three Minutes on Markets & Money: "Is it Time for Value? Risk-off Shift Into Value Stocks Takes Hold" is here: https://www.youtube.com/watch?v=nXjOavdQf9Y&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "What Gold is Telling Us About Real Rates" is here: https://www.youtube.com/watch?v=VtdbvxU5O5A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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/ #MarketLiquidity #SellSomething #ValueStocks #Taking Profits #SizingPortfolio #Markets #Money #Investing

(12/6/21) Markets are fairly over-sold on multiple levels; but with MACD sell-signals still in place, there remains short-term risk to the downside. Markets are in a very defined downtrend with support holding at the 50-DMA. We're seeing a risk-off rotational shift into more value-oriented stocks--also what you'd expect to see when mutual funds execute their capital gains distributions at the end of the year. We anticipate this activity to continue for about another week, setting up for December's Santa Claus Rally. - 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=ICmN4p2IUjA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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... #MarketSellOff #SantaClausRally #MutualFund #WindowDressing #Markets #Money #Investing

Inflation is running more rampant than Government reports reflect; what we're recommending for our clients; The demographics of Social Security are unsustainable; how to plan for how much (or how little) you'd get; Long Term Care planning is a necessity; Medicare vs Medigap coverage: Which is best? ------ 01:29 - Watching Inflation Run 12:20 - The Demographics of Social Security 28:19 - Lance Roberts Action Figures 29:25 - Planning for Long Term Care 42:18 - YouTube Trolls; Long Term Care is a Full Time Job 46:11 - Medicare vs MediGap Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=inMgCUnQf9A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Our Latest "Three Minutes on Markets & Money: "Is There More Selling To Be Done?" is here: https://www.youtube.com/watch?v=ICmN4p2IUjA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "What Gold is Telling Us About Real Rates" is here: https://www.youtube.com/watch?v=VtdbvxU5O5A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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 #SocialSecurity #LongTermCare #Medicare #MedicareGap #MedicarePartB #Markets #Money #Investing #Speculation

After the run-up and market correction, now's the time to reposition portfolios for optimal risk management; low-priced stocks are priced low for a reason; investing vs speculation; the Omicron Correction; what Gold's behavior says about real rates; why the hit in Tech? When the ARKK springs a leak ------ SEG-1: The Reality of Risk vs Reward, Investing vs Speculating SEG-2: What Gold is Telling us About Real Rates SEG-3: How do You Fix a Leak in the ARKK? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=VtdbvxU5O5A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this show: https://realinvestmentadvice.com/is-a-stock-market-crash-like-2000-possible -------- Our Latest "Three Minutes on Markets & Money: "Is There More Selling To Be Done?" is here: https://www.youtube.com/watch?v=ICmN4p2IUjA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "How To Know the Right Time to Buy" is here: https://www.youtube.com/watch?v=sEZ9z8XGuAs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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/ #MarketCorrection #MarketSellOff #Gold #Risk #Reward #TechStocks #ARKK #Markets #Money #Investing #Speculation

(12/2/21) The market sell-off continues, thanks to the Omicron variant. So how should you position your portfolio now? There is a combination of technical indicators and market seasonality that are presenting challenges as well as opportunities. Markets were going to sell, regardless of the reason--Omicron is the headline de jour markets are assigning to the sell-off event. It could just have easily been the Apple weak iPhone sales announcement. Meanwhile, the range of price movement has been getting more and more confined. Is there still more selling to be done? It is clear we're setting up for the predicted Santa Claus rally. - 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=ICmN4p2IUjA&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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... #MarketSellOff #Omicron #SantaClausRally #marketSeasonality #Markets #Money #Investing

Preparing for the market correction is about to pay off: Start making your list of possible buys; watching the technicals for the right time to buy; is a Roth the right choice for you? Demographics are Destiny: What happens to Social Security? The story behind oil prices; the story behind iBonds. ------ SEG-1: How to Put Money Back to Work SEG-2: To Roth or Not to Roth? SEG-3: What's Up with Oil Prices? Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w/Senior Advisor Danny Ratliff, CFP -------- NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=sEZ9z8XGuAs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this show: https://realinvestmentadvice.com/is-a-stock-market-crash-like-2000-possible https://realinvestmentadvice.com/?s=traders+are+pushing+oil+rates -------- Our Latest "Three Minutes on Markets & Money: "Is The Sell-off Over?" is here: https://www.youtube.com/watch?v=KllVV-9n8g4&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "Has Jerome Powell Changed His Mind?" is here: https://www.youtube.com/watch?v=iasciUGbKTc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2&t=330s -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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/ #MarketCorrection #RothIRA #OilPrices #JeromePowell #FedTaper #HigherTaxes #SocialSecurity #Markets #Money #Investing

(12/1/21) Is the sell-off over--and is it time to buy stocks? After Jerome Powell mentioned retiring the word, "transitory," and speeding the rate of taper, stocks took a dive. We said this would happen, prior to a Santa Claus rally at the end of the year. Buying stocks could be a good idea...but: When should you do so, and how? First, watch the bearish trends, testing the downtrend channel. We're looking for strong support at the 50-DMA. Money Flow buy-signals are also very flat, and close to turning positive. However--Money Flows did turn negative on Tuesday for the first time since September/October...and the over-bought/over-sold indicators are at very low levels...all suggesting we're near the end of the selling pressure. So, how to add money to portfolios? Be aware of continued selling pressure as mutual funds rebalance, and note the continued negative divergence of market breadth from the market. It's better to buy a stock on the way back up than to bottom fish a stock on the way down. Also, consider Bonds, which are still providing a safe off rotation against risk in portfolios, especially as the Fed begins to taper. - 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=KllVV-9n8g4&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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... #MarketSellOff #FedTaper #TransitoryInflation #JeromePowell #Stocks #Bonds #Markets #Money #Investing

The maker of the world's most ugly car (Renault) is now making the world's most ugly flying car; Jerome Powell swings both ways; there's too much money chasing too few deals; Tesla's Model-Y gets trashed; how automakers change consumers' tastes; most-shorted stocks in S&P. ------ SEG-1: Flying Renaults, Jerome Powell's Dovish Twist SEG-2: How Too Much Liquidity has Distorted Markets SEG-3: Trashing Tesla's Model-Y, and Why Market Fundamentals Matter Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=iasciUGbKTc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this show: https://realinvestmentadvice.com/market-correction-before-the-santa-rally-has-started/ https://realinvestmentadvice.com/black-friday-plunges-as-covid-variant-rattles-markets/ https://realinvestmentadvice.com/could-the-fed-trigger-the-next-financial-crisis/ -------- Our Latest "Three Minutes on Markets & Money: "Is There an End in Sight to this Market Correction?" is here: https://www.youtube.com/watch?v=jFqRgdmuYrY&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=3s -------- Our previous show, "Are Oil Prices Too Volatile to Handle?" is here: https://www.youtube.com/watch?v=9LuEttbKhn8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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/ #JeromePowell #Omicron #MarketCorrection #Tesla_Y #MutualFundDistribution #Markets #Money #Investing

(11/30/21) Despite Monday's rally, markets are still in correction mode, and the Omicron variant is providing the "excuse" for correction to occur. It's important to note that Friday's decline, in a half-day of light-volume trading, was followed by a Cyber Monday rally in a full day of activity, with only half the volume of Friday's rout. The Omicron variant is still a source of concern this morning. This consolidation and correction has been expected--all that was needed was a catalyst. Enter, Omicron. Money flow indicators are beginning to flatten, signaling an end in sight for this correction. Look for support between recent lows and the 50-DMA. More near-term weakness is expected, setting up for a Santa Claus Rally. Check your list of naughty and nice stocks for the end of the year...and remember, fundamentals still matter. - 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=jFqRgdmuYrY&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Register for our next Lunch & Learn: https://us06web.zoom.us/webinar/register/9616369301708/WN_X_zZBPQCQX2VnVXJlvUE5g -------- 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... #MarketCorrection #Omicrom #BlackFriday #CyberMonday #MoneyFlowSignals #Markets #Money #Investing