The Real Investment Show Podcast

Starbuck's & McDonald's are luring customers with free stuff for the holidays, even as prices inflate; the political toll from a poor economy; how inflation becomes stagflation; The Fed's Bazooka; what Joe Biden doesn't know about oil commodity pricing. ------ SEG-1: Starbuck's & Inflation in Your Cup SEG-2: The Fed's Bazooka Gone Awry SEG-3: How Oil Prices Really Work 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=_PlFUhsuJig&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Our Latest "Three Minutes on Markets & Money: Aew We Due for a Santa Claus Rally?" is here: https://www.youtube.com/watch?v=0Wj4yD4Sdyg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- Our previous show, "Build Back Better Bust: Why the spending package ISN'T paid for, as promised," is here: https://www.youtube.com/watch?v=4fKWFd3yZh0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Our most-recent Candid Coffee can be found here: https://www.youtube.com/watch?v=1aueA_Gkq64&list=PLVT8LcWPeAujtF0xU6bHGcIrXFq2dFy2X&index=1&t=38s -------- 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 #Stagflation #OilPrices #Starbucks #McDonalds #JoeBiden #FedBazooka #CommodityPricing #Markets #Money #investing

(11/18/21) Retailers aren't worried, with good earnings reports coming from Kohl's, Macy's, and Nvidia; so where's the money coming from? Home Equity liquidation and credit cards are fueling consumers' spending sprees, piling on debt. That won't end well as rates and inflation rise. Stocks are very extended, market-wide: Watch for price pressure following Thanksgiving, setting up for a Santa Claus rally by the end of the year. - 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=0Wj4yD4Sdyg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- Register for our next Lunch & Learn: https://www.youtube.com/watch?v=0Wj4yD4Sdyg&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... #RetailSales #WageInflation #RealInflation #Markets #Money #Investing #Kohls #Macys #Nvidia

Markets are quietly going sideways ahead of Thanksgiving; we're looking for the potential for a Santa Claus Rally; Janet Yellen is wrong; Build Back Better Plan is not paid for; reinstatement of SALT deduction; Questions & Answers from Candid Coffee; Outlook for Taxes in 2022; where to best invest? ------ SEG-1: Market Commentary: All is Quiet before Thanksgiving, but then... SEG-2: Tax Changes coming for 2022: The Truth About the SALT Deduction SEG-3: Where are the best places to invest in 2022? SEG-4: Asset Allocation in an Under-Performing Market 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=4fKWFd3yZh0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our Latest "Three Minutes on Markets & Money: Stocks or Bonds? How to Invest When Correlations are High" is here: https://www.youtube.com/watch?v=BXuvFMFLKag&lc=UgwY5mCBV0aWhGxLy7h4AaABAg -------- Our previous show, "Investors Who Ignore Excess Valuations Suffer the Pay-back" is here: https://www.youtube.com/watch?v=flzlNfDOE8Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Our most-recent Candid Coffee can be found here: https://www.youtube.com/watch?v=1aueA_Gkq64&list=PLVT8LcWPeAujtF0xU6bHGcIrXFq2dFy2X&index=1&t=38s -------- 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/ #MarketTrading #BuildBackBetter #2022Taxes #SALTDeduction #JanetYellen #AssetAllocation #Markets #Money #investing

DESCRIPTION: "(11/17/21) Does it matter to stocks when interest rates go up or down? Since 2000, stocks and bonds have been highly correlated. Lately, as interest rates have inched upward, so have stock prices...and if the correlation holds, as interest rates start to slide (as predicted by bonds), so could stock prices similarly drop. This has taken away the choice of pitting stock vs bond performance as hedges against one another. However, a stock-bond allocation still is providing some benefit against volatility, while still offering investors a modicum of performance. The high-correlation between stocks and bonds does make it more difficult to manage portfolio risk than before. - 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=BXuvFMFLKag&lc=UgwY5mCBV0aWhGxLy7h4AaABAg -------- 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... #Stocks #Bonds #InterestRates #MarketVolatility #Markets #Money #Investing

How to trade in a bull market? we look at the role of excess valuations, and what they can tell us about future rewards; even the Fed is warning about valuations; there will be pay-back; the role of stock buy-backs in market dynamics; what happens when the rich are hit with a tax on UNREALIZED Capital Gains? ------ SEG-1: Managing Risk & Reward in Every Market Scenario SEG-2: What Valuations Tell Us: There Will be Pay-back SEG-3: Unintended Consequences of Unrealized Capital Gains Taxation NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=flzlNfDOE8Q&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Our Latest "Three Minutes on Markets & Money: How to Trade in a Bull Market" is here: https://www.youtube.com/watch?v=Q6JD4YOYNVc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Being "Green" is Great - But Who's Going to Keep the Lights On?" is here: https://www.youtube.com/watch?v=_PlFUhsuJig&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s -------- 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/ #MarketValuation #MarketCorrection #TaxTheRich #ElonMusk #Capitalism #BillionaireTax #Inflation #ClimateChange #FinancialStabilityReport #Markets #Money #Investing

(11/16/21) How do we trade this off-the-charts bull market? Trading is a function of understanding the direction of prices and trends over time. The tools we use include the 20- and 50-DMA, which provide sequential snapshots of market activity over the past 20- and 50-days. Bollinger Bands provide a measure of deviation away from these averages. Our advice here is to keep it simple. The goal is to maximize gains when markets rise, and limit losses when they wane. Currently, markets are extended above their moving averages, which suggests increasing risk of correction over the next few weeks; in order for an average to exist, both high- and low-points must occur. Options expirations and mutual fund distributions are both events that could impact market direction by putting pressure on prices over the next few weeks, and a correction back to the 50-DMA would not be all that surprising. An RSI or Williams Percent Indicator can provide signals for over-bought and over-sold market conditions. We know valuations are extremely elevated at this point, and we're participating in the market as it rises--but we're using these tools to help determine when it might be best to take a little money off the table. - 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=nZI83loprKg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- 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... #BullMarket #Trading #Investing #50_DMA #20_DMA #BollingerBand #Markets #Money

Did Elon Musk stumble upon a stroke of genius in a Twitter war with Bernie Sanders? The Senator's call for taxing the rich was answered by taunts from the Billionaire, who's recent stock sale (to pay taxes) torpedoed the Tesla stock price last week. NOTE: You can watch the full, commercial-free version of today's show here: https://www.youtube.com/watch?v=_PlFUhsuJig&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Our Latest "Three Minutes on Markets & Money: Record Level of Call Options Out--and they're expiring this week!" is here: https://www.youtube.com/watch?v=nZI83loprKg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "CPI is "en fuego" --What does it mean for Investors?" is here: https://www.youtube.com/watch?v=hFvYUmBHkmY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6816352856714/WN_p3ja8GYaQROUvj65YhbyuQ -------- 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/ #ElonMusk #Capitalism #TaxTheRich #BillionaireTax #Inflation #ClimateChange #FinancialStabilityReport #Markets #Money #Investing

Why we're write-in voting for Elon Musk for President: It's the economy, stupid; the Infrastructure Bill will exacerbate inflation; paying more to "be green" is running headlong into keeping the lights on; Christmas Tree saga continues; the Fed's stock market valuation warnings--crying "uncle?" ------ SEG-1: Is it Time for A Billionaire's Tax? SEG-2: The Real Impact of Inflation: Being Green vs Having Lights SEG-3: The Fed's Stock Market Valuation Warning NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=_PlFUhsuJig&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Our Latest "Three Minutes on Markets & Money: Record Level of Call Options Out--and they're expiring this week!" is here: https://www.youtube.com/watch?v=nZI83loprKg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "CPI is "en fuego" --What does it mean for Investors?" is here: https://www.youtube.com/watch?v=hFvYUmBHkmY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6816352856714/WN_p3ja8GYaQROUvj65YhbyuQ -------- 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/ #ElonMusk #Capitalism #TaxTheRich #BillionaireTax #Inflation #ClimateChange #FinancialStabilityReport #Markets #Money #Investing

(11/15/21) Historical precedents for Options Corrections Week indicate markets are primed for correction, as portfolio managers jockey for positions to optimize their "look" to investors. Will that happen this week? Who knows...but: There are a record level of Call Options out by retail traders, and when they roll-over this week, that could apply pressure on prices. A partial sell-off back to the 50-DMA could provide you with opportunity to put money back to work (we recently took a little bit of profit to reduce our over-bought, extended positions, in anticipation of such opportunities). Mutual Fund distributions in the first two weeks of December, combined with a history of those weeks being a little anemic, could allow a pull-back, setting up for an end-of-the-year Santa Claus Rally. With markets up 25% for the year, and some managers behind the curve, re-jiggering portfolios could create opportunity. Keep an eye for sell-signals to reverse, providing market entry opportunity. - 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=nZI83loprKg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=2 -------- 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... #OptionsExpiration #CallOptions #MarketCorrection #SantaClausRally #Investing #Markets #Money

Johnson & Johnson's announced division into three entities offers interesting options for investors; what happens if you retire in-debt? Rosso's Inflation Station Blues; Transitioning from portfolio accumulation- to withdrawal-mode in retirement; the thrift philosophies of Grandma Rosso. ------ SEG-1: What Opportunities Does a J&J split offer investors? SEG-2: What if you retire in debt? SEG-2B: Richard Rosso's Inflation Station Blues SEG-3: Shifting from Accumulation to Withdrawal Mode in Retirement SEG-4: Grandma Rosso's Thrift Philosophy NOTE: You can watch the commercial-free version of this video here: https://www.youtube.com/watch?v=hFvYUmBHkmY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Sr. Relationship Mgr., Jon Penn, CFP -------- Our Latest "Three Minutes on Markets & Money: Markets Smacked Down by Higher Inflation" is here: https://www.youtube.com/watch?v=PKTnsX3XhyU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=12s -------- Our previous show, "CPI is "en fuego" --What does it mean for Investors?" is here: https://www.youtube.com/watch?v=hFvYUmBHkmY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Register for our next Candid Coffee: https://us06web.zoom.us/webinar/register/6816352856714/WN_p3ja8GYaQROUvj65YhbyuQ -------- 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/ #Retirement #Debt #Johnson&Johnson #Portfolio #Accumulation #Withdrawal #Inflation #Thrift #Markets #Money #Investing