The Real Investment Show Podcast

NOTE: Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=M3STlUeVjMg&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=2s (9/28/21) What is the Yield Spike impact on Markets? Concern over the Debt Ceiling and a feared government shutdown are giving bond traders pause; the GOP is not wanting to play along with Dems, wishing for them to "own" the aftermath. The Debt Ceiling will be raised, and pressure on Bonds will ease--creating opportunities to add bonds to your portfolio. Meanwhile, equity markets remain over-extended ahead of the spectre of Fed tapering. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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/ #DebtCeiling #BondYields #FedTapering #Yield Spike #PortfolioRebalancing #SpendingBill #MarketLiquidity #Stocks #Trading #Rates #Money #Markets #Finance

Two main issues will drive markets this week: The Fed's timeline for tapering liquidity, and Nancy Pelosi's drive to fund "infrastructure" spending. Bad advice from Financial Media will hurt you; competitive investing, and the risk from sequence of returns--it's a real thing. ------ SEG-1: Passing the Bill to Pass the Buck SEG-2: Fed Taper Timeline SEG-3: Bad Advice from Financial Media SEG-4: Understanding Sequence of Returns Risk -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Articles Mentioned in this show: https://realinvestmentadvice.com/dow-40000-a-huge-disappointment-of-promises/ -------- Our Latest "Three Minutes on Markets & Money: Markets Set Up for Rally" https://www.youtube.com/watch?v=-Gc8p60rc7w&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Market Response to the Fed Put" is here: https://www.youtube.com/watch?v=LsRzv8FauY4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1375s -------- Register for the next virtual Lunch & Learn, "Climbing the Tax Deduction Ladder:" https://zoom.us/webinar/register/7216280153636/WN_bityRp72Rh-bQ5YS5YqH6A -------- 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/ #FedTapering #SpendingBill #Dow_40000 #Markets #SP_5000 #FinancialMedia #FinancialLiteracy #HomeEconomics #Stocks #Trading #Rates #Money

NOTE: Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=-Gc8p60rc7w&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 (9/27/21) The last week of the quarter has portfolios positioning for their best advantage; here's why we started adding equity exposure to our portfolios. Can markets mainting the 50-DMA, or will resistance be futile? Underweight asset portfolios could lead to a rash of activity towards the end of the week. We're moving into the seasonally-strong period of the year, suggesting more buying power to come. Fed speakers are expected to confirm Fed tightening by November, leading to a pick up in volatility. The Debt Ceiling debate will also be a factor leading to volatility. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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/ #FedTapering #PortfolioRebalancing #SpendingBill #MarketLiquidity #Stocks #Trading #Rates #Money #Markets #Finance #S&P_5000 #Dow_40000

The contrast in cryptocurrency policies is stark: China vs El Salvador; Congress wants your money, capping Roth Conversions; Open Enrollment season w ACA Premium inflation, and Medicare changes; Estate Tax Rule Changes & Trust issues in financial planning. ------ SEG-1: China's Bitcoin Ban & "LanceCoin" SEG-2: Roth Conversion & Medicare Open Enrollment SEG-3: How to Deal with Estate Tax Rule Changes SEG-4: Aliens & Irrevocable Living Trusts -------- Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money: Is Now the Time to Buy Stocks?" https://www.youtube.com/watch?v=lk6s9reRcqU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Market Response to the Fed Put" is here: https://www.youtube.com/watch?v=LsRzv8FauY4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1375s -------- Register for the next virtual Lunch & Learn, "Climbing the Tax Deduction Ladder:" https://zoom.us/webinar/register/7216280153636/WN_bityRp72Rh-bQ5YS5YqH6A -------- 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/ #Cryptocurrency #ChineseBan #TrustIssues #FinancialPlanning #TaxImplications #RothConversions #OpenEnrollment #Medicare #Inflation #Markets #SP_5000 #Stocks #Trading #Rates #Money

The Fed says liquidity tapering is coming, but unclear on exactly when; Debt Ceiling negotiations are really political theatre; why Jerome Powell is the power behind the Federal Reserve; why rate hikes in current economic environment won't work; ------ SEG-1: Trans-Vaccinated, The Debt Ceiling & Political Theatre SEG-2: Who Has Power at The Fed? (and why this matters) SEG-3: How Hiking Rates Affects Inflation -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/when-will-transitory-overstay-its-welcome https://realinvestmentadvice.com/the-fed-speaks-loudly-and-carries-a-featherg-inflation-measure-is-bull -------- Our Latest "Three Minutes on Markets & Money: Is Now the Time to Buy Stocks?" https://www.youtube.com/watch?v=lk6s9reRcqU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Fed Taper Conundrum Episode" is here: https://www.youtube.com/watch?v=zJSpsF9u8lc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for the next virtual Lunch & Learn, "Climbing the Tax Deduction Ladder:" https://zoom.us/webinar/register/7216280153636/WN_bityRp72Rh-bQ5YS5YqH6A -------- 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/ #FedMeeting #FedTaper #BudgetReconciliation #TaxImplications #Inflation #Markets #SP_5000 #Stocks #Trading #Rates #Money

NOTE: Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=lk6s9reRcqU&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 (9/23/21) The Fed threads the needle by saying tapering IS coming, but not WHEN. Markets respond with a 1% "rally," and the challenge next will be whether markets can overcome resistance at 20-, 40-, and 50-DMA's. Money Flow indicators suggest now is the time to add equities exposure in portfolios. It's also prime time to trim riskier investments from portfolios. Yield curve is flattening, commodities are under pressure. Look for places to move money into areas that will do well in a weaker economic environment. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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/ #FedTapering #MarketLiquidity #Stocks #Evergrande #Trading #Rates #Money #Markets #Finance #S&P_5000

Congress is dithering over whether or not to raise the debt ceiling, and the FOMC is teetering on tapering...or not. What are the risks to your retirement in the current market? Why Understanding Bears is important; tax implications are coming to a 1040 near you. ------ SEG-1: Debt Ceiling Myths & FOMC Meeting Preview SEG-2: Retirement Risks from a Prolonged Market Pullback SEG-3: Why It's Important to Understand Bear Markets SEG-4: You Can't "Buy Low" if You Didn't "Sell High" -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money: FOMC Pre-Taper Market Review" https://www.youtube.com/watch?v=zCZKhjokF2o&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "March Market Mayhem Redux?" is here: https://www.youtube.com/watch?v=-3D2YkNtT9Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Register for the next virtual Lunch & Learn, "Climbing the Tax Deduction Ladder:" https://zoom.us/webinar/register/7216280153636/WN_bityRp72Rh-bQ5YS5YqH6A -------- 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/ #FOMC #FedTaper #ManagingRisk #FedMeeting #BudgetReconciliation #TaxImplications #Inflation #Markets #SP_5000 #Stocks #Trading #Rates #Money

NOTE: Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=zCZKhjokF2o&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 (9/22/21) There is much at stake as the Fed Meeting commences today, and markets anticipate Fed Chair Jerome Powell's comments this afternoon, before the trading day's conclusion: Will the Fed taper? When will the Fed taper? How much will the Fed tapering be--and what will be the Fed's caveats against tapering? Will buyers show up after the Fed's announcement? The big challenge is whether markets can get above resistance at the 20- and 50-DMA. Downside risk remains down to the 200-DMA, ande markets remain over-sold. NASDAQ volume is drying up, and a rally in FAANG stocks is needed. Emerging and International markets are sectors to avoid currently. Small- and Mid-caps also remain under pressure, under-performing, but trying to hold support at the 200-DMA. Keep an eye on risk exposure today, and we'll present some buying opportunities tomorrow. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/technically-speaking-the-market-cracks-as-bulls-failed-to-show/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #FedTapering #MarketLiquidity #Evergrande #Stocks #Trading #Rates #Money #Markets #Finance #S&P_5000

Monday's market "meltdown" achieved the predicted, eventual 5% correction; what's next? Why investors should move slowly from here--sell into the rally & don't panic. Previewing Fed Outlook & Expectations; The Risk of Government shutdown EOM. ------ SEG-1: Market Mayhem & Realities of Managing Risk SEG-2: Fed Meeting Preview SEG-3: Government Shutdown, Twitter Settlement, Pelosi Hypocrisy -------- Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO -------- Articles Mentioned in this show: https://realinvestmentadvice.com/technically-speaking-the-market-cracks-as-bulls-failed-to-show/ -------- Our Latest "Three Minutes on Markets & Money: Follow Up to Market Mayhem" https://www.youtube.com/watch?v=GPkXrFPP9rI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Why You Should do Nothing Today," is here: https://www.youtube.com/watch?v=8yiVf2M38Tw&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=214s -------- Register for the next virtual Lunch & Learn, "Climbing the Tax Deduction Ladder:" https://zoom.us/webinar/register/7216280153636/WN_bityRp72Rh-bQ5YS5YqH6A -------- 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/ #MarketTurmoil #ManagingRisk #FedMeeting #Evergrande #BudgetReconciliation #InsiderTrading #FedTaper #Inflation #Markets #SP_5000 #Stocks #Trading #Rates

NOTE: Watch the video version of this report by subscribing to our YouTube channel: https://www.youtube.com/watch?v=GPkXrFPP9rI&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 (9/21/21) Markets achieved the anticipated 5% correction with yesterday's gap from peak to trough, and a violation of the 50-DMA. Slow grind downward has worked off over-bought conditions. Was this really the "worst crash since May," as bleated by the press? There were certainly similarities, but about half of the morning's losses were reversed by bulls buying the dip. Is there going to be follow-through today...and what happened the last time we saw a sell-off? Markets must get past the 50-DMA today or tomorrow, or there's more risk to come: What will the Fed do; what happens with Evergrande; how will slowing economic growth, shrinking earnings, and a lack of liquidity weigh on investors' attitudes? Can we repeat March's rally above the 50-DMA? Failure at that point will trigger a test of the 200-DMA, and a potential correction of 10%--which would be completely normal, historically. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/technically-speaking-the-market-cracks-as-bulls-failed-to-show/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- 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 #FedTapering #MarketLiquidity #Evergrande #Stocks #Trading #Rates #Money #Markets #Finance #S&P_5000