The Real Investment Show Podcast

Speculation over this week's Jobs Numbers; Weak manufacturing indexes do not bode well for the Fed; evidence abounds that the rate of economic growth is stalling here and in China. Who buys the debt issued by the Fed? What was the real reason for Quantitative Easing. How San Francisco ruined itself; the myths of "economic equality;" The Fed's biggest problem: Inflation. ------ SEG-1: Why Jobs Reports Matter to the Fed SEG-2: The Correlation between China and US Manufacturing Indexes SEG-3: What Really Happens to the Deficit? SEG-4: How Public Policy Ruined San Francisco -------- Hosted by Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/valuations-are-extreme-even-with-rose-tinted-glasses https://realinvestmentadvice.com/the-elephant-they-dont-want-you-to-see/ -------- Our Latest "Three Minutes on Markets & Money: Stocks on the Move" https://www.youtube.com/watch?v=QWrHKGNkVvc&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=1s -------- Our previous show, "Will It Be a September to Remember?" is here: https://www.youtube.com/watch?v=OiXLUHcKUMs&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=3 -------- 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/ #DeltaVariant #FedTaper #S&P_5000 #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Inflation #Pandemic

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (9/2/21) Stock movement worth noting today include Apple, as money crowds into larger-cap names; DocuSign reports after the bell today, and you'll either get a big drop, or see a nice pop. Broadcom and semi-conductors have been doing well lately; this company will announce earnings after the bell, as well; American Eagle Outfitters, part of the retail discretionary sector. Their earnings report after the bell is expected to disappoint. Financials have been performing better of late, but we're expecting to see more weakness in this sector in coming months. - 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/ #Fed #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Finance

Markets remain over-valued, with Apple making up an inordinately large percentage of the market; How half-penny trading may further the "gamification" of retail trading; how will El Salvador's Bitcoin currency experiment fare? How to reform Social Security--and why we'll never vote for it. ------ SEG-1: Valuations Are Still Extremely High SEG-2: Half-penny Trades & Gamification of Trading SEG-3: El Salvador's Bitcoin Currency Experiment SEG-4: How to Reform Social Security -------- Hosted by Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor, Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money:" https://www.youtube.com/watch?v=Pqm82_5-Duo&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Fed Taper Episode" is here: https://www.youtube.com/watch?v=ALZaXTLV_8A&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=3 -------- 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/ #DeltaVariant #FedTaper #S&P_5000 #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Inflation #Pandemic

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (9/1/21) Major Markets starting a new month following the S&P setting of 55 new records in 2021...fo far. Seven consecutive months of positive results begs the question--what's next? NASDAQ performance has mirrored the S&P, thanks to FAANG stocks making up more than 50% of the index. Emerging markets, however, are well confined, offering no reason for additional exposure. The continued supply crisis is weighing on export-focused companies in this sector. International markets are looking somewhat better, not hurting, but not helping you, either. Small Caps not doing much so far; Mid Caps look a bit better, but not much. Liquidity remains a reall issue for investors. - 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/ #Fed #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Finance

The Market is staged to set a seventh month of gains...unless it crashes today. "If I was the Fed..." Chances are great they'll make a mistake; the negative-multiplier effect of deficits; Investors are "in" thanks to rising prices, not valuations; The Fed's inflation "concerns;" ------ SEG-1: If I was the Fed... SEG-2: The Fed's Conundrum SEG-2: Crack-dealing Federal Reserve -------- Hosted by Chief Investment Strategist Lance Roberts, CIO -------- Our Latest "Three Minutes on Markets & Money:" https://www.youtube.com/watch?v=lct6PuOFU6s&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=81s -------- Our previous show, "Christmas Preview Episode" is here: https://www.youtube.com/watch?v=c8cSRdwrUvQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=159s -------- Articles Mentioned in this show: https://realinvestmentadvice.com/technically-speaking-the-bulls-warn-the-fed-not-to-taper/ -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=3 -------- 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/ #DeltaVariant #FedTaper #S&P_5000 #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Inflation #Pandemic

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (8/31/21) Markets sustaining 7 sequential months up positive results--if they don't crash today! This is a function of high-complacency and $120-billion monthly in artificial liquidity. Where's the action? Companies like Apple, Google, Microsoft, where liquidity is high and money can hide. Apple's market cap is now equal to 10% of the US Economy. Market breadth still remains narrow, advancers and decliners remain weak--all suggesting a very stretch market that's primed for correction. - 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/ #Fed #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Finance

Have you started your Christmas shopping yet? Supply chain disruptions may be the Grinch that steals Christmas 2021. No surprise from The Jackson Hole Summit: No tapering, yet; Consumer Sentiment is at lows seen at the start of COVID Pandemic; Will the Fed repeat the same policy mistakes? ------ SEG-1: Aftermath of Hurricane Ida & Toy Shortages at Christmas SEG-2: Bitcoin as a Savings Vehicle SEG-3: The Jackson Hole Summit Recap SEG-4: Policy Mistakes the Fed Keeps Making -------- Hosted by Chief Investment Strategist Lance Roberts, CIO -------- Our Latest "Three Minutes on Markets & Money:" https://www.youtube.com/watch?v=Y90fuhfPmK4&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1 -------- Our previous show, "Financial Fitness Friday" is here: https://www.youtube.com/watch?v=2WdzhtUS74g&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 -------- Articles Mentioned in this show: https://realinvestmentadvice.com/japanization-the-sp-500-is-tracking-the-nikkei-of-1980/ https://realinvestmentadvice.com/fed-says-taper-is-coming-bulls-hear-no-taper-now-08-27-21/ https://realinvestmentadvice.com/when-is-the-next-bear-market-3-things-will-tell-you/ -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=3 -------- 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/ #DeltaVariant #FedTaper #JacksonHoleSummit #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Inflation #Pandemic #Christmas #ToyShortage #HurricaneIda

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (8/30/21) Bulls are excited by Jackson Hole remarks about tapering later this year, but no rate hikes in sight. However--each sell off has been accompanied by drop in volume, indicating internal weaknesses in the market: Breadth is weak, volume is weak, volatility remains compressed. Major market capitalization stocks--Apple, Amazon, Facebook, Google--are the stocks into which investors are crowding. What happens when sentiment changes? The last time we saw similar market behavior was 2017...and don't forget what happened in 2018, with lots of volatility and a 20% sell off when the Fed dropped interest rates. The problem now is the Fed is backed into a box with an inability to expand QE or lower interest rates. But markets remain bullish. The 50-DMA will be the bellwether for the next big correction. - 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/ #Fed #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Finance

The Jackson Hole virtual summit convenes to solve the problems of the world. Not. Risk Management vs Risk Dilution: It's a thing. The Myth of Diversification & Reality of post-pandemic consumer spending; the cost of healthcare; our 4th-Quarter Financial Checklist. ------ SEG-1: The Myth of Diversification SEG-2: Eating Your Way to Longevity & The Cost of Healthcare SEG-3: 4th Quarter Financial Checklist -------- RIA Advisors Director of Financial Planning, Richard Rosso, CFP w Senior Advisor Danny Ratliff, CFP -------- Our Latest "Three Minutes on Markets & Money:" https://www.youtube.com/watch?v=0qztHlVV8Ns&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=42s -------- Our previous show, "Delta Variant Episode" is here: https://www.youtube.com/watch?v=zccmnQ4knO8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=32s -------- Register for the next Retirement Right Lane class: https://realinvestmentadvice.com/evrplus_registration/?action=evrplusegister&event_id=3 -------- 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/ #DeltaVariant #FedTaper #JacksonHoleSummit #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Inflation #Pandemic

Is America's withdrawal from Afghanistan the Black Swan Event that will trigger a market correction? The Jackson Hole Summit goes virtual thanks to the Delta Variant of COVID; inflation and interest rates are Jerome Powell's conundrum; Fed governors want to taper sooner than later; a new house band replaces Leo Moracchioli; Stevie Nicks pulls out of ACL Fest, Stock Buy Backs are back! ------ SEG-1: Is Delta Variant an Excuse to Delay Taper? SEG-2: Delta Variant, Real Inflation, & Jerome Powell's Conundrum SEG-3: Stevie Nix & The Bollinger Band, and Shutting Down the World -------- Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Today's Three Minutes on Markets & Money: https://www.youtube.com/watch?v=0qztHlVV8Ns&list=PLVT8LcWPeAujOhIFDH3jRhuLDpscQaq16&index=1&t=42s -------- Our previous show, "The Meme Stocks Episode" is here: hhttps://www.youtube.com/watch?v=WKtIKO-cjds&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s -------- Articles Mentioned in this show: https://realinvestmentadvice.com/the-elephant-they-dont-want-you-to-see/ -------- 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/ #DeltaVariant #FedTaper #JacksonHoleSummit #Bitcoin #Gold #Stocks #Trading #Rates #Money #Markets #Inflation #Pandemic