The Real Investment Show Podcast

The Fed's walking a tightrope of zero interest rates and continuing quantitative easing, and something's got to give. Unfortunately, the Fed has painted itself into a corner, and will be forced to begin tapering their debt purchasing. That the Fed has distorted the inflation market with their purchases of TIPS, the overnight borrowing rate, and even the mortgage market, is obvious. What's driving this behavior is the proliferation of cheap money. When will it all end? Sooner than some may think... -------- - Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/two-pins-threatening-multiple-asset-bubbles-part-ii/ https://realinvestmentadvice.com/technically-speaking-warning-signs-a-correction-is-ahead/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Lunch & Learn on Long Term Care, June 24,2021: https://zoom.us/webinar/register/8016208387258/WN_swKrCtWJQ5KzeYUk-g8zTw ------- 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/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

SEG-1: Historic Correlation of Inflation to Valuation SEG-2: Signs of Late-stage Market Exuberance SEG-3: How the Fed Has Distorted Markets SEG-4: Who Owns the Stock Markets? -------- - Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/two-pins-threatening-multiple-asset-bubbles-part-ii/ https://realinvestmentadvice.com/technically-speaking-warning-signs-a-correction-is-ahead/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Lunch & Learn on Long Term Care, June 24,2021: https://zoom.us/webinar/register/8016208387258/WN_swKrCtWJQ5KzeYUk-g8zTw ------- 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/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (6/10/21) Markets are close to turning on money flow signals, as expected heading into Summer, increasing the potential risk for correction. NASDAQ is also very extended, and close to triggering sell signals. Emerging Markets are already on a sell-signal, Indutrialized International may have already peaked. Mid-cap and Small-caps stuck in a two month long consolidation range, but closing in on a sell signal. All the markets that ran up together are now set up for correction together. - 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/ #Stocks #Money #Finance

SEG-1: Early Christmas Shopping; Market Commentary SEG-2: Raising Kids, Dubers, & Financial Education SEG-3: Why We Don't Like 401-K Plans SEG-4: CPI Index in Economic Recoveries -------- - Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Advisor Danny Ratliff, CFP -------- Articles Mentioned in this show: https://realinvestmentadvice.com/technically-speaking-warning-signs-a-correction-is-ahead/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Lunch & Learn on Long Term Care, June 24,2021: https://zoom.us/webinar/register/8016208387258/WN_swKrCtWJQ5KzeYUk-g8zTw ------- 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/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (6/9/21) Where is the risk in the markets? In the S&P 500, pay attention to money flows, and watch what's happening to the Amazon trade in Discretionary stocks, as stimulus money goes away, and retail spending wanes. Energy stocks have been a big winner; now it's time to take some profits here, as well as in Real Estate, which continues to perform well. Note the movement of interest rates later in the year, however. Industrials & Financials are also of interest: not as much infrastructure investment as thought; money flows are deteriorating, likely setting up gfor a summer 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/ #Stocks #Money #Finance

Headlines, "Vaccination rates slow..." is a function of math and demographics; there are warning signs that things may be "as good as they're going to get," as markets reach a peak of performance, and there's no where to go from here but down via market correction. -------- - Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this show: https://realinvestmentadvice.com/technically-speaking-warning-signs-a-correction-is-ahead/ https://realinvestmentadvice.com/macroview-yellen-the-big-push-to-offshore-us-labor/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Lunch & Learn on Long Term Care, June 24,2021: https://zoom.us/webinar/register/8016208387258/WN_swKrCtWJQ5KzeYUk-g8zTw ------- 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/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

SEG-1: Why Global Taxation is a Non-issue SEG-2: Headlines, Vaccines, & Economics SEG-3: Why Markets are Ripe for Correction SEG-4: Costs & Consequences of Killing the Oil Industry -------- - Hosted by RIA Advisors Chief Investment Strategist Lance Roberts -------- Articles Mentioned in this show: https://realinvestmentadvice.com/technically-speaking-warning-signs-a-correction-is-ahead/ https://realinvestmentadvice.com/macroview-yellen-the-big-push-to-offshore-us-labor/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Lunch & Learn on Long Term Care, June 24,2021: https://zoom.us/webinar/register/8016208387258/WN_swKrCtWJQ5KzeYUk-g8zTw ------- 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/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (6/8/21) A plethora of indicators show risks in the markets outweigh the benefits: almost all metrics show an over-extension at a time when we're getting the economics at a peak level: The underpinnings of Fundamentals, Earnings, and Economics are all back to very high levels, year-over-year. Remember what last year was like?? Yet, valuations remain very stretched. There are always opportunities in the market, if you know where to look: Buy signals are elevated, and ready to turn. This all suggests a peak of activity, and increased risk of correction in the near term. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/technically-speaking-warning-signs-a-correction-is-ahead/ -------- 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/ #Stocks #Money #Finance

SEG-1: Janet Yellen's Pro-Inflation Stance SEG-2: The Post-COVID Jobs Conundrum: Getting Workers Back to Work SEG-3: Hiring Workers: Salary-plus? SEG-4: Benefits vs Liabilities of Offering a 401-K -------- - Hosted by RIA Advisors Chief Investment Strategist Lance Roberts w Retirement Plan Consultant, Tom Allen, AIF, QKA, CPFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/have-stocks-already-priced-in-the-economic-boom/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- REGISTER for our next Lunch & Learn on Long Term Care, June 24,2021: https://zoom.us/webinar/register/8016208387258/WN_swKrCtWJQ5KzeYUk-g8zTw ------- 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/ #TheRealInvestmentShow #LanceRoberts #RIAadvisors

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (6/7/21) Markets remain trapped in a consolidation process and retracement to all-time highs. Upside is limited as money flow buy-signal becomes over-bought, and is ready to flip. Money flows have sharply deteriorated through markets' advance, and are setting up for a correction of between 5% and 10%. Multiple levels of support exist, just below current prices. Bonds are telling a different story: Indicators are showing lower yields, which may have peaked, with slower rates of economic activity later this year. - Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/have-stocks-already-priced-in-the-economic-boom/ -------- 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/ #Stocks #Money #Finance