The Real Investment Show Podcast

SEG-1: Retirement: Qualitative vs Quantitative SEG-2: Dealing with Inflation in Retirement SEG-3: Jerome Powell: Sell vs Taper? SEG-4: Target Date Funds; Crypto currency & CoinBase -------- Senior Advisor, Danny Ratliff, CFP, w/Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/inflation-making-the-complex-simple-part-2/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Lunch & Learn: https://zoom.us/webinar/register/4416178232758/WN_CGqIawZISGO3kP0QaYeaXg -------- 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/

NOTE: Watch the video version of this podcast on YouTube: http://www.youtube.com/c/TheRealInvestmentShow Lance Roberts and Michael Lebowitz are always talking about "Fed Grammar," as they monthly parse the pontifications of Fed Chairman, Jerome Powell, and his Fed Governors. Michael explains what they DIDN'T teach him as he was earning his CFA ticket, and why verbs and adjectives, as uttered by the Federal Reserve, are vital to investors. - Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/zen-and-the-art-of-risk-management/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://attendee.gotowebinar.com/rt/8951325785758668555?source=YouTube -------- 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/

SEG-1: What's Driving Inflation vs. Deflationary Pressure SEG-2: Coinbase IPO & The Race to the Bottom SEG-3: NFIB Report Review: Economic Exuberance vs Reality SEG-4: Economic Reports; Congress' Access to Information -------- Chief Investment Strategist Lance Roberts, CIO -------- Articles Mentioned in this show: https://realinvestmentadvice.com/payment-for-order-flow-the-fleecing-of-the-retail-investor/ https://realinvestmentadvice.com/inflation-making-the-complex-simple-part-2/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Lunch & Learn: https://zoom.us/webinar/register/4416178232758/WN_CGqIawZISGO3kP0QaYeaXg -------- 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/

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (4/14/21) Markets' advance ahead of Earnings Season for strongest gains in recent memory; money flow signals, however, are back to over-bought levels, in a catch up rotation; value trade rotation appears to be over, as money flows back into stocks that have a reliability of earnings growth in a weaker economic environment. Rising interest rates and a stronger dollar are not good news for emerging markets. Possible to see another corrective move over the next couple of weeks - RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/technically-speaking-is-the-end-of-the-value-trade-near/ -------- 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

The next round of corporate earnings reports are set to begin later this month. The issue of how to tell companies' fiscal story to attract would-be investors, while placating regulators is an age-old war of ying and yang, made a little more confusing by the allowance of Performa Earnings vs GAP Earnings methodologies. Lance's tracking of the numbers sheds an interesting light on what we may see in a few weeks, and posits the question of whether the prices we're being asked to pay is really worth it. - Chief Investment Strategist Lance Roberts, CIO -------- Articles Mentioned in this show: https://realinvestmentadvice.com/fundamentally-speaking-earnings-optimism-explodes/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Lunch & Learn: https://zoom.us/webinar/register/4416178232758/WN_CGqIawZISGO3kP0QaYeaXg -------- 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/ #Stocks #Investing #FinancialAdvisor

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (4/13/21) 2021 Earnings Estimates are now being pegged at $158/share--an astounding recovery from the end of 2020's 4th Quarter, where earnings were in the $90-range...but that's lower than the projected earnings estimate at the beginning of 2020. We're paying more per value than the actual earnings would justify! Expectation are exceptionally high at a time of peak pricing. Changes to estimates and outlooks have a lot of impact. CPI is expected to be strong, which could alter Fed plans for QE tapering, and a rise in interest rates: That will have an impact on economic growth. - RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/fundamentally-speaking-earnings-optimism-explodes/ -------- 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

NOTE: Watch the video version of this report by subscribing to our YouTube channel: http://www.youtube.com/c/TheRealInvestmentShow (4/12/21) Markets weaker following Jerome Powell's comments on the Sunday talk shows; now are extremely over-bought. Investors now have the highest asset allocation to equities since the Dot Com Crisis. Money flow indicators have been extremely positive following portfolio rebalancing at the end of March, leading to "re-investment" process for the past two weeks, which is now showing weakness. Money Flow indicators are back up to previous highs, typically leading to consolidation in the markets. We're now in the prelude to the next round of earnings reporting; watch Dollar for next buying signal, and interest rates as they begin to fall. - RIA Advisors Chief Investment Strategist, Lance Roberts -------- Articles mentioned in this report: https://realinvestmentadvice.com/market-surges-back-to-overbought-as-investors-go-all-in-04-10-21/ -------- 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: Coffee Infrastructure, Chucky-Cheese Birthdays, & Post-Pandemic Planning SEG-2: Looking at Retirement Through a Different Lens SEG-3: Working at Buc-cee's; Why Dave Ramsey is Wrong SEG-4: Working Post-pandemic -------- Director of Financial Planning, Richard Rosso, CFP, w Senior Advisor, Danny Ratliff, CFP -------- Articles Mentioned in this show: https://realinvestmentadvice.com/the-post-pandemic-retirement-survival-guide-part-1/ https://youtu.be/rMBdk576JL8 (This is the Randy Lemmon "Revive Your Garden" webinar) https://www.ramseysolutions.com/retirement/401k-vs-pension-for-retirement (This is the article we critique in today's show) -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://attendee.gotowebinar.com/rt/8951325785758668555?source=YouTube -------- 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/

This is a companion segment to the article(s) written by Michael Lebowitz (see link below); despite what the government wonks tell us about "no inflation," a quick visit to the grocery store or the gas station refutes that narrative. The real source of inflation is the devaluation of the Dollar, which requires more money to purchase goods. What what happens when money takes on an "expiration date," as the Chinese are considering imposing on their digital Yuan? - Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/inflation-making-the-complex-simple-part-1/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://attendee.gotowebinar.com/rt/8951325785758668555?source=YouTube -------- 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/

SEG-1: Raising Taxes to Pay for Spending...Riiight SEG-2: The Indirect Bailout of Banks SEG-3: Inflation: Making the Complex Simple SEG-4: Earnings Growth Estimates vs Reality -------- Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA -------- Articles Mentioned in this show: https://realinvestmentadvice.com/inflation-making-the-complex-simple-part-1/ -------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- Register for the next Candid Coffee: https://attendee.gotowebinar.com/rt/8951325785758668555?source=YouTube -------- 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/