The Real Investment Show Podcast

Covid Traffic; Biggest Risk to Recovery is Secondary Infections; the Fed's temporary fixes vs long-term solutions; Michael Lebowitz: The Bond Market is working better than Stocks; Did the Fed over-react to Covid? The Fed as ultimate arbiter of fixed rates vs free market; long term consequences; The Ides of May; heading into summer months; what we're doing w portfolios; compression of treasury yields;

Ever wonder why, when the Government issues its Cost of Living Index reports, it never seems to match what YOU'RE spending on stuff you buy? RIA Advisors Chief Investment Strategist, Lance Roberts, and Certified Financial Planner, Danny Ratliff, CFP, explain the shenanigans the Gov't goes through to justify the numbers it wants you to see.

Los Angeles shut down another 90-days; Market Response; CPI Deflationary despite jump in grocery prices; Nancy Pelosi's Trillion-dollar Giveaway (US Deficit/GDP now bigger than Greece's); Great Reset Webinar tease: Retires & Under-employed; Pelosi spending is MMT in action; Economic Shutdown & CPI: How inflation affects retirees; CPI-W vs CPI-E explainer; How We Calculate Inflation; Real CPI is +6%; Social Distancing, floor decals, standing on the x; Why Changes Must Come to SS (but no one wants to); Decision to take SS early vs benefit of wait until 70;

Don't think there's anything cronyistic (that's a word we just made-up) about the relationship between the Federal Reserve and the Wall Street financial guys? RIA Advisors Chief Investment Strategist, Lance Roberts, describes how the Fed has created a cozy little relationship for BlackRock to sit on...er, manage cash for the government at a healthy fee...virtually in perpetuity, according to the Fed's own memorandum. This. Will. Make. You. Mad. * Special thanks to the Estate of George Carlin for the excerpt from his February 1999 performance and commentary on Germs (yes, it's all connected...)

Global Warming and Stay-at-Home; Dr. Fauci's Stark Warning & The Second Wave; no vaccine/therapy until late 2021; Re-opening the Economy; George Carlin on Germs, Immunizations, and Immunity; Credit vs Stock Markets; how the Fed has intervened; no problem with Investment-grade (IG) Bonds; how Boeing solved its own problem; Sports Addicts, NASCAR, Baseball, Little League, NFL; going back to school, school taxes; Treasury making up for tax revenue shortfall; Lance's Dad/Surviving the '60's; How the Fed will buy bonds; Cronyism at The Fed: Powell, Mnuchin, Fink/Blackrock; the arrangement to never end.

There is a correlation between market performance and the economy, despite the divergent action of recent weeks during the COVID-19 Pandemic. RIA Advisors Chief Investment Strategist Lance Roberts parses the numbers in the latest Labor Dept. report on Unemployment, and posits chilling questions about the results as presented---and asks who's NOT being included in the tally?

Mother's Day & Social Distancing; Jobs Report & Lessening Need for Comm'l Real Estate, Workers; post-Covid Retail Sales; The Stock Market Isn't the Economy? Correlation Between Economic Growth and Stock Valuation; the Staggering Unemployment Report; Jump in NILF Numbers; How We Got here: NYT front page; Calculating Jobs w/out Population Growth; Who's not being counted; the Credibility of the WHO; Tanzanian Covid Test; "The Black Mirror" and tracking kids w apps; Data scams; cannot have Financial, privacy security and convenience.

Market Commentary as Consumers are taken out at the knees by pandemic and draconian government responses; Everyone is going to live smaller; how to appropriately invest; Mask-Match dating; The Great Reset Webinar tease; financial needs; the definition of "Under-employment;" Webinar tease; What We Were Being Told--financial advisors now changing their tune; Financial Cushions; CARES Act will be with us forever; Take-home Tips: Pen and Pad to Make a Budget; re-prioritize spending; no longer buying new; Paradox of Thrift; slower pace of living;

Which is more troubling--the fact that we matched all of 2019's Treasury debt ($1-Trillion) in April 2020, or the fact that no one has a clue how we're going to pay it all back? RIA Advisors Chief Investment Strategist, Lance Roberts, w Portfolio Manager, Michael Lebowitz, CFA

Jobless Claims preview; Small Businesses/Dallas a la Mode Salon owner jailed; Jobs Report will be staggeringly bad; Market Breadth has been very poor; Michael Lebowitz - Spring in MD; Blue Angels & Beck's Prime - Restaurants in Recovery; Growth is different from Absolute Numbers; Record High vs Record low Employment; Jobs, Job losses, Consumer Spending & Savings Rates; inability to spend; Gov't Data skewed by top 5-10%; Drop in Tax revenues; Government Spending vs income; Explaining the Dollar Shortage; China Trade Tensions Growing; Who buys the debt the Fed is creating? Japan as microcosm - GDP static since 1990.