The Real Investment Show Podcast

Stormy Weather in Texas; Tollway Fares Resume; Booking Airfares; Tommy's Stimulus Check; Dwayne's Boycott app; Education in Quarantine; the Result of Gov't Takeover of Public Education & Common Core Performance; China = 15% on Education, 2% on Housing vs US 15% on Housing, 2% on Education; Incentivizing performance at Schools, Enron, Wells Fargo; Re-Opening America @ 25% capacity; Pandemic Impact to Employment; rehiring skeleton crews; comparison to Spanish Flu; "I Bought It for the Dividend;" Faulty strategy - cannot control dividend, CAN control price to Buy/Sell; Capital Preservation;

Re-Opening Texas after Covid-19; Easiest Job & Most-difficult; Market Commentary - meager volatility; Congressional Hoopla over States & Municipalities' Needs: Should they go bankrupt? New Attitudes about debt; Fed expansion of role, lowering the bar; Students ready for Back-to-School; Central Bank Interventions & Consequences: 2% Growth, no inflation, productivity suppression; President after 2024 election will be socialist; Fed Meeting Preview: What Can They Say? Most aggressive monetary policy in history; doing the same as Japan, expecting different outcome; When Fed owns 80% of Market, market no longer exists.

Poll: Liquor Stores are Essential Businesses; Reopening America's small businesses: Re-cycling tax dollars to put people to work; debt used for non-productive purposes; Adley Stump/Coronavirus Clarifications, Pt-1; Keynes & Recession; Just because rates are low doesn't mean debt doesn't matter; Adley Stump. Pt-2; Cutting taxes at the wrong time; Debts & Assets and the issue of pay-back; Wiping out debts & assets; Adley Stump, Pt-3; Rising levels of deficits & debt; Fiscal Conservatism; Bail-outs for all vs bankruptcy for the weak

How we're adjusting to working in pandemic; markets response; Keeping emotions in-check; Danny's in Time-out; The Great Depression Mind-set Today; The Paradox of Thrift; Coronavirus impact on Houston Energy Co's; the importance of ROTH IRA's; Social Security as America's Pension - not what was intended; How to calculate primary benefits; How to make up the difference when benefits are cut; The Black Hole of Retirement: Pandemic is a foretaste;Re-thinking American Business, Globalism, & the Cost of Living; How we invest will be different;

The lure of low interest rates has resulted in an over abundance of zombie companies--particularly in the energy sector--which, without cheap money to prop them up, should have been allowed to wither and die; instead, they've created the glut of oil that is now choking markets in a tidal wave of crude. RIA Advisors Chief Investment Strategist Lance Roberts w Portfolio Manager, Michael Lebowitz, CFA discuss the harsh realities of what needs to happen next.

AOC on Working 70-hrs/wk; Oil Prices & Money Flow Indicator: How We're Managing Risk; Michael Lebowitz, Covid-free & Kickin': Oil Prices are a function of futures contract, not necessarily driven by demand; Historic Levels of Supply; US looking for others to cut production while we continue to drill & produce; Zombie companies should be allowed to fail; Harvard's about-face on TPP $; JP Morgan & Big Banks, FNMA FDMC: It's another banking bailout cloaked in something else.

"In 2008, when we didn't shut down the economy, earnings fell by 89%. How can S&P now make the claim that in the second quarter of 2020, with the economy paralyzed by pandemic, earnings should only drop by 10%??" RIA Advisors Chief Investment Strategist Lance Roberts insists there's still a lot to be worked through, and the risk to chasing stocks still outweighs the reward.

The Senate passes more money for small businesses, as state clamor to re-open, and a record number of new coronavirus cases are reported; there's no fiscal responsibility in Washington; Washing your food; Good Things Come from Bad Situations; Saving Money & Looking for deals; What Happens When Businesses Re-open? Who Are the Most Attractive Hires? How earnings estimates impact portfolios, and how S&P is getting it wrong. Rothschild 80-20 Rule

As credit markets continue to sop up the additional liquidity of the Fed, and companies with weak balance sheets line up to socialize their bad decisions, a review of how Capitalism was meant to be, where Winners win, Losers lose, and markets balance the scales as only markets can...and should.

TV Shows and Quarantine; Oil Prices & Trading: Running Out of Storage is bigger problem; Commodities have been foretelling of weaker economy; the Earnings Crash; What Constitutes a Rally? (If things were really better, everyone would be involved). Money flow into markets is still weak; That's Capitalism - The Coming Earnings Crash; Credit Markets are Absorbing Fed Liquidity; Winners win, Losers lose--until 2008; now public bails them out. June Oil Futures; Energy as important component of economy: Ex. N. Dakota Drilling; This is not just a virus; Markets need to be allowed to function.