The Real Investment Show Podcast

The COVID-19 outbreak is the catalyst warned about months ago--even though we didn't know exactly what form that catalyst would take. Even though...no one wanted to hear it. Portfolio Manager Michael Lebowitz, CFA w RIA Advisors Chief Investment Strategist, Lance Roberts, note the expected (in)effectiveness of Fed attempts to staunch the blood letting.

Losing our options w COVID-19; Markets sustain worst quarter losses in (120-yr) History; Michael Lebowitz: Domestic Situation No One Has Seen in Our Lifetime; Worsened by too much debt; Coronavirus is catalyst; Fed's Response; Commodity Prices are Tell-Tale Signs of Weak Economy; Credit Markets are Broken, but not not-functioning; Why Carnival Cruise Lines is Dead Man Walking.

Now that all of the air has been let out of the markets, it's an interesting study to examine what financial advisors are too late telling their clientele. RIA Advisors Chief Investment Strategist, Lance Roberts, w Certified Financial Planner, Danny Ratliff, CFP, parse the facts.

The Virtual Happy Hour & Shopping w Shipt; Economic Data is About to Get Really Bad; Danny Ratlif on How To Respond to Economic Crisis; What Financial Advisors are Telling You Now (What you should and should not do); The Fastest Bear Market in History; Energy News is not looking good.

Some market pundits are already forecasting miraculous comebacks from the coronavirus-triggered economic "slump;" RIA Advisors Chief Investment Strategist, Lance Roberts, says, 'not so fast.' Here's why...

What if they made a Coronavirus Movie? What a Comeback Will Look Like; How We're Coping with Covid-19; Previewing Jobless Claims vs Continuing Claims; The Spike in Unemployment; Timing is Key; How Covid-19 is Impacting Quarterly Reporting; Feedback Loop on Economy; On-line Happy Hour; Pre-Covid Fads; Coronavirus shake-out of Weakest Businesses; Covid-19 is the Catalyst We Warned You About

Why are we not surprised NO banks have failed during this latest crisis? RIA Advisors Chief Investment Strategist Lance Roberts, w a preview of our Virtual Economic Summit (4/2/20 Release), the lighter side of Quarantine, and the risk Capital One is facing in Energy investments.

When we emerge from our Coronavirus Caves; Netflix and Johnny Tiger; Federal Stimulus aid going to the wrong places; Easter Bunny Unemployed; First Time Unemployment Claims; CEO Confidence & the discovery of streamlining; "Virtual Investment Summit tease; "This Time It's Different?" No banks have failed; What's in Capital One's Wallet? Your tax dollars; Coronavirus & Oil Prices; Energy Debt = High Risk = Triple-C; the Sweet Spot for Oil Prices = $40-60/bbl.

Living in Quarantine; Managing Portfolios in Troubled Times; The Paradox of Thrift; The Tailwinds of Stock Buy Backs are Gone; Economic Summit tease; Working From Home; Re-Defining Net Worth; Opportunities for People w Cash; Responses & Reactions to Covid-19; Bear Stair-stepping Down; Paradox of Thrift on Corporate Side

The Coronavirus-15; The Fed's Re-inflation of Bubble as markets form a temporary bottom; Virtual Economic Summit tease; Michael Lebowitz - Where Money Comes From, and where does it go? What QE Does; Will additional debt be Investment-grade or Junk? QE is all about inflating asset prices; what about confidence? Where Do Investors Go from Here? Downsides and Upsides; anticipation of Unemployment and Jobless Claims like it's 1930 again.