Shows / The Real Investment Show (Full Show)
The Real Investment Show (Full Show)
Here reside the full, unadulterated audio files from the daily episodes of The Real Investment Show
Episodes
The Real Investment Show (Full Show)6 -28-24 Ten Steps, Ten Years To Retirement
Why are Markets and the real economy mal-aligned? A tale of two parties in how Americans are faring financially. Re-thinking frivolous spending: How we blew…
The Real Investment Show (Full Show)7-1-24 The Confidence Dichotomy
The Supreme Court strikes down the Chevron Deference that allowed government agencies to dictate policy, bypassing Congress. This may be the biggest decision…
The Real Investment Show (Full Show)6-27-24 Market Downtrend - Understanding Snowball Effects And The Role Of The Fed
Wrapping up the month of June, and the start of a new Quarter in July: Expect market volatility. Micron's miss will weigh on tech sector. Analysts' estimates…
- The Real Investment Show (Full Show)
6-26-24 The Irony In Consumer Confidence
Pre-debate, Consumer Confidence, and a rally for Nvidia: earnings preview & market commentary: How long can markets remain over-bought? Investors' common…
- The Real Investment Show (Full Show)
6-25-24 Is S&P 6,300 Outside The Realm Of Possibility?
Fed speakers are out this week, talking the same game. Lance examines corellation between the Chicago Fed National Activity Index and economic growth, and what…
- The Real Investment Show (Full Show)
6-24-24 Avoid These Common Trading Mistakes
Market volatility closed out last week, as investors prepare to wrap June and Q2 business. Triple-witching Friday added to the excitement, and markets remain…
The Real Investment Show (Full Show)6-24-4 Could Tax Policy Shrink The Economy?
Markets are performing the job of the Fed; is the economy stronger? Rich & Jon look at the "Olive Garden economic indicator: Who's dining out, and who is…
- The Real Investment Show (Full Show)
6-20-24 Debunking Dollarization - Why The Dollar Is Stronger Than Ever
Will markets exhibit the typical summer weakness? Prepping for the election outcomes; correction coming now and later. Preview of housing numbers and initial…
- The Real Investment Show (Full Show)
6-19-24 Retail Sales Disappoint
Wall Street is closed today in observance of Juneteenth; we predict markets will be flat today. Retail Sales disappoint. Our analysis: Economy is slowing…
- The Real Investment Show (Full Show)
6-18-24 Is Bullishness On The Rise?
Markets are trading in a holiday-shortened week, thanks to the Juneteenth Holiday Wednesday. 50% of companies are now in stock buy back blackout period. Retail…
- The Real Investment Show (Full Show)
6-17-24 Interest Rates - Is A Multi - Decade Increase On The Horizon
Will "Sell in May & Go Away" repeat this summer? Will Wall Street 'de-risk" ahead of presidential election? Economic data continues to weaken and consumer…
The Real Investment Show (Full Show)6 - 14 - 24 Dealing With The Squishy Side Of Retirement
Parsing the economic data; Bonds vs ETF's; how bond pries and interest rates move; couting on the income. Danny & Jonathan address YouTube chatroom questions…
- The Real Investment Show (Full Show)
6-13-24 Federal Reserve And BLS Labor Data Discrepancies Explored
June is half-over, and the stock buy back blackout begins today, removing that source of activity from the market. Economic data points continue to weaken, but…
- The Real Investment Show (Full Show)
6-12-24 Managing Risk And Return With Individual Treasury Bonds
It's Fed Day and Inflation Day: The FOMC meeting commences, and inflation in May cooled a bit. What will the Fed's Dot Plot show? Rate cut expectations are…
- The Real Investment Show (Full Show)
6-11-4 How The 60 - 40 Investment Strategy Works For You
Markets are essentially in stasis until after tomorrow's conclusion of the FOMC meeting. Market enthusiasm is similar to that seen in 2000, but there are a few…
The Real Investment Show (Full Show)6-10-24 Rising Unemployment Rate -A Possible Recession Indicator
Employment Report Headlines are stronger than the underlying data shows; economic activity is slowing, but markets remain upbeat. Markets have been quiet…
The Real Investment Show (Full Show)6-7-24 How To Maximize Your Severance Package
The D stands for Donuts: It's International Donut Day; Buc-Cee's Donuts & Jerky; Can a Texas Stock Exchange survive? JR weighs in. NYC's economic suicide; the…
- The Real Investment Show (Full Show)
6-6-24 Small Caps And Mid Caps Timing Your Investments Post - Economic Slowdown
D-Day commemorations top the day; ISM report shows a big jump, but input prices and employment weakened. The data does not (yet) support thesis for Recession…
- The Real Investment Show (Full Show)
6-5-24 Could Roaring Kitty's Wealth Top $1 - Billion?
More weak economic data from the Atlanta Fed; semiconductors are outperforming software stocks, 3:1; look for consolidation in that sector. Domestic stocks are…
- The Real Investment Show (Full Show)
6-4-24 The Dangers Of Market Timing - Why You Might Lose Out
Launching June market trading and looking ahead; the continuing saga of E*Trade and Roaring Kitty, GameStop. Economic data continues to weaken; expectations…
- The Real Investment Show (Full Show)
6-3-24 The Momentum Chase Is On
Markets start the month with support sustained at the 20-DMA, although consumer spending is weakening, with retrenchment in Restaurants. Inventories are high…
The Real Investment Show (Full Show)5-31-24 Should You Borrow Against Your 401k?
With weaker economic data trickling in, are Fed rate cuts coming sooner than later? What's the deal with 401k's? The best way to take money out of a 401k…
- The Real Investment Show (Full Show)
5-30-24 How To Benefit From The Coming Power Grid Expansion
Houston is finally #1 in something: Home Foreclosures; Q1 economic data suggests conflict with narrative the economy is doing fine vs anecdotal evidence. The…
- The Real Investment Show (Full Show)
5-29-24 Corporate Greed Is Not The Cause Of Inflation
It's all about the Fed, never mind the fundamentals. markets have gone essentially nowhere, driven almost entirely by Nvidia. Markets are close to a short-term…
The Real Investment Show (Full Show)5-24-24 What If I Get Named Executor Of An Estate?
Markets falter; Nvidia and Cracker Barrel keeping up with the times; the Fed's impact on Markets: Could rates actually go back up? How spending habits are…
- The Real Investment Show (Full Show)
5-23-24 Who Will Profit Most From The Next Tech Boom
Markets sold off on release of the latest FOMC Meeting minutes, which are a sanitized, finely-crafted version of what went on behind closed doors. The…
- The Real Investment Show (Full Show)
5-22-24 Why The Dot-Com Crash Feels Like A Distant Memory To Investors
All eyes are on NVDIA's quarterly report: Why did we trim our position? How might this company disappoint investors? It's all about the guidance. FOMC Meeting…
- The Real Investment Show (Full Show)
5-21-24 The Risk of Relying on Benchmarking
During ripping bull markets, investors often start benchmarking, comparing their portfolio’s performance against a major index; most often, the S&P 500 index…
- The Real Investment Show (Full Show)
5-20-4 Disinflation Remains The Bigger Risk
NVDIA & Fed speakers are in the spotlight this week; stock buyback are running higher than normal. The risk of recession; when will the Fed cut rates? Durable…
The Real Investment Show (Full Show)5-17-24 How Long Will You Live
Houston hit with tornadic storms; everything is going up: Stocks, Bonds, Gold...The Crypto Proposition: Brokers are like lemmings. Every investment is a story…
- The Real Investment Show (Full Show)
5-16-24 It's A Mistake To Be Entirely Out Of Equities
Markets hit all-time highs with softer CPI: The biggest contributor was decline in Homeowners' Equivalent Rent. Markets are now anticipating two rate cuts this…
- The Real Investment Show (Full Show)
5-14-24 The Bull Is Back
Roaring Kitty is back with resurgence of GameStop stock; the insanity returns. Jerome Powell already knows the CPI numbers for tomorrow: What are markets…
- The Real Investment Show (Full Show)
5-13-24 Bounce Back Ends April Correction
Markets' bullish trend continues; no reason to be sitting in cash now. Economic data is proving to be a mixed bag. Consumers' creativity for accessing funds…
The Real Investment Show (Full Show)5-10-24 Will Social Security Last Past 2035
Earnings preview & economic reports: The wisdom of writing a market journal. Will markets produce an 8th day of gains? Current trading strategioes; the animal…
- The Real Investment Show (Full Show)
5-9-24 Finding The Next Apple Using Buffett's Logic
Is the pig really out of the python? (Excess savings are gone.) Who is still spending, and how? Government spending and consumer credit card usage; buy-now…
- The Real Investment Show (Full Show)
5-8-24 The Difference Between The Price You Pay & The Price You See
The Citi Surprise Index: When economists are disappointed in estimated numbers; that index is now at a low ebb. An uneventful earnings season is wrapping up…
- The Real Investment Show (Full Show)
5-7-24 Powell Sparks A Buying Frenzy
Economists' 'rush-to-judgement' vs the lag effect catching up w economic data. Consumer spending and loan demand are waning as excesses in money supply are…
- The Real Investment Show (Full Show)
5-6-24 What Is Economic Stagflation
There are three possible paths for markets, moving forward. Markets are at a critical juncture at the 50-DMA; earnings "beat-rate" has been low, and earnings…
The Real Investment Show (Full Show)5-3-24 Who Will Win The Tax Cut Battle
Apple's results + the Biggest Buyback Ever: Are iPhones becoming a high-tech toaster? Labor/Jobs Report preview; what the Fed may do. It is surprising the…
- The Real Investment Show (Full Show)
5-2-24 Powell Holds Pat
Market volatility returns amid earnings season, with McDonald's, KFC, and Starbuck's reporting weak earnings, suggesting tru impact of inflation on consumers…
- The Real Investment Show (Full Show)
5-1-24 What Happens When Companies Miss?
Fed Day brings dovish expectations; so far, so good in current earnings season. Economic data is all over the board; Europe emerges from Recession. Taxes to…
- The Real Investment Show (Full Show)
4-30-24 Bullish Sentiment Index Reverses W Buybacks Resuming
Fed Meeting preview; earnings season contiunes, buybacks about to resume. What's up the the Yen? Corporations are the net buyers of stocks; the correction is…
- The Real Investment Show (Full Show)
4-29-24 Sucker Rally Or The Return Of The Bulls
Market performance in election years is marked by investor anxiety over the outcome, and the potential for outlying risk. The FOMC Meeting this week: will the…
The Real Investment Show (Full Show)4-26-24 Are You Prepared For Higher Taxes
Markets & Earnings Recap, PCE Preview: What is the Fed going to do? Tesla takes it on the chin; Mortgage rates and home prices are on the rise; are homeowners…
- The Real Investment Show (Full Show)
4-25-24 Lessons For Investors From The NFL Draft
Lance is Back! What is really happening in Commercial Real Estate: Getting distressed inventories off the books at deep discounts. Market performance recap…
- The Real Investment Show (Full Show)
4-24-24 What Does Realistic Retirement Look Like?
Was Lance Roberts eaten by cannibals? (He will return tomorrow!) How Tesla fell out of the Magnificent Seven; Tesla's storage technology vs cheaper Chinese…