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)2-17-26 Bank, Brokerage, or Corporate Trustee
Choosing a corporate trustee is one of the most important decisions in estate planning—especially if you’re naming a bank, brokerage trust department, or…
The Real Investment Show (Full Show)2-13-26 529 Leftovers, Retirement First, & the Real Cost of Cars
What happens when the “perfect” financial plan doesn’t happen—your kid skips college, your retirement clock is ticking, and the family budget gets ambushed by…
- The Real Investment Show (Full Show)
2-12-26 The Value Rotation Illusion
“Value is back,” the headlines say—so investors rush from mega-cap growth into “boring” staples, utilities, and healthcare. But here’s the problem: sector…
- The Real Investment Show (Full Show)
2-11-26 Q&A Wednesday -You Ask 'em, We'll Answer
It’s Q&A Wednesday: You ask ’em, we’ll answer—and today’s episode covers the questions investors actually wrestle with when markets get noisy. Lance Roberts &…
- The Real Investment Show (Full Show)
2-10-26 Duct Tape & WD-40 Your Portfolio Together
Markets rallied back into positive territory today, but the real risk-management lesson isn’t the chart—it’s behavior. Lance Roberts & Jon Penn unpack the…
The Real Investment Show (Full Show)2-9-26 Technology Stocks - Dead… or the Next Opportunity
Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities…
The Real Investment Show (Full Show)2-6-26 The Wealth-Health Gap
Why do wealthier households tend to live longer and experience fewer chronic diseases? Richard Rosso & Jonathan McCarty break down the Wealth-Health Gap—how…
The Real Investment Show (Full Show)2-5-26 Truflation vs CPI - What Inflation Is Really Doing Today
Is inflation actually cooling—or just being measured differently? Lance Roberts & Michael Lebowitz break down Truflation’s real-time inflation readings (built…
- The Real Investment Show (Full Show)
2-4-26 Q&A Wednesday - Your Questions, Real Answers
Today’s live YouTube Chat Q&A covers the full spectrum—earnings season takeaways, the selloff-to-rebound pattern, and the big debate around Big Tech, AI, and…
- The Real Investment Show (Full Show)
2-3-26 The Trap of Chasing Returns
Most investors don’t blow up because they “didn’t know enough.” They blow up because they frame the decision wrong. Lance Roberts & Jonathan Penn break down…
- The Real Investment Show (Full Show)
2-2-26 Bears Are an Endangered Species
Lance Roberts examines why bears have become an endangered species—and why that may be a warning sign rather than a confirmation of safety. Investor sentiment…
The Real Investment Show (Full Show)1-30-26 Retirement Income When Markets Are Expensive
Markets may still enjoy short-term momentum, but long-term retirement planning must confront a different reality: elevated valuations, lower forward returns…
- The Real Investment Show (Full Show)
1-29-26 Market Risks Behind Powell’s “Nonrestrictive” Stance
The Federal Reserve is holding interest rates steady, keeping policy in a 3.5%–3.75% range. Lance Roberts and Michael Lebowitz examine how markets are reacting…
- The Real Investment Show (Full Show)
1-28-26 Q&A Wednesday - the YouTube Chatroom Free-for-all
Welcome to Q&A Wednesday: The YouTube Chat Free-for-All — our most interactive show of the week. Lance Roberts & Danny Ratliff answer real-time questions…
- The Real Investment Show (Full Show)
1-27-26 Work Sucks...or Does It
Lance Roberts & Jonathan Penn take a hard look at how Millennials and Gen Z view work, career stability, and success in a rapidly changing economy. From…
The Real Investment Show (Full Show)1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation
Most people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much…
- The Real Investment Show (Full Show)
1-22-26 What Kevin Warsh Brings to the Fed
Betting markets are increasingly pointing to Kevin Warsh as a potential successor to Jerome Powell, with Kevin Hassett expected to remain in his White House…
- The Real Investment Show (Full Show)
1-21-26 It’s Q&A Day — and (almost) anything goes
Lance Roberts & Danny Ratliff tackle questions directly from our YouTube chat, addressing financial issues you're most concerned about right now. From market…
- The Real Investment Show (Full Show)
1-20-26 Is a House Still a Good Investment in 2026
Is buying a house still a good investment—or has the market pulled too much future return forward? Lance Roberts & Jonathan Penn break down the housing…
The Real Investment Show (Full Show)1-16-26 Social Security Reform - Expansion or Cuts
Congress is debating major changes to Social Security—and the outcome could mean benefit expansion or future cuts. With trust fund shortfalls projected by…
- The Real Investment Show (Full Show)
1-15-26 Silver’s Surge - Bubble or Fundamentals?
Can we classify Silver as a microbubble? Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020…
- The Real Investment Show (Full Show)
1-14-26 Q & A Wednesday - Your Money & Market Questions Answered
Lance Roberts & Danny Ratliff take your real-time questions directly from our YouTube live chat window, and break down today’s most important money, market…
- The Real Investment Show (Full Show)
1-13-26 The Economic Reflation Narrative Is Back
The economic reflation narrative is back—but is it durable or just another market storyline driven by optimism and liquidity? Lance Roberts explains what…
- The Real Investment Show (Full Show)
1-12-26 Investor Lessons From 2025 for 2026
Markets opened 2026 with early gains, improving breadth, and a rotation toward value—but mixed fundamentals and elevated expectations remain beneath the…
The Real Investment Show (Full Show)1-9-26 Big Beautiful Tax Breaks - 7 Changes for the 2026 Tax Season
The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers. Richard Rosso & Jonathan McCarty…
- The Real Investment Show (Full Show)
1-8-26 2026 Market Forecasts - Why Wall Street Gets It Wrong
Every year, Wall Street rolls out confident forecasts for where the S&P 500 will end the year—and every year those projections are treated as actionable…
- The Real Investment Show (Full Show)
1-7-25 Live Chat Q&A - Ask Us Anything
Markets are hitting all-time highs, earnings expectations are rising, and investors are navigating everything from oil prices to Roth conversions. Lance…
- The Real Investment Show (Full Show)
1-6-26 Financial Nihilism vs. Financial Planning
More investors—especially Millennials and Gen Z—are treating markets like a casino. Not because they’re reckless, but because the traditional path to financial…
- The Real Investment Show (Full Show)
1-5-26 2026 Market Outlook - Bullish Momentum, Valuation Risks, and What Comes Next
Markets closed 2025 with strong gains, but the path forward into 2026 is far more nuanced than headline optimism suggests. Lance Roberts reviews what drove…
- The Real Investment Show (Full Show)
12-22-25 When Fed Narratives Meet Market Data
Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Roberts…
The Real Investment Show (Full Show)12-19-25 What Great Financial Planning Looks Like
What should a great financial planning experience actually look like? For many investors, “financial planning” is reduced to product selection, performance…
- The Real Investment Show (Full Show)
12-18-25 Is the 60-40 Portfolio Dead?
For decades, the 60/40 portfolio—stocks and bonds—served as the foundation of balanced investing. Lance Roberts and Michael Lebowitz examine the growing global…
- The Real Investment Show (Full Show)
12-17-25 Q&A Wednesday - Live Market Questions & Investor Insights
Today’s Q&A Wednesday is driven entirely by live YouTube chat questions, covering the market topics investors are most focused on right now. Lance Roberts &…
- The Real Investment Show (Full Show)
12-16-25 Year-End Checklist for Young Investors
As the year comes to a close, young investors have a unique opportunity to make small moves that can compound into meaningful long-term results. In this…
The Real Investment Show (Full Show)12-12-25 Facing Your Financial Ghosts
Everyone has financial ghosts—old decisions, forgotten expenses, or long-ignored habits that creep back into the present and shape our financial lives. In this…
- The Real Investment Show (Full Show)
12-11-25 Bifurcated Fed Cuts Rates - What’s Next
The Federal Reserve cut rates by a quarter point Wednesday, but the real story is the division behind the decision. For the first time since 2021, three Fed…
- The Real Investment Show (Full Show)
12-10-25 Live-chat Q&A Show
Lance Roberts & Danny Ratliff review the growth outlook for the AI sector, the power-cost assumptions built into datacenter models, the economic effects of the…
- The Real Investment Show (Full Show)
12-9-25 Dealing with Debt & Smart Money Moves
Debt can reshape a family, fracture relationships, and derail financial goals — especially when fraud or addiction is involved. Lance Roberts & Jonathan Penn…
- The Real Investment Show (Full Show)
12-8-25 Bullish Case or Bearish Backdrop - The Real Market Setup for 2026
Lance Roberts looks at both sides of the Market Cycle—the bullish liquidity-driven momentum and the bearish fundamental weaknesses. With support and resistance…
- The Real Investment Show (Full Show)
12-4-25 Fed Regime Change - Is Groupthink Finally Ending?
Is the era of Fed groupthink finally coming to an end? For over a decade, the Federal Reserve has operated under a powerful consensus framework—one where…
- The Real Investment Show (Full Show)
12-3-25 Trump Accounts Explained - Who Qualifies for the Dell Deal?
What exactly are Trump Accounts, and who qualifies under the new expansion backed by Michael and Susan Dell’s $6.25 billion donation? Lance Roberts and Danny…
- The Real Investment Show (Full Show)
12-2-25 Q&A LIVE - Ask Us Anything About Markets & Money
Welcome to our LIVE Q&A session! Lance Roberts is taking your questions directly from the YouTube live chat—covering markets, investing, retirement planning…
- The Real Investment Show (Full Show)
12-1-25 Bear Markets Are a Good Thing
Most investors fear bear markets—but history shows they play a critical role in building future returns. In this episode, Lance Roberts explains why market…
The Real Investment Show (Full Show)11-21-25 Roth Conversion Strategy - What Actually Works
Not all Roth conversions are created equal — and new research shows a clear winner. Richard Rosso breaks down a study that modeled hundreds of thousands of…
- The Real Investment Show (Full Show)
11-20-25 How The Fed Deals Liquidity - The Monetary Toolbox
How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts &…
- The Real Investment Show (Full Show)
11-19-25 Pension or Lump Sum - What's the Smarter Move
Choosing between a company pension and a lump-sum payout is one of the biggest financial decisions many pre-retirees will ever face—especially for workers in…
- The Real Investment Show (Full Show)
11-18-25 Indicators & Income - What Retirees Must Know
Lance Roberts & Jonathan Penn tackle two of the biggest gaps in financial education: How to actually use RSI, MACD, Money Flow, and MACD Histogram together…
- The Real Investment Show (Full Show)
11-17-25 Full Market Cycles - Why Bull Runs Always Meet Their Match
Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure all point…
- The Real Investment Show (Full Show)
11-14-25 Open Enrollment Traps to Avoid This Year
Open Enrollment season is here—and it’s one of the most overlooked financial opportunities employees have all year. In this episode, we break down the biggest…
- The Real Investment Show (Full Show)
11-13-25 QE Is Coming - Why Fed Liquidity Now Runs the Entire Market
The scent of QE is back. With overnight funding markets flashing early stress and NY Fed President John Williams hinting at “gradual asset purchases,” it’s…
- The Real Investment Show (Full Show)
11-12-25 How to Spend Without Regret
Most retirement advice focuses on saving and not running out of money — but few talk about how to spend confidently once you’ve achieved financial…
- The Real Investment Show (Full Show)
11-11-25 Old-School Money Rules Our Kids Need to Hear
Generational money lessons never go out of style. In this episode, we revisit Depression-era financial wisdom — simple, hard-earned truths that built resilient…
- The Real Investment Show (Full Show)
11-10-25 The Rocket Market - AI, Risk, and What Comes Next - Tom Thornton Interview
Markets have rocketed higher for six straight months — but how long can it last? Hedgefund Telemetry founder, Tom Thornton joins Lance Roberts to unpack the…
- The Real Investment Show (Full Show)
11-7-25 Top 3 Financial Guardrails You Should Know
RIA Advisors’ Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Richard Rosso, CFP®, shares…
- The Real Investment Show (Full Show)
11-6-25 Nvidia's Money Loop - Smart Move or Red Flag
Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia’s own AI chips. It’s not the first time. Nvidia’s done similar…
- The Real Investment Show (Full Show)
11-5-25 6 Moves You Should Make Now Before RMD's Start
Required Minimum Distributions (RMDs) can create unexpected tax burdens and impact your retirement income strategy if you’re not prepared. In this episode, we…
- The Real Investment Show (Full Show)
11-4-25 Smart or Risky - How Young Investors are Adapting to Today's Markets
In this episode, we explore how today’s investors are adapting to volatility, inflation, and complexity across markets. Lance Roberts & Jon Penn explore…
- The Real Investment Show (Full Show)
11-3-25 Investor Dilemma - Pavlov Rings the Bell
Are today’s investors psychologically conditioned to buy every market dip—no matter the risk? Lance Roberts explores the “Investor Dilemma” through the lens of…
The Real Investment Show (Full Show)10-31-25 Why Risk Tolerance Questionnaires Don’t Work
Most investors have filled out a risk tolerance questionnaire—but does it really measure how you’ll behave when markets crash? Richard Rosso & Jonathan McCarty…
- The Real Investment Show (Full Show)
10-29-25 Bitcoin - Speculation, Blockchain, & the Future of Money
Why has Bitcoin captured the attention of investors and innovators alike? Lance Roberts & Vinay Gupta break down what makes Bitcoin unique — from its…