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)10-4-24 The Importance Of Trusts In Financial Planning
Market preview & Fed possiblities as jobs numbers are releasaed today; anecdotal evidence that small businesses are making more credit inquiries to banks: A…
The Real Investment Show (Full Show)10-3-24 When A Crystal Ball Clouds Investor Judgement
A preview of tomorrow''s employment report an the phenomenon of "labor hoarding;" a weaker jobs report will not necessarily be recessionary. Markest are…
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10-2-24 Shutdown, Strikes, & Volatility - Safeguarding Your Portfolio Now
A brief recap of the VP-debate; market futures are lower in search of a catalyst, and dislike the uncertainty preceeding an election. Markets have pulled backk…
The Real Investment Show (Full Show)10-1-24 How Long Can The Everything Market Last
It's a big news week: The Dock Workers' strike has begun, Israel is launching a land assault into Lebanon, and celebrity deaths (Pete Rose, Kris Kristofferson)…
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9-30-24 Navigating A Confidence Dichotomy
The last day of September brings the end of the month, end of the quarter, and a preview of the next round of corporate earnings. So far, no evidence of…
The Real Investment Show (Full Show)9-27-24 Is Micro - Retirement Right For You
Jonthan & Jonathan stand in for Danny & Rich with a preview of today's PCE report, and inklings of dissent within the Fed on the latest rate cut. The…
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9-26-24 Bull Steepener Alert - How Agency REITs Can Supercharge Your Portfolio
Plenty of things to move markets this week, including economic numbers and multiple Fed members' commentaries on why they did what they did last week. Are…
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9-25-24 Rate Cuts & Recession Fears - Will Politics Drive Your Portfolio Off A Cliff
Could the S&P hit 6,000 by the end of the year? Some prognosticators are saying so, hyped on exuberance, but consumer confidence is suggesting otherwise, and…
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9-24-24 Who Benefits Most From The Latest Fed Rate Cut
Oil prices conitnue to weaken in the face of optimism from analysts now forecasting an 18% gain in earnings in 2025. One of them is wrong. Lance and Jonathan…
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9-23-24 Will This Week's Data Support Fed Rationale for Rate Cuts
We're entering the last-half of September, which is typically the weaker period of an already, traditionally weak month in the markets. Earnings seasons is…
The Real Investment Show (Full Show)9-20-24 Fed Rate Shock - How The Latest Cut Could Ignite Or Crash Your Investments
Was the Fed's 50bps rate cut a "calibration?' We are still not at the Feds target for unemployment; the Fed's action was in response to conditions, not to help…
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9-19-24 What Does The Fed's 50 - Bps Rate Cut Mean For Your Money
The markets were right: The Federal Reserve cut interest rates by a half percent on Wednesday, and markets initially climbed, then sold off to end negative for…
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9-18-24 Fed Rate Decision 2024 - Boom Or Bust For Your Portfolio
It's Fed Day: The big question will be answered this afternoon, 'How much the cut?' Huge bets on 50-bp rate cut; will a quarter-point cut disappoint?…
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9-17-24 Momentum Investing Gives You An Edge
Today marks the start of the FOMC meeting, to be concluded with the latest interest rate announcement. Markets' expectations are for a half-percent cut; could…
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9-16-4 Market Risks We Are Watching
It's Fed week, and many are predicting a 60% chance the FOMC will drop rates by a half percent; elections are drawing nearer: How will markets behave? (Why the…
The Real Investment Show (Full Show)9-13-24 How To Create A Retirement Blueprint
Ratliff, but first a review of the markets: It's all about the Fed, and the grate debate is about rate. How much will they cut, and how many times? Watch for…
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9-12-24 Did Inflation Change The Fed's Outlook?
As we went to air this morning, Space-X astronauts are "space-walking," testing new spacesuits; is Elon Musk the real-live equivalent of Tony Stark? CPI prints…
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9-11-24 What's Really Behind Stock Market Volatility
Today marks the 23rd anniversary of the World Trade Center attacks; it's Inflation Day and post-Debate day. Market volatility tends to increase prior to…
- The Real Investment Show (Full Show)
9-10-24 Five Actions You Can Take Today To Mitigate Risk
Lance Roberts previews the next Fed meeting and rate drop predictions; 2-yr Treasury yields are reflective of rate expectations. Forward earnings revisions…
- The Real Investment Show (Full Show)
9-9-24 A Rough Start To September
Markets are having a rough start for September; Will the be a correction before the election? Lance examines the buyer/seller dynamic. Markets will probably…
The Real Investment Show (Full Show)9-6-24 How To Plan For Trump Tax Cut Expiration
Will last month's Jobs and JOLTS reports show "normalization" of employment numbers to pre-Covid counts? What will the Fed response be, and what will that…
- The Real Investment Show (Full Show)
9-5-24 Limiting Losses W Yield Curve Analysis
Lance Roberts previews the next Fed meeting: There's a 50-50-chance of a 50-bp rate cut; will tomorrow's jobs report show fewer jobs than before Covid? Numbers…
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9-4-24 Big Down Day
The S&P 500 sank 2.1%, the Nasdaq lost 3.3%, and while the tech sector led stocks into the red, the Dow wasn't excluded from the bad day either, shedding over…
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9-3-24 Past Performance Is No Guarantee
It's a holiday-shortened trading week to kick off the new month: September & October tend to be weaker trading months. Look for light volume and the impact of…
The Real Investment Show (Full Show)8-30-24 Can Social Security Clawback Your Payments
Market Resiliency: It's always about the Fed. Nvidia and the AI story is still alive; Treasuries are overbought; Dollar General and Big Lots are struggling…
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8-29-24 Is Nvidia Priced For Perfection
Looking ahead to September; why election polling is wrong; policy differences between Harris and Trump, and potential impact on markets. Nvidia earnings report…
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8-28-24 Stop Worrying About Taxes
Markets and Investors await today's earnings report from Nvidia, which has been tagged, 'The Most Important Stock in the World.' Expectations are VERY high, so…
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8-27-24 Overbought Conditions Set Up For Correction
Today's show is all over the place: Durable Goods take a big jump...unless you remove Aircraft. Astronauts stuck in space: Elon Musk to the rescue. Markets are…
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8-26-24 Risk Management Still Matters
Jerome Powell says interest rate policy is due for a change; market future predict four rate cuts by the end of the year. Rate cuts, the election, and dollar…
The Real Investment Show (Full Show)8-23-24 How To Prepare For Recession
8-23-24 How To Prepare For Recession by Lance Roberts
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8-22-24 Jackson Hole Preview
Markets are again approaching all-time highs, with the NASDAQ exhibiting a most v-like recovery, up 11% in ten days. Markets' response to the largest (818-k)…
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8-21-24 Why Your Portfolio Performance Sucks
Lance Roberts examines the cause and effect phenomenon of public policy and outcomes, rhetoric and promises; who'll control the House & Senate have more…
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8-20-24 How Shall The Young Secure (Their Finances)
Investors are waiting for this week's Jackson Hole confab, and will respond accordingly; when will markets take a breather? The DNC begins with economic…
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8-19-24 Unpacking Kamalanomics And Economic Cycles In America
Previews of the DNC Convention and Jackson Hole meeting previews, plus four Fed speakers on tap this week; Monkey Pox & Covid on the upswing ahead of election…
- The Real Investment Show (Full Show)
8-15-24 How To Buy Dividend Stocks
July CPI clocks-on on-target for the Federal Reserve to cut rates, as it indicate inflation is trending downward. This would set-up the Fed for up to four rate…
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8-14-24 Looking For Rate Cut Clues In CPI Data
The PPI number came in weaker than expected with lower input prices. Today's CPI report (a 0.2% monthly increase = 3.2% annual rate) weakness could spur the…
- The Real Investment Show (Full Show)
8-13-24 Four Reasons Mega - Caps Are Not Dead Yet
It's economic report week, with previews of today's PPI, tomorrow's CPI, and Thursday's Retail sales numbers for July; will weaker consumer spending appear?…
- The Real Investment Show (Full Show)
8-12-24 Be Careful Of Market Predictions
Laying the groundwork for Fed rate cuts: Will they or won't they in September, and by how much? 80% of S&P companies have reported; stock buy back windows are…
The Real Investment Show (Full Show)8-9-24 What Kind Of Inheritance Will You Leave Behind
With the turmoil of the past week, now is a good time to reassess your portfolio, and rebalance the risk. What is the deal with stocks advertising on TV?…
- The Real Investment Show (Full Show)
8-8-24 Trapped Longs Take The Exit
Economic Reports affected by Hurricanes Beryl & Debbie; market sell off continues. Inflationary data is still there; unwinding of Yen Carry Trade continues…
- The Real Investment Show (Full Show)
8-7-24 Is The Crisis Over?
Is the crisis over? Too soon to tell, but the Nikkei did rebound, the Yen is coming down, and the BOJ is hold steady on rates. Earnings season continues; and…
- The Real Investment Show (Full Show)
8-6-24 Is The Selling Over?
8-6-24 Is The Selling Over? by Lance Roberts
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8-5-24 Understanding Yield Curves - Inversion Doesn't Guarantee A Recession
August begins with weaker employment and the Fed hinting at the possiblity of a 1/2% rate cut; The Japanese Carry Trade blos up: What is it and why does it…
The Real Investment Show (Full Show)8-2-24 Is Inflation Beating Or Benefiting You
Richard and Danny discuss the week's market moves, and how bad news is actually bad news now; Intel's poor performance should be no surprise to astute…
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8-1-24 Inflation Drops Below Fed's 2% Goal, Signaling Weakening Economic Pressures
Jerome Powell's presser was a snooze-fest, with the Fed's stance on interest rates remaining unchanged (at least they didn't hint of more rate hikes!) Markets…
- The Real Investment Show (Full Show)
7-31-24 Navigating Financial Freedom On Your Own Terms
It's Fed Day, and Lance Roberts previews potential outcomes to be announced Thursday afternoon. Earnings season continues, with MSFT reporting revenue of only…
- The Real Investment Show (Full Show)
7-30-4 Why Market Comparisons Can Hinder Your Portfolio's Performance
Earnings season continues with 39% of S&P reporting this week; by week's end, 79% of companies will have shared results...and the buy back window opens anew…
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7-29-24 What Does The Fear And Greed Index Mean For Investors
Markets prepare to wrap July; what will the Fed do this week? McDonald's Quarterly Report showing consumer pullback. Article tease on trying MMT and the Sam…
The Real Investment Show (Full Show)7-26-24 Should You Tap Your Home Equity For Retirement Income
Rich & Danny recap Danny's recent accident; Rich's market summary includes a preview of today's PCE release. Markets are awaiting confirmation of a trend…
The Real Investment Show (Full Show)7-25-24 How Your Confidence Can Boost Or Break The Economy
The S&P Global Services Index is "great," in contradiction to other eocnomic metrics; the first estimate of Q2 GDP is released today (up 2.8%); this will be…
- The Real Investment Show (Full Show)
7-24-24 How To Invest - Or Not - In A Presidential Election
Lance Roberts provides a preview of Q2 GDP results, Temp hiring is tapering, and rising credit card delinquencies (because of unemployment) suggesting economic…
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7-23-24 Is The Bull Market Just Getting Started?
Measures of inflation are beginning to come down: Shelter costs are expected to decline over the next six-months; jobless claims and consumer delinquencies are…
- The Real Investment Show (Full Show)
7-22-24 Analyzing The Potential Impact Of A Kamala Harris Presidency
Lance discusses the markets' potential reaction to Biden's exit from Presidential race, and whether markets' rotation out of mega-cap stocks is sustainable; a…
The Real Investment Show (Full Show)7-19-24 Has the Economy Put Your Retirement Plans on Hold?
Richard Rosso opines on Houston driver, CrowdStrike IT fail, and why he's changed his tune in thinking now might be a good time for the Fed to slip in a rate…
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7-18-24 Irrational Exuberance Then & Now
Hey, kids--what day is it? Lance reorients himself and shares foreigners' perspectives of the U.S. Advice: Avoid the negativity and don't feed the fear…
- The Real Investment Show (Full Show)
7-17-24 Avoiding The Sexy Stock Plays
ay-3 of the RNC convention: Markets are already beginning to shift in anticipation of a presumed presidency and policies, with an eye on taxation and monetary…
- The Real Investment Show (Full Show)
7-16-24 Relationship Between Fed Rate Cuts And Treasury Yields Explained
Lance Roberts begins with an earnings and economic reports preview; there is now a 90% chance of the Fed cutting rates sooner than later, and odds-makers now…
- The Real Investment Show (Full Show)
7-15-24 The Broken Clock Fallacy & Art Of Contrarianism
That was the week that was: Hurricane Beryl, celebrity deaths, Trump assassination attempt, & Lance's Vacation. PPI show inflation trending downward, setting…
- The Real Investment Show (Full Show)
7-3-24 The 100 - Year Strategy For Berkshire Hathaway
The saga of the Roberts' Rental house concludes, at the cost of a coffee maker and other electrical appliances. How much will it cost to feed your hoard on…
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7-2-24 How To Beat Earnings Estimates
Lance previews Q2 GDP estimates: The lag effect is showing up in GDP Estimate revisions, as the economy slows. The difference betweeen Inflation vs Deflation…