6-12-24 Managing Risk and Return with Individual Treasury Bonds
The Real Investment Show Podcast
Release Date: 06/12/2024
2-25-26 Q & A Wednesday: Straight Talk About Your Money
The Real Investment Show Podcast
Welcome to Q & A Wednesday: Straight Talk on Your Money — a live, unscripted Q&A show pulled directly from our YouTube chatroom. No canned slides. No rehearsed talking points. Just practical, plain-English answers to real-world money questions with Lance Roberts and Danny Ratliff. Lance & Danny tackle topics like retirement planning, Roth vs. traditional decisions, tax-smart withdrawal strategies, Social Security timing, portfolio risk management, diversification, income planning, cash vs. investing, debt payoff frameworks, and how to think through market volatility without...
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2-25-26 100-DMA Support at Risk | Before the Bell
The Real Investment Show Podcast
Markets are carving a rolling top while holding firm support near the 100-DMA. The last week-plus has been choppy, with price repeatedly capped below the 20- and 50-DMAs. Tuesday’s dip to the 100-DMA brought in buyers, pushing the market back toward the 50-DMA, and futures are higher this morning. If the market can close up around 0.25%, it could reclaim near-term resistance and set up a move back toward prior highs. But this remains a fickle, range-bound tape—so keep risk management tight. A clean break below the 100-DMA raises the odds of a quick 3%–5% downside move. Hosted by RIA...
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2-24-26 Stop Chasing 2026 Returns
The Real Investment Show Podcast
Most investors don’t realize how quickly a good plan can get derailed by one bad question: “What will your investments return this year?” Lance Roberts and Jonathan Penn break down why asking an advisor for short-term performance predictions is usually the wrong framework—especially when comparisons start with “Can you beat Treasuries this year?” Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:50 - E-books & Economic Data 2:53 - Will AI Lead to...
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2-24-26 100-DMA Test: 5% Pullback Risk Rising | Before the Bell
The Real Investment Show Podcast
On this day in 1836, the defenders of the Alamo were entering the second day of a siege that would ultimately define Texas history. Surrounded, outnumbered, and under pressure, they faced a critical reality: hold the line—or face the consequences. Markets aren’t all that different right now. After failing at the 20- and 50-day moving averages, the S&P is once again leaning on a key level of support—the 100-day. That’s your line in the sand. Momentum is weakening, internal breadth is deteriorating, and while the surface looks calm, the underlying currents are shifting. The question...
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2-23-26 Is China Really Dumping U.S. Treasuries?
The Real Investment Show Podcast
Is China really “dumping” U.S. Treasury bonds—or is that headline missing key context? Lance Roberts examines what Treasury International Capital (TIC) data does (and doesn’t) show, why China’s reported holdings can shift for reasons that have nothing to do with panic selling, and how custody chains and financial centers can complicate the narrative. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:52 - What to Do w Tariffs Struck Down by SCOTUS 5:35 - GDP Weaker than Expected, except... 12:59 -...
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2-23-26 Market Rotation Warning - Breadth at 50-Year Extreme | Before the Bell
The Real Investment Show Podcast
Markets bounced Friday, recovering to close slightly above the 20-day moving average, but the story remains internal rotation—not a clean, broad-based trend. Energy and mega-caps carried the tape into the close, while this morning the leadership is shifting again, with Healthcare acting better (Eli Lilly notably higher) and much of the rest of the market looking flat. February is doing what it often does—acting like one of the weaker seasonal months—and the S&P 500 is up only about 1.2% year-to-date. Under the surface, sector bifurcation is pronounced: Energy, Industrials, and Basic...
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2-20-26 Mega Roth Questions & Senior Deductions
The Real Investment Show Podcast
Some 401(k) plans let you put in extra after-tax money and move it into a Roth so it can grow tax-free—but you have to know what your plan allows. Richard Rosso & Jonathan McCarty share 10 questions to ask your 401(k) provider so you don’t miss it. Rich & Jonathan also explain a new bill that would make the $6,000 senior deduction permanent. It’s not the same as “no tax on Social Security” for everyone—and the Social Security tax rules still depend on income thresholds that haven’t kept up with inflation. Hosted by RIA Advisors Director of Financial Planning, Richard...
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2-19-26 Dalio at Davos: Calm Markets, Hidden Currents
The Real Investment Show Podcast
Ray Dalio’s Davos comments aren’t a “next-week collapse” call—they’re a long-cycle warning: rising debt supply can eventually force higher yields and tough policy trade-offs. Meanwhile, the S&P 500 looks calm on the surface, but sector/factor dispersion and low correlations show a fierce rotation under the hood. Lance Roberts & Michael Lebowitz examine the calm index ≠ calm market—watch dispersion and correlations for the next regime shift. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent...
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2-19-26 Dow Streak Signals Pullback | Before the Bell
The Real Investment Show Podcast
Markets pushed higher Wednesday morning and ran straight into a key technical “traffic jam” as the 20-day and 50-day moving averages converged near the same level. Late-day selling pulled prices back toward the 50-DMA, and with futures slightly lower this morning, the big question is whether buyers step back in—or whether we start to see a more routine digestion of gains. The bigger tell right now may be the Dow Jones Industrial Average. The Dow has notched nine consecutive months of gains, a streak that’s historically rare over long market history. When runs like this extend, it...
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2-18-26 Q&A Wednesday: Markets, Money, and Your Questions
The Real Investment Show Podcast
It’s Q&A Wednesday—your questions drive the show. Lance Roberts & Danny Ratliff break down what’s moving markets right now, key economic and Fed signals to watch this week, and the practical portfolio decisions that matter most (risk, allocations, income, taxes, and retirement timing). Drop your question in the live chatroom and we’ll tackle as many as we can. Topics we often cover: market volatility & trend levels, rates/inflation, sector rotation, retirement income, tax strategy, ETFs vs. individual bonds, and avoiding emotional decision-making. Hosted by RIA...
info_outlineIt'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 down to just two for this year, and likely not occuring until after the election. How will the Fed loosen QT? Markets set another all time high, marginally. The rally-restest-rally pattern continues. Apple was the big driver on Tuesday with the heralding of "Apple Intelligence." We answer viewers' questions about owning Bonds vs Treasuries vs ETF's. The saga of predictions, swimming in oil, and uranium's leap ahead of its reality. Our investing strategy now: What we're buying and selling, and why; how we manage risk.
SEG-1: Fed Day/Inflation Day; Apple Intelligence
SEG-2: Outlook for Owning Bonds
SEG-3: Swimming in Oil & The Saga of Predictions
SEG-4: How We Manage Risk
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=5E6tkkfvRTQ&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"It’s Not 2000. But There Are Similarities."
https://realinvestmentadvice.com/its-not-2000-but-there-are-similarities/
"Are Economic Reports Pointing To A Recession?"
https://realinvestmentadvice.com/newsletter/
"Commodities And The Boom-Bust Cycle"
https://realinvestmentadvice.com/commodities-and-the-boom-bust-cycle/
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The latest installment of our new feature, Before the Bell, "Is Now the Time to Buy Apple?" is here:
https://youtu.be/3HXblWzZ5S4
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Our previous show is here: "How the 60/40 Investment Strategy Works for You"
https://www.youtube.com/watch?v=Xv5IwzcX8Xc&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2187s
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REGISTER for our next Candid Coffee (6/29/24):
https://streamyard.com/watch/TX6irKYnjHnh
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https://realinvestmentadvice.com/newsletter/
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