Libsyn Directory

6-14-24 Dealing With the "Squishy" Side of Retirement

Release Date: 06/14/2024

2-5-26 Truflation vs CPI: What Inflation Is Really Doing Today

The Real Investment Show Podcast

Is inflation actually cooling—or just being measured differently? Lance Roberts & Michael Lebowitz break down Truflation’s real-time inflation readings (built from millions of point-of-purchase prices across multiple providers) versus the official CPI/PCE framework, which relies far more on surveys and sampling. We’ll also address the big caveat: neither CPI/PCE nor Truflation perfectly captures what you feel “in the shops,” because inflation varies by geography, income group, and what you actually buy. The aggregate number can hide the lived experience. 0:00 - INTRO 0:19 -...

2-5-26 Markets Set Up for Rotation Trades | Before the Bell

The Real Investment Show Podcast

Markets sold off again Wednesday, closing right on the S&P 500’s 50-day moving average (50-DMA). While the index is still riding its underlying support line and working off an overbought condition, the momentum trade has largely been wrung out. Despite the turbulence, the broader uptrend remains intact—just with a lot more internal rotation. Wednesday’s damage was concentrated in mega-cap momentum and “growth leadership,” while much of the rest of the market held up better. That matters because Value vs. Growth has become increasingly overextended over the last several...

2-4-26 Q&A Wednesday: Your Questions, Real Answers

The Real Investment Show Podcast

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 margins. We walk through where tech and AI leadership stand now, whether AI is pressuring software profitability, and the “real world” constraint markets may be underpricing: power demand (including what ERCOT could mean for data-center expansion). We also hit the energy transition angle—why wind/solar intermittency matters, the critical minerals push, and why fundamentals still matter when narratives run hot. On the...

2-4-26 Dip Buyers Step In | Before the Bell

The Real Investment Show Podcast

Markets sold off sharply Tuesday, then bounced into the close—continuing a familiar pattern: when price tests the 50-day moving average (50-DMA), dip buyers step in. That’s been working, but it’s also how traders get trapped when the “buy-the-dip” playbook finally fails—so risk management matters. This morning, futures are pointing higher as the market tries to reclaim the 20-day moving average (20-DMA). Tuesday’s weakness was concentrated in mega-cap tech (NVDA, MSFT, GOOGL), and early action suggests a bounce attempt. Meanwhile, the “heat map” continues to highlight...

2-3-26 The Trap of Chasing Returns

The Real Investment Show Podcast

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 narrow framing—the behavior where investors judge one investment in isolation (“Why don’t I own that?”) instead of evaluating results through the entire portfolio and a long-term plan. When something becomes “hot,” it feels obvious, safe, and inevitable. But return-chasing often ends the same way: buying after a big run, then selling after the first real drawdown. That cycle turns investing into reaction instead of...

2-3-26 Reflation Rotation | Before the Bell

The Real Investment Show Podcast

Industrial and Basic Materials stocks are leading the “reflation” narrative—both have been strong, with Industrials tagging fresh highs and Materials extending a sharp run since December. The catch: these areas are increasingly overbought, and valuations eventually matter. The key question for 2026 is whether earnings and growth can “catch up” to prices that have already sprinted ahead. In this pre-market update, we walk through why disciplined investors rebalance to targets, take partial profits, and reduce risk without “selling everything.” We also highlight what rotations tend...

2-2-26 Bears Are an Endangered Species

The Real Investment Show Podcast

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 is extreme, margin debt is surging, speculative behavior is accelerating, and market leadership remains narrowly concentrated. When optimism becomes unanimous, history shows future returns tend to disappoint. 0:00 - INTRO 0:19- February & Earnings Season Continues 4:50 - The Action Behind Friday's Action 13:53 - Rationalizing Markets' Ups & Downs 15:23 - Percentage of Markets at All-new Highs 16:38 - The Reflationary Narrative...

2-2-26 Rotation, Volatility, and Commodities Risk | Before the Bell

The Real Investment Show Podcast

Markets delivered plenty of action Friday. The S&P 500 briefly broke below its 20-DMA but reversed higher, signaling that the broader uptrend remains intact despite rising volatility. Internally, markets continue to rotate—shifting between mega-cap growth and value—while staples have pushed toward overbought levels and technology has become increasingly oversold. We also explain the sharp moves in silver, gold, and oil. Commodity markets are driven by heavily leveraged futures positioning, and Friday’s decline reflected an unwinding of leverage—not a fundamental shock. With margin...

1-30-26 Retirement Income When Markets Are Expensive

The Real Investment Show Podcast

Markets may still enjoy short-term momentum, but long-term retirement planning must confront a different reality: elevated valuations, lower forward returns, and rising sequence-of-returns risk. Richard Rosso explains why retirees face a near-term tailwind in market returns—but potentially long-term secular stagnation that demands tighter portfolio guardrails. Drawing on research from Michael Kitces and Wade D. Pfau, we discuss why historically tested retirement income strategies matter more today than at any point in the last two decades. Rich breaks down: Why short-term market strength can...

1-29-26 Market Risks Behind Powell’s “Nonrestrictive” Stance

The Real Investment Show Podcast

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 to Chair Jerome Powell’s message, and break down what the Fed is signaling—and why it could fuel market volatility ahead. 0:00 - INTRO 0:19 - Mega Reports & Fed Fallout 4:31 - Markets Struggle after 7,000 9:33 - Inflation, Truflation, & Labor 14:14 - Chances of Rate Changes Higher or Lower? 16:44 - Current Growth Spurt is Unsustainable 19:10 - No Mention of QT/QE 21:10 - Citadel Securities; Risk-on Indicator 23:14 -...

More Episodes

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 on Bond Yields and Buy/Sell dynamics; Dialing for Petro Dollars: A discussion of the US Dollar's strength, and whether it will still be the world's reserve currency in the future. Four good reasons to keep the Dollar. Transitioning into retirement, from accumulator to distributor, and dealing with the "squishy" side of retirement; finding purpose; activities together vs alone; planning spending allocations. The Dead Air nightmares; why Chick-Fil-A is closed on Sunday; the RIA Advisors Studio Orchestra; Roth conversions now against higher taxes later; crafting a strategy with Backdoor Roths.

SEG-1: Parsing the Data; Bonds vs ETF's
SEG-2: Dialing for Petro Dollars
SEG-3: Dealing w the Squishy side of Retirement
SEG-4: Dead Air, Blue Laws, & Roth Conversions

Hosted by RIA Advisors Senior Financial Advisors, Danny Ratliff, CFP, and Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=_XdRXLssiy4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=1s
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Articles mentioned in this report:
"The Dollar's Death: Not So Fast"
https://realinvestmentadvice.com/the-dollars-death-not-so-fast
"Four Reasons The Dollar Is Here to Stay- Part 2"
https://realinvestmentadvice.com/four-reasons-the-dollar-is-here-to-stay-part-2
"Golf and Investing: Mastering Long and Short Games For Success"
https://realinvestmentadvice.com/golf-and-investing-mastering-long-and-short-games-for-success/
"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, "Market Deviation from 50-DMA is Extreme " is here:
https://www.youtube.com/watch?v=UrXTxLY9ihQ&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Federal Reserve and BLS Labor Data Discrepancies Explored"
https://www.youtube.com/watch?v=EarrHemHx5U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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https://streamyard.com/watch/TX6irKYnjHnh
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https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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