6-14-24 Dealing With the "Squishy" Side of Retirement
The Real Investment Show Podcast
Release Date: 06/14/2024
The Real Investment Show Podcast
The jobs market isn’t just about employment—it’s a leading signal for corporate earnings. In this episode, we explore how recent employment data revisions and slowing job growth are flashing caution for corporate profits. Here’s what you’ll learn: Why employment trends often lead earnings results How slowing payroll growth may impact revenue and margins Key sectors most at risk from weaker labor demand What this signal could mean for the stock market outlook Portfolio considerations as corporate profits face pressure Understanding the link between the labor market and earnings is...
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Markets hit another all time high last week, but on very muted moves as investors continue climb a wall of worry. Markets continue to test the 20-DMA and rally back above...another pullback to that level would not be surprising. Markets are somewhat over bought on a relative strength basis, and not sitting on a very tight MACD momentum signal. Retail buying is approaching some of the highest levels we've seen, while professional investors' allocations are still somewhat underweight equities (computer traded algorithms are excepted). AS we head into the end of the quarter, we could see...
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Where should your money go first? Too often, people skip ahead to investing or wealth strategies before laying the right foundation. Richard Rosso and Matt Doyle break down the essential hierarchy of money goals—a clear order of priorities to help you stay on track. From emergency savings and debt reduction to investing, wealth protection, and legacy planning, this framework shows you exactly how to progress step by step. By focusing on the right goals at the right time, you’ll reduce stress, improve financial security, and set yourself up for long-term success. Hosted by RIA Advisors...
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Markets and the Fed keep talking about inflation, but what’s really happening? Lance Roberts previews the upcoming CPI, PPI reports, and real-world data to explain why the official numbers don’t always match what you're feeling. From wages and rents to energy prices--is inflation is truly under control, or just hiding in plain sight. Discover how “disinflation” differs from “deflation,” why Wall Street’s narrative matters for stocks, and what it means for your portfolio. SEG-1a: Inflation Day - Will Tariffs' Effects Appear? SEG-1b: What Bond Yields Are Telling About Interest...
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Good market performance on Wednesday, but that was on the backs of only a few stocks: Broadcom, Nvidia, Oracle...all AI-related. Oracle's outlook for AI-related Cap-ex spending was optimistic, which dovetailed nicely with what Nvidia had said earlier. Oracle opened the day ahead 33%, traded as high as 40%, and closed the day with a 35% gain. That action lifted the entire Tech sector, and pushed the S&P to another all-time high. Price compression is creating a wedge pattern, which markets are trying to break out of. The negative divergence we've been watching really doesn't matter...until...
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Are we standing at the edge of a recession? Economic data is showing cracks: slowing job growth, weakening consumer spending, and tightening credit conditions. Meanwhile, the Federal Reserve’s policies continue to weigh on growth. In this episode, Lance Roberts & Danny Ratliff break down the key signals flashing caution, what they could mean for corporate earnings and market performance, and how investors should think about risk management in the months ahead; plus bonus content: Sourdough bread and marriage tips. SEG-1a: Jobs Revision and Economic Reality SEG-1b: Money Flows &...
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Money flows have been positive over the past few weeks, yet markets have not advanced much. Relative strength is picking up, but still in a negative divergence with the market itself. However, momentum remains very, very slow even as stocks continue to rise. Only slowly. There is a significant gap between the market and the MAG-7. More inflation prints coming in the latest CPI & PPI reports, and if they come in weaker than expected, along with the recent disappointing employment numbers, the odds increase of a 50-bp rate cut by the Fed. Hosted by RIA Chief Investment Strategist,...
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Thinking about buying Bitcoin but not sure of the best approach? You’re not alone. With so many options—crypto exchanges, ETFs, custodians, and even payment apps—the path can feel overwhelming. In this episode, we break down the smartest ways to buy Bitcoin while considering security, fees, custody, and long-term investing strategy. Should you buy directly on an exchange, use a crypto wallet, or stick to regulated investment vehicles like ETFs? We’ll walk through the pros and cons so you can make an informed decision that fits your goals. Whether you’re a beginner or a seasoned...
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Lance Roberts explores how the rise of passive index funds and ETFs has reshaped markets, leading to higher correlations across asset classes and eroding the traditional benefits of diversification. Once considered the cornerstone of portfolio risk management, diversification now struggles as capital floods into passive vehicles—concentrating money in the same stocks and sectors. He’ll break down: Why diversification no longer offers the same protection. How passive investing drives market distortions. The hidden risks behind “set it and forget it” strategies. What investors need to...
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Markets sold off on Friday; nothing really surprising to investors. Markets continue to grind along the trend line, with a little weakness showing in Nvidia and other tech stocks. This is why it's important to keep portfolios balanced between growth a defense. The S&P isn't breaking out, rather moving side ways, tracking right along with the 20-DMA. The biggest concern we have presently is the continuing, large negative divergence in relative strength and momentum. This behavior tends to show up prior to market corrections. Volatility remains extremely suppressed. Gold's consolidation has...
info_outlineParsing 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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