1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation
The Real Investment Show Podcast
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 simpler—and more uncomfortable: starting the conversation. Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution. 0:00 INTRO 0:19 - Punxsutawny Ted Cruz & Texas Winters 1:47 - The Hardest Part About Legacy Planning 3:20 - When You Have Kids... 5:57 - The Basics of Health Directives 7:25 - The Five Wishes process...
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1-22-26 What Kevin Warsh Brings to the Fed
The Real Investment Show Podcast
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 role under Donald Trump. Which begs the question: What would a Warsh-led Federal Reserve actually bring to markets? Lance Roberts & Michael Lebowitz explore the possibilities of a Warsh Fed: Would such likely be more tolerant of volatility, rely less on emergency interventions, and place greater emphasis on valuation, fundamentals, and disciplined policy rules? 0:00 INTRO 0:18 - Earnings, Economics, & Imminent Greenland Deal 2:48 -...
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1-22-26 Markets Stall at Resistance - Volatility Ahead? | Before the Bell
The Real Investment Show Podcast
Markets are continuing to digest the recent break below the rising trendline, which has now turned into overhead resistance. Wednesday’s rally attempt stalled precisely at that level before selling pressure resumed. Momentum remains on a sell signal, suggesting near-term upside could stay limited, and a bit more volatility would not be surprising over the next several sessions. Importantly, buyers are still present, waiting for better entry points. This is why reacting emotionally to a single down day can be costly. Let price action confirm whether there is real follow-through or simply...
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1-21-26 It’s Q&A Day — and (almost) anything goes
The Real Investment Show Podcast
Lance Roberts & Danny Ratliff tackle questions directly from our YouTube chat, addressing financial issues you're most concerned about right now. From market volatility and rising bond yields to Federal Reserve policy, portfolio risk, and retirement planning — nothing is off the table. 0:00 INTRO 0:18 - Davos Headlines & Earnings Season Continues 3:14 - Markets Sell-off 8:28 - Weekend Review & Open Q&A 9:29 - How High Can 10-Year Treasury Yields Get? 13:45 - The De-Globalization Myth Debunked 17:00 - Focus on Total Returns at 71? 20:49 - How Do You Lower Taxes in...
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1-21-26 No Time to Panic | Before the Bell
The Real Investment Show Podcast
Markets broke lower on Tuesday, falling out of a consolidation wedge after weekend headlines reignited policy uncertainty. In the process, the market violated multiple technical support levels at once—including the 20-day and 50-day moving averages—triggering a short-term momentum sell signal and increasing volatility. While the downside move erased several layers of support in a single session, this is not the time for panic selling. Markets quickly shifted from overbought to oversold conditions, and history shows that moving-average violations are often followed by sharp reflex rallies....
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1-20-26 Is a House Still a Good Investment in 2026?
The Real Investment Show Podcast
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 investment debate through a time-horizon lens, comparing housing to stocks, examining historical “win rates,” and explaining why transaction costs, leverage, and holding period matter far more in real estate than most buyers realize. 0:00 INTRO 0:19 - Moving into the Heart of Earnings Season 5:36 - Markets' Price Consolidation Breaks to the Downside 9:51 - Lance & Jonathan's Weekend Recap 11:36 - Collegiate Investors - Be Careful...
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1-20-26 Short-term Volatility Ahead | Before the Bell
The Real Investment Show Podcast
Markets are breaking down from a rising wedge pattern, triggering a short-term momentum sell signal. Downside targets include the 50-DMA near 6,810 and the 100-DMA around 6,720—both important support levels to monitor. A 2–5% pullback is not unusual and is part of the normal investing process. While selling pressure may continue for a few sessions as sellers move lower to meet buyers, this does not signal the start of a major market downturn. Tariff headlines may create short-term noise, but they do not materially alter forward earnings expectations for major U.S. companies or the broader...
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1-19-26 The Metric that Matters - The Michael Green Interview
The Real Investment Show Podcast
What really matters for markets in 2026—and why are most forecasts focused on the wrong metrics? Lance Roberts visits with Simplify Portfolio Manager & Chief Investment Strategist, Michael Green, CFA, to examine the structural changes inside today’s markets that are reshaping price discovery, volatility, and risk. From the rise of passive investing and ETF dominance to the growing disconnect between fundamentals and flows, the mechanics of how markets trade have changed dramatically. We explore why small-cap and mid-cap stocks remain the most economically sensitive indicators, how ETFs...
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1-16-26 Social Security Reform: Expansion or Cuts?
The Real Investment Show Podcast
Congress is debating major changes to Social Security—and the outcome could mean benefit expansion or future cuts. With trust fund shortfalls projected by 2033, lawmakers have introduced a wave of bills aimed at increasing benefits, changing cost-of-living calculations, and redefining how and when Americans claim Social Security. Richard Rosso breaks down the key Social Security reform proposals currently circulating in Congress, what they would change, why most face steep political hurdles, and what these debates mean for retirement planning in the years ahead. 0:00 - INTRO 0:19 - Social...
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1-15-26 Silver’s Surge: Bubble or Fundamentals?
The Real Investment Show Podcast
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 micro-bubble cycles. 0:00 - INTRO 0:19 - Oil Prices Slide, CPI/PPI Moderate 8:15 - Index Performance Comparisons 14:33 - PPI/CPI Increase rate Cut Expectations 17:19 - The Risks of Reflation 20:48 - GDP Predictions? 23:08 - The Saga of the Silver Bubble 26:18 - Meme Stocks & SPAC's 29:57 - What's the Narrative in Silver? 31:41 - Silver, Gold, & Commodity Supply-Demand Imbalances 34:03 - Unlike God, Silver is a Critical...
info_outlineMarkets generated a rather disappointing rally on Monday, giving up about half of its gains by the end of the day. The good news: Markets closed positive, bounced off the 100-DMA, and were over-sold on a relative strength basis. That initial bounce off support indicated markets are clearly not out of the woods yet, still on a sell signal, indicating weaker prices are still ahead. This will suppress any positive action until the sell signal can be worked off. Markets initially failed at resistance at the 50-DMA. If markets cannot hold support at the 100-DMA, the next level downward will be at the August lows at the 200-DMA. We are currently in the mode of managing risk rather than trying to gain exposure in the markets. Unfortunately, no decent set up in Bonds has yet occurred, and those issues remain extremely over-bought; there's no opportunity now to increase exposure in bonds: It's difficult to add bonds to a portfolio now. If you own them, hang onto them.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch the video version of this podcast:
https://www.youtube.com/watch?v=4RnurWaljp8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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