9-26-24 Bull Steepener Alert: How Agency REITs Can Supercharge Your Portfolio
The Real Investment Show Podcast
Release Date: 09/26/2024
6-12-26 Choosing a Financial Advisor - Best of Financial Fitness Fridays
The Real Investment Show Podcast
What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, estate planning, and behavioral coaching, or just selling products and chasing performance? Richard Rosso & Jonathan McCarty break down the real role of a financial advisor, what services matter most, how advisors are compensated, and the warning signs investors often miss. We also discuss fiduciary standards, portfolio management, communication expectations, financial planning, and why transparency matters more than promises.. Here's a...
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6-11-26 Why the Dollar Still Rules - Brent Johnson Interview
The Real Investment Show Podcast
Is the U.S. Dollar really collapsing, or is the world still trapped in a dollar-based system with no true alternative? Today’s discussion breaks down the myths behind de-dollarization, why BRICS nations still face trust problems, and how the global monetary system depends on U.S. dollar liquidity, debt markets, and swap lines. We examine the relationship between gold, oil, fiat currencies, and central bank reserves, along with why the dollar continues to dominate global trade despite endless bearish headlines. We also discuss why fiat currencies are intentionally designed to lose value over...
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6-10-26 Wives Take Over: Money, Marriage, and Real Talk - ENCORE
The Real Investment Show Podcast
What happens when the wives take over the show? The tables are turned as Michelle Ratliff & Christina Roberts step in to answer the questions investors never hear. From what Lance and Danny would really be doing outside of wealth management, to what happens if they suddenly win the lottery, we blend humor with surprisingly real financial insight. We also dig into the realities of managing money at home: Where couples disagree about finances Where financial values actually align How to teach kids a healthy relationship with money Plus, a hilarious (and relatable) breakdown of “Girl...
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6-9-26 The Dirty Dozen of Estate Planning - The Russ Newton Interview
The Real Investment Show Podcast
The Dirty Dozen of Estate Planning: Are you making costly estate planning mistakes without realizing it? Jon Penn and Estate Attorney Russ Newton break down the most common errors people make when creating wills, trusts, powers of attorney, beneficiary designations, and charitable gifting strategies. From dying intestate and failing to update documents, to misunderstanding Texas estate laws, TOD and Lady Bird deeds, testamentary trusts, and living trusts, this discussion covers the practical steps families can take to protect assets and avoid unnecessary legal problems. We also explore...
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6-8-26 Lending Cycles & Real Estate Risk - David Zugheri Interview
The Real Investment Show Podcast
What really drives lending cycles, and why do they always seem to end the same way? Lance Roberts and RealFin Capital founder, David Zugheri, break down how credit is created, why risk builds beneath the surface, and what happens when underwriting standards begin to loosen. From the origins of the RTC to today’s lending environment, we explore the structural forces that shape booms, busts, and the transfer of wealth across the economy. We also dig into the evolution of housing, the growing risks in multi-family real estate, and the unintended consequences of regulation on credit...
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6-5-26 Aging Alone: The Financial, Legal, and Caregiving Plan
The Real Investment Show Podcast
More Americans are entering retirement without a spouse, children nearby, or a built-in support system. Aging alone presents unique financial, legal, healthcare, housing, and caregiving challenges that require proactive planning long before a crisis occurs. Richard Rosso & Devoda Owens discuss the essential steps solo agers should take to maintain independence, protect their finances, prepare for healthcare needs, and create a reliable support network. Whether you are approaching retirement, already retired, or helping a loved one navigate the aging process alone, this discussion...
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6-4-26 Single Sector Driving Markets | Before the Bell
The Real Investment Show Podcast
One Sector Is Driving Everything The S&P 500 continues to make new highs, but the story beneath the surface is far different. Technology and semiconductors have become the dominant force behind market performance, creating a widening gap between the S&P 500 and nearly every other major sector and factor. In today's pre-market update, we compare the S&P 500 to Momentum, Value, Quality, Energy, Healthcare, Utilities, Materials, and Technology. The results reveal just how concentrated market leadership has become and why many diversified portfolios may appear to be lagging despite...
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6-3-26 Q&A Wednesday: Market Momentum Slows
The Real Investment Show Podcast
It's Q&A Wednesday, where we tackle your investing, retirement, market, and economic questions live. Today's topics include whether defense and drone companies remain attractive investments, if weak cryptocurrency performance is a warning sign for broader markets, how Kevin Warsh could impact interest rates and financial markets, and what size correction would warrant deploying additional cash. We also discuss investor psychology, risk versus reward for re-entering markets, whether investors need to put money to work immediately, building income-generating portfolios with municipal bonds,...
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6-3-26 Markets Need a Breather | Before the Bell
The Real Investment Show Podcast
Stocks are now approaching 10 consecutive weeks of gains since the April lows, but the pace of the rally is beginning to slow. While momentum remains positive and markets continue to grind higher, signs of buyer exhaustion are becoming more apparent. In today's Before the Bell, we examine weakening daily advances, narrowing trading ranges, softer volume trends, and the growing gap between prices and key moving averages. We'll discuss why a short-term pullback may be healthy, why the 20-DMA remains important support, and why the 50-DMA could become the next logical downside target if markets...
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6-2-26 Needs vs. Wants - What Investors Get Wrong
The Real Investment Show Podcast
Investors continue to focus on familiar concerns such as the U.S. dollar, bond yields, oil prices, and geopolitical tensions. But are the biggest risks and opportunities actually hiding in plain sight? Lance Roberts & Jon Penn discuss several important questions facing investors, like what market risks and opportunities may be receiving too little attention right now, and why predicting portfolio returns over the next 12 months is an impossible task, and what investors should focus on instead. Here's a topical rundown of today's show: 0:00 - INTRO 1:05 - Software & Maga Cap Tech Carry...
info_outlinePlenty 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 there more cuts to come? Millennial Earnings Season and no buy backs will impact markets soon. Is the AI trade dead? Don't count on it. Micron turned in a strong earnings report, and the CIA's own AI investments(?) are doing verrry well. Markets' short term Cup & Handle formation confirmed Wednesday; this is now the second-biggest year for equities inflows since 2014. However, there are negative divergences from market trends indicating the current upward trajectory may be nearing an end. The Fed's rate cut was a "normalization" cut; there are disturbing signs in the labor market. Just like real estate's "location, location, location" mantra, the market is all about "liquidity, liquidity, liquidity." There is a large divergence between markets and sentiment. Lance explains what Red Robin is (and why he's a VIP there); Rate cuts and bond yields: why they track inflation. Downward revisions to GDP will help bond yields; why paying attention to pricing (market psychology) is important; part of the cycle. Lance and Michael talk Technical Analysis and adhering to the fundamentals helps build investor discipline. What happens when too much money is chasing too few stocks. PCE news will help determine direction of the market. Yield curves and Agency REITs during steepening.
SEG-1: Is the AI Trade Dead? Not hardly
SEG-2: This Was the "Normalization Cut" By the Fed
SEG-3: Red Robin VIP, Rate Cuts, & Bond Yields
SEG-4: Why Technical Analysis Doesn't Work for Everyone...but could
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=jGbMCOPuPGI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"Agency REITs For A Bull Steepener"
https://realinvestmentadvice.com/agency-reits-for-a-bull-steepener/
"50 Basis Point Rate Cut – A Review And Outlook"
https://realinvestmentadvice.com/50-basis-point-rate-cut-a-review-and-outlook/
"Analysis Of The Market As The Fed Cuts Rates"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Flow Trumps Thesis" is here:
https://www.youtube.com/watch?v=_qzcif6GGmc&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=1s
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Our previous show is here: "Rate Cuts & Recession Fears: Will Politics Drive Your Portfolio Off a Cliff?"
https://www.youtube.com/watch?v=KufUmig7vX8&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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