Libsyn Directory

9-27-24 Is Micro-Retirement Right for You?

Release Date: 09/27/2024

9-16-25 Three Key Influences Driving Markets into December | Before the Bell

The Real Investment Show Podcast

Markets continue the current phase of compression and no big moves in anticipation of Fed rate cuts to be announced tomorrow. Markets are operating under the lowest levels of compressed volatility we've seen in a while. Markets have just been ticking-up (or down) 20-basis points, 30-basis points each day, not making much headway. There is a slight tilt of more buyers than sellers at this point. The MACD buy signal is ON at elevated levels, which limits much more upside. We have moved into the seasonally weak period of the year, August and September, in which there is typically more volatility,...

9-15-25 Earnings Slowdown Ahead - Jobs Data Sends Warning

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...

9-15-25 All Time Highs on Muted Moves | Before the Bell

The Real Investment Show Podcast

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...

9-12-25 The Essential Hierarchy of Money Goals

The Real Investment Show Podcast

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...

9/11/25 There Ain't No Inflation

The Real Investment Show Podcast

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...

9-11-25 The AI Trade is Back | Before the Bell

The Real Investment Show Podcast

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...

9/10/25 Are We On the Edge of Recession?

The Real Investment Show Podcast

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 &...

9-10-25 Money Flows Bolster Markets | Before the Bell

The Real Investment Show Podcast

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,...

9/9/25 The Best Way to Buy Bitcoin: Smart Investors Guide

The Real Investment Show Podcast

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...

9/8/25 Why is diversification failing investors in the age of passive investing?

The Real Investment Show Podcast

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...

More Episodes

Jonthan & Jonathan stand in for Danny & Rich with a preview of today's PCE report, and inklings of dissent within the Fed on the latest rate cut. The handwriting is on the wall for Savers; time to reassess strategies as interest rates fall. Ho will the election outcomes affect your financial planning? Worst-case scenario: a contested election (the markets hate uncertainty). With the ebb and flow of markets, we make adjustments on the fly, not per formula. Interest Rates & Real Estate: As rates come downm, time to buy or refinance? How Mortgage Rates and Fed Rates behave; patience is a virtue. Has the average income needed to buy a house come down? The concerpt of micro-retirement: Is it a good idea from a financial planning aspect? Younger vs older generation; consequences of micro-retirement (Brent reveals his nano-retirement). The importance of diversification of accounts; Roths & tax free withdrawals. Our end-of-year checklist: Tax planning and Roth conversions. Dealing with RMD's (required minimum distribution) and QCD's (qualified charitable donation).

SEG-1: PCE Preview & Dissent at the Fed
SEG-2: Interest Rates & Real Estate: Is the timing right?
SEG-3: Is Micro-Retirement Right for You?
SEG-4: The Importance of Diversification of Accounts

Hosted by RIA Advisors Senior Financial Advisors, Jonathan Penn, CFP, and #Jonathan McCarty, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=SjPwPSI_rpI&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: "Bull Steepener Alert: How Agency REITs Can Supercharge Your Portfolio"
https://www.youtube.com/watch?v=jGbMCOPuPGI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
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Contact Us: 1-855-RIA-PLAN
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https://www.simplevisor.com/register-new
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Connect with us on social:
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