10-1-24 How Long Can the 'Everything Market' Last?
The Real Investment Show Podcast
Release Date: 10/01/2024
1-1-26 2026 Market Outlook: Bullish Case, Bear Risks & Strategy
The Real Investment Show Podcast
As we begin the new year, this New Year’s Day market outlook takes a balanced, risk-aware look at what 2026 may hold for investors. Lance Roberts & Danny Ratliff examine the bullish case for markets, including the macro and technical backdrops supporting higher prices, while also addressing the growing risks beneath the surface—particularly stress in credit markets and the potential for lower long-term returns. The discussion explores how elevated valuations, tighter financial conditions, and shifting economic dynamics could impact portfolio outcomes in the year ahead. We also outline...
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12-31-25 Marketing for Financial Advisors in the AI Age - Greg Joslyn Interview
The Real Investment Show Podcast
Marketing for financial advisors is being reshaped by artificial intelligence, changing search behavior, and tighter compliance constraints. Lance Roberts & Greg Joslyn break down how advisors can adapt their marketing and PR strategies without sacrificing credibility, consistency, or regulatory discipline. We discuss why persistence—not virality—is the true driver of long-term visibility, how AI fits into content creation and search optimization, and why social media works best when it is treated as a conversation rather than a broadcast channel. The discussion also covers optimal...
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12-30-25 Media, Markets & Reality: A Candid Conversation with Tom Zizka
The Real Investment Show Podcast
In this wide-ranging and candid conversation, Lance Roberts is joined by longtime friend and veteran television reporter Tom Zizka to discuss how media, markets, and economic reality have fundamentally changed over the past two decades. The discussion begins with the evolution of modern media—from the rise of social platforms and the “small screen” revolution to the growing pressures of monetization, speed, and narrative framing. Lance and Tom explore how storytelling has shifted from context-driven reporting to image-driven headlines, and what that means for public perception, trust,...
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12-26-25 Legacy Conversations for the Holidays
The Real Investment Show Podcast
The holidays bring families together—but they also create a rare opportunity to talk about something that truly matters: legacy. Richard Rosso & Sarah Buenger explore how thoughtful, well-framed conversations about money, wishes, and values can become one of the greatest gifts you give your family. Research shows that nearly 70% of parents have never discussed inheritance with their children, often leaving confusion, conflict, or unresolved questions behind. Questions lead to stories. Stories lead to understanding. And understanding builds a legacy that lasts beyond the holidays. 0:00 -...
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12-25-25 Christmas Day Q & A
The Real Investment Show Podcast
Our Christmas Day Best-Of episode revisits some of the most important investing and financial planning discussions of the year. Lance Roberts, Danny Ratliff, & Jonathan Penn examine whether the traditional 60/40 portfolio still serves its original purpose of reducing volatility, and what the three legs of investing mean in today’s market environment; whether the Federal Reserve has shifted away from its inflation mandate, how to interpret 2- and 3-standard-deviation market moves using tools like Bollinger Bands, and which economic data truly matters for investors—and where to find it....
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12-24-25 The Fed at a Crossroads - Joseph Wang Interview
The Real Investment Show Podcast
The Federal Reserve is entering a pivotal phase, and the decisions it makes now will define the next era of monetary policy. Lance Roberts and The Fed Guy, Joseph Wang, examine the structural forces putting the Fed at a crossroads—from rate cuts and shifting labor-market dynamics to the long-term impact of AI, tariff-driven inflation, and changes in the Fed’s balance-sheet strategy. We explore why markets appear bullish on economic growth despite weakening employment data, how tariff inflation may be a one-time impulse, and what a redesigned policy framework could look like as banks,...
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12-23-25 Dollar Power, AI, and the New Financial Order - The Brent Johnson Inerview
The Real Investment Show Podcast
In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down what’s really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift. If you're looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are forming—this is a must-watch. 0:00 - INTRO 0:56 - Dollar Pessimism is Everywhere 3:32 - Why the Dollar Loses Purchasing Power: Inflation 5:08 - How Reserve Currencies Work - Why the Dollar is...
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12-22-25 When Fed Narratives Meet Market Data
The Real Investment Show Podcast
Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Roberts examines the growing gap between the Federal Reserve’s soft-landing narrative and what inflation, employment, consumer spending, and earnings expectations are actually signaling. While markets have stabilized following recent volatility, participation remains narrow, sentiment is elevated, and valuations appear priced for a smooth economic outcome in 2026. Lance Roberts breaks down the technical backdrop, including key support and...
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12-22-25 Too Soon for Santa? | Before the Bell
The Real Investment Show Podcast
Markets are doing what they often do this time of year—attempting to stabilize and rally amid choppy trading. While some are already declaring that the Santa Claus Rally is “dead,” history suggests patience is warranted. The official Santa Rally window hasn’t even begun yet, and statistically, the odds still favor a year-end lift. Lance Roberts breaks down why recent pullbacks below key moving averages triggered algorithmic selling—and why disciplined investors avoid knee-jerk reactions. With markets rebounding above short-term technical levels and consolidating gains from earlier in...
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12-19-25 What Great Financial Planning Looks Like
The Real Investment Show Podcast
What should a great financial planning experience actually look like? For many investors, “financial planning” is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive — and far more valuable. Richard Rosso breaks down the essential elements of effective financial planning. True financial planning is not about predicting markets or selling products. It is about building a durable framework that helps investors make better decisions through market...
info_outlineIt's a big news week: The Dock Workers' strike has begun, Israel is launching a land assault into Lebanon, and celebrity deaths (Pete Rose, Kris Kristofferson) top the news. And Jimmy Carter turns 100. Meanwhile, Q3 Earnings Season commences after three very strong quarters of business in what has been one the of the best presidential years since the 1950's. A correction at this point would be healthy for markets. We think there will be a 3- to 5% correction before elections, creating room for markets to rally into year's end. Lance's rant on the Coffee Pod scam, and the SEC doesn't have far to look (Congress!) for insider trading. Lance and Jon look at market performance, global money flows, and observe the 'everything market.' Commentary on potential disruption by dock workers' strike. YouTube likes & paywalls; there are two more Fed meetings in 2024; how many rate cuts to come? For inestors in search of dividend growth, the challenges are in an 'everything market:' there must be buyers AND sellers. No more T-bil & chill. Why "getting back to even" is a investor trap.
SEG-1: Dock Workers' Strike & Earnings Season Begin
SEG-2a: Coffee Rant & Insider Trading
SEG-2b: How Long Can the Everything Market Last?
SEG-3: How Big a Deal Will the Port Strike Be?
SEG-4: Two More Fed Meetings to Go: How Many Cuts?
RIA Advisors Chief Investment Strategist Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=NXDkHBLrkRI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=7s
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Articles mentioned in this report:
"The “Everything Market” Could Last A While Longer"
https://realinvestmentadvice.com/the-everything-market-could-last-a-while-longer/
"Confidence Dichotomy – Consumers Vs. Investors"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "Get Ready for Earnings Season Tomorrow" is here:
https://www.youtube.com/watch?v=v2NaQU4oXC0&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=3s
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Our previous show is here: "Is Micro-Retirement Right for You?"
https://www.youtube.com/watch?v=SjPwPSI_rpI&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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