10-8-24 Volatility is Flashing a Caution Light
The Real Investment Show Podcast
Release Date: 10/08/2024
10-19-26 Why Bad Inflation May Be Good for Markets
The Real Investment Show Podcast
Is inflation here to stay, or could higher prices eventually correct themselves? Lance Roberts explains why the difference between "good" and "bad" inflation matters for the Federal Reserve, interest rates, Treasury yields, and the stock market. We examine what inflation trends reveal about consumer purchasing power, Federal Reserve policy, bond yields, and the outlook for investors. Could today's inflation pressures eventually become tomorrow's economic weakness? 0:00 - INTRO 0:51 - Heavy Week of Earnings Driving markets 2:05 - Markets Sell off on Friday 3:52 - Markets Still Stuck in Same...
info_outline
10-19-26 Tech Stocks Take a Hit | Before the Bell
The Real Investment Show Podcast
Technology stocks are under pressure as investors rotate from growth to value, while the S&P 500 approaches a critical test of its 100-day moving average. Following Friday's selloff, the market remains trapped in a two-month consolidation range, with a short-term momentum sell signal suggesting further downside pressure. AI-related suppliers and neocloud stocks suffered particularly sharp losses, even as broader market breadth improved. Lance Roberts examines how falling 10-year Treasury yields are fueling sector rotation, why equal-weight stocks are outperforming mega-cap technology, and...
info_outline
10-16-26 The Hidden Costs of Pet Ownership
The Real Investment Show Podcast
How much does owning a dog or cat really cost over its lifetime? From adoption fees and food to veterinary care, pet insurance, and estate planning, pet ownership comes with financial obligations that can significantly affect your household budget. Richard Rosso & Jonathan McCarty examine the true lifetime costs of pet ownership, including the differences between dogs and cats, unexpected healthcare expenses, dental care, travel arrangements, and ways to manage financial risks. Should pet expenses have their own line item in your financial plan? Is pet insurance worth the premiums? And...
info_outline
10-15-26 Inflation Runs Hot: What's Next for the Fed?
The Real Investment Show Podcast
Inflation remains stubbornly elevated, raising fresh questions about the Federal Reserve's next move on interest rates. Will the Fed hold rates higher for longer, or will slowing economic growth force policymakers to reconsider? Lance Roberts and Michael Lebowitz examine the latest inflation trends, the Fed's interest rate outlook, and what persistent price pressures could mean for the stock market, Treasury yields, and investors. Can the Federal Reserve bring inflation under control without undermining economic growth? We discuss the challenges facing monetary policymakers, the risks of...
info_outline
10-15-26 Hot Inflation, Stalled Markets | Before the Bell
The Real Investment Show Podcast
Hotter-than-expected CPI inflation data sent stocks lower Wednesday, erasing the S&P 500's recent breakout to all-time highs and pushing markets back into the trading range that has persisted since August. With the index now threatening to test its 100-day moving average, is a larger correction developing, or is this simply normal October market behavior? Lance Roberts examines why improving market breadth and a rotation from growth to value stocks may be helping stabilize markets despite weakness in Technology and semiconductor shares. The equal-weighted S&P 500 (RSP) is showing signs...
info_outline
10-14-26 Q&A Wednesday: Real Answers. Real Advisors.
The Real Investment Show Podcast
What do the latest economic developments, stock market trends, Federal Reserve policy, and geopolitical events mean for your investments and retirement plans? Join Lance Roberts and Danny Ratliff for Q&A Wednesday as we examine the past week's financial headlines, market volatility, interest rates, Treasury yields, and investment opportunities. 0:00 - INTRO 0:56 - CPI Day & Financials 3:23 - Rotation from Growth to Value 4:04 - Russell 2000 Breaks 200-DMA 7:07 - Allergies & Interest Rates and Real Estate 12:37 - Investment Capital Movement from Europe to US 13:05 - Bear...
info_outline
10-14-26 S&P 500 Masks Market Weakness | Before the Bell
The Real Investment Show Podcast
The S&P 500 continues to hold steady, but beneath the surface, market weakness persists as investors rotate from growth stocks into value. Technology and semiconductor stocks are facing selling pressure, while mega-cap names like Apple, Alphabet (Google), and Nvidia help support the market-cap-weighted S&P 500. Meanwhile, the Russell 2000, S&P SmallCap 600, and S&P MidCap 400 reveal a different picture. Small-cap and mid-cap stocks continue to struggle, with weak market breadth and widening performance gaps across sectors. In today's Before the Bell, Lance Roberts examines the...
info_outline
10-13-26 Is Gen Z Gambling Away Its Future? (Are Bonds a Safe Bet?)
The Real Investment Show Podcast
Is Gen Z gambling away its financial future? And with 10-year Treasury yields near 5%, are bonds finally offering investors a safer bet? Lance Roberts & Jon Penn examine two very different approaches to financial risk: the growing popularity of sports betting, online gambling, and speculative trading among younger Americans, and the potential investment opportunities emerging in the U.S. Treasury market. 0:00 - INTRO 1:12 - Bill King Recap* & Gen Z Gambling Preview 2:27 - Earnings Season Kicks off: Banks' Buying Opportunity? 4:35 - The Only Thing Holding Market Up is Technology...
info_outline
10-13-26 Are Bank Stocks Bottoming? | Before the Bell
The Real Investment Show Podcast
The S&P 500 remains near all-time highs, but Technology and Energy are doing most of the heavy lifting. Financials, Utilities, and Real Estate continue to lag, exposing weakness beneath the broader market. In today's Before the Bell, Lance Roberts examines the pressure on bank stocks, including JPMorgan Chase (JPM) and Goldman Sachs (GS), as oversold conditions, earnings reactions, and emerging technical buy signals suggest a potential turning point. With some financial stocks trading near three-standard-deviation oversold levels, could an early selloff give way to afternoon buying? Lance...
info_outline
10-12-26 Depopulation: What Happens When the Population Shrinks? The Bill King Interview
The Real Investment Show Podcast
What happens to the economy when population growth slows—or goes into reverse? Lance Roberts & Bill King explore the demographic forces reshaping the United States and the world, from falling birth rates and China’s One Child Policy to immigration, aging populations, Social Security, housing, inflation, and the future of work. We examine what depopulation really means for economic growth and retirement sustainability, why demographic shifts could alter housing demand and labor markets, and how immigration policy may become increasingly important as countries compete for workers and...
info_outlineMarkets sold off on Monday as part of a price compression process. Futures are pointing upward this morning, and markets need to hold levels today. We're on a sell signal and need to work off over bought positions. Earnings season will generate the next set of drivers as we head into the election. Mid-October thru the end of the month tends to be a bit weaker period. Meanwhile, volatility has been very quietly rising, which normally coincides with market correction. Three- to four- to five-percent corrections are very likely when it occurs as markets are going up.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
-------
Watch the video version of this podcast:
https://www.youtube.com/watch?v=jZjtt_VxvqY&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
-------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
--------
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
--------
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/
#Volatility #2024Election #Employment #MarketVolatility #IsraelIranConflict #MiddleEast #CrudeOil #MarketCorrection #MovingAverages #SellSignal #BuySignal #EarningsSeason #EarningsOutlooks #MoneyFlow #MarketBullishness #TechnicalAnalysis #FederalReserve #PortfolioRisk #MarketRally #MarketBreakout #FederalReserve #InterestRates #FedRateCut #BondYields #YieldCurveInversion #MarketRally #MarketBounce #MarketRisk #Overbought #MarketBullishness #MarketVolatility #20DMA #50DMA #100DMA #InvestingAdvice #InvestingThesis #Money #Investing