10-25-24 Can You Really Afford to Own a Home?
The Real Investment Show Podcast
Release Date: 10/25/2024
1-1-25 WEDNESDAY Best-of Show EPISODE-7
The Real Investment Show Podcast
This is a mash-up of previously broadcast show audio, from Tuesday (12/8), Wednesday (12/11), Tuesday (12/17), and Wednesday (12/18): More commentary on those who would think they can beat the market, and what's in store if the show goes straight to YouTube (no filter). Old maxims about investing no longer hold true with the velocity of information and distortion of the markets. Why does no one want Value Stocks anymore? Lance and Danny recall reading encyclopedias as youths. The thing about Roth conversions...what are the chances taxes will go lower? SEG-1: S&P 500 vs Everyone Else SEG-2:...
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RIS 12-31-24 The Best-of Show Episode-6
The Real Investment Show Podcast
This is a mash-up of previously broadcast show audio, from Tuesday (12/10) and Monday (12/16): Lance discusses why the NFIB Small Business Index matters (and what it is saying); the NFIB Confidence Index; expectatinos vs actual sales; they always fall short of expectations. Why tariffs are a benefit to small businesses. Outlook is very positive following Trump re-election (most small business owners are conservatively oriented.) Stocks vs Bonds: Earnings growth expectations are too high; what happens if we don't meet them? It was easy managing money this year... A review of Bob Farrell's...
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12-30-24 MONDAY The Best-of The Real Investment Show Episode-5
The Real Investment Show Podcast
This is a compilation of previously broadcast segments gathered from Monday (12/9), Tuesday (12/10), and Tuesday (12/17): Tax-loss Harvesting & RMD's: Do it now. (Why you shouldn't wait until after Christmas.) Understanding the Wash-Sale Rule; speculate in taxable accounts, not IRA's and 401-k's. A plethora of ETF's: all money flows feed into underlying stocks; $1-T into ETF's this year. Where will the next Trillion come from? What's the Risk for market correction? Volatility Index is down to 13; no one is betting on a crash. Where are the money in-flows originating? When inflation...
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12-27-24 FRIDAY The Best-of The Real Investment Show Episode-4
The Real Investment Show Podcast
Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirror such performance. A lack of stimulus money showing up previously in the economy are resulting in these weaker results emerging. Meanwhile, markets continue to do well, and expectations for 2025 are 19%...
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RIS 12-26-24 THURSDAY Best-of Show EPISODE-3
The Real Investment Show Podcast
Portfolio Manager Michael Lebowitz makes a rare, in-studio appearance with Lance Roberts, discussing whether another market liquidity event might be on the horizon? While there is generally good liquidity in the financial system, there are some nascent signs that problems could arise. The ISM Services Index is showing weaknesses, and more economic reports to come this month are likely to mirror such performance. A lack of stimulus money showing up previously in the economy are resulting in these weaker results emerging. Meanwhile, markets continue to do well, and expectations for 2025 are 19%...
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12-24-24 The Best-of The Real Investment Show Episode-2
The Real Investment Show Podcast
This is a mash-up of previously broadcast show audio, from Wednesday (12/4) and Monday (12/9): Periods of extreme leverage and speculation are not new, and the outcomes have consistently been painful for unprepared investors. The late 1990s dot-com bubble serves as a prime example. Speculative bets on internet stocks drove valuations to extraordinary levels, with investors leveraging margin accounts and options to chase gains. When the bubble burst, the Nasdaq lost nearly 80% of its value, leaving leveraged traders especially vulnerable to devastating losses. On being Contrarian: Markets have...
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12-23-24 The Best-of The Real Investment Show Episode-1
The Real Investment Show Podcast
This is a mash-up of previously broadcast show audio, from Tuesday (12/3) and Wednesday (12/4): Periods of extreme leverage and speculation are not new, and the outcomes have consistently been painful for unprepared investors. The late 1990s dot-com bubble serves as a prime example. Speculative bets on internet stocks drove valuations to extraordinary levels, with investors leveraging margin accounts and options to chase gains. When the bubble burst, the Nasdaq lost nearly 80% of its value, leaving leveraged traders especially vulnerable to devastating losses. On being Contrarian: Markets have...
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12-20-24 What the Trump Win Means for Your Taxes
The Real Investment Show Podcast
Heads-up: We're on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links. Rich & Danny's final live show of the year starts with coverage of Tariffs, inflation vs deflation, and Jerome Powell's performance as Fed Head. Being cautiously optimistic: We've been living in a government-driven economy: Markets aren't red or blue; they're green. How estate planning may evovled during the Trump presidency; will the SALT deduction...
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12-19-24 Did the Fed Steal Christmas?
The Real Investment Show Podcast
We're on vacation for the next two-weeks starting Monday (12/23); audio podcasts will be available on iTunes, Spotify, and a host of other audio platforms. Check our website, www.realinvestmentadvice.com for complete links. The House's Continuing Resolution fails to pass muster, thanks to pressure from president-elect Donald Trump and the emerging D.O.G.E. team. Meanwhile, the Fed cuts rates, as expected, but adds a hawkish slant to their language, and markets shed 3% on Wednesday. Lance & Michael discuss whether the Fed has stolen Christmas in this fashion, dealing with the lag effect,...
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12-19-24 The Fed is Never Right
The Real Investment Show Podcast
The Federal Reserve cut rates 25-bp, as expected, but the language was more hawkish than anticipated, and the Fed's "Dot Plot" of anticipated rate cuts for 2025 suggested fewer incidents of rate trimming next year. That took a bit of juice out of the punch bowl and spooked the markets. But remember, the Fed is never right about anything, and these predictions are the worst on anything they do. Lance reviews the ingredients comprising a correction: Extremely suppressed volatility, narrow market breadth, and declining momentum. On Wednesday, following the Fed announcement, markets sold off to...
info_outlineGold Fish are changing their name to Chilean Sea Bass, and Spam will henceforth be known as Filet Mignon; the world has gone awry, and Richard & Jonathan discuss the surprise results from Tesla, Polymarket odds for the 2024 Election, and goal scooping and setting expectations for 2025. Richard compares the Saudi's newest, biggest building in the world to the Tiny Homes trend, and Gen-Z's housing preferences (No car, no garage = no problem!) The Atlanta Fed's Home Ownership Affordability Monitor is a good gauge; the death of Elizabeth Warren's 50-30-20 Rule of Thumb. You can find affordable housing if you look, but you might not like where it is. Housing will eventually become more affordable. Comparisons of Sears' Craftsman Homes to Tiny Home enclaves (as in Independence, Texas); Michelle Bowers' "The Old House Life." Social Security's COLA for 2025 will be up 2.5%, but probably absorbed by increases in prescription drug coverage premium (funny how inflation has tapered just in time for COLA calculations!)
SEG-1: Goal Scooping & Setting Expectations for 2025
SEG-2: Home Ownership Affordability & Tiny Homes
SEG-3: Finding Affordable Homes
SEG-4: More Tiny Homes Talk & SS COLA Changes Coming
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Financial Advisor, 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=jbPQLkasFFk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles mentioned in this report:
"Memory Inflation Warps Bond Yields"
https://realinvestmentadvice.com/memory-inflation-warps-bond-yields/
"Q3 Earnings Estimates Remain Optimistic"
https://realinvestmentadvice.com/newsletter/
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The latest installment of our new feature, Before the Bell, "What the Rising Wedge Pattern May Mean " is here:
https://www.youtube.com/watch?v=C7uHTtKv5KI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Memory Inflation Warps Bond Yields"
https://www.youtube.com/watch?v=S3xSgmwD84s&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=2&t=2104s
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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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