Libsyn Directory

11-21-24 Will Trump Tariffs Be Inflationary?

Release Date: 11/21/2024

The Real Investment Show Podcast

It's a cornucopia of content episode for this Friday following Thanksgiving, and Richard Rosso and Jonathan McCarty bemoan the demise of the U.S. Penny, the fallacy of risk tolerance questionnaires, Rich's Financial Fitness Garage and creating Retirement income; plus Rich's salutation for Thanksgiving. 0:00 - INTRO 0:44 - The Demise of the U.S. Penny 4:54 - Financial Risk Surveys - Rich & Jonathan's Scores 11:05 - Rich's Fitness Garage - Creating Retirement Income 24:41 - Happy Thanksgiving to You! 👉 Subscribe for weekly insights on investing, behavioral finance, and...

11-27-25 Thanksgiving Day Special - Market Cycles, Tariff Checks, & 50-Year Mortgages

The Real Investment Show Podcast

Full market cycles matter more today than at any point in the last 15 years. Lance Roberts breaks down why valuations, history, and market structure all point to a simple truth: Every bull market is only half the story. The other half is the bear. Lance's approach isn’t bullish or bearish. It’s risk-focused. Your job as an investor isn’t to predict the next crash—it’s to avoid catastrophic losses that erase years of gains during the completion of a full market cycle. Lance and Danny Ratliff ponder Tariff Rebates and 50-year mortgages, and Lance and Michael Lebowitz pontificate...

11-26-25 Confidence, Chaos & The K-Shaped Economy — Peter Atwater Explains What’s Coming

The Real Investment Show Podcast

Peter Atwater, one of the leading voices on confidence-driven behavior in markets and society, joins Lance Roberts to share how certainty, control, and herd mentality shape every major trend investors face today. Lance and Peter discuss The Confidence Map, why people behave differently when they’re in the “comfort zone” versus the “stress center,” and how these shifts explain the rise of speculative investing, the bifurcated K-shaped economy, and the growing disconnect between Wall Street and Main Street. Atwater explores how consumer confidence is driving AI enthusiasm, why the...

11/25/25 The System Is Broken: What Money Really Means Now - Garrett Baldwin Interview

The Real Investment Show Podcast

The financial system we rely on today isn’t what it used to be. From the Fed’s creation of “reserves” instead of real money to the collateral-driven markets that emerged after 2008, Lance Roberts & Garrett Baldwin break down how the game has changed—and what it means for your wealth. We cover everything from repo markets, ETFs, and the Buffett Indicator to the rise of passive investing and why sovereign nations are quietly buying gold. Plus, we explore how debasement works in real terms—through asset prices, housing costs, and purchasing power—and why education about money is...

11-24-25 Solana vs Bitcoin: The New Treasury Strategy

The Real Investment Show Podcast

Is Solana the next evolution of Bitcoin’s corporate playbook? Lance Roberts and DeFi Development Corp. CFA, Parket White, explore how digital assets like Solana, stablecoins, and tokenized treasuries are reshaping balance sheet strategy for companies and investors alike. 0:19 - INTRO 2:11 - Digital Asset Strategy & Solana - the upside potential 3:36 - The MicroStrategy Idea - holding Bitcoin (instead of Gold) 6:31 - Treasury Vehicle Advantages - access Taxation of Cryptocurrency 9:11 - Disadvantages & Risks of Cryptocurrency - liquidity issues & Michael Saylor's view: Shifting to...

11-21-25 Roth Conversion Strategy: What Actually Works

The Real Investment Show Podcast

Not all Roth conversions are created equal — and new research shows a clear winner. Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period: • Staying in a traditional IRA/401(k) and taking RMDs • A one-time Roth conversion • A gradual, multi-year conversion strategy We examine how taxes, RMDs, longevity, and investment returns affect the outcome — and why a one-time conversion often comes out ahead if you can handle the upfront tax bill. 0:19 - The Sexiest Word in...

11-20-25 How The Fed Deals Liquidity: The Monetary Toolbox

The Real Investment Show Podcast

How does the Federal Reserve actually supply liquidity to the financial system? And why have markets become so dependent on the Fed since 2008? Lance Roberts & Michael Lebowitz break down the complete Fed liquidity toolkit—from QE and QT to the Standing Repo Facility, IORB, ON RRP, OMO, and the Discount Window—and explain why these tools create the “floor and ceiling” of overnight rates. 0:00 - INTRO 0:18 - Nvidia Kill It; Rate Cut Odds Decline 4:06 - Markets Under Pressure; Setting Up for Rally 10:29 - Markets' Post-Nvidia Relief Valve 15:53 - Oracle, CoreWeave, and CDS's...

11-20-25 Why This Pullback Isn’t a Panic | Before the Bell

The Real Investment Show Podcast

Markets have been under pressure lately—especially in Technology—as investors worry about stretched valuations, widening credit default swaps, and whether the AI trade is finally losing steam. Despite the noise, this remains a minor, healthy pullback of roughly 3%, not a full-blown correction. In this pre-market update, we break down why the decline feels worse than it is, why the next two weeks of November historically favor stronger performance, and how mutual fund distributions in December may create volatility before a potential year-end rally. Nvidia is today’s major market mover....

11-19-25 Pension or Lump Sum - What's the Smarter Move?

The Real Investment Show Podcast

Choosing between a company pension and a lump-sum payout is one of the biggest financial decisions many pre-retirees will ever face—especially for workers in industries facing layoffs or restructuring, like the major oil companies in Houston right now. Lance Roberts & Danny Ratliff break down the key factors to consider when comparing a lifetime pension annuity versus taking a lump-sum distribution you can invest or convert into a private annuity. Using a real-world scenario from a viewer—age 64, a $700,000 lump-sum offer, and a sizable 401(k)—we explore the risks, trade-offs, and...

11-19-25 Market Panic? It’s Just a 3% Pullback | Before the Bell

The Real Investment Show Podcast

Markets are pulling back and investor anxiety is rising, with the S&P down about 3% from the peak and the NASDAQ off roughly 5%. Headlines warn of “relentless selling,” but this is exactly what happens after a powerful rally. We just experienced one of the strongest six-month runs since 1990—corrections are part of the process. In today’s pre-market update, we break down why this drawdown isn’t a crisis, why risk management matters even in bull markets, and how investor narratives can quickly fall apart. The recent weakness in Bitcoin and NASDAQ lines up with technical signals...

More Episodes

A preview of risks on the horizon, including Trump Tariffs, interest rates, and how debt and deficits are economic drivers. What are the effects on corporate profitability?Will valuations be problematic next year? Lance revews Nvidia's stellar quarterly report and analysts' expectations for 2025. Bitcoin is tracking WITH the US Dollar, not against it as a de-dollarization asset. CNBC completely misses "first man in space" trivia question (Yuri Gagarin, not Alan Shepherd); Lance & Michael discuss Nvidia's quarterly earnings and obscene, 55% profit margin: Does the company risk losing market share to an competitor willing to work for a piece of that pie? A discussion of the anticipated Trump Tariffs, and their impact on corporate profitability; what potential offsets will exist? What choices will consumers make (potentially refusing to buy), and what is the real impact on inflation in the aggregate: The seen and unseen effects and potential retaliatory tariffs. NOTE: Hoover's tariffs are suspect in making the 1930's Depression worse. Why the US' poorest state, Mississippi, has a higher GDP than the country of France: The cost of government intervention. MicroStrategy, BitCoin, and stupid investor investments.

SEG-1: Looking at the Risk-on Horizon
SEG-2: Why Nvidia is Still "Cheap"
SEG-3: Will Trump Tariffs Really Be Inflationary?
SEG-4: Stupid Investor Investments

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=VE5okKP_9hM&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=2
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Articles mentioned in this report:
"Trump Tariffs Are Inflationary Claim The Experts"
https://realinvestmentadvice.com/resources/blog/trump-tariffs-are-inflationary-claim-the-experts/
"Yardeni And The Long History Of Prediction Problems"
https://realinvestmentadvice.com/resources/blog/yardeni-and-the-long-history-of-prediction-problems/
"Trump Trade” Sends Investors Into Overdrive"
https://realinvestmentadvice.com/resources/newsletter/
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The latest installment of our new feature, Before the Bell, "Nvidia Doesn't Disappoint" is here:
https://www.youtube.com/watch?v=j1rOq_VH06M&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Wall Street Lowers 2025 Expectations: Should You Be Concerned?"
https://www.youtube.com/watch?v=z4bUAbsijBk&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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