Libsyn Directory

11-21-24 Will Trump Tariffs Be Inflationary?

Release Date: 11/21/2024

The Real Investment Show Podcast

This Month's Middle East turmoil calls to rememberance the Japanese Carry Trade blow up vs Iran Bombings: There is not the same sense of urgency this time; markets have already moved-on. Is Apple dead? Lance and Jonathan addresses a YouTube Chatroom query with analysis of how Apple continues to do well, despite a paucity of innovation; why 420 ETF's all own Apple; the evolution of the smartphone. Why you need Apple in your portfolio. Lance and Jonathan also address whether your college grad kid should move back in with Mom & Dad. SEG-1: Where's he Sense of Urgency? SEG-2: Is Apple Dead?...

6-27-25 Annuities Are Not Your Enemy

The Real Investment Show Podcast

Are annuities always a bad deal? Not so fast. In today’s episode, Richard Rosso & Jonathan McCarty tackle the myths and misconceptions around annuities. From income guarantees to tax-deferred growth, find out how annuities can actually support your retirement strategy—if used the right way. Jonathan shares his changed life as a new father, and a discussion of investor confirmation bias, who's likely to be the replacement for Jerome Powell, and the Shado Fed, tariffs, inflation, and political bias in investing. Rich and Jonathan address the growing impact of AI on the labor...

6-26-25 The Fed's Next Mistake

The Real Investment Show Podcast

Is the Fed setting the stage for another policy blunder? As inflation pressures linger and economic growth slows, Lance Roberts & Michael Lebowitz break down the risks of the central bank's next move—and what it could mean for your money on this morning's episode of #TheRealInvestmentShow. The Market Rally is ON, yet oil prices are telling a different story about the economy. President Trump could be picking a successor to Fed Chairman Jerome Powell sooner than later. Lance and Michael expose the Fed's political "independance," and it's proclivity for financial socialism. The Fed...

6-26-25 What Oil Prices Are Saying About the Economy | Before the Bell

The Real Investment Show Podcast

In case you haven't noticed, the market's been in a rally ever since the April lows. Investor sentiment is finally turning more extreme-bullish. The whole Tariff thing is not A Thing; the Debt Crisis is not A Thing; World War 3 is not A Thing. Investors are starting to look past all this, and sentiment is on the rise. Markets on Wednesday knocked on the door of another all-time high; the NASDAQ achieved that milestone. Again. And it is possible the S&P will set a new, all-time high this week. Under the surface, things are over bought but not extremely stretched. July tends to be an event...

6-25-25 The Bulls Are Back in Town

The Real Investment Show Podcast

Market speculation is at an all time high, yet there are economic surprises in store that could shake things up. There is now an illusion of economic strength. Lance discusses the recent reversal of the Death Cross in the S&P and NASDAQ; the Gold Cross is at an all time high. Lance and Danny address the new push to make private equity investing available for "the little guy," and the illusion of limited volatility. Beware the "good deals;" Wall Street will always find something to sell you if you want to buy it. The fallacy of "above average" gains in private equity; you never hear about...

6-25-25 Markets' Trajectory Remains Bullish | Before the Bell

The Real Investment Show Podcast

Markets enjoyed a very nice rally on Tuesday, up by about 1% by the end of the day. A little bit of a sell-off right before the end of the session restrained markets from achieving another all-time high. The trajectory of the market remains bullish. Lance discusses progress since the Death Cross in the Spring; the difference between when a Death Cross matters or not is whether a Recession occurs afterwards. The NASDAQ is actually at all-time highs, triggering a "Golden Cross." If the NASDAQ continues to set new, all-time highs, it will drag the S&P with it. Despite these achievements,...

6-24-25 Is WW III Off the Table?

The Real Investment Show Podcast

Is the threat of World War III finally off the table? Lance Roberts breaks down the latest developments in global conflict and what they mean for financial markets. From oil prices and defense stocks to safe-haven assets like gold and Treasuries, we’ll unpack how investors should think about geopolitical risk now. Are markets too complacent—or is the worst truly behind us? Is Apple dead? Lance addresses a YouTube Chatroom query with analysis of how Apple continues to do well, despite a paucity of innovation; why 420 ETF's all own Apple; the evolution of the smartphone. Why you need...

6-24-25 Markets' Bullish Prelude to July

The Real Investment Show Podcast

Markets on Monday were under a bit of pressure because of the weekend bombings in Iran and their nothing-burger response. Markets broke out of their consolidation and ended the day in the green, retaining a bullish stance. Markets held support at a previous top, and proved multiple levels on which there is solid footing. Unfortunately, there's not a tremendous amount of upside from where we are now, but technicals are improving. The downside risk is down to 2,800, and there is about 100-points of upside, so the risk/reward is not great enough to be super-aggressive. Pay attention to slowing...

6-23-25 U.S. Strikes Iran: How to Invest When Geopolitics Explode

The Real Investment Show Podcast

Over the weekend, the U.S. launched strikes against Iran’s nuclear facilities. Of course, for Americans and the financial markets, the response from not only Iran but also Iran’s allies will be critical. Lance Roberts describes a process of logical evaluation and portfolio risk management when markets experience turmoil: What matters most to investors? What do these attacks mean for earnings? How might geopolitics affect EOQ activity? [NOTE: Lance is on vacation next week, 6/30-7/4] Remembering the Japanese Carry Trade blow up vs Iran Bombings: There is not the same sense of urgency this...

6-23-25 Markets Respond to Iran Bombings

The Real Investment Show Podcast

How are markets reacting to the weekend bombings in Iran? Futures are slightly positive. On Friday markets sold off, landing right on top of the 20-DMA; the market continues to work along this support line after working off about half of the over bought condition. Looking ahead to next month, July tends to be a stronger period, going into the third quarter, and buy back windows reopen. There may be a decent entry point by the end of this week. The Dollar was already beginning to rally prior to the weekend's geopolitical news, and there is a huge short position on the Dollar. If the US...

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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