12-4-24 Time for a Portfolio Reality Check
The Real Investment Show Podcast
Release Date: 12/04/2024
5-20-26 Q&A Wednesday - Straight Talk About Your Money
The Real Investment Show Podcast
Markets are hitting new highs while volatility, inflation concerns, interest rates, and geopolitical risks continue to pressure investors. Lance Roberts and Danny Ratliff answer your questions about investing, retirement planning, portfolio management, taxes, market risk, Federal Reserve policy, and the economy. From market momentum and valuation risks to retirement income strategies and financial planning mistakes, this is your opportunity to get straightforward answers without Wall Street spin. Here's a topical rundown of today's show: 0:00 - INTRO 0:57 - Markets Trying to Sell-off 6:17 -...
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5-20-26 Market Decoupling Danger | Before the Bell
The Real Investment Show Podcast
Markets continue to push higher, but underneath the surface, warning signs are beginning to build. Bullish sentiment and equity exposure among investment managers are near record highs, while market leadership continues to narrow into a smaller group of large-cap stocks. In today’s pre-market update, we examine the growing divergence between the S&P 500 and equal-weighted indexes, the sharp underperformance developing in small-caps, emerging markets, and international equities, and why the strengthening U.S. Dollar is pulling capital back into domestic markets. We also discuss how...
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5-19-26 Bull Market Reality Check | Before the Bell
The Real Investment Show Podcast
Markets have now advanced for seven straight weeks, a historically bullish signal for long-term returns. But short-term risks are starting to build beneath the surface. Momentum is weakening, breadth remains soft, and markets are approaching a potential sell signal as overbought conditions begin to unwind. In this episode, we break down why a pullback toward the 20-DMA — and possibly the 7,000 breakout level — would not be unusual after such a strong rally. We also examine the historical pattern of market corrections following the appointment of a new Fed Chairman, election-year volatility...
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5-18-26 Market Leadership is Narrow
The Real Investment Show Podcast
Narrow market leadership is becoming a growing risk for investors heading into the summer months. While the S&P 500 continues pushing near record highs, a small group of mega-cap technology stocks is carrying most of the market higher as broader participation weakens beneath the surface. Lance Roberts breaks down why concentrated leadership matters, what history says about narrow rallies, and why stretched momentum in semiconductors, AI, and mega-cap growth stocks could leave markets vulnerable to sharper volatility ahead. We’ll review the widening gap between cap-weighted and...
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5-18-26 Momentum Meets Gravity | Before the Bell
The Real Investment Show Podcast
Despite Friday’s sell-off, the market just completed its seventh straight week of gains since the April lows. Momentum has turned bullish again, but the speed and angle of this rally are creating growing risks beneath the surface. In today’s pre-market update, we examine why sharp deviations from long-term moving averages matter, how the current rally differs from the 2023–2024 advance, and why correction risk is increasing as markets stretch further above the 200-DMA. We discuss the importance of mean reversion, why extreme momentum can eventually create larger pullbacks, and what kinds...
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5-15-26 What Your Advisor Should Really Do
The Real Investment Show Podcast
What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, estate planning, and behavioral coaching, or just selling products and chasing performance? Richard Rosso & Jonathan McCarty break down the real role of a financial advisor, what services matter most, how advisors are compensated, and the warning signs investors often miss. We also discuss fiduciary standards, portfolio management, communication expectations, financial planning, and why transparency matters more than promises.. Here's a...
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5-14-26 Inflation Surge Hits Markets?
The Real Investment Show Podcast
Inflation pressures may be heating up again, and markets are beginning to notice. Rising prices can have major consequences for stocks, bonds, interest rates, and Federal Reserve policy. Lance Roberts & Michael Lebowitz discuss why persistent inflation is dangerous for both investors and the economy, how rising yields pressure bond prices, and why higher rates can challenge stock valuations — especially in high-growth and technology sectors. We also examine whether the recent market rally is underestimating the risk of another inflation wave. Here's a topical rundown of today's show:...
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5-14-26 Momentum Mania Meets Market Rotation | Before the Bell
The Real Investment Show Podcast
Markets remain heavily concentrated in high-beta Momentum trades, especially in Semiconductors and large-cap Growth stocks. But when speculative momentum runs go parabolic, history shows the reversals can be just as sharp. In today’s pre-market update, we break down the difference between market sectors and investment factors, why the Momentum trade has gone vertical since April, and how rotations into Value, Quality, and Fixed Income could begin as investors reduce risk. We’ll also examine why high-beta names could face the biggest downside during a correction, what a retracement in...
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5-13-26 Q & A Wednesday: Real Answers. No Spin.
The Real Investment Show Podcast
Q&A Wednesday is back. Markets are pushing record highs while oil prices surge on renewed Iran and Strait of Hormuz tensions, inflation concerns remain elevated, and the AI trade continues to dominate Wall Street headlines. Investors are also watching the Fed, tariffs, interest rates, retirement risks, taxes, and portfolio positioning as volatility quietly builds beneath the surface. Lance Roberts and Danny Ratliff answer your questions, live, with straightforward analysis and no spin. Bring your questions about markets, retirement planning, portfolio management, taxes, risk,...
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5-13-26 Buying Stampede: Good News & Bad News | Before the Bell
The Real Investment Show Podcast
Markets are now approaching seven straight weeks of gains in one of the strongest buying stampedes since 1950. While bullish momentum, earnings growth, and corporate buybacks continue to support higher prices, markets are becoming increasingly stretched above long-term moving averages. We discuss why sharp advances like this often lead to short-term pullbacks, where key support levels may emerge, and why those corrections can create stronger opportunities for investors later in the year. Is this the start of a larger correction, or just a healthy pause before the next move higher? Watch...
info_outlineRussia just learned of a near-miss from a passing meteorite...TONIGHT! Lance discusses GDP estimates and other economic reports; Retail Sales are "okay," with no tell tale signs of Recession...for the moment. What will revisions to these reports show next year? What will be the impact of cutting government spending? Meanwhile, investors are very, very exuberant. What should investors expect for the rest of the year? Lance and Danny discuss old guy things: Backpain. There's a pullback coming: Time for a portfolio reality check? The challenge of portfolio rebalancing when exuberance is high; should you sell winners and buy losers now? Emerging Markets are not growing; losers are cheap for a reason. The danger of doing rebalancing willy-nilly. On being Contrarian: Markets have not rewarded those so inclined. Yet. Does not necessarily mean to be super-bearish. On being "out of consensus; the current set up is good for recession. What will cause it, we don't know. The potential risks to portfolios of reduced government spending. Lance & Danny review the recent Thanksgiving break with family and the concept of paying your own way; demographic trends, and the evolution of Generation-X as "sandwich parents." Kids coming home for the holidays vs "boomerang" kids; first paychecks and stringing Christmas lights (yeah, we were all over the place today!)
SEG-1: Meteorites, Russia, & Expectations for the Rest of 2204
SEG-2: Backpain & Pullbacks: Portfolio Rebalancing
SEG-3: On Being Contrarian
SEG-4a: Thanksgiving Reminiscing & Paying Your Way
SEG-4b: The Roberts Kids Home for the Holidays
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Senior Financial Advisor Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Watch today's show video here:
https://www.youtube.com/watch?v=Ja9_6jy2TkA&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2423s
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Articles mentioned in this report:
"Leverage And Speculation Are At Extremes"
https://realinvestmentadvice.com/resources/blog/leverage-and-speculation-are-at-extremes/
"Extreme Speculation Has Returned"
https://realinvestmentadvice.com/resources/blog/extreme-speculation-has-returned/
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The latest installment of our new feature, Before the Bell, 12-4-24 What to Expect for the Rest of the Year is here:
https://www.youtube.com/watch?v=Ixjd2EjcoZw&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "What Excessive Leverage Teaches Us"
https://www.youtube.com/watch?v=s95h3jUr3c4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s
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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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