12-9-24 Why Earnings Can't Outgrow the Economy
The Real Investment Show Podcast
Release Date: 12/09/2024
4-8-26 Starter Home vs Renting: The Real Money Decisions
The Real Investment Show Podcast
Buying your first home, planning a wedding, managing insurance changes, and starting a career—these are the real financial decisions young adults are facing right now. Jon Penn & Danny Ratliff are "Two Dads on Money," walking through a real-life scenario: from choosing to buy instead of rent in a limited market. Key topics include: 0:00 - INTRO 0:51 - Markets Respond to Iran Ceasefire 8:57 - Money Talks w Kids Young & Older 12:26 - Home Purchase Blues - Rent vs Buy? 17:37 - Mistakes w Houses in the Past 19:49 - Have the Money Conversation w Kids 23:27 - 1st Jobs & Pay...
info_outline
4-8-26 Ceasefire Rally: Breakout or Trap? | Before the Bell
The Real Investment Show Podcast
Markets are surging on news of a two-week ceasefire in Iran—but is this the start of a sustained rally or just another short-term bounce? With markets previously oversold and put activity at extreme levels, conditions were already in place for a reflexive move higher. Now, the ceasefire may be the catalyst pushing the S&P 500 back above the critical 200-day moving average. But here’s the catch: markets don’t usually bottom on good news. Hosted by RIA Senior Financial Advisors, Danny Ratliff, CFP, and Jon Penn, CFP Produced by Brent Clanton, Executive Producer --- Watch the...
info_outline
4-7-26 AI Advertising Explained: How Brands Win Inside ChatGPT
The Real Investment Show Podcast
AI is changing how consumers discover businesses, make decisions, and trust information. Lance Roberts visit with Joseph Levi, Co-founder & CEO of Noise Media, about how advertising inside AI platforms like ChatGPT could reshape marketing, SEO, and brand building. Lance and Joseph explore whether businesses can influence AI-generated answers, the difference between the best answer and a paid answer, and why trust and accuracy are becoming the most valuable currencies in the AI era. From niche positioning to content strategy, we explain what actually works and what doesn’t when trying to...
info_outline
4-6-26 AI: How To Invest in the Next Industrial Revolution - Brian Dunlap Interview
The Real Investment Show Podcast
AI is not hype — it is the most consequential economic shift since the Industrial Revolution, and it is rewriting the investment playbook. Lance Roberts and special guest, Blackrock's Brian Dunlap, break down the full AI and tech stock story: how we got here, where the money is flowing, and what investors need to know right now. From the infrastructure build-out and enterprise adoption to physical AI, robotics, and autonomous vehicles, we walk through the entire investment cycle — including the IDGT and BAI ETFs, the hyperscalers driving capex, and why data centers are the...
info_outline
4-3-26 Taxes Never Go Away
The Real Investment Show Podcast
Most retirement plans focus on savings and returns—but that’s not what truly puts retirement at risk. Richard Rosso, Sarah Buenger, & Jonathan McCarty commiserate on the annual chore of paying taxes...but, provide helpful guidance in planning so that your tax bite might be lessened. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Sarah Buenger, CFP, and Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:20 - If Rich & Sarah Were on Gilligan's Island 1:05 - The Fine...
info_outline
4-2-26 Fed Trap? Markets Face Inflation, Oil & Treasury Sell-Off
The Real Investment Show Podcast
Markets are hitting a critical inflection point—and the stakes are rising fast. A major policy speech from Donald Trump sparked volatility, just as markets tested a key cluster of technical resistance. Now investors are facing a bigger question: is the market environment shifting from a short-term rally to something more structural? Lance Roberts & Michael Lebowitz break down: Why elevated oil prices could reignite inflation and complicate the Fed’s next move Whether the Federal Reserve is walking into a policy trap between inflation and slowing growth What matters more right now: GDP...
info_outline
4-2-26 200-DMA Rejection: Bounce or Breakdown? | Before the Bell
The Real Investment Show Podcast
Markets delivered the expected oversold bounce earlier this week, but momentum stalled right at a key technical level—the 20-DMA just beneath the 200-DMA. Now, with futures pointing lower following comments over night from President Donald Trump, the market faces its first real test after the recent rally attempt. Was that rally just a reflex bounce, or the start of something more sustainable? In this pre-market update, we break down the two critical paths forward: a deeper correction with a break of recent lows, or a more constructive setup where markets establish a higher low and rebuild...
info_outline
4-1-26 Wives Take Over: Money, Marriage, and Real Talk
The Real Investment Show Podcast
What happens when the wives take over the show? For this special April Fool’s Day edition of #TheRealInvestmentShow, the tables are turned as Michelle Ratliff & Christina Roberts step in to answer the questions investors never hear. From what Lance and Danny would really be doing outside of wealth management, to what happens if they suddenly win the lottery, we blend humor with surprisingly real financial insight. We also dig into the realities of managing money at home: Where couples disagree about finances Where financial values actually align How to teach kids a healthy...
info_outline
3-31-26 Are Markets Becoming Gambling?
The Real Investment Show Podcast
A major shift is happening in how younger investors approach the markets—and it may be the most important risk investors are ignoring. From AI-driven investing decisions to social media influencers shaping financial behavior, markets are increasingly influenced by speculation, speed, and hype. At the same time, the rise of options trading, crypto, and leveraged products is blurring the line between investing and gambling. Lance Roberts & Jon Penn break down: Why Gen Z is turning to AI and social media for investment advice The growing influence of financial influencers and crypto...
info_outline
3-31-26 Oversold Bounce or Bigger Breakdown? | Before the Bell
The Real Investment Show Podcast
Markets opened higher Monday but faded into another selloff as end-of-quarter rebalancing continues to drive volatility. With roughly $65 billion in portfolio adjustments underway, much of the recent price action is technical—not fundamental. Oversold conditions are building across the board. Momentum, relative strength, and sentiment all suggest the market is primed for a reflexive rally, with bonds already seeing buying interest and yields easing slightly. But beneath the surface, a bigger issue is emerging. While prices have declined, forward earnings estimates have not adjusted lower. If...
info_outlineLance's Husbands' Christmas shopping warning service; markets are now in second week of sloppy trading. Portfolios out-of-balance will trigger volatility as managers adjust weighting. There is a possible correction coming, BUT markets could continue to rally all the way into the New Year. Tesla is up 54% since the election; 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 is better than deflation, all over the world. Markets have factored-in a 25-bp rate cut, but NOT a Fed pause. The problem with forecasting: Predictions must be precise, actionable, and time-specific. Why we watch train wrecks: Why not mandate a 20% correction each year? (Markets are so elevated, a 20% correction would be a drop in the bucket.) What happens if we have a 50% correction?? It'd put us back to where we were in 2020. Why banks failed in 1929 vs today: Depositors would not lose their money (FDIC). 2025 earnings growth estimate are 19% (vs 9% historically). Lance looks at cycles vs trends (Lance's first bank job). Cycle context & psychology. Most cycles are too long to be practical. "We must invest for the time frame in which we have control." Trend-following is better than cyclical tracking. Lance's 60th birthday, cursive writing, and Phoenician writing. The impact of not saving each year: Time frames are critical.
SEG-1: Sloppy Trading Ahead
SEG-2: Where's the Money Coming From?
SEG-3: Why We Watch Train Crashes
SEG-4: Cycles vs Trends
Hosted by RIA Advisors Chief Investment Strategist Lance Roberts, CIO, w Portfolio Manager Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
-------
Watch today's show video here:
https://www.youtube.com/watch?v=vRF6slc1bew&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=2s
-------
Articles mentioned in this report:
"2025 – Do Economic Indicators Support Bullish Outlooks?"
https://realinvestmentadvice.com/resources/blog/2025-do-economic-indicators-support-bullish-outlooks/
-------
The latest installment of our new feature, Before the Bell, "Setting Up to Rally," is here:
https://www.youtube.com/watch?v=EuRU3UTCD1Q&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1&t=2s
-------
Our previous show is here: "Is Another Liquidity Crisis Near?"
https://www.youtube.com/watch?v=cQFQg-9b9EQ&list=PLVT8LcWPeAuhi47sn298HrsWYwmg8MV7d&index=1&t=2277s
-------
Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
--------
SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow
--------
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/
#MarketRally #MarketCorrection #MarketExpectations #MarketVolatility #VolatilityIndex #WindowDressing #MarketTrend #PortfolioCleanUp #MarketExuberance #OverBoughtMarket #SP500 #MarketPullBack #MarketConsolidation #MutualFundDistributions #EarningsVsEconomy #MarketInsights #EconomicGrowth #CorporateProfits #InvestingWisely #MarketExpectations #PortfolioRealityCheck #InvestmentStrategy #FinancialPlanning #MarketTrends2024 #WealthManagement #MarketLeverage #SpeculationRisks #InvestmentTrends #FinancialWarnings #StockVolatility #StockMarketSpeculation #MarketVolatility #HighRiskInvesting #SpeculativeTrading #FinancialTrends2025 #TrumpAdministration #RegulatoryChanges #InvestingAdvice #Money #InvestingAdvice #Money #Investing