Libsyn Directory

5-7-25 Shallow Pullbacks Still Spell Opportunity

Release Date: 05/07/2025

The Real Investment Show Podcast

Is a summer swoon looming in the stock market for 2025? Lance Roberts & Danny Ratliff explore the historical performance of the S&P 500 and major sectors during the summer months—June through August, and examine whether investors should brace for a seasonal pullback, looking at historical June-to-August returns and volatility trends, what typically drives a summer slowdown in stocks, and sector-by-sector analysis: What holds up best in weak seasonal periods? How do global macroeconomic conditions and slowing growth shape investor behavior? Lance and Danny also discuss how...

6-4-25 Sell in May & Go Away?

The Real Investment Show Podcast

Should you sell in May and go away? Markets have had a strong rally following the sell off in April: Markets were under pressure, over sold, and sentiment got very negative. That sentiment has not totally reverse quite yet, and there is a lot of momentum behind the market presently. Price tends to carry price: As markets begin to rally, like a freight train, it's hard to stop. One thing to keep in mind: Lower returns are not necessarily negative returns. Technically, markets are doing fine, and behind the scenes some bullish activity has been occurring. Money flows have turned...

6-3-25 Reports of the Death of American Exceptionalism are Greatly Exaggerated

The Real Investment Show Podcast

Is America’s global leadership really fading? Lance Roberts & Jonathan Penn reveal the truth behind the “decline of American exceptionalism” narrative, and why the U.S. continues to lead in economic strength, innovation, and global influence. Today's show also features several bonus elements, including a recap of Mrs. Robert's trip to the Vegas Bitcoin Expo and convention robots; an exposition on the alleged death of American Exceptionalism, and a follow-up to the story of Mrs. Roberts' instant pickle recipe. Lance & Jonathan opine with chatroom participants about their...

6-3-25 Beware of Anti-US Narratives

The Real Investment Show Podcast

he Dollar has been under s tremndous amount of pressure, which is enticing some investors to move assets into other currencies. As Dollar has declined we've seen a relative increase in Emerging Markets and International Stocks. The narrative now is that the decline in the Dollar is a decline in American Exceptionalism, so money must move away from US stocks. Be very careful with that notion: A longer view of Emerging Markets and International's will show those asset classes have still not quite made up for losses over the past 5-years. And an impartial look at where economic growth is going to...

6-2-25 Why Buying Stocks is Always hard

The Real Investment Show Podcast

Why does the stock market test our patience and nerve? Lance Roberts looks at the psychology of investing, how to master long-term strategies, and ways to navigate market volatility with confidence! Today is National Leave Work Early day...but before you do, make sure to tackle Lance's Monday Mandatory Reading list (links are provided below); Lance shares another tender moment from the Roberts' kitchen, and his essay on why buying stocks is hard any way you look at it (yet investors still do!) and a review of Ten Investing Rules to live and invest by. SEG-1a: National Leave Work Early...

6-2-25 Don't Get Greedy

The Real Investment Show Podcast

Markets wrapped the month of May very strongly, despite the choppy performance in the last week of the month. Markets are expected to open slightly lower this morning, and we're expecting more choppy performance. We're still in favor of taking profits, reducing risk, and raising cash while markets are mildly positive for the year. Remember how you felt during April's volatility? If you were uncomfortable, you had too much risk. Don't be greedy. Gold has had a decent corrective cycle; the Dollar is working a consolidation cycle. Hosted by RIA Chief Investment Strategist, Lance Roberts,...

5-30-25 Is This the Year for Your Roth Conversion?

The Real Investment Show Podcast

Is 2025 the ideal time for a Roth conversion? RIchard Rosso considers future tax rates potentially on the rise and retirement goals in focus, and why converting to a Roth IRA could be a smart move. We’ll break down the rules, potential tax implications, and key strategies to maximize your tax-free retirement income. Whether you’re planning for retirement or looking to optimize your wealth, don’t miss this essential guide to Roth conversions in 2025 and beyond! [NOTE: Due to technical issues, the missing first segment will be reposted in a separate clip.] SEG-1: Markets, Tariffs,...

5-29-25 The Death of Narratives

The Real Investment Show Podcast

President Trump's tariffs are being negated by Trade Courts, and markets feel inspired. Nvidia reports earnings, and is poised for a 6% gain today; we're still on the cusp of all that AI can do. Lance and Michael discuss the importance of recognizing and shutting out the narratives that distract investors; why we all seem to need a reason "why" things are as they are. Commentary on Nvidia's technology "moat;" comparisons to Apple's growth curve. How narratives matter (and do not); fundamentals are still long-term market drivers. The relationship between deficits and interest rates explored;...

5-29-25 The Correction is Over

The Real Investment Show Podcast

Nvidia will open positively this morning following last night's earnings report. The stock's performance has been intriguiing, essentially trading sideways following a phenomenal run over the past four years. And despite claims of the death of AI, etc., etc., Nvidia is poised to set new, all-time highs today. The recent consolidation just allowed for earnings and valuation to "catch up" with the price. Similarlym, the S&P today will be pushing to a new high, confirming recent support actually held. The next move higher will be a test of all-time highs, around 6,130. Markets have recovered...

5-28-25 Nvidia Day!

The Real Investment Show Podcast

It's “Nvidia Day!” The Big Dog in the Tall Grass for AI reports earnings after the closing bell today. Lance Roberts & Danny Ratliff delve into the anticipation surrounding Nvidia's upcoming earnings report, set to be released after today's market close. We'll explore market expectations, potential impacts on NVDA stock, and the broader implications for the AI and semiconductor sectors. Also a discussion about the inimitable Mrs. Roberts, and the profound changes AI is poised to wrought on global industries. Is the 4% Rule dead or just being updated? Lance bemoans the bots in our X and...

More Episodes

Markets sold off again on Tuesday, re-testing the 50-DMA. If markets can bounce and hold today, the 50-DMA will shift from resistance back into support. If markets fail there, the 20-DMA at 5,400 will be the next level of support. There are about 150-points of downside presently, and upside will be limited to about 5,730. Markets are performing well for now; retail investors bought heavily into the dip. The question is whether they right, or is this part of a bigger, corrective cycle? (Professional investors have already sold-out of this rally, being on the wrong side of the trade.) The buyback window is now fully open, and if trends continue, will exceed $1-Trillion by the end of this year; that buying power will also add to support of the upward market trend. We think any market pullbacks will be shallow, but handy for buying opportunities. The US Dollar is the driver for everything, in terms of risk: A strengthening Dollar will attract foreign capital flows back into the US markets.

Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch the video version of this podcast:
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