7-8-25 No Fear of Correction | Before the Bell
The Real Investment Show Podcast
Release Date: 07/08/2025
7-30-25 How to Effectively Hedge Against Inflation
The Real Investment Show Podcast
It's a mega-earnings report day, and a Fed Meeting day, to boot; the notion among some investors that 20% returns are normal is scary. The Fed is expected to hold steady on interest rates, but there is dissention in the ranks of Fed Governors. Inflation erodes your purchasing power—are you prepared? Lance Roberts & Danny Ratliff break down smart strategies to hedge against inflation and protect your wealth. Lance and Danny commiserate on kids home for the Summer and then off to college. You've got to have inflation for economic growth; the best hedge against inflation, historically, is...
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7-30-25 Capturing Rotation in Market Correction | Before the Bell
The Real Investment Show Podcast
Healthcare stocks have been under a lot of pressure of late as markets continue in rotational moves. Healthcare has been basing, going back to April; not going up, not going down, just traveling sideways. Meanwhile, Technology has been doing very, very well...and getting very, very over bought (looks a lot like the S&P 500). If we start to see a correctional move in the S&P, we could see a move to areas in which there is good fundamental value (like Healthcare), and also into areas that have been beaten up: They're not going down anymore, but they haven't been rising, either. These...
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7-29-25 Two Dads on Money - Grit, Grind, & Glam
The Real Investment Show Podcast
Markets continue their bullish trend; Infrastructure build-out for AI is beginning to show up in data. Money flows return to US markets. Lance shares the bet he has with his dog; Lance & Jon share their "Two Dads" wisdom for fresh college grads' job searched & career choices, and offer three pillars for success: ○ Grit: Passion + perseverance. Stick through setbacks, stay committed, believe effort matters more than innate talent. ○ Grind: The value of hard work—late nights, travel, dedication. Equally important: know your limits and prioritize recovery to...
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7-29-25 Stocks Appreciate Money Flows | Before the Bell
The Real Investment Show Podcast
Markets continue to perform bullishly, stringing together a sixth day of gains on Monday. If Tuesday follows suit, markets will stretch out a line of positive closes stacking up against an inevitable down day, sooner or later. The question is whether markets will cross the 20-DMA: A pullback to 6,260 would not be surprising at all. WHEN that happens, we'll look next to the 50-DMA at around 6,280 and to the 200-DMA below that at 5,870. All that to say, there is some downside risk to the market. Meanwhile, Emerging Markets are improving, but still trading sideways; as money flows head back into...
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7-28-25 Big Tech Earnings
The Real Investment Show Podcast
Lance reviews the Big News from the weekend, the trade accord between the US and the European Union, and previews the data that will drive markets this week: PCE report and a Fed meeting on tap. What will move markets? Commentary on the non-impact of Tariffs: Markets have already priced-in any change, as markets adapt. What the Fed says about QT/QE will matter. Lance shares another family drama episode, with retail therapy and a "people-cott" on Ulta make up. There is no reason to be overly bearish on markets for now; more people are calling for correction now (which means it will only be...
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7-28-25 Prelude to Pullback | Before the Bell
The Real Investment Show Podcast
We're about to enter the two months of the year when volatility begins to pick up; August and September tend to be weaker months. Markets have had a very long stretch with minimal movement. Two things to note: Markets have been above the 20-DMA for 68-days (one of the longest stretches in history). Money flows are beginning to decline, which is a sign of investor exhaustion. Sentiment and positioning are very bullish, and there has been excess speculation as the market has continued to grind higher. At this point it is reasonable to expect a short-term pullback, or at least a consolidation in...
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7-25-25 Are You a Meme-stock Mania Dork?
The Real Investment Show Podcast
Is your portfolio full of DORKs? Jonathan Penn and Jonathan McCarty unpack the return of meme stock mania and four speculative favorites: DNUT (Krispy Kreme), OPEN (Opendoor), RKLB (Rocket Lab), and KSS (Kohl's). These retail-loved names are soaring again—but should you follow the hype or stay grounded? We'll discuss why these stocks are rallying, the behavioral finance behind retail speculation, and the portfolio risks in chasing "lottery ticket" trades. Jonathan & Jonathan also memorialize Ozzy Osborne and Hulk Hogan; how college-grads' first jobs' earnings are not as rosy as...
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7-24-25 How AI is Driving the Market
The Real Investment Show Podcast
Artificial intelligence is no longer the future—it’s the engine behind today’s market moves. Lance Roberts & Michael Lebowitz break down how AI and machine learning are reshaping investing strategies, influencing algorithmic trading, and transforming financial analysis. Lance looks at earnings season and Tesla's results; there's nothing wrong with the markets, but all the ingredients are in place for a market reversion; what will be the catalyst? Lance corrects himself on Tesla comments; Lane and Michael hash over the impact of AI on market trading, and the pro's and con's of...
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7-24-25 What Will Be the Catalyst for Correction? | Before the Bell
The Real Investment Show Podcast
Earnings Season continues...everything is fine as reports are coming in better-than-expected for the most part. Markets enjoyed a Wednesday rally with solid buying. But interestingly, volatility collapsed, with hedging concerns "giving up" on concerns over the rise in complacency. This low VIX doesn't necessarily mean anything...along with the Put/Call Ratio and credit default swaps (see today's Daily Market Commentary - link below). Credit Spreads are extremely compressed, too. These are all good and well by themselves. They are just ingredients. But those ingredients need a catalyst, and...
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7-23-25 Why Are Stocks Going Up?
The Real Investment Show Podcast
Stocks are rallying despite weak fundamentals. Lance Roberts & Danny Ratliff examine the real reasons behind the 2025 market surge. Malcom Jamal-Warner and Ozzy Osborne pass; they always come in three's: Who's next? Trumps tariff deal with Japan moves markets momentarily; Meme stocks are back. Negative divergences while markets on the rise signal more potential for market correction (not crash!) Lance & Danny discuss why stocks are up and where the money is coming from. The Roberts' Family Saga - the tale of the new mattress - continues. Why's the market going up: Markets move on...
info_outlineMarkets sold off on the announcement of new tariffs to be imposed in August, not surprisingly, in a start to working off markets' over sold condition. We're expecting more sloppiness for the next week or so. Markets are pretty deviated from the 20-, 50-, and 200-DMA's, and the "gravitational pull" of averages is likely to draw down stock prices at some point. 10-year Treasury yields have been on the rise the last few days. Why? Treasury Auctions are this week, and traders want to short the market to drive up yields, drive prices down ahead of that action. Crude oil has also been one of The Big Stories as of late, and prices are beginning to creep back up around $67-68/bbl. If oil can break above the 200-DMA, expect higher prices; we are also in hurricane season, and any closure of oil rigs in the Gulf will also goose prices higher. The Skew Index is reflecting a lot of volatility evaporating out of the markets as speculation returns. There is no fear of a correction now...which is generally a good time to hedge against one.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's video here:
https://www.youtube.com/watch?v=EtaKUHTNq-Y&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Articles mentioned in this report:
"Investor Greed Returns With A Vengeance"
https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/
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Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
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Register for our next live webinar, "Financial Independence Candid Coffee," June 28, 2025:
https://streamyard.com/watch/BUr4UuRVt6Uj
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Contact Us: 1-855-RIA-PLAN
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