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7-10-25 Will Lower Rates Cure Higher Prices?

Release Date: 07/10/2025

The Real Investment Show Podcast

SPAC's (Special Purpose Acquisition Companies) are making headlines again. Lance Roberts & Danny Ratliff break down why SPAC investing is back in 2025, what’s driving the latest SPAC market trends, and what investors need to know before jumping in. Are these deals a golden opportunity or another speculative bubble? Earnings Season continues with Banks' reports and the effects of stock buy backs beginning to wane. Tuesday's CPI print had something for everyone; will PPI finally show effects of tariffs? We're preparing for 3-5% correction by mid-August or September. Will President...

7-16-25 Bullish Sentiment is a Contrarian Indicator | Before the Bell

The Real Investment Show Podcast

Markets are doing what the markets do best: Consolidating following a rally. Elevated momentum signals are flipping back and forth (not uncommon), and relative strength is coming down from over-bought levels. This is keeping markets from making much of an advance. The back-and-forth debate over Fed rate cuts is also making things uncertain: The markets want a rate cut, but if inflation shows up in the form of tariff impacts on PPI numbers, that news will weigh on markets today (the report to be published after this post). None of this mitigates the risk of a 3-5% correction as early as...

7-15-25 Two Dad's on Money

The Real Investment Show Podcast

What kinds of traps and pitfalls could younger investors be falling into? Lance Roberts & Jonathan Penn provide advice from Two Dad's on Money in today's episode: Nvidia is shipping its H-20 chips to China; Lance previews this week's CPI and PPI reports; earnings season is underway, stock buy backs have dominated, surging higher than ever, but will taper; Markets prepare for sector rotations. Lance & Jonathan discuss the differences betweem trading and speculating, the Math of Loss, and the cost of starting over. How to successfully speculate with little money (there are some caveats!)...

7-15-25 Markets Set for Rotation | Before the Bell

The Real Investment Show Podcast

Another market rally Monday, flirting again with all-time highs. While there is nothing overall concerning about the markets, they're always setting up for some kind of rotation. There are a few things to pay attention to now. The market is being primarily driven by three sectors: Industrials, Transportation, and Technology. Those secotrs have been outperforming relative to the S&P. Technology has been leading the charge, of late; Industrials have also been posting well. Both are tied to the AI buildout. What will happen next, as these sectors become over bought, is money moving to...

7-14-25 Relative Returns Or Absolute: What’s More Important?

The Real Investment Show Podcast

Earnings Season has commenced with lowered expectations, meaning higher "beat" rates for companies, thanks to the lowered bar. Market react mildly to Mexican & Canadian 30% Tariffs; a warning for this week's CPI Report: The past four reports have been lower than expected, so a much higher number may be printed this time around. A three-month preview of market probabilities shows 50-50 chance of continued bullish activity; BUT, markets are over bought, and the odds are even for a correction of as much as 5% back to the 6,000 level. Lance shares his family's weekend exploits with Tex Mex...

7-14-25 Market Risks Ahead of Earnings Season | Before the Bell

The Real Investment Show Podcast

Earnings Season begins this week; technically, markets are doing okay. This weekend's Bull Bear Report lays out a three month preview of what markets are likely to do on a probability basis. There is a 50-50 chance the current bull market trend will contimnue, because there's not a lot to bring this market down. BUT...the other side of that argument includes a choppy market thru the end of the year, and/or we get a correction at some point. Looking at markets from back in May, things were very over bought, leading to a correction back to the 200-DMA, which was a very good set up for adding...

7-11-25 What the Big Beautiful Bill Means for Your Money & Retirement

The Real Investment Show Podcast

What is the impact of the recently-passed Big Beautiful Bill on your money and retirement plans? Richard Rosso & Jonathan McCarty plumb the depths of the legislation to find the good--and the bad--effects it will have. Richard review the latest round of tariffs on Canada (markets don't care), and AI is promising to be a game changer in the middle management job market. The Big Beautiful Bill has benefits and drawbacks: there are caps and limitations, as well as enhancements for charitable giving; there is no "no taxes" on Social Security; changes in SS for future generations will likely be...

7-10-25 Will Lower Rates Cure Higher Prices?

The Real Investment Show Podcast

As inflation remains elevated and the Federal Reserve begins to shift its tone, markets are asking: Will lower interest rates actually bring prices down — or make them worse? Lance Roberts and Michael Lebowitz unpack the delicate balance between monetary policy, consumer behavior, and price pressures: * The historical relationship between rate cuts and inflation * Why inflation may be more “sticky” than expected * How consumer demand and debt loads are reshaped by lower rates * The unintended consequences of looser policy on asset prices * What this means for investors and retirees going...

7-10-25 Nvidia is not Dead | Before the Bell

The Real Investment Show Podcast

Economists are expecting a sharp pick up in economic growth before the end of the year, despite earlier, pre-tariff weaknesses. News about more threatened tariffs notwithstanding, economists are looking past all that. Interestingly, that's the needed premise to support expectations for much stronger earnings growth from analysts into the end of the year. So future expectations are seeming to support where valuations are trading. 6,900 is now a realistic target by the end of the year for analysts. This elevated sentiment and sheer exuberance should be taken as a caution sign because markets are...

7-9-25 How to Protect Your Multi-decade Retirement From Inflation

The Real Investment Show Podcast

More Tariff trouble on the horizon, but markets have seen this movie before (The Stick & Carrot Show). Market risk remains, as markets are highly deviated. Sentiment remains positive; there's a large gap between market performance and economic data, however. Deviations tend to resolve themselves to the downside. Lance Roberts & Danny Ratliff reveal how to shield your retirement savings from decades of inflation: The necessity of Inflation and how to deal with it (inflation is a function of economic growth); the mistake of being too conservative, fear of The Black Swan that never...

More Episodes

As inflation remains elevated and the Federal Reserve begins to shift its tone, markets are asking: Will lower interest rates actually bring prices down — or make them worse? Lance Roberts and Michael Lebowitz unpack the delicate balance between monetary policy, consumer behavior, and price pressures:
* The historical relationship between rate cuts and inflation
* Why inflation may be more “sticky” than expected
* How consumer demand and debt loads are reshaped by lower rates
* The unintended consequences of looser policy on asset prices
* What this means for investors and retirees going forward

SEG-1: Why Economists Expect Higher Growth by 2026
SEG-2: Growth is Back in Vogue
SEG-3a: Like & Subscribe tease - changes coming
SEG-3b: Can Lower Rates Cure Higher Prices?
SEG-4a: Coffee Cafe, ChatGPT, & Economic Haiku
SEG-4b: Earnings Season Preview: Tariff Effects?

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 video on YouTube:
https://www.youtube.com/watch?v=NDzRO8ePU-Y&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=3s
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Articles mentioned in this report:
"Might Lower Rates Be The Cure For Higher Prices?"
https://realinvestmentadvice.com/resources/blog/might-lower-rates-be-the-cure-for-higher-prices/
"Investor Greed Returns With A Vengeance"
https://realinvestmentadvice.com/resources/blog/investor-greed-returns-with-a-vengeance/
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The latest installment of our new feature, Before the Bell, "7-10-25 Nvidia is not Dead," is here:
https://www.youtube.com/watch?v=ueeSGu1M0dg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "How to Protect Your Multi-decade Retirement From Inflation,"
https://www.youtube.com/watch?v=y4MmYoAZvc0&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=18s
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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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Get more info & commentary:
https://realinvestmentadvice.com/newsletter/
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Contact Us: 1-855-RIA-PLAN
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