9-11-26 Can the FIRE Movement Really Work?
The Real Investment Show Podcast
The Financial Independence, Retire Early movement promises something many people want: save aggressively, live below your means, build wealth, and gain the freedom to leave work early. But does the FIRE movement really work when retirement could last 40, 50, or even 60 years? Richard Rosso & Jonathan McCarty examine the different approaches to FIRE, including Fat FIRE, Lean FIRE, Barista FIRE, and Coast FIRE, and discuss where retirement calculations can go wrong. We also look at why stocks should not simply be treated as predictable compounding assets, the risks of quitting your job too...
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9-10-26 What Will Inflation Data Do for the Fed?
The Real Investment Show Podcast
With CPI and PPI inflation reports in focus, markets are looking for clues about the Fed’s next move on interest rates. Will cooler inflation give policymakers more room to cut rates, or could hotter data force the Fed to remain cautious? Lance Roberts & Michael Lebowitz examine what the latest inflation numbers could mean for Fed policy, interest rates, Treasury yields, and financial markets, as investors try to determine whether inflation is cooling enough to change the Fed’s outlook. 0:00 INTRO 0:49 - PPI, CPI Preview 2:11 - Oil As Factor in Inflation 4:36 - Markets Continue...
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9-10-26 Markets Test Key Support | Before the Bell
The Real Investment Show Podcast
Markets have fallen for three straight sessions and are now testing the S&P 500’s 50-day moving average, the first key target for this pullback. While momentum remains on a sell signal, markets are becoming oversold enough to support a potential bounce. This week’s PPI and CPI inflation reports could determine what happens next. Cooler inflation could spark a rally, while hotter-than-expected data could increase concerns about Federal Reserve policy and push stocks toward the 100-day moving average and the next major support levels. September weakness, bearish hedge fund positioning,...
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9-9-26 Q&A Wednesday: What Should Investors Do Now?
The Real Investment Show Podcast
Markets are entering a critical stretch as investors confront rising oil prices, renewed inflation concerns, higher Treasury yields, shifting expectations for Federal Reserve policy, and continued uncertainty over the direction of stocks. Lance Roberts & Danny Ratliff take your questions live and examine what the latest economic and market developments could mean for your money. 0:00 INTRO 1:01 - Market is hanging out - Going Nowhere Quickly 3:33 - Rise in Rate Hike Odds will Increase Pressure on the Fed? 7:05 - Too Loud? Too Old... 7:43 - Bessent: "I am the House" 9:19 - Dollar vs...
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9-9-26 Oil and Inflation Raise Market Risk | Before the Bell
The Real Investment Show Podcast
Markets remain stuck below the 20-day moving average as September weakness, a momentum sell signal, and the corporate buyback blackout weigh on stocks. The S&P 500 could test its 50-day moving average near 7,570, with the 100-day moving average around 7,450 representing additional downside risk. Meanwhile, rising oil prices add another challenge. Higher energy and gasoline costs can weaken consumer demand, pressure economic growth and earnings, and eventually feed into inflation. A hotter CPI or PPI report could also increase pressure on the Federal Reserve to consider higher interest...
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9-8-26 What Higher Bond Yields Mean for Your Portfolio
The Real Investment Show Podcast
Why are bond yields moving higher, and what could that mean for investors? Rising Treasury yields can influence borrowing costs, economic growth, stock valuations, and bond prices. Lance Roberts & Jon Penn break down what may be driving yields higher, what the bond market could be signaling, and how changing interest rates can work their way through the economy and financial markets. For investors, the key may not simply be how high yields rise, but understanding what is causing them to move higher. 0:00 INTRO 0:53 - ADP, PPI CPI Previews 1:34 - Meh Market: Don't do anything yet 6:03...
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9-8-26 When Doing Nothing Wins | Before the Bell
The Real Investment Show Podcast
Markets are sitting on the 20-DMA after a summer of consolidation, rapid sector rotations, and little directional progress. While futures point lower, bullish trends remain intact, momentum is working off its sell signal, and volatility remains unusually compressed heading into the midterm elections. Meanwhile, rising oil prices could feed into this week’s CPI report, but with crude extremely overbought and approaching resistance, energy investors may want to consider taking some risk off the table. Lance Roberts explains why patience may still be the better strategy, where market risks are...
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9-7-26 Is Inflation Data Getting It Wrong? - Oliver Rust Interview DESCRIPTION
The Real Investment Show Podcast
Is the Consumer Price Index accurately measuring the inflation Americans actually experience? Lance Roberts talks with Oliver Rust of Truflation about how real-time inflation data can differ from traditional CPI measurements. They examine housing and rent concessions, regional price differences, consumer substitution, the K-shaped economy, housing affordability, and the continuing resilience of consumer spending. Oliver also explains how Truflation builds its inflation index, where its methodology differs from the Bureau of Labor Statistics, its work with the Federal Reserve, and what its data...
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9-4-26 Don’t Be a Retirement Castaway
The Real Investment Show Podcast
Retirement planning is about more than building a portfolio. It’s also about deciding what comes next. Richard Rosso & Jonathan McCarty explore the retirement crossroads: making the transition from work to retirement, finding purpose after a career, setting new goals, applying your skills in new ways, and overcoming the reluctance many retirees have to spend the money they’ve accumulated. We also dig into the financial strategies that can make a difference, including Qualified Charitable Distributions (QCDs), donor-advised funds, charitable checks that aren’t cashed, changing tax...
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9-3-26 Is the Stock Market Expensive or Cheap?
The Real Investment Show Podcast
Is the stock market dangerously expensive, or are investors overlooking strong future earnings growth? The S&P 500’s Shiller CAPE ratio has reached 41, yet the PEG ratio, which incorporates expected earnings growth, is signaling one of the cheapest market valuations in decades. Michael Lebowitz and Lance Roberts examine why these two popular valuation measures are sending completely opposite signals. The key difference comes down to expectations: CAPE relies on historical earnings, while PEG depends heavily on Wall Street forecasts for future growth. We look at the reliability of those...
info_outlineThe historic stock market bull streak has finally come to an end as August kicks off, raising concerns about seasonal weakness, rising volatility, and technical breakdowns. Lance Roberts breaks down what triggered the reversal, how meme stock speculation is adding risk, and what the August-September period historically means for investors.
Lance Roberts discusses the latest earnings reports, and provide insights on how to navigate the market correction risks, why investors should be wary of excessively high valuations; managing portfolios for risks today. Lance also covers the aspect of time investors have to recover from adverse results; it's different for a 60-year old vs a 30-year old. Markets are sailing on tailwinds now, but hat if...? Commentary on monopolies, duopolies, and how big is too big?
SEG-1a: Our New Digital Format & Housekeeping
SEG-1b: Market Commentary - High Beat Rates
SEG-2a: New Show Format explainer
SEG-2b: The Big Trick with Valuations
SEG-2c: Investor Sentiment, Valuations, & FOMO
SEG-2d: Managing Portfolios for Risks Today
SEG-2e: How Much Time Do You have?
SEG-2f: Market Tailwinds & What-if's
SEG-2g: Ad Spending on Meta & Google
SEG-2h: A Brief History of Monopolies & Gov't Regulation
SEG-2i: Markets Are Being Driven by only 6 Companies
SEG-2j: Be Cautious
Hosted by RIA Advisors RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's video on YouTube:
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The latest installment of our new feature, Before the Bell, "Is a Reflexive Rally on the Way Today?" is here:
https://www.youtube.com/watch?v=0PFQOOnWZxI&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our previous show is here: "Herd Mentality Could Be Costing You Big"
https://www.youtube.com/watch?v=hkyUUEPAlWY&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Register for our next Candid Coffee, "Savvy Social Security Planning," August 23, 2025:
https://streamyard.com/watch/pbx9RwqV8cjF
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