10-13-25 Markets vs Reality - Daniel LaCalle on the Coming Global Reset
The Real Investment Show Podcast
Release Date: 10/13/2025
12-30-25 Media, Markets & Reality: A Candid Conversation with Tom Zizka
The Real Investment Show Podcast
In this wide-ranging and candid conversation, Lance Roberts is joined by longtime friend and veteran television reporter Tom Zizka to discuss how media, markets, and economic reality have fundamentally changed over the past two decades. The discussion begins with the evolution of modern mediaâfrom the rise of social platforms and the âsmall screenâ revolution to the growing pressures of monetization, speed, and narrative framing. Lance and Tom explore how storytelling has shifted from context-driven reporting to image-driven headlines, and what that means for public perception, trust,...
info_outline
12-26-25 Legacy Conversations for the Holidays
The Real Investment Show Podcast
The holidays bring families togetherâbut they also create a rare opportunity to talk about something that truly matters: legacy. Richard Rosso & Sarah Buenger explore how thoughtful, well-framed conversations about money, wishes, and values can become one of the greatest gifts you give your family. Research shows that nearly 70% of parents have never discussed inheritance with their children, often leaving confusion, conflict, or unresolved questions behind. Questions lead to stories. Stories lead to understanding. And understanding builds a legacy that lasts beyond the holidays. 0:00 -...
info_outline
12-25-25 Christmas Day Q & A
The Real Investment Show Podcast
Our Christmas Day Best-Of episode revisits some of the most important investing and financial planning discussions of the year. Lance Roberts, Danny Ratliff, & Jonathan Penn examine whether the traditional 60/40 portfolio still serves its original purpose of reducing volatility, and what the three legs of investing mean in todayâs market environment; whether the Federal Reserve has shifted away from its inflation mandate, how to interpret 2- and 3-standard-deviation market moves using tools like Bollinger Bands, and which economic data truly matters for investorsâand where to find it....
info_outline
12-24-25 The Fed at a Crossroads - Joseph Wang Interview
The Real Investment Show Podcast
The Federal Reserve is entering a pivotal phase, and the decisions it makes now will define the next era of monetary policy. Lance Roberts and The Fed Guy, Joseph Wang, examine the structural forces putting the Fed at a crossroadsâfrom rate cuts and shifting labor-market dynamics to the long-term impact of AI, tariff-driven inflation, and changes in the Fedâs balance-sheet strategy. We explore why markets appear bullish on economic growth despite weakening employment data, how tariff inflation may be a one-time impulse, and what a redesigned policy framework could look like as banks,...
info_outline
12-23-25 Dollar Power, AI, and the New Financial Order - The Brent Johnson Inerview
The Real Investment Show Podcast
In this episode, Lance Roberts sits down with Brent Johnson, CEO of Santiago Capital, to break down whatâs really happening with the U.S. dollar, the global monetary system, and why AI is accelerating a geopolitical and economic power shift. If you're looking for big-picture insights on the future of the dollar, geopolitics, AI-driven capital flows, and where long-term investing tailwinds are formingâthis is a must-watch. 0:00 - INTRO 0:56 - Dollar Pessimism is Everywhere 3:32 - Why the Dollar Loses Purchasing Power: Inflation 5:08 - How Reserve Currencies Work - Why the Dollar is...
info_outline
12-22-25 When Fed Narratives Meet Market Data
The Real Investment Show Podcast
Markets are heading into year-end with optimism still firmly embedded in prices, but the economic data are telling a more complicated story. Lance Roberts examines the growing gap between the Federal Reserveâs soft-landing narrative and what inflation, employment, consumer spending, and earnings expectations are actually signaling. While markets have stabilized following recent volatility, participation remains narrow, sentiment is elevated, and valuations appear priced for a smooth economic outcome in 2026. Lance Roberts breaks down the technical backdrop, including key support and...
info_outline
12-22-25 Too Soon for Santa? | Before the Bell
The Real Investment Show Podcast
Markets are doing what they often do this time of yearâattempting to stabilize and rally amid choppy trading. While some are already declaring that the Santa Claus Rally is âdead,â history suggests patience is warranted. The official Santa Rally window hasnât even begun yet, and statistically, the odds still favor a year-end lift. Lance Roberts breaks down why recent pullbacks below key moving averages triggered algorithmic sellingâand why disciplined investors avoid knee-jerk reactions. With markets rebounding above short-term technical levels and consolidating gains from earlier in...
info_outline
12-19-25 What Great Financial Planning Looks Like
The Real Investment Show Podcast
What should a great financial planning experience actually look like? For many investors, âfinancial planningâ is reduced to product selection, performance chasing, or a one-time retirement projection that never gets revisited. In reality, a high-quality financial planning experience is far more comprehensive â and far more valuable. Richard Rosso breaks down the essential elements of effective financial planning. True financial planning is not about predicting markets or selling products. It is about building a durable framework that helps investors make better decisions through market...
info_outline
12-18-25 Is the 60/40 Portfolio Dead? Global Risks & Opportunities
The Real Investment Show Podcast
For decades, the 60/40 portfolioâstocks and bondsâserved as the foundation of balanced investing. Lance Roberts and Michael Lebowitz examine the growing global forces reshaping markets. While Wall Street has remained fixated on AI hyperscalers, major developments abroad are increasingly driving returns and risk. 0:00 - INTRO 0:19 - Inflation Report Preview - Where's the Fed's Soft Landing? 3:05 - Markets working Through the Chop 9:56 - Top 10 Christmas Movies 13:24 - Inflation Expectations (Preview) 14:35 - The Fed Ends QT 20:35 - JP Morgan's Liquidity Crunch 22:53 - Is the Economy...
info_outline
12-18-25 Markets Oversold After Key Support Break | Before the Bell
The Real Investment Show Podcast
Markets broke below both the 20- and 50-day moving averages, triggering a short-term MACD sell signal and raising concerns about near-term weakness. While technical damage should not be ignored, markets are becoming oversold on a relative strength basis, which historically increases the odds of a short-term bounce. Importantly, market bottoms tend to be brief, and prior episodes have shown that support breaks can be quickly reversed. The key issue now is not the intraday violation of moving averages, but where markets ultimately close the week. A sustained close below key support levels would...
info_outlineAre markets completely disconnected from economic reality?
In this exclusive conversation, Lance Roberts of RIA Advisors sits down with Daniel LaCalle, Chief Economist at Tressis and author of Freedom or Equality, to examine the illusion of wealth, sovereign-debt bubbles, and why the next global crisis may already be forming beneath the surface.
đ Topics discussed:
0:18 - Intro - Is There a Disconnect Between Markets & Reality?
2:34 - The Monetary World is Completely Out of Control
5:56 - The Crisis is a Manifestation of Previous Excesses
7:24 - Wealth is an Illusion
9:08 Government Have Passed The Three Limits
10:41 - Where Does Money Go for Safety?
12:12 - Living in the Period of the Tariff Tantrum
14:50 - The Problem of Cryptocurrency Volatility Risk
16:27 - Bitcoin (and cryptocurrency) Does not Have the Stability Banks Require
19:00 - The Case for Stablecoin
23:21 - The Un-hinging of Governments' Power
26:46 - Consequences of Removing Central Banks' Ability to Manipulate Currency
28:37 - The Cracking Point for Citizens (France)
31:36 - Germany's Destruction of Manufacturing by Fiscal Policy
33:46 - Is the Eurozone at Risk of Pulling Apart?
36:25 - Inflation: US Debt, Demographics, & Betting on Resurgence
37:53 - The Biggest Risk for 2026 - Reduction of Inflationary Burst
39:51 - The Circular Dynamics of AI Infrastructure
41:36 - The Typical Over-allocation and Mis-allocation of Capital
43:24 - The US Will Benefit from out of control Regulation in the EU
đ Key takeaway: Monetary policy has unhinged markets from fundamentals, creating an illusion of stability that could fracture once liquidity fades.
đ Subscribe for more interviews and market insight from Lance Roberts and RIA Advisors:
https://www.youtube.com/@RealInvestmentShow
#Economy #Markets #Investing #DanielLaCalle #LanceRoberts