Libsyn Directory

11-6-25 Nvidia's Money Loop: Smart Move or Red Flag?

Release Date: 11/06/2025

The Real Investment Show Podcast

It’s Fed Day, and today’s Live Q&A covers what investors should expect as markets position around the announcement, why volatility may pick up afterward, and how this week’s action shapes the potential for a Santa Claus Rally. We also discuss whether the Fed has stepped back from its inflation mandate, what that means for long bonds, and how Treasury supply-and-demand dynamics factor into portfolio risk. Lance Roberts & Danny Ratliff review the growth outlook for the AI sector, the power-cost assumptions built into datacenter models, the economic effects of the “One Big...

12-10-25 Market Pause Before the Fed: Time to Trim Risk? | Before the Bell

The Real Investment Show Podcast

Markets traded flat on Tuesday, holding near the top of their recent trading range. With today’s Fed announcement, the potential for a short-term pullback rises—especially with markets still overbought and stretched above key moving averages. A move back toward the 20-DMA or 50-DMA wouldn’t be surprising. The VIX is also signaling a possible uptick in volatility, hinting at a VIX buy signal. For those running aggressively long positions, this may be an ideal moment to reassess and trim risk around the edges. Bitcoin—often a proxy for speculative sentiment—has bounced recently but is...

12-9-25 Dealing with Debt & Smart Money Moves

The Real Investment Show Podcast

Debt can reshape a family, fracture relationships, and derail financial goals — especially when fraud or addiction is involved. Lance Roberts & Jonathan Penn address the importance of protecting your credit and financial future, and share four “good enough” financial moves to simplify money management without sacrificing results...strategies to cut through the noise and help you stay on track with less time, less stress, and fewer decisions. 0:00 - INTRO 0:19 - Fed Day Preview - Fed Grammar Matters 5:10- Market Weakness is No Surprise 9:11 - The Myriad Versions of Credit Scores 11:15...

12-9-25 Market Sloppiness Ahead of the Fed | Before the Bell

The Real Investment Show Podcast

Market sloppiness is showing up as mutual fund distributions continue to create choppiness across the major indices. After the rally off the Thanksgiving lows, markets have spent more than a month stuck in a consolidation range, struggling to make progress while remaining elevated above the 200-DMA and overbought on a momentum buy signal. A pullback to retest the 20-DMA wouldn’t be surprising. This week’s focus is the Federal Reserve meeting, where commentary—especially anything hawkish—could influence trading and potentially spark short-term volatility. Barring an unexpected shift,...

12-8-25 Bullish Case or Bearish Backdrop? The Real Market Setup for 2026

The Real Investment Show Podcast

Lance Roberts looks at both sides of the Market Cycle—the bullish liquidity-driven momentum and the bearish fundamental weaknesses. With support and resistance levels tightening around the S&P 500, and the Fed meeting, economic data, and major earnings directly ahead, investors must prepare for a market that could swing in either direction in 2026. 0:00 - INTRO 0:18 - Markets Set up for Santa Claus Rally 5:30 - Expect Sloppy Trading This Week 11:22 - Economic Summit, Elf on a Shelf, & Baylor Dating 14:42 - Market Outlook for 2026 16:36 - The Case for Bullishness 21:29: The Bullish...

12-8-25 Why Bitcoin Is Lagging the S&P | Before the Bell

The Real Investment Show Podcast

Bitcoin is showing a rare divergence this year: while the S&P 500 is up roughly 17% year-to-date, Bitcoin is down about 1%. That kind of underperformance doesn’t happen often, especially during strong equity trends, because Bitcoin typically trades in high correlation with broader risk assets. This week may bring sloppy trading as markets work through distribution and elevated relative-strength levels. A mild pullback wouldn’t be surprising after a month-long consolidation and a normal 5% correction. Even so, markets remain near all-time highs, and a short cooling-off period could set...

12-5-25 Roth Conversions, Money Rules & Financial Wellness: What Actually Works?

The Real Investment Show Podcast

Richard Rosso breaks down a study that modeled hundreds of thousands of retirement scenarios to determine which Roth conversion strategy performs best over a 10-year period: • Staying in a traditional IRA/401(k) and taking RMDs • A one-time Roth conversion • A gradual, multi-year conversion strategy RIA Advisors’ Financial Guardrails are timeless principles for building lasting wealth and protecting your financial future. Rich also shares insights from decades of experience helping investors avoid common pitfalls and build financial wellness that lasts generations. 0:00 - INTRO ...

12-4-25 Fed Regime Change: Is Groupthink Finally Ending?

The Real Investment Show Podcast

Is the era of Fed groupthink finally coming to an end? For over a decade, the Federal Reserve has operated under a powerful consensus framework—one where dissent has been rare and the Chair’s view has dominated policy outcomes. But shifting politics, rising dissenting votes, and increasing disagreements among FOMC members may signal a new regime change at the Fed. Lance Roberts & Michael Lebowitz break down: 0:00 - INTRO 0:19 - ISM Report Shows Abnormality of Markets 4:45 - Markets Prep for Year End Rally 9:33 - 2026 Economic Summit Tease 10:32 - Will Kevin Hassett Be the...

12-4-25 Volatility May Precede Santa Claus Rally | Before the Bell

The Real Investment Show Podcast

Markets rallied on Wednesday before selling off into the close, but technically this is all normal behavior. After a mild 5% pullback in early November, stocks are simply consolidating gains from the April lows. Now, markets are pushing back toward resistance at the previous highs—an area that may produce some short-term volatility. If markets can break above November’s highs, it opens the door for a traditional Santa Claus Rally into year-end. Even a pullback to the 50-DMA heading into Christmas would be a healthy setup. With markets on a buy signal from relatively low levels, the odds...

12-3-25 Trump Accounts Explained: Who Qualifies for the Dell Deal?

The Real Investment Show Podcast

What exactly are Trump Accounts, and who qualifies under the new expansion backed by Michael and Susan Dell’s $6.25 billion donation? Lance Roberts and Danny Ratliff break down how the Dell Deal works, which families benefit, and why this initiative could reshape financial planning for millions of children. If you’re a parent, grandparent, or financial planner, this is essential information about how these accounts may impact a child’s financial future. 0:00 - INTRO 0:19 - Sloppy Trading Ahead 5:15 - Performance Dichotomy in AI Stocks 11:00 - Trump Accounts - Where's the Value?...

More Episodes

Nvidia just took a $1 billion stake in Nokia—and Nokia plans to spend that money buying Nvidia’s own AI chips. It’s not the first time. Nvidia’s done similar deals with OpenAI, CoreWeave, and xAI, fueling record demand for its GPUs. But is this smart strategy—or circular financing? Some call it vendor financing, others say it’s round-tripping—a tactic that helped inflate the dot-com bubble two decades ago.
Lance Roberts & Michael Lebowitz unpack how the AI industry may be funding itself, why that’s raising eyebrows, and what investors should watch for as the hype builds.

0:19 - Are Tariffs a Tax?
4:03 - Buy-the-Dip'er's Continue their March
8:40 - Michael's Fed re-cap - Stealth QE?
14:08 - Where is All the Liquidity Going?
17:45 - What Will Trigger QE?
19:16 - The Fed's QE Trap
21:13 - Stress in the REPO Market
24:15 - Market Froth & Valuations - the Mag-7
28:57 - Where the Debt is Piling Up in Anticipation of AI Build
33:32 - Nvidia's Infinite Money Loop
37:32 - What If Projections & Expectations Are Not Realized?
42:55 - Looking at CAPE (as Nvidia is 8% of Market)

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA

Produced by Brent Clanton, Executive Producer
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Watch Today's Full Video on our YouTube Channel:
https://www.youtube.com/watch?v=PBMx8sckBhk&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=5s
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Articles Mentioned in Today's Show:
"Nvidia Deals: Round Tripping Or Vendor Financing?"
https://realinvestmentadvice.com/resources/blog/nvidia-deals-round-tripping-or-vendor-financing/
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The latest installment of our new feature, Before the Bell, "Buy-the-Dip Isn't Dead Yet" is here:
https://www.youtube.com/watch?v=UU_zCk3hYhs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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Our Previous Show, "6 Moves You Should Make Now Before RMDs Start," is here:
https://www.youtube.com/watch?v=G0B99SnHJ4U&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=24s
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