1-15-26 Silver’s Surge: Bubble or Fundamentals?
The Real Investment Show Podcast
Release Date: 01/15/2026
1-16-26 Social Security Reform: Expansion or Cuts?
The Real Investment Show Podcast
Congress is debating major changes to Social Security—and the outcome could mean benefit expansion or future cuts. With trust fund shortfalls projected by 2033, lawmakers have introduced a wave of bills aimed at increasing benefits, changing cost-of-living calculations, and redefining how and when Americans claim Social Security. Richard Rosso breaks down the key Social Security reform proposals currently circulating in Congress, what they would change, why most face steep political hurdles, and what these debates mean for retirement planning in the years ahead. 0:00 - INTRO 0:19 - Social...
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1-15-26 Silver’s Surge: Bubble or Fundamentals?
The Real Investment Show Podcast
Can we classify Silver as a microbubble? Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles. 0:00 - INTRO 0:19 - Oil Prices Slide, CPI/PPI Moderate 8:15 - Index Performance Comparisons 14:33 - PPI/CPI Increase rate Cut Expectations 17:19 - The Risks of Reflation 20:48 - GDP Predictions? 23:08 - The Saga of the Silver Bubble 26:18 - Meme Stocks & SPAC's 29:57 - What's the Narrative in Silver? 31:41 - Silver, Gold, & Commodity Supply-Demand Imbalances 34:03 - Unlike God, Silver is a Critical...
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1-15-26 Market Rotation Is Broadening — But Risks Remain | Before the Bell
The Real Investment Show Podcast
Markets are quietly broadening beneath the surface. While mega-cap stocks continue to dominate headlines, money is rotating into small caps, mid caps, value stocks, and even international equities. The S&P Equal Weight Index just set a new all-time high—even as the S&P 500 lagged—highlighting improving market breadth. Small caps and mid caps have closed part of their long-standing performance gap with large caps, but meaningful differences remain. The Russell 2000 and S&P 600 are still trailing the S&P 500, and small caps remain highly sensitive to economic slowdowns....
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1-14-26 Q & A Wednesday - Your Money & Market Questions Answered
The Real Investment Show Podcast
Lance Roberts & Danny Ratliff take your real-time questions directly from our YouTube live chat window, and break down today’s most important money, market, investing, and retirement topics. 0:00 - INTRO 0:19 - Big Banks' Earnings & Trading Revenue 4:00 - Markets Decline off All-time Highs 9:05 - Fun with Charts - Understanding Market Dynamics 16:17 - Contributing to Roth in Retirement? 20:27 - SimpleVisor Alerts 21:10 - Determining Percentage of Assets to Own vs Sell 26:15 - Thoughts on Trump Plan to use Retirement Money for Home Purchases 30:01 - You never Own Your House 33:48 -...
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1-14-26 Markets Compress Near All-time Highs | Before the Bell
The Real Investment Show Podcast
Markets pulled back from all-time highs, not in a bearish way, but through tightening consolidation. Price is compressing between a rising support line and a clearly defined ceiling, creating a narrowing trading range that historically resolves with a decisive move. The key question now is direction. A downside break could bring a retracement toward the 100-day moving average, while an upside resolution could push prices toward the 7,100 area. Over the next two to four weeks, a downside resolution would not be surprising—but any move will still require a catalyst. Market breadth continues to...
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1-13-26 The Economic Reflation Narrative Is Back
The Real Investment Show Podcast
The economic reflation narrative is back—but is it durable or just another market storyline driven by optimism and liquidity? Lance Roberts explains what investors mean by “economic reflation,” why markets are once again pricing in stronger growth, and which data points are reinforcing the bullish case. We examine the role of monetary policy shifts, fiscal spending, labor market dynamics, and commodity trends that are supporting expectations for improving earnings and profitability. Just as importantly, we address the risks to the reflation narrative. Sticky inflation, slowing global...
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1-13-26 Market Turbulence - Earnings Test Ahead | Before the Bell
The Real Investment Show Podcast
With earnings season underway and markets stretched, conditions suggest rising market turbulence as price discovery accelerates. JPMorgan Chase kicked things off with a technical earnings miss after an extraordinary multi-year rally, highlighting how stretched both individual stocks and the broader market have become. While markets remain on a buy signal and continue to hover near all-time highs, deviations from key moving averages and increasingly overbought conditions suggest a near-term pullback would be healthy—and not unexpected. Financial heavyweights such as Goldman Sachs and...
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1-12-26 Investor Lessons From 2025 for 2026
The Real Investment Show Podcast
Markets opened 2026 with early gains, improving breadth, and a rotation toward value—but mixed fundamentals and elevated expectations remain beneath the surface. Lance Roberts reviews key investor lessons from 2025 that matter most as we head into 2026. We review what worked, what failed, and why market narratives once again misled investors. Topics include value versus growth, volatility versus risk, the role of cash, earnings-driven returns, portfolio rebalancing, and why discipline—not prediction—remains the foundation of long-term investing. We also examine the technical backdrop for...
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1-12-26 Volatility Risk Rising | Before the Bell
The Real Investment Show Podcast
Markets closed at new highs but are flashing short-term overbought signals. Unexpected weekend headlines around a potential investigation tied to the Fed introduced a volatility catalyst markets were not pricing in—especially at elevated levels. While the issue itself is unlikely to become a long-term concern, surprises are often what trigger near-term selling pressure. With earnings season approaching, volatility risk is more likely to come from corporate results than headlines. We discuss why managing risk, rebalancing portfolios, and preparing for routine pullbacks matter when markets are...
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1-9-26 Big Beautiful Tax Breaks - 7 Changes for the 2026 Tax Season
The Real Investment Show Podcast
The 2026 tax season is shaping up to look very different—especially for retirees, near-retirees, and late-career workers. Richard Rosso & Jonathan McCarty break down some major tax changes tied to the “One Big Beautiful Bill” and recent retirement legislation that could materially impact your tax planning strategy. From higher standard deductions and new age-based write-offs to expanded SALT limits, auto-loan interest deductions, and larger 401(k) catch-up contributions, these changes create both opportunities and planning traps. 0:00 - INTRO 0:19 - The Big D in the OBBB 3:52 -...
info_outlineCan we classify Silver as a microbubble?
Lance Roberts & Michael Lebowitz take a disciplined, valuation-driven look at silver through the lens of post-2020 micro-bubble cycles.
0:00 - INTRO
0:19 - Oil Prices Slide, CPI/PPI Moderate
8:15 - Index Performance Comparisons
14:33 - PPI/CPI Increase rate Cut Expectations
17:19 - The Risks of Reflation
20:48 - GDP Predictions?
23:08 - The Saga of the Silver Bubble
26:18 - Meme Stocks & SPAC's
29:57 - What's the Narrative in Silver?
31:41 - Silver, Gold, & Commodity Supply-Demand Imbalances
34:03 - Unlike God, Silver is a Critical Mineral
36:44 - Speculation in Silver?
38:25 - Portfolio Positioning & Position Sizing
47:19 - Don't Take Advice from the Guy that's Selling
48:17 - Market Behavior Commentary
49:54 - Markets' Rotation into Anything that's not a Mag-7
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=Bbdac54510I&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Watch our previous show, "Q & A Wednesday - Your Money & Market Questions Answered " here:
https://www.youtube.com/watch?v=jAYfTLVka6w&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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The latest installment of our new feature, Before the Bell, "Market Rotation Is Broadening — But Risks Remain," is here:
https://www.youtube.com/watch?v=KS2mSWm16qg&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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REGISTER for our 2026 Economic Summit, "The Future of Digital Assets, Artificial Intelligence, and Investing:"
https://www.eventbrite.com/e/2026-ria-economic-summit-tickets-1765951641899?aff=oddtdtcreator
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