Libsyn Directory

1-22-26 What Kevin Warsh Brings to the Fed

Release Date: 01/23/2026

The Real Investment Show Podcast

A major shift is happening in how younger investors approach the markets—and it may be the most important risk investors are ignoring. From AI-driven investing decisions to social media influencers shaping financial behavior, markets are increasingly influenced by speculation, speed, and hype. At the same time, the rise of options trading, crypto, and leveraged products is blurring the line between investing and gambling. Lance Roberts & Jon Penn break down: Why Gen Z is turning to AI and social media for investment advice The growing influence of financial influencers and crypto...

3-31-26 Oversold Bounce or Bigger Breakdown? | Before the Bell

The Real Investment Show Podcast

Markets opened higher Monday but faded into another selloff as end-of-quarter rebalancing continues to drive volatility. With roughly $65 billion in portfolio adjustments underway, much of the recent price action is technical—not fundamental. Oversold conditions are building across the board. Momentum, relative strength, and sentiment all suggest the market is primed for a reflexive rally, with bonds already seeing buying interest and yields easing slightly. But beneath the surface, a bigger issue is emerging. While prices have declined, forward earnings estimates have not adjusted lower. If...

3-30-26 Subprime Crisis 2.0? Private Credit Risks Explained

The Real Investment Show Podcast

Lance Roberts breaks down the growing stress in private credit markets, rising default risks, and the recent wave of gated withdrawals across major funds. With comparisons to the 2008 financial crisis gaining traction, investors are asking a critical question: are we facing Subprime Crisis 2.0? We examine what made the 2008 collapse so catastrophic—leverage, derivatives, and systemic contagion—and compare it to today’s private credit landscape. While defaults are rising and liquidity concerns are real, the structure of private credit is fundamentally different. Hosted by RIA Advisors...

3-30-26 Sell the Bounce Before the Next Drop | Before the Bell

The Real Investment Show Podcast

Markets are down roughly 7% from their peak and under sustained pressure, with five consecutive weeks of negative returns—an unusually extended stretch that historically signals a near-term inflection point. Oversold conditions, weak momentum, and deeply negative money flows suggest a reflexive bounce is likely in the coming days. But investors should be cautious. This is not the end of the correction cycle. Lance Roberts breaks down why any near-term rally should be used to rebalance risk—not chase upside. With geopolitical catalysts like Iran tensions and oil price volatility acting as...

3-27-26 How to Beat the 4 Biggest Retirement Risks

The Real Investment Show Podcast

Most retirement plans focus on savings and returns—but that’s not what truly puts retirement at risk. Richard Rosso & Jonathan McCarty break down the four biggest threats retirees face: longevity, inflation, market volatility, and emotional decision-making, and more importantly, how to navigate them. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:18 - Rich's Dreams 2:03 - Dynamic Learning Series 3:02 - Easter Candy Inflation & Post-Covid Behaviors 7:31 - Panoramic Sugar Eggs &...

3-26-26 Will AI Trigger the Next Great Depression?

The Real Investment Show Podcast

Will artificial intelligence spark the next economic boom—or trigger a crisis rivaling the Great Depression? A growing debate on Wall Street is emerging after research scenarios like the “Global Intelligence Crisis” raised concerns about a potential AI-driven economic shock. The core question is simple but critical: Will AI create unprecedented productivity and prosperity, or will it displace jobs faster than the economy can adapt? Lance Roberts & Michael Lebowitz break down both sides. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager,...

3-26-26 Markets Breakdown or Bounce? | Before the Bell

The Real Investment Show Podcast

Markets are testing the 200-DMA from below, a key resistance level. Failure to break above could increase downside pressure, but end-of-quarter rebalancing (~$62B in buying) may provide near-term support. Momentum is oversold, with relative strength starting to improve. A confirmed buy signal and positive divergence could drive a move toward 6,700, with resistance at the 20-DMA. Stay patient—markets can remain oversold, but improving technicals suggest potential for a recovery into early summer. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton,...

3-25-26 Q&A Wednesday: Markets, Money & Your Questions Answered

The Real Investment Show Podcast

Lance Roberts & Danny Ratliff answer your biggest questions about the markets, investing, and personal finance in today’s rapidly changing economic environment. From stock market volatility and interest rates to long-term investing strategies and risk management, nothing is off limits. Whether you’re a beginner or an experienced investor, this session is built around what you want to know right now. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:13 -...

3-25-26 Markets Poised for Oversold Bounce | Before the Bell

The Real Investment Show Podcast

Markets enter the pre-market deeply oversold, with sentiment turning increasingly negative—conditions that often lead to a short-term reflex rally. Investors are looking for a catalyst, and even minor geopolitical headlines could spark buying pressure. Key technical levels are in focus today, including the 200-day moving average and a major resistance zone between 6,700 and 6,800, where the 20-, 50-, and 100-day moving averages converge. This area is packed with trapped longs and heavy volume, suggesting any rally into this range could face selling pressure. Volume has been declining,...

3-24-26 Asset Allocation, Benchmarks, and High-Yield Debt Traps

The Real Investment Show Podcast

Lance Roberts and Jon Penn tackle the most pressing portfolio questions investors and retirees are asking right now: Challenge the assumption that older investors should automatically shift to ultra-conservative allocations Whether every account in a multi-account household needs the same investment strategy why Roth IRAs may warrant a more aggressive growth posture How much weight each equity position should carry, and how many stocks is too many Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by...

More Episodes

Betting markets are increasingly pointing to Kevin Warsh as a potential successor to Jerome Powell, with Kevin Hassett expected to remain in his White House role under Donald Trump. Which begs the question: What would a Warsh-led Federal Reserve actually bring to markets?

Lance Roberts & Michael Lebowitz explore the possibilities of a Warsh Fed: Would such likely be more tolerant of volatility, rely less on emergency interventions, and place greater emphasis on valuation, fundamentals, and disciplined policy rules?

0:00 INTRO
0:18 - Earnings, Economics, & Imminent Greenland Deal
2:48 - Markets Break Trendline - Look for Volatility
8:22 - Greenland, Denmark, & Danish Bonds
15:10 - What the Media Doesn't Say About Bond Auctions
17:14 - Texas Winter & Nat Gas Futures
20:32 - Warsh vs Wallace as Fed Head
23:58 - Keep an Eye on Rick Rieder
26:14 - The Marriage of Blackrock & The Fed
27:52 - Markets are Driven by the Wrong Things
31:12 - The Reflation Narrative
34:29 - Speculation, ETF's & Fighting for the same Dollars
39:05 - The Gamification of Markets
41:29 - The Importance of Risk Management
45:00 - End of the 1st Half of the Secular Period

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=D4roSFzE3Ww&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Watch our previous show, "It’s Q&A Day — and (almost) anything goes" here:
https://www.youtube.com/live/jFDHVzdwNdo
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The latest installment of our new feature, Before the Bell, "Markets Stall at Resistance - Volatility Ahead?" is here:
https://www.youtube.com/watch?v=8EviI_k5gb8&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1
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