1-23-26 The Hardest Part of Legacy Planning - Starting the Conversation
The Real Investment Show Podcast
Release Date: 01/23/2026
4-6-26 AI: How To Invest in the Next Industrial Revolution - Brian Dunlap Interview
The Real Investment Show Podcast
AI is not hype — it is the most consequential economic shift since the Industrial Revolution, and it is rewriting the investment playbook. Lance Roberts and special guest, Blackrock's Brian Dunlap, break down the full AI and tech stock story: how we got here, where the money is flowing, and what investors need to know right now. From the infrastructure build-out and enterprise adoption to physical AI, robotics, and autonomous vehicles, we walk through the entire investment cycle — including the IDGT and BAI ETFs, the hyperscalers driving capex, and why data centers are the...
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4-3-26 Taxes Never Go Away
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, Sarah Buenger, & Jonathan McCarty commiserate on the annual chore of paying taxes...but, provide helpful guidance in planning so that your tax bite might be lessened. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Sarah Buenger, CFP, and Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:20 - If Rich & Sarah Were on Gilligan's Island 1:05 - The Fine...
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4-2-26 Fed Trap? Markets Face Inflation, Oil & Treasury Sell-Off
The Real Investment Show Podcast
Markets are hitting a critical inflection point—and the stakes are rising fast. A major policy speech from Donald Trump sparked volatility, just as markets tested a key cluster of technical resistance. Now investors are facing a bigger question: is the market environment shifting from a short-term rally to something more structural? Lance Roberts & Michael Lebowitz break down: Why elevated oil prices could reignite inflation and complicate the Fed’s next move Whether the Federal Reserve is walking into a policy trap between inflation and slowing growth What matters more right now: GDP...
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4-2-26 200-DMA Rejection: Bounce or Breakdown? | Before the Bell
The Real Investment Show Podcast
Markets delivered the expected oversold bounce earlier this week, but momentum stalled right at a key technical level—the 20-DMA just beneath the 200-DMA. Now, with futures pointing lower following comments over night from President Donald Trump, the market faces its first real test after the recent rally attempt. Was that rally just a reflex bounce, or the start of something more sustainable? In this pre-market update, we break down the two critical paths forward: a deeper correction with a break of recent lows, or a more constructive setup where markets establish a higher low and rebuild...
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4-1-26 Wives Take Over: Money, Marriage, and Real Talk
The Real Investment Show Podcast
What happens when the wives take over the show? For this special April Fool’s Day edition of #TheRealInvestmentShow, the tables are turned as Michelle Ratliff & Christina Roberts step in to answer the questions investors never hear. From what Lance and Danny would really be doing outside of wealth management, to what happens if they suddenly win the lottery, we blend humor with surprisingly real financial insight. We also dig into the realities of managing money at home: Where couples disagree about finances Where financial values actually align How to teach kids a healthy...
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3-31-26 Are Markets Becoming Gambling?
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...
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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...
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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...
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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...
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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 &...
info_outlineMost people think the hardest part of legacy planning is legal documents, estate taxes, or complex strategies. In reality, the most difficult part is much simpler—and more uncomfortable: starting the conversation.
Richard Rosso and Jonathan McCarty discuss why these conversations are so difficult, why avoiding them creates greater risk for families...and offer a starting point solution.
0:00 INTRO
0:19 - Punxsutawny Ted Cruz & Texas Winters
1:47 - The Hardest Part About Legacy Planning
3:20 - When You Have Kids...
5:57 - The Basics of Health Directives
7:25 - The Five Wishes process
10:25 - Wish-1 - Who Makes Healthcare Decisions for You?
14:29 - Wish-2 - What Kind of Care?
17:10 - Organ Donation & EOL Planning
20:45 - Wish-3 - How Comfortable to You Want to Be?
21:28 - Wish-4 - How Do You Want People to Treat You?
23:15 - Wish-5 - What I Want Loved-ones to Know
25:43 - A Wealth of Knowledge at AgingWithDignity.org
29:03 - How to Have The Conversation
33:57 - Do Trust or Not to Trust?
36:16 - YouTube Chatroom Comments
Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP
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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