2-3-26 Reflation Rotation | Before the Bell
The Real Investment Show Podcast
Release Date: 02/03/2026
3-13-26 The Psychology of Spending in Retirement
The Real Investment Show Podcast
Retirement income planning isn’t just about withdrawal rates, portfolio construction, or tax strategies. For many retirees, the hardest part of retirement is psychological, not mathematical. Richard Rosso & Jonathan McCarty explore the psychology behind retirement spending decisions, including why retirees frequently leave large amounts of wealth unused and how behavioral finance shapes income planning. Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jonathan McCarty, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO...
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3-12-26 The “Value Rotation” Illusion
The Real Investment Show Podcast
The market narrative says investors are rotating out of expensive growth stocks and into cheaper value stocks. But is that actually happening? Jon Penn and Michael Lebowitz explain how today’s passive investing landscape can distort traditional definitions of value and growth. ETF flows and index-driven allocations often send capital into the largest and most popular companies, regardless of valuation. Using our three-tier valuation framework—past earnings, forward earnings, and growth-adjusted valuations—we show how investors can better separate stocks that simply look cheap from those...
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3-11-26 Q&A Day: Technical Breakdown in the S&P 500: What Comes Next?
The Real Investment Show Podcast
Jon Penn & Devoda Owens cover key financial planning and market topics affecting investors and retirees, beginning with market commentary on the Iran campaign and geopolitical risk, and what it could mean for energy prices, inflation expectations, and market volatility. Jon & Devoda also discuss Social Security depletion projections, how investors should think about benchmarking portfolios, and the key considerations around when to claim Social Security benefits. Additional planning topics include estate planning when remarrying, insurance and long-term care strategies, preparing for...
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3-10-26 The Benefits Talk Every Business Owner Needs
The Real Investment Show Podcast
Consider this the money talk your Dad would have given you if he knew everything about running a business. Jon Penn and Tom Allen provide straight-talking advice, walking you through exactly how to build a benefits and retirement strategy that works for you AND your employees. No jargon. No sales pitch. Just the kind of honest, experienced advice two dads would give their own kids sitting across the kitchen table. Hosted by RIA Advisors Senior Investment Advisor, Jonathan Penn, CFP, w Retirement Plan Consultant, Tom Allen Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:21 - Two...
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3-9-26 IRA's - The Ticking Tax Bomb
The Real Investment Show Podcast
Is your IRA a ticking tax time bomb? Most retirement savers don't realize that every dollar sitting in a traditional IRA will eventually be taxed — and you may have little say over when, how much, or at what rate. Danny Ratliff & Sarah Buenger break down the three critical dimensions of IRA tax planning: a proactive multi-year conversion strategy, the risks of doing nothing, and legacy planning considerations that could determine how much your heirs actually keep. Hosted by RIA Advisors Senior Investment Advisor, Danny Ratliff, CFP, w Senior Investment Advisor, Sarah Buenger,...
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3-6-26 Diversification Is Not Risk Management
The Real Investment Show Podcast
Most investors believe diversification protects them from risk. It does not. Richard Rosso breaks down what diversification actually does, what it does not do, and why confusing it with risk management can quietly damage your portfolio over time. We also tackle one of the most overlooked questions in retirement planning: do you actually need long-term care insurance? Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:38 - Market Gyrations & Diversifications 3:22 - Diversification of Assets...
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3-5-26 Passive Aggressive Market: Bogle's Warning Came True
The Real Investment Show Podcast
Are passive investors really passive? Not anymore. Lance Roberts & Michael Lebowitz break down how index funds and ETFs — the tools designed for patient, long-term investing — have quietly become weapons of short-term speculation. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manger, Michael Lebowitz, CFA Produced by Brent Clanton, Executive Producer 0:00 - INTRO 1:03 - Good Economic News Under the Surface 4:26 - Out of the Frying Pan, Into the Fire... 6:15 - Wait for Market to Declare Direction 10:49 - Economic Improvement Puts the Fed...
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3-5-26 Markets Reclaim 100-DMA | Before the Bell
The Real Investment Show Podcast
Markets clawed back above the 100-Day Moving Average — but don't celebrate just yet. In today's pre-market update, we break down what this recovery means, why we're still on a sell signal, and what it will take for bulls to truly regain control. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video version of this report on our YouTube channel: https://youtu.be/MntZ-KayzxA --- Get more info & commentary: https://realinvestmentadvice.com/insights/real-investment-daily/ --- Rate us on Google:...
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3-4-26 Q & A Wednesday: Ask Us Anything
The Real Investment Show Podcast
Are you watching the market and wondering what's really going on? Lance Roberts & Danny Ratliff dive straight into YOUR questions — pulled live from the chat — covering the stock market outlook, what sectors to watch, and how investors should be positioning right now. No fluff, no filler — just real talk about where the market's heading and what it means for YOUR portfolio. 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 1:04 - Iran Air Force...
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3-4-26 100-DMA: Hold or Fold? What Happens Today Changes Everything | Before the Bell
The Real Investment Show Podcast
The 100-day moving average has been the market's most critical support level since April 2025 — and this week, it's being tested again. After Monday's selloff on Middle East military escalation news, markets broke below the 100-DMA before quickly recovering above the 50- and 20-DMA. Tuesday opened ~2% below that key level, but buyers stepped in and pushed markets right back up to close AT the 100-DMA. Here's what most investors get wrong: when markets break a moving average, algorithmic trading programs and HFT systems are ALL watching the same level — and many are programmed to SELL at...
info_outlineIndustrial and Basic Materials stocks are leading the “reflation” narrative—both have been strong, with Industrials tagging fresh highs and Materials extending a sharp run since December. The catch: these areas are increasingly overbought, and valuations eventually matter. The key question for 2026 is whether earnings and growth can “catch up” to prices that have already sprinted ahead.
In this pre-market update, we walk through why disciplined investors rebalance to targets, take partial profits, and reduce risk without “selling everything.” We also highlight what rotations tend to do: money chases what’s hot, then swings back toward what was ignored. Staples were deeply out of favor late last year—then rallied as flows rotated. Energy also rebounded as oil broke higher after an oversold setup, but as positions work, it’s time to harvest gains and avoid giving them back during the next volatility spike.
Finally, we discuss where the next rotation could emerge: defensive, higher-dividend areas like Utilities have lagged and are out of favor—often a condition that sets up future inflows when investors pivot from offense to defense.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch the Video version of this report on our YouTube channel:
https://youtu.be/9f2tn_O1BUc
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Articles mentioned in this report:
"Precious Metals Aren’t Predicting Economic Collapse"
https://realinvestmentadvice.com/resources/blog/precious-metals-arent-predicting-economic-collapse-draft/
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https://realinvestmentadvice.com/insights/real-investment-daily/
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