2-10-26 Duct Tape & WD-40 Your Portfolio Together
The Real Investment Show Podcast
Release Date: 02/10/2026
2-10-26 Duct Tape & WD-40 Your Portfolio Together
The Real Investment Show Podcast
Markets rallied back into positive territory today, but the real risk-management lesson isn’t the chart—it’s behavior. Lance Roberts & Jon Penn unpack the “WD-40 & Duct Tape” framework: WD-40 reduces emotional friction when headlines and volatility try to lock up decision-making, and duct tape is the discipline that keeps your portfolio plan intact (allocation, diversification, rebalancing rules, time horizon, liquidity). We also hit real-life planning topics investors ignore until it’s urgent—pre-nups, trusts, board liability, and why you shouldn’t scrimp on estate...
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2-10-26 Market Signals Melt-up | Before the Bell
The Real Investment Show Podcast
Markets rebounded Monday and nearly tagged new highs—trend remains bullish, but leadership is rotating. After an early-year chase into Value, money is flowing back into Technology and Growth. At the same time, global equity inflows ex-Tech are running hot (over $60B YTD), a classic “melt-up” signal that’s worth monitoring for crowding and speculation. Futures are higher again this morning—watch for follow-through. Bitcoin bounced but hasn’t regained traction yet. It’s still deeply oversold, momentum is flattening, and a tradable setup could emerge if we get confirmation with a...
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2-9-26 Technology Stocks: Dead… or the Next Opportunity?
The Real Investment Show Podcast
Technology stocks started February on the back foot as volatility spiked and leveraged trades unwound across markets—crypto first, then metals, then equities. The key question: is this a real breakdown in tech leadership, or a mechanical liquidation that’s creating selective opportunity? 0:00 - INTRO 0:19 - Superbowl Recap & Looking for BLS & CPI 4:41 - More Trapped Longs & Volatility to Come 10:38 - Market Volatility May not Be Over Yet 14:28 - The AI Threat to Software Co's 18:12 - Salesforce vs AI 23:20 - Narratives are Justification for Overpaying 26:30 - Technology Sector...
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2-6-26 The Wealth-Health Gap
The Real Investment Show Podcast
Why do wealthier households tend to live longer and experience fewer chronic diseases? Richard Rosso & Jonathan McCarty break down the Wealth-Health Gap—how income, savings, and environment shape health through housing quality, access to care, and financial resilience. We also flip the lens: poor health can reduce earnings, drain savings, and create a vicious cycle that widens disparities across generations. Finally, we discuss systemic factors that amplify the gap and practical policy ideas aimed at improving both economic stability and health outcomes. 0:00 - INTRO 0:20 - Uncle Floyd...
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2-5-26 Truflation vs CPI: What Inflation Is Really Doing Today
The Real Investment Show Podcast
Is inflation actually cooling—or just being measured differently? Lance Roberts & Michael Lebowitz break down Truflation’s real-time inflation readings (built from millions of point-of-purchase prices across multiple providers) versus the official CPI/PCE framework, which relies far more on surveys and sampling. We’ll also address the big caveat: neither CPI/PCE nor Truflation perfectly captures what you feel “in the shops,” because inflation varies by geography, income group, and what you actually buy. The aggregate number can hide the lived experience. 0:00 - INTRO 0:19 -...
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2-5-26 Markets Set Up for Rotation Trades | Before the Bell
The Real Investment Show Podcast
Markets sold off again Wednesday, closing right on the S&P 500’s 50-day moving average (50-DMA). While the index is still riding its underlying support line and working off an overbought condition, the momentum trade has largely been wrung out. Despite the turbulence, the broader uptrend remains intact—just with a lot more internal rotation. Wednesday’s damage was concentrated in mega-cap momentum and “growth leadership,” while much of the rest of the market held up better. That matters because Value vs. Growth has become increasingly overextended over the last several...
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2-4-26 Q&A Wednesday: Your Questions, Real Answers
The Real Investment Show Podcast
Today’s live YouTube Chat Q&A covers the full spectrum—earnings season takeaways, the selloff-to-rebound pattern, and the big debate around Big Tech, AI, and margins. We walk through where tech and AI leadership stand now, whether AI is pressuring software profitability, and the “real world” constraint markets may be underpricing: power demand (including what ERCOT could mean for data-center expansion). We also hit the energy transition angle—why wind/solar intermittency matters, the critical minerals push, and why fundamentals still matter when narratives run hot. On the...
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2-4-26 Dip Buyers Step In | Before the Bell
The Real Investment Show Podcast
Markets sold off sharply Tuesday, then bounced into the close—continuing a familiar pattern: when price tests the 50-day moving average (50-DMA), dip buyers step in. That’s been working, but it’s also how traders get trapped when the “buy-the-dip” playbook finally fails—so risk management matters. This morning, futures are pointing higher as the market tries to reclaim the 20-day moving average (20-DMA). Tuesday’s weakness was concentrated in mega-cap tech (NVDA, MSFT, GOOGL), and early action suggests a bounce attempt. Meanwhile, the “heat map” continues to highlight...
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2-3-26 The Trap of Chasing Returns
The Real Investment Show Podcast
Most investors don’t blow up because they “didn’t know enough.” They blow up because they frame the decision wrong. Lance Roberts & Jonathan Penn break down narrow framing—the behavior where investors judge one investment in isolation (“Why don’t I own that?”) instead of evaluating results through the entire portfolio and a long-term plan. When something becomes “hot,” it feels obvious, safe, and inevitable. But return-chasing often ends the same way: buying after a big run, then selling after the first real drawdown. That cycle turns investing into reaction instead of...
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2-3-26 Reflation Rotation | Before the Bell
The Real Investment Show Podcast
Industrial 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...
info_outlineMarkets rallied back into positive territory today, but the real risk-management lesson isn’t the chart—it’s behavior. Lance Roberts & Jon Penn unpack the “WD-40 & Duct Tape” framework: WD-40 reduces emotional friction when headlines and volatility try to lock up decision-making, and duct tape is the discipline that keeps your portfolio plan intact (allocation, diversification, rebalancing rules, time horizon, liquidity).
We also hit real-life planning topics investors ignore until it’s urgent—pre-nups, trusts, board liability, and why you shouldn’t scrimp on estate planning. Because protecting wealth isn’t just about returns—it’s about structure, documents, and decisions made before stress shows up.
0:00 - INTRO
0:19 - Valentine's PSA & Earnings Recaps
4:25 - Markets Rally Back Into Positive Territory
9:21 - Christmas Lights, Roofers, & Racoons
12:31 - Engagements, WD-40, & Duct Tape
18:35 - Investors Getting Emotional w Markets
26:57 - When Should a Pre-Nup Be Used?
31:57 - Will a Trust Protect One's Assets?
39:27 - Don't Scrimp on Estate Planning
42:58 - Can I Get Sued on a Board of Directors?
45:22 - Updating an Estate Plan
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/EsweZ6GtMvI?feature=share
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Articles Mentioned in Today's Show:
"Speculative Narrative Unwinds"
https://realinvestmentadvice.com/resources/blog/speculative-narrative-unwinds/
"Technology Stocks: Dead Or An Opportunity?"
https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/
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Watch our previous show, "Technology Stocks: Dead… or the Next Opportunity?" here:
https://youtube.com/live/dkvgydsdn-g?feature=share
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The latest installment of our new feature, Before the Bell, "Market Signals Melt-up" is here:
https://youtu.be/U5PtR83h4qs
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