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2-11-26 Q&A Wednesday: You Ask 'em, We'll Answer

Release Date: 02/11/2026

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

It’s Q&A Wednesday: You ask ’em, we’ll answer—and today’s episode covers the questions investors actually wrestle with when markets get noisy.

Lance Roberts & Danny Ratliff start with a preview of upcoming economic reports and what recent data may be signaling about slowing growth and the next bout of market volatility. From there, we dig into real portfolio decisions—especially for investors heading into retirement—including how to think about allocation changes, managing risk, and avoiding the behavioral traps that derail long-term outcomes.

Lance & Danny also hit the big evergreen topics: recency bias, whether there’s truly a “one stock to own forever,” what buffered ETFs do (and don’t) protect you from, and the mechanics behind the bond yield / interest-rate relationship. We also tackle timely portfolio choices like metals, tax-deferred vs. taxable accounts, seasonality, foreign currency trades, and how to invest in individual bonds. We wrap with practical tradeoffs around high-yield savings, the reality of beating the market consistently, and a broader discussion on growth modeling—plus a curveball question: Is AI going to take our jobs?

0:00 - INTRO
0:19 - Economic Reports Preview: More Weakness?
4:59 - Markets Do What They Do - More Volatility?
11:04 - How Should I Change My Portfolio Going Into Retirement?
17:48 - Dealing with Recency Bias
21:04 - The One Stock to Own Forever
24:20 - The Thing About Buffered ETF's
28:19 - Inverse Relationship Between Bond Yields vs Interest Rates
34:10 - Metals: Selling Today?
35:50 - Tax-deferred vs Taxable brokerage Accounts
39:16 - Using Seasonality When Investing
40:48 - Dealing with Foreign Currency Trades
44:00 - How to Invest in Individual Bonds?
47:01 - The Pro's & Con's of High Yield Savings
48:11 - Do You Consistently Beat the Market?
53:36 - Defining Magnitude and Modeling Growth
55:31 - Is AI Going to Take Our Jobs?

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Danny Ratliff, CFP
Produced by Brent Clanton, Executive Producer
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Register for our next Candid Coffee, 2/21/26:
https://streamyard.com/watch/Wq3Yvn9ny5GV
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Watch Today's Full Video on our YouTube Channel:
https://www.youtube.com/watch?v=6sI0zNQTCyE&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1
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Articles Mentioned in Today's Show:
"Seasonality: Buy Signal And Investing Outcomes"
https://realinvestmentadvice.com/resources/blog/seasonality-buy-signal-and-investing-outcomes/
"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, "Duct Tape & WD-40 Your Portfolio Together," here:
https://youtube.com/live/EsweZ6GtMvI?feature=share
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The latest installment of our new feature, Before the Bell, "Market Rotation Keeps Stocks Flat," is here:
https://youtu.be/8iyhck2LBpY
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https://realinvestmentadvice.com/ria-e-guide-library/
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#StockMarket #MarketOutlook #SectorRotation #TreasuryYields #Volatility #QandAWednesday #RetirementInvesting #MarketVolatility #BondMarket #TaxPlanning

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