2-11-26 Q&A Wednesday: You Ask 'em, We'll Answer
The Real Investment Show Podcast
Release Date: 02/11/2026
2-11-26 Q&A Wednesday: You Ask 'em, We'll Answer
The Real Investment Show Podcast
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...
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2-11-26 Market Rotation Keeps Stocks Flat | Before the Bell
The Real Investment Show Podcast
Markets are stuck in the same rhythm: rally, pull back, test support, and bounce again. After Tuesday’s dip, futures are mildly higher this morning—but the bigger story is consolidation. Under the surface, leadership is rotating: Energy, Financials, and Value have held the upper hand, while Growth has started to perk up. That internal rotation can keep the index “flat” even as specific sectors trend. The setup still leans toward an upside breakout, but the market hasn’t shown the momentum needed to follow through—yet. Meanwhile, 10-year Treasury yields have been sliding for several...
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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...
info_outlineIt’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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