2-12-26 Dollar Rally Risk - Overbought Markets | Before the Bell
The Real Investment Show Podcast
Release Date: 02/12/2026
3-16-26 Oil Shock - Markets Reprice Risk
The Real Investment Show Podcast
Oil volatility is shaking global markets after disruptions in the Strait of Hormuz triggered the largest modern oil supply shock. Crude briefly surged above $100 as geopolitical tensions escalated, sending volatility across equities, credit, and currencies. Lance Roberts discusses oil volatility, market technicals, private credit stress, and the key risks investors should be watching next. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:59 - Weekend Article Recap; Q4 GDP Revision 5:11 - Market Performance in...
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3-16-26 Oil Spike, Oversold Markets, & The 200-DMA Test | Before the Bell
The Real Investment Show Podcast
Markets are testing the 200-day moving average during a historically weak period in March. After failing at resistance, stocks are now technically oversold, which often leads to short-term reflex rallies. Rising geopolitical tensions with Iran pushed oil sharply higher, but futures markets suggest the spike may be temporary. If markets bounce, trapped investors near recent highs could sell into strength, keeping a lid on rallies. If a reflex rally develops, it may be an opportunity to rebalance portfolio risk, particularly in energy positions that have benefited from the recent oil surge....
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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:...
info_outlineIs the U.S. Dollar setting up for a deeper rally—and what does that mean for markets that have been riding the “weak dollar” trade? Lance Roberts walks through a long-term, monthly chart perspective: when major indexes stretch 2+ standard deviations above long-term means, the odds of a meaningful mean reversion rise.
Right now, the S&P 500 is extended, the equal-weight S&P is even more stretched, and several “Dollar-sensitive” areas look extremely overbought—including Basic Materials, Industrials, and Transports. The same setup shows up in international stocks and emerging markets, where foreign flows often chase currency differentials. If the Dollar turns higher from an oversold condition and triggers a buy signal, those rotations can reverse fast.
We also cover why gold and silver—classic Dollar trades—can stay extended longer than expected, but rarely hold at 3–4 standard deviations for very long. Bottom line: overbought doesn’t mean “crash tomorrow,” but it does mean it’s time to think about taking profits, rebalancing, and reducing risk before the mean reversion shows up.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"BLS Labor Report Defies Consensus"
https://realinvestmentadvice.com/resources/blog/bls-labor-report-defies-consensus/
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