Libsyn Directory

2-17-26 100-DMA Test - Momentum Fades, Rotation Shifts | Before the Bell

Release Date: 02/17/2026

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...

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...

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...

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,...

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...

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...

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:...

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...

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...

3-3-26 Ten Immutable Laws of Money

The Real Investment Show Podcast

Most people will never build wealth — not because of the economy, but because no one taught them the rules. Lance Roberts & Jonathan Penn break down the 10 Immutable Laws of Money — time-tested principles that have worked for generations, regardless of your income, age, or background. From budgeting basics and crushing debt to understanding why millionaires live more modestly than you think, these laws are the foundation of lasting financial success. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by...

More Episodes

Markets held the 100-DMA on Friday, but that support is in focus again today. The bigger issue is a negative divergence: price has risen while momentum and relative strength have faded.

If the 100-DMA breaks, the next key level is the 200-DMA near 6,650—so stay disciplined on allocations, concentration, and risk.

Breadth is improving: the gap between market-cap and equal-weight has narrowed, and equal-weight has led over the past six months. Energy, Utilities, Industrials, and Materials have been driving gains, but several are getting extended—take profits and rebalance where needed.

Also watch Technology: it’s oversold, and even a modest rebound could quickly shift leadership back toward mega-cap performance.

Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
---
Register for our next Candid Coffee, 2/21/26:
https://streamyard.com/watch/Wq3Yvn9ny5GV
---
Watch the Video version of this report on our YouTube channel:
https://youtu.be/Qkkl5m8hY7w
---
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
---
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
---
Subscribe to SimpleVisor:
https://www.simplevisor.com/register-new
---
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/

#StockMarketUpdate #SP500 #TechnicalAnalysis #RiskManagement #MarketRotation

TOPICS