4-23-26 Wait for the Setup | Before the Bell
The Real Investment Show Podcast
Release Date: 04/23/2026
8-21-26 The Best Retirement Head Start for Your Kids
The Real Investment Show Podcast
Giving your kids a financial head start may be one of the most valuable lessons you can teach them. Richard Rosso & Jonathan McCarty explain how a Custodial Roth IRA can help children with earned income start building tax-free retirement wealth early, while learning the importance of saving, investing, and paying themselves first. We also discuss Roth IRA withdrawal rules, the potential transition from Trump Accounts to Roth IRAs, and how even a lemonade stand can become a lesson in long-term wealth building. Plus, we look back at Wall Street history, the value of financial writing, and...
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8-20-26 Is Treasury Bailing Out the Bond Market?
The Real Investment Show Podcast
Is the Treasury stepping in to rescue the bond market, or is that the wrong way to interpret its purchases of long-term Treasuries? Lance Roberts and Michael Lebowitz examine why Treasury purchases are not necessarily the same as Federal Reserve quantitative easing, how issuing Treasury debt to fund an asset swap differs from creating new money, and what this could mean for bond yields, inflation, and investors. We’ll also look at the changing relationship between Treasury bonds and gold. 0:00 INTRO 0:50 - Treasury Action & FOMC Meeting Minutes 4:19 - Market Rally on Debt Buy Back...
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8-20-26 Treasury Buybacks Spark a Market Bounce | Before the Bell
The Real Investment Show Podcast
Treasury debt buybacks helped push bond yields lower and stocks higher, but the market’s technical setup still warrants caution. The 10-Year Treasury yield remains on a sell signal, while the S&P 500 is nearing a momentum sell signal with downside risk toward its 50-day moving average. Meanwhile, volatility remains extremely compressed, investor complacency is elevated, and cheap portfolio hedges could become increasingly valuable. With thin August trading and mid-term election uncertainty ahead, investors should manage exposure and prepare for a potential pickup in volatility before the...
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8-19-26 Q&A Wednesday: Are Rising Rates a Market Warning?
The Real Investment Show Podcast
More investors are turning to TikTok, YouTube, and other social-media platforms for financial advice. But how do you separate useful financial education from bad advice, speculation, and outright scams? Lance Roberts and Jonathan Penn discuss how to evaluate financial advice online, the warning signs investors should watch for, and why popularity, followers, and flashy lifestyles aren't substitutes for expertise. Social media can help people become better investors—but only if they know whom to trust. 0:00 INTRO 0:57 - FOMC Meeting Minutes Preview & Weaker Economic Data 3:26 - Will...
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8-19-26 September Rally Test Ahead Before the Bell
The Real Investment Show Podcast
Markets are consolidating after Tuesday’s technology-led selloff, but the risk/reward setup is becoming less attractive. With the S&P 500 roughly 10% above key moving averages, upside targets near 8,000 offer considerably less potential than the downside risk of a pullback toward the 50-DMA. Momentum is nearing a sell signal as rising interest rates, higher oil prices, inflation pressures, Jackson Hole, the next Fed meeting, and midterm-cycle volatility converge. A pullback could ultimately create opportunity, but for now, taking profits, managing portfolio risk, and avoiding aggressive...
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8-18-26 Can You Trust Financial Advice on Social Media?
The Real Investment Show Podcast
More investors are turning to TikTok, YouTube, and other social-media platforms for financial advice. But how do you separate useful financial education from bad advice, speculation, and outright scams? Lance Roberts and Jonathan Penn discuss how to evaluate financial advice online, the warning signs investors should watch for, and why popularity, followers, and flashy lifestyles aren't substitutes for expertise. Social media can help people become better investors—but only if they know whom to trust. 0:00 INTRO 1:02 - Don't Read Too Much Into Indexes 3:14 - Cap-X Spending: Space-X...
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Why Your Portfolio Doesn’t Match the Market | Before the Bell
The Real Investment Show Podcast
Why does your portfolio sometimes look nothing like the S&P 500? The answer often comes down to allocation. Semiconductor and mega-cap stocks can drive headline market returns, while value-oriented sectors may deliver lower returns with greater stability. We look at momentum, semiconductors, mega-caps, and value stocks to explain why portfolio performance can diverge sharply from the broader market. Understanding what you own, and how those holdings behave across market cycles, can matter more than simply comparing your returns with an index. Hosted by RIA Chief Investment Strategist,...
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8-17-26 Record Highs: Should You Chase the Rally?
The Real Investment Show Podcast
Stocks are back near record highs, the trend remains bullish, and market breadth is strong. But after a powerful run, the S&P 500 is stretched well above its major moving averages, while investor sentiment and money flows have reached extreme levels. Lance Roberts reviews Yen Intervention Narrative amd examines what is driving the rally, why retail investors are piling back into previously beaten-down trades, and whether strong earnings, buybacks, and broad participation can keep markets moving higher. Rebalancing, taking profits in oversized positions, and maintaining discipline may be...
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8-17-26 Is the Market’s Risk-Reward Getting Worse? | Before the Bell
The Real Investment Show Podcast
Markets have posted three straight weeks of gains, but the risk-reward equation is becoming less attractive. With the S&P 500 extended above its 50- and 200-day moving averages, potential upside may be limited compared with the downside of a normal market correction. Meanwhile, volatility remains unusually compressed, puts are relatively inexpensive, and seasonal risks are approaching. Lance Roberts explains why this combination warrants attention, why portfolios were recently rebalanced, and why inexpensive hedges may make sense as insurance against a volatility spike. Hosted by RIA Chief...
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8-14-26 The Retirement Magic Number Trap
The Real Investment Show Podcast
How much money do you really need to retire? Headlines touting a retirement “magic number” may do more harm than good, especially when an intimidating savings target becomes an excuse to give up. Richard Rosso & Jonathan McCarty explain why successful retirement planning isn't about reaching one arbitrary number. It's about building sustainable income around your actual spending, lifestyle, Social Security benefits, savings, and other resources. We also examine why many older workers now view Social Security as their retirement plan, whether Social Security alone can provide...
info_outlineMarkets continue to hold up well, but momentum is beginning to slow as overbought conditions persist. While earnings expectations and money flows remain supportive, the near-term upside appears limited without a period of consolidation or a pullback.
In today’s pre-market update, we discuss why patience is critical here. With key economic data ahead and uncertainty around potential Fed leadership changes, markets may need time to reset before the next leg higher. Chasing this rally at current levels could expose investors to unnecessary short-term volatility.
Technically, the setup is improving beneath the surface. The 20-DMA is rising and working back above longer-term moving averages, which can provide near-term support if markets hold current levels. However, a more attractive entry point likely comes with a pullback toward the 50- and 100-DMA support cluster.
Despite geopolitical concerns, including tensions in the Strait of Hormuz, markets are focusing on forward earnings and longer-term expectations. The trend remains intact, but discipline is key as momentum slows and the market works through this phase.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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