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5-6-26 Q&A Wednesday - What's Your Biggest Concern?

Release Date: 05/06/2026

5-6-26 Q&A Wednesday - What's Your Biggest Concern?

The Real Investment Show Podcast

It’s Q&A Wednesday, and Lance Roberts & Danny Ratliff are taking your questions live from the YouTube chatroom. From markets at all-time highs and rising pullback risk, to Fed policy, rates, and portfolio positioning, we’re breaking down what matters most right now. With stocks extended, volume thinning out, and momentum showing signs of fatigue, is this a healthy pause or the start of a correction? What should investors and traders be doing right here? Key topics include: 0:00 - INTRO 0:57 - Markets Rally, Oil Plunges 4:05 - AI Trade is Back - but watch for reversal 7:52 -...

5-6-26 AI Rally Nears Exhaustion | Before the Bell

The Real Investment Show Podcast

Markets continue pushing to new all-time highs as AI stocks lead the rally higher, but momentum and money flow signals are beginning to weaken beneath the surface. While the bullish trend remains intact, overbought conditions are building and a near-term pullback or consolidation would not be surprising. Lance Roberts reviews why slowing money flows matter, what history says about momentum-driven rallies, and why patience, profit-taking, and risk management still matter even in strong markets. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive...

5-5-26 Investing vs Trading - Finding the Balance

The Real Investment Show Podcast

Investing and trading are often treated as opposing strategies, but the real advantage comes from knowing how to use both effectively. Long-term investing builds wealth through discipline and compounding, while trading can create short-term opportunities to enhance returns or manage risk. Lance Roberts & Jon Penn break down the key differences between investing and trading, when each approach makes sense, and how to structure a portfolio that incorporates both without letting emotion or overactivity take control. We discuss time horizons, risk management, position sizing, and how to avoid...

5-5-26 Cooling-Off Correction Ahead? | Before the Bell

The Real Investment Show Podcast

Markets remain extended, and while a major decline is unlikely, a short-term correction would be normal. With volume thinning at current levels and momentum nearing a sell signal, the risk is for a pullback into the 6,800–6,900 range, where stronger support and prior trading activity exist. We are using this environment to take profits, rebalance portfolios, and add some defensive exposure. The objective is to manage risk now and maintain flexibility, so we have capital ready to deploy when a better opportunity presents itself. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO...

5-4-26 Summer Sell-Off Risk Rising

The Real Investment Show Podcast

Markets have pushed higher, but underlying risks are beginning to build as we head into the summer months. From stretched valuations and overbought technical conditions to seasonal weakness and shifting liquidity, investors may be facing a more challenging environment than recent gains suggest. Lance Roberts breaks down the key signals pointing to a potential summer sell-off, including market breadth, momentum, and the impact of earnings season winding down. We also discuss how buybacks, economic data, and Federal Reserve policy could influence the next move in stocks, and whether any pullback...

5-4-26 Markets Near Peak - Pullback Risk Rising | Before the Bell

The Real Investment Show Podcast

Markets closed at new all-time highs, but conditions are increasingly stretched. Momentum is extended, and a short-term sell signal is approaching. That does not signal a crash, but it does suggest the rally is due for a pause or pullback. Support levels sit near 6,980 at the 20-day moving average, with a stronger cluster closer to 6,880. A move back toward those levels would be a healthy reset and create better buying opportunities. Now is the time to manage risk—trim positions, rebalance, and raise some cash rather than chasing the rally. Investors often stay fully invested too long, then...

5-1-26 Gray Divorce: Social Security Secrets

The Real Investment Show Podcast

Gray divorce is on the rise, and many investors are missing a key opportunity: Social Security benefits tied to an ex-spouse. Richard rosso & Jonathan McCarty explain how divorced spousal benefits work, including eligibility rules, timing decisions, and how much you may be able to claim. If you were married at least 10 years, you could receive up to 50 percent of your ex-spouse’s benefit, or even more through survivor benefits, without impacting their payout. Key topics include: 0:00 - INTRO 0:19 - Financial Repercussions of Gray Divorce 1:47 - Economic Numbers Review 2:16 - Data Center...

4-30-26 Fed Holds Rates as Powell Stays On

The Real Investment Show Podcast

The Federal Reserve held interest rates steady at 3.5%–3.75%, but the bigger story may be what comes next. Powell announced he plans to remain on the Federal Reserve Board as a governor after his term ends—an unusual move that limits a potential board vacancy and keeps his influence in play. Lance Roberts & Michael Lebowitz examine what this means for monetary policy, market expectations, and the timing of future rate cuts. Key topics include: 0:00 - INTRO 1:02 - Closing Out April, Moving Into May: earnings season winding down 3:52 - Eli Lilly & GLP-1 4:21 - No Change in Fed...

4-30-26 Market Stalls as Risks Build | Before the Bell

The Real Investment Show Podcast

Markets continue to consolidate, working off overbought conditions by moving sideways rather than correcting sharply. With momentum beginning to fade and a potential sell signal approaching, the near-term outlook suggests limited upside as equities search for direction. Earnings season is nearing its conclusion, which could temporarily shift focus away from corporate results and back toward economic data and broader macro trends. While record stock buybacks are expected to provide some support in the short term, seasonal weakness into May and June would not be unusual as the quarter...

4-29-26 Q&A Wednesday: Markets & Your Money

The Real Investment Show Podcast

Markets continue to push higher, but the underlying story is getting more nuanced. Leadership is narrowing, valuations are stretched, and investors are weighing strong momentum against rising risks—from interest rate uncertainty to geopolitical developments and shifting economic data. Lance Roberts and Danny Ratliff open the chatroom to tackle your most pressing financial questions in real time. From portfolio strategy and market outlook to retirement planning, taxes, and risk management, we’ll break down what matters most in today’s environment and how to think through what comes next....

More Episodes

With stocks extended, volume thinning out, and momentum showing signs of fatigue, is this a healthy pause or the start of a correction? What should investors and traders be doing right here?

Key topics include:

0:00 - INTRO
0:57 - Markets Rally, Oil Plunges
4:05 - AI Trade is Back - but watch for reversal
7:52 - Vanguard Bond Builders - Bonds vs ETF's
12:32 - Best Store of Cash for a Portfolio?
14:39 - Couples with Pensions
17:06 - How did you react to downturn in the market?
19:59 - Lump Sum vs Pension Payout?
21:15 - The Thing About High-Yield Bonds
23:15 - What About the "Bucket Strategy" for Managine Risk?
24:31 - What Happens if Pensions Go Broke?
26:12 - Technical - Is the MACD Ever Wrong (and what is it?)
28:14 - Technical - What is the difference between Absolute & Relative scores?
32:28 - Where Are Rotations Going Next?
33:33 - Why Aren't Nvidia & Palantir Part of This Advance?
35:32 - Are Gold Stocks a Decent Buy?
38:16 - Use of Inverse ETF's as Hedges
39:03 - Portfolio Over- & Under-weighting
39:58 - How to Work with RIA?
40:44 - What if U.S. Dissolves?
42:35 - Don't Worry; Be Happy
43:07 - Managing Stocks w Different Advisors
45:35 - What's Your Story?
46:20 - The Thing About Apple & Microsoft
50:48 - BOE Interest Rates & Impact on Gold

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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Watch Today's Full Video on our YouTube Channel:
https://youtube.com/live/TFn61TpR-Fc
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Watch today's "Before the Bell" feature, "AI Rally Nears Exhaustion," here:
https://youtu.be/cievTNHiw6Y
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Watch our previous show, "Investing vs Trading - Finding the Balance,"
https://youtube.com/live/LGDW2OXJ6oo
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#StockMarket #Investing #AIStocks #MarketOutlook #RiskManagement

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