5-6-26 Q&A Wednesday - What's Your Biggest Concern?
The Real Investment Show Podcast
Release Date: 05/06/2026
6-12-26 Choosing a Financial Advisor - Best of Financial Fitness Fridays
The Real Investment Show Podcast
What should you really expect from a financial advisor? Is your advisor acting as a fiduciary, managing risk, helping with taxes, retirement income, estate planning, and behavioral coaching, or just selling products and chasing performance? Richard Rosso & Jonathan McCarty break down the real role of a financial advisor, what services matter most, how advisors are compensated, and the warning signs investors often miss. We also discuss fiduciary standards, portfolio management, communication expectations, financial planning, and why transparency matters more than promises.. Here's a...
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6-11-26 Why the Dollar Still Rules - Brent Johnson Interview
The Real Investment Show Podcast
Is the U.S. Dollar really collapsing, or is the world still trapped in a dollar-based system with no true alternative? Today’s discussion breaks down the myths behind de-dollarization, why BRICS nations still face trust problems, and how the global monetary system depends on U.S. dollar liquidity, debt markets, and swap lines. We examine the relationship between gold, oil, fiat currencies, and central bank reserves, along with why the dollar continues to dominate global trade despite endless bearish headlines. We also discuss why fiat currencies are intentionally designed to lose value over...
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6-10-26 Wives Take Over: Money, Marriage, and Real Talk - ENCORE
The Real Investment Show Podcast
What happens when the wives take over the show? The tables are turned as Michelle Ratliff & Christina Roberts step in to answer the questions investors never hear. From what Lance and Danny would really be doing outside of wealth management, to what happens if they suddenly win the lottery, we blend humor with surprisingly real financial insight. We also dig into the realities of managing money at home: Where couples disagree about finances Where financial values actually align How to teach kids a healthy relationship with money Plus, a hilarious (and relatable) breakdown of “Girl...
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6-9-26 The Dirty Dozen of Estate Planning - The Russ Newton Interview
The Real Investment Show Podcast
The Dirty Dozen of Estate Planning: Are you making costly estate planning mistakes without realizing it? Jon Penn and Estate Attorney Russ Newton break down the most common errors people make when creating wills, trusts, powers of attorney, beneficiary designations, and charitable gifting strategies. From dying intestate and failing to update documents, to misunderstanding Texas estate laws, TOD and Lady Bird deeds, testamentary trusts, and living trusts, this discussion covers the practical steps families can take to protect assets and avoid unnecessary legal problems. We also explore...
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6-8-26 Lending Cycles & Real Estate Risk - David Zugheri Interview
The Real Investment Show Podcast
What really drives lending cycles, and why do they always seem to end the same way? Lance Roberts and RealFin Capital founder, David Zugheri, break down how credit is created, why risk builds beneath the surface, and what happens when underwriting standards begin to loosen. From the origins of the RTC to today’s lending environment, we explore the structural forces that shape booms, busts, and the transfer of wealth across the economy. We also dig into the evolution of housing, the growing risks in multi-family real estate, and the unintended consequences of regulation on credit...
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6-5-26 Aging Alone: The Financial, Legal, and Caregiving Plan
The Real Investment Show Podcast
More Americans are entering retirement without a spouse, children nearby, or a built-in support system. Aging alone presents unique financial, legal, healthcare, housing, and caregiving challenges that require proactive planning long before a crisis occurs. Richard Rosso & Devoda Owens discuss the essential steps solo agers should take to maintain independence, protect their finances, prepare for healthcare needs, and create a reliable support network. Whether you are approaching retirement, already retired, or helping a loved one navigate the aging process alone, this discussion...
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6-4-26 Single Sector Driving Markets | Before the Bell
The Real Investment Show Podcast
One Sector Is Driving Everything The S&P 500 continues to make new highs, but the story beneath the surface is far different. Technology and semiconductors have become the dominant force behind market performance, creating a widening gap between the S&P 500 and nearly every other major sector and factor. In today's pre-market update, we compare the S&P 500 to Momentum, Value, Quality, Energy, Healthcare, Utilities, Materials, and Technology. The results reveal just how concentrated market leadership has become and why many diversified portfolios may appear to be lagging despite...
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6-3-26 Q&A Wednesday: Market Momentum Slows
The Real Investment Show Podcast
It's Q&A Wednesday, where we tackle your investing, retirement, market, and economic questions live. Today's topics include whether defense and drone companies remain attractive investments, if weak cryptocurrency performance is a warning sign for broader markets, how Kevin Warsh could impact interest rates and financial markets, and what size correction would warrant deploying additional cash. We also discuss investor psychology, risk versus reward for re-entering markets, whether investors need to put money to work immediately, building income-generating portfolios with municipal bonds,...
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6-3-26 Markets Need a Breather | Before the Bell
The Real Investment Show Podcast
Stocks are now approaching 10 consecutive weeks of gains since the April lows, but the pace of the rally is beginning to slow. While momentum remains positive and markets continue to grind higher, signs of buyer exhaustion are becoming more apparent. In today's Before the Bell, we examine weakening daily advances, narrowing trading ranges, softer volume trends, and the growing gap between prices and key moving averages. We'll discuss why a short-term pullback may be healthy, why the 20-DMA remains important support, and why the 50-DMA could become the next logical downside target if markets...
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6-2-26 Needs vs. Wants - What Investors Get Wrong
The Real Investment Show Podcast
Investors continue to focus on familiar concerns such as the U.S. dollar, bond yields, oil prices, and geopolitical tensions. But are the biggest risks and opportunities actually hiding in plain sight? Lance Roberts & Jon Penn discuss several important questions facing investors, like what market risks and opportunities may be receiving too little attention right now, and why predicting portfolio returns over the next 12 months is an impossible task, and what investors should focus on instead. Here's a topical rundown of today's show: 0:00 - INTRO 1:05 - Software & Maga Cap Tech Carry...
info_outlineIt’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 - 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 "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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