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...
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6-2-26 Software Squeeze Meets Reality | Before the Bell
The Real Investment Show Podcast
Just a few months ago, software stocks were being written off as AI winners emerged elsewhere. Now, software is leading the market higher as investors scramble back into the sector and mechanical buying fuels a powerful rally. In today's Before the Bell, we examine the recent surge in software and semiconductor stocks, the role of gamma squeezes and momentum-driven buying, and why investors should be cautious about chasing popular narratives. We also review long-term charts that provide critical perspective on market trends, moving averages, and the inevitable process of mean reversion. Key...
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6-1-26 Risk Management for Retirees: When to Reduce Exposure
The Real Investment Show Podcast
One of the biggest challenges retirees face is balancing the need for portfolio growth with the need to protect hard-earned savings. With markets near record highs, valuations elevated, and investor sentiment increasingly optimistic, when should retirees consider reducing portfolio risk? Lance Roberts discusses the principles of risk management for retirees and why successful investing is often more about protecting capital than maximizing returns. Here's a topical rundown of today's show: 0:00 - INTRO 0:50 - End of Quarter - Looking forward to June & July 3:24 - Hurricane Season Fun 4:51...
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6-1-26 Portfolio Insurance Before the Pullback? | Before the Bell
The Real Investment Show Podcast
After nine straight weeks of gains, investor optimism is running high, money flows remain elevated, and portfolio protection has become an afterthought. But history suggests that periods of extreme complacency often precede at least a short-term market reset. In this morning's market update, we review the surge in money flows since April, the growing divergence from long-term moving averages, and why markets may be increasingly vulnerable to a pullback. While the bullish trend remains intact, momentum and relative strength indicators are stretched, raising the risk of a reversion toward more...
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5-29-26 Investor Anxiety, Roth Strategies, and Retirement Reality
The Real Investment Show Podcast
Investors continue wrestling with uncertainty, frustration, and the fear of making the wrong move in today’s market environment. Jon Penn & Sarah Buenger discuss why waiting for the “perfect” entry point often keeps investors sidelined, how hindsight bias and regret aversion impact decision-making, and why investing does not have to be an all-or-nothing approach Here's a topical rundown of today's show: 0:00 - INTRO 0:20 - We Don't Sleep so You Can 4:11 - World of Roth Preview & Market Summary 10:15 - How to Get Money Into Roth 13:39 -The Back Door Roth 17:21 - IRS...
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5-28-27 Is the Semiconductor Trade Going Too Far?
The Real Investment Show Podcast
Semiconductor stocks continue to dominate market leadership as AI spending, data center demand, and investor enthusiasm push valuations higher. But is the semiconductor trade becoming dangerously overcrowded? Lance Roberts & Michael Lebowitz examine whether the current AI-driven semiconductor boom is sustainable or if markets are entering another phase of excessive speculation. We discuss narrow market breadth, concentration risk inside major indexes, memory chip pricing, Korea’s growing importance in the global semiconductor supply chain, and whether investor optimism is outrunning...
info_outlineInflation pressures may be heating up again, and markets are beginning to notice. Rising prices can have major consequences for stocks, bonds, interest rates, and Federal Reserve policy.
Lance Roberts & Michael Lebowitz discuss why persistent inflation is dangerous for both investors and the economy, how rising yields pressure bond prices, and why higher rates can challenge stock valuations — especially in high-growth and technology sectors. We also examine whether the recent market rally is underestimating the risk of another inflation wave.
Here's a topical rundown of today's show:
0:00 - INTRO
1:04 - Gamma Squeeze & Markets' 7-week Run
5:16 - Market Sectors vs Market Factors
13:34 - Rotations from Semi's to SAAS's?
15:57 - Market Rotations Back to Value?
17:50 - Charting Relative Scores of Market Factors
19:42 - Why Dispersion Matters
20:54 - CPI & Inflation Data - What Does it Tell Us?
23:41 - Gasoline Prices & CPI Calculations
26:58 - Chart Crimes and "Lower" Inflation
29:28 - CPI Today vs 1970's (more chart crime)
31:06 - What Kevin Warsh is Walking Into
33:35 - The Fed's Trap and Consumption Destruction
38:02 - Earnings Revisions Coming from Narrowed Breadth
38:53 - Commentary - Government Spending Impact on Inflation
45:35 - Debt to GDP Ratio - Explain Japan
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Portfolio Manager, Michael Lebowitz, CFA
Produced by Brent Clanton, Executive Producer
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Articles Mentioned in Today's Show:
"Government Debt: Not What The Doom Crowd Thinks It Is:"
https://realinvestmentadvice.com/resources/blog/government-debt-not-what-the-doom-crowd-thinks-it-is/
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Watch today's "Before the Bell" feature, "Momentum Mania Meets Market Rotation," here:
https://youtu.be/bNIRIssbDP8
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Watch our previous show, "Q & A Wednesday: Real Answers. No Spin."
https://youtube.com/live/vMLyZ9wZbH8
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* REGISTER for our next Candid Coffee, THIS Saturday, May 16: "Financial Organization Made Simple:"
https://streamyard.com/watch/SA6aj2aMdMhf
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