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...
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8-13-26 Does the Inflation Report Give the Fed More Time?
The Real Investment Show Podcast
The latest inflation report came in largely as expected, giving the Federal Reserve something increasingly valuable: more time. Inflation was neither soft enough to eliminate concerns about price pressures nor hot enough to force the Fed's hand. That leaves investors asking what comes next for interest rates, the economy, and markets. Lance Roberts examines what the latest inflation data means for Fed policy, whether officials can remain patient, and what investors should watch as the debate over inflation and interest rates continues. 0:00 INTRO 0:50 - CPI & Bond Auction Action 4:00 -...
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8-13-26 Retail Investors Are Chasing Again | Before the Bell
The Real Investment Show Podcast
Markets remain near record highs, but after a powerful run since April, the S&P 500 is trading more than two standard deviations above trend and has stalled in a tight range. At the same time, retail investors are aggressively buying dips and returning to many of the stocks and sectors that previously burned them. That enthusiasm can keep markets elevated, but stretched conditions warrant caution. As midterm elections approach, investors should avoid chasing the rally, rebalance where necessary, and focus on managing portfolio risk. Hosted by RIA Chief Investment Strategist, Lance...
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8-12-26 Q&A Wednesday - Is Inflation Back in Control?
The Real Investment Show Podcast
Fresh inflation data later this morning puts the Federal Reserve and the economy back in focus: Can inflation continue to cool despite higher energy prices? Is the weakening labor market increasing pressure on the Fed to cut rates? And with markets near record highs, should investors remain bullish, rebalance portfolios, or prepare for more volatility? Lance Roberts and Danny Ratliff answer your live questions on inflation, interest rates, the economy, markets, portfolio risk, and what investors should be watching next. 0:00 INTRO 1:01 - Inflation Day - CPI Preview 3:45 -...
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8-12-26 Why Bearish Headlines Keep Losing | Before the Bell
The Real Investment Show Podcast
Markets are consolidating after their recent surge, but the underlying trend remains bullish. Momentum is on a buy signal, moving averages are rising, earnings remain strong, credit spreads are tight, and liquidity continues to support stocks. From tariffs and geopolitical conflicts to recession fears, bearish narratives have repeatedly challenged investors over the past five years. Yet staying out of the market because of scary headlines has been costly. Lance Roberts explains why earnings, liquidity, credit conditions, and market trends matter more than predictions, and why investors should...
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8-11-26 What Really Drives Markets?
The Real Investment Show Podcast
What really drives bull and bear markets? Lance Roberts & Jon Penn examine why corporate earnings remain one of the most important forces behind market performance. Rising profits can support bull markets, while significant earnings declines have historically accompanied the most severe bear markets. We also examine calls for “sound money” and a return to the gold standard. While concerns over debt, deficits, inflation, and dollar debasement are legitimate, a gold-backed dollar could have significant consequences for credit, economic growth, and investors. The key is separating...
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8-11-26 Market Highs Come With a Warning | Before the Bell
The Real Investment Show Podcast
Markets have broken out to new all-time highs after two months of consolidation, a bullish development that could support higher prices over the next six to twelve months. But the rapid advance has also pushed markets back toward overbought conditions. Volatility is deeply suppressed, investor fear is scarce, and money flow and market breadth have surged toward levels where they have historically peaked. That does not mean a market crash is coming, but it does argue for greater attention to portfolio risk. We explain why the longer-term outlook remains bullish, what could trigger a correction,...
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8-10-26 Internet Scams You Need to Know - The Ari Schwartz Interview
The Real Investment Show Podcast
Internet scams are evolving faster than ever, with artificial intelligence making phishing emails, fake phone calls, and fraudulent videos more convincing than traditional scams. Jon Penn and Venable Cybersecurity Services Managing Director, Avi Schwartz explain the most common online scams targeting consumers, investors, retirees, and businesses, along with practical steps you can take to protect yourself and your finances. We discuss AI-enhanced phishing attacks, deepfake voice and video scams, business email compromise, texting scams (smishing), elder fraud, and payment fraud involving gift...
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8-7-26 Aging in Place - What to Consider
The Real Investment Show Podcast
8-7-26 Aging in Place - What to Consider More Americans want to age in place, but is staying in your home the best financial and lifestyle decision? Richard Rosso & Jonathan McCarty explore the real costs, benefits, and planning strategies behind one of retirement's biggest decisions. We discuss how neighborhoods, community connections, and changing retirement goals influence aging in place, while comparing the costs of home modifications with assisted living. We also examine emerging technologies—including AI companions, telehealth, smart-home monitoring, and wearable...
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8-6-26 Hidden AI Debt: Is the Risk Overblown?
The Real Investment Show Podcast
Has Wall Street been looking at hyperscaler debt all wrong? Lance Roberts & Michael Lebowitz examine claims that the "hidden debt" of AI hyperscalers has surged to $1.65 trillion through off-balance-sheet obligations, including long-term leases and infrastructure commitments. But does that mean the AI investment thesis is breaking down? We'll separate the headlines from the fundamentals by comparing the financial strength of Microsoft, Amazon, Alphabet, Meta, and Oracle. While hidden obligations deserve attention, not all debt carries the same risk, and not every hyperscaler should...
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 our previous show, "Q & A Wednesday: Real Answers. No Spin."
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