Libsyn Directory

6-2-26 Needs vs. Wants - What Investors Get Wrong

Release Date: 06/02/2026

7-16-26 Headwinds, Tailwinds, and Market Risk

The Real Investment Show Podcast

Markets rarely move in a straight line. Just like the weather, investing requires understanding both the headwinds that can slow markets down and the tailwinds that can keep the rally moving forward. Lance Roberts & Michael Lebowitz examine the key forces shaping today's investment landscape, including stretched valuations, investor sentiment, earnings expectations, interest rates, liquidity, and the continued influence of artificial intelligence. While several risks deserve close attention, there are also powerful catalysts that could continue supporting stocks in the months ahead. The...

7-16-26 Semiconductor Warning as Markets Climb | Before the Bell

The Real Investment Show Podcast

Markets continue to grind higher after breaking out of a multi-week consolidation pattern, with resistance near previous highs still in focus. Technical trends remain constructive as buy signals stay intact and moving averages continue rising, but momentum is becoming increasingly stretched as markets approach overbought territory. The bigger story is happening beneath the surface. Leadership rotated sharply on Wednesday as investors moved back into Mega Cap technology names like Nvidia, Microsoft, and Amazon while semiconductor stocks suffered broad selling pressure despite ASML's earnings....

7-15-26 Q&A Wednesday - CPI, Earnings, and Market Risks

The Real Investment Show Podcast

What if the biggest advantage in today's markets isn't making more trades or winning every debate—but knowing when to step back? Lance Roberts & Jon Penn examine two powerful ideas: why constantly trying to be "right" can actually hurt investment returns, and how today's financial markets increasingly resemble gambling platforms fueled by constant speculation, options trading, prediction markets, sports betting, and cryptocurrencies. 0:00 INTRO 0:51 - Banks' Earnings Soar on Trading Revenue 3:52 - Markets Continue Gravitating Along Rising 20-DMA 9:00 - Where Was Danny? 11:27 - What...

7-15-26 Is Market Leadership Changing? | Before the Bell

The Real Investment Show Podcast

Markets continue to ride the rising 20-day moving average as a tightening price wedge keeps the bullish trend intact. A breakout above resistance could fuel another leg higher, but investors should also be watching the calendar as August and September have historically brought weaker seasonal performance and lighter trading volumes. Lance Roberts discusses why sector rotation may become the next big market story. Financials and Healthcare have lagged while Technology and Semiconductor stocks have led the rally. If leadership begins to shift, it could signal a more defensive, risk-off...

7-14-26 Winning Less, Investing Better

The Real Investment Show Podcast

What if the biggest advantage in today's markets isn't making more trades or winning every debate—but knowing when to step back? Lance Roberts & Jon Penn examine two powerful ideas: why constantly trying to be "right" can actually hurt investment returns, and how today's financial markets increasingly resemble gambling platforms fueled by constant speculation, options trading, prediction markets, sports betting, and cryptocurrencies. 0:00 INTRO 0:54 - Mixed Market & Heightened VIX on Semi-conductors 4:41 - Markets Trying to Breakout of Wedge 9:18 - Candid Coffee Tease 10:01 - The...

7-14-26 Oil, Chips, and a Market at Support | Before the Bell

The Real Investment Show Podcast

Markets remain on a technical buy signal, but today's session could determine whether stocks finally break out of their tightening compression pattern or remain trapped inside the wedge. Rising moving averages continue to provide support, yet higher oil prices are pushing interest rates higher, adding another layer of risk for investors. We also examine the semiconductor sector, where momentum is fading as volatility increases. We'll discuss the key support levels, upside targets, stop-loss zones, and what a breakdown could mean for technology stocks and the broader market. If you're heavily...

7-13-26 Why Spotting Bubbles Is So Hard

The Real Investment Show Podcast

Every investor wants to identify the next market bubble before it bursts, but history shows that's far easier said than done. Whether it's technology stocks, housing, cryptocurrencies, or today's Artificial Intelligence leaders, distinguishing a true speculative bubble from a powerful long-term investment trend is one of the greatest challenges in investing. Lance Roberts explains why bubbles are so difficult to recognize in real time, the behavioral biases that cloud investor judgment, and how to manage portfolio risk without relying on perfect market timing. 0:00 INTRO 0:51 -...

7-13-26 Momentum Meets Complacency | Before the Bell

The Real Investment Show Podcast

Markets finally broke above weeks of price compression, triggering a bullish momentum breakout after rising support and declining resistance converged. While the technical picture remains constructive, investor complacency is increasing as markets approach overbought territory. Lance Roberts examines why this breakout may have more limited upside than many investors expect, why cheap put options deserve attention, how oversold oil prices could reverse higher into the mid-$80s, and why the continued rotation from Value to Growth—led by semiconductors—is expanding across the broader market....

7-10-26 The Boomerang Generation - When Adult Kids Move Back Home

The Real Investment Show Podcast

More families are experiencing the Boomerang Generation phenomenon, with adult children moving back home because of housing costs, student debt, career changes, or other life events. Before saying "yes," parents should understand the financial, legal, and retirement planning implications. Richard Rosso & Jonathan McCarty discuss how you can protect your retirement while helping your adult children, including household expenses, setting boundaries, estate planning considerations, and knowing when financial support helps—or hurts. Whether your adult children are moving back temporarily or...

7-9-26 Yield Curve Warnings: Signal or False Alarm?

The Real Investment Show Podcast

Flattening yield curves, violent sector rotations, and shifting market leadership often trigger recession headlines—but do they really predict when markets will peak? Lance Roberts & Michael Lebowitz look at why investors frequently confuse condition indicators with timing indicators. While yield curve flattening and rapid rotations between growth and value stocks can reveal that the market environment is changing, they don't tell you exactly when a recession or bear market will begin. 0:00 INTRO 1:02 - Markets' Response to Hormuz Limbo 5:54 - Consolidation Patterns Remain Unchanged...

More Episodes

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 the market
5:08 - Previous Predictions Come to Pass
11:24 - Making Bad Financial Decisions - The Mini Retirement Trend
17:24 - Frugal Living Habits
22:36 - Business-building & Solo-preneurs
24:24 - Time is Your Greatest Asset
27:12 - Faulty Analyses vs the way it was
29:30 - Wants vs Needs - How Peer Pressure Drives Bad Financial Decisions
30:26 - Youth Sports Expenses & Private Equity
32:00 - The Financial Folly of 'Keeping Up w/the Jones'
35:40 - Scholarship Realities
39:18 - What's It All For?
43:07 - Putting Skin in the Game
45:07 - Kids, Credit Cards & Financial Responsibilities

Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
-------
Do you enjoy our content?
Rate us on Google: https://bit.ly/4b9JtEo
-------
Watch Today's Full Video on our YouTube Channel:
https://youtu.be/MSj51cpXXg8
-------
Articles Mentioned in Today's Show:
"15 Investing Rules To Win The Long-Game"
https://realinvestmentadvice.com/resources/blog/15-investing-rules-to-win-the-long-game/
"Risk Management For Retirees: When To Reduce Exposure:"
https://realinvestmentadvice.com/resources/blog/risk-management-for-retirees-when-to-reduce-exposure/
-------
Watch today's "Before the Bell" feature, "Software Squeeze Meets Reality," here:
https://youtu.be/N5vR32ESAeY
-------
Watch our previous show, "Risk Management for Retirees: When to Reduce Exposure,"
https://youtube.com/live/2d6jS369BWM
-------
Get more info & commentary:
https://realinvestmentadvice.com/insights/real-investment-daily/
-------
* REGISTER for our next Dynamic Learning Series presentation, "A SimpleVisor Tutorial," Thursday, June 4, 2025 at Noon:
https://streamyard.com/watch/MwairsimgmnS
---
Visit our Site: https://www.realinvestmentadvice.com
Contact Us: 1-855-RIA-PLAN
---
Subscribe to SimpleVisor :
https://www.simplevisor.com/register-new
---
Connect with us on social:
https://twitter.com/RealInvAdvice
https://twitter.com/LanceRoberts
https://www.facebook.com/RealInvestmentAdvice/
https://www.linkedin.com/in/realinvestmentadvice/

#Investing #StockMarket #FinancialPlanning #MarketValuations #WealthManagement #SoftwareStocks #Semiconductors #StockMarket #Investing #MarketAnalysis

TOPICS