Libsyn Directory

6-19-26 Black Swans, SpaceX, & Retirement Reality

Release Date: 06/19/2026

8-20-26 Is Treasury Bailing Out the Bond Market?

The Real Investment Show Podcast

Is the Treasury stepping in to rescue the bond market, or is that the wrong way to interpret its purchases of long-term Treasuries? Lance Roberts and Michael Lebowitz examine why Treasury purchases are not necessarily the same as Federal Reserve quantitative easing, how issuing Treasury debt to fund an asset swap differs from creating new money, and what this could mean for bond yields, inflation, and investors. We’ll also look at the changing relationship between Treasury bonds and gold. 0:00 INTRO 0:50 - Treasury Action & FOMC Meeting Minutes 4:19 - Market Rally on Debt Buy Back...

8-20-26 Treasury Buybacks Spark a Market Bounce | Before the Bell

The Real Investment Show Podcast

Treasury debt buybacks helped push bond yields lower and stocks higher, but the market’s technical setup still warrants caution. The 10-Year Treasury yield remains on a sell signal, while the S&P 500 is nearing a momentum sell signal with downside risk toward its 50-day moving average. Meanwhile, volatility remains extremely compressed, investor complacency is elevated, and cheap portfolio hedges could become increasingly valuable. With thin August trading and mid-term election uncertainty ahead, investors should manage exposure and prepare for a potential pickup in volatility before the...

8-19-26 Q&A Wednesday: Are Rising Rates a Market Warning?

The Real Investment Show Podcast

More investors are turning to TikTok, YouTube, and other social-media platforms for financial advice. But how do you separate useful financial education from bad advice, speculation, and outright scams? Lance Roberts and Jonathan Penn discuss how to evaluate financial advice online, the warning signs investors should watch for, and why popularity, followers, and flashy lifestyles aren't substitutes for expertise. Social media can help people become better investors—but only if they know whom to trust. 0:00 INTRO 0:57 - FOMC Meeting Minutes Preview & Weaker Economic Data 3:26 - Will...

8-19-26 September Rally Test Ahead Before the Bell

The Real Investment Show Podcast

Markets are consolidating after Tuesday’s technology-led selloff, but the risk/reward setup is becoming less attractive. With the S&P 500 roughly 10% above key moving averages, upside targets near 8,000 offer considerably less potential than the downside risk of a pullback toward the 50-DMA. Momentum is nearing a sell signal as rising interest rates, higher oil prices, inflation pressures, Jackson Hole, the next Fed meeting, and midterm-cycle volatility converge. A pullback could ultimately create opportunity, but for now, taking profits, managing portfolio risk, and avoiding aggressive...

8-18-26 Can You Trust Financial Advice on Social Media?

The Real Investment Show Podcast

More investors are turning to TikTok, YouTube, and other social-media platforms for financial advice. But how do you separate useful financial education from bad advice, speculation, and outright scams? Lance Roberts and Jonathan Penn discuss how to evaluate financial advice online, the warning signs investors should watch for, and why popularity, followers, and flashy lifestyles aren't substitutes for expertise. Social media can help people become better investors—but only if they know whom to trust. 0:00 INTRO 1:02 - Don't Read Too Much Into Indexes 3:14 - Cap-X Spending: Space-X...

Why Your Portfolio Doesn’t Match the Market | Before the Bell

The Real Investment Show Podcast

Why does your portfolio sometimes look nothing like the S&P 500? The answer often comes down to allocation. Semiconductor and mega-cap stocks can drive headline market returns, while value-oriented sectors may deliver lower returns with greater stability. We look at momentum, semiconductors, mega-caps, and value stocks to explain why portfolio performance can diverge sharply from the broader market. Understanding what you own, and how those holdings behave across market cycles, can matter more than simply comparing your returns with an index. Hosted by RIA Chief Investment Strategist,...

8-17-26 Record Highs: Should You Chase the Rally?

The Real Investment Show Podcast

Stocks are back near record highs, the trend remains bullish, and market breadth is strong. But after a powerful run, the S&P 500 is stretched well above its major moving averages, while investor sentiment and money flows have reached extreme levels. Lance Roberts reviews Yen Intervention Narrative amd examines what is driving the rally, why retail investors are piling back into previously beaten-down trades, and whether strong earnings, buybacks, and broad participation can keep markets moving higher. Rebalancing, taking profits in oversized positions, and maintaining discipline may be...

8-17-26 Is the Market’s Risk-Reward Getting Worse? | Before the Bell

The Real Investment Show Podcast

Markets have posted three straight weeks of gains, but the risk-reward equation is becoming less attractive. With the S&P 500 extended above its 50- and 200-day moving averages, potential upside may be limited compared with the downside of a normal market correction. Meanwhile, volatility remains unusually compressed, puts are relatively inexpensive, and seasonal risks are approaching. Lance Roberts explains why this combination warrants attention, why portfolios were recently rebalanced, and why inexpensive hedges may make sense as insurance against a volatility spike. Hosted by RIA Chief...

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...

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 -...

More Episodes

Richard Rosso & Jon Penn connect some of the biggest investing stories with the realities of retirement planning. From Elon Musk, SpaceX, and Social Security to Black Swan events and retirement planning, today's discussion explores how investors get drawn into powerful stories, confirmation bias, and headline-driven decisions.

We examine why SpaceX is a unique market outlier, the importance of price discovery, and how unexpected events can have a greater impact on portfolios than most investors anticipate. We also cover retirement spending, liquidity, insurance, Warren Buffett's gifting strategy, AI's impact on inflation, and why every retirement plan should prepare for both opportunity and risk.

Plus, a preview of our upcoming "Aging in Place Guide" and a teaser for Candid Coffee.
Here's a topical rundown of today's show:

0:00 - INTRO
0:19 - Elon Musk's Trillion Dollars & Fixing Social Security
5:35 - Space-X Mania: Stocks are Stories
7:05 - Black Swans & Outliers
8:32 - Perspective: Financial Planners are the Party Poopers
12:02 - Confirmation Bias & Algorithms
14:53 - Outliers & Wings of the Black Swan
16:52 - Everyone's Retirement is Different
19:03 - Space-X is an Outlier - No Price Discovery
21:16 - The Retirement Smirk
24:24 - Finding Financial Bandwidth in Retirement
26:00 - PREVIEW: "The Aging in Place Guide"
26:31 - Aggressive Spending in Retirement
28:42 - How Warren Buffett Gifted & Conditional Gifting
29:46 - Dr. Phil Reels & Self-imposed Black Swans
31:49 - Having a little Sexy in your portfolio is okay
34:45 - Dealing with Headline Porn
36:02 - Is AI Inflationary or Dis-inflationary?
37:29 - Liquidity is he Greatest Asset You Can Have
38:43 - Black Swans today & Planning for the Worst
46:53 - Candid Coffee Teaser: Being Properly Insured
50:50 - Creating Black Swans
52:46 - Listening to Bulls AND Bears

Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Investment Advisor, Jon Penn, CFP
Produced by Brent Clanton, Executive Producer
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