Libsyn Directory

6-22-26 When Money Flows Meet a Hawkish Fed

Release Date: 06/22/2026

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 -...

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...

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 -...

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...

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...

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,...

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...

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...

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...

More Episodes

Markets remain near record highs, but the technical backdrop is becoming more complex. Strong money flows continue to support asset prices, while a more hawkish Federal Reserve threatens to tighten financial conditions and limit upside potential.

Lance Roberts looks at how liquidity, institutional flows, market momentum, and investor sentiment are interacting with Fed policy. We also explore whether technical support levels can withstand higher interest rates, what history suggests when liquidity and monetary policy diverge, and what investors should watch next as markets navigate this critical crossroads.

Here's a topical rundown of today's show:

0:00 - INTRO
1:12 - FIFA Fever & Setting Up for July
5:32 - Portfolio Rebalancing & Buyback Blackout
11:34 - Alan Greenspan death at 100
16:42 - Markets Trading on Plumbing More than Fundamentals
21:06 - Market Inflows - Where's the money coming fron?
26:45 - Micron Quarterly Preview - Where's the risk?
30:25 - Market Breadth Concerns
32:58 - Where Does the Money Go?
34:51 - Market Mechanics Remain Strong
39:00 - When Everyone Agrees...(Bob Farrell Rule #9)
40:27 - Three Things to Watch
43:12 - The Risks are Real

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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Watch today's "Before the Bell" feature, "Market Pennant: Breakout or Breakdown?" here:
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Articles mentioned in this report:
"The Technical Backdrop: When Flows Meet a Hawkish Fed:
https://realinvestmentadvice.com/resources/blog/the-technical-backdrop-when-flows-meet-a-hawkish-fed/
"Kevin Warsh And The End Of The Fed’s “Forward Guidance”
https://realinvestmentadvice.com/resources/blog/kevin-warsh-and-the-end-of-the-feds-forward-guidance/
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