7-22-26 Q&A Wednesday - Spotting Market Narratives
The Real Investment Show Podcast
It's Q&A Wednesday, and we're tackling some of the biggest questions investors are asking right now. How do you separate compelling market narratives from reality? We discuss practical ways to identify, question, and fact-check popular investing themes before making portfolio decisions. 0:00 INTRO 0:52 - Google, Intel, Tesla Preview 5:45 - Oil Price Futures & Iran 10:44 - How much allocation to high risk, high reward strategies? 14:44 - Which company for toilet paper price increases 15:25 - Determining when to buy stock in high momentum sector (like semi-conductors)? 19:59 -...
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7-22-26 Markets Eye Earnings as Oil Lifts Yields | Before the Bell
The Real Investment Show Podcast
Oil prices continue climbing, keeping pressure on inflation expectations and Treasury yields as crude approaches another key technical resistance level. While markets recently reclaimed the 50-day moving average, that breakout is being tested ahead of major earnings from Alphabet, Intel, and Tesla. In today's Before the Bell, we examine why rising oil prices matter for stocks, how higher yields could weigh on market sentiment, what weakening retail demand may signal for the economy, and the key technical levels investors should watch as earnings season accelerates. Hosted by RIA Chief...
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7-21-26 Why Investors Keep Chasing What's Hot
The Real Investment Show Podcast
Why do so many investors continue chasing yesterday's biggest winners? Whether it's Bitcoin, gold, silver, semiconductors, or the latest AI stock, the temptation to follow what's already surged can be difficult to resist. Lance Roberts & Jon Penn explore the psychology behind performance chasing, why investors constantly compare their portfolios to the market's hottest sectors, and how fear of missing out (FOMO) can quietly undermine long-term returns. 0:00 INTRO 0:51 - Cyclospora & Iranian Tit-for-Tat - Markets React 5:45 - Markets Unable to Hold 50-DMA 10:58 - Lettuce Pray 11:48 -...
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7-21-26 Earnings Hold the Key | Before the Bell
The Real Investment Show Podcast
Markets are trying to reclaim key technical support after slipping below the 50-day moving average, but today's close may be more important than the opening bounce. Lance Roberts breaks down what the latest price action, relative strength, and sell signals are telling investors as earnings season begins to shape market direction. He also examines why semiconductor stocks remain one of the most important leadership groups to watch. Is the recent bounce the start of a new uptrend, or just another rally within a larger downtrend? Learn why a break above resistance could improve the outlook, why...
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7-20-26 Why Retail Traders Keep Losing
The Real Investment Show Podcast
Why do so many retail traders consistently underperform the market over time? Despite unprecedented access to information, sophisticated trading platforms, artificial intelligence, and social media investing communities, the average individual investor continues to lag behind long-term market returns. Lance Roberts examines the behavioral and structural reasons behind retail investors' poor performance. From emotional decision-making and chasing momentum to overconfidence, excessive trading, poor risk management, and market timing mistakes, we'll explore why doing more often leads to earning...
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7-20-26 Markets Test Support as Volatility Stirs | Before the Bell
The Real Investment Show Podcast
Weekend fears over Iran, higher oil prices, and falling markets are fading fast as futures turn positive and crude oil pulls back. But the bigger story is happening beneath the surface. The S&P 500 is testing key support after slipping below its 50-day moving average, while the VIX remains unusually subdued despite rising geopolitical tensions and the start of a critical earnings week. Will this be another brief shakeout like June, or is a larger pullback developing? Lance Roberts examines the technical setup, why the next couple of trading sessions matter, what the VIX is signaling, how...
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7-17-26 Roth Rules and Dividend Myths
The Real Investment Show Podcast
Richard Rosso & Jonathan McCarty explore some of the biggest retirement and investing questions facing Americans today. We examine how SECURE Act 2.0 is accelerating the "Rothification" of retirement savings, why catch-up Roth contributions remain a powerful planning tool, and what investors need to know about employer Roth matching and the long-term tax implications. We also tackle one of the hottest debates in retirement planning: Are dividend stocks really safer, or are investors being seduced by yield? We examine the arguments popularized by Dave Ramsey and Suze Orman, discuss whether...
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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...
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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....
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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...
info_outlineWas Milton Friedman right about inflation?
Yes—but only if you quote the entire sentence.
For decades, investors, economists, and financial media have repeated Friedman's famous statement that "inflation is always and everywhere a monetary phenomenon." Unfortunately, most stop at the comma, missing the critical qualification that changes the entire meaning.
Lance Roberts reveals what Friedman actually meant, why money supply alone does not guarantee inflation, and how velocity, productive capacity, and credit creation determine whether higher prices become a lasting inflation problem or simply a temporary price adjustment.
0:00 INTRO
0:56 - Short Trading Week + EOQ Dynamics
4:16 - Google Joins the DJA
5:33 - Markets Break 50-DMA: What Comes Next?
12:07 - Milton Friedman Was Right (but mostly misquoted)
17:37 - Why is Debt Important?
20:57 - CPI in the '60's & '70's
22:47 - How to Grow Money Supply
26:15 - Money Has to Grow for the Economy to Grow
27:16 - The Importance of Monetary Velocity
34:54 - Quality of Credit Matters more than Quantity
38:22 - Where's All the Money Coming From?
40:50 - Household Cash as % of Total Household Assets
42:32 - The K is Improving
44:15 - Retail MM Fund Balances, Equity Ownership Growth
49:56 - Two America's Behind One Average
51:49 - What to Do?
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Watch today's "Before the Bell" premarket commentary, "50-DMA Breakdown: Bounce or Bigger Warning?"
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Watch our previous show, "Don't Sweat Social Security,"
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