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...
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8-6-26 Time to Rebalance? | Before the Bell
The Real Investment Show Podcast
The S&P 500 has broken out to fresh all-time highs after months of consolidation, triggering a new momentum buy signal. But after one of the strongest five-day rallies since April 2025, should investors keep buying, or start taking profits? In today's Before the Bell, we discuss why this is an ideal time to review your portfolio's risk, rebalance strategically, and trim oversized winners. We explain why rebalancing shouldn't be mechanical, how to distinguish quality companies from long-term laggards, and why understanding why a stock is underperforming matters just as much as its...
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8-5-26 Q&A Wednesday: Market Questions Answered
The Real Investment Show Podcast
It's Q&A Wednesday, and we're answering your live chat questions on today's biggest investing, market, and economic topics. With the S&P 500 near record highs after weeks of consolidation, investors are asking what comes next. Is this breakout sustainable, or are markets setting up for another bout of volatility? Lance Roberts & Danny Ratliff discuss market leadership, interest rates, inflation, AI, bonds, portfolio positioning, retirement planning, and whatever else is on your mind. 0:00 INTRO 1:01 - AMD, Eli Lilly Earnings & Markets' New High 2:49 - Strait of...
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8-5-26 New Highs, Now What? | Before the Bell
The Real Investment Show Podcast
The S&P 500 has broken out to a new all-time high after months of sideways consolidation, but does that mean investors should immediately buy? Lance Roberts explains how consolidations work, why sideways markets can resolve overbought conditions without a major correction, and why patience may be rewarded after a breakout. We also discuss why a short-term pullback toward the breakout level could create a better entry point while preserving the current momentum buy signal. Plus, we examine the bond market as falling Treasury yields move closer to triggering a buy signal, despite ongoing...
info_outlineWhat 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 Challenge of Investing in Current Market
12:18 - The Velocity of Information Makes us Worse Investors
18:15 - Being an Unemotional Investor - Be Like Spock
24:08 - Don't Benchmark Portfolio to High Water Mark
24:35 - We've Been Bred to Compete
26:07 - Gamification of Markets - 7 Rules of Poker
29:19 - When Enough is Enough
34:57 - Spotting Bubbles
36:12 - Using AI for Financial Advice
40:54 - AI is Not a Fiduciary
42:55 - Burt's Question on Solo 401k's & Roths
Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP
Produced by Brent Clanton, Executive Producer
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Watch Today's Full Video on our YouTube Channel:
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Watch today's "Before the Bell" premarket commentary, "Oil, Chips, and a Market at Support,"
https://youtu.be/rk3wl-CHUKs
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Watch our previous show, "Why Spotting Bubbles Is So Hard"
https://youtube.com/live/7bEwrd8UCHM
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Articles mentioned in this report:
"Poker (Gambling) Can Teach You To Be A Better Investor"
https://realinvestmentadvice.com/resources/blog/poker-gambling-can-teach-you-to-be-a-better-investor/
'Spock And The Logic Based Approach To Volatility"
https://realinvestmentadvice.com/resources/blog/spock-and-the-logic-based-approach-to-volatility/
"Spotting Market Bubbles: Why History Says It’s Nearly Impossible"
https://realinvestmentadvice.com/resources/blog/spotting-market-bubbles-why-history-says-its-nearly-impossible/
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* REGISTER for our next Candid Coffee, "Narrative Busters: Market Stories Investors Should Approach With Caution," Saturday, July 18, 2026:
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