7-16-26 Semiconductor Warning as Markets Climb | Before the Bell
The Real Investment Show Podcast
Release Date: 07/16/2026
7-24-26 Trump Accounts - What Parents Need to Know
The Real Investment Show Podcast
What are Trump Accounts, and could they reshape how families save and invest for the next generation? Richard Rosso & Jonathan McCarty break down how Trump Accounts work, who qualifies, how they're funded, the role of employers and charitable contributions, and how these new custodial accounts compare with traditional UGMA and UTMA accounts. We also discuss investment choices, withdrawal rules, inflation considerations, and the potential addition of publicly traded securities. Beyond the mechanics, we explore the broader goal of improving financial literacy, raising financially responsible...
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7-23-26 Can SpaceX Fire on All Cylinders?
The Real Investment Show Podcast
SpaceX has transformed the commercial space industry with reusable rockets, Starlink, and ambitious plans for Starship. But after one of the largest IPOs in history, can the company continue delivering the growth investors now expect? Lance Roberts & Michael Lebowitz examine whether SpaceX's fundamentals can keep pace with its valuation. We'll discuss launch cadence, Starlink's revenue potential, Starship's development timeline, competitive pressures, capital requirements, and the risks investors should consider before chasing one of the market's most talked-about stocks. 0:00 INTRO 0:53 -...
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7-23-26 Oil, Earnings, and Market Complacency | Before the Bell
The Real Investment Show Podcast
Climbing Oil prices continue on a momentum buy signal as crude approaches key resistance near the 100-day moving average. A stronger U.S. dollar is rising alongside oil, while gold remains under pressure as global demand for dollars increases. Despite geopolitical tensions and higher energy prices, market volatility remains surprisingly subdued. In today's Before the Bell, we examine why the S&P 500 continues to hold support near the 50-day moving average, how corporate earnings are offsetting macro risks, and why investor complacency may be the biggest risk currently hiding beneath the...
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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...
info_outlineMarkets 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. With the semiconductor sector breaking below key technical support, investors should watch closely to see whether this is simply a healthy consolidation or the beginning of a larger topping pattern.
Lance Roberts examines the technical outlook for the S&P 500, the developing head-and-shoulders pattern in semiconductor stocks, why the 50- and 100-day moving averages matter, and whether slowing earnings growth expectations could signal a shift in market leadership. We also discuss the potential for a reflex rally in chip stocks and what investors should monitor before making portfolio adjustments.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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Articles mentioned in this report:
"Why Are BDCs Ignoring Junk Bonds?"
https://realinvestmentadvice.com/resources/blog/why-are-bdcs-ignoring-junk-bonds/
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