8-5-26 New Highs, Now What? | Before the Bell
The Real Investment Show Podcast
Release Date: 08/05/2026
9-9-26 Oil and Inflation Raise Market Risk | Before the Bell
The Real Investment Show Podcast
Markets remain stuck below the 20-day moving average as September weakness, a momentum sell signal, and the corporate buyback blackout weigh on stocks. The S&P 500 could test its 50-day moving average near 7,570, with the 100-day moving average around 7,450 representing additional downside risk. Meanwhile, rising oil prices add another challenge. Higher energy and gasoline costs can weaken consumer demand, pressure economic growth and earnings, and eventually feed into inflation. A hotter CPI or PPI report could also increase pressure on the Federal Reserve to consider higher interest...
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9-8-26 What Higher Bond Yields Mean for Your Portfolio
The Real Investment Show Podcast
Why are bond yields moving higher, and what could that mean for investors? Rising Treasury yields can influence borrowing costs, economic growth, stock valuations, and bond prices. Lance Roberts & Jon Penn break down what may be driving yields higher, what the bond market could be signaling, and how changing interest rates can work their way through the economy and financial markets. For investors, the key may not simply be how high yields rise, but understanding what is causing them to move higher. 0:00 INTRO 0:53 - ADP, PPI CPI Previews 1:34 - Meh Market: Don't do anything yet 6:03...
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9-8-26 When Doing Nothing Wins | Before the Bell
The Real Investment Show Podcast
Markets are sitting on the 20-DMA after a summer of consolidation, rapid sector rotations, and little directional progress. While futures point lower, bullish trends remain intact, momentum is working off its sell signal, and volatility remains unusually compressed heading into the midterm elections. Meanwhile, rising oil prices could feed into this week’s CPI report, but with crude extremely overbought and approaching resistance, energy investors may want to consider taking some risk off the table. Lance Roberts explains why patience may still be the better strategy, where market risks are...
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9-7-26 Is Inflation Data Getting It Wrong? - Oliver Rust Interview DESCRIPTION
The Real Investment Show Podcast
Is the Consumer Price Index accurately measuring the inflation Americans actually experience? Lance Roberts talks with Oliver Rust of Truflation about how real-time inflation data can differ from traditional CPI measurements. They examine housing and rent concessions, regional price differences, consumer substitution, the K-shaped economy, housing affordability, and the continuing resilience of consumer spending. Oliver also explains how Truflation builds its inflation index, where its methodology differs from the Bureau of Labor Statistics, its work with the Federal Reserve, and what its data...
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9-4-26 Don’t Be a Retirement Castaway
The Real Investment Show Podcast
Retirement planning is about more than building a portfolio. It’s also about deciding what comes next. Richard Rosso & Jonathan McCarty explore the retirement crossroads: making the transition from work to retirement, finding purpose after a career, setting new goals, applying your skills in new ways, and overcoming the reluctance many retirees have to spend the money they’ve accumulated. We also dig into the financial strategies that can make a difference, including Qualified Charitable Distributions (QCDs), donor-advised funds, charitable checks that aren’t cashed, changing tax...
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9-3-26 Is the Stock Market Expensive or Cheap?
The Real Investment Show Podcast
Is the stock market dangerously expensive, or are investors overlooking strong future earnings growth? The S&P 500’s Shiller CAPE ratio has reached 41, yet the PEG ratio, which incorporates expected earnings growth, is signaling one of the cheapest market valuations in decades. Michael Lebowitz and Lance Roberts examine why these two popular valuation measures are sending completely opposite signals. The key difference comes down to expectations: CAPE relies on historical earnings, while PEG depends heavily on Wall Street forecasts for future growth. We look at the reliability of those...
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9-3-26 Market Stuck in Neutral | Before the Bell
The Real Investment Show Podcast
Markets remain trapped in a frustrating sideways consolidation as money rapidly rotates between Technology, Healthcare, Momentum, and Value. Momentum stocks remain under pressure, while large-cap Value and Quality are holding up better. With volatility still compressed and markets offering little directional conviction, Lance Roberts explains why investors should avoid chasing rotations or making rash portfolio moves until the market finally shows its hand. Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO Produced by Brent Clanton, Executive Producer --- Watch the Video...
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9-2-26 Q&A Wednesday: What Are Markets Waiting For?
The Real Investment Show Podcast
September is starting with a new set of challenges for investors: rising Treasury yields, higher oil prices, persistent inflation, renewed geopolitical tensions, and growing questions about whether the Federal Reserve may have to raise rates again. Add historically weak September seasonality and the uncertainty surrounding the midterm elections, and investors have plenty to think about. Lance Roberts and Danny Ratliff answer your questions about market risk, interest rates, inflation, portfolio positioning, retirement planning, and what investors should be watching next. 0:00 INTRO 0:50 -...
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9-2-26 September Weakness Tests Market Support | Before the Bell
The Real Investment Show Podcast
Markets are testing support after three straight days of selling, with technology and semiconductors leading the weakness. The S&P 500 is moving toward its 50-DMA as September seasonality, upcoming corporate buyback blackouts, and quarter-end repositioning add to downside risk. But this remains a normal market pullback, not a reason to panic. With volatility still unusually low and markets not yet deeply oversold, investors should keep the weakness in context. Now is the time to manage risk, take profits where appropriate, rebalance portfolio allocations, and raise some cash rather than...
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9-1-26 What Should You Expect From a Financial Planner?
The Real Investment Show Podcast
What should a good financial planner actually do for you? It should go far beyond choosing investments or building a retirement portfolio. A strong financial planning relationship should provide organization, accountability, objectivity, education, and proactive guidance while coordinating investments, taxes, Social Security, Medicare, insurance, estate planning, and retirement income. Just as importantly, your financial plan should evolve as your life, goals, markets, and tax laws change. Lance Roberts & Jon Penn examine what investors should expect from a financial planner, why...
info_outlineThe 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 concerns about inflation and oil prices.
Before chasing new highs, understand what the technicals are signaling about stocks, bonds, interest rates, and where the next opportunity may develop.
Hosted by RIA Chief Investment Strategist, Lance Roberts, CIO
Produced by Brent Clanton, Executive Producer
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